ExperienceSince 1994 (32 years)Registration #000242725Postcode3150
Diploma of Financial PlanningAdvanced Strategies for Self Managed SuperannuationMargin Lending & Geared InvestmentsASX Listed Products Accreditation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000265093Postcode3150
Bachelor of BusinessDiploma of Financial PlanningSelf Managed Superannuation FundsDiploma of Financial Planning (DFP 1
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1998 (28 years)Registration #000235840Postcode3150
Advanced Diploma of Financial Services (Financial Services)Diploma of Financial Services (Financial Planning)Fellow Chartered Financial PractitionerAFA - Fellow Chartered Financial Practioner (FChFP)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1999 (27 years)Registration #000249012Postcode3150
Bachelor of BusinessDiploma of Financial PlanningCertified Financial PlannerGraduate Diploma of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000322839Postcode3150
Bachelor of Commerce (Finance)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000264459Postcode3150
Bachelor of EconomicsHonours Degree of Bachelor of EconomicsDiploma of Financial PlanningCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000285094Postcode3150
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Finance/Mortgage Broking Management)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001002847Postcode3150
Master of Financial PlanningEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001008596Postcode3150
Bachelor of CommerceSelf Managed Superannuation Funds928 Margin LendingAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000424651Postcode3150
MAF307Bachelor of Commerce (Economics, Finance & Financial Planning)FPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001002530Postcode3150
Bachelor of Business (Financial Risk Management)Master of International FinanceCertified Financial PlannerFPE020 SMSF Regulations and Taxation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000464388Postcode3150
Diploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceSecuritiesGovernment DebenturesRSA Products
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ExperienceSince 2014 (12 years)Registration #001004995Postcode3150
Master of Commerce (Professional Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2015 (11 years)Registration #000468400Postcode3150
Diploma of Business (Banking & Finance)Bachelor of Business (Financial Planning)Margin Lending Adviser (Personal Advice)Self Managed Superannuation Fund Advisor (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2015 (11 years)Registration #001235691Postcode3150
Diploma in Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceGraduate Certificate in Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #001267659Postcode3150
Bachelor of LawsMasters of FinanceDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270684Postcode3150
Bachelor of Property and Real Estate (Financial Management)MAI769 Ethics for Financial ServicesFPC008 Investment Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2024 (2 years)Registration #001307823Postcode3150
Diploma of Financial PlanningBachelor of Business (Accountancy)Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311846Postcode3150
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310719Postcode3150
Business Law LST1BSLTaxation ACC3TaxBachelor of AccountingMasters of Financial Analysis
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317511Postcode3150
Bachelor of BusinssGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317509Postcode3150
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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