ExperienceSince 1979 (47 years)Registration #000236943Postcode6007
DFP 1- 6DFP 8Certified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 1980 (46 years)Registration #000263541Postcode6007
Diploma of Financial PlanningCavendish & ICFS Specialist SMSF CourseAccredited Listed Product Adviser ProgramCertified Financial Strategist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 1998 (28 years)Registration #001233602Postcode6007
Bachelor of Laws/ Bachelor of CommerceBachelor of Laws/Bachelor of CommerceApplied Finance and InvestmentGraduate Diploma in Applied Finance and Investment
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2000 (26 years)Registration #001235634Postcode6007
ASX RESPONSIBLE EXECUTIVEMARGIN LENDING AND GEARED INVESTEMENTSRG146ASX ACCREDITED DERIVATIVES ADVISER LEVEL 1
SecuritiesDerivatives
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ExperienceSince 2000 (26 years)Registration #000317898Postcode6007
Diploma of Financial PlanningDiploma of ManagementGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2001 (25 years)Registration #001003638Postcode6007
Bachelor of Commerce (Major Economics & Finance)8 unit Diploma of Financial PlanningAdvanced Diploma of SuperannuationFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2001 (25 years)Registration #001266479Postcode6007
Bachelor of CommerceCertified Practicing AccountantDFP8 unit Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2003 (23 years)Registration #000236944Postcode6007
Certified Financial Planner (CFP)Diploma of Financial PlanningMargin Lending and Geared InvestmentsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2004 (22 years)Registration #000289405Postcode6007
Bachelor of Commerce (Financial Planning)Certified Financial PlannerSelf Managed Superannuation FundsFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2004 (22 years)Registration #000418939Postcode6007
Diploma of Financial Services (Financial Planning)Certificate IV in Finance and Mortgage BrokingAdvanced Diploma of Financial PlanningMargin Lending
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2005 (21 years)Registration #000296982Postcode6007
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced 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 #000308970Postcode6007
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)5 unit CFP Certification ProgramGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2007 (19 years)Registration #000316758Postcode6007
Financial Planning CertificateCertified Financial PlannerDiploma of Financial PlanningMaster of Business Administration
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2007 (19 years)Registration #000309751Postcode6019
Bachelor of BusinessGraduate Diploma of Financial PlanningProfessional Certificate in Self Managed SuperannuationFellow Chartered Financial Practitioner
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000328690Postcode6007
Bachelor of Commerce (Accounting)Graduate Certificate Financial PlanningCFPFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2008 (18 years)Registration #000328851Postcode6007
Batchelor of Commerce Global Economics and Finance Double MajorDiploma of Financial Services (Financial Planning)Margin Lending & Geared InvestmentsAccredited Listed Product Adviser Program
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2008 (18 years)Registration #000322935Postcode6007
Bashelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin LendingFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2008 (18 years)Registration #000328369Postcode6007
Bachelor of EconomicsGraduate Diploma in Financial PlanningTax for financial advisingFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2008 (18 years)Registration #000324143Postcode6007
Bachelor of Business (Finance and Marketing)Self Managed Superannuation Funds and Accredited Listed Product Advice CourseMargin Lending and Geared Investments CourseAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000345864Postcode6007
Bachelor of CommerceDiploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2009 (17 years)Registration #000339938Postcode6007
Batchelor of Commerce Property and FinanceDiploma of Financial Services (Financial Planning)Advanced Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser (ALPA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2009 (17 years)Registration #000406212Postcode6007
Bachelor of Commerce (Accounting and Business Law)Graduate Diploma (ICAA)Graduate Diploma of Financial PlanningSMSF Specialist Advisor
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2010 (16 years)Registration #000378100Postcode6007
Bachelor of CommerceCertified Financial PlannerFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2010 (16 years)Registration #000353640Postcode6007
Diploma of AccountingBachelor of Business (Accounting)Diploma of Financial Services (Financial Planning)Margin Lending & Geared Investments
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2011 (15 years)Registration #000415636Postcode6007
Diploma of Financial Services (Financial Planning)Advanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #001003827Postcode6007
