ExperienceSince 1990 (36 years)Registration #000249864Postcode3126
Certified Financial PlannerDiploma of Financial PlanningSMSF Specialist AccreditionEstate Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000300146Postcode3126
Bachelor or BusinessGraduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1998 (28 years)Registration #000232091Postcode3126
Bachelor of BusinessDiploma of Financial PlanningMargin Lending & Geared InvestmentsCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000232092Postcode3126
Bachelor of Business (Accounting)8 Unit Diploma of Financial PlanningCertified Practicing Accountants ProgramMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000260695Postcode3126
Diploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2002 (24 years)Registration #000241961Postcode3126
Foundation Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000463661Postcode3126
Diploma of Financial Planning (1-7)Accredited Derivatives Adviser Level 1Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000296464Postcode3126
Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #000354662Postcode3126
Bachelor of Commerce (Financial Planning)Accredited Derivatives Adviser Level 1Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2011 (15 years)Registration #000435234Postcode3126
Bachelor of Business (Economics / Finance & Management)Graduate Certificate of Wealth ManagementCertified Financial Planner (CFP) ProgramAged Care Steps accreditation training program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001295163Postcode3126
Certificate lll in Financial ServicesBachelor of AccountingBachelor of FinanceDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001314669Postcode3126
Graduate Cerificate of ManagementGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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