ExperienceSince 1996 (30 years)Registration #000263204Postcode3585
Bachelor of Business (Accounting)Financial Planning CertificateCertified Financial PlannerSelf Managed Superannuation Fund accreditation
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #000243177Postcode3585
Diploma of Financial PlanningSMSF Specialist Advisor ProgramDiploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #000416826Postcode3585
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation fundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000424874Postcode3585
Margin LendingAdvanced Diploma of Financial PlanningSMSF Specialist AdvisorFellow Chartered Financial Practitioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000437117Postcode3585
Bachelor of Business (Financial Planning)Diploma of Financial Services (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001233895Postcode3585
Bachelor of Commerce (Applied Economics & Finance)Diploma Margin LendingDiploma of Financial PlanningTASA and the TPB Code of Professional Conduct
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2014 (12 years)Registration #000457177Postcode3585
Bachelor of Business (Accounting)Diploma of Financial PlanningCertified Financial Planner (CFP)Ethics & Professionalism in Financial Advice
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001255889Postcode3585
Bachelor of Business (Accounting)SMSF Specialist AdvisorDiploma of Financial PlanningTier 1 Margin Lending- Personal Advice
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001272610Postcode3585
Bachelor of Business (Information Systems)Bachelor of BusinessGraduate Diploma of Chartered Accounting (GradDipCA)Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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