ExperienceSince 1988 (38 years)Registration #000239791Postcode4066
Bachelor of Business (Accountancy)Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1995 (31 years)Registration #001004902Postcode4066
Entry Level Competencies, Investment Planning 1 and Risk ManagementAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000336292Postcode4066
Diploma of Financial PlanningMaster of Financial Services LawCavendish & ICFS Specialist SMSF CourseDiploma of Business, Marketing, Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000227570Postcode4066
Bachelor of Science & Master of Science in ChemistryDiploma of Financial Planning (8 units)Margin Lending and Geared Investments CourseSelf Managed Supernnuation Funds Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #001004260Postcode4066
Diploma of Financial PlanningMargin lending and Geared InvestmentsTASA and the TPB Code of Professional PracticeFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2000 (26 years)Registration #000260295Postcode4066
Bachelor of EconomicsDiploma of Financial Planning Competencies (DFP1-4)Advanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000258321Postcode4066
RG146 Training CourseRG146 Training CourseRG146 Training CourseMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000440976Postcode4066
Graduate Diploma of Financial PlanningTier1: (928) Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000300996Postcode4066
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments CourseSelf Managed Superannuation Funds Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #000245187Postcode4066
Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000246804Postcode4066
Bachelor of BusinessAdvanced Diploma of Financial PlanningMFAA Accredited Mortgage ConsultantSelf Managed Fund Accrediation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000281448Postcode4066
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsASX Accredited Derivatives Adviser Level 1ASX Accredited Derivatives Adviser Level 2
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #001001638Postcode4066
8 unit Diploma of Financial PlanningSelf Managed Superannuation FundsAccredited Aged Care ProfessionalGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001000406Postcode4066
Bachelor of Business (Management)Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial Planner (CFP) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001002833Postcode4066
Bachelor of BusinessDiploma of Financial Services (Financial Planning) (FNS50804)Advanced Diploma of Financial Services (Financial Planning)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000292830Postcode4066
Certified Practising Accountant (CPA)Graduate Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000301419Postcode4066
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Aged Care Professional ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000301419Postcode4066
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Aged Care Professional ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000301419Postcode4066
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Aged Care Professional ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000440977Postcode4066
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001002846Postcode4066
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000329574Postcode4066
Bachelor of CommerceGraduate Certificate in Financial PlanningMaster of Financial PlanningMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000406291Postcode4066
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #000418846Postcode4066
Diploma of Financial Services (Financial Planning)Bachelor of Business (Management)Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2013 (13 years)Registration #001002819Postcode4066
Bachelor of Business (Finance)Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2013 (13 years)Registration #000448583Postcode4066
Bachelor of Business (Accounting)Certified Practising Accountant (CPA)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2013 (13 years)Registration #000441211Postcode4066
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2014 (12 years)Registration #001006908Postcode4066
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001009394Postcode4066
Bachelor of Business (Finance)FNS50611Margin Lending Adviser (Personal Advice)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001004356Postcode4066
Diploma of Financial PlanningBachelor of CommerceFPC002BGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001004697Postcode4066
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001242499Postcode4066
Bachelors of CommerceBachelors of LawsGraduate Diploma of Chartered AccountingSPAA Specialist Accreditation Program
Self-Managed Super (SMSF)
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ExperienceSince 2016 (10 years)Registration #001248790Postcode4066
Bachelor of EconomicsAdvanced Diploma in Financial PlanningDiploma of Financial ServicesEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001249095Postcode4066
Advanced Diploma of Financial PlanningTier 1 SecuritiesFPC002BGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001268413Postcode4066
Business (Finance)Diploma of Financial PlanningEthics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267479Postcode4066
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningAccredited Behavioural Finance Professional ABFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271688Postcode4066
Diploma of Financial PlanningBachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001268414Postcode4066
Business EconomicsBusiness Analysis & FinanceAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001236052Postcode4066
Certificate IV in AccountingCertificate IV in BookkeepingDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001285083Postcode4066
Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001303041Postcode4066
Graduate Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001307256Postcode4066
Bachelor of Business (Financial Planning)Exam Standard
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001306708Postcode4066
Bachelor of Business (Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2024 (2 years)Registration #001306708Postcode4066
Bachelor of Business (Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2024 (2 years)Registration #001306708Postcode4066
Bachelor of Business (Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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