ExperienceSince 1998 (28 years)Registration #000242843Postcode6210
Diploma of Financial PlanningCertified Financial PlannerSelf Managed Superannuation Funds Adviser AccreditationGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000416796Postcode6210
Diploma of Financial Services (Financial Planning FNS50804)Advanced Diploma of Financial Services (Financial Planning FNS60404)Margin Lending and Geared InvestmentsEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000260334Postcode6210
Bachelor of CommerceDiploma of Financial PlanningFASEA
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001004938Postcode6210
Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFPE016 Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000460681Postcode6210
Bachelor of BusinessDiploma of Financial PlanningSelf Managed Super Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000339572Postcode6210
Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsMargin Lending and Geared InvestmentsAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001002446Postcode6210
Advanced Diploma of Financial Services (Financial Planning)Master of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001000103Postcode6210
Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingEconomic and Legal Context for Financial PlanningFinancial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2016 (10 years)Registration #001244669Postcode6210
Bachelor of Commerce (Accounting and Small Business)Chartered Accountant ProgramFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills
Superannuation
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ExperienceSince 2016 (10 years)Registration #001245707Postcode6210
Bachelor of BusinessCPA ProgramFPC002B Ethics and Professionalism in Financial AdviceSMSF Specialist Advisor Program
Superannuation
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ExperienceSince 2018 (8 years)Registration #001267910Postcode6210
BUS165 Principles of commercial lawBachelor of Commerce (Finance & Economics)Diploma of Financial PlanningAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271240Postcode6210
Bachelor of AccountingChartered AccountantFPC002B Ethics and Professionalism in Financial AdviceFPC007B Client Engagement Skills
Superannuation
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ExperienceSince 2025 (1 years)Registration #001305133Postcode6210
Graduate Diploma of Financial PlanningAccredited Listed Product Adviser ProgramMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310604Postcode6210
Bachelor of Commerce (Accounting Major)Graduate Dipolma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001311980Postcode6210
Diploma of Financial PlanningBachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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