ExperienceSince 1999 (27 years)Registration #000259508Postcode4556
Entry Level CompetenciesRisk Management for Financial Services ProfessionalsSuperannuation and RetirementInvestment Planning 1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001003523Postcode4556
Diploma of Financial Advising (8 Units)PS146 Knowledge AssessmentSelf Managed Superannuation Funds CourseRG146 Assessment
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2006 (20 years)Registration #000235321Postcode4556
Certificate Four in Finance & Mortgage BrokingDiploma of Financial Services (Financial Planning)Margin LendingAdvanced Diploma Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000235321Postcode4556
Certificate Four in Finance & Mortgage BrokingDiploma of Financial Services (Financial Planning)Margin LendingAdvanced Diploma Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001265971Postcode4556
Bachelor of Business (Management)Diploma of Financial Planning (DFP1-3)Securities and Managed Investments Program (DFP4)Advanved Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2024 (2 years)Registration #001307249Postcode4556
Graduate Diploma
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2024 (2 years)Registration #001309037Postcode4556
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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