ExperienceSince 1984 (42 years)Registration #001008774Postcode3149
Diploma of Financial PlanningAdvance Diploma of Financial PlanningSelf Managed Superannuation FundsFinancial Advisers Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1990 (36 years)Registration #001003091Postcode3149
RG146 compliant in Financial Planning, Investment Planning, Retirement Planning, Life InsuranceAdvanced Strategies for Self-Managed SuperannuationSMSF Specialist Advisor AccreditationSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000298175Postcode3149
Bachelor of Business (Accounting)Diploma of Financial PlanningMargin LendingAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001003461Postcode3149
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000437906Postcode3149
Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Bachelor of Laws
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000471981Postcode3149
Bachelor of Business (Banking and Finance)Graduate Diploma of Applied Finance and InvestmentFinancial Planning Construction and Review Course (DFP8)CFP Certification Assessment (CFPC)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001004675Postcode3149
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000473168Postcode3149
Bachelor of CommerceGraduate Diploma in AccountingMasters of CommerceDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001004151Postcode3149
Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma of Financial Services (Financial Planning) FNS6040RG146 Margin Lending & Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2006 (20 years)Registration #001002795Postcode3149
FNS50804 Diploma of Financial Services (Financial Planning)FNS60404 Advanced Diploma of Financial Services (Financial Planning)Bachelor of AccountingFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001004815Postcode3149
Bachelor of Commerce (Accounting)Diploma of Financial Planning FNS50804Advanced Diploma of Financial Planning FNS60404FNSASICR503A Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001001757Postcode3149
Diploma of Financial Services (Financial Planning) FNS50804
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2010 (16 years)Registration #000386208Postcode3149
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2011 (15 years)Registration #001007299Postcode3149
Bachelor of CommerceTASA and the TPB Code of Professional Conduct
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2012 (14 years)Registration #000437649Postcode3149
Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramAged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001002536Postcode3149
Bachelor of Business and CommerceDiploma of Financial Planning FNS50611Master of Financial PlanningFPC002B Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001003339Postcode3149
Master of CommerceCertified Financial PlannerSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001002561Postcode3149
Graduate Diploma of Applied Finance and InvestmentDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001238038Postcode3149
Bachelor of CommerceBachelor of EconomicsMaster of BusinessFPC001B Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001238427Postcode3149
Diploma of Financial ServicesGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001250847Postcode3149
Diploma of Financial PlanningAdvanced Diploma in Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001249128Postcode3149
Bachelor of Business (Accounting)Bachelor of Communication (Journalism)Graduate Diploma (ICAA)Diploma of Financial Services (Superannuation)
Superannuation
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ExperienceSince 2016 (10 years)Registration #001240670Postcode3149
Bachelor of Business (Qualification)Diploma of Financial PlanningEthics and Professionalism in Financial AdviceSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001259524Postcode3149
Bachelor of Commerce (Accounting and Financial Planning)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001266264Postcode3149
Accountants SMSF Package FNS550615Financial Planning FNS50615FASEACPA Australia (CPA)
Self-Managed Super (SMSF)
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ExperienceSince 2018 (8 years)Registration #001266263Postcode3149
Accountants SMSF Package FNS550615Financial Planning FNS50615FASEAChartered Accountants Australia and New Zealand (CA ANZ)
Self-Managed Super (SMSF)
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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Data is updated periodically and may not reflect the most current information.