ExperienceSince 2001 (25 years)Registration #000443954Postcode3051
Bachelor of EconomicsDesignated Trading RepresentativeGraduate Diploma of Applied Finance and Investment (Historical SIA/FINSIA)Derivatives Accreditation Level 1 & 2
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000234874Postcode3051
Advanced Diploma of Financial Services (Financial Planning)Institute of Public Accountants (IPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000312809Postcode3051
Bachelor of Commerce (Corporate Finance)Graduate Diploma in Financial Planning (Historical SIA/FINSIA)ASX Accredited Listed Product AdviserCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000409907Postcode3051
Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Finance/Mortgage Broking Management)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001251920Postcode3051
Bachelor of BusinessDiploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001260788Postcode3051
Certified Financial Technician (CFTe)Graduate Certificate in Applied FinanceAccredited Listed Product Adviser ProgramGraduate Certificate in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251051Postcode3051
Bachelor of Applied ComputingDiploma of Business (Frontline Management)Master of Business (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001255211Postcode3051
Law in Global Business HBL111Bachelor of Business (Accounting)Certified Practising AccountantFinancial Risk Management
Superannuation
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ExperienceSince 2018 (8 years)Registration #001263295Postcode3051
Degree of Bachelor of Economics (Finance)Degree of Master of Business AdministrationMasters in Wealth ManagementTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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