ExperienceSince 1993 (33 years)Registration #001003896Postcode3151
Bachelor of Business (Accounting)Diploma of Financial PlanningMargin Lending and Geared InvestmentsAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001003309Postcode3151
8 unit Diploma of Financial PlanningDiploma of Superannuation ManagementMaster of Business AdministrationMaster of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000332642Postcode3151
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Master of Business AdministrationFPC001B Economic & Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001268950Postcode3151
Bachelor of Commerce (Accounting and Finance)Diploma of Financial Planning (DFP1-3)Securities and Managed Investments Course (DFP4)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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