ExperienceSince 1992 (34 years)Registration #000235752Postcode3121
Advanced Diploma of Financial PlanningSMSF Specialist AdvisorFinancial Planner AFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1992 (34 years)Registration #000296673Postcode3121
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerCPA Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000243343Postcode3121
Diploma of Financial PlanningEthics and ProfessionalismFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1999 (27 years)Registration #001267219Postcode3121
Certificate in Financial MarketsDiploma of Financial PlanningCertified Financial Planner (CFP)FINSIA
SuperannuationSecuritiesRSA Products
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ExperienceSince 2000 (26 years)Registration #000263548Postcode3121
Graduate Diploma in Financial PlanningSelf Managed Superannuation FundsCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000331654Postcode3121
Bachelor of Business (Accounting)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000311277Postcode3121
Bachelor of ArtsGraduate Diploma Business ManagementDiploma of Financial AdvisingDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001001704Postcode3121
Bachelor of Laws / FinanceAdvanced Diploma of Financial PlanningASFA SMSFCertified financial planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000242283Postcode3121
Certified Financial PlannerMaster of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001001046Postcode3121
Diploma of Financial MarketsGraduate Diploma of Financial PlanningCertified Financial PlannerAccredited Estate Planning Strategist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000456169Postcode3121
Bachelor of Commerce (Accounting and Financial Planning)Margin Lending & Geared InvestmentsDiploma of Financial Services (Financial Planning)Self Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001002282Postcode3121
Bachelor of Commerce and EconomicsGraduate Certificate in Financial PlanningRG 146 Accreditation Generic and Specialist Knowledge in Securities and Managed InvestmentsRG 146 Accreditation – Generic and Specialist Knowledge in Securities and Managed Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000342018Postcode3121
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2008 (18 years)Registration #000342018Postcode3121
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000328512Postcode3121
Bachelor of SurveyingBachelor of SurveyingGraduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001001623Postcode3121
Bachelor of CommerceAdvanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001002927Postcode3121
Bachelor of FinanceSpecialist Knowledge- SecuritiesRecord and Implement client instructions
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000412171Postcode3121
Diploma of Financial PlanningDiploma Mortgage Broking ManagementFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000405698Postcode3121
Diploma of Business (Banking & Finance)Bachelor of Business (Financial Risk Management)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000438928Postcode3121
Bachelor of Applied ScienceGraduate Diploma of Financial PlanningRG146 Margin Lending & Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000441309Postcode3121
Diploma of Financial PlanningDFP5v1 Tax for Financial AdvisingTASACLv1 Commercial LawGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000455927Postcode3121
Bachelor of Business (Economics and Finance)Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001234016Postcode3121
Bachelor of EconomicsMasters of Financial PlanningAssessment and Workplace TrainingDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001008272Postcode3121
Master of Management (Enterprise Management)Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001008410Postcode3121
Diploma of Financial Services (Financial Planning)SMSF CourseCertificate IV in Finance and Mortgage BrokingAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001237004Postcode3121
Bachelor of Business (Economics and Finance) (Applied)Diploma of Financial Planning FNS50611Advanced Diploma of Financial Planning FNS60415DFP5v5 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2015 (11 years)Registration #001235710Postcode3121
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSMSFGraduate Certificate in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #000448544Postcode3121
Bachelor of Economics (Major in Accounting)Professional Year ProgrammeMaster of TaxationChartered Tax Adviser (CTA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272698Postcode3121
Bachelor of ScienceDiploma of Financial PlanningGraduate Diploma in Financial Planning
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2022 (4 years)Registration #001289366Postcode3121
Bachelor of ScienceMaster of ManagementGraduate Diploma of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001296115Postcode3121
Bachelor of CommerceGraduate Diploma of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001302643Postcode3121
Graduate Diploma of Financial Planning
SecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001304975Postcode3121
Bachelor of Business (Economics and Finance) (Applied)Graduate Diploma of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2025 (1 years)Registration #001310734Postcode3121
MBA Masters of Business Administration (Accounting)Ethics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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