ExperienceSince 1980 (46 years)Registration #000242126Postcode4509
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Super FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1990 (36 years)Registration #000282912Postcode4509
Diploma of Financial PlanningBachelor of BusinessSMSF Specialist AdviserFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1995 (31 years)Registration #001000373Postcode4509
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1999 (27 years)Registration #000295252Postcode4509
Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1999 (27 years)Registration #001004085Postcode4509
8 unit Diploma of Financial PlanningSelf Managed Superannuation FundsMargin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2002 (24 years)Registration #000255083Postcode4509
Bachelor of International Business8 unit Diploma of Financial Planning5 unit CFP Certification ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2004 (22 years)Registration #000309240Postcode4509
Bachelor of Commerce in Banking Finance and Risk ManagementMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000299233Postcode4509
Bachelor of Arts (Management Science)Diploma of Financial Services (Financial Planning)ASX ALPA ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001006830Postcode4509
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Margin LendingCFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2008 (18 years)Registration #001004789Postcode4509
Bachelor of Business Management (Business Economics)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2008 (18 years)Registration #000321737Postcode4509
Bachelor of Commerce Financial PlanningCertified Financial PlannerDPML Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000415486Postcode4509
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)Tax Practitioners Board
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001004145Postcode4509
Bachelor of BusinessCFPMargin LendingSMSF Specialist Advisor Program (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236354Postcode4509
Bachelor of Commerce (Accounting)Graduate Diploma of Financial PlanningTier 1 Margin LendingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267101Postcode4509
Baccalaureus Scientiae (Bachelor of Science)Postgraduate Diploma in Financial PlanningDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001282436Postcode4509
FPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningAccredited Listed Product Adviser ProgramFPC001B Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001296792Postcode4509
Bachelor of Management (Marketing)Diploma of Financial PlanningGraduate Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001294701Postcode4509
BP314 Bachelor of Business (Financial Planning)Certified Financial PlannerMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001306755Postcode4509
Bachelor of Commerce major in Financial Planning (v3)Graduate Diploma of Financial PlanningMaster of Financial PlanningSMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317749Postcode4509
Bachelor of Applied Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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