ExperienceSince 1988 (38 years)Registration #001002748Postcode3186
Bachelor of Engineering (Electrical)Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1989 (37 years)Registration #000233074Postcode3186
Bachelor of EducationDiploma of Financial PlanningCertified Financial PlannerFinance Brokers Association of Australia
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1991 (35 years)Registration #000237243Postcode3186
Certified Financial PlannerDiploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1992 (34 years)Registration #000283906Postcode3186
Associate Diploma of Business (Accounting)Diploma of Financial PlanningCertified Financial PlannerASX Listed Products Accreditation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1993 (33 years)Registration #000467615Postcode3186
Bachelor of Business (Economics and Finance)Graduate Diploma of Financial PlanningMargin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000290919Postcode3186
Business MarketingAdvanced Diploma of Financial PlanningDiploma of Financial PlanningSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1995 (31 years)Registration #000259167Postcode3186
Bachelor of EconomicsGraduate Diploma of Applied Finance & InvestmentSeries 7Ethics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000315765Postcode3186
Bachelor of CommerceMaster of Business AdministrationDiploma of Financial PlaningEthics and Professional Relationships
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000259418Postcode3186
Certified Financial PlannerSeries 7Diploma of Financial PlanningEthics and Professional Relationships
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #001235963Postcode3186
Diploma of ManagementGraduate Certificate of Corporate ManagementDiploma of Financial PlanningFinancial Planner AFP (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000267399Postcode3186
Diploma of Financial Services (Financial Planning)Commercial LawTax for Financial Advising
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2001 (25 years)Registration #001241276Postcode3186
Bachelor of CommerceAdvanced Diploma of Financial PlanningDiploma of Financial PlanningMasters of Business Adminsitration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000246002Postcode3186
Diploma of Financial PlanningMargin Lending and Geared InvestmentsASX Listed Products Accreditation CourseSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000274418Postcode3186
Bachelor of Business (Accounting)Diploma of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000360231Postcode3186
Bachelor of EconomicsActuaryActuaryFASEA Exam
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2004 (22 years)Registration #000244536Postcode3186
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Cavendish & ICFS Specialist SMSF CourseTier 1 Specialist Margin Lending Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000244536Postcode3186
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Cavendish & ICFS Specialist SMSF CourseTier 1 Specialist Margin Lending Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000296176Postcode3186
PS 146 – Insurance and Insurance through SuperDiploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF Online Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000312036Postcode3186
Master of Business Administration (Finance)Graduate Certificate in Financial PlanningGraduate Diploma of Applied Finance (Financial Planning)Accredited Derivatives Adviser Level 1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000436898Postcode3186
Bachelor of Commerce (Human Resource Management & Marketing)Advanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramEthics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001004075Postcode3186
Diploma of Financial Services (Financial Planning)Commercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000302854Postcode3186
Graduate Diploma in Applied FinanceDiploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000467603Postcode3186
Bachelor of Business (Economics and Finance)Self Managed Superannuation FundsMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000313057Postcode3186
Bachelor of FinanceGraduate Diploma of Applied Finance & InvestmentGraduate Diploma of Financial PlanningEthics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000329816Postcode3186
Bachelor of Business (Economic and Finance)Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2008 (18 years)Registration #000324798Postcode3186
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2008 (18 years)Registration #000324798Postcode3186
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2009 (17 years)Registration #001003695Postcode3186
Bachelor of Business (Accounting)Diploma of Financial PlanningRG146 Tier 1 Margin LendingFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000342807Postcode3186
Bachelor of CommerceBachelor of ArtsDiploma of Financial Services (Financial Planning)Ethics and Professional Relationships
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000346060Postcode3186
Bachelor of Applied ScienceMaster of Heath ScienceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000320603Postcode3186
Bachelor of Business (Financial Planning)ASX Accredited Listed Product Adviser (ALPA) ProgramMargin LendingCertificate IV in Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000419571Postcode3186
RG146Bachelor of Business and Entrepreneurship924 Superannuation and SkillsTier 1 Life Insurance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000417802Postcode3186
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)Institute of Public Accountants (IPA)
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ExperienceSince 2013 (13 years)Registration #000436348Postcode3186
Bachelor of Applied ScienceDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001234769Postcode3186
Bachelor of Business ( Financial Risk Management & International Trade)Bachelor of Business (Financial Risk Management/International Trade)Diploma of Financial Planning (1-3)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001233663Postcode3186
Bachelor of BusinessGraduate Diploma in Applied Finance and Investment ProviderDiploma in Financial PlanningEthics and Professionalism FPCOO2B
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2015 (11 years)Registration #001003710Postcode3186
Bachelor of CommerceGraduate Diploma of Applied Finance (Financial Planning)928 Margin LendingFPETH501A Ethics & Professional Standards for Financial Advisers
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001242084Postcode3186
Bachelor of Commerce (Accounting and Accounting Technologies)Master of Business (Banking and Finance)Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251482Postcode3186
Bachelor of CommerceEthics and Professional Relationships
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001260861Postcode3186
Graduate Certificate of AccountingAdvanced Diploma of Financial PlanningCertified Financial PlannerAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001255872Postcode3186
Bachelor of Business (Accounting)Bachelor of Business (Insurance)Graduate Diploma of TaxationDiploma of Financial Planning
Self-Managed Super (SMSF)
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ExperienceSince 2018 (8 years)Registration #001270137Postcode3186
Diploma of Financial PlanningAccredited Listed Product Adviser (ALPA)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270137Postcode3186
Diploma of Financial PlanningAccredited Listed Product Adviser (ALPA)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001299469Postcode3186
Bachelor of BusinessGraduate Diploma of Financial PlanningSMSF Specialist Advisor (SSA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001306673Postcode3186
Bachelor of Business (Financial Planning)Accredited Aged Care Professional ProgramSpecialist SMSF Online Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313070Postcode3186
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2025 (1 years)Registration #001313019Postcode3186
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2025 (1 years)Registration #001313019Postcode3186
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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