ExperienceSince 1989 (37 years)Registration #000241979Postcode3102
Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)RG146 Margin LendingFinancial Services Institute of Australasia (FINSIA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1990 (36 years)Registration #000248274Postcode3102
Diploma of Financial PlanningCertificate IV in Finance and Mortgage BrokingAccredited Aged Care ProfessionalSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000331789Postcode3102
Bachelor of Business (Financial Planning) with DistinctionSMSFSMSFAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000290630Postcode3102
Advanced Diploma of Financial Services (Financial Planning)Certificate IV Finance and Mortgage BrokingAU Inhouse Securities AccreditationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000466770Postcode3102
Diploma of BusinessBachelor of BusinessDiploma of Financial Services (Financial Planning)Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000405608Postcode3102
Bachelor of Commerce (Majoring in Finance and Financial Planning)Invest Self-managed Superannuation funds assetsEthics and Professionalism in Financial AdviceCFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2014 (12 years)Registration #000455112Postcode3102
Bachelor of Economics (Marketing)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAU Inhouse Assessment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001242086Postcode3102
Bachelor of Business (Financial Management)Master of Management (Accounting)Diploma of Financial PlanningMargin Lending Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001265117Postcode3102
Diploma of Financial PlanningBachelor of Commerce (Finance and Financial Planning)FPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269022Postcode3102
Diploma Financial Planning FNS50615Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial PlanningSMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2025 (1 years)Registration #001313313Postcode3102
Graduate Diploma of Financial PlanningSuperConcepts Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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