ExperienceSince 1991 (35 years)Registration #000246395Postcode4650
Bachelor of EconomicsDiploma of Financial PlanningMargin Lending and Geared InvestmentsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000259711Postcode4650
Bachelor of BusinessDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000246394Postcode4650
Bachelor of BusinessCPA ProgramSMSFMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000324621Postcode4650
Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2000 (26 years)Registration #000247920Postcode4650
Advanced Diploma Of Financial ServicesCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000259712Postcode4650
Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsASX Listed Products Accreditation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000294074Postcode4650
Diploma of Financial Services (Financial Planning)Certificate IV in Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000354230Postcode4650
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001247789Postcode4650
Bachelor of CommerceChartered Accountants ProgramFPC002B Ethics and Professionalism in Financial AdviceFPC001B Economic and Legal Context for Financial Planning
Superannuation
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Registration #001299856Postcode4650
25142 Introductory & Contract LawFPC006 Tax and Commercial Law for Financial PlanningMaster of Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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