ExperienceSince 1997 (29 years)Registration #000327763Postcode3163
Diploma of Financial Services (Financial Planning)ASX Accredited Listed Products Adviser (ALPA) ProgramSelf Managed Superannuation FundsFinancial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1999 (27 years)Registration #000285745Postcode3163
Bachelor of Business (Banking and Finance)Graduate Diploma in Financial PlanningFASEA ExamFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000234488Postcode3163
Bachelor of EngineeringDiploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000288164Postcode3163
Bachelor of EconomicsBachelor of LawGraduate Diploma in Applied Finance and InvestmentFoundation Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000323167Postcode3163
Master of Practising AccountingDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceRSA Products
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ExperienceSince 2016 (10 years)Registration #001244509Postcode3163
Bachelor of International EconomicsMaster of Applied FinanceMaster of Professional AccountingFASEA Ethical Exam
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001271106Postcode3163
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Chartered AccountingAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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