ExperienceSince 1989 (37 years)Registration #000249772Postcode7250
Bachelor of BusinessMaster of Business AdministrationSelf Managed Superannuation FundsCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000341289Postcode7250
Bachelor of CommerceDiploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #001002114Postcode7250
B.Com, LLBBachelor of Commerce and Bachelor of LawsDiploma of Financial PlanningGraduate Diploma of Applied Finance & Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1997 (29 years)Registration #000401014Postcode7250
Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)RG146 Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001000949Postcode7250
Bachelor of CommerceDiploma of Financial PlanningCertified Financial Planner (CFP®)Certified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000249142Postcode7250
Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1998 (28 years)Registration #000249142Postcode7250
Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1998 (28 years)Registration #001000950Postcode7250
Bachelor of CommerceCertified Financial PlannerDiploma of Financial PlanningCertified Financial Planner (CFP®)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001002788Postcode7250
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000249806Postcode7250
Bachelor of CommerceDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001239327Postcode7250
Diploma of TeachingBachelor of Applied ScienceAdvanced Diploma of Financial Services (Financial Planning)Self Manged Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000263900Postcode7250
ASX Broker ExamSelf Managed Superannuation FundsDiploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001004427Postcode7250
Diploma of Financial MarketsGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)DPML Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001004427Postcode7250
Diploma of Financial MarketsGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)DPML Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001006699Postcode7250
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Master of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000282995Postcode7250
Bachelor of CommerceGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)Margin Lending and Geared Investments and SMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2004 (22 years)Registration #001000804Postcode7250
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000274411Postcode7250
Diploma of Financial Planning DFP 1Margin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2005 (21 years)Registration #001006249Postcode7250
Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000234614Postcode7250
Diploma Financial Planning (DFP)Fellow Chartered Financial Practitioner (FChFP)Aged Care Professional TrainingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000300223Postcode7250
Bachelor of BusinessDiploma of Financial Services (Financial Planning)RG146CPA Australia (CPA)
Superannuation
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ExperienceSince 2006 (20 years)Registration #001001391Postcode7250
Bachelor of CommerceDiploma 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 #001009428Postcode7250
Graduate Diploma of Financial PlanningBachelor of Commerce (Finance)Certified Financial Planner (CFP)ASX Listed Products Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000401015Postcode7250
Graduate Diploma of Applied FinanceRG146 Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000332664Postcode7250
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001004425Postcode7250
Bachelor of Commerce / Bachelor of LawGraduate Diploma of Financial PlanningCertified Financial PlannerLife Risk Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001237217Postcode7250
Diploma of Financial Services (Financial Planning)Bachelor of Commerce (Finance, Accounting and Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000335406Postcode7250
Graduate Certificate in Financial PlanningMargin Lending and Geared InvestmentsMaster of Applied Finance (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #000339625Postcode7250
Diploma Financial PlanningAdvanced DiplomaGraduate DiplomaMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001237653Postcode7250
Bachelor CommerceDiploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Planning FNS60410Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000385949Postcode7250
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000342544Postcode7250
Bachelor of CommerceGraduate Diploma of Applied FinanceMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000431156Postcode7250
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAccredited Listed Product Adviser ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #001002115Postcode7250
B.ComBacheloire of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2013 (13 years)Registration #001006696Postcode7250
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2016 (10 years)Registration #001236726Postcode7250
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001240515Postcode7250
Bachelor Of EconomicsDiploma of Financial PlanningFPC002BFPC007B
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001245970Postcode7250
Bachelor of BusinessDiploma of Financial PlanningAdvising in SMSFsSuperannuation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001252182Postcode7250
Advanced Diploma of Financial ServicesGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001255046Postcode7250
Bachelor of CommerceCPA ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
Superannuation
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ExperienceSince 2018 (8 years)Registration #001263226Postcode7250
Bachelor of Business (Accounting & Management)Diploma of Financial Planning FNS50615FPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270955Postcode7250
Diploma of Financial Planning (RG146)Advanced Diploma of Financial PlanningTASACLv2 Commercial LawGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267593Postcode7250
Commercial Transactions BFA141Taxation BFA391Bachelor of BusinessDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001264776Postcode7250
Bachelor of BusinessSuperannuation & SMSFsChartered Accountant ProgramDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001266801Postcode7250
Bachelor of International and Global Studies (Honours)Diploma of Financial PlanningCommercial Law Course (TASACLv1)Tax for Financial Advising Course (DFP5v2)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267298Postcode7250
Bachelor of Business (Economics and Finance)Tier 1 Financial PlanningTier 1 Generic KnowledgeGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2025 (1 years)Registration #001316886Postcode7250
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001318236Postcode7250
Bachelor Business & FinanceGraduate Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001313301Postcode7250
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319736Postcode7250
Bachelor of BusinessBachelor of CommerceGraduate Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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