ExperienceSince 1975 (51 years)Registration #000244843Postcode6017
Diploma of Financial PlanningSelf Managed Super Fund CourseMargin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 1983 (43 years)Registration #000303235Postcode6017
Bachelor of Business (Accounting)SMSF Course
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1985 (41 years)Registration #000280116Postcode6019
Bachelor of Commerce (Finance & Marketing)Advanced Diploma of Financial PlanningDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1988 (38 years)Registration #000235733Postcode6017
Diploma of Financial PlanningGraduate Certificate in Commerce (Financial Planning)Margin Lending & Geared InvestmentsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1988 (38 years)Registration #000245154Postcode6017
Diploma of Financial Planning (8 units)Self Managed Superannuation Funds CourseASX Accredited Listed Products Adviser ProgramMargin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1989 (37 years)Registration #000226088Postcode6017
Diploma of Financial PlanningCertified Financial PlannerSpecialist Knowledge Area Securities & DerivativesMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 1989 (37 years)Registration #000278410Postcode6017
Diploma Financial MarketsGraduate Diploma Financial PlanningMargin Lending & Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1993 (33 years)Registration #001004826Postcode6017
Bachelor of CommerceFaseaChartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1994 (32 years)Registration #000278638Postcode6017
Diploma of Financial PlanningASX Listed Products Accreditation Course (LPAC)Self Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1994 (32 years)Registration #000241957Postcode6017
Bachelor of EconomicsGraduate Diploma in EconomicsDiploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000237240Postcode6017
8 Unit Diploma of Financial PlanningSMSF AccreditationFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1995 (31 years)Registration #000235874Postcode6017
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)Financial Planning Association (FPA) - Certified Financial PlannerSMSF Association - SMSF Specialist Advisor (SSA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1996 (30 years)Registration #000226084Postcode6017
Associateship in AccountingPost Graduate Diploma Business (Law)Diploma of Financial ServicesSelf Managed Superannuation Fund (SMSF) Adviser Accreditation
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 1996 (30 years)Registration #000325052Postcode6017
Diploma of Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1997 (29 years)Registration #000250017Postcode6017
Bachelor of Economics8 unit Diploma of Financial PlanningCertified Financial Planner (CFP)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1997 (29 years)Registration #000249479Postcode6017
Bachelor of Commerce (Finance & Economics)8 unit Diploma of Financial PlanningCertificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Finance/Mortgage Broking Management)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 1998 (28 years)Registration #000235867Postcode6017
Certificate in Superannuation ManagementCertified Financial Planner (CFP)Diploma of Financial PlanningSmall Superannuation funds accreditation
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000242779Postcode6017
Bachelor Business with HonoursGraduate Diploma in Financial Planning (Historical SIA / FINSIACertified Financial Planner ProgramSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000249785Postcode6017
Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation FundsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000301050Postcode6017
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsFellow Chartered Financial Practitioner (FChFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000267589Postcode6017
Bachelor of CommerceMaster of TaxationDiploma of Financial Services (Financial Planning FNS50804)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000224476Postcode6163
Bachelor of Commerce (Economics and Finance)Certificate III in Financial MarketsGraduate Diploma in Applied Finance and Investments (Investment Management)Graduate Diploma in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000442019Postcode6017
Bachelor of CommerceGraduate Diploma in Financial PlanningCertified Financial Planner (CFP)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #000249549Postcode6017
Practice KNowledge Exam (PKE)RG146 DFP 8Certified Financial Planner (CFP)RG146 Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2000 (26 years)Registration #000255334Postcode6017
Bachelor of ScienceDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsGrad Dip FP
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001003415Postcode6017
Diploma of Financial Planning5 unit CFP Certification ProgramGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2001 (25 years)Registration #000315061Postcode6017
Bachelor of Commerce8 unit Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2001 (25 years)Registration #000255346Postcode6017
Bachelor of BusinessDiploma in Financial Services (Financial Planning)Association of Independently Owned Financial Professionals (AIOFP)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000426862Postcode6017
Bachelor of Business (Finance)Diploma of Financial Planning (8 units)Self Managed Superannuation Funds ProgramTax for Financial Advising Course (TFAv1)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000257862Postcode6017
Bachelor of Commerce (Economics and Commercial Law)Fellow Chartered Financial Practitioner (FChFP)Advanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000311601Postcode6017
