ExperienceSince 1994 (32 years)Registration #001000960Postcode3300
Diploma of Life InsuranceCertificate of Superannuation ManagementCertified Financial Planner (CFP)Certified Financial Planner (CFP®)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000325173Postcode3300
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2010 (16 years)Registration #000384599Postcode3300
MLC101 Business LawMLC301 Principles of Income Tax LawBachelor of Commerce (Accounting and Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001006446Postcode3300
Bachelor of Commerce (Financial Planning and Marketing)Master of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001258687Postcode3300
Bachelor of CommerceCFP C CertificationEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269526Postcode3300
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial PlanningFPE020 SMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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