ExperienceSince 1997 (29 years)Registration #000461275Postcode7000
Bachelor of CommerceCertified Practising AccountantCertified Financial PlannerDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000253210Postcode7000
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1998 (28 years)Registration #000244986Postcode7000
Diploma of Financial Services (Financial Planning)Tax for Financial Advising Course (DFP5v1)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000415638Postcode7000
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerASX Accredited Listed Products
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001002399Postcode7000
Diploma of Financial MarketsASX Accredited Derivatives Adviser Level 1RMIT / SDIA Managed Investments ModuleMargin Lending and Geared Investments
SecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001006694Postcode7000
Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)Tax Practitioners Board
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000239748Postcode7000
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2000 (26 years)Registration #001003009Postcode7000
Bachelor of EconomicsDiploma of Financial PlanningKaplanSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001006495Postcode7000
CFP Certification ProgramAdvanced Diploma of Financial PlanningDiploma of Financial PlanningFPC002B
Superannuation
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ExperienceSince 2000 (26 years)Registration #000456191Postcode7000
Diploma of Financial PlanningCertified Financial PlannerLRSGraduate Diploma of Applied Finance and Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000326738Postcode7000
Diploma of Financial PlanningCFP Certification ProgramGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
Superannuation
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ExperienceSince 2000 (26 years)Registration #001006500Postcode7000
Bachelor of CommerceCFPDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000242611Postcode7000
DiplomaCFPGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2000 (26 years)Registration #000245049Postcode7000
Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice Course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2000 (26 years)Registration #000297376Postcode7000
Diploma of Financial AdvisingSelf-Managed Superannuation FundsASX Listed Products Accreditation Course5 Unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000412458Postcode7000
Bachelor of EconomicsGraduate Diploma of Social ScienceDiploma of Financial PlanningSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000258450Postcode7000
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningDiploma of ManagementMaster of Financial Planning
Superannuation
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ExperienceSince 2002 (24 years)Registration #000247494Postcode7000
Graduate Diploma in Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared InvestmentsTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2002 (24 years)Registration #001003055Postcode7000
Bachelor of EconomicsGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000310652Postcode7000
Bachelor of Commerce and AdminstrationAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Economic and Legal Context for Financial Planning
Superannuation
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ExperienceSince 2003 (23 years)Registration #000319808Postcode7000
Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001001761Postcode7000
RMIT/SDIA Superannuation ModuleAccredited Derivatives Adviser Level 1Core 1 Securities & Managed Investments Accreditation ProgramMargin Lending Accreditation Program
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001001039Postcode7000
Diploma of Financial PlanningCertified Financial Planner (CFP)Graduate Diploma of Financial PlanningSMSF Specialist Adviser (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001006380Postcode7000
DFPCFPGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001006250Postcode7000
Bachelor of Education (Hons)Self Managed Super FundsCertified Financial PlannerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #001006902Postcode7000
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
Superannuation
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ExperienceSince 2003 (23 years)Registration #000245604Postcode7000
Advanced Diploma of Financial PlanningDiploma of Financial PlanningMaster of Financial PLanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000274545Postcode7000
Advanced Diploma of Financial Services (Financial Planning) FNS60404Advanced Strategies for Self Managed SuperannuationCertified Financial Planner (CFP)Professional Certificate in Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001001526Postcode7000
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001004419Postcode7000
Bachelor of Commerce (B.Com)Graduate Diploma of Financial PlanningAccredited Derivatives AdviserDPML Margin Lending
SuperannuationLife InsuranceSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001003054Postcode7000
Diploma of Financial PlanningCertificate in Financial MarketsCore 2 Professional Standards Accreditation ProgramProfessional Diploma in Securities & Derivatives
SecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000289207Postcode7000
Bachelor of CommerceGraduate Diploma of Financial PlanningMaster of Applied FinanceASX Accredited Listed Products Adviser (ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000290847Postcode7000
Bachelor of EconomicsGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #001003053Postcode7000
Bachelor Of EconomicsGraduate Diploma of Applied Finance and InvestmentMargin LendingCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001004424Postcode7000
Diploma of Financial Services (Financial Planning) FNB50802Certificate IV in Financial Services (Finance/Mortgage roking) FNS40804Graduate Diploma of Financial PlanningCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001004422Postcode7000
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001004426Postcode7000
Bachelor of Commerce & Bachelor of Information SystemsGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000299290Postcode7000
Bachelor of Agricultural ScienceGraduate Diploma of Applied Finance & InvestmentMasters in AgribusinessGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2006 (20 years)Registration #000302084Postcode7000
Diploma of AccountingDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
