ExperienceSince 1999 (27 years)Registration #001004250Postcode4213
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000263612Postcode4213
Advanced Diploma of Financial PlanningSMSFALPAMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000231932Postcode4213
Bachelor of CommerceSelf Managed Superannuation Funds Adviser CourseDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2006 (20 years)Registration #000300727Postcode4213
Bachelor of ArtsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000329310Postcode4213
Diploma of Financial ServicesAdvanced Diploma of Financial ServicesSuperconcepts & ICFS Specialist SMSF courseAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001004202Postcode4213
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2021 (5 years)Registration #001286389Postcode4213
Bachelor of Commerce (Finance/Financial Planning)Introduction to Business Law 2105AFERevenue Law: Theory & Policy in action 3106AFEEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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