ExperienceSince 1981 (45 years)Registration #000231076Postcode3072
8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)Self Managed Super FundsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1990 (36 years)Registration #000260408Postcode3072
Diploma of Financial PlanningSelf Managed Super Fund CourseASX SecuritiesMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000417058Postcode3072
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1999 (27 years)Registration #000443519Postcode3072
Advanced Diploma of Financial ServicesDiploma of Financial ServicesCertified Financial Planner (CFP)Self Managed Superannuation Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000314031Postcode3072
Bachelor of BusinessAdvance Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001000885Postcode3072
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000286086Postcode3072
Bachelor of BusinessCertified Financial PlannerDiploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #000456875Postcode3072
Bachelor of BusinessBachelor of Business (Accounting)Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001003909Postcode3072
Graduate Diploma of Applied Finance (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000454568Postcode3072
Bachelor of CommerceGraduate Diploma (ICAA)Graduate Diploma of Financial PlanningFPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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