ExperienceSince 1980 (46 years)Registration #000237774Postcode3168
Diploma of Financial Services (Financial Planning)ADFS 1 Taxation PlanningADFS 3 Advanced Investment PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1988 (38 years)Registration #000225227Postcode3168
Foundation Diploma of Financial PlanningAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1991 (35 years)Registration #000319426Postcode3168
Certified Financial Planner (CFP)Diploma of Financial Planning (DFP 1-8)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1991 (35 years)Registration #000252514Postcode3168
Certified Financial Planner (CFP)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000252561Postcode3168
Diploma of Financial Planning (DFP 1-8)Margin Lending & Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000252562Postcode3168
8 unit Diploma of Financial PlanningMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001006100Postcode3168
Bachelor of BusinessGraduate Diploma of Applied FinanceGraduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2001 (25 years)Registration #000252560Postcode3168
Bachelor EcoNomicsRG146 925 Tier 1 Compliance solutionRG146 Provide advice in Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000230878Postcode3168
Foundation Diploma Financial Planning DFP1-4RG146 Margin Lending & Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001003334Postcode3168
Advanced Diploma of Financial PlanningSelf Managed Superannuation Fund(SMSF 1:Core Principles)Certified Financial PlannerAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000278355Postcode3168
Diploma of Financial AdvisingCertified Financial Planner (CFP)Graduate Diploma of Applied Finance and InvestmentSMSF Specialist Advisor (SSA) Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2006 (20 years)Registration #000298031Postcode3168
Advanced Diploma Financial Services (Financial Planning) FNB60402Margin Lending and Geared InvestmentsGraudate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001001983Postcode3168
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2014 (12 years)Registration #001003208Postcode3168
Bachelor of Commerce (Financial Planning)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000442789Postcode3168
Taxation PlanningAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267366Postcode3168
Bachelor Business (Banking & Finance)Diploma Financial PlanningRG146 Managed Investments & SecuritiesGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001316897Postcode3168
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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