ExperienceSince 1992 (34 years)Registration #000315292Postcode3088
Diploma of Financial PlanningEthics & Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000305320Postcode3088
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2006 (20 years)Registration #001002925Postcode3088
Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Applied FinanceCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001003952Postcode3088
Advanced Diploma of BusinessBachelor of BusinessDiploma of Financial PlanningAdvanced Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000385713Postcode3088
Bachelor of Business (Accounting Major)Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)CPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001001640Postcode3088
Bachelor of Business (Finance & Economics)Certified Financial PlannerAccredited Aged Care ProfessionalProfessionalism and Ethics in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000408828Postcode3088
Tier 1 Adviser Compliance SolutionChartered Accountants Australia and New Zealand (CA ANZ)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000417583Postcode3088
Certificate IV in Finance and Mortgage BrokingDiploma of Financial ServicesAdvanced Diploma of Financial ServicesGraduate Diploma
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2011 (15 years)Registration #000405515Postcode3088
Bachelor of Engineering (Electrical)Master of Business Administration (Technology Management)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001002907Postcode3088
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2016 (10 years)Registration #001242817Postcode3088
Bachelor of Commerce (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001256881Postcode3088
Bachelor of CommerceAdvanced Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001255721Postcode3088
Bachelor of Commerce (Finance)CFP Certification Program (CFP 1-4)Ethics for Financial ServicesFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001252940Postcode3088
Bachelor of Commerce (Financial Planning)Postgraduate Financial PlanningSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001261222Postcode3088
Introduction to Business Law LST11IBLBachelor of Commerce (Accounting, Management)Taxation 2Chartered Accountants Program
Superannuation
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ExperienceSince 2022 (4 years)Registration #001284667Postcode3088
Commercial Law LAW2442Taxation 1 LAW2453Bachelor of Business (Financial Planning) with DistinctionFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001295240Postcode3088
Bachelor of Commerce (Financial Planning)TASACLEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2023 (3 years)Registration #001300563Postcode3088
Bachelor of Commerce (Finance & Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2025 (1 years)Registration #001312617Postcode3088
Bachelor of Financial ServicesBachelor of LawsCommercial LawEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2025 (1 years)Registration #001312582Postcode3088
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2025 (1 years)Registration #001314106Postcode3088
Bachelor of Commerce (Financial Planning)Business Law MLC707Ethics for Financial Services (Intensive)Principles of Income Tax Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001295166Postcode3088
Bachelor of commerce, Major in Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2025 (1 years)Registration #001312597Postcode3088
Graduate Diploma of Financial PlanningBachelor of Commerce & Laws
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Registration #001319238Postcode3088
DMFP Master of Finance (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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Registration #001318248Postcode3088
Master of Business AdministrationGraduate Certificate of Financial PlanningGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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