Financial Adviser
1987, BA Accounting and Finance, Bachelor Degree (AQF 7), Middlesex University London
2011, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), International Institute of Technology (IIT)
2012, RG146 Tier 1 Specialist Margin Lending Course, Other, International Institute of Technology (IIT)
2014, Accredited Aged Care Professional, Professional Designations, Aged Care Steps
2015, Principles in Self Managed Superannuation Funds, Other, International Institute of Technology (IIT)
2019, FPC001B Economic and Legal Context for Financial Planning, Bridging Course, Regulation & Legal Obligations, Kaplan Higher Education Pty Limited
2019, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education Pty Limited
2020, FPC007B Client Engagement Skills, Bridging Course, Behavioural Finance, Kaplan Higher Education Pty Limited
2021, FPC005 Estate and Succession Planning, Other, Kaplan Higher Education Pty Limited
The Institute of Chartered Accountants in England and Wales