ExperienceSince 1989 (37 years)Registration #000224768Postcode3220
Bachelor of BusinessCPA MembershipFPA MembershipCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1991 (35 years)Registration #000249482Postcode3220
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000248266Postcode3220
Advanced Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingMargin Lending and Geared InvestmentsFPC001B Economic & Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #001246371Postcode3220
Bachelor of Business (Ecomomic and Finance)Bachelor of BusinessCertified Financial PlannerCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001261042Postcode3220
Bachelor of CommerceCertified Financial PlannerFPC002B Ethics & Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001004679Postcode3220
Master of Business AdministrationDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #001002377Postcode3220
Bachelor of Commerce (Accounting and Finance)Certified Financial PlannerGraduate Diploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000282252Postcode3220
CFPBachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001001074Postcode3220
Bachelor of CommerceCertified Financial PlannerAccredited Aged Care SpecialistRG146 Licensing Compliance: Margin Lending Facilities
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001004129Postcode3220
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC001B Economic & Legal Context for Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #000390259Postcode3220
Advanced DiplomaCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001001075Postcode3220
Bachelor of Commerce- Accounting, Finance and Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001002506Postcode3220
Bachelor of ArtsAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial ServicesCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000421341Postcode3220
Bachelor of Commerce (Finance)FPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001246372Postcode3220
Bachelor of ManagementDiploma of Financial PlanningCertified Financial Planner (1-5)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001001077Postcode3220
Bachelor of Commerce- Finance and Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001001078Postcode3220
Bachelor of Commerce- Commercial Law, Finance and Financial PlanningAccredited Aged Care SpecialistCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001001076Postcode3220
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCertified Financial Planner (1-5)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001273410Postcode3220
Bachelor of CommerceEthics and Professionalism in Financial AdviceMaster of Financial PlanningAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001261927Postcode3220
Bachelor of Commerce (Accounting & Financial Planning)Bachelor Commerce (Accounting Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001273411Postcode3220
Bachelor of Commerce- Finance & Financial PlanningAccredited Aged Care SpecialistEthics and Professionalism in Financial AdviceCertified Financial Planner (1-5)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001300961Postcode3220
Master of Financial PlanningAccredited Aged Care SpecialistCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001297361Postcode3220
Bachelor of Business (International Business)Bachelor of Commerce (Finance)Graduate Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001314094Postcode3220
Bachelor of CommerceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001315161Postcode3220
Bachelor of CommerceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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