ExperienceSince 1986 (40 years)Registration #000413881Postcode4350
Diploma of Financial Services (Financial Planning)AMP & ICFS Specialist SMSF CourseDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000307480Postcode4350
Investment Planning 2Taxation PlanningPolicy Statement 146 Knowledge AssessmentThe Strategic Advice Steps for Aged Care
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000390545Postcode4350
Bachelor of Business (Accounting)Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #001000785Postcode4350
MArgin Lending and Geared InvestmentsSelf Managed Superannuation FundsASX Accredited Listed Products Adviser (ALPA) ProgramAdvanced Dipiloma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000246066Postcode4350
Bachelor of EconomicsDiploma of Financial AdvisingMargin Lending and Geared InvestmentsFellow Chartered Financial Practioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000302980Postcode4350
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial Planner (CFP) Education ProgramSelf Manged Superannuation Funds Course & Margin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000307312Postcode4350
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)FPC007B Client Engagement SkillsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001005436Postcode4350
Bachelor of BusinessDiploma Financial Services (Financial Planning) FNS50802Advanced Diploma of Financial Services (Financial Planning) FNS60404Certified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001003538Postcode4350
Advanced Diploma of Financial Services (Financial Planning)FPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000310648Postcode4350
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000319968Postcode4350
2006LAW Introduction to Business LawBachelor of International Finance7106AFE Income Tax LawMaster of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001236284Postcode4350
Bachelor of Financial AdministrationLS351 Corporation LawLS352 Taxation LawCPA
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001233422Postcode4350
Tier 1 Margin LendingDiploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF CourseASX Listed Products Accreditation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001235120Postcode4350
Cert IV finance and MortgageDiploma of Financial PlanningGraduate Diploma of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2015 (11 years)Registration #001007759Postcode4350
Diploma of Financial PlanningSecurities and Managed InvestmentsSelf Managed Superannuation FundsBachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001246209Postcode4350
Diploma of Financial PlanningBachelor of Commerce Finance MajorAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001239617Postcode4350
Bachelor of Chemical EngineeringMaster of Business (Banking and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001256573Postcode4350
Bachelor of Business ManangementDiploma Of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251585Postcode4350
Bachelor of Commerce (Accounting)Certified Practicing Accountant (CPA)Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001303478Postcode4350
Bachelor of Business (Economics)Bachelor of Laws (Honours)Graduate Diploma of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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