ExperienceSince 2001 (25 years)Registration #000242528Postcode6025
Bachelor of CommerceAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000263096Postcode6025
Diploma of Financial Services (Financial Planning)Margin Lending & Geared Investments Adviser AccreditationFellow Charted Financial Practitioner (FChFP)SuperConcepts & ICFS Specialist SMSF course
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2004 (22 years)Registration #001005776Postcode6025
Bachelor of Commerce Economics and FinanceGraduate Diploma of Financial PlanningCertified Financial Planner Education ProgramMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #001006027Postcode6025
Bachelor of Commerce (Accounting and Financial Planning)Diploma of Financial Services (Financial Planning)CPA Australia ProgramMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001003446Postcode6025
Graduate Diploma of Financial PlanningInvestment Planning 1FPC002b Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2011 (15 years)Registration #000458026Postcode6025
Advanced Diploma of Financial Services (Financial Planning)Graduate Certificate in FinanceSelf Managed Superannuation FundsMargin Lending Personal Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000466282Postcode6025
Diploma in Financial PlanningGraduate Diploma of Financial PlanningMasters of Financial PlanningMargin Lending Accreditation Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001251550Postcode6025
Diploma of Financial Services (Financial Planning)Graduate Certificate in Financial PlanningGraduate Diploma in Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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