ExperienceSince 1981 (45 years)Registration #000224133Postcode3350
Certificate of Business StudiesCertified Financial PlannerMargin Lending and Geared InvestmentsASX Accredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1985 (41 years)Registration #000246157Postcode3350
Bachelor of BusinessCertified Practising Accountant (CPA)Public Practice CertificateFinancial Planning Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1990 (36 years)Registration #000242589Postcode3350
Diploma of Financial Planning (DFP 1-8)RG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1993 (33 years)Registration #000246039Postcode3350
Bachelor of BusinessCertified Practising AccountantCertified Practising Accountant Australia ProgramFinancial Planning Specialist (FPS)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000287525Postcode3350
Diploma of Financial PlanningMargin LendingSMSFFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000279533Postcode3350
Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared InvestmentsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #001002220Postcode3350
Bachelor of BusinessChartered Professional Accountant Program (CPA)Certified Practising AccountantSMSF Core Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #001002220Postcode3350
Bachelor of BusinessChartered Professional Accountant Program (CPA)Certified Practising AccountantSMSF Core Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000325873Postcode3350
Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)RG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000248546Postcode3350
Advanced Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Certificate III in Financial Services (Accounts Clerical)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000355761Postcode3350
Diploma of Financial AdvisingCertified Financial PlannerSelf Managed Superannuation FundsMargin 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 #001001507Postcode3350
Bachelor of Business (Financial Planning)Margin LendingSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000338230Postcode3350
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2004 (22 years)Registration #000279271Postcode3350
Advanced Diploma of Financial PlanningDiploma of Financial PlanningCertified Financial PlannerFinancial Services Training Package
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2005 (21 years)Registration #000288530Postcode3350
Diploma of Financial PlanningDiploma of Finance and Mortgage BrokingAdvance Diploma in Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000313393Postcode3350
Advanced Diploma of Financial Services (Financial Planning)CFPAccredited Aged Care ProfessionalEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2011 (15 years)Registration #000412654Postcode3350
Bachelor of Business (Economics and Finance)Self Managed Superannuation FundsCertificate IV in Finance and Mortgage BrokingFPE011 Debt Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2011 (15 years)Registration #001003845Postcode3350
Bachelor of CommerceBachelor of ScienceSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001003845Postcode3350
Bachelor of CommerceBachelor of ScienceSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000443034Postcode3350
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2013 (13 years)Registration #001006692Postcode3350
Revenue Law and Practice UQS51130Bachelor of CommerceLAW5503 Australian Law and BusinessMaster of Business Administration with specialization in Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2013 (13 years)Registration #001001529Postcode3350
FNS51310 Diploma of Life InsuranceFNS60410 Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2016 (10 years)Registration #001249971Postcode3350
Business Law FIN6020Graduate Diploma in AccountingTX2197 TaxationTax Law & Practice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001252198Postcode3350
Bachelor of Commerce (Accounting)Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2022 (4 years)Registration #001294822Postcode3350
Bachelor of BusinessFPE020 SMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001305203Postcode3353
Graduate Diploma in Financial PlanningIntroduction to Business Law LEGL101Taxation Law LEGL602Accredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001314723Postcode3350
Bachelor of Accounting (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001303909Postcode3353
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001316948Postcode3350
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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