ExperienceSince 1996 (30 years)Registration #000242225Postcode4051
Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000238859Postcode4051
Bachelor of Commerce Economics and FinanceGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsSMSF101 specialist adviser course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001000669Postcode4051
Bachelor of Commerce (Economics and Finance)Diploma of Financial Planning (8 units)Certified Financial Planner (CFP) Education ProgramMargin Lending and Geared Ivestments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2006 (20 years)Registration #000305980Postcode4051
Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Planning FNS60415SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001000251Postcode4051
Bachelor of Commerce with a Major in AccountingBachelor of LawsDiploma of Financial PlanningSMSF (Personal advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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