ExperienceSince 1984 (42 years)Registration #001006713Postcode3124
Bachelor Business & EducationFinancial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 1991 (35 years)Registration #001000554Postcode3124
Bachelor of EconomicsRegistered Company AuditorRegistered Tax AgentChartered Accountant Accredited Financial Planning Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000423985Postcode3124
Margin Lending and Geared InvestmentsFellow Chartered Financial Practitioner (FChFP)Self Managed Super FundsFChFP - Fellow Chartered Financial Practitioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000249442Postcode3124
Bachelor of Commerce8 unit Diploma of Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Finance/Mortgage Broking Management)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1997 (29 years)Registration #000223801Postcode3124
Ass Dip Bus (Acc)B Bus (Financial Planning)CFPCertificate IV Finance & Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000283183Postcode3124
Diploma of Financial PlanningCertified Financial PlannerMargin Lending & Geared InvestmentsDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000282114Postcode3124
Graduate Diploma FPEthics and Professionalism in Financial AdviceCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1999 (27 years)Registration #000263077Postcode3124
Bachelor of Business (Economics and Finance)Diploma of Financial PlanningMaster of Applied FinanceAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000379532Postcode3124
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsGraduate Diploma of Financial PlanningSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000230876Postcode3124
Advanced Diploma of Financial Services (Financial Planning)SMSF Specialist AdvisorFASEA Financial Adviser ExamFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001006708Postcode3124
Bachelor of EconomicsChartered Accountant QualificationGraduate Diploma in Applied Finance and InvestmentMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001002815Postcode3124
Diploma of Financial PlanningMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000242954Postcode3124
CFPDiploma of Financial PlanningASX Listed Products Accreditation CourseSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000234430Postcode3124
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000249113Postcode3124
Diploma of Financial Services (Advanced Diploma of Financial Services (Financial Planning)SMSF accreditationCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000267915Postcode3124
Diploma of Financial Services (Financial Planning) (FNB50802)Master of Business AdminstrationMargin Lending Adviser (Personal Advice)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000235820Postcode3124
Bachelor of Business (Financial Planning)Certified Financial PlannerMargin Lending and Geared InvestmentsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #001003661Postcode3124
ADFS (FP)CFPEthics and Client ManagementFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000241240Postcode3124
Graduate Diploma Financial PlanningEthics & Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #000246173Postcode3124
DFP2DFP3CFPSuperannuation & Retirement Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2004 (22 years)Registration #000281918Postcode3124
Graduate Diploma of Applied Finance and InvestmentChartered Accountants Australia and New Zealand (CA ANZ)FINSIAMFAA
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000249140Postcode3124
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001006714Postcode3124
Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2005 (21 years)Registration #000287801Postcode3124
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000291633Postcode3124
Bachelor of ScienceBachelor of EconomicsAdvanced Diploma of Financial Services (Financial Planning)SMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001001161Postcode3124
CFPSelf managed Super FundsMargin Lending and Geared InvestmentsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000443637Postcode3124
Bachelor of Business (Economics and Finance)Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001003953Postcode3124
Bachelor of Business (Financial Planning)Certified Financial PlannerFinancial Advice Association of Australia (FAAA)Financial Planning Association (FPA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001003662Postcode3124
B Bus (Economics & Finance)CFPEthics and Client ManagementFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2007 (19 years)Registration #001257105Postcode3124
B Bus (Financial Planning)Ethics and Client ManagementFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2007 (19 years)Registration #001257013Postcode3124
Diploma of BusinessSuperannuationDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000313230Postcode3124
Advanced Diploma of Financial Services (Financial Planning)FPC002B-Ethics and Professionalism in Financial AdviceMargin Lending SpecialistFPC008
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000336265Postcode3124
Bachelor of Business (Economics and Finance)Bachelor of Economics & FinanceGraduate Diploma in AccountingGraduate Diploma of Accounting
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000333637Postcode3124
Diploma of Financial Services (Financial Planning)Self-Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001003663Postcode3124
B Bus (Financial Planning)CFPEthics and Client ManagementFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2008 (18 years)Registration #000335349Postcode3124
PS 146 Compliance ProgrammeAdviser compliance SolutionMargin Lending and Geared InvestmentsPrinciples in Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000341435Postcode3124
Certificate IV Financial Services (Finance/Mortgage Broking)Bachelor of FinanceDiploma of Financial Services (Finance/Mortgage Broking Management)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2009 (17 years)Registration #001000782Postcode3124
Graduate Diploma of Financial PlanningMargin Lending & Geared InvestmentsCFP CertificationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001234685Postcode3124
Certificate IV in Finance and Mortgage BrokingGraduate Diploma of Financial PlanningMaster of Financial PlanningFASEA Financial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000343468Postcode3124
Bachelor of BusinessGraduate Diploma of Chartered AccountingCertificate IV Financial Services (Finance/Mortgage Broking)Master of Applied Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000421657Postcode3124
Diploma of Business ManagementDiploma of Financial Services (Financial Planning)Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2011 (15 years)Registration #000403554Postcode3124
