ExperienceSince 1981 (45 years)Registration #000258138Postcode3144
Business StudiesMasters in Arts JournalismCertificate in Financial MarketsMargin Lending and Geared Investments
SuperannuationLife InvestmentSecuritiesDerivativesGovernment Debentures
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ExperienceSince 1989 (37 years)Registration #000231003Postcode3144
Bachelor of ArtsDiploma of Financial ServicesAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1989 (37 years)Registration #001006749Postcode3144
Bachelor of BusinessCertified Financial PlannerAccredited Age Care ProfessionalFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1992 (34 years)Registration #000236687Postcode3144
NAFM Financial Planning AccreditationCertified Financial PlannerDiploma of Financial PlanningSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #001006063Postcode3144
Bachelor of BusinessDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife Investment
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ExperienceSince 1995 (31 years)Registration #000320799Postcode3144
Diploma Financial PlanningCertified Financial PlannerGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000240010Postcode3144
Diploma of Financial Services (Financial Planning)FASEA Ethics unitEconomic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1997 (29 years)Registration #001233375Postcode3144
Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000231838Postcode3144
Bachelor of Arts (Social Science)Bachelor of Business (Accounting)Certified Practicing Accountant (CPA)PFP (Specialist in Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecurities
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ExperienceSince 2001 (25 years)Registration #000223804Postcode3144
Bachelor of AccountingGraduate Diploma in Financial PlanningMargin Lending and Geared InvestmentsSMSF Adviser Education Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000231839Postcode3144
Bachelor of Business (Accounting)Certified Practicing Accountant (CPA)Diploma of Financial PlanningEthics for Financial Services (Intensive)
SuperannuationLife InsuranceLife InvestmentSecurities
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ExperienceSince 2002 (24 years)Registration #000432532Postcode3144
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)CFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000237555Postcode3144
CFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000273026Postcode3144
B.Sc.Master of ArtsPh.D.SSA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000323432Postcode3144
Bachelor of Business (Accounting & Finance)Chartered AccountantGraduate Diploma in Chartered AccountingDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000233146Postcode3144
Bachelor of Business (Accounting)Chartered Accountant (CA)Diploma of Financial Planning Services (Financial Planning)Client Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecurities
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ExperienceSince 2004 (22 years)Registration #001003084Postcode3144
Bachelor of CommerceFPC002B Ethics and Professionalism in Financial AdviceFPE020 SMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000258474Postcode3144
Graduate DiplomaAdvanced DiplomaDiplomaMasters Degree
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #001247740Postcode3144
Bachelor of BusinessBachelor of Business8 Unit Diploma of Financial Planning offered by Financial Advice Association Limited (Formally FPA)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000326416Postcode3144
Bachelor of EducationDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000331729Postcode3144
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsAU Inhouse Assessment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000342680Postcode3144
Graduate Diploma of Applied Finance and InvestmentDiploma of Financial ServicesEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000343604Postcode3144
Bachelor of Business (Banking & Finance)Advanced Diploma Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001005786Postcode3144
Bachelor of CommerceBachelor of LawsCore 1: Securities & Managed Investments Accreditation ProgramMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001004602Postcode3144
Bachelor of (Hons) Commerce (Economics & Finance)ADA Level 1 & 2Securities and Managed InvestmentsMargin Lending Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001267613Postcode3144
Bachelor Of CommerceDiploma Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Advanced SMSF
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2015 (11 years)Registration #001237774Postcode3144
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2015 (11 years)Registration #001007380Postcode3144
Bachelor of EconomicsDiploma of Financial ServicesAdvanced diploma of financial planningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001238216Postcode3144
Bachelor or BusinessCertified Practicing Accountant (CPA)Masters of Business AdministrationDiploma of Financial Planning
Superannuation
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ExperienceSince 2016 (10 years)Registration #001238214Postcode3144
Bachelor of CommerceChartered Accountant (CA)Diploma of Financial PlanningClient Engagement Skills
Superannuation
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ExperienceSince 2016 (10 years)Registration #001259426Postcode3144
Bachelor of EconomicsAdvanced Diploma of Financial ServicesFellow Chartered Financial PractionerSelf Managed Superannuation Fund Course
Self-Managed Super (SMSF)
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ExperienceSince 2016 (10 years)Registration #001250860Postcode3144
Bachelor of Business (Accounting) & (Banking and Finance)Certified Practicing AccountantAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001253161Postcode3144
Bachelor of Business (Accounting)Chartered Accountant ProgramSMSF Specialist Advisor ProgramChartered Accountants Australia and New Zealand (CA ANZ)
Superannuation
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ExperienceSince 2018 (8 years)Registration #001270952Postcode3144
Bachelor of Business (Accounting & Management)Certified Practicing Accountant (CPA)Masters of Applied FinanceAccountant Self Managed Superannuation Fund Package
SuperannuationLife InsuranceLife InvestmentSecurities
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ExperienceSince 2018 (8 years)Registration #001268304Postcode3144
Bachelor of Arts8 Unit Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271827Postcode3144
Diploma of financial PlanningAdvanced Diploma of Financial PlanningBachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001269640Postcode3144
Bachelor of Commerce (Financial Planning)MAI769 Ethics for Financial ServicesFPE020 SMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001300825Postcode3144
Bachelor of CommerceEthics and Professionalism in Financial AdviceCommercial LawFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001304090Postcode3144
Master of AccountingGraduate Diploma of Financial PlanningSMSF Specialist AdviserAccredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311842Postcode3144
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311482Postcode3144
Self Managed Superannuation FundsGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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