ExperienceSince 1996 (30 years)Registration #000247687Postcode3850
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC001B Economic & Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #001001542Postcode3850
Bachelor of CommerceCFP CertificationDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000242822Postcode3850
Bachelor of CommerceDiploma of Financial Planning (DFP 1-8)CFP Certification ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000271766Postcode3850
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001003058Postcode3850
Bachelor of Education8 unit Diploma of Financial Planning5 unit CFP Certification ProgramMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000286577Postcode3850
Bachelor of BusinessDiploma of Financial AdvisingMargin lending and Geared investmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000278349Postcode3850
Bachelor of Business (Financial Planning) with DistinctionCFP CertificationAccredited Aged Care ProfessionalEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001001063Postcode3850
Advanced Diploma Financial Services (Financial Planning)Diploma of Share Trading & InvestmentSMSF Specialist AdviserGraduate Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236413Postcode3850
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Certificate in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001248796Postcode3850
Diploma of Financial PlanningBachelor of CommerceCertified Financial Planner (CFP)Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001250298Postcode3850
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001256297Postcode3850
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269484Postcode3850
Bachelor of Business (Accounting)CPA Certificate of Public PracticeDiploma of Financial PlanningSuperannuation
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2018 (8 years)Registration #001262076Postcode3850
Bachelor of Commerce (Finance)Bachelor of Commerce in Financial Planning with HonoursDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271903Postcode3850
Bachelor of Business & CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001305255Postcode3850
Bachelor of Commence (Economics and Finance)Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001318976Postcode3850
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317677Postcode3850
Bachelor of Business (Management)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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