Bachelor of BusinessDiploma of Financial PlanningAdvanced Diploma of Financial PlanningSelf Managed Superannuation Fund
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2012 (14 years)Registration #000432602Postcode6007
Bachelor of Commerce (Accounting and Business Law)Diploma of Financial Services (Financial Planning)Self Managed Superannuation FundsGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2013 (13 years)Registration #000438073Postcode6007
Bachelor of Commerce (Economics and Financial Planning)FPC002B Ethics and Professionalism in Financial AdviceCommercial Law
SuperannuationLife InsuranceLife InvestmentRSA Products
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ExperienceSince 2013 (13 years)Registration #000429973Postcode6007
Bachelor of Commerce (Finance)Diploma of Financial Services (Financial Planning)Accredited Listed Product Adviser ProgramAdvanced Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000454091Postcode6007
Bachelor of CommerceBachelor of EconomicsMaster of Financial PlanningCommerical Law for Tax (Financial) Advisers
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000453919Postcode6007
Diploma Financial ServicesBachelor of Commerce Majoring in Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000460772Postcode6007
Batchelor of Commerce majoring in Accounting & FinanceBatchelor of LawGraduate Diploma of Applied Finance & InvestmentDiploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000457024Postcode6007
Bachelor of Commerce (Financial Planning)Certified Financial Planner Accreditation ProgramFPC002B Ethics and Professionalism in Financial AdviceFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2014 (12 years)Registration #000463093Postcode6007
Diploma of Financial PlanningInvestment Adviser (personal AdviceAdvanced Diploma of Financial PlanningAged Care Professional
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2015 (11 years)Registration #000467614Postcode6007
Bachelor of Business (Accounting)CPADiploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesDerivatives
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ExperienceSince 2015 (11 years)Registration #001003680Postcode6007
Diploma Financial Services (Financial Planning) FNS50804Advanced Diploma Financial Planning FNS60410Self Managed Superannuation FundsGraduate Certificate of Applied Finance
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001262827Postcode6007
Securities & managed Investment AccreditationDiploma of Financial PlanningGraduate Diploma of Financial PlanningBachelor of Business
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001261779Postcode6007
Bachelor of Business and EconomicsDiploma of Financial PlanningAdvanced Diploma of Financial PlanningFPC002B Ethics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2018 (8 years)Registration #001266590Postcode6007
Diploma of Financial Services (Financial Planning)Margin Lending and Geared InvestmentsAdvanced Diploma of Financial PlanningCommercial Law
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001292026Postcode6007
Bachelor of CommerceEthics and Professionalism in Financial Advice
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2022 (4 years)Registration #001297400Postcode6007
Bachelor of Business (Accountancy)Bachelor of Business (Financial Planning)Ethics and Professionalism in Financial AdviceSMSF Association
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001304354Postcode6007
Bachelor of Applied ScienceFPC002B- Ethics and Professionalism in Financial AdviceFPC005- Estate and Succession PlanningGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001304028Postcode6007
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2024 (2 years)Registration #001310878Postcode6007
Bachelor of CommerceMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentGovernment DebenturesRSA Products
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ExperienceSince 2025 (1 years)Registration #001310675Postcode6007
Bachelor of Commerce (Finance and Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001310903Postcode6007
Bachelor of CommerceGraduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001307493Postcode6007
Graduate Diploma of Financial PlanningFPE020 SMSF Regulations and TaxationMargin Lending Specialist
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2025 (1 years)Registration #001311685Postcode6007
Bachelor of Business (Financial Planning)Financial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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ExperienceSince 2026 (0 years)Registration #001314688Postcode6007
Graduate Diploma of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001319169Postcode6007
Bachelor of Business (Financial Planning)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001317980Postcode6007
Diploma of Financial PlanningMaster of Financial Planning
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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Registration #001310235Postcode6007
Bachelor of CommerceGraduate Diploma of Financial PlanningFinancial Advice Association of Australia (FAAA)
SuperannuationLife InsuranceLife InvestmentSecuritiesGovernment Debentures
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