ExperienceSince 1982 (44 years)Registration #000241386Postcode6004
Diploma Financial Planning (DFP1-DFP8)Certified Financial PlannerMargin Lending and Geared Investments accreditationALPA
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1987 (39 years)Registration #000230508Postcode6004
Certified Financial PlannerSMSF SpecialistSMSF Specialist AdvisorLicenced Real Estate Agent
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000241385Postcode6004
Graduate Diploma in Applied Finance and InvestmentGraduate Diploma in BusinessMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1996 (30 years)Registration #000241387Postcode6004
CFPDFP 1-8Margin Lending and Geared InvestmentsFASEA Exam
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1997 (29 years)Registration #000253454Postcode6004
8 unit Diploma of Financial PlanningBachelor of Commerce (Accounting)Certified Financial PlannerSelf Managed Superannuation Fund
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1997 (29 years)Registration #000269067Postcode6004
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1997 (29 years)Registration #000231778Postcode6004
Bachelor of Business (Accounting)Count Introductory Training CourseASX Listed Products Accreditation CourseMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000259103Postcode6004
ADA1SuperannuationDFP5v2 Tax for Financial AdvisingTASACLv1 Commercial Law
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000259100Postcode6004
Graduate Diploma of Applied Finance and InvestmentADA2DFP5v2 Tax for Financial Advising/ TASACLv1 Commercial LawEthics and Professionalism in Financial Advice
SuperannuationSecuritiesDerivativesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000232078Postcode6004
Bachelor of Business (Accounting)Certificate IV in Financial Services (Finance/ Mortgage Broking)ASX Listed Products Accreditation CourseMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000241383Postcode6004
Risk Management and Insurance PlanningSuperannuation and Retirement PlanningMargin Lending and Geared InvestmentsDiploma of Financial Services ( Finance / Mortgage Broking Management)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000431745Postcode6004
Bachelor of BusinessProfessional Year ProgrammeMargin LendingSuperannuation
SuperannuationSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000287564Postcode6004
Diploma of Financial Services (Financial Planning)ADA2Margin LendingDFP5v2 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #000288803Postcode6004
Graduate Diploma of Financial PlanningGraduate Diploma of Applied Finance and InvestmentDFP5v2 Tax for Financial AdvisingMargin Lending Skills
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000312922Postcode6004
Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000323743Postcode6004
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2009 (17 years)Registration #001250492Postcode6004
Bachelor of BusinessGraduate Certificate of Management to Graduate Diploma of Business ManagementMaster of Business AdministrationCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #000383842Postcode6004
Certificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Financial Planning)FBAA - Finance Brokers Association of AustraliaFBAA - Finance Brokers Association of Australia
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2013 (13 years)Registration #001001283Postcode6004
Advanced Diploma in Financial PlanningDiploma in Financial PlanningGraduate Certificate in Applied FinanceEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001004454Postcode6004
Bachelor of Commerce, majoring in PropertyMaster of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2017 (9 years)Registration #001258074Postcode6004
Bachelor of Art (Japanese)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2023 (3 years)Registration #001298972Postcode6004
Bachelor of Commerce (Accounting and Finance Double Major)Graduate Diploma of Chartered AccountingGraduate Diploma of Financial PlanningChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001298973Postcode6004
Bachelor of Commerce (Major in Management)Graduate Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311470Postcode6004
Bachelor of Commerce Finance & Business LawGraduate Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001315993Postcode6004
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Registration #001316121Postcode6004
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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Registration #001316291Postcode6004
Bachelor of Science (Double Major in Geology and Finance)Advanced Diploma of Financial PlanningGraduate Diploma of 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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