ExperienceSince 2000 (26 years)Registration #000260512Postcode3163
Bachelor of ArtsDiploma of Financial AdvisingRG146 Provide advice in Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000267450Postcode3163
Bachelor of CommerceGraduate Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000339592Postcode3163
Bachelor of BusinessGraduate Diploma of Financial PlanningCertified Financial Planner (CFP) ProgramSMSF Specialist Advisor (SSA) Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000297855Postcode3163
Bachelor of Business (Management)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001003852Postcode3163
Bechelor of CommerceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001302255Postcode3163
Bachelor of CommerceMaster of Applied FinanceGraduate Diploma of Finanical PlanningSMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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