Bachelor of EconomicsDiploma of Financial PlanningAdviser Exam StandardClient Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000409870Postcode3124
Bachelor of Business (Accounting)Margin Lending and Geared InvestmentsDiploma of Financial Services (Financial Planning)Graduate Diploma of Chartered Accounting
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #000415247Postcode3124
Bachelor of Business (Financial Risk Management)Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Finance/Mortgage Broking Management)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #000278061Postcode3124
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentMaster of Applied FinanceCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000434229Postcode3124
Bachelor of Business (Entrepreneurship)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2013 (13 years)Registration #001006715Postcode3124
Bachelor of Applied ScienceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2014 (12 years)Registration #001008826Postcode3124
Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial Advice FPC002BFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001254299Postcode3124
Bachelor of Commerce (Majoring Accounting, Finance and Financial Planning)Accredited Listed Product Adviser ProgramSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001001013Postcode3124
Bachelor of FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000464408Postcode3124
Bachelor of CommerceGraduate Certificate- Applied FinanceGraduate Diploma in Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001238027Postcode3124
Bachelor of Business (Finance and Investment)FASEA Financial Adviser ExamFPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001255265Postcode3124
B Bus (Financial Planning)Certified Financial Planning 1,2,3,4Ethics and Client ManagementCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001235156Postcode3124
Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001243541Postcode3124
Bachelor of Business (Accounting)Bachelor of Business (Banking & Finance)Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001247595Postcode3124
Bachelor of CommerceBachelor of EngineeringDFP4 Securities and Management InvestmentsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001243426Postcode3124
BTF1010 Commercial LawBachelor of BusinessDiploma of Financial PlanningFASEA Financial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001274756Postcode3124
DFP5v1 Tax for Financial AdvisingSelf Managed Super FundsAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2016 (10 years)Registration #000310453Postcode3124
Diploma of Financial Services (Financial Planning)Business LawTaxationBachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001251579Postcode3124
Accounting, EconomicsDiploma of Financial PlanningAdvanced FP DiplomaEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2017 (9 years)Registration #001258103Postcode3124
Bachelor of CommerceDiploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001257945Postcode3124
Advanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001258222Postcode3124
Bachelor of Commerce (Economics and Financial Planning)Advanced Diploma of Financial PlanningDiploma of Financial PlanningEthics & Professionalism
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001260208Postcode3124
Advanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001259397Postcode3124
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251307Postcode3124
Master of Professional Accounting (Business Management)Master of FinanceDiploma of Financial PlanningMarging Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271868Postcode3124
Bachelor of Banking and International FinanceGraduate Certificate in Financial PlanningAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269478Postcode3124
Bachelor of Commerce (Accounting and Finance)Diploma of Financial Planning (DFP1-4)Chartered Accountants Program (including Graduate Diploma of Chartered Accounting)Economic and Legal Context for Financial Planning Course (FPC001B)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001272148Postcode3130
FPC002B Ethics and Professionalism in Financial AdviceBachelor of FinanceMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001261635Postcode3124
Bachelor of Business (Financial Planning)Margin Lending SpecialistFPC002B Ethics and Professionalism in Financial Advice.Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270311Postcode3124
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001268173Postcode3124
Baccalaureus Commercii ( BACH of Commerce )Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2020 (6 years)Registration #001281350Postcode3124
Bachelor of CommerceProfessionalism & Ethics in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001285364Postcode3124
Bachelor of Business (FP &HRM)Certified Financial PlannerMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001292777Postcode3124
Bachelor of Business (Financial Planning)Commercial LawTaxation 1FASEA Financial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001297363Postcode3124
Bachelor of Business (Accountancy)Graduate Diploma of Financial PlanningFPE011 Debt StrategiesMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001302724Postcode3124
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001301328Postcode3124
Bachelor of Commerce (Financial Planning and Accounting)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2023 (3 years)Registration #001299381Postcode3124
Bachelor of Commerce (Finance, Accounting and Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2024 (2 years)Registration #001302743Postcode3124
Masters of Professional AccountingGraduate Diploma of Financial PlanningFinance Brokers Association of Australia (FBAA)
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2024 (2 years)Registration #001309250Postcode3124
Bachelor of Finance (Accounting)Graduate Diploma of Financial PlanningGraduate Diploma of Chartered AccountingSMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001307911Postcode3124
CommerceMasters of FinanceFinancial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2025 (1 years)Registration #001314346Postcode3124
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311165Postcode3124
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311475Postcode3124
Graduate Diploma of Financial PlanningFPE011 Debt StrategiesFPE020 SMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2025 (1 years)Registration #001309235Postcode3124
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319071Postcode3124
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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