ExperienceSince 1988 (38 years)Registration #000318371Postcode3193
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)LRS Life Risk Specialist
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1999 (27 years)Registration #000400775Postcode3193
Bachelor of Business (International Trade)8 Unit Diploma of Financial PlanningAged Care SpecialistFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001002041Postcode3193
Certified Financial PlannerMaster of Financial PlanningMaster of Applied Finance (Financial Planning Major).Master of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000305649Postcode3193
Bachelor of ArtsDiploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking ManagementAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000343467Postcode3193
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsFellow Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000472108Postcode3193
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001246327Postcode3193
Bachelor of CommerceBachelor of CommerceDiploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001245893Postcode3193
Bachelor of Commerce (Finance and Accounting)Certified Practicing Accountants (CPA) Australia ProgramAccountants Essential AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001262501Postcode3193
Bachelor of Commerce (Accounting)Diploma of Financial Services (Financial Planning)Master of Commerce (Finance)Accredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311780Postcode3193
Bachelor of Commerce (Accounting)Certified Practicing Accountant (CPA)Master of Business AdministrationFPE014 Financial Accounting Principles
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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