ExperienceSince 1996 (30 years)Registration #000242700Postcode3228
Diploma of Financial Planning (1-8)Accredited Aged Care Professional ProgramIntroduction to Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000247953Postcode3228
Advanced Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Margin Lending and Geared InvestmentsDiploma of Financial Services (Finance/Mortgage Broking Management)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000264231Postcode3228
Bachelor of Arts in EducationBachelor of Commerce8 unit Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000265091Postcode3228
Bachelor Business Financial PlanningCertified Financial PlannerSelf-Managed Super Fund Specialist AdvisorListed Product Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000307561Postcode3228
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Super FundsMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001001264Postcode3228
Bachelor of FinanceDiploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2007 (19 years)Registration #001003868Postcode3228
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFPE011 Debt Strategies
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #001270179Postcode3228
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Bachelor of CommerceEthics and Professionalism in Financial Advice (FPC002B)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000345047Postcode3228
Bachelor Commerce Finance & Financial PlanningAccredited Listed Product Adviser ProgramSMSF Specialist AdvisorCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000444357Postcode3228
Bachelor of Business (Applied Economics)DPML Margin LendingDiploma of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271552Postcode3228
Diploma of Financial Planning FNS50611Advanced Diploma of Financial Planning FNS60415Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001265090Postcode3228
Bachelor of Commerce (Finance, Accounting & Financial Planning)Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife Investment
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ExperienceSince 2022 (4 years)Registration #001295252Postcode3228
Bachelor of Commerce (Financial Planning and Accounting)FPE020 SMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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