ExperienceSince 1987 (39 years)Registration #000224788Postcode3630
Bachelor of CommerceDiploma of Financial PlanningSelf Managed Superannuation FundsMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1993 (33 years)Registration #000231440Postcode3630
Bachelor of CommerceGraduate Diploma in Applied Finance and InvestmentMaster of AccountancyCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000243208Postcode3630
Certified Financial PlannerDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000384001Postcode3630
Bachelor of Business (Financial Planning)Diploma of Financial Planning (DFP 1-8)Certified Financial Planner (CFP)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000260769Postcode3630
Bachelor of BusinessDiploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000249172Postcode3630
Diploma of Financial PlanningSelf Managed Super FundsMaster of Financial PlanningMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000226942Postcode3630
Bachelor of BusinessDiploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Fund
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1999 (27 years)Registration #000231036Postcode3630
Certified Financial Planner (CFP)CPA Australia (CPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000312997Postcode3630
Graduate Certificate in ManagementMargin Lending & Geared InvestmentsSMSF Specialist AdvisorASX Accredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001003991Postcode3630
Diploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000278009Postcode3630
Bachelor of Business (Financial Planning)Certified Financial PlannerSuperConcepts & ICFS Specialist SMSFFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2003 (23 years)Registration #000243210Postcode3630
Diploma Financial Services (Financial Planning)Self Managed Super FundsAdvanced Diploma Financial Services (Financial Planning)Certified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000277161Postcode3630
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)Tax Practitioners Board
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #000260768Postcode3630
Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation FundEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000268360Postcode3630
Bachelor of Commerce (Honors)Graduate Certifcate in Financial PlanningCPA Australia (CPA)Chartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001003691Postcode3630
Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner (CFP)Graduate Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000291888Postcode3630
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000469825Postcode3630
Diploma of Financial PlanningAdvanced Diploma of Financial ServicesAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000314032Postcode3630
Diploma of Financial AdvisingAccredited Listed Product Adviser ProgramSelf Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001001527Postcode3630
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2007 (19 years)Registration #001002839Postcode3630
Bachelor of CommerceMaster of CommerceSMSF KnowledgeFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000407414Postcode3630
Advanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramSelf Managed Superannuation Fund Adviser (Personal Advice)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001002568Postcode3630
Bachelor of Applied Science (Podiatry)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial Planner Certification
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000473460Postcode3630
Diploma of Financial PlanningMargin LendingSelf Managed Superannuation FundsAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251805Postcode3630
Bachelor of Business (Accounting)Certified Financial PlannerFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001270940Postcode3630
Advanced Diploma of Financial PlanningDiploma of Financial PlanningBachelor of Business (Accounting)Graduate Diploma of Chartered Accounting
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001268705Postcode3630
Graduate Diploma of Financial PlanningAccredited Aged Care ProfessionalAccredited Listed Product Adviser ProgramSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001302433Postcode3630
Bachelor of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001303039Postcode3630
Bachelor of Business Human Resource Management / Business Advertising & DesignDiploma of Finance, Mortgage Broking ManagementEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001304820Postcode3630
Bachelor of Commerce, Majoring in Finance ManagementMaser of Financial PlanningSMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313754Postcode3630
Bachelor of Business AccountingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001312250Postcode3630
Bachelor of Business (Financial Planning)CFP CertificationMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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