ExperienceSince 1986 (40 years)Registration #000231062Postcode3083
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Aged Care Specialist Adviser CourseSpecialist SMSF Course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1995 (31 years)Registration #000271792Postcode3083
Bachelor of BusinessCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000230627Postcode3083
Bachelor of Business (Major in Accounting & Minor in Business Law)Certified Practising AccountantFinancial Planning SpecialistMargin Lending and Geared Investments Certificate
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000310864Postcode3083
Bachelor of EconomicsAdvanced Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000263301Postcode3083
Risk ManagementDiploma of Financial Services (Financial Planning)Diploma of Financial PlanningDFP5v2 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2005 (21 years)Registration #000250749Postcode3083
Associate Diploma of Business AccountingDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)Financial Planning Association (FPA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000391482Postcode3083
Bachelor of CommerceAccredited Listed Product Adviser ProgramSelf Managed Superannuation FundsSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001243031Postcode3083
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001299407Postcode3083
Bachelor of Business (Accounting & Finance)Graduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2025 (1 years)Registration #001313525Postcode3083
Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319906Postcode3083
Bachelor of Business (Economics and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319272Postcode3083
Bachelor of Business (Financial Planning)Ethics abd Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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