ExperienceSince 1989 (37 years)Registration #000268339Postcode4810
Diploma of Financial PlanningCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000268327Postcode4810
Diploma of Financial PlanningCFPMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000235925Postcode4810
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000227561Postcode4810
Bachelor of Business (Accountancy)Diploma of Financial Planning (8 units)Certified Financial Planner (CFP) of FAAA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001001853Postcode4810
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)FASEA (Financial Adviser) Exam
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2002 (24 years)Registration #001001853Postcode4810
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)FASEA (Financial Adviser) Exam
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2002 (24 years)Registration #000324007Postcode4810
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Financial PlanningAccredited Behavioral Finance Professional (ABFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000239684Postcode4810
Diploma of Financial AdvisingMargin Lending & Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000247748Postcode4810
Bachelor of CommerceCertified Financial PlannerDiploma of Financial PlannerEthics & Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000252904Postcode4810
Diploma of Financial Services (Finance/Mortgage Broking Management)Diploma of Mortgage LendingDiploma of Financial Services (Financial Planning)Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000331394Postcode4810
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds ProgramCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000418001Postcode4810
Bachelor of BusinessGraduate Diploma in Applied FinanceAdvanced Diploma of Financial Planning928 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001235517Postcode4810
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Commercial Law CourseTax for Financial Advising (Short Answer Exam) Gap Course
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2023 (3 years)Registration #001301181Postcode4810
Bachelor of Commerce (Financial Advising)Bachelor of LawsEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310835Postcode4810
Bachelor of Commerce (Financial Advising)
SuperannuationSecuritiesGovernment Debentures
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