ExperienceSince 1981 (45 years)Registration #000250735Postcode4006
Diploma of Financial PlanningMargin Lending and Geared InvestmentsSMSF Specialist Accreditation ProgramEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1988 (38 years)Registration #000338948Postcode4006
Batchelor of EducationDiploma of Financial PlanningMaster of Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1989 (37 years)Registration #000261090Postcode4006
Bachelor of CommerceDiploma of Financial PlanningCPA ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1989 (37 years)Registration #000244994Postcode4006
Risk ManagementSelf Managed Super Fund CourseMargin LendingASX Securities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000250655Postcode4006
Diploma of Financial PlanningSMSF Specialist Accreditation ProgramTier 1 Margin Lending Personal AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #001005288Postcode4006
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Margin Lending and Geared InvestmentsTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)FPC002B Ethics and Professionalism in Financial Advice.
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #001236400Postcode4006
Bachelor of CommerceMaster of Business AdministrationCertified Financial PlannerDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000249943Postcode4006
Diploma of Financial PlanningMasters of Financial PlanningFinancial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1997 (29 years)Registration #000259945Postcode4006
Bachelor of CommerceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)Graduate Diploma in Financial Planning (Historical SIA / FINSIA).Certified Financial Planner Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001005216Postcode4006
Bachelor of CommerceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Margin Lending and Geared InvestmentsTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001005216Postcode4006
Bachelor of CommerceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Margin Lending and Geared InvestmentsTier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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ExperienceSince 1999 (27 years)Registration #000276427Postcode4006
Certified Financial PlannerDiploma of Financial PlanningMargin Lending & Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000250736Postcode4006
Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)CFP Certification ProgramMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #001007813Postcode4006
Bachelor of CommerceGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsMasters of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000259126Postcode4006
Postgraduate Certificate of ManagementDiploma of Financial AdvisingCompany Directors CourseDFP5 v1 Tax for Financial Advising
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000240659Postcode4006
Bachelor of ArtsCertified Financial PlannerDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2000 (26 years)Registration #000404330Postcode4006
Bachelor Degree (Hons)OtherAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001005929Postcode4006
Bachelor of ArtsBachelor of Business (Management)Graduate Diploma of Applied Finance and InvestmentMargin Lending
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2001 (25 years)Registration #001005145Postcode4006
Bachelor of Business (Accountancy)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Master of Business Administration (Executive)Graduate Diploma in Financial Planning (Historical SIA / FINSIA).
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001005145Postcode4006
Bachelor of Business (Accountancy)Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Master of Business Administration (Executive)Graduate Diploma in Financial Planning (Historical SIA / FINSIA).
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000297716Postcode4006
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Ethics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000242854Postcode4006
Diploma of Financial PlanningMasters of BusinessMargin Lending and Geared InvestmentsChartered Financial Analyst Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000343568Postcode4006
Bachelor of BusinessGraduate Diploma of Applied Investment FinanceAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000343568Postcode4006
Bachelor of BusinessGraduate Diploma of Applied Investment FinanceAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001000986Postcode4006
Bachelor of Business Public AdministrationGraduate Diploma of Financial PlanningFPC002BFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2002 (24 years)Registration #000297409Postcode4006
Bachelor of Commerce in Financial Planning and InvestmentsDiploma in Financial Services (Financial Planning)Certified Financial PlannerSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000253157Postcode4006
Diploma of Financial PlanningSMSF AccreditationSMSF AssociationSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000259322Postcode4006
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentEthics and Professional Relationships
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001245722Postcode4006
Diploma of Financial PlanningCFP® Certification ProgramCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001005278Postcode4006
Bachelor of Business (Major Banking and Finance and Funds Management)Accredited Derivatives Adviser Level 2Graduate Diploma in Financial Planning (Historical SIA / FINSIA)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000271252Postcode4006
