ExperienceSince 1996 (30 years)Registration #000314794Postcode4032
Bachelor of Business (Accounting)Graduate Diploma in Applied Finance and InvestmentAdvanced Diploma of Financial services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #001002919Postcode4032
Bachelor of Business (Banking & Finance)Certified Financial PlannerMargin Lending & Geared InvestmentsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #001008591Postcode4032
Bachelor of Commerce (Accounting & Finance)Graduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Fund
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001000985Postcode4032
Bachelor of Applied EconomicsBachelor of CommunicationDiploma of Financial Services (Financial Planning)Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000341018Postcode4032
Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236661Postcode4032
Bachelor of ArtsJuris Doctor (Doctor of Law)Advanced Diploma of Financial PlanningDiploma of Financial Planning (DFP1-3)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001248747Postcode4032
Bachelor of Business (Marketing)Ethics and Professionalism in Financial AdviceFPC006 Taxation for Financial PlanningFPC008 Investment Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313689Postcode4032
Bachelor of Commerce majoring in Accounting, Commercial Law and FinanceDiploma of Financial Planning (FNS 50615)FPC008FPE011 Debt Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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