ExperienceSince 1992 (34 years)Registration #000235747Postcode6152
Bachelor of Commerce (Financial Accounting & Audit)Bachelor of Law (General)Master of CommerceGraduate Diploma of Business Studies (Personal Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1992 (34 years)Registration #000235747Postcode6152
Bachelor of Commerce (Financial Accounting & Audit)Bachelor of Law (General)Master of CommerceGraduate Diploma of Business Studies (Personal Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000289993Postcode5152
Commercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1997 (29 years)Registration #000236928Postcode6152
Bachelor of ScienceGraduate Diploma in Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #001002812Postcode6152
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA) - Certified Financial Planner
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1999 (27 years)Registration #000281175Postcode6152
Diploma of Financial PlanningCertified Financial PlannerSMSF Adviser Education ProgramMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000319009Postcode6152
Diploma of Financial Services (Financial Planning)Margin LendingAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001005091Postcode6152
Certified Financial PlannerDiploma of Financial PlanningAustralian Institute of Company DirectorsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001006726Postcode6152
Diploma of Financial MarketsDiploma of Financial PlanningCertified Financial PlannerSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000238821Postcode6152
Taxation and Strategies for Financial PlanningGraduate Diploma in Financial PlanningCommercial LawTASA and the TPB Code of Professional Conduct
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000287426Postcode6152
Bachelor of Business Double Major in Accounting FinanceDiploma of Financial ServicesSelf Managed Superannuation Funds (SMSF) Adviser AccreditationCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000270319Postcode6152
Bachelor of CommerceGraduate Diploma in Financial PlanningCertified Financial PlannerCertificate IV Finance and Mortgage Broking
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000265126Postcode6152
Bachelor of CommerceProfessional Year ProgrammeASX Listed Products Accreditation CourseMargin Lending and Geared Investments
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000341439Postcode6152
Advanced Diploma Financial Services (Financial Planning) FNS60404Self Managed Superannuation FundsTier 1 RG146 Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000336682Postcode6152
Graduate Certificate in Financial PlanningGraduate Diploma in Applied FinanceCFP Certification Program (5 Unit)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000339587Postcode6152
Taxation 301Bachelor of Commerce Major in Financial Planning v1Ethics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000415204Postcode6152
Bachelor of Commerce (Finance and MarketingDiploma of Financial ServicesAdvanced Diploma of Financial Services (Financial Planning)CFP Certification Program (5 Unit)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000354485Postcode6152
Bachelor of Science (Business Administration)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000410921Postcode6152
Bachelor of Commerce (Management and Marketing)Estate Planning and Professional ResponsibilitiesPlanning for RetirementPrinciples of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001003203Postcode6152
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsSelf Managed Superannuation FundsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #001004175Postcode6152
Bachelor of ArtsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)CERTIFIED FINANCIAL PLANNER (CFP) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000443966Postcode6152
Bachelor of BusinessDiploma of Financial ServicesAdvanced Diploma of Financial PlanningFPC001B Economic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000464867Postcode6152
Bachelor of Commerce Major in Financial Planning v3.SuperConcepts & ICFS Specialist SMSF CourseFPC002B Ethics and Professionalism in Financial Advice.Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2015 (11 years)Registration #001266645Postcode6152
Bachelor of Commerce, Economics and Finance Double MajorDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236067Postcode6152
Diploma of Financial PlanningCommercial LawMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001007692Postcode6152
Advanced Diploma of Financial PlanningDiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001234032Postcode6152
Bachelor of CommerceDiploma of Financial PlanningCertified Financial PlannerFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #000278270Postcode6152
Bachelor of BusinessBachelor of BusinessSMSF Specialist AdvisorDiploma of Financial Planning (FNS50610)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271419Postcode6152
Bachelor of Commerce Major in Financial Planning v3Commercial LawFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271418Postcode6152
Bachelor of Commerce (Finance and Economics)Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001298800Postcode6152
Bachelor of Commerce (Finance and Economics)Graduate Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001305049Postcode6152
Economics and Legal Context for Financial PlanningTax and Commercial Law for Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317742Postcode6152
Bachelor of Commerce (Finance and Financial Planning)
SuperannuationGovernment DebenturesRSA Products
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Registration #001319672Postcode6152
Bachelor of Commerce (Finance and Financial Planning)
SuperannuationGovernment DebenturesRSA Products
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Registration #001316847Postcode6152
Bachelor of CommerceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationGovernment DebenturesRSA Products
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