ExperienceSince 1986 (40 years)Registration #000350935Postcode3148
Bachelor DegreeCertificateDiplomaCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001003681Postcode3148
Bachelor Science (Marketing)Master of Business AdministrationAdvanced Diploma of Financial PlanningDiploma of Financial Planning FNS50611
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2002 (24 years)Registration #001000931Postcode3148
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Master of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001000932Postcode3148
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000307072Postcode3148
Bachelor of Commerce (with Honours)Master of CommerceFinancial Advice, PS 146 Training CourseInsurance, PS 146 Training Course
Life InsuranceLife Investment
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ExperienceSince 2007 (19 years)Registration #000433453Postcode3148
Diploma of Financial Services (Financial Planning)Self Managed Superannuation Fund Adviser (Personal Advice)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001005934Postcode3148
Bachelor of Commerce (Accounting and Finance)Certified Financial PlannerDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2012 (14 years)Registration #001002529Postcode3148
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000410106Postcode3148
Master of International FinanceMaster of Professional AccountingDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000463066Postcode3148
Bachelor of Chemical EngineeringDiploma of Financial PlanningTASA and the TPB Code of Professional ConductCavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001237282Postcode3148
Diploma of Financial PlanningAdvanced Diploma Financial Planning (SMSF Specialist)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001007997Postcode3148
Bachelor of Business (Business Management8 unit Diploma of Financial PlanningCFP Certification 1-4 ProgramCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001242074Postcode3148
Bachelor of Commerce (major in financial planning)Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)Margin Lending (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001246349Postcode3148
Bachelor of Business (ACC & MKG)Advanced Diploma of Financial PlanningDFPCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001252409Postcode3148
Bachelor of Business (Accounting, Banking and Finance)Certified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001263016Postcode3148
Bachelor of Business (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001309374Postcode3148
Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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