ExperienceSince 1998 (28 years)Registration #000245050Postcode4566
ASX Accredited Listed Products Adviser (ALPA) ProgramCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000244951Postcode4566
Bachelor of BusinessDiploma of Financial Planning (8 units)Self Managed Superannuation Funds Adviser CourseAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000274543Postcode4566
Bachelor of ScienceGraduate Diploma of Applied Finance & InvestmentDiploma of Technical AnalysisMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000279018Postcode4566
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial Planner (CFP) Education ProgramASX Accredited Listed Product Adviser (ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001005237Postcode4566
Bachelor of Business (Banking and Finance)Investment Planning 1Retirement Planning and Principles CourseMargin Lending and Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000268338Postcode4566
Bachelor of EconomicsSDIA Accreditation ProgramEthics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000461484Postcode4566
Arts / Philosophy (Honours)Diploma of Financial PlanningSMSF ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001243783Postcode4566
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)Financial Planner AFP (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #000300882Postcode4566
Bachelor of CommerceCertified Practising AccountantPS146 Insurance & InvestmentsFNS10 Financial Services Traing Package
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270175Postcode4566
Bachelor of EconomicsGraduate Diploma of Financial PlanningDiploma of Financial PlanningAged Care Accredited Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269862Postcode4566
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentMaster of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001286096Postcode4566
Bachelor of Business (Accounting)Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001285752Postcode4566
Bachelor of Business / Bachelor of Commerce (Accounting)FPC002B Ethics and Professionalism in Financial AdviceIntroduction to Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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