ExperienceSince 2001 (25 years)Registration #000229292Postcode5063
Associate Diploma of AccountingAssociate Diploma of Banking & FinanceDiploma of ManagementSelf Managed Super Fund Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000237104Postcode5063
Bachelor of CommerceMargin Lending & Geared InvestmentsDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000261004Postcode5063
Bachelor Degree (Hons)DiplomaAdvanced DiplomaCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001236131Postcode5063
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsCertified Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000412057Postcode5063
Bachelor of Int'l BusinessDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000340784Postcode5063
Diploma of Financial PlanningFPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2009 (17 years)Registration #000340783Postcode5063
Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #001001715Postcode5063
Bachelor of EconomicsGraduate Diploma of Applied Finance & InvestmentChartered Financial AnalystAdvanced Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001236279Postcode5063
Bachelor of BusinessBachelor of Commerce (Finance)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001240828Postcode5063
Bachelor of Arts in AccountancyCA Professional StudyChartered Tax Adviser (CTA)SMSF Personal Advice Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001273054Postcode5063
Bachelor of Commerce (Finance/Economics)Graduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001271437Postcode5063
Bachelor of Applied FinanceBachelor of CommerceEthics and Professionalism of Financial AdviceInstitute of Public Accountants (IPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319302Postcode5063
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001316230Postcode5063
Bachelor of Accounting and Corporate FinanceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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