ExperienceSince 1991 (35 years)Registration #000250452Postcode4557
Entry level Competencies for financial services professionalDFP 2 & 4Investment Planning 1Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 1997 (29 years)Registration #000231082Postcode4557
Bachelor of CommerceDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InvestmentRSA Products
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ExperienceSince 1997 (29 years)Registration #000231824Postcode4557
Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000231823Postcode4557
Bachelor of BusinessGraduate Diploma in Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000336473Postcode4557
Life InsuranceSuperannuation and Retirement PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000341008Postcode4557
Bachelor of Business (Financial Planning)Master of FinanceFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000451757Postcode4557
Bachelor of Business MarketingSelf Managed Superannuation FundsFinancial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001235451Postcode4557
Advanced Diploma of Financial PlanningBachelor of Business (Management & Human Resource Management)Diploma of Financial PlanningSecurities and Managed Investments Course (DFP4)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272882Postcode4557
TASA and the TPB Code of Professional ConductBachelor of Commerce (Financial Planning)Bachelor of Business (Management)Ethics and Professionalism in Financial Advice Course (FPC002b)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001292117Postcode4557
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial AdviceSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310539Postcode4557
Bachelor of Commerce (Accounting & Fin Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001318812Postcode4557
Bachelor of Business (Economics and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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