ExperienceSince 1993 (33 years)Registration #000250799Postcode4405
Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsFellow Chartered Financial Practitioner (FChFP)Accredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000243595Postcode4405
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation FUnds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000263252Postcode4405
Bachelor of BusinessCertified Practicing Accountants Australia ProgramSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #000242728Postcode4405
Diploma of Financial PlanningSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
Superannuation
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ExperienceSince 2013 (13 years)Registration #000450495Postcode4405
SuperConcepts & ICFS Specialist SMSF CourseBachelor of Commerce (Finance)Accredited Listed Product Adviser ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001272318Postcode4405
Bachelor of Business ManagementDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Registration #001314508Postcode4405
LAWS11030 Foundations of Business LawTLAWS19033 Taxation Law and Practice ABachelor of Accounting (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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