ExperienceSince 1987 (39 years)Registration #000388937Postcode3192
Graduate DiplomaCFPDiploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1989 (37 years)Registration #000245417Postcode3192
Bachelor of BusinessPersonal Investment PlanningMBA Finance MajorFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000235816Postcode3192
Bachelor of Business (Accounting)Graduate Diploma of Applied Finance and InvestmentCertified Financial Planner (CFP)Self Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #001264193Postcode3192
Certified Financial PlannerDiploma of Financial PlanningMargin Lending & Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000246188Postcode3192
Bachelor of Business (Accounting)CPA ProgramCertified Financial PlannerCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000297377Postcode3192
Diploma of Financial PlanningSMSF Adviser Education ProgramThe Securities & Derivatives Industry Association (SDIA) Accreditation ProgramMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000287847Postcode3192
CFP Certification ProgramCertificate IV Finance & Mortgage BrokingAustralian Institute of Company DirectorsFinance Brokers Association of Australia Ltd
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000246201Postcode3192
Certified Financial PlannerGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001001375Postcode3192
Bachelor of Business (Accounting)Chartered AccountantMaster of TaxationCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000295705Postcode3192
Advanced Diploma of Financial ServicesDiploma of Financial ServicesFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001004810Postcode3192
Bachelor of BusinessCertified Financial Planner (CFP)Chartered Accountants Australia and New Zealand (CA ANZ)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000264945Postcode3192
Bachelor of EconomicsAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (FP)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000275498Postcode3192
Bachelor of Business (Enterprise Development)Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Superannuation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000320830Postcode3192
Advanced Diploma of Financial ServicesDiploma of Financial PlanningAged Care CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001002076Postcode3192
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000330332Postcode3192
Bachelor of Business (Accounting)Certified Practising AccountantDiploma of Financial Services (Financial Planning)CPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001234317Postcode3192
Bachelor of Commerce (Finance & Financial Planning)Self Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2009 (17 years)Registration #000334436Postcode3192
Bachelor of ArtsGrad Dip in Applied Finance & InvestmentsGraduate Diploma in Applied Finance & InvestmentAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2010 (16 years)Registration #001264055Postcode3192
Master of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2011 (15 years)Registration #001233007Postcode3192
Bachelor of commerceCertified Financial PlannerSelf managed superannuation specialist adviserEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001008372Postcode3192
Bachelor of Business (Banking and Finance)Life InsuranceCertified Financial PlannerAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001008276Postcode3192
Bachelor of Engineering with Honours (Metallurgical Engineering)Diploma of Financial Planning (DFP1-3)Securities and Managed Investments Program (DFP4)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001251279Postcode3192
Bachelor of EngineeringBachelor of Technology (Aerospace)Diploma of Financial PlanningAdvanced Diploma of Financial
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001241405Postcode3192
Graduate Certificate of ManagementMaster of Business AdministrationDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001273218Postcode3192
Bachelor of CommerceCertificate IV Mortgage BrokingDiploma of Financial PlanningEconomic and Legal Context for Financial Planning FPC001B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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