Affinia Financial Advisers Limited

AFS License Number
237857
Name
Affinia Financial Advisers Limited
ABN/ACN/ARBN
13085335397
Licensee issued
Jan. 19, 2004
Address
Sydney, 2000, NSW

Licence conditions

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;
debentures, stocks or bonds issued or proposed to be issued by a government;
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;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
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;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Aaron Levi Whitehead2010Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Commerce - Deakin ~ Self Managed Superannuation Funds - Kaplan
 Abolade Afisu Akamo2006Advanced Diploma of Financial Planning - Mentor ~ Diploma of Financial Planning - Mentor ~ Graduate Diploma of Applied Finance - Kaplan ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Abraham Aguilan2016Advanced Diploma of Financial Planning - Kaplan ~ SMSF Statement of Attainment - Kaplan
 Afrodite Castelli2012Advanced Investment Planning - Mentor ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Estate Planning - Mentor ~ Statement of Attainment - Self Managed Superannuation Funds - Mentor ~ Taxation - Mentor
 Alex Braun1983Australian Certified Investment Planner - Australian Investment Planners Association ~ Diploma of Financial Services (Distribution) - Deakin Financial Services Pty Ltd ~ Disability Income Sales Skills - Australian Lifewriters Association ~ Financial Planning Sales Skills - Association of Financial Advisors
 Alexander Murray Mcadam2006Diploma of Financial Planning - FINSIA (Kaplan Professional)
 Alfred John Farr2017Diploma of Financial Planning - Mentor Education
 Alison Farmer2018Diploma of Financial Planning - Kaplan
 Amien Joseph Sym1996Introduction to Financial Planning - Financial Planning Association ~ Investment Planning 1 - Kaplan ~ Risk Management and Insurance Planning - Financial Planning Association ~ Superannuation - Kaplan
 Amy Louise Kimber2018Advanced Diploma In Financial Planning - Mentor Education ~ Diploma in Financial Planning - Kaplan Professional Education
 Amy Nicholls2016Diploma of Financial Planning - Mentor
 Andrew O'brien2003Diploma Of Financial Planning - FPA - Financial Planning Association ~ Graduate Certificate in Business (Applied Finance) - QUT ~ RG 146 Assessment - KAPLAN
 Andrew Robert Joseph Hollow1994Bachelor of Business - Monash University ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds Statement of Attainment - Kaplan
 Angelo Gigliotti1998Bachelor of Financial Advising - UWS
 Anita Fasciani2008Bachelor of Finance - La Trobe University ~ Diploma of Financial Services (Financial Planning) - RMIT University ~ Self Managed Superannuation Funds - Kaplan
 Anne-marie Sammut2010Advanced Diploma of Financial Planning - Mentor ~ Diploma of Financial Planning - Mentor
 Anthony Ched Tornatora2004Bachelor of Commerce - Murdoch ~ Financial Planning and Wealth Creation - Securities Institute ~ Master of Business Administration - Murdoch ~ Risk Management for Financial Services Professionals - Integratech ~ Superannuation and Retirement Planning - Tribeca
 Benjamin Hayden-smith2017Bachelor of Arts - Macquarie ~ Diploma of Financial Services - Monarch ~ Master of Business Administration - Bond
 Benjamin James Tutton2015Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - International Institute of Technology ~ Self Managed Superannuation Fund Adviser - Mentor Education
 Benjamin Shearman2016Foundations of Financial Planning Part A - Generic - Kaplan ~ Foundations of Financial Planning Part B: Financial Planning - Kaplan ~ Insurance and Risk Protection - Kaplan ~ Securities and Managed Investments - Kaplan ~ Superannuation and Retirement Planning - Kaplan
 Brendan James Lynch1996Advanced Diploma of Financial Planning - Tribeca Learning ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Fellow Chartered Financial Practitioner - RG146 Mentor Australia ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Tribeca
 Bruce Wayne Fullerton1980ASIC PS 146 Individual Assessment Superannuation & Life Insurance - Financial Services Training & Assessment ~ Managed Investments & Securities Course - Royal & Sun Alliance Financial Services Program ~ PS 146 Training Course 2 Life Insurance & Insurance Broking - Financial Services Training & Assessment ~ PS 146 Training Course 3 Superannuation - Financial Services Training & Assessment ~ PS 146 Training Course 4 Financial Planning - Financial Services Training & Assessment
 Cameron Thornton Reed2006Bachelor of Economics - UNE ~ Diploma Financial Services - Kaplan ~ Grad Diploma Financial Management - UNE ~ SMSF Specialist Advisor - SMSF Association
 Catherine Anne Jenkins2015Bachelor of Economics - LaTrobe University ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma in Applied Finance and Investment - Securities Institute Finsia
