ExperienceSince 2000 (26 years)Registration #000276299Postcode4169
Diploma of Financial PlanningCertified Financial PlannerProfessional Diploma in Securities and DerivativesMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000454671Postcode4169
Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin Lending and Geared InvestmentsAccredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000332402Postcode4169
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningMargin Lending Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000411656Postcode4169
Bachelor of EconomicsBachelor of Business (Accountancy)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000407464Postcode4169
Bachelor of Business (Marketing)Diploma of Financial Services (Financial Planning)Master of Business (Finance)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000436096Postcode4169
Bachelor of Arts with First Class Honours in EnglishMaster of Business AdministrationDiploma of Financial Services (Financial Planning) FNS50804Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001000680Postcode4169
Diploma of Business (Frontline Management)Diploma of Financial Services (Financial Planning)Bachelor of Commerce (Finance)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001302839Postcode4169
Graduate Diploma of Financial PlanningFPE020 SMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001308650Postcode4169
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319019Postcode4169
Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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