ExperienceSince 2001 (25 years)Registration #001004981Postcode4172
8 unit Diploma of Financial PlanningMaster of Financial Planning5 unit CFP Certification ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #001002455Postcode4172
FNS50804 Diploma of Financial Services (Financial Planning)Certified Financial Planner Status (CFP)Advanced Diploma Financial Services (Financial Planning) FNS60404FNSASICR503A Provide Advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000308026Postcode4172
Diploma of Finance and Mortgage Broking ManagementDiploma of Financial PlanningGraduate Diploma of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001003471Postcode4172
Bachelor of BusinessDiploma Of Financial Services ( Financial Planning )Advanced Diploma Of Financial Services ( Financial Planning )Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2011 (15 years)Registration #000398461Postcode4172
Bachelor of Commerce (Finance and Marketing)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma Of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001269281Postcode4172
Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial Advice Course (FPC002B)Specialist SMSF CourseCertified Financial Planner (CFP) Education Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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