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Director - Licensed Advisor
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- Bachelor of Economics (Newcastle)
- Diploma of Financial Planning (Deakin University)
- Certified Financial PlannerTM CFPTM
- Responsible Officer
- Investment Management Committe
- Full Member MFAA
- FPA 'Ask an Expert' panel member 2010
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Licensed Advisor
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- Bachelor of Commerce (University of Wollongong )
- Diploma of Financial Services (Tribeca)
- Advanced Diploma of Financial Planning (Tribeca)
- Certified Financial Planner™ CFP™
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Licensed Advisor
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- Bachelor of Computing Science (Wollongong )
- Diploma of Financial Planning (Tribeca)
- Advanced Diploma of Financial Planning (Tribeca)
- Certified Financial Planner CFP™
- Executive Management Committee
- FPA 'Ask an Expert' panel member 2010
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Licensed Advisor
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- Bachelor of Information Systems (UNSW)
- Diploma of Financial Services
- Advanced Diploma of Financial Planning
- Certified Financial Planner CFP™ (Current)
- FPA 'Ask an Expert' panel member 2010
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Licensed Advisor
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- Diploma Of Financial Services
- Advanced Diploma of Financial Planning (Current)
- Diploma Of Business (UTS)
- Certificate III in Financial Markets (Securities Institute)
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Licensed Advisor
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- The Entrepreneurial Leader (Mt Eliza Business School)
- Risk management for Managers and Supervisors
- Diploma of Financial Services
- Advanced Diploma of Financial Services (Current)
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Licensed Advisor
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- Diploma of Financial Services (Financial Planning - Kaplan)
- Advanced Diploma of Financial Services (Financial Planning - Kaplan - Current)
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Consultant
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- Bachelor of Economics (Sydney University)
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Consultant
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- Bachelor of Business (Financial Planning - Current)
- Advanced Diploma in Real Estate
- Licensed real-estate agent
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Consultant
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- Bachelor of Financial Management
- Diploma of Accounting
- Diploma of Financial Services
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