ExperienceSince 1986 (40 years)Registration #000250005Postcode4227
Diploma of Financial PlanningASX Listed Products AccreditationSelf Manager Super FundsGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1988 (38 years)Registration #000262139Postcode4277
Diploma of Financial Services (Insurance Broking)Australian and New Zealand Institute of Insurance and Finance (ANZIIF)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1988 (38 years)Registration #000230154Postcode4227
Bachelor of CommerceCertified Financial Planner Program (CFP)Chartered AccountantMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1992 (34 years)Registration #000241845Postcode4227
Diploma of Life InsuranceBachelor of BusinessGraduate Diploma of Applied Finance & InvestmentCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000247626Postcode4227
Bachelor of Business (Banking and Finance)Advanced Diploma of Financial Planningself managed super fundsCFP 1 FPA Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #001004725Postcode4227
Diploma of Financial AdvisingSelf Managed Superannuation FundsAdvanced Diploma of Financial PlanningASX Accredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000406497Postcode4227
8 Unit Diploma of Financial PlanningDiploma of Financial Planning (DFP 1-8)RG146 Margin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000329597Postcode4227
Diploma of Financial PlanningSelf Managed Superannuation FundsCertified Financial Planner CertificationMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2002 (24 years)Registration #000238217Postcode4227
Certified Financial Planner ProgramSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2002 (24 years)Registration #000287332Postcode4227
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000318424Postcode4227
Masters Business Administration Accounting and FinanceAdvanced Diploma of Financial Services (Financial Planning)CFP-Certified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000449596Postcode4227
Diploma of Financial PlanningAdvanced Diploma of Financial Services (Financial Planning)Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000329598Postcode4227
Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending & Geared InvestmentsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2006 (20 years)Registration #000307247Postcode4227
Bachelor of BusinessDiploma of Financial ServicesMargin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001004871Postcode4227
Diploma of Financial Services (financial Planning)Advanced 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 #000318278Postcode4227
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2009 (17 years)Registration #000243344Postcode4227
TASACLv1 Commercial lawFPC006 Tax and Commercial Law for Financial PlanningSelf Managed Superannuation FundsMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000334101Postcode4227
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSpecialist SMSF CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000346218Postcode4227
Bachelor of Commerce in Financial Planning and InvestmentsSMSF CourseFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #000387436Postcode4227
Bachelor of BusinessDiploma 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 2012 (14 years)Registration #001008048Postcode4227
Bachelor of Applied Science (Sport Management/Sport Science)Bachelor of Business (Part Time)Diploma of Financial PlanningMIAA Compliance Essentials Examination
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000457780Postcode4227
Diploma of Financial PlanningSelf Managed Superannuation FundsTier 1 Margin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000443022Postcode4227
Bachelor of BusinessMasters of Applied FinanceAdvanced Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000427522Postcode4227
Diploma of Business ManagementBachelor of Business (Management)Master of CommerceAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2014 (12 years)Registration #000465982Postcode4227
Bachelor of Economics (International Trade & Finance)Graduate Diploma of Financial PlanningMaster of Applied FinanceCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000457160Postcode4227
Bachelor of Arts (Japanese)Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001233755Postcode4227
Bachelor of Commerce (Financial Planning)Certified Financial Plannerself managed superannuation fundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000470007Postcode4227
Bachelor of Commerce (Marketing)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningDFP5V4 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001007558Postcode4227
Bachelor of Business (Management)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001258149Postcode4227
2185AFE Commercial Law: Introduction to Business Law3186AFE Revenue Law: Theory and Policy in action3188AFE Taxation PlanningBachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001256958Postcode4227
Bachelor of Commerce (Financial Planning)Diploma of Financial PlanningMargin LendingFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001256806Postcode4227
Diploma of Financial Services (Financial Planning)Margin LendingAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001252832Postcode4227
Diploma of Financial PlanningMaster of Applied Finance (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001252480Postcode4227
Diploma of Financial PlanningDFP5v4 Tax for Financial AdvisingTASACLv2 Commercial LawGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001258825Postcode4227
Bachelor Business (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269054Postcode4227
Bachelor of Business (Marketing)Bachelor of Commerce (Finance)Diploma of Financial PlanningFPC001B Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272820Postcode4227
Diploma of Financial Services(Financial Planning)RG146 Tier 1 Specialist Self Managed Superannuation Funds CourseSpecialist Knowledge in Foreign ExchangeAustralian Taxation Law for Tax Agents
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272673Postcode4227
Diploma of Financial PlanningBachelor of CommerceEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001265335Postcode4227
Margin LendingMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2021 (5 years)Registration #001282954Postcode4227
Bachelor of Business (international Business)Mastter of FinanceGraduate Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001282284Postcode4227
2105AFE Introduction to Business Law3106AFE Revenue Law: Theory & PolicyBachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2022 (4 years)Registration #001284797Postcode4227
Master of Financial PlanningEthics and Professionalism in Financial Advice CourseSelf Managed Superannuation Funds CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001294592Postcode4227
2105AFE Introduction to Business Law3106AFE Revenue Law: Theory and PolicyBachelor of Commerce (Financial Planning)SMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001305605Postcode4227
Bachelor of Business ManagementBachelor of CommerceFPC001B Economic Legal and Ethical Context for Financial PlanningFPC006 Tax and Commercial Law for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310425Postcode4227
2105AFE Introduction to Business Law3106AFE Revenue Law: Theory & PolicyBachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311373Postcode4227
Diploma of Finance and Mortgage Broking ManagementEconomic and Legal Context for Financial Planning FPC001BGraduate Diploma of Financial PlanningTaxation for Financial Planning FPC006
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001309405Postcode4227
Bachelor of Business
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001317021Postcode4227
2105AFE Introduction to Business Law3106AFE Revenue Law: Theory & PolicyBachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319398Postcode4227
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001316759Postcode4227
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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