ExperienceSince 1988 (38 years)Registration #000299168Postcode3844
Bachelor of EconomicsDiploma of Financial PlanningDiploma of Financial Services (Financial Planning)Margin Lending
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1990 (36 years)Registration #000249191Postcode3844
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1992 (34 years)Registration #000226944Postcode3844
Associate Diploma of Business (Accounting)Certified Financial PlannerDiploma of Financial PlanningSMSF Specialist Advisor Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000345068Postcode3844
Certified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Super FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000244855Postcode3844
Bachelor of Business (Economics/Marketing)Graduate Diploma in Financial PlanningSelf Managed Superannuation Funds (SMSF)ASX Accredited Listed Product Adviser (ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000230468Postcode3844
Bachelor of BusinessCertified Practising AccountantSMSF Specialist AdvisorCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000279238Postcode3844
Bachelor of BusinessDPML Margin LendingCertified Practising AccountantPS 146 Knowledge Assessment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000316055Postcode3844
Bachelor of BusinessDiploma Financial PlanningCFPCertified Financial Planner - FPA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001003452Postcode3844
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)Fellow Chartered Financial Practitioner course
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2007 (19 years)Registration #001252932Postcode3844
Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Graduate Certificate in Applied FinanceGraduate Certificate in Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000318836Postcode3844
Diploma of Financial Services (Financial Planning)Bachelor of Business and CommerceDPML Margin LendingMasters of Commerce
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000434806Postcode3844
Bachelor of Commerce (Financial Planning)Diploma of Financial PlanningMaster of Financial PlanningEthics for Financial Services MAI769
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001004863Postcode3844
Bachelor of AccountingBachelor of Financial PlanningCL66 Master of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001255703Postcode3844
Bachelor of Commerce (Financial Planning)Certificate IV in Finance and Mortgage BrokingSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001237391Postcode3844
Certificate IV Finance & Mortgage BrokingDiploma of Financial PlanningEconomic and Legal Context for Financial Planning FPC0001BFPC006 Taxation for Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2017 (9 years)Registration #001253146Postcode3844
Bachelor of BusinessCA SMSF Specialist Accreditation CourseFNS10Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceRSA Products
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ExperienceSince 2017 (9 years)Registration #001258538Postcode3844
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001259770Postcode3844
Diploma of Financial PlanningBachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001263665Postcode3844
Bachelor of BusinessDiploma of Finaial PllaningTax for Financial AdvisingAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271515Postcode3844
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269628Postcode3844
Diploma of Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001298777Postcode3844
Bachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001307452Postcode3844
Bachelor of AccountingEthics and professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001318175Postcode3844
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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