ExperienceSince 1996 (30 years)Registration #000249915Postcode4812
Certified Financial PlannerDiploma of Financial PlanningMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000242861Postcode4812
Bachelor of ScienceAdvanced DiplomaCFPClient Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000242908Postcode4812
Bachelor of CommerceGraduate DiplomaCFPEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000281964Postcode4812
Bachelor of CommerceAdvanced DiplomaCFPEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000284148Postcode4812
Associate Diploma of Business (Banking & Finance)Certificate in Applied Self-Managed Super Fund AdviceAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000345060Postcode4812
Bachelor of Commerce (Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000436471Postcode4812
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001251597Postcode4812
Bachelor of Business (Economics and Regional Development)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001273290Postcode4812
Diploma of Financial Services (Financial Planning)Bachelor of Business (Accounting)Ethics and Professionalism in Financial AdviceSuperannuation and Retirement
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001273263Postcode4812
Bachelor of Business (Financial Management & Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001298801Postcode4812
Bachelor of Business (Management and Financial Planning)Ethics and Professionalism in Financial AdviceTaxation for Financial PlanningSMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311372Postcode4812
Diploma of Financial PlanningBachelor Of Business
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2025 (1 years)Registration #001311372Postcode4812
Diploma of Financial PlanningBachelor Of Business
SuperannuationLife InsuranceLife Investment
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