ExperienceSince 2003 (23 years)Registration #000231672Postcode3216
Bachelor of BusinessGraduate Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2005 (21 years)Registration #000293995Postcode3216
Bachelor of Commerce (Economics and Financial Planning)Certified Financial PlannerSelf Managed Superannuation FundsAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000329442Postcode3216
M300 Bachelor of CommerceCertified Financial PlannerAccredited Aged Care ProfessionalFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000444350Postcode3216
Bachelor of Commerce major in Financial Planning (v1)Cavendish & ICFS Specialist SMSF CourseSMSF Specialist AdvisorFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2014 (12 years)Registration #000459164Postcode3216
Bachelor of Commerce (major in financial planning)Accredited Aged Care ProfessionalCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001252661Postcode3216
Bachelor of CommerceDiploma of Financial PlanningTax for Financial AdvisingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310423Postcode3216
MLC101 Law for CommerceMLC301 Principles of Income Tax LawM300 Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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