ExperienceSince 1987 (39 years)Registration #000249468Postcode6909
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1991 (35 years)Registration #000224478Postcode6009
Bachelor of Arts (Honours) Business StudiesSMSF Specialist Advisor (SSA) Accreditation ProviderCertificate IV in Finance & Mortgage BrokingMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1991 (35 years)Registration #000258227Postcode6009
Diploma of Financial PlanningCertified Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1992 (34 years)Registration #000243410Postcode6009
Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000317542Postcode6909
Diploma of Financial MarketsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2002 (24 years)Registration #000240580Postcode6009
Bachelor of CommerceDiploma of Financial PlanningCFP Certification ProgramFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000284117Postcode6009
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentAdvanced Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000298563Postcode6009
Graduate Certificate in Financial PlanningAccredited Listed Product Adviser (ASX ALPA) ProgramFPE016 Self Managed Super FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #000469001Postcode6009
Diploma of Financial Services (Financial Planning)Advanced Diploma of financial Services (Financial Planning)Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000406960Postcode6009
Bachelor of Commerce (Global Economics and Finance)Diploma of Financial Services (Financial Planning)Graduate Certificate of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001003411Postcode6909
Bachelor of Business (Finance/Marketing)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningSuperConcepts Specialist SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000430767Postcode6009
Bachelor of Commerce (Accounting and Financial Planning)CPA ProgramAccredited Listed Product Adviser ProgramEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001283282Postcode6909
Bachelor of Commerce (Banking and Finance)Graduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2021 (5 years)Registration #001285138Postcode6009
Bachelor of Business (Economics and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001305267Postcode6009
Bachelor of Commerce (Accounting & Finance)Accredited Aged Care ProfessionalGraduate Diploma of Financial PlanningAccredited Listed Product Adviser (ASX ALPA) Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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