ExperienceSince 1987 (39 years)Registration #000250767Postcode3550
Diploma of Financial Services (Finance/Mortgage Broking Management)Advanced Diploma of Financial PlanningGraduate Diploma of Financail Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1993 (33 years)Registration #000431661Postcode3550
Diploma of Financial PlanningCertified Financial PlannerSelf Managed Super FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000247440Postcode3550
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000244660Postcode3550
Bachelor of BusinessDiploma of Financial PlanningSecuritiesSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000274380Postcode3550
Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsEstate Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000261433Postcode3550
Diploma of Financial AdvisingCertified Financial PlannerASX Accredited Listed Product Adviser (LAPA) ProgramFellow Charted Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000249679Postcode3552
Advanced Diploma of Financial Sevices (Financial Planning)Diploma of Financial Services (Financial Planning)Master of Commerce (Financial Planning)Master of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000335334Postcode3550
Bachelor of CommerceDiploma of Financial PlanningCavendish & ICFS Specialist SMSF courseAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000246821Postcode3550
Bachelor of Business in Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice FPC002BFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000262366Postcode3550
Diploma of Financial ServicesAdvanced SMSF ProgramGetting your Firm FOFA readyFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #001001756Postcode3552
Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001005427Postcode3550
Advanced Diploma of Financial Planning FNB60404Diploma Financial Services (Financial Planning) FNB50802CFP – Certified Financial PlannerCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000279807Postcode3550
Self Managed Superannuation FundsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000431660Postcode3550
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000309045Postcode3550
Bachelor of CommerceCFP CertificationDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001002058Postcode3550
Advanced Diploma of Financial Services (Financial Planning)CFP ProgramFPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000322870Postcode3550
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #001002441Postcode3550
Diploma of Financial Services (Financial Planning) FNS50804FNSASICR503A Provide Advice in Margin LendingAdvanced Diploma of Financial Services (Financial Planning) FNS60404Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000327480Postcode3550
Bachelor of MarketingDiploma of Financial Services (Financial Planning)ALPASelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001000928Postcode3550
FNS50804 Diploma of Financial Services (Financial Planning)FNS60404 Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2009 (17 years)Registration #001000568Postcode3550
Life Risk SpecialistCFP CertificationMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2010 (16 years)Registration #001002923Postcode3550
Self Managed Super FundsDiploma of Financial PlanningCertified Financial PlannerMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001000592Postcode3550
Bachelor of Commerce (Accounting)CPA ProgramSMSF Specialist Advisor (SSA)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2012 (14 years)Registration #001003005Postcode3550
FPC002B Ethics and Professionalism in Financial AdviceAccredited Aged Care ProfessionalIntroduction to Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001000582Postcode3550
Graduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceAccredited Age Care ProfessionalFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000433136Postcode3550
Associate in Applied ScienceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2014 (12 years)Registration #001006878Postcode3550
Bachelor of CommerceProfessional YearSMSF SpecialistDiploma of Financial Planning
Self-Managed Super (SMSF)
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ExperienceSince 2014 (12 years)Registration #000452641Postcode3550
Bachelor of CommerceCertified Practising Accountant (CPA)928 Margin LendingAccountants SMSF Package
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001002715Postcode3550
Bachelor of Commerce (Accounting & Financial Planning)Ethics and Professionalism in Financial Advice Course (FPC002B)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001004032Postcode3550
Diploma of Financial PlanningSMSFAdvanced Diploma of Financial Services (Financial Planning)Ethics and Client Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001235173Postcode3552
Bachelor of Business (Accounting)Chartered Accountant ProgramDiploma of Financial Services (Financial Planning)SMSF Strategies Intensive Borrowing Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001234894Postcode3550
Bachelor of CommerceFNS50611 Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingDBA SMSF Core Course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001259433Postcode3552
Bachelor of BusinessTier 1 Margin Lending Personal AdviceCertified Financial PlannerMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001250703Postcode3550
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Plannning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001253730Postcode3550
Bachelor of Business (Sport Development and Management)Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269172Postcode3550
Bachelor of Business (Accounting)FNS50615 Diploma of Financial PlanningMLFNS Principles of Margin LendingMAA728
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272528Postcode3550
Diploma of BusinessDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270388Postcode3550
Bachelor of AccountingDiploma of Financial PlanningEthics and Professionalism in Financial Advice FPC002BFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001292128Postcode3550
Self-Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001292098Postcode3550
Advanced Diploma of Business (Accounting)Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2023 (3 years)Registration #001298859Postcode3550
BusinessAdvanced Diploma Financial ServicesGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001296758Postcode3552
FPC002B-Ethics and Professionalism in Financial AdviceFPC006Graduate Diploma of Financial PlanningALPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311658Postcode3550
Bachelor of Business (Accounting)FNS50804 Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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