ExperienceSince 1981 (45 years)Registration #000233018Postcode3067
Diploma of Financial Services (Financial Planning)Financial Services(Financial Planning)Margin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000258469Postcode3067
Certified Financial PlannerSMSF Specialist AdviserCert IV Finance & Mortgage BrokingETHICS AND PROFESSIONALISM IN FINANCIAL ADVICE
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000246010Postcode3067
Bachelor of CommerceCPA ProgramIntroductory Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000245962Postcode3067
Certified Practising AccountantCertified Financial PlannerGraduate Diploma of Financial PlanningGraduate Diploma of Applied Finance and Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000239871Postcode3067
Bachelor of BusinessMaster of BusinessAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000276285Postcode3067
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2005 (21 years)Registration #001238687Postcode3067
Certified Financial PlannerDiplomaDiploma of Financial ServicesAdvanced Diploma
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000274752Postcode3067
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)CFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000434179Postcode3067
Bachelor of Applied Science (Exercise and Sport Science)FNS50611 Diploma of Financial PlanningSelf Managed Superannuation Funds accreditaionFPC003 Superannuation and Retirement Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001238077Postcode3067
Bachelor of Business (Accounting)Diploma of Financial PlanningAdvice in Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001237737Postcode3067
Diploma of Financial PlanningGraduate Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2016 (10 years)Registration #001250606Postcode3067
Bachelor of FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254929Postcode3067
Bachelor of CommerceFinancial Adviser ExamFPC006 Tax and Commercial Law for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267772Postcode3067
Bachelor of Finance majoring in Financial Planning & FinanceSelf Managed Superannuation FundsFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001309365Postcode3067
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Registration #001318730Postcode3067
Bachelor of BusinessGraduate Diploma of Financial PlanningFSC002B Ethics and Professionalism in Financial AdviceAustralian Institute of Company Directors (AICD)
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