ExperienceSince 1987 (39 years)Registration #000321228Postcode5006
Diploma of Financial AdvisingDiploma of Financial Services (Financial Planning)Financial Planner AFP (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1987 (39 years)Registration #000249950Postcode5006
SMSF CourseAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1988 (38 years)Registration #000248790Postcode5006
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1990 (36 years)Registration #000306146Postcode5006
Taxation PlanningEstate PlanningDiploma of Financial PlanningChartered Life Practice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1990 (36 years)Registration #000248843Postcode5006
Diploma of Financial Services (Financial Planning)Master of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1996 (30 years)Registration #000236010Postcode5006
8 Unit Diploma of Financial PlanningMargin Lending and Geared InvestmentsAccredited Listed Product Adviser ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000312464Postcode5006
Bachelor of EconomicsDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000236659Postcode5006
Diploma Financial Services (Financial Planning) FNS50804Self Managed Superannuation FundsRG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000421113Postcode5006
Bachelor of ManagementDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000278265Postcode5006
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsCPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000280199Postcode5006
Certificate III in Financial MarketsCertificate IV in Financial AdvisingDiploma of Financial AdvisingMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000304549Postcode5006
DiplomaAdvanced DiplomaCFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000346132Postcode5006
Diploma Financial Services (Financial Planning) FNS50408RG146 Margin LendingFellow Chartered Financial Practitioners (FChFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000327624Postcode5006
Bachelor of CommerceASX Accredited Listed Product Adviser (ALPA) ProgramMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000333210Postcode5006
Bachelor DegreePost GraduateDiplomaPost Graduate
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000335497Postcode5006
Bachelor of FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000413923Postcode5006
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Superannuation)Self Managed Superannuation FundsCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #000412199Postcode5006
Graduate Diploma of Applied Finance (Financial Planning major)Master of Applied FinanceCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000421119Postcode5006
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000406837Postcode5006
Bachelor of CommerceGraduate Diploma of Applied FinanceDiploma of Financial Services (Financial Planning)5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000442634Postcode5006
Bachelor of EconomicsBachelor of FinanceDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000467766Postcode5006
Bachelor of Applied FinanceSelf Managed Super FundsTier 1 Margin LendingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001252702Postcode5006
Bachelor of Applied FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001270138Postcode5006
Bachelor of Applied FinanceAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311616Postcode5006
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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