ExperienceSince 1969 (57 years)Registration #000273028Postcode3207
Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1984 (42 years)Registration #000229966Postcode3207
Official training program of the Australian Investment Planners associationCertificate IV in Financial Planning, (Financial Planning, Risk Insurance & Superannuation)Listed Product Accreditation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1984 (42 years)Registration #000274407Postcode3207
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSuper Concepts & ICFS Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1990 (36 years)Registration #000256596Postcode3207
Dip Financial PlanningMargin Lending & Geared InvestmentsDiploma of Finance & Mortgage Broking ManagementEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #001238674Postcode3207
CFPDiploma Financial PlanningADA 1 and 2Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000248461Postcode3207
Diploma of Financial ServicesSelf Managed Superannuation Funds Adviser CourseBachelor of BusinessCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2007 (19 years)Registration #000324097Postcode3207
Diploma Financial Services (Financial Planning)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000324144Postcode3207
Bachelor of Business and CommerceDiploma of Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000336272Postcode3207
Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001008741Postcode3207
Advance Diploma Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001238579Postcode3207
Graduate Diploma of Financial PlanningSelf Managed Super FundsMaster of Applied FinanceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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