ExperienceSince 1985 (41 years)Registration #000247597Postcode4350
Diploma of Financial PlanningEthics and Professionalism in Financial AdviceCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1990 (36 years)Registration #000249253Postcode4350
Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1997 (29 years)Registration #000258515Postcode4350
Bachelor of CommerceCommercial LawTax for Financial Advising
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 1998 (28 years)Registration #000231864Postcode4350
Bachelor of BusinessChartered Accountants (CA)Margin Lending and GearedChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000264164Postcode4350
Bachelor of CommerceCertified Practising AccountantCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1998 (28 years)Registration #000273776Postcode4350
Diploma of Financial AdvisingAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000239380Postcode4350
Bachelor of EconomicsDiploma of Financial PlanningCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000263556Postcode4350
Bachelor of Business (Banking and Finance)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1999 (27 years)Registration #001000638Postcode4350
Bachelor of CommerceDiploma of Financial PlanningCertified Financial Planner Education ProgramEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000267882Postcode4350
Bachelor of CommerceCertified Practising AccountantFinancial Planning SpecialistTax Agent
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 2000 (26 years)Registration #000291049Postcode4350
Diploma of Financial AdvisingDiploma of Financial ServicesGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000252542Postcode4350
Bachelor of CommerceDiploma of Financial PlanningDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2000 (26 years)Registration #000395917Postcode4350
Diploma of Financial Planning (DFP 1-8)Master of Financial PlanningRG146 Provide Advice in Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000248992Postcode4350
Diploma of Financial MarketsDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000232124Postcode4350
Bachelor of Business (Professional Accounting)Chartered Accountant (CA)Margin Lending and Geared InvestmentsSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000454295Postcode4350
Bachelor of CommerceCertified Practicing Accountant (CPA)Diploma of Financial Planning (DFP 1-8)RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000249314Postcode4350
Bachelor of CommercePostgraduate Diploma in Advanced AccountingGraduate Diploma of Applied Finance and InvestmentSMSF Specialisation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000250601Postcode4350
Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000229082Postcode4350
Advance Diploma of Financial PlanningCertified Financial PlannerCert IV Finance/Mortgage BrokingSMSF Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000239359Postcode4350
Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000237503Postcode4350
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2004 (22 years)Registration #001007528Postcode4350
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001004751Postcode4350
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000271505Postcode4350
Margin Lending and Geared Investments CourseAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #000249147Postcode4350
Diploma of Financial PlanningTier 1 Managed InvestmentsTier 1 SecuritiesAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000253546Postcode4350
Bachelor of CommerceCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000335579Postcode4350
Bachelor of CommerceGraduate Diploma Applied Finance and InvestmentAdvanced Diploma of Financial Serivces (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001000862Postcode4350
Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #001003311Postcode4350
Bachelor of CommerceDFP Modules 1-3 (FPA1, FPA2, FPA3)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000293666Postcode4350
Bachelor of BusinessCertified Practising Accountant 10/6/2005Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000308804Postcode4350
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2006 (20 years)Registration #001000590Postcode4350
Bachelor of Engineering (Electrical Engineering)Graduate Diploma of Financial PlanningSenior AssociateCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000307249Postcode4350
Diploma of Financial PlanningSelf Managed Super fundsCertificate IV Financial Services & MortgageMargin Lending Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000305616Postcode4350
Bachelor of Commerce (Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Gearing Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #000315195Postcode4350
Bachelor of Business (Accounting)Bachelor of LawDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000398508Postcode4350
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2007 (19 years)Registration #001258155Postcode4350
Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsEthics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000314376Postcode4350
Bachelor of Exercise ScienceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial ServicesCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000329494Postcode4350
Bachelor of Commerce (Major Finance)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000290136Postcode4350
Bachelor of CommerceGraduate Diploma of Financial PlanningASX Accredited Derivatives Adviser Level TwoFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000341081Postcode4350
Bachelor of Arts (Economics)Advanced Diploma of Financial ServicesCertified Financial PlannerMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2009 (17 years)Registration #000343548Postcode4350
