ExperienceSince 1989 (37 years)Registration #000336962Postcode4169
BACHELOR OF BUSINESSBachelor of Business,Accounting & Company Secretary LawMASTER OF BUSINESS ADMINISTRATIONBACHELOR OF BUSINESS
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1990 (36 years)Registration #000250436Postcode4169
Entry Level CompetenciesRisk Management and Insurance Planning (DFP2)Superannuation and Retirement PlanningInvestment Planning 1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000235817Postcode4169
DFP 1-4Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #001000318Postcode4169
Diploma of Financial PlanningDiploma of Financial Services (Finance/Mortgage Broking Management)Certified Financial PlannerSelf Managed Super Fund Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000261073Postcode4169
Certified Financial Planner (CFP)Certified Financial Planner (CFP)Certified Financial PlannerDiploma of Financial Planning (DFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001263633Postcode4169
Investment Planning 1Superannuation & Retirement PlanningRegulatory Guide 146 Assessment
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #000245007Postcode4169
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsFellow Chartered Financial Practioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000274077Postcode4169
Advanced Diploma Financial Services (Financial Planning)Diploma Financial Services (Financial Planning)RG146 Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000307479Postcode4169
Bachelor of CommerceMasters of Financial PlanningSelf Managed Super Fund AccreditationEthics and Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000333702Postcode4169
Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningFNS40815 Certificate IV in Finance and Mortgage BrokingSuperConcepts Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000342362Postcode4169
Graduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsMaster of Applied FinanceAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000344208Postcode4169
Bachelor of CommerceCertificate IV in Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Financial Planning)Advice in Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000418160Postcode4169
Bachelor of Business (Accounting)SMSF StrategiesDiploma of Financial PlanningEconomic and Legal Context for Financial Planning
Self-Managed Super (SMSF)
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ExperienceSince 2012 (14 years)Registration #000427457Postcode4169
Bachelor of Business (Accounting)Diploma of Financial PlanningSMSF SpecialistAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000433130Postcode4169
Securities AccreditationAccredited Derivatives Adviser Level 2Accredited Derivatives Adviser level 1Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001245244Postcode4226
Bachelor of Commerce (Economics)Bachelor of Commerce (Honours)Master of Business AdministrationAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001256531Postcode4169
Bachelor of Management StudiesMaster of Financial Management (Professional)FPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001307971Postcode4169
2105AFE Introduction to Business Law2150AFE Taxation LawBachelor of CommerceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311139Postcode4169
Bachelor of CommerceSMSF Regulations and TaxationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311900Postcode4169
Bachelor of Business (Finance)Applied Finance & InvestmentProfessionalism & Ethics in Financial Advice
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2025 (1 years)Registration #001311900Postcode4169
Bachelor of Business (Finance)Applied Finance & InvestmentProfessionalism & Ethics in Financial Advice
SuperannuationSecuritiesGovernment DebenturesRSA Products
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Registration #001317375Postcode4169
Master of Business (Applied Finance)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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