ExperienceSince 1989 (37 years)Registration #000255868Postcode3103
Bachelor of BusinessChartered Accountant (CA)Certified Practising Accountant (CPA)Certificate in Financial Markets
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000242337Postcode3103
Bachelor of BusinessAdvanced Strategies for Self Managed SuperannuationDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001001072Postcode3103
Bachelor of HumanitiesGraduate Diploma of Applied Finance & InvestmentDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000237781Postcode3103
Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001239224Postcode3103
Diploma of Financial PlanningMaster of Business Administration (Executive)Ethics and Professionalism in Financial AdviceSuperConcepts Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000386197Postcode3103
Diploma of Financial Services (Financial Planning)Commercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000460954Postcode3103
Bachelor of Commerce (Accounting)Diploma of Financial Services (Financial Planning)RG146 Tier 1 Specialist Margin Lending Course5 Unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001234985Postcode3103
Masters of LawSelf Managed Superannuation FundsTier One Margin LendingFASEA
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001257966Postcode3103
Bachelor of Arts and CommerceSelf Managed Superannuation FundsEthics and ProfessionalismTaxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001298117Postcode3103
Bachelor of Commerce With DistinctionBachelor of Laws With DistinctionGraduate Diploma of Financial PlanningSpecialist SMSF Online Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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