ExperienceSince 1991 (35 years)Registration #000239914Postcode3690
Certificate of Business StudiesDiploma of Financial PlanningCertified Financial PlannerEthics for Professional Advisers bridging unit
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1993 (33 years)Registration #000263199Postcode3690
Bachelor of EconomicsGraduate Diploma of Applied Finance and InvestmentFPC002B Ethics and Professionalism in Financial AdviceChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000275056Postcode3690
Certified Financial Planner (CFP)Diploma of Financial PlanningMargin Lending and Geared InvestmentsSMSF
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000232672Postcode3690
Certified Financial PlannerDiploma of Financial Planning ( DFP 1-8)Self Managed Superannuation FundsMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #000336407Postcode3690
Bachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)CPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000279277Postcode3690
Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001003011Postcode3690
Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Ethics & Professionalism in Financial AdviceSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000266783Postcode3690
Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000286222Postcode3690
Bachelor of Business (Enterprise Development)Advanced Diploma of Financial Services (Financial Planning)Ethics for Professional Advisers bridging unitFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000285273Postcode3690
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)ASX Listed Products Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000338445Postcode3690
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning) (Qualification)ASX Listed Products Accreditation (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000288523Postcode3690
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)ASX Listed Products Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000299063Postcode3690
Margin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningFellow Chartered Financial Practitioner (FChFP)ASX Listed Products Accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #001003318Postcode3690
Bachelor of CommerceDiploma of Financial PlanningSelf Managed Superannuation FundsAdvanced Diploma of Financial Services
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2008 (18 years)Registration #000319972Postcode3690
Bachelor of Behavioural ScienceGraduate Certificate of Business in ManagementCertificate III in Business (Accounting)Advanced Diploma Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000317400Postcode3690
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Stockbrokers and Investment Advisers Association (SIAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2011 (15 years)Registration #000415534Postcode3690
Diploma of Financial Services (Superannuation)Certificate IV in Financial Services (Superannuation)Diploma of Financial Services (Financial Planning)LAW110 Business Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001004014Postcode3690
Bachelor of Business (Management)Taxation Law (Principles)Economic and Legal Context for Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000465250Postcode3690
Diploma of Financial Services (Finance/Mortgage Broking Management)Diploma of Financial PlanningAccredited Listed Product Adviser ProgramTASA and the TPB Code of Professional Conduct Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001235364Postcode3690
Bachelor of Accounting / FinanceAdvanced Diploma of Financial PlanningEthics & Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001257241Postcode3690
Diploma of Financial Planning (DFP1-3)Securities and Managed Investments Program (DFP4)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #000282563Postcode3690
Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Registration #001316383Postcode3690
Bachelor of Arts in International StudiesBachelor of Commerce (Financial Planning major)Graduate Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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