ExperienceSince 1986 (40 years)Registration #000238879Postcode4113
Advanced Diploma of Financial PlanningCertified Financial PlannerSMSF Specialist AdvisorMasters of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1992 (34 years)Registration #000298184Postcode4113
Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1995 (31 years)Registration #000411446Postcode4113
Bachelor of CommerceGraduate Diploma of Applied Finance & InvestmentChartered Accountants Australia and New Zealand (CA ANZ)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000310097Postcode4113
Diploma of Financial Services (Financial Planning)Taxation PlanningMargin Lending and Geared InvestmentsCavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000233460Postcode4113
Diploma of FinancialServices (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Australian Taxation Law for Tax (Financial) AdvisersCommercial Law for Tax (Financial) Advisers
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001006107Postcode4113
Bachelor of Banking and FinanceAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000419595Postcode4113
Diploma of Financial Services (Financial Planning) FNB50802Diploma of Financial Services FNB50199Margin Lending & Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000279105Postcode4113
CPA ProgramCFP Certification ProgramDPML Margin LendingCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000266842Postcode4113
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000295770Postcode4113
Bachelor of CommerceAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000336427Postcode4113
Bachelor of Business (Accounting)Diploma of Financial ServicesAdvanced Diploma of Financial PlanningSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000326239Postcode4113
Bachelor of CommerceMaster of Business AdministrationDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000381337Postcode4113
Bachelor of Commerce (Accounting and Information Systems)Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001002918Postcode4113
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000381711Postcode4113
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #001004413Postcode4113
Graduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000468663Postcode4113
Accredited Listed Product Adviser (ASX ALPA) ProgramBachelor of Commerce in Banking, Finance and Risk ManagementDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001233078Postcode4113
Bachelor of Business ManagementDiploma of Financial PlanningMargin LendingMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001239019Postcode4113
Bachelor of Commerce (Economics & Financial Planning)928 Margin LendingSelf Managed Superannuation FundsGraduate Certificate in Finance and Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001257341Postcode4113
Diploma of Financial PlanningSMSF AccreditationBachelor of Business (Financial Planning)Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001265789Postcode4113
Commercial LawDFP5V3 Tax for Financial AdvisingDiploma of Financial PlanningLife Insurance Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2023 (3 years)Registration #001298197Postcode4113
2105AFE Introduction to Business Law2150AFE Taxation Law7269AFE Ethics and ProfessionalismBachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001298423Postcode4113
Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001318890Postcode4113
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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