ExperienceSince 1997 (29 years)Registration #000318824Postcode4350
Advanced Investment PlanningAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000255557Postcode4350
Certified Financial PlannerSelf Managed Superannuation FundsMargin Lending and Geared InvestmentsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000239517Postcode4350
Diploma of Financial ServicesAdvanced Diploma of Financial ServicesAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2008 (18 years)Registration #000322066Postcode4350
Bachelor of EducationDiploma of Financial AdvisingDiploma of Financial services (Financial Planning)Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001007592Postcode4350
Graduate Certificate in CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)CFP – Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000345119Postcode4350
Diploma of Financial Services (Financial Planning)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 2010 (16 years)Registration #000357418Postcode4350
Bachelor of BusinessASX Accredited Listed Products AdviserSMSM SpecialistGraduate Diploma of Applied Finance and Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2010 (16 years)Registration #000390463Postcode4350
Bachelor of EconomicsMaster of Personal Financial PlanningMargin Lending Tier 1Diploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000419819Postcode4350
Diploma of Financial PlanningCommercial Law Course (TASACLv1)Tax for Financial AdvisingEconomic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001260780Postcode4350
Diploma of Financial PlanningPrinciples of Self Managed Superannuation FundsAccredited Listed Product Adviser ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #000388301Postcode4350
Margin Lending and Geared InvestmentsAccredited Listed Product Adviser ProgramFPC001B Economic and Legal Context for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001303164Postcode4350
AYB219 Taxation LawBSB111 Business Law and EthicsBachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001307620Postcode4350
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311692Postcode4350
Graduate Diploma of Financial PlanningIntroduction to SMSFs
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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