ExperienceSince 1981 (45 years)Registration #000429905Postcode4178
Diploma of Financial Services (Financial Planning)Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1988 (38 years)Registration #000237704Postcode4178
Introduction to Financial PlanningRetirement PlanningInvestment Planning 1Risk Management for Financial Services Professionals
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1998 (28 years)Registration #000235787Postcode4178
Bachelor of Commerce (Accounting and Finance)Diploma of Finanical Planning (8 units)Self Managed Superannuation Fund Adviser (Personal Advice) CourseEthics and Professionalism in Financial Advice Course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2005 (21 years)Registration #000264763Postcode4178
Bachelor of Business (Accountancy)Graduate Diploma of Applied Finance and InvestmentGraduate Diploma in Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001008223Postcode4178
Bachelor DegreeBachelor of EducationDiplomaDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2011 (15 years)Registration #001002516Postcode4178
Bachelor of Business (Management)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2015 (11 years)Registration #001233716Postcode4178
Advanced Diploma of Financial Services (Superannuation)SMSF Specialist AdvisorMaster of Business (Applied Finance)Master of Business (Professional Accounting)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001256355Postcode4178
Bachelor of Business (Economics)Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001258000Postcode4178
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAustralian Taxation Law for Tax (Financial) AdvisersCommercial Law for Tax (Financial) Advisers
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267124Postcode4178
Bachelor of Commerce (Financial Planning and Investment)Diploma of Financial PlanningTASACLv1 Commercial LawAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001293647Postcode4178
2105AFE Introduction to Business Law3106AFE Revenue Law: Theory & Policy3108AFE Taxation PlanningBachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001285747Postcode4178
Bachelor of Commerce (Financial Planning and Accounting)FPC002B Ethics and Professionalism in Financial AdviceFPE020 SMSF Regulations and TaxationAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001304395Postcode4178
Bachelor of CommerceBachelor of International BusinessFPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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