Superannuation
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ExperienceSince 2007 (19 years)Registration #001001553Postcode7000
Bachelor of Commerce/ Bachelor of EconomicsAccredited Derivatives AdviserAccredited Derivatives AdviserTier 1 Compliance Program Assessment
SecuritiesDerivativesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000312816Postcode7000
Bachelor of Commerce (International Business and Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000330331Postcode7000
Bachelor of EconomicsSelf-Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000312391Postcode7000
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000326390Postcode7000
Bachelor of Economics with HonoursGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001004421Postcode7000
Bachelor of Commerc and Bachelor of LawsGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)LRS Life Risk Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000341141Postcode7000
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000381123Postcode7001
Bachelor of Commerce & LawGraduate Diploma of Financial PlanningCertified Financial PlannerEthics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2009 (17 years)Registration #000340613Postcode7000
Bachelor CommerceDiploma Financial Services (Financial Planning) FNS50804RG146 Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001003514Postcode7000
Diploma of Financial ServicesAdvanced Diploma of Financial PlanningGraduate diploma of Financial Planning
Superannuation
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ExperienceSince 2009 (17 years)Registration #001004418Postcode7000
Bachelor of CommerceGraduate Diploma of Financial PlanningMargin Lending Knowledge CourseCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000339934Postcode7000
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2009 (17 years)Registration #000336132Postcode7000
Bachelor of BusinessCertified Practising AccountantCertified Financial PlannerDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000365884Postcode7000
Bachelor of BusinessGraduate Diploma of Financial PlanningASX Listed Product Accreditation Course (LPAC)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #001001916Postcode7000
Accredited Derivatives Adviser Level 1Core 1 Securities & Managed Investments Accreditation ProgramAccredited Derivatives Adviser Level 2Margin Lending and Geared Investments
Securities
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ExperienceSince 2010 (16 years)Registration #001004052Postcode7000
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Business (Finance)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000381350Postcode7001
Bachelor of CommerceGraduate Diploma of Financial PlanningEthics and Professional RelationshipsStockbrokers and Investment Advisers Association (SIAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2011 (15 years)Registration #001001154Postcode7000
Diploma of Financial Services (Fin. Plan)
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000414768Postcode7000
Bachelor DegreeGraduate DiplomaCFPEthics and Professionalism in Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001003052Postcode7000
Bachelor of Commerce and Bachelor of LawGraduate Diploma of Applied FinanceCertified Financial Planner (CFP)Life Risk Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000402727Postcode7000
Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
Superannuation
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ExperienceSince 2013 (13 years)Registration #001006251Postcode7000
Associates Degree in General StudiesDiploma Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2014 (12 years)Registration #001003836Postcode7000
Bachelor of Business (Financial Planning)Ethics & Professionalism in Financial AdviceEthical Advisers Co-opResponsible Investment Association Australasia
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000457420Postcode7000
Bachelor of BusinessAdvanced Diploma of Financial PlanningMargin LendingSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000457420Postcode7000
Bachelor of BusinessAdvanced Diploma of Financial PlanningMargin LendingSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001235617Postcode7000
FNS50611 Diploma of Financial PlanningFNS60415 Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningCommercial Law
Superannuation
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ExperienceSince 2015 (11 years)Registration #001000151Postcode7000
Bachelor of CommerceGraduate Diploma in Financial PlanningAccredited Derivatives Advisers Level 1Margin Lending Statement of Attainment
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001007622Postcode7000
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001009352Postcode7000
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)5 Unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001239477Postcode7000
Bachelor of Business/Bachelor of EconomicsGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001242872Postcode7000
Bachelor of Business (Finance/Economics)Business Law (LAW110)Graduate Certificate in FinanceEconomic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001246063Postcode7000
Bachelor of EconomicsDiploma of Financial Planning (DFP1-3)Securities and Managed Investments Course (DFP4)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001256675Postcode7000
Bachelor of BusinessMaster of Commerce (Financial Planning)SuperConcepts Specialist SMSF CourseFPE011 Debt Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001255318Postcode7000
Bachelor of Applied FinanceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001273181Postcode7000
Bachelor of CommerceBachelor of EconomicsDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #000321667Postcode7000
Bachelor of International Business major Asian Studies & International Marketing minor EconomicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
Superannuation
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ExperienceSince 2018 (8 years)Registration #001265723Postcode7000
Bachelor of Business (Management, Marketing and Human Resources)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 #001262139Postcode7000
Bachelor of BusinessRG146 Generic KnowledgeRG146 SecuritiesGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270768Postcode7000
Certificate IV in Business AdministrationDiploma of Financial PlanningGraduate Diploma of Financial Planning
Superannuation
