ExperienceSince 1996 (30 years)Registration #001000731Postcode3199
Bachelor of Business (Economics and Management)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAustralian Institute of Company Directors
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000287662Postcode3199
Bachelor of CommerceGraduate Certificate in Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000249236Postcode3199
Certified Financial PlannerDiploma of Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)Fellow Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2000 (26 years)Registration #000229927Postcode3199
Chartered Accountant CourseFPA AccreditationChartered Accountants Australia and New Zealand (CA ANZ)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000229481Postcode3199
Bachelor of Science DegreeMaster of Science DegreeCertified Financial PlannerDiploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #000229481Postcode3199
Bachelor of Science DegreeMaster of Science DegreeCertified Financial PlannerDiploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000264961Postcode3199
Graduate Diploma in Applied Finance and InvestmentBachelor of Economics8 unit Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #000229494Postcode3199
Bachelor of Business Financial PlanningMargin Lending Certification CourseMargin Lending CourseCert IV Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2004 (22 years)Registration #000274952Postcode3199
CFP Education ProgramMaster of Science in Financial Planning & Business ManagementDFP5v3 Tax for Financial AdvisingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000274069Postcode3199
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Ethics and ProfessionalismSMSF Foundations Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000323427Postcode3199
Bachelor of Business (Property)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000341489Postcode3199
Bachelor of CommerceCertified Practising AccountantMaster of Business AdministrationDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000331457Postcode3199
ASX Accredited Listed Products Adviser (ALPA) ProgramAdvanced Diploma of Financial Services (Financial Planning)Certified Financial StrategistFellow Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000427899Postcode3199
Diploma of Financial PlanningTax for Financial AdvisingAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000432104Postcode3199
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Bachelor of BusinessBachelor of Business
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000466737Postcode3199
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Business (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001258586Postcode3199
Certificate IV in Finance and Mortgage BrokingDiploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313629Postcode3199
Master of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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