ExperienceSince 1985 (41 years)Registration #000260116Postcode6330
Diploma of Financial PlanningCertified Financial PlannerTASA and the TPB Code of Professional ConductEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1989 (37 years)Registration #000260136Postcode6330
Certified Financial PlannerProfessional Diploma in StockbrokingGraduate Diploma in Financial PlanningEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1995 (31 years)Registration #000260130Postcode6330
Bachelor of BusinessDiploma of Financial Planning (partial completion)Margin LendingProfessional Diploma in Stockbroking
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #001000161Postcode6330
Diploma Financial PlanningSelf Managed Superannuation FundsCertificate IV in Financial Services (Bookkeeping)Diploma of Accounting
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #001006406Postcode6330
Diploma of Financial Services (Financial Planning)ASIC PS146 Compliance (Securities and Managed Investments)Margin LendingProfessional Diploma in Stockbroking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000250938Postcode6330
Diploma of Financial ServicesAdvanced Diploma of Financial PlanningGRADUATE DIPLOMA OF FINANCIAL PLANNING
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001001004Postcode6330
Advanced Diploma of Financial Services (Financial Planning)Economic and Legal Context for Financial PlanningEthics and Professionalism in Financial AdviceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2010 (16 years)Registration #001006258Postcode6330
Advanced Diploma of Financial PlanningEthics and Professionalism in Financial AdviceEconomic and Legal Context for Financial PlanningRelevant Provider Exam
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000387921Postcode6330
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000448082Postcode6330
Bachelor of Commerce Financial PlanningMargin Lending Accreditation ProgramProfessional Diploma in StockbrokingCertificate of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269712Postcode6330
Diploma of Financial PlanningGraduate Certificate in Financial PlanningGraduate Certificate In Self Managed Super FundsSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001289316Postcode6330
Bachelor of Commerce (Finance & Management)Graduate Diploma of Financial PlanningSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001294790Postcode6330
Bachelor of Commerce major in Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceAccredited Listed Product Adviser ProgramFPE016 Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001301442Postcode6330
Bachelor of Commerce (Finance and Financial Planning)Core 1National Financial Adviser Exam
SuperannuationSecuritiesGovernment Debentures
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Registration #001317037Postcode6330
Bachelor of Commerce (Finance and Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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