ExperienceSince 1999 (27 years)Registration #000223341Postcode3101
Bachelor of Business AdministrationDiploma of Financial PlanningCFPEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001006700Postcode3101
Bachelor of Business (Accounting)Certified Practising AccountantCertified Financial PlannerCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2000 (26 years)Registration #000405643Postcode3101
Bachelor of EconomicsGrad Dip Financial PlanningCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000225301Postcode3101
M300 Bachelor of Commerce (Accounting & Finance)Graduate Diploma in Financial PlanningCertificate IV Credit ManagementFPBC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000298855Postcode3101
Diploma of Financial PlanningMargin Lending & Geared InvestmentsAccredited Listed Product Adviser ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000415530Postcode3101
Mathematics with ManagementDiploma of Financial PlanningCertified Financial PlannerFINC20031 Ethical Financial Planning Practice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000249349Postcode3101
Bachelor of FinanceDiploma of Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2002 (24 years)Registration #000463798Postcode3101
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial ServicesICFS Specialist SMSF CourseEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000301098Postcode3101
Bachelor of BusinessCertified Practising Accountant (CPA) ProgramDiploma of Financial Planning (8 Units)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001002806Postcode3101
Bachelor of CommerceDiploma of Financial PlanningSelf Managed Superannuation FundsCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001003259Postcode3101
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001000913Postcode3101
Bachelor Commerce/ArtsChartered AccountantGraduate Diploma Financial PlanningCertified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2004 (22 years)Registration #000250006Postcode3101
Bachelor of BusinessDiploma of Financial PlanningMargin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001239389Postcode3101
Bachelor of CommerceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000302547Postcode3101
Bachelor of Science with HonoursMargin Lending and Geared InvestmentsDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000302667Postcode3101
Bachelor of Engineering (Chemical Engineering)Graduate Diploma of Management (Technology Management)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000406274Postcode3101
Bachelor of Commerce (Accounting)Certified Financial PlannerDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000309160Postcode3101
Bachelor of Arts in CommunicationDiploma in Financial Services (Financial Planning)Advanced Diploma in Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000310274Postcode3101
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsASX Accredited Listed Products Adviser ProgramAdvanced Diploma of Management
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2007 (19 years)Registration #000307189Postcode3101
DiplomaDiplomaAdvanced Diploma Financial PlanningFellow Chartered Financial Practitioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000469328Postcode3101
Bachelor of Business (Economics & Finance)CFP CertificationEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000322282Postcode3101
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000329064Postcode3101
Bachelor of ManagementDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000323709Postcode3101
Bachelor Business (Economics & Finance)Diploma Financial Services (Financial Planning) FNS50804Margin Lending & Geared InvestmentsAdvanced Diploma Financial Planning FNS60410
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001001503Postcode3101
Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement SkillsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001002570Postcode3101
Diploma of Business ProgrammingAdvanced Diploma of Financial Services (Financial Planning)TASA and the TPB Code of Professional ConductMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000334732Postcode3101
Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000355555Postcode3101
Diploma of Financial Services (Superannuation)Advanced Diploma of Financial Services (Superannuation)Margin Lending Accreditation ProgramBachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000324079Postcode3101
BP130 Bachelor of Business (Business Administration)Diploma of Financial ServicesAdvanced Diploma Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000443658Postcode3101
Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000448446Postcode3101
Bachelor of Science: Business and ManagementDiploma of Financial services (Financial Planning)Advanced Diploma of Financial PlanningRG146 Tier 1 Specialist Margin lending Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001237545Postcode3101
Diploma of Financial Services (FP)Advanced Diploma of Financial Services (FP)Bachelor of Applied FinanceCertified Practicing Accountant
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001233015Postcode3101
Bachelor of Mathematics and FinanceDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001248917Postcode3101
Graduate DiplomaMaster of Business AdministrationMaster of Financial PlanningEthics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001250800Postcode3101
Bachelor of CommerceDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001246617Postcode3101
Bachelor of Applied ScienceGraduate Diploma of PsychologyCertificate IV Credit ManagementM740 Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254774Postcode3101
Bachelor of ManagementAdvanced Diploma of Financial PlanningDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254594Postcode3101
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001257258Postcode3101
BLW14BLW32Bachelor of Business -Financial PlanningFPC002B Ethics and Professionalism in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001257258Postcode3101
BLW14BLW32Bachelor of Business -Financial PlanningFPC002B Ethics and Professionalism in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251286Postcode3101
Bachelor of Commerce (Majoring in Finance, Accounting and Financial Planning)Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251658Postcode3101
Bachelor in Arts and BusinessGraduate Certificate of EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001262057Postcode3101
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269806Postcode3101
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningBachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272330Postcode3101
Bachelor of Business (Accountancy)Certified Practising AccountantMaster of TaxationDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001293977Postcode3101
Bachelor of Business (Accountancy)Master of Applied FinanceFPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001309151Postcode3101
Bachelor of Commerce (Finance)Economic and Legal Context for Financial PlanningGraduate Diploma of Financial PlanningTaxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001309258Postcode3101
Bachelor of Commerce (Financial Planning)Financial Advice Association of Australia (FAAA)National Tax and Accountants Association (NTAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Registration #001319973Postcode3101
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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