ExperienceSince 1991 (35 years)Registration #000242196Postcode6007
Diploma of Financial PlanningSMSF CertificateAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1995 (31 years)Registration #000241901Postcode6007
Graduate Diploma of Applied Finance and InvestmentStatement of Attainment for Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationSecuritiesRSA Products
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ExperienceSince 1997 (29 years)Registration #000243411Postcode6007
Diploma of Financial PlanningMargin Lending and Geared InvestmentsFPC002b Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000249771Postcode6007
Bachelor of Business (Major in Accounting)Diploma of Financial PlanningMargin Lending and Geared InvestmentsCPA Australia (CPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000242232Postcode6007
Advanced Diploma Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2001 (25 years)Registration #000249476Postcode6007
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)SMSF Borrowings Specialist Adviser Education Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000302288Postcode6007
Diploma of Financial PlanningMargin Lending & Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2010 (16 years)Registration #000404351Postcode6007
Diploma of Financial Services (Financial Planning)Tax Practitioners Board
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000463249Postcode6007
Bachelor of CommerceDiploma of Financial PlanningSecurities and Managed InvestmentsDFP5v3 Tax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000377450Postcode6007
Bachelor of Business (Finance)Diploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000429531Postcode6007
Bachelor of BusinessAdvanced Diploma of Financial PlanningMaster of Professional AccountingSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000463542Postcode6007
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsBachelor of ArtsBachelor of Laws
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001008527Postcode6007
CA Certification Bachelor of CommerceSMSF Specialist AdvisorDiploma of Financial Services (Financial Planning)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001245807Postcode6007
Diploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2017 (9 years)Registration #001253081Postcode6007
Bachelor of Arts (English)Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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