ExperienceSince 1992 (34 years)Registration #000245855Postcode3130
Diploma of Financial PlanningASX Listed Products Accreditation CourseMargin Lending and Geared InvestmentsSuperConcepts Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1994 (32 years)Registration #000231442Postcode3130
Bachelor of Business (Accounting)Certified Financial PlannerDFP8Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000270720Postcode3130
Bachelor of BusinessFPA DFP 1-8Certified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife Investment
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ExperienceSince 1998 (28 years)Registration #000249979Postcode3130
Taxation PlanningAdvanced Diploma of Financial Planning FNS60415Diploma of Financial Planning FNS50615Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000299810Postcode3130
Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1998 (28 years)Registration #000242275Postcode3130
Advance Diploma Financial Services (FP)
SuperannuationLife InsuranceLife Investment
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ExperienceSince 1999 (27 years)Registration #000330844Postcode3130
Bachelor CommerceDiploma of Financial PlanningSuperannuation & retirement planning courseGraduate Diploma in Applied Finance Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #001002091Postcode3130
Bachelor of CommerceDiploma of Financial PlanningSelf-Managed Super Funds CourseCertified Financial Planner Education Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1999 (27 years)Registration #000289191Postcode3130
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerASX Listed Products Accreditation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2000 (26 years)Registration #000247786Postcode3130
Certificate in Financial MarketsBachelor of CommerceDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000270935Postcode3130
Bachelor of ArtsAdvanced Diploma of Financial Services (Financial Planning)Diploma Financial Services (financial Planning)
SuperannuationLife Insurance
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ExperienceSince 2003 (23 years)Registration #001002095Postcode3130
Bachelor of Business (Economics)Diploma of Financial PlanningSelf-Managed Super Funds CourseCertified Financial Planner Education Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #001001693Postcode3130
Certified Financial Planner (CFP)Diploma of Financial Planning (DFP 1-8)Financial Services TrainingSMSF Specialist Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000398412Postcode3130
Bachelor of Business (Financial Planning)Certified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2003 (23 years)Registration #000232164Postcode3130
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Accredited Aged Care ProfessionalCPA Financial Planning Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000231419Postcode3130
Advanced Diploma of Financial PlanningDiploma of Financial PlanningCertified Financial Planner CertificationMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2004 (22 years)Registration #000320568Postcode3130
Advanced Diploma of Business (Accounting)BL101 Commercial Law 1Bachelor of Business (Economics and Finance)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000269173Postcode3130
Bachelor of EngineeringAdvanced Diploma of Financial ServicesASX Accredited Listed Product AdviserCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000288888Postcode3130
Bachelor BusinessAdvanced Diploma Financial Services (Financial Planning) FNS60404Diploma Financial Services (Financial Planning) FNS50804RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000288819Postcode3130
8 Unit Diploma of Financial Planning5 Unit CFP Certification ProgramMargin Lending and Geared InvestmentsASX Listed Products Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000298348Postcode3130
Bachelor of Commerce (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001004820Postcode3130
Bachelor of BusinessDiploma Financial Services (Financial Planning) FNB50802Certified Financial Planner (CFP)Advanced Diploma Financial Services (Financial Planning) FNS60404
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001006106Postcode3130
Bachelor of Arts (Psychology)Diploma of Financial PlanningMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000343317Postcode3130
Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsASX Listed Product Accreditation Course (LPAC)Fellow Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #000392551Postcode3130
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #000398080Postcode3130
Bachelor of commerceDiploma of financial servicesSelf Managed Superannuation FundsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001000476Postcode3130
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsFPC0001B Economic and Legal Context for Financial PlanningFPC006 Tax and Commercial Law for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000452750Postcode3130
Bachelor of Commerce (Accounting and Finance)Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2015 (11 years)Registration #001238230Postcode3130
Bachelor of CommerceCPA ProgramAdvanced Diploma of Financial Services (Financial Planning)FPC002B Ethics & Professionalism in Financial Advice
Superannuation
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ExperienceSince 2017 (9 years)Registration #001253882Postcode3130
Diploma of Financial Services (Financial Planning)Principles of Advanced Estate PlanningPrinciples of Advanced PlanningGraduate Certificate in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251427Postcode3130
Bachelor of FinanceFPC002B Ethics and Professionalism in Financial AdviceIntroduction to SMSFs
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001255452Postcode3130
Bachelor of CommerceRG146 for Superannuation & SMSFFPC002B Ethics & Professionalism in Financial AdviceCPA Australia (CPA)
Superannuation
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ExperienceSince 2017 (9 years)Registration #001254545Postcode3130
Bachelor of FinanceASX Listed Product Accreditation Course (LPAC)Margin LendingCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267541Postcode3130
Diploma of Financial ServicesAdvanced Diploma of Financial PlanningTax for Financial AdvisingCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001266637Postcode3130
Bachelor of EconomicsMaster of Financial Analysis (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001304080Postcode3130
Bachelor of BusinessAccredited Aged Care ProfessionalMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001304082Postcode3130
Master of Financial PlanningAccredited Aged Care ProfessionalFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001318068Postcode3130
Master of CommerceEthics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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