ExperienceSince 1997 (29 years)Registration #000236025Postcode3095
Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2002 (24 years)Registration #000278056Postcode3095
Bachelor of EconomicsDiploma of Financial PlanningMargin Lending & Geared InvestmentsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000232082Postcode3095
Bachelor of Commerce (Accounting)8 Unit Diploma of Financial PlanningMargin Lending and Geared InvestmentsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001000997Postcode3095
Diploma of Financial MarketsGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)Financial Planning Association (FPA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000279411Postcode3095
Advanced Diploma of Financial Services (Financial Planning)Dip. of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001004058Postcode3095
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001257321Postcode3095
Bachelor of CommerceMaster of Accounting and Financial ManagementCertified Practicing Accountants (CPA) Australia ProgramDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001304978Postcode3095
ACC3TAXBachelor of Accounting (Majoring in Financial Planning)Bachelor of Economics (Majoring in Financial Planning)LST2BSL-Introduction to business law and ethics
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313504Postcode3095
Bachelor of CommerceMLC101MLC301
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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