ExperienceSince 1990 (36 years)Registration #001007002Postcode4221
Graduate Diploma in Applied Finance and Investmentsprofessional diploma in stockbroking
SecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000244846Postcode4221
Certificate IV in Business (Marketing)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF Specialist
SuperannuationLife InsuranceLife InvestmentSecurities
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ExperienceSince 2007 (19 years)Registration #000295767Postcode4221
Bachelor of BusinessBachelor of Psychology with honoursDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecurities
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ExperienceSince 2008 (18 years)Registration #000332889Postcode4221
Diploma of Financial Services (Financial Planning)RG146 Self-managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2014 (12 years)Registration #001003211Postcode4221
Advanced Diploma of Financial PlanningDiploma of Financial PlanningPrinciples in Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236910Postcode4221
Bachelor of CommerceDiploma for Graduates Endorsed in AccountingDiploma of Financial PlanningSMSF Specialist Accreditation
SuperannuationLife InsuranceLife InvestmentSecurities
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ExperienceSince 2018 (8 years)Registration #001263074Postcode4221
Postgraduate Diploma in Financial PlanningAdvanced Postgraduate Diploma in Financial PlanningBachelor of Commerce (BComm)Diploma of Financial Planning (FNS50615)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272789Postcode4221
Bachelor of BusinessCertified Practising Accountant (CPA)Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001296202Postcode4221
Bachelor of Business (Finance & Management)Master of Financial PlanningAccredited Derivatives Adviser Level 1 (ADA 1)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001304149Postcode4221
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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