ExperienceSince 1987 (39 years)Registration #000316713Postcode4215
Generic Financial PlanningSuperannuation and Retirement PlanningRisk ManagementManaged Investments
Life Insurance
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ExperienceSince 1992 (34 years)Registration #000242666Postcode4215
Diploma of Financial PlanningAccredited Listed Product Adviser ProgramSelf Managed Superannuation Funds ProgramEthics and Professionalism in Financial Advice Course (FPC002B)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000268330Postcode4215
The Securities & Derivatives Industry Association (SDIA) Accreditation ProgramDiploma of Financial Services (Financial Planning)Master of Business AdministrationAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000244959Postcode4215
Bachelor of CommerceBachelor of JurisprudenceDiploma of Financial Planning (8 units)Self Managed Superannuation Funds Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000335710Postcode4215
Diploma of Financial Services (Financial Planning)
Life Insurance
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ExperienceSince 1998 (28 years)Registration #000318488Postcode4215
Bachelor of Commerce (Accounting)Master of Business AdministrationAdvanced Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000337928Postcode4215
Accredited Derivatives AdviserPS146 Compliance Program
SecuritiesDerivatives
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ExperienceSince 1999 (27 years)Registration #000244836Postcode4215
Bachelor of LawGraduate Diploma of Financial PlanningSelf Managed Super Fund CourseASX Securities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000244871Postcode4215
Bachelor of AccountancyDFP Competencies (DFP8 & PKE)Self Managed Super Fund CourseASX Accredited Listed Products Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000420357Postcode4215
Diploma of Financial PlanningSelf Managed Super FundsMargin Lending and Geared InvestmentsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000272642Postcode4215
Bachelor of Financial AdminstrationCertified Financial Planner (CFP)SMSF Specialist Accreditation CourseCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000461670Postcode4215
Bachelor of Business & Hotel ManagementDiploma of Financial PlanningBehavioural Investment Advisor ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000344638Postcode4215
Diploma of Financial Services (Financial Planning)Taxation Planning
SuperannuationLife Insurance
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ExperienceSince 2003 (23 years)Registration #001000215Postcode4215
Diploma in Financial MarketsPost Grad Diploma of Applied Finance & InvestmentASX Responsible ExecutiveAssociation of Securities & Derivatives Advisers of Australia (ASDAA)
SuperannuationSecurities
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ExperienceSince 2003 (23 years)Registration #000240623Postcode4215
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000231931Postcode4215
Bachelor of Business (Accounting)Chartered Accountant (CA)SMSF Specialist AdvisorAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000231827Postcode4215
Bachelor of Business AccountingProfessional YearRegistered Tax AgentChartered Tax Advisor
Securities
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ExperienceSince 2003 (23 years)Registration #000277101Postcode4215
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf-Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001237654Postcode4215
Bachelor of ScienceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000238880Postcode4215
Bachelor of Business (majoring in banking & finance + extend major in funds management)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000268324Postcode4215
Bachelor of CommerceADA 1 & 2Graduate Diploma of Financial PlanningBranch Managers
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000297495Postcode4215
Bachelor of EconomicsGraduate Diploma of Financial ManagementCertificate IV in Financial PlanningDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000300036Postcode4215
Bachelor of Business (Accounting)Chartered Accountant (CA)SMSF Specialist AdvisorAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000307754Postcode4215
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced 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 #000303537Postcode4215
Advanced Diploma in Business (Accounting)Diploma of BusinessBachelor of CommerceMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000471632Postcode4215
Diploma of Financial Services (Financial Planning )Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000244661Postcode4215
Bachelor of BusinessSuperannuation and Retirement PlanningRisk ManagementSelf Managed Super Fund Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #000323704Postcode4215
Margin Lending & Geared InvestmentsDiploma of Financial Services ( Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000312314Postcode4215
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000315075Postcode4215
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Diploma of Finance & Mortgage BrokingMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000332683Postcode4215
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000329947Postcode4215
Self Managed Superannuation FundsBachelor of Commerce in Financial Planning and InvestmentsFinancial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000331193Postcode4215
Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Financial Planning)Margin LendingSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000342739Postcode4215
Bachelor of Business (Accounting)Master of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000420271Postcode4215
Bachelor of CommerceMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000332422Postcode4215
Bachelor of Business ManagementBachelor of CommerceALPA ASX Shares AccreditationAdvanced Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2013 (13 years)Registration #000446751Postcode4215
Bachelor of BusinessCertified Practicing Accountants Australia ProgramDiploma of Financial PlanningPrinciples in Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2013 (13 years)Registration #001007638Postcode4215
Bachelor of Business (Accounting)Diploma in Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCommercial and Corporations Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001238211Postcode4215
Advanced Diploma of Financial PlanningMargin LendingBachelor of CommerceFASEA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001237678Postcode4215
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001243308Postcode4215
Graduate Certificate in Accounting/Master of professional accountingDiploma of Financial PlanningAdvanced Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2016 (10 years)Registration #001250484Postcode4215
Bachelor of CommerceCertified Practicing Accountants (CPA)Diploma of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001259758Postcode4215
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Bachelor of CommerceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001259315Postcode4215
Bachelor of BusinessDiploma in Financial PlanningExam StandardGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001256684Postcode4215
Bachelor of BusinessDiploma of Financial PlanningMaster of Business AdministrationFPC001B Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270730Postcode4215
Bachelor of Business ( Employment Relations )Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269507Postcode4215
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Commerce (Financial Planning)Introduction to SMSFs
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272840Postcode4215
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningDiploma of Finance and Mortgage Broking ManagementGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001273105Postcode4215
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001296505Postcode4215
Bachelor of Commerce (Financial Planning and Marketing)Accredited Listed Product Adviser ProgramIntroduction to SMSFs
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001305848Postcode4215
Bachelor of Arts in EconomicsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001303525Postcode4215
Bachelor of CommerceBachelor of International Business
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001304394Postcode4215
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelors of CommerceCert 4 Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001308537Postcode4215
Bachelor of Business (Accountancy)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001306045Postcode4215
Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001308959Postcode4215
Bachelor of International Business (International Business)Bachelor or Business (Event Management)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311008Postcode4215
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311433Postcode4215
Bachelor of CommerceBachelor of International Business
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310752Postcode4215
Bachelor of Business (Accounting and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001300956Postcode4207
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Business (Financial Planning) with Distinction
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Registration #001315085Postcode4215
Bachelor of Business (Accounting & Finance)Certificate IV in Finance and Mortgage BrokingGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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