ExperienceSince 1985 (41 years)Registration #000442579Postcode3053
Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000246158Postcode3053
Bachelor of Business (Financial Planning)Certified Financial PlannerFNS50504 Diploma of Financial Services (Finance/Mortgage Broking Management)Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000296924Postcode3053
Bachelor of Business (Financial Planning & Risk Management)Advanced Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000442577Postcode3053
Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000269791Postcode3053
Diploma of Financial ServicesAdvanced Diploma Financial ServicesGraduate DiplomaGraduate Diploma of Financial Planning (GDFP19)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000297975Postcode3053
Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking ManagementSelf Managed Superannuation Fund Adviser (Personal Advice)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2006 (20 years)Registration #000308860Postcode3053
Bachelor of Business/Bachelor of ArtsMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000312959Postcode3053
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Advanced SMSF StrategiesInsurance/Life Risk Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000402424Postcode3053
Bachelor of Business and CommerceGraduate Certificate in Financial PlanningGraduate Diploma of Applied FinanceCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000402423Postcode3053
Bachelor of BusinessGraduate Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001001128Postcode3053
Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001004110Postcode3053
Bachelor of Education (Physical Education) HonoursBachelor of ManagementDiploma of Financial PlanningFNS60404 Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001263618Postcode3053
Bachelor of ArtsBachelor of Commerce (Accounting)Graduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000431092Postcode3053
Dip Financial PlannningAdv Dip Financial PlanningGraduate DiplomaGraduate Diploma of Financial Planning (GDFP19)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000409848Postcode3053
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Supoerannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000471709Postcode3053
Diploma of Financial ServicesAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningTFAv1 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001238551Postcode3053
Bachelor of BusinessFNS50611 Diploma of Financial PlanningAccredited Listed Product Adviser ProgramFNS60415 Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001241126Postcode3053
Victorian Certificate of EducationBachelor of BusinessDiploma of Financial PlanningSMSF Education & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001250959Postcode3053
Bachelor of Business (Marketing)Graduate Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001260807Postcode3053
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial AdviceSelf Managed Superannuation Fund AdviserMaster of Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270515Postcode3053
Bachelor of ArtsGraduate Diploma of BusinessMaster of BusinessDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001262208Postcode3053
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningAustralian Institute of Superannuation Trustees (AIST)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271145Postcode3053
Bachelor of Business (Accounting)Bachelor of Business (Banking and Finance)Diploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001273326Postcode3053
Bachelor of BusinessPractitioner Member (Stockbroking)Graduate Diploma of Finance and InvestmentDiploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001292136Postcode3053
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001294874Postcode3053
Introduction to Business Law LAW10004Bachelor of Business (Finance)Diploma of Financial PlanningTaxation ACC30005
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311384Postcode3053
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001305940Postcode3053
Bachelor of Business
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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