 Chadwick Candappa2011Diploma of Financial Services (Financial Planning) - RG146 Training Group/Mentor
 Charmaine Searle2014Diploma of Financial Planning - Integrity Education
 Chris Peter Markopoulos2007Bachelor of Business - RMIT ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Estate Planning - Kaplan ~ Financial Markets and Economic Principles - Kaplan ~ Taxation Planning - KAPLAN
 Christian Walter Egan2008ASX Listed Products Accreditation Course - LPAC Online ~ Advanced Diploma of Financial Planning - Mentor ~ Diploma of Financial Services (Financial Planning) - Mentor ~ Self Managed Superannuation Fund - Mentor
 Christopher John Brown2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Management) - Edith Cowan University (ECU) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Christopher Marc Burton2009Advanced Diploma of Financial Planning - Integrity ~ Bachelor of Arts - Latrobe ~ Diploma of Financial Services (Financial Planning) - AMP Financial Planning ~ Master of Business Administration - Southern Cross
 Christopher Mark Whatley1990Diploma of Financial Planning - Kaplan Professional
 Christopher Scott Reid2011Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Fellow Chartered Financial Practioner - Kaplan Professional Education ~ Self Managed Super Fund Accreditation - Kaplan Professional Education
 Christopher Stylianou2014Bachelor of Business Administration (Marketing) - Berkeley College ~ Diploma Financial Planning - Monarch Institute ~ Specialist SMSF Course - Cavendish & ICFS ~ Tier 1 Margin lending Personal Advice (Certificate of Completion) - Kaplan
 Clinton Geoffrey Edwards2016Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Securities and Managed Investments - Kaplan
 Clinton Michael Teitz2018Diploma of Financial Planning - Mentor Education
 Corinne Louise Gepp2001Applied Self Managed Super Fund Advice - Australian Executor Trustees ~ Diploma of Financial Planning - Mentor ~ Margin Lending and Geared Investments - Kaplan
 Courtney Michelle Noble2002Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd
 Craig Elmo Gunawardana2009Bachelor Degree - Commerce - Deakin University
 Craig Norman Saville2000Advanced Diploma of Financial Planning - Kaplan ~ Diploma - Company Directors Course - Australian Institute of Company Directors ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma - Banking Management - Macquarie Graduate School of Management
 Craig Russell Tschirpig2006Advance Diploma of Financial Services - Kaplan ~ Bachelor of Business (Accounting) - Central Queensland University ~ Chartered Tax Adviser - Tax Institute ~ Diploma of Financial Services - Tribeca ~ SMSF Specialist Adviser - SMSF Association
 Damion Angelo Emmanuel2006Diploma of Financial Services - Kaplan
 Damon Smith2015Bachelor of Economics - University of Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Graduate Diploma of Applied Finance and Investment - Finsia ~ Self Managed Superannuation Funds - Kaplan
 Daniel John Jones2006Diploma of Financial Services (Financial Planning) - Kaplan
 Daniel Paul Alomes2014Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce (Accounting) - University of Tasmania ~ Diploma of Financial Planning - Kaplan ~ SMSF - Kaplan
 Daniel Williams2017Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Pinnacle Financial Services Academy
 Danielle White2015Bachelor of Financial Advising - University of Western Sydney ~ Margin Lending (Knowledge & Skills) - Kaplan
 Danush Sebastian Fernando2018Bachelor of Business & Commerce (Applied Finance) - University of Western Sydney ~ Diploma of Financial Planning - Monarch
 Darron Patrick Rippon2000Advanced Diploma of Financial Services - Kaplan Professional ~ Diploma of Financial Services - Kaplan Professional
 David Bernard Costa2003Advanced Diploma - Financial Planning - Tribeca
 David Blakis2001Bachelor of Commerce - La Trobe University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ SMSF - eFinancial Essentials
 David Charles Gates1986Diploma of Financial Services (FP) - Kaplan
 David Eugene Braun2014Life Insurance (Personal Advice) - Mentor Education ~ Managed Investments & Securities (Personal Advice) - Mentor Education ~ Superannuation (Personal Advice) - Mentor Education
 David John Lakey1995Diploma of Financial Planning - FPA
 David John Rylah2013Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Intellitrain Training Australia ~ SMSF Accreditation - Monarch Institute
 David Sidhu2003Advanced Diploma of Financial Services - Kaplan ~ Bachelor of Business - University of New England ~ Dip Financial Services - Kaplan ~ SMSF Specialist Advisor - SMSF Association
 Dean Ashley Hines2007Bachelor of Business - Mitchell College of Advanced Education ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Diane Dai Jing Cui2012Accredited Listed Product Adviser Program - Kaplan ~ Diploma of Financial Services (Financial Planning) - Investment Banking Institute (IBI)
