ExperienceSince 1985 (41 years)Registration #000238758Postcode4127
Diploma of Financial planningSpecialist in Professional Financial PlanningCertified Financial PlannerMIAA Initial Compliance Pack 2005
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1991 (35 years)Registration #000250751Postcode4127
Bachelor of CommerceDiploma in Life InsuranceDiploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000226260Postcode4127
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentCertified Financial PlannerMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000247609Postcode4127
Diploma of Financial PlanningSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000245993Postcode4127
Bachelor of CommerceCertified Financial PlannerGraduate Diploma in Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000247885Postcode4127
Advanced Diploma of Financial Services (Financial Planning)Fellow Chartered Financial Practitioner (FChFP)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2000 (26 years)Registration #000318499Postcode4127
Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000322435Postcode4127
Bachelor of BusinessSMSFGraduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000334010Postcode4127
Bachelor of Commerce (Financial Planning and Investments)Graduate Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000426375Postcode4127
Bachelor of BusinessGraduate Certificate in Financial PlanningGraduate Diploma of Applied FinanceEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000429693Postcode4127
Diploma of International BusinessDiploma of Financial Services (Financial Planning)SuperConcepts Specialist SMSF CourseCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2016 (10 years)Registration #001239336Postcode4127
Bachelor of CommerceGraduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269382Postcode4127
Certificate IV in Finance and Mortgage BrokingDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001261755Postcode4127
Bachelor of Business (Finance)Diploma of Financial Services (Financial Planning)Tax for Financial AdvisingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2023 (3 years)Registration #001297315Postcode4127
Bachelor of CommerceEthics and Professionalism in Financial AdviceSMSF Regulations and TaxationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001301752Postcode4127
Bachelor of CommerceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001301741Postcode4127
Bachelor of CommerceMaster of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317728Postcode4127
Bachelor of Behavioural ScienceBachelor of Business
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001314673Postcode4127
Bachelor of CommerceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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