ExperienceSince 1993 (33 years)Registration #000249084Postcode4700
Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000231737Postcode4700
Bachelor of BusinessCertified Practicing Acountant (CPA)Margin Lending and Geared InvestmentsMAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001004221Postcode4700
Bachelor of BusinessSelf Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000250235Postcode4700
Bachelor of Business (Accounting)Diploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000249100Postcode4700
Bachelor of BusinessDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001002993Postcode4700
Certified Financial Planner (CFP)DFP1-8RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000231475Postcode4700
Bachelor of NursingGraduate Diploma of ManagementMaster of Business Administration (Financial Management)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000244886Postcode4700
Bachelor of CommerceChartered Accountants Professional Year ProgramDiploma of Financial Planning CompetenciesSelf Managed Superannuation Funds Course
SuperannuationRSA Products
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ExperienceSince 2002 (24 years)Registration #000299305Postcode4700
Advanced Diploma Financial Services (Financial Planning)Self Managed Super FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000285558Postcode4700
Bac Business (Accounting)Diploma of Financial PlanningSelf Managed Super Fund CourseASX Securities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001004635Postcode4700
Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningMargin Lending and Geared InvestmentsMaster in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000293532Postcode4700
Bachelor of BusinessMasters of AccountingSelf Managed Super Fund CourseAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001005021Postcode4700
Diploma of Financial Services (Financial Planning)Self Managed Super FundsAdvanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2006 (20 years)Registration #001241786Postcode4700
Bachelor of Business (Accounting)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001000990Postcode4700
Diploma of Financial PlanningMargin Lending & Geared InvestmentsAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000324242Postcode4700
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Advanced Strategies for Self-Managed Superannuation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000412700Postcode4700
Bachelor of AccountingDiploma of Financial Services (Financial Planning)Self-Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001234293Postcode4700
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsGraduate Diploma of Applied FinanceMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001253857Postcode4700
Bachelor of Business (Accounting)Certified Practising Accountant (CPA)Diploma of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269066Postcode4700
Diploma of Financial PlanningGraduate Certificate in Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310130Postcode4700
Bachelor of Business (Financial Planning and Management)FPC002B Ethics and Professionalism in Financial Advice
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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