Diploma of Financial AdvisingCertified Financial Planner (CFP)Self Managed Superannuation Fund (SMSF) Adviser Education ProgramMargin Lending & Geared Investments Adviser Accreditation
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2003 (23 years)Registration #000231744Postcode6017
Bachelor of Business Double Major in Accounting and FinanceCPA ProgramFPC002B Ethics and Professionalism in Financial AdviceCPA Australia (CPA)
Superannuation
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ExperienceSince 2003 (23 years)Registration #000226085Postcode6017
Bachelor of CommercePostgraduate Diploma in BusinessCPA Australia (CPA)Chartered Accountants Australia and New Zealand (CA ANZ)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000461308Postcode6017
Bachelor of Business (Economics and Finance)Bachelor of EconomicsDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2004 (22 years)Registration #000249826Postcode6017
Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000273585Postcode6017
Bachelor of Business (Economics)Advanced Diploma in Financial PlanningCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000296367Postcode6017
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000454949Postcode6017
Bachelor of Science in International Business AdministrationAdvanced Diploma of Financial Services (Financial Planning)Fellow Chartered Financial Practitioner (FChFP)MAI769 Ethics for Financial Services
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2005 (21 years)Registration #001005218Postcode6017
Bachelor of Business Double Major in Finance and EconomicsGraduate Diploma in Financial Planning (Historical SIA / FINSIA).Margin Lending and Geared InvestmentsFPC002B Ethics and Professionalism in Financial Advice.
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000293328Postcode6017
Advanced Diploma Financial ServicesDiploma Financial ServicesCertified Financial PlannerMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #001002905Postcode6017
Bachelor of Science in International Business AdminstrationMaster of International Business AdministrationDiploma of Financial Services (Financial Planning)Self Managed Superannuation Funds Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000421033Postcode6017
Bachelor of EconomicsAdvanced Diploma of Financial Services (Financial Planning FNS60404)Diploma of Financial Services (Financial Planning FNS50804)Margin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000424876Postcode6017
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Certified Financial PlannerEthics and professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2006 (20 years)Registration #000297811Postcode6017
Bachelor of Commerce (Accounting and Finance)Diploma of Financial Services (Financial Planning)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2006 (20 years)Registration #000230556Postcode6017
CFP Certification ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000428784Postcode6017
Bachelor of BusinessDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #000310742Postcode6017
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Margin LendingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000311287Postcode6017
Bachelor of Commerce (Property and Finance)Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000445472Postcode6017
Graduate Diploma of Applied FinanceDiploma of Financial PlanningGraduate Diploma of Financial PlanningSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000224479Postcode6107
Advanced Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000321226Postcode6017
Diploma of Financial PlanningMaster of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000323629Postcode6017
Diploma of Financial PlanningFPC001B Economic and Legal Context for Financial PlanningFPC003 Superannuation and Retirement AdviceFPC004 Insurance Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000331919Postcode6017
Bachelor of Business (Economics and Finance)Tier 1 Adviser Compliance SolutionInvestment Planning 1 and Risk Management ModulesMargin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000331919Postcode6017
Bachelor of Business (Economics and Finance)Tier 1 Adviser Compliance SolutionInvestment Planning 1 and Risk Management ModulesMargin Lending and Geared Investments Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000329632Postcode6017
Graduate Certificate of Business (Marketing)Graduate Diploma of Business (Marketing)Advanced Diploma of Financial Services (Financial Planning FNS60404)Graduate Diploma of Financial Planning Pty Limited
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000453848Postcode6017
Diploma of Financial Services (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2009 (17 years)Registration #000329719Postcode6017
Advanced Diploma of Financial Services (Financial Planning)Bachelor of Commerce (Economics and Financial Planning)Graduate Diploma of Applied FinanceCFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000333166Postcode6017
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Margin LendingASX Listed Product Accreditation Course (LPAC)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2009 (17 years)Registration #000320035Postcode6017
Bachelor of CommerceSelf Managed Super Fund CourseASX SecuritiesMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000345250Postcode6017
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)ASX Listed Product Accreditation Course (LPAC)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2010 (16 years)Registration #000362881Postcode6017
