ExperienceSince 1981 (45 years)Registration #000341883Postcode3006
Bachelor of Business (Accounting)Certificate IV in Financial Services (Finance/Mortgage Broking)Margin Lending and Geared InvestmentsDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1984 (42 years)Registration #000240937Postcode3006
Bachelor of Business (Accounting)Certified Practicing Accountant (CPA)Certified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1987 (39 years)Registration #000235994Postcode3006
Certified Financial PlannerDiploma of Financial PlanningMargin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1992 (34 years)Registration #000277697Postcode3006
Bachelor of Commerce (Applied Finance) (Honours)SDIA Accreditation ProgramProfessional Diploma in StockbrokingEthics and Professional Relationships
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 1993 (33 years)Registration #000247580Postcode3006
Diploma of Financial PlanningCertified Financial PlannerTier 1 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #001001295Postcode3006
Bachelor Business AccountingBachelor Business AccountingBachelor Business Retail ManagementCPA Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000303245Postcode3006
Bachelor's degreeAdvance Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000333681Postcode3006
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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ExperienceSince 1996 (30 years)Registration #000333681Postcode3006
Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationSecuritiesDerivativesGovernment DebenturesRSA Products
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ExperienceSince 1998 (28 years)Registration #000469052Postcode3006
Bachelor of Arts (Honours) (Political Science)Bachelor of Laws (Honours)Certified Financial PlannerDiploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000247398Postcode3006
Diploma in Business ManagementCFP-Certified Financial PlannerDiploma of Financial PlanningSMSF Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000247398Postcode3006
Diploma in Business ManagementCFP-Certified Financial PlannerDiploma of Financial PlanningSMSF Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000252531Postcode3006
Advanced Diploma Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1999 (27 years)Registration #001001634Postcode3006
Bachelor of Commerce (Accounting)Certified Practicing Accountant (CPA)Financial Planning Specialist (FPS)Certified Financial Planner (CFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2000 (26 years)Registration #000250345Postcode3006
Diploma of Financial PlanningCFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000472438Postcode3006
Bachelor of Commerce (Honours)Graduate Diploma of Applied Finance & InvestmentEthics and Professional Relationships
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000245234Postcode3006
Bachelor of Business (Tourism)Diploma of Financial Planning (Dip FP)Certified Financial Planner (CFP)Certificate
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000250732Postcode3006
DFPADFPCFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000257666Postcode3006
Master of BusinessFinancial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000277561Postcode3006
Graduate Diploma (ICAA)Diploma of Financial Services (Financial Planning)Professional Diploma in StockbrokingFPE011 Debt Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #001001786Postcode3006
Bachelor of Business (Management)Diploma of Financial Planning (DFP)Certified Financial Planner (CFP)Graduate Diploma of Applied Finance and Investments (GAppFin)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2006 (20 years)Registration #000312219Postcode3006
Bachelor of Business (Accounting)Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)5 Unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2006 (20 years)Registration #000312219Postcode3006
Bachelor of Business (Accounting)Diploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)5 Unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2006 (20 years)Registration #001245909Postcode3006
Diploma of Financial PlanningDiploma of Financial PlanningSecurities and Managed InvestmentsSecurities and Managed Investments
Self-Managed Super (SMSF)
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ExperienceSince 2007 (19 years)Registration #000325421Postcode3006
Diploma of Financial Services (Financial Planning)Specialist SMSF CourseAccredited Listed Product Adviser ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000327234Postcode3006
Bachelor of Business B&FGraduate Diploma in Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2008 (18 years)Registration #000329862Postcode3006
CPA ProgramDiploma of Financial Services (Financial Planning)CPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000387038Postcode3006
Bachelor of Business Marketing MajorDiploma of Financial PlanningSelf Managed Super FundGraduate Diploma of Financial Planning (GDFP19)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #000387038Postcode3006
Bachelor of Business Marketing MajorDiploma of Financial PlanningSelf Managed Super FundGraduate Diploma of Financial Planning (GDFP19)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #000429359Postcode3006
Bachelor of Science in NanoscienceMaster of Business in FinanceDiploma of Financial PlanningDiploma in Stockbroking
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #001235523Postcode3006
Bachelor of Commerce (Financial Planning, Finance & Accounting)Certified Practicing Accountant (CPA)Certified Financial Planner (CFP)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001233071Postcode3006
Bachelor of ComerceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningEthics & Professionalism in Financial planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001252694Postcode3006
Bachelor of CommerceGraduate Diploma ICAAGraduate Diploma ICAACA SMSF Specialist
Self-Managed Super (SMSF)
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ExperienceSince 2017 (9 years)Registration #001257211Postcode3006
Diploma Financial ServicesBachelor of Business (Banking and Finance)Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001253244Postcode3006
Bachelor of CommerceDiploma of Financial PlanningEconomic & Legal Context for FPEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251328Postcode3006
Bachelor of Economics & AccountingMasters of Financial ManagementAdvanced Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251328Postcode3006
Bachelor of Economics & AccountingMasters of Financial ManagementAdvanced Diploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001272844Postcode3006
Certificate IV in Banking ServicesDiploma of Financial PlanningBachelor of Business (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001268937Postcode3006
Bachelor of Commerce (Finance & Economics)Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001263612Postcode3006
Bachelor of CommerceDiploma of Financial PlanningCFPMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001263612Postcode3006
Bachelor of CommerceDiploma of Financial PlanningCFPMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001269055Postcode3006
Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #001269055Postcode3006
Bachelor of BusinessDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #001272723Postcode3006
Bachelor of CommerceRG146 Accountants Essential AdviceSMSF Core CourseChartered Accountants Australia New Zealand (Grad Dip of Chartered Accounting)
Self-Managed Super (SMSF)
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ExperienceSince 2022 (4 years)Registration #001285541Postcode3006
Certificate IV in Financial Services (Accounting)Bachelor of BusinessGraduate Diploma of Financial PlanningCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001300368Postcode3006
Bachelor Commerce Majoring in Commercial Law and Financial PlanningEthics & Professionalism in Financial planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001303180Postcode3006
Master of Professional Accounting (Business Management)Chartered AccountantGraduate Diploma of Financial PlanningSMSF Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2025 (1 years)Registration #001309338Postcode3006
BACHELOR OF COMMERCEEthics & Professionalism in Financial planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001310482Postcode3006
Bachelor Of Commerce (Financial and Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317703Postcode3006
Bachelor of Commerce majoring in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001312976Postcode3006
Bachelor of BusinessCore 1: Securities & Managed Investments Accreditation ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001285544Postcode3006
Bachelor of AccountingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319552Postcode3006
Bachelor of Business (Economics & Finance)Ethics & Professionalism in Financial AdviceGraduate Diploma of Financial Planning
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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