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ExperienceSince 2018 (8 years)Registration #001270782Postcode7000
Bachelor of Business (Finance)Diploma Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267505Postcode7000
Diploma of Financial PlanningGraduate Diploma of Financial Planning
Superannuation
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ExperienceSince 2018 (8 years)Registration #001265978Postcode7000
Bachelor of BusinessGraduate Diploma of Financial PlanningMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270767Postcode7000
Certificate III in BusinessDiploma of Financial PlanningGraduate Diploma of Financial Planning
Superannuation
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ExperienceSince 2018 (8 years)Registration #001271603Postcode7000
Bachelor of BusinessDiploma Of Financial PlanningMaster of financial planningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272791Postcode7000
Bachelor of Business (Financial Risk Management)Master of Financial PlanningTier 1 Margin LendingAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001262209Postcode7000
Advanced Diploma of Financial PlanningDiploma of Financial PlanningMaster of Business AdministrationGraduate Diploma of Financial Planning
Superannuation
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ExperienceSince 2018 (8 years)Registration #001272322Postcode7000
Bachelor of Business and Bachelor of Economics (Economic Analysis and Finance)Graduate Diploma of Financial PlanningFPE011 Debt StrategiesMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001268533Postcode7000
Bachelor of CommerceDiploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271152Postcode7000
Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
Superannuation
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ExperienceSince 2018 (8 years)Registration #001267501Postcode7000
Diploma of Financial PlanningGraduate Diploma of Financial Planning
Superannuation
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ExperienceSince 2018 (8 years)Registration #001264048Postcode7000
Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)FPC002B Ethics & Professionalism in Financial AdviceTASACLv2 Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270769Postcode7000
Diploma of Financial PlanningBachelor of Property (major Financial Planning)
Superannuation
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ExperienceSince 2021 (5 years)Registration #001284475Postcode7000
Bachelor of Business and Bachelor of EconomicsGraduate Diploma of Financial PlanningMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001286770Postcode7000
Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001295562Postcode7000
Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial Planning
Superannuation
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ExperienceSince 2022 (4 years)Registration #001296568Postcode7001
Bachelor of ArtsBachelor of BusinessGraduate Diploma of Financial PlanningMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001296520Postcode7000
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFPE011 Debt Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2023 (3 years)Registration #001299680Postcode7000
Accredited Listed Product Adviser ProgramGraduate Diploma of Financial PlanningFPE020 SMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001302681Postcode7000
Graduate Diploma of Financial PlanningFPE020 SMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001297664Postcode7000
Bachelor of BusinessGraduate Diploma of Financial PlanningMaster of Financial PlanningAccredited Aged Care Professional program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001301230Postcode7000
Bachelor of Business (Finance)Bachelor of LawsGraduate Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001302680Postcode7000
Bachelor of BusinessGraduate Diploma of Financial PlanningFPE011 Debt Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001301229Postcode7000
Bachelor of BusinessGraduate Diploma of Financial PlanningFPE016 Self-Managed Superannuation FundsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001308545Postcode7000
Graduate Diploma of Financial PlanningCommercial LawFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001308338Postcode7000
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001305065Postcode7000
Bachelor of BusinessBFA514 Commercial Law and Financial Services RegulationBFA609 Taxation StrategiesGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001307952Postcode7000
Core 1 Securities & Managed Investments Accreditation ProgramBachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2024 (2 years)Registration #001305251Postcode7000
LC703 Principles of Income Tax LawM669 Graduate Diploma of Financial PlanningMAA728 Financial Behaviour and Decision MakingMAA769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001309833Postcode7000
Bachelor of Agricultural Economics25888 Financial Planning and Taxation79708 Contemporary Business LawRG146 Superannuation
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ExperienceSince 2025 (1 years)Registration #001313988Postcode7000
Bachelor of Business and Bachelor of Economics with HonoursBFA514 Commercial Law and Financial Services RegulationBFA714 Australian Tax Law and PracticeGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313317Postcode7000
Bachelor of CommerceAdvanced Financial PlanningEstate Planning and InsurancePrinciples of Income Tax Law
SecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313299Postcode7000
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313858Postcode7000
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001316197Postcode7001
Bachelor of ManagementGraduate Diploma of CommerceGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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Registration #001319270Postcode7000
Bachelor of BusinessFPC001B economic and legal context for Financial PlanningFPC006 Taxation for Financial PlanningGraduate Diploma of Financial planning
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Registration #001320096Postcode7000
Graduate Diploma of Financial Planning
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Registration #001318489Postcode7000
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
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Registration #001318670Postcode7000
Graduate Diploma of Financial PlanningSMSF Regulations and Taxation
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