 Domenic Tempone2017Pinnacle FNS Training Package - Superannuation & SMSF (including LRBA) - Pinnacle Financial Services Academy
 Domenico Rebuffo2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Drew Claude Browne2002ADV Dip FS (Financial Planning) - International Institude of Technology ~ Certificate Margin Lending - International Institude of Technology ~ DIP Financial Services (Financial Planning) - Kings's International College ~ Statement of Attainment SMSF - International Institude of Technology
 Elizabeth Ann Maroney1991CFP - Financial Planning - Deakin University
 Ellie Farmer2018Diploma of Financial Planning - Kaplan ~ Managed Investments - Kaplan
 Eric Xiao LU Bao2013Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor Of Commerce - University Of New South Wales ~ Diploma of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Frank Joseph Schaechtili1989ASX Accrediated Products - Kaplan ~ DFP - FPA ~ Margin Lending & Geared Investments - Kaplan ~ SMSF - Kaplan ~ Taxation Planning - Intergratec-UTS
 Gary Pizzo1996Bachelor of Business - Victoria University ~ Diploma of Financial Planning - Investment Banking Institute (IBI) ~ Graduate Diploma in Applied Finance - Securities Institute ~ Self Managed Superannuation Funds - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Gavin Aitkins2015Bachelor of Business (Human Resource Management) - Edith Cowan University ~ Diploma of Financial Planning - International Institute of Technology (IIT)
 Gavin Patrick Ryan2010Diploma of Financial Planning - Mentor Education ~ Financial Advice Fundamentals - Mentor Education ~ Life Insurance - Mentor Education ~ Superannuation - Mentor Education
 George Daniel Hlawaty1991Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending & Geared Investments - Kaplan Professional ~ SMSF Specialist Advisor - SPAA ~ Self Managed Superannuation Funds - Tribeca
 Glenn Peter Maher1992Diploma in Financial Services - King's International College
 Glenn Rayner Meuwissen1990ASX Listed Products Accreditation Course - LPAC Online ~ Certified Financial Planner - Financial Planning Association ~ Diploma in Financial Planning - FPA / Deakin University
 Graeme Ronald Dunn2009Bachelor of Commerce - University of Melbourne ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Graham John Mason1976Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Graham Paul Hutton1984Diploma of Financial Services - National Insurance Brokers Association
 Gregory Jack Lisk2002Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma of Applied Finance and Investment - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Harris Hadjiharalambous2014Diploma in Financial Planning - Monarch Institute ~ Specialist SMSF Course - Cavendish & ICFS ~ Tier 1 Margin lending Personal Advice (Certificate of Completion) - Kaplan
 Haydn William Gannon2013Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - Curtin University of Technology ~ Diploma of Financial Services (Financial Planning) - Pinnacle ~ Securities - Kaplan
 Heidi Narelle Schwegler2007Bachelor of Business (Financial Planning) - RMIT University ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds Statement of Attainment - Kaplan
 Helen Smith2018Diploma of Financial Planning - Mentor Education
 Hoai Ninh2015Bachelor of Finance - LaTrobe University ~ Diploma of Financial Planning - Kaplan ~ Master of Professional Accounting - Kaplan Business School
 Ian Lawrence Wheeler1983Diploma in Financial Services - Deakin
 Ian Mallinson2012Bachelor of Business - Curtin University
 James Patrick Menezies2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Economics - University of Western Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan
 Jason Alexander Mcgregor2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Applied Finance - Kaplan
 Jason Chew2009Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Traineeship Management Australia ~ SMSF - Kaplan
 Jeffrey Osborne2000Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Tribeca
 Jennifer Southgate1989Diploma of Financial Services (Financial Planning) - Integratec
 Jenny Giaquinta2018Bachelor of Business (Banking and Finance) - Victoria University ~ FSC Superannuation Generic Knowledge Program - ANZ ~ Statement of Attainment (Commercial Law for Tax) - Mentor Education
 Jeremy Lee Grasnick2015Advanced Diploma of Financial Services - International Institute of Technology
 Joel Fyson2010Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business and Commerce - Monash University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 John Joseph Stitt1996Diploma of Financial Planning - International Institute of Technology
 John Katsaras2006Bachelor of Economics - Monash University ~ Diploma of Financial Services (Financial Planning) - Kaplan
