ExperienceSince 1986 (40 years)Registration #000299519Postcode3205
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1987 (39 years)Registration #000288476Postcode3205
Diploma of Financial PlanningCertified Financial PlannerCompany DirectorsSMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1988 (38 years)Registration #000223512Postcode3205
Australian Certificate of Investment PlanningDiploma of Financial PlanningCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000265105Postcode3205
Diploma of Financial Planning [PS 146]10257793Financial Adviser ExamTax Practitioner Board
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000339217Postcode3205
Bachelor of ArtsAccredited DerivativesAccredited Derivatives Level 2Margin Lending and Geared Investments
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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ExperienceSince 1997 (29 years)Registration #001002252Postcode3205
Bachelor of BusinessGraduate Diploma of Applied Finance
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 1997 (29 years)Registration #001002252Postcode3205
Bachelor of BusinessGraduate Diploma of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000284808Postcode3205
Bachelor of Business (Accounting)Bachelor of BusinessDiploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1998 (28 years)Registration #000268711Postcode3205
Graduate Diploma in Applied Finance and InvestmentMA1769 Ethics for Financial ServicesCPA Australia (CPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000321227Postcode3205
Bachelor of Business (Accounting)CPA Australia (CPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001006045Postcode3205
B.BusinessGradDip Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000300380Postcode3205
Bachelor of Business (Accounting)
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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ExperienceSince 2001 (25 years)Registration #000300380Postcode3205
Bachelor of Business (Accounting)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001006569Postcode3205
Associate Diploma of Business (Accounting)Bachelor of Business (Accountancy)Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000472302Postcode3205
Diploma of Financial MarketsSDIA PS146 Accreditation ProgramAccredited Derivates Adviser Level 1Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000313898Postcode3205
Bachelor of BusinessDiploma of Financial Services (Financial Planning) (FNS50804)
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2003 (23 years)Registration #000238836Postcode3205
Bachelor of EconomicsSpecialist in Financial PlanningAnti Money Laundering/Counter Terrorism FinancingEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #000239989Postcode3205
Diploma of Financial Services (Financial Planning) FNS50804Self-Managed Superannuation FundsMargin Lending & Geared InvestmentsProfessional Certificate in Self-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001234634Postcode3205
Bachelor of CommerceDiploma of Financial PlanningCPAEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000250232Postcode3205
Bachelor of Business (Financial Planning)CFP Certification ProgramSelf Managed Superannuation FundsChartered Financial Analyst Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000323506Postcode3205
Bachelor of CommerceAdvanced Diploma of Financial ServicesCertified Financial PlannerEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000330956Postcode3205
RG146Certificate IV Mortgage BrokeringDiploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF online course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000289705Postcode3205
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCommercial LawTax for Financial Advising
Life Insurance
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ExperienceSince 2009 (17 years)Registration #000289705Postcode3205
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningCommercial LawTax for Financial Advising
SuperannuationLife Insurance
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ExperienceSince 2009 (17 years)Registration #000343640Postcode3205
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Principles in Self Managed Superannuation FundsDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2009 (17 years)Registration #000335407Postcode3205
Advanced Diploma of Financial PlanningMasters of Business and Commerce (finance specialisation)ETHICS FOR FINANCIAL SERVICES (INTENSIVE)Association of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2009 (17 years)Registration #000335407Postcode3205
Advanced Diploma of Financial PlanningMasters of Business and Commerce (finance specialisation)ETHICS FOR FINANCIAL SERVICES (INTENSIVE)Association of Independently Owned Financial Professionals (AIOFP)
Superannuation
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ExperienceSince 2011 (15 years)Registration #000421889Postcode3205
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFellow Charted Financial Practitioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000422726Postcode3205
Bachelor of FinanceFPC001B Economic and Legal Context for Financial PlanningFPC006 Taxation for Financial PlanningSelf Managed Superannuation Fund Adviser
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2011 (15 years)Registration #000422102Postcode3205
Diploma of Financial Services (Financial Planning)Specialist Margin Lending CourseAdvanced Diploma of Financial PlanningFellow Chartered Financial Practitioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001006041Postcode3205
Bachelor of ArtsBachelor of Commerce (Financial Planning)Certified Financial Planning (CFP)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000430831Postcode3205
Bachelor of EconomicsGraduate Diploma in Applied Finance and InvestmentDiploma of Financial Services (Financial Planning)Principles in Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000425529Postcode3205
