ExperienceSince 1987 (39 years)Registration #000241865Postcode3155
Bachelor of ScienceDiploma of Financial PlanningCommercial LawDFP5v2 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1996 (30 years)Registration #000246115Postcode3155
Diploma of Financial AdvisingSelf Managed Superannuation Fund Concepts WorkshopsCertified Financial Planner (CFP) Education ProgramMargin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1996 (30 years)Registration #000313686Postcode3155
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial PlanningASX Accredited Listed Product Adviser ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000427583Postcode3155
Bachelor of Business (Accounting)Financial Planning & Wealth CreationSuperannuation: Advice & Regulation, Risk Management & Insurance ProductsFundamentals of Securities, Derivatives & Advising Practice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000245994Postcode3155
Graduate Diploma of TaxCertified Financial PlannerDiploma of Financial ServicesSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000384320Postcode3155
Bachelor of CommerceGraduate Diploma of Financial PlanningAU Inhouse Securities AssessmentFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000282342Postcode3155
Bachelor of Business (Financial Planning)Certified Financial Planner Education ProgramAccredited Listed Product Adviser ProgramRetirement Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000291391Postcode3155
Certificate IV in Financial Services (Finance/Mortgage Broking)Diploma of Financial ServicesMargin LendingSelf Managed Super Fund Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001002508Postcode3155
Advanced Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsGraduate Diploma of Applied FinanceMaster of Applied Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271054Postcode3155
Bachelor of Arts (Criminal Justice Studies)Diploma of Financial PlanningAged Care CourseMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267201Postcode3155
Bachelor of Applied ScienceGraduate Diploma in Business (Management)Diploma of Financial Services (Financial Planning)Diploma of Financial Planning (DFP1-3)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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