Kaplan Professional Education

Advanced Diploma of Financial Services (Financial Planning) 2010



Self Managed Superannuation Funds 2009


Securities Institute of Australia

Graduate Diploma in Applied Finance &

Investment 2002


Queensland University of Technology

Bachelor of Business Banking &

Finance Banking and Finance Extended Major 1997


Professional Memberships

Financial Planning Association of Australia (FPA)

Boutique financial consulting, advisory firm


SP Financial Advice Pty Ltd as trustee for The S&NP Investment Trust ABN 60 597 526 905 trading as SP Financial Advice is a Corporate Authorised Representative (No. 462691) of Matrix Planning Solutions Limited ABN 45 087 470 200 AFS Licence No. 238256.

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