ExperienceSince 1988 (38 years)Registration #000248133Postcode3280
Diploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1995 (31 years)Registration #000232193Postcode3280
Bachelor of BusinessCertified Financial PlannerDiploma of Financial PlanningGraduate Diploma of Applied Finance
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1997 (29 years)Registration #001000561Postcode3280
Superannuation ManagementCertified Financial PlannerDiploma of Financial PlanningFoundation Tax Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #001000561Postcode3280
Superannuation ManagementCertified Financial PlannerDiploma of Financial PlanningFoundation Tax Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000249792Postcode3280
Bachelor of Business (Accounting)8 unit Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1999 (27 years)Registration #000231937Postcode3280
Bachelor of BusinessGraduate Diploma in AccountingSelf Managed Superannuation FundsCert IV in Financial Services (Finance/mortgage broking)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000249746Postcode3280
Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000265113Postcode3280
Bachelor of Commerce8 unit Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramSMSF Specialist Advisor Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000235928Postcode3280
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSMSFAccredited Listed Product Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000231053Postcode3280
Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2002 (24 years)Registration #001002589Postcode3280
Diploma of Financial Planning (DFP 1-8)RG146 Margin LendingCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001001217Postcode3280
Diploma of Financial ServicesCertified Financial StrategistAssociation of Independently Owned Financial Professionals (AIOFP)
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000270925Postcode3280
Bachelor of Commerce (Economics, Management)Graduate Certificate of Financial PlanningAdvanced Diploma of Financial PlanningFellow Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000249804Postcode3280
Certified Financial PlannerDiploma Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife Insurance
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ExperienceSince 2005 (21 years)Registration #001003866Postcode3280
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)SMSF Core CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000343890Postcode3280
Bachelor of Commerce (Accounting and Finance)Diploma of Financial Services (Financial Planning)5 unit CFP Certification ProgramMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000328701Postcode3280
Bachelor of BusinessAdvanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2005 (21 years)Registration #001004816Postcode3280
Bachelor of Commerce majoring in Accounting and Financial PlanningCertified Financial PlannerSelf Managed Superannuation FundsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001004804Postcode3280
Bachelor of CommerceAdvanced Diploma of Financial PlanningMargin LendingFellow Chartered Financial Practitioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000319345Postcode3280
Advanced Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #001003133Postcode3280
Bachelor of Commerce (Economics & Finance)ADA Level 1Graduate Diploma of Applied FinanceMargin Lending Accreditation
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001001219Postcode3280
Bachelor of Business Financial Planningmaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000332964Postcode3280
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsASX Listed Product Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2009 (17 years)Registration #000340814Postcode3280
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsASX Listed Product Accreditation Course (LPAC)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #000344189Postcode3280
Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsAccredited Listed Product Adviser ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001266604Postcode3280
Bachelor of CommerceAccredited Listed Product Adviser ProgramSMSF Specialist Advisor (SSA)SMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001002626Postcode3280
Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma of Financial Services (Financial Planning) FNS 60404Master of Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000426333Postcode3280
Bachelor of Commerce (Financial Planning)Accredited Listed Product Adviser (ASX ALPA) ProgramFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2014 (12 years)Registration #000468321Postcode3280
Bachelor of CommerceCPASMSF Specialist AdvisorCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000468944Postcode3280
Bachelor of Commerce (Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceCFP - Certified Financial Planner (FPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001007869Postcode3280
Bachelor of Commerce (Accounting & Finance)Ethics and Professionalism in Financial AdviceAccredited Listed Product Adviser (ALPA)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001249651Postcode3280
Bachelor of Science in Business (Management)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001256075Postcode3280
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial PlanningMaster of Business Administration5 unit CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001252810Postcode3280
Bachelor of CommerceChartered AccountantRG 146 Financial PlanningFPC002B
Superannuation
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ExperienceSince 2018 (8 years)Registration #001264082Postcode3280
Bachelor of Commerce (Accounting and Financial Planning)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001266138Postcode3280
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001269079Postcode3280
Bachelor of Commerce (Financial Planning)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2022 (4 years)Registration #001294409Postcode3280
Bachelor of Commerce (Accounting and Financial Planning)FPE020 SMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2022 (4 years)Registration #001298808Postcode3280
Diploma of BusinessBachelor of BusinessMaster of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #000274036Postcode3280
Bachelor of Commerce (Accounting & Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2025 (1 years)Registration #001310426Postcode3280
FPE020 SMSF Regulation and TaxationMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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