Bachelor of Commerce in Financial Planning & InvestmentsCertificate IV in Mortgage BrokingCertified Financial Planner (CFP)Master of Taxation & Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000448160Postcode4006
Bachelor of Commerce and Business ManagementGraduate Diploma of Applied Finance and InvestmentASX Derivatives Accreditation Level 1&2Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000256362Postcode4006
Graduate Diploma of Applied FinanceMaster of Applied FinanceCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001005401Postcode4006
SDIA Accreditation ProgramBachelor of Business AdministrationMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001050290Postcode4006
Bachelor of Business (Accountancy)DFP001 Introduction to Financial PlanningDFP002 Risk Management and Insurance PlanningDFP004 Retirement Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #001050290Postcode4006
Bachelor of Business (Accountancy)DFP001 Introduction to Financial PlanningDFP002 Risk Management and Insurance PlanningDFP004 Retirement Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #000330367Postcode4006
Bachelor of Business (Management)Bachelor of CommerceDiploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2005 (21 years)Registration #001006059Postcode4006
Diploma of Financial ServicesAdvanced Diploma of Financial ServicesSelf-Managed Superannuation FundsCFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000296207Postcode4006
Master of Business AdministrationAdvanced Diploma Financial Services (Financial Planning)Diploma Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001003597Postcode4006
Bachelor of ArtsAdvanced Diploma of Financial Servies (Financial Planning)ASX Accredited Listed Products Adviser (ALPA) ProgramMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000300926Postcode4006
Bachelor of BusinessGraduate Diploma Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000318818Postcode4006
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Bachelor of Commerce (major in Finance)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000325825Postcode4006
Bachelor Degree (Hons)Advanced Diploma in Financial PlanningSelf Managed Super FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001005254Postcode4006
Bachelor of Business Adminisration (Finance and Marketing majors)Master of Business AdministrationBLW22 TaxationDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001005254Postcode4006
Bachelor of Business Adminisration (Finance and Marketing majors)Master of Business AdministrationBLW22 TaxationDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000312788Postcode4006
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001237776Postcode4006
Master of Commerce (Applied Finance)Graduate Diploma of Financial Planning (Historical SIA/FINSIA)CertificateCertificate
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001000564Postcode4006
Bachelor of agri businessGraduate Certificate Applied Finance and InvestmentRG146Professional Diploma in Stockbroking
SecuritiesDerivativesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000279019Postcode4006
Advanced Diploma of Financial Services (Financial Planning)Margin LendingBachelor of Business/Bachelor of Commerce (Accounting)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000333089Postcode4006
Bachelor of BusinessCPA ProgramGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000328912Postcode4006
Bachelor of Commerce in Financial Planning and InvestmentsCavendish & ICFS Specialist SMSF CourseFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000327265Postcode4006
Bachelor of Commerce in Financial Planning and Investments.Margin LendingSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2008 (18 years)Registration #001005146Postcode4006
Bachelor of Electronic CommerceBachelor of LawsGraduate Diploma in Financial Planning (Historical SIA / FINSIA)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000465880Postcode4006
Bachelor of Business Management (Marketing)Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Financial Planning FNS508045 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000339602Postcode4006
Bachelor of Commerce in Financial Planning and InvestmentGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Fund
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000392176Postcode4006
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsJuris Doctor (Law)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000388717Postcode4006
Bachelor of Business (Accounting)Bachelor of LawsGraduate Diploma in Legal PracticeTier 1 RG 146 Compliance
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001006631Postcode4006
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2010 (16 years)Registration #000443103Postcode4006
Bachelor of BusinessDiploma of Financial ServicesSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000443103Postcode4006
Bachelor of BusinessDiploma of Financial ServicesSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000352183Postcode4006
Advanced Diploma in Financial ServicesEthics and Professionalism in Financial AdviceMaster of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001003068Postcode4006
Bachelor of BusinessAdvanced Diploma of Financial PlanningCertified Financial Planner (CFP)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000406290Postcode4006
Bachelor of Business (Banking & Finance and Accounting)Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000315391Postcode4006
Bachelor of Business ManagementGraduate Diploma of Financial PlanningMargin Lending & Geared InvestmentsSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2011 (15 years)Registration #001001655Postcode4006