 John Lester Payne1992Accredited Listed Product Adviser Program - Kaplan ~ Diploma of Financial Planning - FPA ~ Margin Lending - MLC ~ SMSF - SPAA
 John William Redmond2006Bachelor of Business (Accounting) - Chisholm Institute of Technology ~ Diploma of Financial Services - Dover Financial Training
 Jonathon Hoang Nguyen2015Bachelor of Management (Banking & Finance) - University of South Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Joseph Thoai Doan2018Diploma of Financial Planning - Mentor
 Joshua Colin Stewart2011Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending/Gearing SMSF - Kaplan ~ Master of Applied Finance - Kaplan ~ SMSF Specialist Adviser - Kaplan Professional
 Joshua Stone2006Diploma of Financial Planning - Kaplan
 Judith Mary Noble2002ASIC PS 146 Individual Assessment: Superannuation & Life Insurance - Financial Services Training & Assessment Pty Ltd ~ Introduction to Financial Planning - Financial Planning Association ~ Managed Investments and Securities Course - Financial Services Training & Assessment Pty Ltd ~ Risk Management & Insurance Planning - Financial Planning Association
 Justin Van Haren2006ASX Listed Products Accreditation Course - LPAC ~ Diploma of Financial Planning - Financial Planning Association of Australia Limited ~ Margin Lending and Geared Investments - Kaplan ~ Specialist Self Managed Superannuation Funds - IIT
 Kai Zhang2015Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Master of Finance - RMIT University ~ Master of Practising Accounting - Monash University
 Kerry Marie Mitchell1989Diploma of Financial Planning - FPA
 Kevin William Lloyd-woods1980Diploma of Financial Planning - Deakin University
 Kristian Brian Gray2013Bachelor of Business (Accounting) - Victoria University ~ Financial Services Training Package - Terra Cordis ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan
 Kristy-lee Lambert2015Diploma of Financial Planning - Monarch Institute ~ Statement of Attainment - SMSF - Monarch Institute
 Lachlan Charles Hudson Baker1995Diploma of Financial Services - Financial Services Training and Assessment ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Lauren Isles2012Diploma of Financial Services - International Institute of Technology
 Laurence Mccarthy2000Diploma of Financial Services (Financial Planning) - AMP Financial Planning ~ self managed super funds - mentor education
 Liam Price2003Advanced Diploma of Financial Services (Financial Planning) - MLC ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Provide Advice in Margin Lending - MLC
 Libero Dalla Zuanna2000Diploma - Financial Planning - Financial Planning Association of Australia
 Lucy Boulos2017Accredited Listed Product Adviser Program - Kaplan ~ Diploma Of Financial Planning - Monarch ~ Statement of Attainment - SMSF - Monarch
 Malcolm Edward Evans2009Bachelor of Commerce - Curtin University ~ CFP Certification Program - Financial Planning Association of Australia ~ Graduate Diploma of Applied Finance (Financial Planning) - Kaplan Professional
 Marcus O'sullivan2017Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute ~ Statement of Attainment Self-Managed Superannuation - Monarch Institute
 Mark Adrian Hegney2012Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Cert 2 in Security Operations - Valiant Security Services ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - Kaplan Professional (formerly FINSIA) ~ Gearing & Margin Lending - Kaplan Professional
 Mark Edwards2007Bachelor of Commerce (Property and Finance) - Curtin University of Technology ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Mark Simon Crowe2008Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Mary Ursula Joanna Campbell2010Bachelor Degree - Commerce - University of Canberra ~ CPA Accreditation - CPA Australia ~ Margin Lending & Geared Investments - Kaplan
 Mathew Barr2015Advanced Diploma of Financial Planning - Kaplan
 Matthew Cascun2014Bachelor of Business (Financial Planning) - RMIT University ~ Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology
 Matthew Hol1994Bachelor of Business (Accounting) - Deakin University ~ Certified Financial Planner - FPA ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Margin Lending - Mentor ~ Self Managed Superannuation Fund - Mentor
 Meegan Elizabeth Kundu2014Diploma of Financial Planning - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan Professional Education
 Melissa Papadimas2013Bachelor of Business (Financial Planning) - RMIT University
 Michael Lawes2017Advanced Diploma Financial Services - Kaplan ~ Bachelor of Business Management - Monash
 Mikhail Eikelis2013Advanced Diploma of Financial Planning - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - Monash University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Morris Richard Winestone2005Diploma of Financial Services (Financial Planning) - Tribeca (Kaplan)
