ExperienceSince 1987 (39 years)Registration #000302160Postcode3165
Advanced Investment Planning (DFP7)Diploma of Financial Planning (DFP1-5)Estate PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000292904Postcode3165
Self Managed Superannuation fundsDFPFasea Financial Adviser ExamResponsible Manager Forum
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001002242Postcode3165
Bachelor of Business (Accounting)Fellow of Certified Practising AccountantDiploma of Financial PlanningProfessional Accreditation of Specialist in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000378611Postcode3165
Bachelor of Science in Business Administration (Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2011 (15 years)Registration #000403680Postcode3165
RG146 Tier 1 Specialist Risk ManagementDiploma of Financial PlanningSpecialist Self-managed Superannuation FundFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001005902Postcode3165
Bachelor of Business (Accounting)Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsDerivatives Advice (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000448930Postcode3165
Bachelor of CommerceCPA ProgramDiploma in Financial ServicesFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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