ExperienceSince 1985 (41 years)Registration #000235750Postcode3218
Diploma of Financial PlanningProvide Advice in Margin LendingAccredited Listed Product Adviser ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1988 (38 years)Registration #000248675Postcode3218
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1989 (37 years)Registration #000248780Postcode3218
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1996 (30 years)Registration #001236243Postcode3218
Diploma of Financial PlanningMaster of Personal Financial PlanningMaster of Applied FinanceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000247041Postcode3218
Diploma of Financial PlanningDirect Shares AccreditationSMSF AccreditationEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000345478Postcode3218
Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsAU Inhouse Assessment
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2001 (25 years)Registration #000274100Postcode3218
Bachelor of Business (Management)Certified Financial PlannerCommercial LawFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000406773Postcode3218
Bachelor of CommerceGraduate Diploma of Applied Finance & InvestmentCertified Practicing AccountantCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001003423Postcode3218
Bachelor of CommerceAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000290714Postcode3218
Bachelor of ScienceDiploma of Financial PlanningDiploma of Mortgage LendingCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #000298930Postcode3218
Advanced Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsEthics and Professionalism in Financial AdviceFPC008
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001000683Postcode3218
Bachelor of EconomicsBachelor of BusinessMaster of Business AdministrationGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000460706Postcode3218
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCavendish & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000248026Postcode3218
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000316165Postcode3218
Bachelor of CommerceMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds SpecialistCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000313332Postcode3218
Bachelor of CommerceCertified Financial Planner (CFP)Ethics and Professionalism in Financial AdviceSuper Concepts Specialist SMSF Online Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000319147Postcode3218
Bachelor of Commerce (Financial Planning and Accounting)Diploma of Financial Services (Financial Planning)Master of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000324755Postcode3218
Bachelor of BusinessMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000320779Postcode3218
Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Self Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000453909Postcode3218
Bachelor of Commerce major in Financial Planning (v1) (and major in Accounting)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial ServicesAssociation of Superannuation Funds Australia (ASFA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000322774Postcode3218
Bachelor of CommerceGraduate Certificate Financial PlanningMargin Lending and Geared InvestmentsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000333439Postcode3218
Master of Commerce (Financial Planning and Finance)Graduate Diploma of Financial PlanningSuper Concepts Specialist SMSF Online CourseFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000415955Postcode3218
Bachelor of Business (Accounting)Certified Practising AccountantMasters of TaxationDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001004066Postcode3218
Bachelor of Commerce majoring in Accounting, Finance & Financial PlanningFPC002B-Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2013 (13 years)Registration #000440901Postcode3218
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2013 (13 years)Registration #000438783Postcode3218
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000440891Postcode3218
Master of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000431724Postcode3218
Bachelor of CommerceCertified Practising Accountant (CPA)Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001000468Postcode3218
Bachelor of Commerce major in Financial Planning (v1)Certified Financial Planner (CFP)Super Concepts & ICFS Specialist SMSF CourseFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000470449Postcode3218
Bachelor of Commerce (Economics and Financial Planning)Margin LendingFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001007809Postcode3218
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2016 (10 years)Registration #001247929Postcode3218
Bachelor of CommerceGraduate Diploma (ICAA)Diploma of Financial ServicesSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001253603Postcode3218
Bachelor of Commerce (Accounting & Finance)Diploma of Financial PlanningCertified Financial PlannerAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001260054Postcode3218
Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001251321Postcode3218
Master of AccountingDiploma of Financial PlanningSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254570Postcode3218
Bachelor of Commerce (Accounting and Financial Planning)MLI714 Financial Advice RegulationMAI728 Financial Behaviour and Decision Making (INTENSIVE)MAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001269590Postcode3218
Bachelor of Business (Marketing)Certificate IV in Finance and Mortgage BrokingDiploma of Finance and Mortgage Broking ManagementDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001266066Postcode3218
SMSF CourseDiploma of Financial PlanningGraduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001269454Postcode3218
Bachelor of Business (Financial Planning major)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 2024 (2 years)Registration #001305293Postcode3218
Bachelor of CommerceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001312736Postcode3218
Bachelor of CommerceBachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311823Postcode3218
MLC101 Law for CommerceBachelor of CommerceMLC301 Principles of Income Tax LawMAA318 Advanced Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311823Postcode3218
MLC101 Law for CommerceBachelor of CommerceMLC301 Principles of Income Tax LawMAA318 Advanced Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310460Postcode3218
Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001310061Postcode3218
Bachelor of CommerceBachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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