This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation; and
deal in a financial product by:
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation;
to retail clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Alexander Arthur Stewart | 1999 | 1983 - Bachelor of Commerce - - University of Melbourne ~ 1990 - CPA Program - - CPA Australia ~ 2002 - CFP - Certified Financial Planner - - Financial Planning Association of Australia |
| Ali Roshan | 2010 | 2002 - Bachelor of Science in Business Administration (Finance) - Bachelor Degree (AQF 7) - California State University ~ 2010 - Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Amanda Jane Davidson | 2017 | 1991 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Western Sydney University ~ 1995 - Chartered Accountant Program - Professional Designations - Chartered Accountants Australia and New Zealand (CA) ~ 2010 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd |
| Annette Ryan | 1997 | 1996 - Bachelor of Commerce - - Deakin University ~ 1999 - Diploma of Financial Planning - - Financial Planning Association ~ 2008 - SMSF Strategies - - Self Managed Super Fund Association ~ 2010 - ASX Listed Products Accreditation Course - - LPAC Online ~ 2011 - Margin Lending Accreditation Program - - Financial Essentials |
| Anthony Andrean Ponti | 2016 | 1998 - Bachelor of Commerce - - University of Queensland ~ 2005 - CPA Public Practice Certificate - - CPA ~ 2013 - Superannuation - - KAPLAN |
| Bradley Alan Hunt | 2004 | 2000 - Bachelor Commerce/Arts - - University of Melbourne ~ 2003 - Chartered Accountant - - ICAA ~ 2007 - Graduate Diploma Financial Planning - - FINSIA ~ 2012 - Certified Financial Planner (CFP) - - Financial Planning Association ~ 2015 - Certificate IV in Finance and Mortgage Broking - - KAPLAN |
| Bradley James Waldon | 2016 | 2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of NSW ~ 2010 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia and New Zealand ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd |
| Brenton Vincent Burke | 2018 | 2006 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Curtin University of Technology ~ 2009 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia and New Zealand ~ 2011 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Carmel Filippone | 2011 | 2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2001 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia and New Zealand ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education |
| Catherine Louise Hall | 2016 | 1993 - Bachelor of Business - Accounting - Bachelor Degree (AQF 7) - University of Western Sydney ~ 1996 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia and New Zealand (CA) ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd (SMSF) |
| Christopher Alan East | 1999 | 1995 - Bachelor of Business - Bachelor Degree (AQF 7) - LaTrobe University ~ 1998 - Certified Practising Accountant - Professional Designations - CPA Australia ~ 2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 2008 - SMSF Specialist Advisor - Professional Designations - SMSF Association ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Christopher Michael Makulski | 2018 | 2004 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University ~ 2010 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Dallas Bradley Watt | 2016 | 1994 - Bachelor of Business - Bachelor Degree (AQF 7) - Central Queensland University ~ 1998 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Damian Cullura | 2003 | 2001 - Bachelor of Business Double Major in Accounting and Finance - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2004 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Daniel Alan Hodges | 2016 | 2009 - Bachelor of Business (Professional Accounting) - Bachelor Degree (AQF 7) - The University of New England ~ 2012 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Danielle Louise Pearce | 2016 | 1997 - Bachelor of Business (Accounting/ Business Management) - Bachelor Degree (AQF 7) - Charles Sturt University ~ 1999 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Darren Robert Kingdon | 2012 | 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Diploma of Financial Planning ~ 2004 - Master of Financial Planning - Masters Degree (AQF 9) - University of the Sunshine Coast ~ 2004 - Self-Managed Superannuation Funds - Diploma (AQF 5) - Tribeca |
| Elizabeth Frances Meiklejohn | 2018 | 2006 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University ~ 2010 - Chartered Accountant Program - Professional Designations - Chartered Accountants Australia and New Zealand (CA) ~ 2011 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd (SMSF) ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Francine Alexandrou | 2017 | 1993 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of Sydney ~ 1996 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education |
