ExperienceSince 1998 (28 years)Registration #000420354Postcode6014
Bachelor of Commerce (Finance and Marketing)Graduate Diploma in Financial PlanningGraduate Diploma of Applied Finance and InvestmentASX Listed Products Adviser
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001000494Postcode6014
Advanced Diploma of Financial PlanningCertified Financial PlannerMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1999 (27 years)Registration #000314887Postcode6014
Bachelor of Agri ScienceAdvanced Diploma of Financial Services Financial PlanningGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001000081Postcode6014
Bachelor of CommerceGraduate Diploma in Financial PlanningFNS50311 Dimploma of Finance and Mortgage Broking Management
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #000258249Postcode6014
Diploma of Financial Planning (DFP1-3)Securities and Managed Investments Program (DFP4)Advanced Diploma of Financial PlanningAccredited Aged Care Professional Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #001000509Postcode6014
Bachelor of Commerce (Hons)CERTIFIED FINANCIAL PLANNERMaster of Professional Finance and BankingLife Risk Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2002 (24 years)Registration #000279679Postcode6014
Bachelor of CommerceDiploma of Financial PlanningFNS40804 Certificate IV in Financial Services (Finance/Mortgage Broking)Margin Lending and Gearing Investments
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2003 (23 years)Registration #000446218Postcode6014
Diploma of Financial AdvisingFinancial Plan Construction & ReviewEstate PlanningTaxation Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2003 (23 years)Registration #000241950Postcode6014
Diploma of Financial PlanningM669 Graduate Diploma of Financial PlanningCFP Certified Financial Planner (FPA)CFP – Certified Financial Planner (FPA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000288472Postcode6014
Bachelor of Commerce, Accounting & TaxationThe Strategist Group's SMSF Adviser CourseGraduate Diploma of Chartered AccountingResponsible Manager Master Class
Superannuation
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ExperienceSince 2005 (21 years)Registration #000337878Postcode6014
Bachelor of EconomicsGraduate Diploma of Financial PlanningMargin Lending and Geared InvestmentsSelf Managed Superannuation Funds
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2007 (19 years)Registration #000420355Postcode6014
Bachelor of Commerce (Banking and Finance)Graduate Diploma in Financial PlanningSelf Managed Superannuation FundsFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesRSA Products
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ExperienceSince 2008 (18 years)Registration #000328657Postcode6014
Master of Business AdministrationDiploma of Financial Services (Financial Planning)Specialist Member AccreditationEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2011 (15 years)Registration #001000189Postcode6014
Legal Framework IIncome Tax Framework IIBachelor of BusinessCPA 110 Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000468500Postcode6014
Bachelor of Agri BusinessGraduate Diploma of Financial PlanningSelf-Managed Super Fund ProgramMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001313479Postcode6014
Bachelor of Commerce (Financial Planning)Commercial Law CourseEthics and Professionalism in Financial Advice Course (FPC002B)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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