ExperienceSince 1990 (36 years)Registration #000273630Postcode3931
Entry Level CompetenciesRisk ManagementSuperannuation and Retirement PlanningInvestment Planning 1
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1993 (33 years)Registration #000234915Postcode3931
Bachelor of ScienceGraduate Diploma of Applied Finance & InvestmentDiploma of Finanacial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000308496Postcode3931
Bachelor of Business (Financial Planning)Certified Financial PlannerSMSF Specialist AdvisorCFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000431863Postcode3931
Diploma of Financial PlanningMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceCFP Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #001001474Postcode3931
ASX Broker ExamPS146 Compliance ProgramMargin Lending and Geared InvestmentsStockbrokers and Investment Advisers Association (SIAA)
SecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000287568Postcode3931
Bachelor of Commerce (Accounting)Diploma of Financial PlanningMargin LendingSelf Managed Superannuation Funds
SuperannuationLife InvestmentSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 1999 (27 years)Registration #001001866Postcode3931
SDIA Accreditation Program AssessmentAccredited Derivatives Adviser Level 1RMIT/SDIA Superannuation ModuleMargin Lending and Geared Investments
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001001964Postcode3931
Financial PlanningSDIA Accreditation Program AssessmentASX Accredited Derivatives Adviser Level 2RMIT / SDIA Superannuation Module
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000259600Postcode3931
Diploma of Financial PlanningFPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #000245308Postcode3931
Certified Financial PlannerMasters of Financial PlanningSMSF Specialist AdvisorEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000343051Postcode3931
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001006894Postcode3931
Bachelor of BusinessGraduate Diploma in Applied Finance and Investment8 unit Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001005430Postcode3931
Advanced Diploma of Financial Planning FNB60402Certified Financial Planner (CFP)FNSASICR503A Provide advice in Margin LendingFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000234869Postcode3931
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000303796Postcode3931
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000469530Postcode3931
Bachelor of Applied Science Biochemistry/ChemistryDiploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000319004Postcode3931
Advance Diploma of Financial Services ( Financial Planning )Diploma of Financial services ( Financial Planning )Applied Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000307525Postcode3931
Bachelor of CommerceSelf Managed Superannuation Funds CourseBachelor of Business (Financial Planning)Estate Planning Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000323960Postcode3938
Bachelor of CommunicationBachelor of TourismDiploma of Financial Services (Financial Planning)SuperConcepts & ICFS Specialist SMSF course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000322410Postcode3931
Bachelor of Business (Accounting)Certified Practising AccountantCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001001531Postcode3931
Diploma of Financial Services (Financial Planning) FNS50804FNS60404 Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2009 (17 years)Registration #000336352Postcode3931
Diploma Financial Services (Financial Planning) FNS50804RG146 Provide Advice in Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000337839Postcode3931
Graduate Diploma in Applied Finance and InvestmentDiploma of Financial Services (FP)Diploma in Financial MarketsSelf Managed Super Fund Course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2010 (16 years)Registration #001002565Postcode3931
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2010 (16 years)Registration #000382916Postcode3931
Bachelor of CommerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000425502Postcode3931
Bachelor of Commerce (Finance and Management)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001008841Postcode3931
Diploma of Financial ServicesAdvanced Diploma Financial ServicesFellow Chartered Financial PractitionerGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2011 (15 years)Registration #000421781Postcode3931
Bachelor of Business and CommerceCourse in Self Managed Superannuation FundsDiploma of Financial PlanningDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2011 (15 years)Registration #000437902Postcode3931
Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramBachelor of Business (Financial Planning)(FChFP) Fellow Chartered Financial Practitioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000422609Postcode3931
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000461687Postcode3931
International Management (Finance, Controlling, Accounting)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000456965Postcode3931
Advanced Diploma Financial Planning928 Margin LendingSelf Managed Superannuation FundsBachelor of Business (Finance)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001234934Postcode3931
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001240209Postcode3931
Bachelor of Business (Accounting)Chartered Accountant (CA)Diploma of Financial PlanningSelf-Managed Super Funds (SMSF) and Margin Lending (ML)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001239179Postcode3931
Core 1 Securities & Managed Investments Accreditation ProgramAccredited Derivatives Adviser Level 1Superannuation Accreditation ProgramGraduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272511Postcode3931
Bachelor of Business AdministrationDiploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270727Postcode3931
Bachelor of Business SystemsCPAPublic Practice CertificateDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2021 (5 years)Registration #001288553Postcode3931
Bachelor of ArtsGraduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial PlanningSMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2022 (4 years)Registration #001297280Postcode3931
Diploma of Applied Science (Animal Technology)Diploma of Financial PlanningGraduate Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001293302Postcode3931
Bachelor of Business (Major in Economics and Finance)Graduate Diploma Financial PlanningMasters of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001297634Postcode3931
Bachelor of Commerce with DistinctionBachelor of Laws (Honours)FPC001B Economic and Legal Context for Financial PlanningTax and Commercial Law for Financial Planning FPC006
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310197Postcode3931
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentEthics and Professionalism in Financial Advice
SecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #000247738Postcode3931
Bachelor of BusinessGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #000384380Postcode3931
Diploma of Financial PlanningDiploma of Business AdministrationsBachelor of Commerce
SuperannuationLife InsuranceLife Investment
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Registration #001319659Postcode3931
Bachlor of Property & real EstateEthics for Financial Services (Intensive)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001318463Postcode3931
Business LawTaxation 1Bachelor of Business (Financial Planning)Bachelor of Accounting
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319438Postcode3931
Bachelor of Business (Economics and Finance)Graduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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