ExperienceSince 1987 (39 years)Registration #000314822Postcode6006
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000231707Postcode6006
Bachelor of BusinessCPA Australia (CPA)Chartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #000236932Postcode6006
Diploma of Financial PlanningEthics & Professionalism in Financial AdviceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000226986Postcode6006
Bachelor of BusinessCertified Practicing AccountantNational Tax AccountantCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000226986Postcode6006
Bachelor of BusinessCertified Practicing AccountantNational Tax AccountantCertified Financial Planner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000326851Postcode6006
Bachelor of BusinessDiploma of Financial ServicesCommercial LawTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #001000975Postcode6006
Diploma of Financial ServicesGraduate Certificate in Financial PlanningMargin Lending & Geared InvestmentsApplied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #001008655Postcode6006
CommerceFinancial PlanningSecurities, Managed Investments and Margin LendingEthics & Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001301308Postcode6006
Principles of Business and Corporations Law 7823AFEGraduate Diploma of Financial PlanningTax for Financial Advising TFAv1
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311441Postcode6006
BusinessEconomicsMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Listings sourced from public government registers (ASIC, TPB). DecisionLab does not endorse any specific professional.
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