| Gavin Stewart Woolford | 2016 | 2009 - Graduate Diploma in Business (accountancy) - Graduate Diploma (AQF 8) - University of South Australia ~ 2012 - CPA Program - Professional Designations - CPA Australia Pty Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Gemma Anne Kovaloff | 2016 | 1984 - Bachelor of Business - Bachelor Degree (AQF 7) - The New South Wales Institute of Technology ~ 2013 - CPA Program - Professional Designations - CPA Australia Pty Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2026 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd |
| Gemma Heaney | 2016 | 2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Murdoch University ~ 2011 - CPA Program - Professional Designations - CPA Australia Pty Ltd ~ 2025 - MAI769 ETHICS FOR FINANCIAL SERVICES (INTENSIVE) - Bridging Course - Ethics - Deakin University |
| Gong Zhang | 2018 | 2009 - Master of Commerce - Masters Degree (AQF 9) - RMIT University ~ 2013 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia and New Zealand ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education |
| Gregory Troy Bentley | 2016 | 1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia ~ 2003 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia and New Zealand ~ 2012 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Harry Kyriakopoulos | 1995 | 1995 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of Sydney ~ 2005 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia ~ 2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2015 - Self-Managed Superannuation Funds - Certificate (AQF 1-4) - Financial Education Professionals ~ 2018 - Accredited Listed Product Adviser Program - Certificate (AQF 1-4) - Kaplan Professional |
| Jodie Melanie Domenica Hutton | 2016 | 1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Western Australia ~ 1998 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2014 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd ~ 2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| John Helmut Stankevicius | 2010 | 1987 - Bachelor of Economics (Accounting) - - Flinders University of South Australia ~ 2018 - Diploma of Financial Planning - - International Institute of Technology ~ 2018 - Principles in Self Managed Superannuation Funds - - International Institute of Technology |
| John Labib Yousef | 2018 | 1994 - Bachelor of Business - Bachelor Degree (AQF 7) - Northern Territory University ~ 2000 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2022 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| John Marinos | 2016 | 2005 - Master of Taxation - Masters Degree (AQF 9) - The University of Sydney ~ 2006 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| John Patrick Clarke | 1997 | 1991 - Bachelor of Business - Accounting - - The University of Southern Queensland ~ 2003 - Managed Investments - - CPA Australia ~ 2007 - Insurance (DFS 2) - - Mentor Education ~ 2009 - Self Managed Superannuation - - CPA Australia ~ 2010 - Margin Lending and Geared Investments - - Kaplan |
| Karen Maree Quagliata | 2016 | 2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Southern Queensland ~ 2003 - Bachelor of Commerce - - University of Southern Queensland ~ 2004 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2004 - Certified Practicing Accountant - - CPA Australia ~ 2012 - Diploma of Financial Services (Financial Planning) - - IIT ~ 2012 - Securities - - Kaplan ~ 2013 - Self Managed Super Fund Course - - Kaplan ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Karen Marie Gambles | 2006 | 1994 - Bachelor of Business - - University of Tasmania ~ 2006 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2018 - RG146 - - Terra Cordis |
| Kerry Lee Turnbull | 2018 | 2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2012 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Kesh Ewan Maclachlan | 2016 | 2008 - Master of Professional Accounting - Masters Degree (AQF 9) - University of Southern Queensland ~ 2011 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Kevin James Mottau | 2017 | 2004 - Bachelor of Business and Commerce - Bachelor Degree (AQF 7) - Monash University ~ 2006 - Chartered Accountant Program - Professional Designations - Chartered Accountants Australia and New Zealand (CA ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd (SMSF) |
| Lin Ngoc Thai | 2016 | 1995 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology, Sydney ~ 1999 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia and New Zealand ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd |
| Lisa Louise Evans | 2016 | 2011 - Bachelor of Accounting - Bachelor Degree (AQF 7) - Central Queensland University ~ 2014 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd |
| Magda Lucia Rocha Betlem | 2016 | 2006 - Bachelor of Business - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2013 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd |
| Maria Keszler | 2015 | 2007 - Bachelor of Business (Accoun ng) - Bachelor Degree (AQF 7) - University of South Australia ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education ~ 2025 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd |
| Mark Scott | 2016 | 2009 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia and New Zealand ~ 2015 - Master of Taxation - Masters Degree (AQF 9) - University of New South Wales ~ 2025 - MAI769 ETHICS FOR FINANCIAL SERVICES - Bridging Course - Ethics - Deakin University |
