ExperienceSince 1984 (42 years)Registration #000242572Postcode6531
Diploma in Life InsuranceCerified Financial PlannerDiploma of Financial PlanningMargin Lending Gap Assessment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1990 (36 years)Registration #000235631Postcode6530
Diploma of Financial Services (Financial Planning)Master of Professional AccountingEthics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000235939Postcode6530
Diploma of Financial Planning (DFP 1Margin Lending & Geared InvestmentsAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000239968Postcode6530
Diploma of Financial PlanningMaster of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2000 (26 years)Registration #000240579Postcode6530
Diploma of Financial PlanningCertificate in Applied Self Managed Superannuation Fund AdviceMargin Lending and Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001003506Postcode6530
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000298340Postcode6530
Advanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2008 (18 years)Registration #000290288Postcode6530
PS146 Tier 1 ComplianceCourse in Professional Grain TradingAICD Company Directors Graduate CourseRG146 Regulations
Foreign Exchange
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ExperienceSince 2009 (17 years)Registration #000343363Postcode6530
Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2011 (15 years)Registration #000283649Postcode6530
Certificate III in Financial Services (General Insurance)Diploma of Financial Services (Financial Planning)SMSF CourseGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001251374Postcode6530
Bachelor of CommerceCPA ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
Superannuation
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ExperienceSince 2017 (9 years)Registration #001256040Postcode6530
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSuperConcepts & ICFS Specialist SMSF CourseAccredited Aged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001268952Postcode6530
Bachelor of Commerce (Accounting & Taxation)Diploma of Finance & Mortgage Broking (Dip FMBM)CPADFP1 FInancial PLanning Fundamentals
Foreign Exchange
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