ExperienceSince 1989 (37 years)Registration #001235042Postcode4567
Australian Certified Investment PlannerDiploma in Financial MarketsPS146 Compliance ProgramMargin Lending & Geared Investments
SecuritiesGovernment Debentures
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ExperienceSince 1990 (36 years)Registration #001001965Postcode4567
PS146 Compliance ProgramSDIA Accreditation Program AssessmentASX Accredited Derivatives Adviser Level 2Margin Lending and Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000243252Postcode4567
Bachelor of EconomicsSDIA Accreditation Program (PS146)Stockbrokers and Investment Advisers Association (SIAA)
SecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #001250749Postcode4567
SDIA Accreditation Program AssessmentAccredited Derivatives Adviser Level 2 ASXDeposit Products and Non-Cash payments
SecuritiesDerivativesForeign Exchange
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ExperienceSince 1999 (27 years)Registration #001001137Postcode4567
Bachelor of Business (International Business)PS146 Compliance ProgramPS146 Compliance ProgramSDIA Accreditation Program Assessment
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #001002031Postcode4567
Bachelor of Arts (Economics)Master of Business Administration (Financial Management)Certified Financial PlannerDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000427052Postcode4567
Bachelor of Financial Administration (Accountancy)Master of Commerce (Taxation Studies)Certified Practising AccountantSMSF Specialist Advisor
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #001000777Postcode4567
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001005788Postcode4567
Self Managed Superannuation FundsDiploma of Financial Services (Financial Planning)Accredited Derivatives Adviser Level 2 ExamMargin Lending Accreditation Program
SecuritiesDerivativesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001003159Postcode4567
Bachelor of CommerceDiploma of Financial Services (Superannuation)Diploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000431072Postcode4567
Bachelor of CommerceBachelor of LawsCertificate IV in Finance and Mortgage BrokingDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000455060Postcode4567
Bachelor of CommerceRG146 Diploma (incl SMSF)Graduate Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000470576Postcode4567
Bachelor of Commerce (Financial Planning and Accounting)Financial Planner AFP (FPA)
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001246248Postcode4567
Master of Professional AccountingCPA ProgramFPC002B Ethics and Professionalism in Financial AdviceCPA Australia (CPA)
Superannuation
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