ExperienceSince 1994 (32 years)Registration #000327707Postcode6021
Bachelor of Commerce (Major)Chartered Accountant Program (CA)Diploma of Financial PlanningCFP Certification
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1999 (27 years)Registration #000290152Postcode6021
Bachelor of BusinessCertified Practising AccountantCertified Financial PlannerMargin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000245185Postcode6021
Foundation DFPCertificate 111 in Mortgage LendingDiploma of Financial PlanningMargin Lending and Geared Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2006 (20 years)Registration #000471794Postcode6021
Advanced Diploma of Financial ServicesCertified Financial PlannerMargin LendingSMSF Specialist Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001002948Postcode6021
Diploma of Financial Services (Financial Planning)Tax for Financial Advising (Short Answer Exam)Advanced Diploma of Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice) Course
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #001004018Postcode6021
Bachelor of Arts (Accounting & Finance)Diploma of Financial Services (Financial Planning)Margin Lending and Geared Investments ProgramAdvanced Diploma of Financial Services (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000313642Postcode6021
Graduate Certificate in TaxationDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Self managed superannuation advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000328430Postcode6021
Diploma of Financial ServicesAdvanced Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2008 (18 years)Registration #000330378Postcode6021
Bachelor of Commerce (Management and Marketing)Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial PlanningTax for Financial Advising
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000450231Postcode6021
Diploma of Financial Services (Financial Planning) FNS50804Bachelor of Commerce (Accounting and Financial Planning)RG146 Tier 1 Specialist Margin Lending CourseSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2014 (12 years)Registration #001002861Postcode6021
925 Life Insurance and Skills ProgramBachelor of Commerce (Economics and Finance (Corporate))Advanced Diploma of Financial PlanningTax for Financial Advising Course (DFP5v3)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2015 (11 years)Registration #001002165Postcode6021
Bachelor of Commerce Major in Financial PlanningSelf Managed Superannuation Fund Adviser (Personal Advice)FPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2016 (10 years)Registration #001249767Postcode6021
Bachelor of CommerceCPA ProgramSMSF Specialist Advisor ProgramFPC002B Ethics and Professionalism in Financial Advice
Superannuation
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ExperienceSince 2017 (9 years)Registration #001254606Postcode6021
Bachelor of CommerceDiploma of Financial PlanningGraduate Diploma of Chartered AccountingCertified Financial Planner (CFP) Education Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2017 (9 years)Registration #001257610Postcode6021
Bachelor of Commerce (Banking and Finance)Diploma of Financial Planning (FNS50615)Financial Services Training PackageGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001318861Postcode6021
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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