Diploma of Financial Services (Financial Planning)SMSF Specialist Advisor (SSA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001002354Postcode3205
Bachelor of CommerceDiploma of Financial ServicesAdvanced Diploma of Financial PlanningSelf Managed Superannation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001253809Postcode3205
RG 146 Investments (General Advice)RG 146 Personal AdviceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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ExperienceSince 2014 (12 years)Registration #001241137Postcode3205
MLC101 Business LawDiploma of CommerceDiploma of Financial Services (Financial Planning)Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001241137Postcode3205
MLC101 Business LawDiploma of CommerceDiploma of Financial Services (Financial Planning)Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000461757Postcode3205
Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial Services (SMSF)MAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001233193Postcode3205
Business law BAO1105Bachelor of Business (Banking & Finance)Taxation law and practice BLO2206Advanced Diploma of Financial Planning
SuperannuationLife Insurance
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ExperienceSince 2015 (11 years)Registration #000450169Postcode3205
Diploma of CommerceBachelor of Business (Financial Planning)Certified Financial Planning (CFP)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000470042Postcode3205
Certificate IV in Financial ServicesDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPE020 SMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001237903Postcode3205
Diploma of Business (Accounting)Bachelor of Commerce (Financial Planning)Self Managed Superannuation Fund Adviser (Personal Advice)CFP - Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001249409Postcode3205
Taxation 231Diploma of Financial PlanningBachelor of Business (Financial Planning)Accredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2016 (10 years)Registration #001249074Postcode3205
Bachelor of CommerceDiploma of Financial PlanningInvestment Products 3: Securities, Management Investments, Margin LendingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254897Postcode3205
Bachelor of Commerce ( Major in Accounting)GRADUATE DIPLOMA IN TAXATION LAWACCOUNTANTS ESSENTIAL ADVICEGENERAL INSURANCE & DEPOSIT PRODUCTS
Self-Managed Super (SMSF)
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ExperienceSince 2017 (9 years)Registration #001254285Postcode3205
Bachelor of CommerceAccountants Essential AdviceDeposit Products and Non-Cash Payment FacilitiesGeneral Insurance
Self-Managed Super (SMSF)
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ExperienceSince 2017 (9 years)Registration #001251524Postcode3205
Bachelor of Business AccountingAccountants Essential AdviceDeposit Products and Non-Cash Payment FacilitiesGeneral Insurance ( Tier 2)
Self-Managed Super (SMSF)
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ExperienceSince 2018 (8 years)Registration #001272351Postcode3205
Bachelor of Bussiness & CommerceCAAccountants Financial PlanningInsurance And Risk Protection
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272351Postcode3205
Bachelor of Bussiness & CommerceCAAccountants Financial PlanningInsurance And Risk Protection
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270016Postcode3205
Bachelor of Business (Accounting)Certified Practicing Accountants Australia ProgramCert IV Mortgage BrokingRG146 Self-managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270016Postcode3205
Bachelor of Business (Accounting)Certified Practicing Accountants Australia ProgramCert IV Mortgage BrokingRG146 Self-managed Superannuation Funds
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001262443Postcode3205
Cert 4 Banking ServicesDiploma Financial PlanningSMSFGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001262443Postcode3205
Cert 4 Banking ServicesDiploma Financial PlanningSMSFGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001273189Postcode3205
Master of Practicing AccountingCertified Practicing AccountantDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271414Postcode3205
Bachelor of Applied Science (Mathematics)Bachelor of Applied Finance (Mathematics) Honours Class 2BDiploma of Financial ServicesEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271414Postcode3205
Bachelor of Applied Science (Mathematics)Bachelor of Applied Finance (Mathematics) Honours Class 2BDiploma of Financial ServicesEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001268690Postcode3205
Advanced Diploma of Financial PlanningCommercial law for tax (financial) advisers AETACLTaxation law for tax (financial) advisers AETLFAMargin Lending Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001268690Postcode3205
Advanced Diploma of Financial PlanningCommercial law for tax (financial) advisers AETACLTaxation law for tax (financial) advisers AETLFAMargin Lending Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001300241Postcode3205
Bachelor of Arts (Major Sociology)Bachelor of Commerce (Major Accounting)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310373Postcode3205
Bachelor of Business (Economics and Finance)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001317276Postcode3205
Bachelor of Business (Accountancy)Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001317276Postcode3205
Bachelor of Business (Accountancy)Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313437Postcode3205
Bachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313725Postcode3205
Bachelor of Business (Accountancy)Bachelor of Business (Financial Planning)SMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319514Postcode3205
Bachelor of Business (Economics and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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