ExperienceSince 1984 (42 years)Registration #000250849Postcode3206
Certified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1989 (37 years)Registration #000250846Postcode3206
Certified Financial PlannerSelf Managed Super Fund CourseASX SecuritiesMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000223011Postcode3206
Diploma Financial Services (Financial Planning)Advanced Diploma Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Super Funds Strategies Intensive Borrowing Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000250856Postcode3206
Bachelor of Business (Management)Advanced Diploma of Financial PlanningCertified Financial PlannerMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000253296Postcode3206
Bachelor of Business (Accounting)Post graduate Diploma in Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000319481Postcode3206
Bachelor of Business (Economics & Finance)Graduate Diploma of Financial PlanningCertified Financial Planner (CFP)SMSF Specialist Advisors (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000405581Postcode3206
Bachelor of Business & Commerce (Accounting)Diploma in Financial ServicesAdvanced Diploma of Financial ServicesDiploma of Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001001019Postcode3206
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Graduate Diploma in Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001244614Postcode3206
Bachelor of Business AccountingAdvanced Diploma in Financial PlanningCertified Financial PlannerFinancial adviser exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001268377Postcode3206
Bachelor of CommerceCertified Financial PlannerDiploma of Financial PlanningFASEA (Financial Adviser) Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271021Postcode3206
Diploma of AccountingBachelor of Commerce with DistinctionDiploma of Financial PlanningSecurities & Managed Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001315613Postcode3206
Bachelor of ScienceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001306645Postcode3206
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319759Postcode3206
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001312545Postcode3206
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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