ExperienceSince 1994 (32 years)Registration #001007321Postcode4101
Bachelor of BusinessGraduate Diploma of Applied Finance and InvestmentMargin Lending and Geared Investments AccreditationSpecialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000250360Postcode4101
Bachelor of Business (Marketing)Diploma of Financial PlanningGradupate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #001002671Postcode4101
Bachelor of Business (Economics)Diploma of Financial PlanningMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000315359Postcode4101
Accredited Listed Product Adviser (ASX ALPA) ProgramDiploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2000 (26 years)Registration #000264210Postcode4101
Bachelor of Business (Management)Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000278576Postcode4101
Bachelor of BusinessDiploma of Financial Services (FP)Estate PlanningSecurities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001007324Postcode4101
Bachelor of Business (Management)/Bachelor of EconomicsAdvanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Applied FinanceCertificate in Foundation Tax
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000279062Postcode4101
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Certified Financial PlannerMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000261088Postcode4101
Certified Financial PlannerSMSF SpecialistResponsible Manager AccreditationAccredited Investment Fiduciary
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2009 (17 years)Registration #000341471Postcode4101
Advanced Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2010 (16 years)Registration #001004184Postcode4101
Bachelor of Information SystemsGraduate Diploma in Financial PlanningCertified Financial PlannerTASACLv2 Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2011 (15 years)Registration #001002520Postcode4101
Master of Business Administration (Marketing Management)Master of AccountingDiploma of Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000402205Postcode4101
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Certificate of Financial PlanningMaster of Applied Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000439761Postcode4101
Bachelor of ScienceDiploma of Financial Planning FNS50804Advanced Diploma of Financial Planning FNS60404Diploma of Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001001994Postcode4101
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2014 (12 years)Registration #001007639Postcode4101
Bachelor of CommerceBachelor of AccountingDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000468395Postcode4101
Diploma of Financial Services (Financial Planning)Self Managed Superannuation fundsGraduate Diploma Of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001249090Postcode4101
Bachelor of Accounting SciencesDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEconomics and Legal Context for Financial Planning FPC001B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001249618Postcode4101
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningBachelor of CommerceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001258978Postcode4101
Master of Business AdministrationMaster of Information SystemsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272726Postcode4101
Bachelor of BusinessMasters of BusinessAdvanced Diploma of Financial PlanningClient Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270923Postcode4101
Bachelor of Commerce Financial PlanningSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270746Postcode4101
Diploma of Financial PlanningBachelor of Business and CommerceEFN520 Behavioural Client ManagementAYN457 Financial Planning Principles and Regulation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001293581Postcode4101
Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001306324Postcode4101
Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2025 (1 years)Registration #000397927Postcode4101
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2025 (1 years)Registration #001309057Postcode4101
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Registration #001316513Postcode4101
Graduate 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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