Bachelor of Business (Accounting)
Jan 2005 – June 2008
This course provided a foundational education in business, accounting, finance, economics and marketing. It also helped to develop analytical and problem solving skills along with interpersonal skills.
GPA: 5.12 / 7.00
Charles Sturt University
Master of Applied Finance (Financial Planning)
July 2011 – Dec 2013
This course broadened my technical knowledge in finance, centralised on delivering holistic financial advice. It also provided compliance with RG146 and advanced standing towards the Certified Financial Planner designation through the Financial Planning Association of Australia.
GPA: 5.67 / 7.00
Self Managed Superannuation Funds
Fundamental knowledge of the establishment, operation and management of an SMSF including the development of strategies and personal recommendations.
Financial Planning Association
Certified Financial Planner® Certification
2017 – 2018 (current)
This capstone of my formal education in financial planning. This course built upon my prior technical studies and further developed my understanding of ethical frameworks and professionalism. My ongoing membership is a confirmation of my long term commitment to the financial planning profession.