ExperienceSince 1996 (30 years)Registration #000235954Postcode5070
Diploma of Financial PlanningMargin LendingSMSF Association - SMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000288364Postcode5070
Bachelor of BusinessCertified Practising AccountantDiploma of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #000240413Postcode5070
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertificate IV in Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000398633Postcode5070
Advanced Diploma of AccountingCertificate III in Financial ServicesGraduate Diploma in Financial PlanningCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000398633Postcode5070
Advanced Diploma of AccountingCertificate III in Financial ServicesGraduate Diploma in Financial PlanningCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000428753Postcode5070
Graduate Certificate in ManagementMaster of Business AdministrationGraduate Diploma in Global Wealth ManagementProfessional Certificate in SMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2013 (13 years)Registration #000445929Postcode5070
Bachelor of CommerceBachelor of Information ScienceGraduate Diploma in Advanced TaxationDiploma of Financial Planning (DFP1-3)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2015 (11 years)Registration #001233243Postcode5070
Bachelor of CommerceDiploma of Financial PlanningInvestment Products 3Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001243429Postcode5070
Graduate Diploma in Business (accountancy)CPA ProgramFPC002B Ethics and Professionalism in Financial AdviceCPA Australia (CPA)
Superannuation
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ExperienceSince 2016 (10 years)Registration #001242066Postcode5070
Master of Financial PlanningSelf Managed Superannuation FundsTier 1 Margin LendingTASACLv2 Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272991Postcode5070
Master of Financial PlanningNational Tax and Accountants Association (NTAA)
Superannuation
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