ExperienceSince 1986 (40 years)Registration #000242143Postcode3220
Financial Planning Principles & PracticeDiploma of Financial PlanningInvestment Planning 2Estate Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 1987 (39 years)Registration #000242694Postcode3220
Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)Self Managed Superannuation FundsRG146 Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1992 (34 years)Registration #000335950Postcode3220
SDIA Accreditation ProgramEntry Level CompetenciesSuperannuationMargin Lending Accreditation Program
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 1993 (33 years)Registration #000264941Postcode3220
Dip FPCFPSMSFALPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #001002579Postcode3220
Bachelor of BusinessCertified Practicing Accountant (CPA)8 units Diploma of Financial PlanningCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000330763Postcode3220
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #001000961Postcode3220
Certified Financial Planner (CFP)Certified Financial Planner (CFP®)Diploma of Financial PlanningProfessional Certificate in Self Managed Superannaution Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #001000961Postcode3220
Certified Financial Planner (CFP)Certified Financial Planner (CFP®)Diploma of Financial PlanningProfessional Certificate in Self Managed Superannaution Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001000801Postcode3220
Bachelor of Commerce (Accounting and Law)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Certified Financial Planner (CFP®)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001000801Postcode3220
Bachelor of Commerce (Accounting and Law)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Certified Financial Planner (CFP®)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000322857Postcode3220
Diploma of Financial ServicesAdvanced Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000224140Postcode3220
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsASX Accredited Listed Product Adviser ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2000 (26 years)Registration #001003147Postcode3220
Securities & Managed Investments AccreditationSUPERANNUATIONMARGIN LENDING ACCREDITATION PROGRAMPROFESSIONAL DIPLOMA IN STOCKBROKING
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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ExperienceSince 2000 (26 years)Registration #000264218Postcode3220
Bachelor of BusinessDiploma of Financial PlanningSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001004684Postcode3220
Self Managed Superannuation FundsMargin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000300338Postcode3220
Bachelor of Business (Financial Planning)Self Managed Superannuation FundsCertified Financial PlannerMAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000300338Postcode3220
Bachelor of Business (Financial Planning)Self Managed Superannuation FundsCertified Financial PlannerMAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2002 (24 years)Registration #000331086Postcode3220
Bachelor of CommerceCertified Financial PlannerEthics and ProfessionalismFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #000396823Postcode3220
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerEthics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000249747Postcode3220
Bachelor of CommerceSelf Managed Superannuation FundsCertified Financial PlannerMAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000249747Postcode3220
Bachelor of CommerceSelf Managed Superannuation FundsCertified Financial PlannerMAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000284643Postcode3220
Diploma in Financial Planning (CFP)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001003230Postcode3220
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2005 (21 years)Registration #001001570Postcode3220
Diploma of Financial ServicesLevel 1 Accredited Derivatives AdviserSDIA Accreditation Program AssessmentBachelor of Business (Economics & Finance)
SecuritiesDerivativesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001006164Postcode3220
Bachelor of CommerceCertificate of Superannuation ManagementCertified Financial Planner (CFP)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentDerivativesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000461208Postcode3220
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)SMSFAccredited Listed Product Adviser Program (ALPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2006 (20 years)Registration #000301285Postcode3220
Bachelor of CommerceMargin Lending and Geared InvestmentsASX Accredited Listed Products AdviserSMSF Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000328558Postcode3220
Bachelor of ScienceGraduate Diploma of ComputingDiploma of Financial ServicesGraduate Certificate of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001003057Postcode3220
Bachelor of Business (Financial Planning)5 unit CFP Certification ProgramFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000315704Postcode3220
Bachelor of FinanceAdvanced Diploma of Financial Services (Financial Planning)Ethics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000325258Postcode3220
Life Risk SpecialistASX Accredited Listed Product AdviserBachelor of Commerce (Financial Planning)Cavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000343471Postcode3220
Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertified Financial PlannerCertified Financial Strategist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000343469Postcode3220
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2010 (16 years)Registration #001269586Postcode3220
Bachelor of Commerce (Financial Planning)Certified Financial AdviserAccredited Aged Care ProfessionalSMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001269586Postcode3220
Bachelor of Commerce (Financial Planning)Certified Financial AdviserAccredited Aged Care ProfessionalSMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000457385Postcode3220
