ExperienceSince 1986 (40 years)Registration #000278967Postcode3134
Certificate of Business StudiesDiploma of Financial PlanningDiploma of Banking & FinanceDiploma of Financial Services
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1998 (28 years)Registration #000226546Postcode3134
Bachelor of Business (Accounting)Graduate Diploma of Applied Finance and Investments (Investment Analysis)Graduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000264953Postcode3134
Diploma of Financial PlanningDiploma of Financial PlanningSelf Managed Superannuation FundsTier 1 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000226533Postcode3134
FPA: DFP 1-4Diploma of Financial PlanningAccredited Listed Product Adviser Program (ALPA)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #001008780Postcode3134
Certified Financial PlannerDiploma of Financial PlanningMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000292419Postcode3134
Bachelor of EconomicsAdvanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001003834Postcode3134
Business Law MLC101Diploma of Financial Services (Financial Planning)Principles of Income Tax Law MLC301Bachelor of Commerce (Finance)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000291578Postcode3134
Bachelor of CommerceChartered AccountantDiploma of Financial PlanningAXA FAN SMSF Accreditation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001240311Postcode3134
Bachelor of Commerce (Accounting & Finance)Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000317240Postcode3134
Bachelor of BusinessDiploma of Financial Planning FNS50804Advanced Diploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000318826Postcode3134
Bachelor of ArtsBachelor of Teaching (Primary)RG146Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000315293Postcode3134
Diploma of Financial PlanningSelf Managed Superannuation FundsComprehensive Estate Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001003457Postcode3134
Advanced Diploma of Financial PlanningMargin Lending and Geared InvestmentsCavendish & ICFS Specialist SMSF CourseEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001004834Postcode3134
Bachelor of ArtsBachelor of CommerceDiploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2015 (11 years)Registration #001237796Postcode3134
Diploma of Financial PlanningDiploma of Financial PlanningTier 1 Margin LendingSelf Managed Superannuation Fund Adviser(Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001247873Postcode3134
Bachelor of CommerceGraduateDiploma of Financial PlanningMargin LendingSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001261867Postcode3134
Diploma In Financial PlanningMaster of Applied FinanceEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272461Postcode3134
Master of AccountingCPA ProgramDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001296059Postcode3134
Bachelor of CommerceGrad Dip CAMaster of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311479Postcode3134
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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