ExperienceSince 1986 (40 years)Registration #000267786Postcode4102
Diploma of Financial ServicesPS146 Generic Knowledge & Skills and Managed Investments CoursesAdvanced Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1990 (36 years)Registration #000244289Postcode4102
Bachelor of Arts (Military studies)Bachelor of EconomicsDiploma of Financial PlanningCFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000259258Postcode4102
Bachelor of CommerceDiploma of Financial PlanningSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000386590Postcode4102
Bachelor of BusinessGraduate Diploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000274393Postcode4102
Bachelor of International FinanceAdvanced Diploma of Financial Services (Financial Planning)SMSF Association SMSF Specialist AdvisorGrad Cert Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000286296Postcode4102
Diploma of Financial Services (Financial Planning)Certificate IV Financial ServicesSMSF Association - SMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001001644Postcode4102
Bachelor of EconomicsDiploma of Financial ServicesAdvanced Diploma of Financial PlanningCFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000455387Postcode4102
Bachelor of Business (Marketing)Dipolma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001007946Postcode4102
FNS60610 Diploma of Financial PlanningFNS60415 Advanced Diploma of Financial PlanningTASACLv1Commercial LawAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001235560Postcode4102
Diploma of Financial PlanningSelf Managed SuperannuationBachelor of CommerceAdavanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001233704Postcode4102
Bachelor of Financial Advising (Finance Law)Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001289381Postcode4102
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial AdviceMaster of International Economics and Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001302336Postcode4102
Bachelor of Business (Finance)Graduate Diploma in Business (Financial Planning)Accredited Listed Products Adviser CourseMargin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311199Postcode4102
Bachelor of Business (Banking & Finance)Self Managed Superannuation FundsProvide Advice in Margin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311199Postcode4102
Bachelor of Business (Banking & Finance)Self Managed Superannuation FundsProvide Advice in Margin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001306183Postcode4102
Bachelor of Business ManagementFinancial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001316976Postcode4102
Graduate Diploma in Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319236Postcode4102
Bachelor of CommerceFinancial Advisers ExamGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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