ExperienceSince 1991 (35 years)Registration #000249335Postcode3170
Bachelor of ArtsBachelor of BusinessCertified Financial PlannerCertified Practising Accountant
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #001233740Postcode3170
Advanced Diploma Financial PlanningFinancial Advice Association of Australia (FAAA)
Life InsuranceLife InvestmentSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2001 (25 years)Registration #000224634Postcode3170
Bachelor of Business (Accounting)CAGrad Dip in Financial PlanningDiploma of Financial Planning DFP 1
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2001 (25 years)Registration #000248005Postcode3170
Diploma of Financial PlanningMasters of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001004880Postcode3170
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)5 unit CFP Certification ProgramMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2008 (18 years)Registration #000325475Postcode3170
Bachelor of Business (Financial Planning) with DistinctionFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001003516Postcode3170
Bachelor of CommerceCertified Financial PlannerDPML Margin LendingFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2011 (15 years)Registration #000408386Postcode3170
Bachelor of CommerceDiploma Of Financial Services (Finance/Mortgage Broking Management)Diploma in Financial PlanningFinance Brokers Association of Australia
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2012 (14 years)Registration #000421931Postcode3170
Bachelor of Business (Accounting)Bachelor of Business (Banking and Finance)Diploma of Financial PlanningGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001004131Postcode3170
Bachelor of Design (Multimedia Design)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000429417Postcode3170
Bachelor of Business(Accounting)Diploma in Financial PlanningCertificate IV in Finance and Mortgage Broking2025SP5 FPC002B
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2013 (13 years)Registration #001248853Postcode3170
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000470409Postcode3170
Bachelor of CommerceBachelor of EconomicsAdvanced Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001004882Postcode3170
Diploma of Financial ServicesGraduate Certificate in Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2015 (11 years)Registration #001238158Postcode3170
Advanced Diploma of Financial ServicesBachelor Of BusinessBachelor of Business (Financial Risk Management)Diploma Of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001238157Postcode3170
Bachelor of CommerceBachelor of EconomicsDiploma Of Financial PlanningFPC001B- Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001249717Postcode3170
Bachelor of CommenceCPADiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice ...
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001259717Postcode3170
Diploma of Financial PlanningBachelor of CommerceEthics and Professionalism in Financial AdviceFPC001B- Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270964Postcode3170
Diploma Of Financial PlanningBachelor of BusinessEthics and Professionalism in Financial AdviceFPC001B- Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271068Postcode3170
Certificate IV in Financial ServicesDiploma of Financial PlanningBachelor of Commerce (Commercial Law)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271158Postcode3170
Bachelor of Business (Accounting) & Bachelor of Business (Banking and Finance)CAFPC001BFPC002B-Ethics & Professionalism in Financial Advice
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001270383Postcode3170
Bachelor of BusinessDiploma of Financial PlanningMaster of Business LeadershipDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001285663Postcode3170
Bachelor of Commerce (Financial Planning)Bachelor of Laws (Honours)MAA769 Ethics for Financial ServicesMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001301822Postcode3170
Graduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001303361Postcode3170
Bachelor of CommerceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001302379Postcode3170
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001319222Postcode3170
BAchelor of Commerce Accounting & FinanceGrad Dip Financial PlanningCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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