ExperienceSince 1994 (32 years)Registration #000291090Postcode4740
Certified Financial PlannerDiploma of Financial PlanningSelf Managed Superannuation FundsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #001004588Postcode4740
Margin Lending Accreditation
SuperannuationSecuritiesDerivatives
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ExperienceSince 1996 (30 years)Registration #000440877Postcode4740
8 unit Diploma of Financial PlanningDPML Margin LendingDiploma Financial Services (Financial Planning)Advanced Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 1996 (30 years)Registration #000307960Postcode4740
Diploma of Financial PlanningCFP Certification ProgramSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000259257Postcode4740
Certified Financial Planner (CFP)Diploma of Financial PlanningMargin Lending Accreditation ProgramSMSF specialist adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000259275Postcode4740
Bachelor of CommerceCertified Practising AccountantCertified Practising AccountantDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000311228Postcode4740
Bachelor of Business (Accounting)8 Unit Diploma of Financial Planning4 Unit CFPFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000260686Postcode4740
Bachelor of Business (Accounting)Certified Practicing AccountantFinancial Planning SpecialistDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000226321Postcode4740
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000249991Postcode4740
Graduate Diploma of Financial PlanningTier 1 Margin LendingMaster of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2002 (24 years)Registration #000244830Postcode4740
Diploma of Financial PlanningSelf Managed Super Fund CourseCertified Financial PlannerMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000260349Postcode4740
Graduate Dipolma of Personal Financial PlanningSelf Managed Superannuation FundsCertified Financial PlannerLife Risk Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001004190Postcode4740
Diploma of Financial Planning FNS50804RG146 Tier 1 Margin LendingGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000290813Postcode4740
Diploma of Financial Services (Financial Planning)Margin Lending Accreditation ProgramDiploma of AccountingDiploma of Business
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000308075Postcode4740
Bachelor of Business (Major in Accounting)Graduate Diploma of Applied Finance & InvestmentMargin Lending & Geared InvestmentsFNS60404 Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000269186Postcode4740
8 unit Diploma of Financial PlanningRG146 Margin LendingMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001008822Postcode4740
Diploma of Financial Services (Financial Planning)Advance Diploma of Financial ServicesEthics and Professionalism in Financial AdviceGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2007 (19 years)Registration #000313116Postcode4740
Bachelor of EducationPost Graduate Diploma in Personal Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000317873Postcode4740
Advanced Diploma Financial Services (Financial Planning) FNS60404Diploma Financial Services (Financial Planning) FNS50804RG146 Margin Lending and Geared InvestmentsMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000267597Postcode4740
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2008 (18 years)Registration #000327931Postcode4740
Certification ProgramPostgraduate Diploma in Personal Financial PlanningCertified Financial PlannerSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001003228Postcode4740
Diploma of Financial Services (Financial Planning)Bachelor of Commerce (Financial Planning & Investments)Margin Lending & Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001004653Postcode4740
Bachelor Of EconomicsDiploma of Mortgage LendingDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000325024Postcode4740
Diploma of Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingBachelor of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000341950Postcode4740
Master of Business AdministrationDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2009 (17 years)Registration #001003139Postcode4740
Bachelor of BusinessProfessional Diploma of StockbrokingAdvanced Diploma of Financial Services (Financial Planning)Bachelor of Accounting
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2010 (16 years)Registration #000462120Postcode4740
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001001427Postcode4740
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Bachelor of Commerce with Distinction (Majoring in Finance, Financial Planning and Management)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2011 (15 years)Registration #001001430Postcode4740
Bachelor of EngineeringDiploma in Business (Frontline Management)Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2011 (15 years)Registration #000415320Postcode4740
Master of Business (Applied Finance)Accredited Listed Product Adviser (ASX ALPA) ProgramMargin Lending and Geared InvestmentsSMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #001002110Postcode4740
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Certified Financiall Planner Designation CourseworkEthics and Professionalism in Financial Plannin
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2013 (13 years)Registration #000450097Postcode4740
Bachelor of Commerce (Accounting and Financial Planning)Certified Financial PlannerSMSF Specialist Advisor (SSA)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001244801Postcode4740
Bachelor of LawsGraduate Diploma in Legal PracticeGraduate Diploma of Legal PracticeMaster of Professional Accounting
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000457630Postcode4740
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Business (Finance)SMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001003434Postcode4740
Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingDiploma of Finance and Mortgage Broking ManagementMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2016 (10 years)Registration #001248362Postcode4740
Bachelor of Business (International)Advanced 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 #001240805Postcode4740
Diploma of Financial PlanningBachelor of Business (Management)Accredited Behavioural Finance ProfessionalChartered Retirement Planning Counsellor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001250721Postcode4740
Chartered AccountancyPost Graduate Diploma in Business ManagementAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001254234Postcode4740
Bachelor of Business (Accounting)Graduate Certificate in Financial PlanningDiploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001259578Postcode4740
Bachelor of Business (Accounting)Certified Practicing Accountants Australia ProgramSMSF Personal AdviceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001254478Postcode4740
Bachelor of Accounting & Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269965Postcode4740
Bachelor of Business (Accounting)Certified Practicing Accountant (CPA)Self-Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
Superannuation
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ExperienceSince 2018 (8 years)Registration #001271571Postcode4740
Bachelor of Business & ManagementDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001267353Postcode4740
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Certificate in Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270005Postcode4740
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001261567Postcode4740
Advanced Diploma of Financial PlanningDiploma of Financial PlanningGraduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2023 (3 years)Registration #001299165Postcode4740
Bachelor of Business (Financial Planning)Accredited Listed Product Adviser ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2023 (3 years)Registration #001303253Postcode4740
Bachelor of Commerce (Accounting)Diploma of Financial PlanningM669 Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2023 (3 years)Registration #001292831Postcode4740
Bachelor of Business (Accounting)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2024 (2 years)Registration #001310090Postcode4740
Bachelor of Business (Management and Financial Planning) with DistinctionSMSF Specialist Advisor (SSA)Financial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001309640Postcode4740
Bachelor of AccountingBachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310510Postcode4740
Bachelor of Business (Management and Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2025 (1 years)Registration #001311288Postcode4740
Bachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001309277Postcode4740
Bachelor of Accounting
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001297618Postcode4740
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317357Postcode4740
Bachelor of Business (Management and Accounting)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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