ExperienceSince 1999 (27 years)Registration #000308850Postcode3056
Bachelor of Business (Financial Planning)Certified Financial PlannerSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001001990Postcode3055
RG 146 Securities, Futures Markets & Managed InvestmentsRG 146 SuperannuationProfessional Diploma in StockbrokingDerivatives Accreditation Program Level 1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001000463Postcode3056
Bachelor of Commerce & ScienceSMSF Specialist AdvisorBehavioural Finance FPBFI501AEthics and Professional Standards for Financial Advisers FPETH501A
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #001004043Postcode3056
Bachelor of Arts (Honours) Business EconomicsAdvanced Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000333715Postcode3056
Bachelor of CommerceGraduate Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #000379996Postcode3056
Bachelor of Commerce (Financial Planning)Certified Financial Adviser (CFP)Accredited Listed Product Adviser ProgramEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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