ExperienceSince 1998 (28 years)Registration #000291644Postcode3172
Diploma of Financial Planning (DFP 1Diploma of Financial PlanningSelf Managed Superannuation FundsDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2002 (24 years)Registration #000249674Postcode3172
Diploma of Financial AdvisingDiploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2011 (15 years)Registration #000392552Postcode3172
Certificate IV Financial Services (Finance/Mortgage Broking)Bachelor of Business (Banking & Finance)Diploma of Finance and Mortgage Broking ManagementFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2012 (14 years)Registration #000415498Postcode3172
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2013 (13 years)Registration #000450131Postcode3172
Bachelor of Commerce (Finance)Certificate IV in Finance and Mortgage BrokingFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2022 (4 years)Registration #001290905Postcode3172
Diploma of ManagementBachelor of Commerce (Finance and Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2022 (4 years)Registration #001290931Postcode3172
Bachelor of Commerce (Accounting and Finance)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2023 (3 years)Registration #001301732Postcode3172
Bachelor of Business (Accounting)Bachelor of Business (Banking & Finance)Advanced Diploma of Financial PlanningMAA769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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