ExperienceSince 1989 (37 years)Registration #000244740Postcode4006
Diploma Of Financial PlanningSelf Managed Superannuation Fund CourseMargin Lending AccreditationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000252784Postcode4006
Bachelor of BusinessDiploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000339435Postcode4006
Bachelor of International BusinessGraduate Diploma in Applied Fiance and InvestmentMasters of Business AdministrationCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000275201Postcode4006
Diploma of Business ManagementDiploma of Financial PlanningMasters of Business AdministrationAdvanced Strategies for Self Managed Superannuation
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000232176Postcode4006
Bachelor of CommerceCertificate in Financial MarketsMaster of CommerceEthic and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000253341Postcode4006
Diploma of Financial PlanningCertified Financial PlannerBachelor of BusinessFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000309455Postcode4006
Bachelor of Business (Accountancy)Graduate Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000293536Postcode4006
Ethics and Professionalism in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001235564Postcode4006
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2006 (20 years)Registration #000306646Postcode4006
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSuperConcepts & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000314065Postcode4006
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000316361Postcode4006
Diploma of Financial PlanningBachelor of Commerce in Financial Planning, majoring in AccountingCertified Financial PlannerDPML Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000309952Postcode4006
Bachelor of CommerceDiploma of Financial ServicesAdvanced Diploma of Financial ServicesCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #000319560Postcode4006
Bachelor of BusinessAdvanced Diploma of Financial ServicesCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001005973Postcode4006
Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseSelf Managed Superannuation Funds ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000338247Postcode4006
Tier 1 Adviser Compliance SolutionASX Accredited Listed Products Adviser (ALPA) ProgramMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001005228Postcode4006
Bachelor of CommerceBachelor of EconomicsChartered Financial Analyst DesignationCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000415389Postcode4006
Diploma of Financial Services (Financial Planning)ASX Accredited Listed Products Adviser (ALPA) ProgramCavendish & ICFS Specialist SMSF CourseMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000414144Postcode4006
Diploma of Financial PlanningMargin LendingSelf-Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000401780Postcode4006
Diploma of Financial Services (Financial Planning)SMSF Specialist Advisor (SSA)Graduate Diploma of Financial PlanningSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000464810Postcode4006
Bachelor of BusinessFIN1103 Financial MarketsAdvanced Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #000426392Postcode4006
Bachelor of Business (International Business)Diploma of Financial Services (FP)Diploma of Financial Services (FP)Advanced Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2012 (14 years)Registration #000431080Postcode4006
Diploma of Financial PlanningSelf-Managed Superannuation FundsAdvanced Diploma of Financial PlanningGSZ458_21FP11A: Ethics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000433441Postcode4006
Bachelor of BusinessCert IV in Finance & Mortgage BrokingMasters of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000456116Postcode4006
Diploma of Financial PlanningMargin LendingASX Listed Products Accreditation CourseSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2016 (10 years)Registration #001239805Postcode4006
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001239905Postcode4006
Bachelor of Business (Finance)Diploma of Financial PlanningCertificate IV Finance and Mortgage BrokingFPE020 SMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270975Postcode4006
Bachelor of Business (Financial Management)FPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269205Postcode4006
Bachelor of CommerceGraduate Certificate in Financial PlanningMaster of Financial PlanningAccredited Listed Product Adviser Program (ALPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001285517Postcode4006
Bachelor of Commerce (Economics and Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFPE020 SMSF Regulations and TaxationCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001297665Postcode4006
Bachelor of Business (Finance)FPC002B Ethics and Professionalism in Financial AdviceFPE020 SMSF Regulations and TacationGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001297666Postcode4006
Graduate Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001303353Postcode4006
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001305137Postcode4006
Bachelor of CommerceMasters of Applied Finance(Financial Planning)Certified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310932Postcode4006
Bachelor of Science (Psychology)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001314078Postcode4006
Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001313573Postcode4006
Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317499Postcode4006
Bachelor of Business (Finance)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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