ExperienceSince 1987 (39 years)Registration #000260827Postcode3109
Bachelor of CommerceMargin Lending and Geared InvestmentsProvide Advice in Self Managed superannuation FundsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #001001698Postcode3109
Bachelor of BusinessCertified Practising AccountantCertified Financial PlannerCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000242618Postcode3109
RG146 DFP1-4Bachelor of BusinessAdvanced Diploma of Financial Planning FNS60404
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000237105Postcode3109
Bachelor of Business (Accounting)Certified Practising Accountant (CPA)Master of Taxation LawMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000249941Postcode3108
Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000316054Postcode3109
Bachelor of Business (Marketing)Advanced Diploma of Financial Services (Financial Planning)928S Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001273442Postcode3109
Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001001027Postcode3109
Bachelor of Economics and Transport ManagementCommercial Law LST5CMLTaxation ACC5TAXMaster of Accounting & Financial Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000416586Postcode3109
Bachelor of Accountancy Honours DegreeMaster of Business LeadershipCavendish & ICFS Specialist SMSF CourseFNS60410 Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000465100Postcode3109
Bachelor of Business (Financial Planning)ASX Accredited Listed Products Adviser (ALPA) ProgramMargin Lending and Geared InvestmentsSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001002562Postcode3109
Bachelor of Arts (Tourism)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001248112Postcode3109
Bachelor of BusinessFinancial PlanningCertified Financial PlannerFPC002B Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001253630Postcode3109
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269708Postcode3109
Bachelor of Business (Economics & Finance)Diploma of Financial PlanningGraduate Diploma of Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270921Postcode3109
Graduate Certificate in Financial PlanningSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice.Graduate Diploma of Financial Planning.
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001303087Postcode3109
Graduate Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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