ExperienceSince 1989 (37 years)Registration #000242171Postcode3108
Bachelor of ArtsCertified Financial PlannerDiploma of Financial PlannningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1997 (29 years)Registration #000249442Postcode3108
Bachelor of Commerce8 unit Diploma of Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Finance/Mortgage Broking Management)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1999 (27 years)Registration #000239700Postcode3108
Bachelor of BusinessDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000301611Postcode3108
Bachelor of Business (Accounting)CFP – Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2002 (24 years)Registration #000348589Postcode3108
Bachelor of Business (Financial Planning)Certified Financial PlannerSelf Managed Superannuation FundsMasters of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000252559Postcode3108
Advanced Diploma of Financial Services (Financial Planning)Commercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000250857Postcode3108
Bachelor of Finance (B Fin)Diploma of Financial Planning (DFP)Certified Financial Planner (CFP)SMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000285971Postcode3108
Advanced Diploma Financial Services (Financial Planning) FNB60402Diploma Financial Services (Financial Planning) FNB50402Certified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000296588Postcode3108
Bachelor of Commerce (Business Statistics)Foundation Diploma of Financial PlanningGraduate Diploma of Financial PlanningCFP Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000304242Postcode3108
Bachelor of Business (Accountancy)Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma of Financial Planning FNS60404RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000300446Postcode3108
Bachelor of Business (Economics and Finance)Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000419978Postcode3108
Bachelor DegreeCFPGraduate Diploma of Financial PlanningEthics & Professionalism in Finance Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000339009Postcode3108
Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2013 (13 years)Registration #001001695Postcode3108
Bachelor of Commerce (Majors in Commercial Law, Finance & Financial Planning)Graduate Diploma of Financial PlanningSMSF Specialist AdvisorCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000453456Postcode3108
Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001232923Postcode3108
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000468919Postcode3108
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningSecurities & Derivatives Industry Association Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001250601Postcode3108
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001243188Postcode3108
Graduate Diploma in Applied Information SystemsSelf Managed Superannuation FundsAccredited Listed Product Adviser ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001240880Postcode3108
Bachelor of Commerce (Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPE016 Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001269723Postcode3108
Bachelor of Business (Financial Planning)MAI769 Ethics for Financial ServicesFPE016 Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2021 (5 years)Registration #001257464Postcode3108
Bachelor of Business (Accounting)Bachelor of Business (Banking & Finance)Diploma of Finance and Mortgage Broking ManagementGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001298854Postcode3108
Bachelor of Accounting (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceAccredited Listed Product Adviser (ASX ALPA) ProgramFPE020 SMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2024 (2 years)Registration #001305852Postcode3108
Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2024 (2 years)Registration #001305286Postcode3108
Diploma of Financial PlanningAdvanced Diploma in Financial PlanningBachelor of Business in Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001305039Postcode3108
Bachelor of Business (Accounting and Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310464Postcode3108
Graduate Diploma of Financial PlanningFPE020 SMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317584Postcode3108
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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