ExperienceSince 2002 (24 years)Registration #001003534Postcode4655
Diploma of Financial Planning Competencies (Modules 1-4)Advanced Diploma of Financial Planning Competencies (Modules 5-8)Self Managed Superannuation Funds CourseMargin Lending and Geared Investments Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #000302999Postcode4655
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000278371Postcode4655
Bachelor of BusinessAdvanced Diploma of Financial Services (Financial PlanningDiploma of Financial Services (Financial PlanningMargin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000253547Postcode4655
Business Law 51123Taxation Law & Practice 1 (1993)Bachelor of Business (Professional Accounting)Certified Practising Accountant
SuperannuationLife InsuranceLife InvestmentSecurities
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ExperienceSince 2009 (17 years)Registration #000415415Postcode4655
Diploma of Financial Services (Financial Planning)Cavendish & ICFS Specialist SMSFCourseBachelor of Business (Banking & Finance)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001007845Postcode4655
Bachelor of Business (Agricultural Commerce)Advanced Diploma of Financial Services (Financial Planning)SMSF Specialist AdvisorEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001002720Postcode4655
Bachelor of CommerceEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001237866Postcode4655
Masters of Occupational Therapy StudiesCavendish & ICFS Specialist SMSF CourseAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269100Postcode4655
Bachelor of Science (Human Movement)Diploma of Financial Planning (DFP1-3)Securities and Managed Investments Program (DFP4)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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