ExperienceSince 1987 (39 years)Registration #000226101Postcode5045
Certified Financial PlannerDiploma of Financial PlanningSelf Managed Superannuation Fund (SMSF) Adviser AccreditationMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #001003807Postcode5045
Certified Financial PlannerDiploma of Financial Planning (1-8)Diploma of Financial ServicesGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000235959Postcode5045
Diploma of Financial PlanningMArgin Lending and Geared InvestmentsDiploma of Financial Services (Finance/Mortgage Broking Management)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001007188Postcode5045
Graduate Certificate Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000318884Postcode5045
Bachelor of Banking and International FinanceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000327518Postcode5045
Graduate Diploma of Financial PlanningCertified Financial Planner Education ProgramSelf Managed Superannuation Funds CourseCertfied Financial Planner (CFP) of the Financial Planning Association of Australia
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001301327Postcode5045
Bachelor of Applied FinanceBachelor of CommerceEthics and ProfessionalismAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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