ExperienceSince 1995 (31 years)Registration #000226325Postcode4870
Bachelor of BusinessDiploma of Financial PlanningCertified Financial PlannerMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000226327Postcode4870
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000325384Postcode4870
Bachelor of EconomicsGraduate Diploma of Financial Planning (Historical SIA / FINSIA)SMSF Adviser Education ProgramMLFNS Principles of Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001001872Postcode4870
SDIA Accreditation Program AssessmentAccredited Derivatives Adviser Level 2RMIT/SDIA Superannuation ModuleMargin Lending and Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000263857Postcode4870
Diploma of Financial Planning and CFPMargin Lending & Geared InvestmentsSelf Managed Super FundsASX ALPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001006299Postcode4870
Diploma of Financial PlanningFinancial Planner AFPSuperConcepts Specialist SMSF Online CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000426551Postcode4870
ADA2PS146 Compliance (Securities and Managed Investments)Margin LendingResponsible Executive Exam
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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ExperienceSince 2002 (24 years)Registration #000259239Postcode4870
Bachelor of Business (Banking & Finance)Masters in Applied FinanceProfessional Diploma in Stockbroking
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000226326Postcode4870
Advanced Diploma of Financial Services (Financial Planning) FNS60404Diploma of Financial Services (Financial Planning) FNS50804Life Risk SpecialistCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000299841Postcode4870
Diploma of Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #001006294Postcode4870
Certified Financial PlannerCertified Financial PlannerGraduate Diploma in Financial PlanningCavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001006293Postcode4870
8 unit Diploma of Financial PlanningBachelor of Commerce (Accounting)Margin Lending and Geared InvestmentsSuper Concepts & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000448071Postcode4870
Diploma of Sport ScienceTier 1 Compliance Program (Generic & Derivatives)Tier 1 Compliance ProgramMargin Lending Accreditation
SecuritiesDerivativesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001003261Postcode4870
Bachelor of Business (Agricultural Commerce)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsMaster of Applied Finance (Financial Planning Major)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001001561Postcode4870
SDIA Accreditation Program AssessmentGraduate Diploma of Applied Finance and InvestmentMargin Lending and Geared InvestmentsASX Accredited Derivatives Adviser Level 2
SecuritiesDerivativesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000426554Postcode4870
Bachelor of BusinessCore 1 Securities and Managed Investments Accreditation ProgramMargin LendingProfessional Diploma in Stockbroking
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2012 (14 years)Registration #000469657Postcode4870
Advanced Diploma of Financial Services (Financial Planning)Bachelor of BusinessEthics and Professional RelationshipsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000423648Postcode4870
Bachelor of Arts (Honours)Master of Business AdministrationAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001006311Postcode4870
Bachelor of Science8 unit Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000455785Postcode4870
Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001003163Postcode4870
Tier 1 Margin LendingAccredited Listed Product Adviser ProgramGraduate Certificate in Self-Managed Superannuation FundsMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254254Postcode4870
Diploma of Financial PlanningBachelor of Accounting (Financial Planning)Graduate Diploma of Financial PlanningAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270831Postcode4870
Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001299408Postcode4870
Bachelor of Business (Accounting)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001309366Postcode4870
Bachelor of Commerce major in Financial Planning (v3)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319613Postcode4870
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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