ExperienceSince 1984 (42 years)Registration #000247926Postcode3039
Diploma of Financial PlanningMargin Lending and Geared InvestmentsGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1990 (36 years)Registration #000251288Postcode3039
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2002 (24 years)Registration #000274397Postcode3039
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2003 (23 years)Registration #000235123Postcode3039
Bachelor of CommerceMargin Lending and Geared InvestmentsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000248942Postcode3039
Advanced Diploma of Financial Services (Financial Planning)ASX Listed Product Accreditation Course (LPAC)FPC002B Ethics and Professionalism in Financial AdviceSMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000325318Postcode3039
Bachelor of Business (Accounting)Chartered Accountant Program (CA)Graduate Diploma in Applied Finance and InvestmentGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000263830Postcode3039
Diploma of Financial AdvisingBachelor of LawsLaw Institute of Victoria
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2005 (21 years)Registration #001007364Postcode3039
Diploma of Financial PlanningCFPGraduate Diploma of AccountingDiploma Finance & Mortgage Broking
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2005 (21 years)Registration #000284256Postcode3039
PS 146Certificate IV in Financial Services (Finance/Mortgage Broking)Self Managed Superannuation FundsDirect Equities Course
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2005 (21 years)Registration #000291485Postcode3039
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsCertificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000304436Postcode3039
Diploma of Financial Services (Financial Planning)FPC008 Investment Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000317032Postcode3039
Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001270201Postcode3039
Master of CommerceDiploma of Financial ServicesAdvanced Diploma In Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2009 (17 years)Registration #000329604Postcode3039
Bachelor of Commerce (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Finance and Mortgage Broking ManagementAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #000397854Postcode3039
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000468950Postcode3039
Bachelor of Commerce (Finance & Financial Planning)Advanced Diploma of Financial PlanningDiploma of Financial PlanningSelf Managed Super Fund Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001000253Postcode3039
Bachelor of Management (Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningASX Listed Product Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001008256Postcode3039
Bachelor of Business (Financial Planning)Self Managed Superannuation FundsMargin LendingFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2016 (10 years)Registration #001249496Postcode3039
Bachelor of Business (Accounting)Foundation Diploma of Financial PlanningDiploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2018 (8 years)Registration #001267314Postcode3039
Bachelor of CommerceBachelor of Business (Financial Planning)Diploma of Finance and Mortgage Broking ManagementSMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267312Postcode3039
Certificate IV in AccountingBachelor of Business (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2024 (2 years)Registration #001305900Postcode3039
Bachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceFinance Brokers Association of Australia (FBAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313341Postcode3039
Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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