ExperienceSince 1983 (43 years)Registration #000247539Postcode3079
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1984 (42 years)Registration #000252535Postcode3079
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1989 (37 years)Registration #000250041Postcode3079
Bachelor of BusinessDiploma of Financial PlanningCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1993 (33 years)Registration #000264741Postcode3079
Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecurities
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ExperienceSince 1998 (28 years)Registration #001003825Postcode3079
Bachelor of Business (Accounting)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2001 (25 years)Registration #000245822Postcode3079
Bachelor of CommerceGraduate Diploma of Applied Finance and Investment8 Unit Diploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000247952Postcode3079
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)Financial Planner AFP (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #000242770Postcode3079
Bachelor of BusinessGraduate Diploma in Financial PlanningCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000247538Postcode3079
Bachelor of BusinessDiploma of Financial PlanningMaster of Financial PlanningDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001005040Postcode3079
Bachelor of EconomicsCertified Practising AccountantDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2005 (21 years)Registration #001005039Postcode3079
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2005 (21 years)Registration #001004786Postcode3079
Bachelor of Business (Financial Planning)Bachelor of Business (Financial Planning)Certified Financial PlannerCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000337513Postcode3079
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentGraduate Diploma in Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001004707Postcode3079
Diploma of Financial Services (Financial Planning)Graduate Diploma of Applied FinanceMargin LendingMaster of Applied Finance (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236616Postcode3079
Diploma of Financial PlanningDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001247908Postcode3079
FNS50610 Diploma of Financial PlanningBachelor of Business (Financial Planning) with DistinctionFPC002B Ethics and Professionalism in Financial AdviceSuperConcepts Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271254Postcode3079
Bachelor of BusinessDiploma of Financial PlanningSMSF Regulation and TaxationMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001311732Postcode3079
Bachelor of Finance (Honours)Diploma of Financial PlanningGraduate Diploma of Financial PlanningSMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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