ExperienceSince 1994 (32 years)Registration #000278659Postcode3052
Bachelor of Business8 Unit Diploma of Financial PlanningMargin Lending and Geared InvestmentsAged Care Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000253297Postcode3052
Bachelor of Business (Financial Planning)Certified Financial Planner (CFP)Certified Financial Planner ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000319157Postcode3052
Bachelor of Business (Financial Planning)Certified Financial Planner (CFP)Margin Lending & Geared InvestmentsAged Care Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001242061Postcode3052
Bachelor of Business (Economics and Finance)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001299331Postcode3052
Bachelor of AccountingGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001313414Postcode3052
Bachelor of Commerce (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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