ExperienceSince 1983 (43 years)Registration #000337298Postcode3123
Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1988 (38 years)Registration #000246534Postcode3123
Bachelor of CommerceMasters of BusinessCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1989 (37 years)Registration #000248965Postcode3123
Diploma of Financial PlanningSelf Managed Superannuation FundsASX Listed Products Accreditation CourseCFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1993 (33 years)Registration #000241866Postcode3123
Certified Financial Planner (CFP)Diploma Financial PlanningMaster of Commerce (Financial Planning)Advanced Strategies for Self Managed Superannuation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000260423Postcode3123
Diploma of Financial PlanningSelf Managed Super Fund CourseASX SecuritiesMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #001003608Postcode3123
Advanced Diploma Financial Services (Financial Planning)CFPAdvanced SMSF Strategy TrainingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1999 (27 years)Registration #000331284Postcode3123
Diploma of Financial AdvisingSelf Managed Superannuation FundsCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1999 (27 years)Registration #000331282Postcode3123
Bachelor of EconomicsGraduate Diploma of Applied Finance and Investment (Historical SIA/FINSIA)Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1999 (27 years)Registration #000245804Postcode3123
Chartered AccountantDiploma of Financial PlanningDiploma of Financial PlanningAccredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2000 (26 years)Registration #000346053Postcode3123
Graduate Diploma of Applied Finance and InvestmentsSelf Managed Superannuation FundsCertificate IV in Financial Services (Finance/Mortgage Broking)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2000 (26 years)Registration #000253317Postcode3123
Advanced Diploma of Financial PlanningTASA and the TPB Code of Professional ConductCert IV in Finance and Mortgage BrokingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #000364493Postcode3123
Bachelor of AccountingCertified Financial Planner (CFP)RG146 Margin LendingRG146 Advanced Strategies for SMSFs
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000226537Postcode3123
Bachelor of Business (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial AdviceCertified Independent Financial Advisers Association Ltd (CIFAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000302741Postcode3123
Bachelor of CommerceFinancial Services (Financial Planning)Certified Financial Planner CertificationFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000249197Postcode3123
Bachelor of FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Finance/Mortgage Broking Management)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000246531Postcode3123
Advanced Diploma of Business MarketingBachelor of BusinessAdvanced Diploma of Financial ServicesGraduate Diploma of Applied Finance and Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001003611Postcode3123
Masters of Financial PlanningCFPEthics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2004 (22 years)Registration #000443931Postcode3123
Diploma of Financial Services (Financial Planning)Policy Statement 146 Knowledge AssessmentAdvanced Diploma of Financial Services (Financial Planning)Bachelor of Business
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001003612Postcode3123
Advanced Diploma of Financial Services (Financial Planning)Advanced SMSF Strategy TrainingEthics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2006 (20 years)Registration #000465815Postcode3123
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)SMSF Association Specialist Accreditation ProgramAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2006 (20 years)Registration #000298708Postcode3123
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Fellow of Institute of ActuariesDiploma of Finance & Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000307563Postcode3123
Bachelor of Business (Financial Planning)Certified Financial PlannerEthics and Professionalism in Financial AdviceCertified Independent Financial Advisers Association Ltd (CIFAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000301996Postcode3123
Bachelor of CommerceGraduate Certificate of Financial PlanningGraduate Diploma of Applied Finance and InvestmentCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001003610Postcode3123
Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)CFPAdvanced SMSF Strategy Training
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2007 (19 years)Registration #000314552Postcode3135
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2010 (16 years)Registration #000421981Postcode3123
Bachelor of Commerce (Accounting)Graduate Diploma of Applied Finance (Financial Planning)Accredited Listed Products Adviser ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001004980Postcode3123
Bachelor of Business (Financial Management)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2011 (15 years)Registration #000405214Postcode3123
Cavendish & ICFS Specialist SMSFAdvanced Diploma of Financial PlanningBL01105 Business LawBachelor of Business (Banking & Finance)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000431782Postcode3123
Bachelor of Commerce/Bachelor of LawDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFellow Chartered Financial Practitioner
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2012 (14 years)Registration #001246628Postcode3123
Bachelor of CommerceBachelor of Commerce HonoursGrad Diploma Applied Finance & InvestmentRG146
Superannuation
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ExperienceSince 2012 (14 years)Registration #000417577Postcode3123
Bachelor of Business (Marketing/Economics)Diploma of Financial Services (Financial Planning)Diploma of Finance and Mortgage Broking ManagementAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001008936Postcode3123
Bachelor of Commerce (Finance)Diploma of Financial PlanningAdvanced Diploma of Financial Planning5 Unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236690Postcode3123
BAchelor of Commerce5 unit CFP Certification ProgramCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2016 (10 years)Registration #001241626Postcode3123
Bachelor of BusinessGraduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001248484Postcode3123
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningMasters of Financial Planning
Superannuation
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ExperienceSince 2017 (9 years)Registration #001252870Postcode3123
Business Law MLC101Bachelor of Commerce (Economics, Finance, Financial Planning)Principles of Income Tax Law MLC301Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272190Postcode3123
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271260Postcode3123
Bachelor of Commerce (Accounting and Finance)Graduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272063Postcode3123
Master of FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFASEA Financial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2019 (7 years)Registration #001278589Postcode3123
Bachelor of Commerce (Actuarial)Graduate Diploma in Applied Finance and InvestmentDiploma of Financial PlanningSelf Managed Superannuation Fund
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001282413Postcode3123
Bachelor of Business (Economics and Finance)FPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001289157Postcode3123
Bachelor of Commerce (Economics)Diploma in Technical AnalysisGraduate Diploma in Applied Finance and InvestmentChartered Financial Analyst Program
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ExperienceSince 2022 (4 years)Registration #001295059Postcode3123
Bachelor of Business (Economics and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001301199Postcode3123
Bachelor of Business (Economics & Finance) (Applied)FPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial PlanningGraduate Diploma of Financial Planning
Superannuation
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ExperienceSince 2024 (2 years)Registration #001306697Postcode3123
Bachelor of Business (Economics and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001307780Postcode3123
Bachelor of BusinessFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2025 (1 years)Registration #001300793Postcode3123
Bachelor of Business (Accountancy)Graduate Diploma Financial Planning
Superannuation
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Registration #001317235Postcode3123
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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