ExperienceSince 2001 (25 years)Registration #000280462Postcode3185
Bachelor of Economic ScienceMBADiploma of Financial Services (Financial Planning) FNB50802Self Managed Superannuation Funds (SMSF) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000311716Postcode3185
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2007 (19 years)Registration #001001031Postcode3185
Bachelor of Economics8 Unit Diploma of Financial PlanningMargin Lending and Geared InvestmentsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001004074Postcode3185
Bachelor of Business (Financial Planning)Master of Applied FinanceCertified Financial PlannerEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001003855Postcode3185
Bachelor of BusinessGraduate Diploma of Applied FinanceGraduate Diploma of Financial PlanningMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000382414Postcode3185
Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsTASA and the TPB Code of Professional ConductTax (financial) adviser
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2011 (15 years)Registration #001002813Postcode3185
Bachelor of Business (Banking and Finance)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2012 (14 years)Registration #001004101Postcode3185
Bachelor of Business (Banking and Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2014 (12 years)Registration #001003850Postcode3185
Bachelor of Commerce (Financial Planning & Management)Certified Financial PlannerACS Accredited Aged Care ProfessionalEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270912Postcode3185
Tax for Financial AdvisingEthics and Professionalism in Financial AdviceSelf Managed Superannuation FundsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2025 (1 years)Registration #001312889Postcode3185
Diploma of Finance & Mortgage Broking ManagementGraduate Certificate in Financial PlanningGraduate Diploma in Financial PlanningSMSF Specialist Advisor (SSA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001316810Postcode3185
Bachelor of Business and CommerceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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