ExperienceSince 1990 (36 years)Registration #000341381Postcode4020
Bachelor of CommerceMasters of Business Administration
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 1990 (36 years)Registration #000263880Postcode4020
Diploma of Financial Planning (DFP 1-8)RG146 Provide advice in Margin LendingSMSF Specialist Online CourseMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1994 (32 years)Registration #000259114Postcode4020
Financial ServicesMargin Lending and Geared InvestmentsMember of the Australian Institute of ManagementStockbrokers and Investment Advisers Association (SIAA)
SecuritiesDerivativesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000259400Postcode4020
Financial Services
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000231134Postcode4020
Diploma of Financial PlanningMasters of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000259644Postcode4020
Bachelor of Business (Accountancy)Graduate Diploma of Advanced AccountingMasters of Business AdministrationGraduate Certificate of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001008687Postcode4020
B. BusCertificate of Superannuation ManagementCommissioner for DeclarationsGrad. Dip. Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000274027Postcode4020
Bachelor of BusinessDiploma of Financial PlanningMargin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000295165Postcode4020
Bachelor of Business (Tourism)Bachelor of Business (Honours)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000332575Postcode4020
Bachelor of Commerce (Law Fin)Diploma Financial Services(Financial Planning) FNS50804RG146 Margin Lending & Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000468453Postcode4020
Bachelor of BusinessGraduate Diploma in Business AdministrationExecutive MBAIPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000332443Postcode4020
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001242539Postcode4020
Bachelor of CommerceChartered Accountant (CA)Graduate Diploma in Business (Professional Accounting)SMSF Strategies
Superannuation
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