ExperienceSince 2000 (26 years)Registration #000428687Postcode3032
Bachelor of Business (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsASX Listed Product Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2000 (26 years)Registration #001003987Postcode3032
Bachelor of BusinessDiploma of Financial PlanningDiploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000407824Postcode3032
Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000242202Postcode3032
Bachelor of BusinessCertified Practising Accountant (CPA)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000440114Postcode3032
Bachelor of Business (Economics and Finance)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #001008463Postcode3032
Graduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial PlanningCertified Financial PlannerProvide Advice in Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2008 (18 years)Registration #000328106Postcode3032
Bachelor of Commerce (Accounting & Financial Planning)Certified Financial Planner (CFP)RG146 Margin LendingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000391967Postcode3032
Bachelor of Behavioural Science (Psychology)Diploma of Financial Planning FNS50804Advanced Diploma of Financial Planning5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000443251Postcode3032
Bachelor of Business (Economics and Finance)Advanced Diploma of Financial PlanningASX Listed Product Accreditation Course (LPAC)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001259898Postcode3032
Bachelor of Business (Accounting)Master of Business (Accounting)Certified Practicing Accountant (CPA)Advising in SMSFs
Superannuation
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ExperienceSince 2018 (8 years)Registration #001270934Postcode3032
Bachelor of Business (AccountancyDiploma of Financial PlanningAdvanced Diploma of Financial PlanningSecurities and Managed Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001293040Postcode3032
Certificate IV in Financial ServicesDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001303763Postcode3032
Diploma of Financial PlanningBachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Registration #001311313Postcode3032
Master of Science in Economic Management and PolicyMaster of Business AdministrationMaster of MarketingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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