Bachelor of Commerce (Majors in Accounting and Finance)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001002342Postcode4006
Bachelor of AccountancyDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds CourseAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001002342Postcode4006
Bachelor of AccountancyDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds CourseAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000425801Postcode4006
Advanced Diploma of Financial Services (Financial Planning)Margin Lending AccreditationCertified Financial PlannerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001001659Postcode4006
Bachelor of Business (Accountancy)Advanced Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001005283Postcode4006
Bachelor of Business/Bachelor of Laws (Majoring in International Business)Diploma of Financial Services (Financial Planning)928S Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #001005283Postcode4006
Bachelor of Business/Bachelor of Laws (Majoring in International Business)Diploma of Financial Services (Financial Planning)928S Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #000424467Postcode4006
Bachelor of Commerce (Accounting)Advanced Diploma of Financial Services (Financial Planning)SMSF Specialist Advisor (SSA)Self Managed Superannuation Funds Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001237996Postcode4006
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Business (Accounting/Economics and Regional Development)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001237910Postcode4006
Bachelor of CommerceGraduate Diploma of Financial PlanningTax for Financial Advising
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001249167Postcode4006
Masters of Arts ( Economics)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001247898Postcode4006
Postgraduate Diploma in Financial PlanningDiploma of Financial PlanningMargin Lending Accreditation ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001240833Postcode4006
Bachelor of BusinessSMSF Specialist AdvisorDiploma of Financial PlanningFPC002B-Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001240733Postcode4006
Bachelor of LawsDiploma of Financial PlanningFPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251175Postcode4006
Bachelor of Business (Management)Self Managed Super FundsDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001255322Postcode4006
Diploma of Finance and Mortgage Broking ManagementAdvanced Diploma of Financial PlanningAustralian Taxation Law for Tax (Financial Advisers)Commercial Law for Tax (Financial Advisers)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001256915Postcode4006
Bachelor of CommerceCertified Practicing Accountants ProgramAccountants SMSF Package SUB--514994Certificate IV in Finance & Mortgage Broking
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001256601Postcode4006
Bachelor of Commerce (Accounting and Finance majors)Graduate Diploma of Financial Planning.FPE020 SMSF Regulations and TaxationMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271022Postcode4006
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTier 1 DerivativesGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269630Postcode4006
Bachelor of Business (major in Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001268597Postcode4006
Diploma of Financial Planning (FNS50615)Margin Lending SpecialistGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001267035Postcode4006
Bachelor of Business (Management)FPC002B-Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001267035Postcode4006
Bachelor of Business (Management)FPC002B-Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001267130Postcode4006
Bachelor Business Commerce (Applied Finance)Diploma Financial Planning FNS50615Graduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2022 (4 years)Registration #001296339Postcode4006
Bachelor of BusinessMaster of Financial PlanningCertified Financial PlannerSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001297615Postcode4006
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor (SSA) DesignationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001294437Postcode4006
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001304516Postcode4006
Batchelor of BusinessGraduate Diploma of Financial PlanningMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2023 (3 years)Registration #001299734Postcode4006
Graduate Diploma of Financial PlanningFPC001B Economic Legal Context for Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001302574Postcode4006
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001306923Postcode4006
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFPE020 SMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313393Postcode4006
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001309343Postcode4006
Master of Applied FinanceMaster of Business AdministrationGraduate Diploma of Financial PlanningFPE020 SMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001316846Postcode4006
Bachelor of Financial Planning/AccountingChartered Accounting DiplomaSMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001320162Postcode4006
Bachelor of Business (Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001316235Postcode4006
Bachelor of CommerceIntroduction to Business Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001314313Postcode4006
Bachelor of CommerceGraduate Diploma in Business
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319216Postcode4006
Bachelor of Laws & CommerceGraduate Diploma of Financial PlanningSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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