ExperienceSince 1987 (39 years)Registration #000246170Postcode5067
8 Unit Diploma of Financial PlanningSelf-Managed Superannuation Fund Adviser Education ProgramMargin Lending and Geared InvestmentsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1989 (37 years)Registration #000242190Postcode5067
Diploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1992 (34 years)Registration #000423982Postcode5067
Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001244558Postcode5067
Bachelor of AccountingCPA ProgramGraduate Diploma of Financial PlanningCFP Program
SuperannuationLife InsuranceLife InvestmentSecurities
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ExperienceSince 2001 (25 years)Registration #000250582Postcode5067
8 Unit Diploma of Financial PlanningMargin Lending & Geared InvestmentsSelf Managed Superannuation FundsFellow Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000232177Postcode5067
Margin Lending & Geared InvestmentsASX Listed Products Accreditation Course (LPAC)Chartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000252680Postcode5067
Advanced Diploma of Financial PlanningCertified Financial Planner Education Program (5 units)Master of Financial PlanningSelf-Managed Superannuation Funds (FPE016)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000326267Postcode5067
Graduate Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramFPC002B Ethics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000464780Postcode5067
Diploma of Financial MarketsDiploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000296149Postcode5067
Diploma of Financial Services (Financial Planning)Diploma of Financial Markets (8 units)Advanced Diploma of Financial Services (Financial Planning)Fellow Chartered Financial Practitioner (FChFP) Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000295778Postcode5067
Graduate Diploma of Applied Finance & InvestmentASX Accredited Listed Products Adviser (ALPHA) ProgramMargin Lending & Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000309318Postcode5067
Advanced Diploma of Financial Services (Financial Planning)Bachelor of Applied FinanceCertified Financial PlannerDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000287890Postcode5067
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Financial Services Institue of Australasia (FINSIA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001004794Postcode5067
Bachelor of EconomicsCertificate in Financial Planning Skills and ComplianceMaster of Commerce (Applied Finance)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001271599Postcode5067
Diploma of Business (Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPE020 SMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2006 (20 years)Registration #001006099Postcode5067
Bachelor of EconomicsBachelor of FinanceGraduate Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000314741Postcode5067
Bachelor of Business (Marketing)Graduate Diploma in CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000335349Postcode5071
PS 146 Compliance ProgrammeAdviser compliance SolutionMargin Lending and Geared InvestmentsPrinciples in Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001005886Postcode5067
Advanced Diploma of Financial PlanningDiploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001257958Postcode5067
Bachelor of Banking and International FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000360026Postcode5067
Bachelor of Economics (Accounting)Diploma of Financial PlanningPrinciples in Self Managed Superannuation FundsCPA Australia (CPA)
Superannuation
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ExperienceSince 2010 (16 years)Registration #000343768Postcode5067
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)AFA - Fellow Chartered Financial Practioner (FChFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000412101Postcode5071
BA Accounting and FinanceDiploma of Financial Services (Financial Planning)RG146 Tier 1 Specialist Margin Lending CourseAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000408299Postcode5067
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC003 Superannuation and Retirement AdviceFPC007B Client Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000414345Postcode5067
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Aged Care CourseFPE020 SMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #001002914Postcode5067
Diploma of Financial PlanningInvestment Products 1Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000443157Postcode5067
Bachelor of Arts (International Studies)Bachelor of Management (Marketing)Advanced Diploma of Financial PlanningCFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000440701Postcode5067
Associate Diploma of AccountingDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001003677Postcode5067
Bachelor of Commerce (Management)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001003316Postcode5067
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Certificate in Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001243784Postcode5067
Advanced Diploma of Financial PlanningGraduate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001252915Postcode5067
Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial PlanningSuper Concepts & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251318Postcode5067
Bachelor of ArtsGraduate Diploma of Financial PlanningMaster of Applied Finance (Financial Planning)Accredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001265996Postcode5067
Bachelor of CommerceDiploma of Financial PlanningMargin LendingAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001265358Postcode5067
Bachelor of Finance (International)Diploma of Financial PlanningAccredited Listed Product Adviser ProgramGraduate Certificate in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271853Postcode5067
Master of Business AdministrationCertificate IV in Finance and Mortgage BrokingDiploma of Financial PlanningSuperConcepts Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2025 (1 years)Registration #001310232Postcode5067
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001316791Postcode5067
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001317339Postcode5067
Bachelor of Commerce Accounting and FinanceDiploma in Financial PlanningAdvanced Diploma in Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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