Bachelor of Business (Marketing)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2009 (17 years)Registration #000335975Postcode4350
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2009 (17 years)Registration #000336539Postcode4350
Diploma of Financial Services (Financial Planning) FNS50804Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning (FNS60410)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000343279Postcode4350
Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000335241Postcode4350
Bachelor of CommerceGraduate Certificate in Applied Finance and InvestmentFNS60404 Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000364911Postcode4350
Diploma of Financial PlanningTier 1 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000344811Postcode4350
Bachelor of Mass Communications (Marketing, Public Relations)Certificate IV in financial Services (Finance/Mortgage Broking)Diploma of Financial Planning (Financial Services)Graduate Diploma Of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2011 (15 years)Registration #000403901Postcode4350
Bachelor of CommerceGraduate Diploma in Personal Financial PlanningMaster of Business (Personal Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000453288Postcode4350
Bachelor of Commerce (General Commerce)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000400819Postcode4350
Diploma of Financial Services (Financial Planning)Bachelor of Commerce (Finance)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000329748Postcode4350
Certificate IV in Financial Services (Finance/Mortgage Broking)Diploma of Finance and Mortgage Broking ManagementDiploma of Financial Services (Financial Planning)SMSF Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000425270Postcode4350
Bachelor of Business Major in Computer Software DevelopmentDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000448674Postcode4350
Bachelor of Business (Applied Economics & Resources Management)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000234911Postcode4350
Bachelor of Financial AdministrationDiploma of Financial PlanningCertified Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000447830Postcode4350
Bachelor of Commerce (Finance)Diploma of Financial PlanningMargin LendingAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000460193Postcode4350
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningRG146 Tier 1 Specialist Margin Lending CourseDFP5v2 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000451705Postcode4350
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Seperannuation FundsGraduate Certificate in Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2015 (11 years)Registration #001258175Postcode4350
Bachelor of Arts with Honours in Business EconomicsAdvanced Diploma of Financial PlanningDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001233404Postcode4350
Bachelor of Commerce (Finance and Economics)Margin LendingAccredited Listed Product Adviser ProgramPrinciples of Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001245581Postcode4350
FNS50611 Diploma of Financial PlanningFNS60415 Advanced Diploma of Financial PlanningBachelor of BusinessFPC001B Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001239788Postcode4350
Bachelor of BusinessCPADiploma of Financial PlanningEthics and Professionalism in Financial Advice
Superannuation
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ExperienceSince 2016 (10 years)Registration #001249691Postcode4350
Bachelor of ArtsMaster of CommerceSelf Managed Superannuation FundsCertified Practicing Accountant (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001242097Postcode4350
Bachelor of Commerce (Accounting)Certified Practicing Accountants (CPA) Australia ProgramDiploma of Financial PlanningChartered Accountant (CA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001252252Postcode4350
Certificate III Financial ServicesDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001261624Postcode4350
BLAW1004 Business LawDiploma of Financial PlanningBLAW2015 BLW21 Company Law for BusinessTAXA2001 BLW32 Introduction to Australian Tax Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001268376Postcode4350
Bachelor of Commerce (Finance)Diploma of Financial PlanningSecurities and Managed InvestmentsTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #001271384Postcode4350
Bachelor of Applied FinanceBachelor of Commerce (Accounting)Diploma of Financial MarketsGraduate Diploma of Financial Planning
DerivativesForeign Exchange
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ExperienceSince 2018 (8 years)Registration #001261925Postcode4350
Bachelor of CommerceDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272868Postcode4350
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269544Postcode4350
Bachelor of Economics with Honours (BEcHons)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001264492Postcode4350
Bachelor of EconomicsDiploma of Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001292717Postcode4350
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001286283Postcode4350
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceAccredited Listed Product Adviser (ALPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2022 (4 years)Registration #001292734Postcode4350
Bachelor of Business & Commerce with majors in Accounting & FinanceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001314366Postcode4350
Bachelor of EconomicsBachelor of MathematicsGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Registration #001316940Postcode4350
Bachelor of Commerce (Finance)FPC002B Ethics and Professionalism in Financial AdviceTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001320237Postcode4350
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001318317Postcode4350
Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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