ExperienceSince 1985 (41 years)Registration #000247909Postcode5061
Diploma of Financial PlanningMargin Lending and Geared InvestmentsASX Listed Product Accreditation Course (LPAC)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1995 (31 years)Registration #000250471Postcode5061
Diploma of Financial PlanningSelf Managed Superannuation FundsAccredited Listed Product Adviser (ASX ALPA) ProgramMAA769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1995 (31 years)Registration #000226100Postcode5061
Certified Financial PlannerDiploma of Financial PlanningSelf Managed Superannuation Fund (SMSF) Adviser AccreditationMargin Lending & Geared Investments Adviser Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1999 (27 years)Registration #000249125Postcode5061
Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2000 (26 years)Registration #000263893Postcode5061
Bachelor of Business Banking and FinanceBachelor of Management MarketingGraduate Diploma in Personal Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000309306Postcode5061
8 unit Diploma of Financial Planning5 unit CFP Certification ProgramCertified Financial PlannerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2000 (26 years)Registration #000291275Postcode5061
Bachelor of Business (Banking and Finance)Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial ServicesFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2001 (25 years)Registration #000343895Postcode5061
Diploma of Financial PlanningMargin Lending & Geared Investments Adviser AccreditationSelf Managed Superannuation Funds (SMSF) Adviser AccreditationASX Listed Products Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #000248572Postcode5061
Master degree (unrelated)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000248754Postcode5061
Diploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000333825Postcode5061
Diploma of Financial AdvisingCertified Financial Planner (CFP)ALPASMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001006365Postcode5061
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000244534Postcode5061
Bachelor of Applied Science (Speech Pathology)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #000235960Postcode5061
Graduate Certifcate in Professional AccountingAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #000231224Postcode5061
Completed Subjects 1-4 of a Diploma of Financial PlanningCompleted Subjects 1-3 of an Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000297920Postcode5061
Advanced Diploma of Financial PlanningSelf Managed Superannuation Fund (SMSF) Adviser Education ProgramMargin Lending & Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2004 (22 years)Registration #000426736Postcode5061
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000263406Postcode5061
Bachelor of Commerce (Finance & Computer Studies)Advanced Diploma of Financial Planning FNS60404
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000274798Postcode5061
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #001002906Postcode5061
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)FPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2005 (21 years)Registration #000280969Postcode5061
Degree in EducationASX Listed Products Accreditation CourseGraduate Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000299661Postcode5061
Diploma of Financial MarketsDiploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2006 (20 years)Registration #000297919Postcode5061
Bachelor of Business (Banking & Finance)Graduate Certificate in Applied Finance & InvestmentGraduate Diploma in Financial PlanningCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2006 (20 years)Registration #000305172Postcode5061
Certified Financial PlannerDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001003606Postcode5061
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000320896Postcode5061
Diploma of Financial Services( Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsCavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000326665Postcode5061
Bachelor of Applied FinanceBachelor of CommerceCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000405895Postcode5061
Bachelor of Applied FinanceMargin Lending and Geared InvestmentsSMSFALPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000291599Postcode5061
Diploma of Financial PlanningSecurities & Managed InvestmentsEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2014 (12 years)Registration #000445537Postcode5061
Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningASX Listed Product Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2016 (10 years)Registration #001249169Postcode5061
Bachelor of CommerceGraduate Diploma of AccountingCertificate of Public PracticeRG146 Financial Product Advisers
Self-Managed Super (SMSF)
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ExperienceSince 2016 (10 years)Registration #001249164Postcode5061
Bachelor of AccountancyCertification of Public PracticeRG146Financial Adviser Exam
Self-Managed Super (SMSF)
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ExperienceSince 2016 (10 years)Registration #001248003Postcode5061
Diploma of Financial PlanningGraduate Diploma of Financial PlanningTax for Financial AdvisingMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001249191Postcode5061
Bachelor of CommerceSMSF Specialist AdvisorRG146Financial Adviser Exam
Self-Managed Super (SMSF)
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ExperienceSince 2016 (10 years)Registration #001249176Postcode5061
Bachelor of CommerceCPARG146 Financial Product AdvisersFinancial Adviser Exam
Self-Managed Super (SMSF)
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ExperienceSince 2017 (9 years)Registration #001252918Postcode5061
Bachelor of BusinessBachelor of Commerce (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001252924Postcode5061
Bachelor of Commerce (Accounting & Finance)Diploma of Financial PlanningASX Listed Product Accreditation Course (LPAC)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001269726Postcode5061
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269140Postcode5061
Bachelor of Business (International Business)Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001298982Postcode5061
Bachelor of Business (Financial Planning)Bachelor of Commerce (Accounting)
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2025 (1 years)Registration #001313366Postcode5061
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319294Postcode5061
Certificate IV in Finance and Mortgage BrokingBachelor of Business (Financial Planning)Commercial Law M
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317940Postcode5061
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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