ExperienceSince 1984 (42 years)Registration #001001931Postcode6153
Bachelor of EngineeringMasters of Business AdminGrad DiplomaEconomic and Legal Context for Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1999 (27 years)Registration #000235691Postcode6153
Diploma of Financial Services (Financial Planning)Margin LendingAdvanced Diploma Financial PlanningASX Listed Products Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000304377Postcode6153
Self Managed Super FundsMargin Lending & Geared InvestmentsAdvanced Diploma of Financial PlanningAdvanced Diploma Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2009 (17 years)Registration #000338139Postcode6153
Bachelor of Arts in PoliticsGraduate Diploma in Business Administration (Executive Business Operations)Diploma of Financial Services Financial PlanningDiploma of Financial Services (Finance/Mortgage Broking Management)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2012 (14 years)Registration #000440503Postcode6153
Bachelor of Commerce (Banking and Finance)Diploma of Financial Services (Financial Planning)MAA769 Ethics for Financial ServicesMLI714 Financial Advice Regulation
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2017 (9 years)Registration #001258068Postcode6153
Bachelor of EconomicsDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001262543Postcode6153
Bachelor of CommerceCFP 2Economic and Legal Context for Financial PlanningEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313202Postcode6153
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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