ExperienceSince 2001 (25 years)Registration #000310342Postcode3168
Bachelor of Business (Marketing)Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001234882Postcode3168
Securities, Futures Markets & Managed Investments Accreditation ProgramMargin Lending and Geared InvestmentsFoundations of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001240660Postcode3168
Bachelor of Business / Bachelor of TourismFNS60404 Advanced Diploma of Financial Services (Financial Planning)FPC001B Economic and Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001241534Postcode3168
Graduate Diploma in Financial ServicesEthics & Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271061Postcode3168
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001294546Postcode3168
BLW14 Business LawBLW32 Introducton to Australian Tax LawBachelor of Business (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001295162Postcode3168
Bachelor of AccountingDiploma of Financial PlanningGraduate Certificate of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311712Postcode3168
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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