ExperienceSince 2004 (22 years)Registration #001000477Postcode3818
Bachelor of International FinanceAdvanced Diploma of Financial PlanningCertified Financial Planner (CFP)Certified Financial Planner (CFP®)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000342805Postcode3818
Bachelor of Commerce (Accounting and Financial Planning)Certificate IV in Finance and Mortgage BrokingDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2014 (12 years)Registration #001000473Postcode3818
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Business and CommerceFPC001B Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267218Postcode3818
Advanced Diploma of Financial PlanningDiploma of Financial PlanningBachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Registration #001318632Postcode3818
Bachelor of Business (Sport Management)Business LawPrincipals of Income Tax LawDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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