ExperienceSince 2005 (21 years)Registration #000242607Postcode4053
Bachelor of Business (Management)Certified Financial Planner (CFP)Post Graduate Diploma in ManagementDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000393036Postcode4053
Diploma of Financial Services (Financial Planning)Bachelor of CommerceChartered Tax Adviser (CTA)Institute of Public Accountants (IPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001006516Postcode4053
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningMaster of Financial PlanningEthics and Professionalism in Financial Advice Course (FPC002B)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000433394Postcode4053
Bachelor of Financial AdministrationDiploma of Financial PlanningMargin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2016 (10 years)Registration #001249646Postcode4053
Bachelor of BusinessChartered Accountant ProgramMaster of CommerceFPC002B Ethics and Professionalism in Financial Advice
Superannuation
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ExperienceSince 2018 (8 years)Registration #001273028Postcode4053
Bachelor of Commerce (Finance)Bachelor of International BusinessSpecialist SMSF CourseAccredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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