ExperienceSince 1995 (31 years)Registration #000236027Postcode4870
Diploma of Financial PlanningMargin Lending and Geared InvestmentsFPC002BFinancial Advice Association Australia (FAAA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000244848Postcode4870
Bachelor of CommerceCertified Practicing Accountants ProgramMaster of Business AdministrationMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000260304Postcode4870
Diploma of Financial PlanningCFP Education ProgramCFP CertificationGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000342290Postcode4870
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000442287Postcode4870
Diploma of Financial Services (Life Insurance Stream)ASIC RG 146 Tier 1 Compliance in Life Insurance and SuperannuationFoundations of Financial Planning CourseAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2013 (13 years)Registration #000445580Postcode4870
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSMSFAccredited Behavioural Finance Professional
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001259239Postcode4870
Diploma Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272956Postcode4870
Diploma of Financial Planning FNS50615Financial Planning FundamentalsGraduate Diploma of Financial PlanningMAA769
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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