ExperienceSince 1989 (37 years)Registration #000284504Postcode4120
Certificate in Superannuation ManagementCFPDiploma Financial PlanningDiploma in Financial Markets
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000309781Postcode4120
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000395631Postcode4120
Bachelor of EconomicsGraduate Diploma in CommerceDiploma of Financial Services (Financial Planning)Masters of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001267296Postcode4120
Bachelor of EconomicsDiploma of Financial PlanningMaters of CommerceEthics and Professionalism in Financial Advice FPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001000654Postcode4120
Bachelor of EconomicsDiploma of Financial Planning (8 units)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #000277337Postcode4120
Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningTax Agent Services Act 2009 and Code of Professional Conduct
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000289735Postcode4120
Diploma of Financial MarketsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2006 (20 years)Registration #000304053Postcode4120
Master of Commerce (Financial Planning)FPBC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000304053Postcode4120
Master of Commerce (Financial Planning)FPBC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000322294Postcode4120
Bachelor of Commerce (Finance Honours)Diploma of Financial Planning (inc Stockbrokers administration)Advanced Diploma of Financial PlanningSelf Managed Super Fund (SMSF) Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000345948Postcode4120
Bachelor of Business (Banking & Finance)Diploma of Financial Services (Financial Planning)Margin Lending and Gearing InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000383006Postcode4120
Bachelor of Business (Financial Planning)Certified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000403751Postcode4120
Graduate Diploma of ManagementMaster of Commerce (Financial Planning and Professional Accounting)Certified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001002540Postcode4120
Advanced Diploma of Financial Services (Financial Planning)DiplomaBachelor of Business (Management)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001240373Postcode4120
Bachelor of Commerce (Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics + Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236038Postcode4120
Bachelor of Business (Management)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTax and Commercial Law for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001008267Postcode4120
Bachelor of EconomicsGraduate Diploma in Financial PlanningEthics & Professionalism in Financial AdviceClient Engagement Skills
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2022 (4 years)Registration #001293846Postcode4120
Graduate Diploma Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001302762Postcode4120
Diploma of Financial PlanningGraduate Diploma of Financial PlanningMaster Of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001301079Postcode4120
Bachelor of Business (Financial Planning)Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001310437Postcode4120
Graduate Diploma in Business (Financial Planning)Financial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001310437Postcode4120
Graduate Diploma in Business (Financial Planning)Financial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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