Bachelor of Commerce (Accounting, Finance & Financial Planning)CPA Professional YearSMSF Personal AdviceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000398136Postcode3220
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000415910Postcode3220
MLC101 Business LawMLC301 Principles of Income Tax LawBachelor of Commerce (Financial Planning & Finance)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000415717Postcode3220
Diploma of Financial ServicesAdvanced Diploma of Financial PlanningDFP5v2 Tax for Financial AdvisingTASACLv1 Commercial Law
SuperannuationLife InsuranceGovernment DebenturesRSA Products
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ExperienceSince 2011 (15 years)Registration #001006588Postcode3220
Bachelor of CommerceDiploma in Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAged Care
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001002531Postcode3220
Bachelor DegreeCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000438081Postcode3220
Certificate III in Financial ServicesDiploma of Financial PlanningDFP5v1 Tax for Financial AdvisingTASACLv1 Commercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000442545Postcode3220
Bachelor of Commerce (Finance and Marketing)Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingFellow Chartered Financial Practitioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001003232Postcode3220
Bachelor of Commerce (Finance and Financial Planning)Self Managed Superannuation Fund Adviser (Personal Advice)Accredited Listed Product Adviser ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2014 (12 years)Registration #000462834Postcode3220
Bachelor of Commerce (Financial Planning)Professional Diploma in StockbrokingEthics and Professional Relationships
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001001480Postcode3220
Bachelor of CommerceSDIA Accreditation Program Assessment
SecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000464251Postcode3220
Bachelor of Commerce (Accounting & Financial Planning)RG146 Managed Investments & Securities & DerivativesRG146 Margin LendingCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000432483Postcode3220
Bachelor of CommerceGraduate Diploma in AccountingDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001001585Postcode3220
Bachelor of CommerceFPC002B-Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2015 (11 years)Registration #000473136Postcode3220
Bachelor of Engineering (Honours)SuperannuationMargin Lending & Geared InvestmentsEthics and Professional Relationships
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001241366Postcode3220
Bachelor of Commerce (Majoring in Financial Planning and Finance)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001241366Postcode3220
Bachelor of Commerce (Majoring in Financial Planning and Finance)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001250716Postcode3216
Bachelor of Commerce (Major: Financial Planning & Accounting)DFP 4Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001246136Postcode3220
Master in Business and Financial ManagementHBC616 Income Tax LawGraduate Diploma of AccountingMaster of Accounting
Superannuation
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ExperienceSince 2016 (10 years)Registration #001243324Postcode3220
Bachelor of CommerceGraduate Diploma of Financial PlanningDiploma of Financial PlanningSecurities & Managed Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001255100Postcode3220
Bachelor of Arts/Bachelor of CommerceGraduate Diploma of Chartered AccountingDiploma in Financial PlanningFPC002B Ethic & Professionalism in Financial Advice
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2017 (9 years)Registration #001256233Postcode3220
Bachelor of CommerceMaster of BusinessDiploma of Finance and Mortgage Broking ManagementDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001255977Postcode3220
Advanced Diploma of Business (Accounting)Bachelor of CommerceDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254947Postcode3220
Bachelor of Business (Accounting)Chartered AccountantDiploma of Financial PlanningSpecialist SMSF Certificate
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2018 (8 years)Registration #001270272Postcode3220
Bachelor of CommerceAccredited Aged Care ProfessionalGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271234Postcode3220
Diploma of Financial PlanningBachelor of Commerce (Financial Planning)SuperConcepts & ICFS Specialist SMSF CourseAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269202Postcode3220
Diploma of Financial PlanningBachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001264576Postcode3220
Bachelor of Commerce (Accounting)Master of Business (Accounting)Diploma of Financial Planning FNS50615RG146 Managed Investments & Securities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001264149Postcode3220
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001264149Postcode3220
Bachelor of Commerce (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001285696Postcode3220
Bachelor of Business (Economics and Finance)Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFPE016 Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001292144Postcode3220
Bachelor of Commerce with Distinction (Financial Planning & Finance)Ethics & Professional Relationship
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001301299Postcode3220
Bachelor of CommerceMAF307FPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001305818Postcode3220
Bachelor of CommerceAccredited Aged Care ProfessionalEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001305818Postcode3220
Bachelor of CommerceAccredited Aged Care ProfessionalEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001305917Postcode3220
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2025 (1 years)Registration #001312306Postcode3220
Bachelor of CommerceSMSF CourseMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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