Bachelor of BusinessGraduate Diploma Chartered AccountingDiploma Financial Services Financial PlanningApplied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000392346Postcode6017
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2010 (16 years)Registration #000227619Postcode6017
Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2010 (16 years)Registration #000362880Postcode6017
Bachelor of CommerceRG146Graduate Diploma of Chartered AccountingEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #000412335Postcode6916
Bachelor of Commerce (Banking and Economics)Graduate Diploma in Applied Finance and InvestmentCertificate IV Financial Services (Finance/Mortgage Broking)Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2011 (15 years)Registration #000396518Postcode6017
Bachelor of Commerce (Accounting)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000418025Postcode6017
Bachelor of Commerce (Management and Marketing)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)CFP Certification Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000422552Postcode6017
Advanced Diploma of Financial Services (Superannuation)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2012 (14 years)Registration #000434862Postcode6017
Bachelor of Commerce (Economics and Financial Planning)Self Managed Superannuation FundsCertificate IV in Finance and Mortgage BrokingDiploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2014 (12 years)Registration #000460863Postcode6017
Diploma of Financial PlanningSecurities and Managed Investments CourseAdvanced Diploma of Financial PlanningAged Care Advice Steps (Accreditation Workshop)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2015 (11 years)Registration #001007856Postcode6017
Certificate IV in Business ManagementDiploma of Business ManagementBachelor of Business (Human Resource Management)RG146 Tier 1 GA Life Insurance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001007187Postcode6017
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTier 1 Margin LendingGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001236915Postcode6017
Bachelor of CommerceBachelor of EconomicsDiploma of Financial Planning (FNS50611)Advanced Diploma of Financial Planning (FNS60410)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #001233322Postcode6917
Bachelor of Commerce (Finance and Business Law)FNS50610 Diploma of Financial PlanningFNSASICT503A Provide Advice in Managed InvestmentsAdvanced Diploma of Financial Planning FNS60415
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2015 (11 years)Registration #001233697Postcode6017
Bachelor of Arts (Financial Services)Diploma of Financial Planning (FNS50611)Advanced Diploma of Financial Planning (FNS60410)FPC002B
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001243480Postcode6017
Graduate Diploma in Applied Finance and InvestmentGraduate Diploma of Financial PlanningFNS04 Financial Services Training PackageMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001256616Postcode6017
Master of Professional AccountingDiploma of Financial PlanningChartered AccountantFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001258062Postcode6017
Diploma of Financial PlanningAdvanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001254351Postcode6017
Bachelor of CommerceGraduate Diploma of Applied Finance and InvestmentGraduate Diploma of Financial PlanningAccreditied Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001273356Postcode6017
Bachelor of FinanceDiploma of Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270967Postcode6017
Diploma of Financial PlanningBachelor of Commerce (Accounting and Finance)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2018 (8 years)Registration #000334735Postcode6017
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001271416Postcode6017
Bachelor of Business in Accounting and FinanceDiploma of Financial Planning (DFP1-3)Securities and Managed Investments Course (DFP4)SMSF Regulations and Taxation Course (FPE010)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001264074Postcode6017
Bachelor of Commerce (Industrial Psychology and Human Resources Management)Advanced Diploma of Financial Planning (FNS60415)Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2018 (8 years)Registration #001266858Postcode6017
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001269803Postcode6017
Bachelor of Commerce (Finance & Economics)Diploma of Financial PlanningAdvanced Diploma of Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001271277Postcode6017
Diploma of Business ManagementGraduate Certificate of Business (Finance)Graduate Diploma of Business (Finance)Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001270566Postcode6017
Advanced Diploma of Financial PlanningDiploma of Financial PlanningGraduate Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2018 (8 years)Registration #001265391Postcode6017
Bachelor of CommerceMaster of CommerceDiploma of Financial PlanningPrinciples of Self Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2023 (3 years)Registration #001300948Postcode6017
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001300946Postcode6017
Bachelor of CommerceBachelor of EconomicsDiploma of Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001314373Postcode6017
Diploma of Financial Planning (FNS50615)FPC008Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #000284008Postcode6017
Graduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319773Postcode6017
Bachelor of Commerce (Finance & Management)FPC009 Complex Financial PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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