ExperienceSince 1994 (32 years)Registration #000242723Postcode4017
Certified Financial Planner (CFP)Diploma Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000305170Postcode4017
Bachelor of BusinessAdvanced Diploma in Financial PlanningSelf Managed Superannuation FundsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001271200Postcode4017
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000338069Postcode4017
Diploma of Financial ServicesMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsCertificate IV Finance & Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000344168Postcode4017
Diploma of Financial ServicesCertificate IV in Financial Services (Finance and Mortgage Broking)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001273046Postcode4017
Bachelor of Business (Management)Self Managed Superannuation FundsAdvanced Diploma of Financial PlanningAged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001306101Postcode4017
Bachelor of CommerceDiploma of Financial PlanningSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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