ExperienceSince 1993 (33 years)Registration #000244704Postcode3041
Certified Financial PlannerDiploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000452873Postcode3041
Dipolma of Financial PlanningCertified Financial PlannerSpecialist AdviserEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000281046Postcode3041
Bachelor of CommerceDiploma of Financial PlanningCertified Financial Planner (CFP)SMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001001627Postcode3041
Certified Financial PlannerSelf Managed Superannuation Fund SpecialistFASEAMasters of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000279960Postcode3041
Bachelor Business (Finance)Diploma Finance ServicesCertified Financial PlannerLife Risk Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000237100Postcode3041
Advanced Diploma of Financial Services (Financial Planning)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000297604Postcode3041
Diploma of Financial Services (Financial Planning)Tier 1 Specialist Knowledge: SecuritiesMaster of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000301135Postcode3041
Bachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000300197Postcode3041
Bachelor Business AccountingDiploma Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000312920Postcode3041
Diploma of Financial Services (Financial Planning)Bachelor of ManagementGraduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001001625Postcode3041
Advanced Diploma in Financial servicesSMSF Specialist AdviserFASEAGraduate Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000316347Postcode3041
Bachelor of Business (Marketing)Advanced Diploma of Financial Services (Financial Planning)CFP- Certified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000386817Postcode3041
Bachelor of CommerceDiploma Business MarketingAdvanced Dipolma Financial ServicesEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001257175Postcode3041
Bachelor of FinanceCertified Financial Planner CertificationFPC002B Ethics and Professionalism in Financial AdviceCFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000465571Postcode3041
Bachelor of BusinessDiploma of Financial ServicesCertified Financial Planning CertificationEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001235845Postcode3041
Bachelor of Business (Financial Risk Management)Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271814Postcode3041
Diploma of Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271834Postcode3041
Advanced Diploma Of Financial Service (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313969Postcode3041
Bachelor of Finance and Financial PlanningEthics and ProfessionalismBachelor Of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313969Postcode3041
Bachelor of Finance and Financial PlanningEthics and ProfessionalismBachelor Of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319946Postcode3041
Economics and Legal Context for Financial PlanningTaxation for Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317707Postcode3041
Graduate Diploma Of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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