ExperienceSince 1980 (46 years)Registration #000259097Postcode3350
Diploma in Financial PlanningSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #001000840Postcode3350
Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1996 (30 years)Registration #001000841Postcode3350
Bachelor of BusinessChartered AccountantGraduate Diploma in Applied Finance and InvestmentEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1997 (29 years)Registration #000250853Postcode3350
Bachelor of Business (Business Administration)Certified Financial Planner (CFP)Diploma of Financial PlanningRG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000231337Postcode3350
Bachelor of CommerceDiploma of Financial ServicesAdvanced Diploma of Financial ServicesMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001000789Postcode3350
Diploma of Financial PlanningCertified Financial Planner (CFP)Certified Financial Planner (CFP®)SMSF Core Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001000838Postcode3350
Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial AdviceClient Engagement Skills
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #000243628Postcode3350
Diploma of Financial PlanningCertified Financial PlannerASX Accredited Listed Products Adviser (ALPA) ProgramAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001004057Postcode3350
Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)Financial Planning Association (FPA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #000239824Postcode3350
Bachelor of BusinessCertified Practising AccountantFinancial Planning SpecialistSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001003615Postcode3350
CFPBachelor of CommerceEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2004 (22 years)Registration #000280945Postcode3350
Bachelo of ArtsDiploma of Financial Services (Financial Planning)Commercial LawTAx for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001000919Postcode3350
Diploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial AdviceTASACL Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001003155Postcode3350
Bachelor of CommerceCertified Financial PlannerMargin Lending and Geared InvestmentMasters of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000310340Postcode3350
Bachelor of Information TechnologyAdvanced Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000334472Postcode3350
Bachelor of CommerceActuaryInstitute of Actuaries Australia Investment Manager Consultants Association
SecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001003609Postcode3350
Bachelor of CommerceDiploma of Financial Planning (Financial Services)Advanced SMSF Strategy TrainingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2010 (16 years)Registration #001000839Postcode3350
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2010 (16 years)Registration #001269698Postcode3350
Bachelor of CommerceGraduate Diploma of Chartered AccountingDiploma of Financial ServicesMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001000479Postcode3350
Bachelor of Business (Financial Planning)Self Managed Superannuation Funds CourseTASA and the TPB Code Of Professional Conduct CourseAccredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2013 (13 years)Registration #001004051Postcode3350
Advanced Diploma of Business ManagementDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningMaster of Business Administration (Finance)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001007289Postcode3350
Bachelor of Business (Financial Risk Management/International Trade)Graduate Certificate of Applied FinanceCertified Financial PlannerSMSF Core Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000452757Postcode3350
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAccredited Listed Product Adviser ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001255955Postcode3350
Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271228Postcode3350
Bachelor of BusinessMaster of Business AdministrationDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271860Postcode3350
Bachelor of CommerceCPADiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceSecurities
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ExperienceSince 2018 (8 years)Registration #001249654Postcode3350
Bachelor of AccountingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001249654Postcode3350
Bachelor of AccountingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001303847Postcode3350
Bachelor of CommerceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Registration #001315425Postcode3350
Bachelor of Business (Accounting & Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317562Postcode3350
Bachelor Of CommerceMaster of FinanceGraduate Diploma of Financial PlanningChartered Financial Analyst Institute (CFA Institute)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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