ExperienceSince 1989 (37 years)Registration #000432243Postcode6021
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsKaplan Higher Education Pty Limited
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1996 (30 years)Registration #000297312Postcode6021
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFellow Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000248684Postcode6021
Diploma of Financial PlanningMargin Lending and Geared InvestmentsFPE016 Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000284218Postcode6021
Bachelor of Business (Finance)Diploma of Financial PlanningCertified Financial PlannerMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000276042Postcode6021
Advanced Diploma of Financial Services (Financial Planning)Bachelor of Business (Finance)Certified Financial StrategistFASEA Financial Adviser Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000269276Postcode6021
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Aged Care ProfessionalFellow Chartered Financial Practioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #001304616Postcode6021
Diploma of Financial Services (Financial Planning)Graduate Diploma of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000236520Postcode6021
Bachelor of CommerceHonors in Accounting ScienceChartered AccountantDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #001242408Postcode6021
Bachelor of Commerce (Economics & Marketing)Foundation DFPRG146 Core Diploma SkillsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2005 (21 years)Registration #000277920Postcode6021
Advanced Diploma of Financial Services (Financial Planning)Fellow Chartered Financial PractitionerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2005 (21 years)Registration #000287319Postcode6021
Margin Lending & Geared InvestmentsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000323903Postcode6021
Bsc (Hons) in Business studies specializing in Economics and MarketingInvestment Management CertificateDiploma of Financial ServicesSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2006 (20 years)Registration #000300875Postcode6021
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Fund Adviser (Personal Advice)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000363324Postcode6021
Diploma of Financial Services (Financial Planning)Ethics & Professionalism in Financial AdviceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001004922Postcode6021
The Securities and Derivatives Industry Association (SDIA) Accreditation ProgramDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269063Postcode6021
Diploma of Financial Planning FNS50615Advanced Diploma of Financial Planning FNS60415FPC002B Ethics and Professionalism in Financial Advice.Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001262280Postcode6021
Bach. of Marketing and Public RelationsDiploma of Financial PlanningSelf Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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