ExperienceSince 1985 (41 years)Registration #000239387Postcode3127
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1988 (38 years)Registration #000240632Postcode3127
Diploma of Financial PlanningCertified Financial PlannerMargin Lending & Geared InvestmentsCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1993 (33 years)Registration #001003720Postcode3127
Diploma of Financial AdvisingDiploma of Financial PlanningGraduate Diploma of Applied FinanceCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000318035Postcode3127
Bachelor of ArtsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000241940Postcode3127
DiplomaCertified Financial PlannerDiploma of Financial PlanningSMSF Association Specialist Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #001006857Postcode3127
Certified Financial PlannerDiploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000231631Postcode3127
Bachelor of BusinessCertified Practicing Accountants (CPA) Australia ProgramMargin Lending and Geared InvestmentsRegulatory Guide 146 Assessment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000246161Postcode3127
Bachelor of CommerceCPA ProgramCFPCPA Australia (CPA)
Superannuation
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ExperienceSince 1999 (27 years)Registration #000240637Postcode3127
Bachelor of Business (Accounting)Chartered Accountant (CA)CFP Certification 1-4 Program (Historic Financial Planning Association of Australia Limited)Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000263321Postcode3127
Diploma of Financial PlanningMaster of Commerce (Financial Planning)Certified Financial Planner Certification ProgramSelf Managed Superannuation Fund Certificate
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000249676Postcode3127
Certificate of Superannuation ManagementDiploma of Financial PlanningMargin Lending Advice ATASMSF Advice ATA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000465899Postcode3127
Bachelor of Arts & Bachelor of CommerceDiploma of Financial Planning (DFP 1-8)RG146 928S Margin Lending (928SML)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #000303261Postcode3127
Bachelor of Commerce (Accounting)Diploma of Financial PlanningCertified Financial PlannerFinancial Planning Certificate (UK)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000247955Postcode3127
Certificate IV in Financial Services (Finance/Mortgage Broking)Self Managed Superannuation FundsMaster of BusinessGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001002209Postcode3127
Certified Financial PlannerAdvanced Diploma of Financial PlanningSMSF Specialist AdviserMasters of financial planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000241820Postcode3127
Bachelor DegreeGraduate DiplomaDiplomaEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000228900Postcode3127
Bachelor of Science (Hons)Diploma of Financial PlanningCFP Education ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #001003092Postcode3127
Certicate in Financial MarketsGraduate Diploma in Applied Finance and InvestmentCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001237586Postcode3127
Bachelor of ScienceGraduate Diploma in Industrial Relations and Human Resource ManagementDiploma of Financial PlanningDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000249555Postcode3127
Diploma of Superannuation Management8 Unit Diploma of Financial PlanningSMSF Specialist Advisor (SAA)SMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001002854Postcode3127
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Master of Applied Finance (Financial Planning)Accredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000301211Postcode3127
Bachelor of Commerce (Accounting & Finance)Graduate Diploma of Applied Finance and Investment (Historical SIA/Finsia)Graduate Diploma of Financial Planning (Historical SIA/Finsia)Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000306708Postcode3127
Bachelor of Commerce major in Financial Planning (v1)Self Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice.Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000340853Postcode3127
Bachelor DegreeDiplomaAdvanced DiplomaCFP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001256999Postcode3127
Bachelor of Business (Accountancy)CPA Public Practice ProgramMasters of Applied FinanceRG 146
Self-Managed Super (SMSF)
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ExperienceSince 2007 (19 years)Registration #000466832Postcode3127
Bachelor of Commerce (Fin, FinPlan, Acc)Self Managed Superannuation FundsSuperannuation & Retirement PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001006855Postcode3127
Certificate of Superannuation ManagementCertificate of Business AdministrationSpecialist SMSF AdviserFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000427879Postcode3127
Bachelor of BusinessAssociate Diploma of Business (Accounting)Graduate Diploma Applied FinanceSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2013 (13 years)Registration #000445236Postcode3127
Bachelor of Business (Accountancy)Diploma of Financial Services (Financial Planning)Post Graduate Diploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000406989Postcode3127
Bachelor DegreeDiplomaAdvanced DiplomaCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001006263Postcode3127
Bachelor of CommerceAdvanced Diploma in Financial PlanningEthics and Professionalism in Financial AdviceMargin Lending Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236397Postcode3127
Bachelor of Commerce (Finance and Accounting)Certified Practising Accountant (CPA)Margin LendingAdvising in SMSFs
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001249229Postcode3127
Bachelor of Applied Science (Computer Science)Graduate Diploma of Financial PlanningMAI769Self Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254878Postcode3127
Bachelor of Business and CommerceChartered Accountant ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
Superannuation
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ExperienceSince 2018 (8 years)Registration #001270386Postcode3127
Bachelor of CommerceInvestment Planning 1Risk ManagementSuperannuation and Retirement Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267896Postcode3127
Bachelor of CommerceBachelor of FinanceGrad Dip Chartered AccountantRG146 Superannuation & SMSF
Self-Managed Super (SMSF)
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ExperienceSince 2018 (8 years)Registration #001268720Postcode3127
Diploma of Financial PlanningAccredited Aged Care ProfessionalAdvance Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001273059Postcode3127
Advanced Diploma in Financial PlanningDiploma of Financial PlanningGraduate Diploma in Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001267301Postcode3127
Bachelor of BusinessMaster of Financial Planning
SuperannuationSecurities
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ExperienceSince 2020 (6 years)Registration #001284187Postcode3127
Bachelor of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001270120Postcode3127
Bachelor of Commerce (Major in Finance)Master of Accounting and International FinanceEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001270121Postcode3127
Bachelor of Business(major in Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001316909Postcode3127
Bachelor of Commerce (Financial Planning)Introduction to SMSFs
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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