ExperienceSince 1981 (45 years)Registration #000279559Postcode4226
Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1993 (33 years)Registration #000227567Postcode4226
Bachelor of Business (Accountancy)FPC002B-Ethics and Professionalism in Financial AdviceCPA Australia (CPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000279563Postcode4226
Senior Associate of Financial PlanningCertified Financial PlannerDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1998 (28 years)Registration #000260301Postcode4226
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments ProgramDiploma of Financial Services (Finance & Mortgage Broking Management)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000279558Postcode4226
Bachelor of Business (Banking and Finance)Certified Financial PlannerDiploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000294087Postcode4226
Advanced Diploma Financial Services (Financial Planning) FNS60404RG146 Margin LendingSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #000227347Postcode4226
Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2002 (24 years)Registration #000223110Postcode4226
Self Managed Superannuation Funds Specialist AdvisorGraduate Diploma of Financial PlanningMasters of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000246389Postcode4226
Bachelor of CommerceRG146 DFS 1-4RG146 Margin Lending & Geared InvestmentsInstitute of Public Accountants (IPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000239985Postcode4226
Bachelor of Arts in HumanitiesDiploma of Financial PlanningMargin Lending and Geared InvestmentsDiploma of Financial Services (Finance/Mortgage Broking Management FNS50504)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #000343002Postcode4226
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000342586Postcode4226
Bachelor of International Finance (Accointing)Master of Financial PlanningCertified Financial PlannerASX Accredited Listed Products Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000416845Postcode4226
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Master of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2004 (22 years)Registration #000282976Postcode4226
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)Million Dollar Round Table (USA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000418375Postcode4226
Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Services (Financial Planning) FNS60404RG146 Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2006 (20 years)Registration #000286860Postcode4226
Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSSA - SMSF Specialist Accreditation (SPAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000322890Postcode4226
Bachelor of Marketing (eCommerce)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningCertificate Four in Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001008494Postcode4226
Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000332054Postcode4226
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000326266Postcode4226
Bachelor of LawsMaster of Commerce (Professional Accounting)Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000335089Postcode4230
Bachelor of CommerceBachelor of LawsGraduate Diploma of Chartered AccountingDiploma of Financial Services (Financial Planning) FNS50804
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000331595Postcode4226
Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Specialist SMSF CourseEthics and Professionalism in Financial Advice Course (FPC002B)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000338871Postcode4226
Bachelor Of BusinessAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001001464Postcode4226
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000363541Postcode4226
Bachelor of Commerce (Finance)Advanced Diploma of Financial Services (Financial Planning)Tier 1 Adviser Compliance SolutionMargin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001004747Postcode4226
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsBachelor of Business Finance/AccountingAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000341145Postcode4226
Bachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2010 (16 years)Registration #001003257Postcode4226
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Provide Advice in Margin LendingAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000406967Postcode4226
Diploma of Financial Services (Financial Planning)Advanced Texation PlanningEstate Planning, Practice Management & MarketingAdvance Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2012 (14 years)Registration #000449260Postcode4226
Bachelor of ScienceDiploma of Financial PlanningFNS60410 Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001005013Postcode4226
Bachelor of Commerce (Financial Planning)Self Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000467779Postcode4226
Bachelor of Business (Banking & Finance)Diploma of Financial MarketsMaster of ManagementDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000467779Postcode4226
Bachelor of Business (Banking & Finance)Diploma of Financial MarketsMaster of ManagementDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001237927Postcode4226
Bachelor of Business (Financial Planning)Tier 1 Margin LendingSMSFFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001250900Postcode4226
Bachelor of Commerce (Financial Planning and Investments)Diploma of Share Trading and InvestmentMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001244872Postcode4226
Diploma of Financial PlanningBachelor of Commerce (Financial Planning & Accounting)Bachelor of CommerceTax Agent Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001239782Postcode4226
Bachelor of Business ManagementDiploma of Financial PlanningSelf Managed Superannuation FundsFNSTPB06 & FNSTPB507
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001243654Postcode4226
Bachelor of International Hotel and Tourism ManagementDiploma of Financial Planning (DFP1-3)Securities and Managed Investments Course (DFP4)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001247332Postcode4226
Bachelor of Commerce (Economics and Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceAccredited Aged Care ProfessionalMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001250225Postcode4226
Bachelor of BusinessDiploma of Financial PlanningSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001245234Postcode4226
Diploma of Financial PlanningFaesea
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001255956Postcode4226
Diploma of Financial PlanningAdvance Diploma of Financial PlanningGraduate Certificate in Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269634Postcode4226
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269350Postcode4226
Diploma of BusinessBachelor of Business StudiesDiploma of Financial PlanningMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2021 (5 years)Registration #001283928Postcode4226
Bachelor of BusinessMaster of Financial PlanningAged and Disability Care Specialist AdviserFPC002B Ethics and Professionalism in Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001293409Postcode4226
Bachelor of BusinessBachelor of CommerceGraduate Diploma of Financial PlanningMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2023 (3 years)Registration #001302293Postcode4226
BACHELOR OF COMMERCEMAA769Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001308274Postcode4226
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001308274Postcode4226
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311351Postcode4226
Diploma of Financial PlanningGraduate Certificate of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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