| Mark Zlokich | 2018 | 2008 - Bachelor of Business - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2011 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia and New Zealand ~ 2011 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Meri Tungate | 2006 | 1990 - Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University ~ 2003 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2006 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Nuno DE Sousa Godinho | 2003 | 1981 - Bachelor of Economics - - Monash University ~ 2004 - Specialist in Financial Planning - - CPA Australia ~ 2008 - Anti Money Laundering/Counter Terrorism Financing - - Mortgage & Finance Association of Australian ~ 2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2021 - FASEA Exam - Bachelor Degree (AQF 7) - FASEA |
| Preeti Malini Sharma | 2018 | 1998 - Bachelor of Arts - Bachelor Degree (AQF 7) - The University of the South Pacific ~ 2005 - CPA Program - Professional Designations - CPA Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Rachelle Heather Wilson | 2015 | 2009 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 2013 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia and New Zealand (CA) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education |
| Rebecca Dorothy Hinsley | 2018 | 2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Curtin University ~ 2009 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2012 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd ~ 2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Rebecca Holland | 2026 | 2024 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of New England |
| Richard Paul Heckendorf | 2016 | 1990 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Avondale College ~ 1995 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Roberto Marra | 2014 | 1999 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2001 - CPA Program - Professional Designations - CPA Australia Pty Ltd ~ 2024 - PC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Samuel Yip | 2000 | 2025 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited |
| Sarah Lorraine Keily | 2017 | 2010 - Bachelor of Business (Accounting & Financial Planning) - Bachelor Degree (AQF 7) - University of the Sunshine Coast ~ 2012 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd |
| Scott Anthony Abraham | 2016 | 1995 - Bachelor of Business Accounting - Bachelor Degree (AQF 7) - Charles Sturt University ~ 2013 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia and New Zealand ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd |
| Seamus Fennelly | 2009 | 2009 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology (IIT) ~ 2011 - Masters of Business and Commerce (finance specialisation) - Masters Degree (AQF 9) - University of Western Sydney ~ 2025 - ETHICS FOR FINANCIAL SERVICES (INTENSIVE) - Bridging Course - Ethics - Deakin University |
| Sean Robert Howells | 2017 | 2007 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2008 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia and New Zealand ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd |
| Shane David Teakle | 2003 | 1995 - Bachelor of Business - Bachelor Degree (AQF 7) - Deakin Universtity ~ 2016 - Advanced Dipolma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN Professional |
| Sophie Kate Poke | 2017 | 2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania ~ 2011 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd |
| Stacey Anne Mcdiven | 2018 | 2011 - Bachelor of Business - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 2015 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education ~ 2025 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Trina Gebhard-anderson | 2016 | 2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle ~ 2005 - CPA Program - Professional Designations - CPA Australia Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Troy Bradley Dobson | 2016 | 1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2000 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia and New Zealand ~ 2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2025 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd |
| Vanessa Elaine Rae | 2016 | 1994 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Canberra ~ 1997 - Chartered Accountant Program - Professional Designations - Chartered Accountants Australia and New Zealand (CA) ~ 2006 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd (SMSF) ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Xiaoli Wang | 2018 | 2004 - Bachelor of Commerce (With Honours) - Bachelor Degree (AQF 7) - University of Melbourne ~ 2004 - Bachelor of Commerce - - University of Melbourne ~ 2004 - Master of Accounting - - Central Queensland University ~ 2010 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia and New Zealand (CA) ~ 2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Zhongxiang Xie | 2017 | 2005 - Master of Commerce - Masters Degree (AQF 9) - The University of Sydney ~ 2013 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia and New Zealand ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education |