ExperienceSince 1996 (30 years)Registration #000303995Postcode3003
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000238800Postcode3003
Bachelor of Business (Financial Planning)Margin Lending and Geared InvestmentsALPASelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000236693Postcode3003
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSMSF Specialist Adviser Accreditation Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000414173Postcode3003
Diploma of AccountingAdvanced Diploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000340290Postcode3003
Bachelor of FinanceCertificate IV Financial Services (Finance/Mortgage Broking)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #001009410Postcode3003
Bachelor Of CommerceAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsCertified Financial Adviser Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000420984Postcode3003
Bachelor of BusinessGraduate Diploma of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000437928Postcode3003
Bachelor of Business (Marketing)Graduate Diploma of Applied Finance and InvestmentGraduate Certificate in ManagementDiploma of Financial Planning (8 units)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001007239Postcode3003
Diploma of Financial PlanningBachelor of Business (Accounting)Margin LendingFPC001B Economic & Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2016 (10 years)Registration #001245188Postcode3003
Bachelor of Commerce (Financial Planning & Finance)Certified Financial Planner (CFP) Education ProgramAccredited Listed Product Adviser ProgramEthics and Professionalism in Financial Advice Course (FPC002B)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001253657Postcode3003
Master of FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001253657Postcode3003
Master of FinanceDiploma of Financial PlanningAdvanced Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001270303Postcode3003
Bachelor of BusinessCertificate IV in Finance and Mortgage BrokingDiploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271840Postcode3003
Bachelor of CommerceEthics and Professionalism in Financial AdviceAccredited Listed Product Adviser ProgramSelf Managed Super Funds and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001295001Postcode3003
Graduate Diploma of Financial PlanningFPE020 SMSF Regulation and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001302624Postcode3003
Bachelor of Business (Economics and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001308044Postcode3003
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001308111Postcode3003
Bachelor of Commerce (Corporate Finance)Graduate Diploma of Financial PlanningAccredited Derivatives Adviser Level 1 CourseSpecialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2025 (1 years)Registration #001313043Postcode3003
Bachelor of CommerceDiploma of Financial PlanningDiploma of Finance and Mortgage Broking ManagementGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2025 (1 years)Registration #001306545Postcode3003
Bachelor of Arts (International Studies)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001316460Postcode3003
Bachelor of BusinessMaster of ScienceMaster of AccountingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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