ExperienceSince 1995 (31 years)Registration #000417979Postcode3040
Diploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1996 (30 years)Registration #000240423Postcode3040
Certified Financial Planner (CFP)Diploma Financial Planning (DFP1-8)ASX Responsible Executive ExamDPML Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000285265Postcode3040
Bachelor of Business (Accounting)Diploma of Financial PlanningCertified Financial Planner ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000298818Postcode3040
Bachelor of BusinessSMSF Specialist Advisor ProgramCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000468427Postcode3040
Diploma of Financial Planning (8 subjects)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001003501Postcode3040
Bachelor of Commerce (Accounting)Diploma of Financial AdvisingDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000400940Postcode3040
Diploma of Financial Planning (1-8)Practice of Advanced Estate PlanningIntroduction to Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000231352Postcode3040
Bachelor of BusinessGraduate Diploma of AccountingMargin Lending & Geared InvestmentsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001004933Postcode3040
Foundation Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000294905Postcode3040
Diploma of Financial Services (Financial Planning)Introduction to Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000236686Postcode3040
Bachelor of BusinessCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000246869Postcode3040
Foundation DFPAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)DPML Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001002920Postcode3040
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2009 (17 years)Registration #001005130Postcode3040
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Bachelor of Business (Management)Self Managed Superannuation Funds Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000333260Postcode3040
Diploma of Financial Services (Financial Planning)Bachelor of Business (Financial Planning)Margin Lending and Geared InvestmentsCertified Financial Planner (CFP Education Program)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001004072Postcode3040
Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2010 (16 years)Registration #000334958Postcode3040
Margin LendingDerivativesDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2011 (15 years)Registration #000310699Postcode3040
Bachelor of CommerceChartered AccountantDiploma of Financial Services (Financial Planning)Diploma of Financial Services (Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2012 (14 years)Registration #001001348Postcode3040
Diploma of Financial PlanningSMSF AccreditationAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000434449Postcode3040
Bachelor of Social Sciences (Information Management)Graduate Diploma in Applied Finance and InvestmentMargin Lending and Geared InvestmentsDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000455755Postcode3040
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2014 (12 years)Registration #000451501Postcode3040
Bachelor of Commerce (Finance & Financial Planning)Graduate Certificate in TaxationFPC002B Ethics and Professionalism in Financial AdviceAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236711Postcode3040
Diploma of Financial PlanningMAA769 Ethics for Financial ServicesGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001247043Postcode3040
Bachelor of Business (Accountancy) with DistinctionBachelor of Business (Financial Planning) with DistinctionGraduate Diploma of Chartered AccountingSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2016 (10 years)Registration #001243209Postcode3040
Bachelor of Business (Accounting)Certified Practicing Accountant (CPA)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271522Postcode3040
Bachelor of CommerceGraduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001298431Postcode3040
Bachelor of BusinessMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001298884Postcode3040
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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