ExperienceSince 1988 (38 years)Registration #000237788Postcode3930
Diploma Financial ServicesFinancial Services EssentialAdvance Diploma Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1999 (27 years)Registration #001003229Postcode3930
Diploma of Financial AdvisingSelf Managed Superannuation FundsCertified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000260843Postcode3930
Diploma of Financial AdvisingFinancial Plan Construction & Review (DFP 8)Certified Financial PlannerMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000255380Postcode3930
Bachelor of CommerceMasters in Business AdministrationFinancial Planning PS146Diploma Financial Services (Fin Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000312398Postcode3930
Bachelor of CommerceDiploma Financial PlanningDiploma Financial Services (Mortgage Broking)Self Managed Superannuation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000320565Postcode3930
Diploma Financial Services (Financial Planning) FNS50804RG146 Margin LendingAdvanced Diploma of Financial Planning FNS60415Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001258223Postcode3930
Bachelor of BusinessMaster of Applied FinanceCPA Public Practice ProgramProfessional Certificate in SMSF
Self-Managed Super (SMSF)
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ExperienceSince 2022 (4 years)Registration #001298981Postcode3930
Bachelor of BusinessEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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