ExperienceSince 1994 (32 years)Registration #000316151Postcode3250
Diploma of Financial PlanningCertified Financial PlannerSMSFALPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #001000948Postcode3250
Certified Financial Planner (CFP)Certified Financial Planner (CFP®)Diploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001000957Postcode3250
Diploma of Financial PlanningCertified Financial Planner (CFP)Certified Financial Planner (CFP®)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000329167Postcode3250
Diploma of ManagementDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001240664Postcode3250
Bachelor Commerce (Financial Planning)MAA769
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254890Postcode3250
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001312821Postcode3250
Bachelor of Commerce majoring in Financial PlanningMAF307MLC101 Business law/Law of CommerceMLC301 Principles of income tax law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001314968Postcode3250
Bachelor of Commerce (Financial Planning)MAF307MLC101 Business law/Law of CommerceMLC301-Principles of Income Tax Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317609Postcode3250
Bachelor of Commerce (Financial Planning)MLC101MLC301
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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