ExperienceSince 1991 (35 years)Registration #000248076Postcode3204
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1999 (27 years)Registration #000264129Postcode3204
Bachelor of EconomicsCertified Financial PlannerAged Care SpecialistFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #000280099Postcode3204
Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000312357Postcode3204
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Specialist SMSF CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000274373Postcode3204
Foundation DFPGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000328672Postcode3204
Bachelor of Business AdministrationCertificate IV in Business (Frontline Management)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001255864Postcode3204
Post Graduate Diploma in AccountingGraduate Certificate in Financial PlanningTier 1 Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000305034Postcode3204
Bachelor of Economics & FinanceCertified Financial Planner ProgramSelf Managed Superannuation FundsMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000345724Postcode3204
Diploma of Financial PlanningGraduate Diploma in Applied Finance and InvestmentCertified Financial PlannerASX Accredited Derivatives Adviser Level One
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001256859Postcode3204
Bachelor or CommerceDiploma of Financial PlanningSMSF CertificationAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #001294759Postcode3204
Bachelor of CommerceJuris DoctorGraduate Diploma of Legal PracticeGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001305475Postcode3204
Graduate Dipoloma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2025 (1 years)Registration #001308691Postcode3204
(MAA250) Ethics and Financial ServicesBachelor of Commerce (Majoring in Accounting and Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001316661Postcode3204
Diploma of Financial PlanningBachelor of BusinessEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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