ExperienceSince 1989 (37 years)Registration #000258246Postcode3141
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1989 (37 years)Registration #000259354Postcode3141
Bachelor of Arts in Combined Studies In Social SciencesAdvanced Financial Planning CertificateGraduate Diploma in Applied Finance and InvestmentSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1990 (36 years)Registration #000246070Postcode3141
Diploma of Financial PlanningGraduate Diploma of Financial PlanningCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1990 (36 years)Registration #000267235Postcode3141
Certified Financial Planner Education ProgramFinancial Planning Association MembershipFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife Investment
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ExperienceSince 1992 (34 years)Registration #000381104Postcode3141
Diploma of Financial PlanningGraduate Certificate of Finance and BankingMaster of Business (Banking & Finance)Ethics For Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000298759Postcode3141
Bachelor of CommerceDFPCFPSMSF Specialist Advisor (SSA) Accreditation
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 1999 (27 years)Registration #000241228Postcode3141
Bachelor of EconomicsGraduate Diploma TaxationGraduate Diploma Advanced Financial PlanningCFP
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 1999 (27 years)Registration #000464364Postcode3141
Certified Financial PlannerGraduate Certificate in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000264934Postcode3141
Bachelor of BusinessDFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2000 (26 years)Registration #001006084Postcode3141
The Count Introductory Training CourseDiploma of Financial AdvisingSMSFAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2003 (23 years)Registration #000244428Postcode3141
Bachelor of BusinessFellow Chartered Financial PractitionerEthics and Professionalism in Financial AdviceExam Standard Certification
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000240626Postcode3141
Bachelor of Business (Financial Planning)Certified Financial PlannerGraduate Diploma of Professional AccountingCertified Practising Accountant Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000245270Postcode3141
Bachelor of Business (Accounting)Certified Financial Planner ProgrammeCPA Australia (CPA)Financial Advice Association of Australia (FAAA)
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #000240634Postcode3141
Bachelor of Business (Financial Planning)Graduate Diploma of Applied Finance & InvestmentCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000290702Postcode3141
Bachelor of Business (Accounting & Marketing)Diploma of Financial ServicesAdvanced Diploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000285354Postcode3141
Bachelor of BusinessSelf Managed Super Fund CourseASX Securities ExemptionAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001006171Postcode3141
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000323742Postcode3141
Certificate IV in Financial ServicesDiploma of Financial ServicesFinancial Services Tier 1 Compliance ProgramSelf-Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000330956Postcode3141
RG146Certificate IV Mortgage BrokeringDiploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF online course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #001008030Postcode3141
DIPLOMA IN FINANCIAL SERVICESADVANCED DIPLOMA OF FINANCIAL PLANNINGAccredited Behavioural Finance ProfessionalChartered Retirement Planning Counsellor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000358677Postcode3141
Bachelor of AccountancyMaster of Business AdministrationAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000405947Postcode3141
Bachelor of CommerceAdvanced Diploma of Financial PlanningResponsible Managers CourseEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000421606Postcode3141
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Principles in Self Managed SuperannuationEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000404962Postcode3141
Bachelor of Business (Accounting)Bachelor of ComputingDiploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000415630Postcode3141
Foundations of Financial PlanningInvestment Planning 1
SecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000267416Postcode3141
Bachelor of EconomicsDiploma of Financial Planning4 unit certified financial planning programCertified Financial Planner Education Program
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2013 (13 years)Registration #000443987Postcode3141
Bachelor of CommerceFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000459855Postcode3141
Certificate IV in Financial ServicesDiploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramSelf-Managed Superannuation Fund
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001238048Postcode3141
Bachelor of BusinessGraduate Diploma of Applied FinanceEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236885Postcode3161
Bachelor of Business (Accounting)Certificate IV Financial Services (Finance and Mortgage Broking)Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001243815Postcode3141
Bachelor of BusinessDiploma of Financial PlanningDiploma of Finance and Mortgage Broking ManagementFPC002B Ethics and Professionalism in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001240244Postcode3141
Bachelor of CommerceCertified Practicing Accountants Australia ProgramMasters of Business AdministrationRegistered Tax Agent
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2017 (9 years)Registration #001259444Postcode3141
Bachelor of BusinessProfessional Year ProgrammeGraduate Diploma of Financial PlanningAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270776Postcode3141
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271202Postcode3141
Bachelor of Commerce (Finance & Economics)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269736Postcode3141
Bachelor of FinanceEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001268807Postcode3141
Diploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial PlanningSMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001268524Postcode3141
Bachelor of Business (Accounting)Graduate Certificate of Financial PlanningAccredited Listed Product Adviser ProgramSMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001266025Postcode3141
Bachelor of Commerce & EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001273044Postcode3141
Bachelor of Business (Accountancy)Certified Practicing AccountantGraduate Diploma in Applied Finance and InvestmentsAccountants Self Managed Superannuation Fund Package
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270368Postcode3141
Bachelor of AccountingBachelor of FinanceEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001285288Postcode3141
Bachelor of accounting/major in financial planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001299520Postcode3141
Graduate Diploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313738Postcode3141
Master of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001312134Postcode3141
Master of FinanceGraduate Diploma in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2025 (1 years)Registration #001310063Postcode3141
Bachelor of EconomicsMaster of Professional AccountingBachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001318863Postcode3141
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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