ExperienceSince 1998 (28 years)Registration #000286333Postcode3079
Diploma of Financial Planning (DFP 1-8)Margin Lending and Geared InvestmentsGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000232153Postcode3079
Certificate of Business Studies (Accounting)Bachelor of Business (Multidiscipline)Certified Practising Accountant (CPA)Chartered Accountant (CA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000249923Postcode3079
Bachelor of Business (Accounting)8 Unit Diploma of Financial PlanningDiploma of Financial PlanningMAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000307183Postcode3079
Bachelor of BusinessCertified Practising Accountant (CPA)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000301094Postcode3079
Graduate Diploma of AccountingDiploma of Financial ServicesSMSF Specialisation CourseAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000305874Postcode3079
Bachelor of Business (Banking & Finance)Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000332598Postcode3079
Bachelor of AccountingDiploma of Financial Services (Financial Planning)5 Unit CFP Certification ProgramMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000380229Postcode3079
Bachelor Of EconomicsDiploma Financial Services (Financial Planning) FNS50804RG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001245034Postcode3079
Bachelor Business(Financial Planning)Advanced Diploma of Financial PlanningEthics for Financial Services (intensive)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001256951Postcode3079
Bachelor of Commerce (Commercial Law)Master of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001261913Postcode3079
Bachelor of Commerce (International Business)Advanced Diploma of Financial PlanningCertified Financial Planner (CFP)Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2020 (6 years)Registration #001281560Postcode3079
Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFPE016 Self-Managed Superannuation FundsMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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