ExperienceSince 1984 (42 years)Registration #000259364Postcode4217
Bachelor of Financial AdministrationGraduate Diploma in Applied Finance and InvestmentEthics and Professional RelationshipsAustralian Institute of Company Directors (AICD)
SecuritiesGovernment Debentures
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ExperienceSince 1989 (37 years)Registration #000300779Postcode4217
Diploma of Financial Services (Financial Planning)Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment Debentures
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ExperienceSince 1993 (33 years)Registration #000309841Postcode4217
Bachelor of BusinessGraduate Diploma of Applied Finance and InvestmentEthics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)
SecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000268321Postcode4217
Bachelor of Business (International Business)Graduate Diploma in Applied Finance & InvestmentAccredited Derivatives Adviser Level 2Margin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000259153Postcode4217
Bachelor of Business (Accounting & Marketing)Graduate Certificate of Applied FinanceEthics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)
SecuritiesDerivativesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000259235Postcode4217
Bachelor of CommerceAccredited Derivatives Adviser Level 2Diploma of Technical AnalysisGraduate Diploma in Applied Finance and Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000259115Postcode4217
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentASX Accredited Derivatives Adviser Level TwoAccredited Derivatives Advisers Level 1
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000259207Postcode4217
Business and Finance PracticeFinancial Markets EconomicsFinancial Planning and Wealth CreationStock Market Products
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2006 (20 years)Registration #000299984Postcode4217
Bachelor of International BusinessSDIA Accreditation ProgramGraduate Diploma in Applied FinanceMargin Lending Accreditation Program
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001006037Postcode4217
Bachelor of CommerceGraduate Diploma in Advanced AccountingMaster of CommerceChartered Accountant
SecuritiesDerivativesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000458566Postcode4217
Bachelor of Commerce & Management (Finance)Bachelor of Commerce (2nd Hons)RG146Stockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001237196Postcode4217
Bachelor of Commerce (Financial Planning)Bachelor of Internatitonal BusinessTier 1 Margin LendingCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001245671Postcode4217
Bachelor of Business (Accounting)CFA Level 1Graduate Diploma in Applied Finance & InvestmentSecurities & Managed Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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