ExperienceSince 2002 (24 years)Registration #001000327Postcode3152
Bachelor of BusinessRegistered Tax AgentCertified Financial PlannerFellow NTAA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001003284Postcode3152
Bachelor of Commerce in AccountingMargin Lending & Geared InvestmentsAdvanced Diploma of Financial PlanningSelf Managed Superannuation Fund
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000464283Postcode3152
Bachelor of Business Double Major in Finance and EconomicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000334268Postcode3152
Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAccredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000464282Postcode3152
Bachelor of Business (Economics and Finance)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Finance Broker Association of Australia Limited (FBAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001274756Postcode3152
DFP5v1 Tax for Financial AdvisingSelf Managed Super FundsAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311333Postcode3152
Bachelor of Business (Banking & Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2026 (0 years)Registration #001315967Postcode3152
Graduate Diploma of Financial PlanningSMSF Specialists Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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