ExperienceSince 1997 (29 years)Registration #000246064Postcode4122
Bachelor of Business (Accountancy)Graduate Diploma in Advanced AccountingGraduate Diploma in Applied Finance and InvestmentMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000440870Postcode4122
Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Margin LendingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000440872Postcode4122
Bachelor of Business AccountancyDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Finanical Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001002982Postcode4122
Bachelor of CommerceFinancial Planning Principles and Practice8 unit Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000236866Postcode4122
8 Unit Diploma of Financial PlanningDouble Degree in International Business & Commerce5 Unit CFP Certification ProgramCertificate IV Mortgage Broking
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #000236866Postcode4122
8 Unit Diploma of Financial PlanningDouble Degree in International Business & Commerce5 Unit CFP Certification ProgramCertificate IV Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000236867Postcode4122
Bachelor of Visual ArtsDiploma of Financial PlanningCertificate IV in Financial Services (Finance and Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000244957Postcode4122
Bachelor of CommerceBachelor of EconomicsDiploma of Financial PlanningSelf Managed Super Fund Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000297694Postcode4122
Bachelor of CommerceDiploma of Financial PlanningAccredited Aged Care ProfessionalCFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001002436Postcode4122
Bachelor of Commerce in Financial Planning and InvestmentsFPC002B Ethics and Professionalism in Financial AdviceTASA 2009 and the Code of Professional Conduct Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2006 (20 years)Registration #000306877Postcode4122
Bachelor of Business (Accounting and Commercial Computing)CPA ProgramSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000319974Postcode4122
Bachelor of Business (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Margin LendingAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000323893Postcode4122
Diploma of Financial Planning FNS50804RG146 Margin Lending & Geared InvestmentsDiploma of Financial Services (Finance & Mortgage Broking)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000440876Postcode4122
Bachelor of Information TechnologyBachelor of BusinessGraduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000403268Postcode4122
Bachelor of BusinessApplied Finance & InvestmentsGraduate Diploma in Applied Finance and InvestmentDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000358398Postcode4122
Bachelor of Business (International Business)Master of Business (Professional Accounting)CPA ProgramDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #000385659Postcode4122
Bachelor of Business (International Business)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2013 (13 years)Registration #000431738Postcode4122
Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2014 (12 years)Registration #000461431Postcode4122
Diploma of Financial Servcies (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #000409480Postcode4122
Bachelor of Creative IndustriesBachelor of EducationDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001245948Postcode4122
Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001238587Postcode4122
Bachelor of Financial Planning / Bachelor of AccountingCFP Certification ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Association Specialist Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2016 (10 years)Registration #001243319Postcode4122
Bachelor of BusinessAdvanced Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270833Postcode4122
Bachelor of CommerceAdvanced Diploma of Financial PlanningDiploma Of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001293539Postcode4122
Bachelor of ArtsBachelor of CommerceMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001294640Postcode4122
Bachelor of Commerce in Financial Planning and InvestmentsMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2022 (4 years)Registration #001295234Postcode4122
Bachelor of Business (Banking and Finance)Graduate Diploma in Business (Applied Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2023 (3 years)Registration #001298905Postcode4122
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMaster of Financial PlanningSMSF Specialist Advisor (SSA) Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001312484Postcode4122
Bachelor of Commerce (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001320132Postcode4122
Diploma of BusinessBachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319551Postcode4122
Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001318971Postcode4122
Bachelor of Business (Financial Planning) 9 Unit Specialisation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319777Postcode4122
Bachelor of Science in Finance and MathematicsMaster of Financial MathematicsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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