ExperienceSince 1990 (36 years)Registration #001001932Postcode5606
Bachelor of Agricultural ScienceGraduate Diploma in Business (Accounting)Financial Planning SpecialistSpecialist SMSF Advisor
Self-Managed Super (SMSF)
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ExperienceSince 2004 (22 years)Registration #000281122Postcode5606
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Institute of Chartered Accountants
Self-Managed Super (SMSF)
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ExperienceSince 2007 (19 years)Registration #000281123Postcode5606
Bachelor of Arts (Accountancy)Certified Practicing Accountant (CPA)Diploma of Financial Services (Financial Planning)SMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001001779Postcode5606
Diploma of Financial Services (Financial Planning)Professional Certificate in Self-Managed SuperannuationAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000284464Postcode5606
Diploma of Financial Services (Financial Planning)Professional Certificate SMSFGraduate Diploma of Financial PlanningEthics and Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000367070Postcode5606
Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000443665Postcode5606
Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramAdvanced Diploma of Financial PlanningSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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