ExperienceSince 1985 (41 years)Registration #000443871Postcode3146
Bachelor of Business (Accounting)Post Graduate Diploma in Applied FinanceMaster of Business AdministrationEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceSecuritiesRSA Products
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ExperienceSince 1998 (28 years)Registration #001004924Postcode3146
Diploma of Financial PlanningCertificate in Self Managed Super FundsCertified Financial PlannerCertificate IV in Financial Services (Finance/Mortgage Broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000290160Postcode3146
Bachelor of Commerce (Finance & Financial Planning)Graduate Diploma of Applied Finance and InvestmentSelf Managed Superannuation Association of Australia Specialist AccreditationEthics and Professialism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000322134Postcode3146
Bachelor Of Social ScienceAdvanced Diploma in Financial ServicesGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000448193Postcode3146
Bachelor of Business (Accounting)Graduate Certificate in ManagementCertificate IV in Small Business Management (NEIS Program)Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2014 (12 years)Registration #000466048Postcode3146
Bachelor of BusinessDiploma of Financial PlanningRG146 Licensing ComplianceEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceSecuritiesRSA Products
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ExperienceSince 2016 (10 years)Registration #001239627Postcode3146
Bachelor of Commerce (Economics and Finance)Master of Applied FinanceRG146: Core 1 Securities and Managed InvestmentsAccredited Derivatives Adviser Levels 1/2
SuperannuationLife InsuranceSecuritiesRSA Products
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ExperienceSince 2025 (1 years)Registration #001295295Postcode3146
Bachelor of FinanceMaster of Applied FinanceGraduate Diploma of Financial PlanningFinancial Services Institute of Australasia (FINSIA)
SuperannuationLife InsuranceSecuritiesRSA Products
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