ExperienceSince 1996 (30 years)Registration #000227568Postcode3084
Bachelor of EconomicsDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001003813Postcode3084
Bachelor of Business (Economics and Finance)Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000284332Postcode3084
Bachelor of CommerceCertified Practising AccountantRG146CPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000234711Postcode3084
Graduate Diploma in Applied Finance and InvestmentMaster of Applied FinanceCFA CharterholderMaster of Banking and Finance Law
SuperannuationLife InvestmentSecurities
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ExperienceSince 2004 (22 years)Registration #000277135Postcode3084
Graduate Diploma in Applied Finance and Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001003966Postcode3084
Bachelor of CommerceCertified Practising AccountantDiploma of Financial PlanningDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001002766Postcode3084
Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceClient Engagement SkillsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001004161Postcode3084
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics & Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001006852Postcode3084
Bachelor of LawsGraduate Diploma in financial planning
SuperannuationLife Investment
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ExperienceSince 2016 (10 years)Registration #001242587Postcode3084
Bachelor of Commerce & AdministrationChartered Accountants ProgramFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills
Superannuation
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ExperienceSince 2016 (10 years)Registration #001242585Postcode3084
Bachelor of CommerceChartered Accountants ProgramFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills
Superannuation
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