ExperienceSince 1998 (28 years)Registration #001002514Postcode3437
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000264149Postcode3437
Bachelor of CommerceRG 146 (PS 146) Compliant in Generic Knowledge, Financial Planning, Superannuation & Life InsuranceRG 146 (PS 146) Compliant in Managed Investments, Self Managed Superannuation Funds & SecuritiesMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001235967Postcode3437
Bachelor of Business (Financial Planning)Certified Financial PlannerFinancial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001003320Postcode3437
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001004375Postcode3437
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Planner AFP (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001256299Postcode3437
Bachelor of Business (Accounting)Diploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF online courseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #000271693Postcode3437
Certificate IV in Finance and Mortgage BrokingDiploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317964Postcode3437
BP314 Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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