ExperienceSince 1992 (34 years)Registration #000294110Postcode4212
Diploma in Financial Markets (8 units)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001239397Postcode4212
Certified Financial Planner (CFP)Accredited Listed Product Adviser ProgramMargin Lending Adviser (Personal Advice)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001310267Postcode4212
Bachelor of Business Science in the special field of FinancePostgraduate Diploma in Financial PlanningFPC002B Ethics and Professionalism in Financial Advice.FPC007B Client Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001002739Postcode4212
Securities and Managed InvestmentsAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001242091Postcode4212
Bachelor of EconomicsDiploma of Financial PlanningFPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
Self-Managed Super (SMSF)
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ExperienceSince 2017 (9 years)Registration #001260393Postcode4212
Graduate Certificate in Financial PlanningBachelor of CommerceMargin LendingSuperConcepts Specialist SMSF Online Learning Modules
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001273194Postcode4212
Diploma of Financial PlanningSelf Managed Super FundDiploma Of AccountingAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001262077Postcode4212
Bachelor of Commerce (Marketing Management)Diploma of Financial PlanningPostgraduate Diploma in Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001266462Postcode4210
Diploma of Financial PlanningBachelor of Commerce (Financial Planning)Ethics & Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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