 Nathan Fradley2011Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business (Economics Finance) - Swinburne University of Technology ~ Margin Lending Statement of Attainment - Mentor ~ Self Managed Super Funds - Kaplan
 Nathan Frank Treloar2012Advanced Diploma of Financial Planning - Mentor ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ KFP5v3 Tax of Financial Advising - Kaplan ~ TASACLv1 Commercial Law - Kaplan
 Paul Beckman2015Entry Level Competencies - Kaplan ~ Investment Planning 1 - Kaplan ~ Risk Management - Kaplan ~ Superannuation & Retirement Planning - Kaplan
 Peter Chris Carroll2004Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Peter John Walsh2010Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Peter Landers1992ASX Listed Product Accreditation Course - LPAC Online ~ Certified Financial Planner - Financial Planning Association of Australia ~ Master of Business Administration - RMIT University ~ University of Southern Queensland - Bachelor of Business
 Peter Lapthorne1999Advanced Diploma of Financial Planning - Mentor ~ Diploma of Financial Services (financial Planning) - Tribeca
 Pietro Toperoso1979Insurance Planning: Principles & Applications - Independent Centre of Financial Training ~ Managed Investments - IntegraTec ~ Retirement Planning - Independent Centre of Financial Training
 Prudence Alicia Lawson2000Diploma of Financial Planning - Financial Planning Association ~ Statement of Attainment Margin Lending - Kaplan ~ SuperConcepts & ICFS Specialist SMSF - University of Adelaide
 Rachel Bell2012Advanced Diploma of Financial Services (Financial Planning) - Three Sixty ~ Diploma of Financial Markets - FINSIA (Kaplan) ~ Diploma of Financial Services (Financial Planning) - Three Sixty ~ Margin Lending - Kaplan
 Ralph William Woods2005928 Margin Lending Knowledge & Skills - Kaplan ~ Advanced Diploma Financial Planning - AAMC Training Group ~ Diploma Financial Services - AAMC Training Group ~ SMSF - AAMC Training Group
 Raphael Albert Shamai2004Advanced Diploma of Financial Services (FP) - Kaplan ~ Bachelor of Business (Banking & Finance) - Monash University ~ Certificate in Financial Markets - Securities Institute ~ Diploma in Financial Advising - Securities Institute ~ Diploma of Financial Services (FP) - Tribeca
 Raphael Jude Fernandez2016Graduate Diploma in Financial Planning - Finsia ~ Margin Lending - Kaplan ~ SMSF - Kaplan
 Richard James Dennis2000Certificate of Superannuation Management - Australian Insurance Institute ~ Diploma of Financial Planning - Financial Planning Association & Deakin University ~ Diploma of Management - Deakin University
 Riley Abbott2013Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT)
 Royce William Noble1970ASIC PS 146 Individual Assessment: Superannuation & Life Insurance - Financial Services Training & Assessment Pty Ltd ~ Basic Competencies Training Program: DFP1 & DFP2 - GWM Adviser Services Limited ~ Managed Investments & Securities Course - Financial Services Training & Assessment Pty Ltd
 Sacha Burchgart2011Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services - Kaplan ~ SMSF Certification - Mentor Education
 Sam Tabit2000Graduate Diploma of Applied Finance and Investment - Securities Institute ~ Margin Lending - Integrity Education Group ~ Master of Financial Planning - RMIT University ~ Money Market Module - The Securities Institute of Australia ~ Self Managed Superannuation Funds - ASFA
 Sammy Rubin2015Bachelor of Business (Accounting) - Monash University ~ CPA Program - CPA Australia ~ Graduate Diploma Financial Planning - Securities Institute ~ SMSF & Margin Lending Statement of Attainment - Monarch Institute
 Sandra Hannah Miller2006Bachelor of Commerce (Accounting Major) - Monash University ~ Chartered Accountant - ICAA ~ Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd
 Sarah Theresa Dickson2006Advanced Diploma - Financial Planning - Kaplan Education Pty Ltd ~ Bachelor Business (Marketing) - Southern Cross University ~ Diploma of Financial Services (FP) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Scott Andrew Wilding1996Diploma - Financial Planning - Deakin University
 Shane Bill Crowley2007Diploma of Financial Services (Financial Planning) - Mentor Education
 Shannon Crilly2015Bachelor of Commerce - University of Wollongong
 Sonia Dallimore1999Bachelor of Business (International Trade) - Monash University ~ Diploma of Financial Planning - Financial Planning Association
 Stacey Sykes2002Advanced Diploma Financial Services - Tribeca ~ Certificate IV Financial Planning - Integratec ~ Diploma Financial Services - Tribeca ~ Super Concepts & ICFS Specialist SMSF - University of Adelaide
 Stephen Clifford Bratby2011Advanced Diploma of Financial Services (Financial Planning) - Monarch ~ Bachelor of Business (Human Resource Management) - Queensland University of Technology ~ Cavendish & ICFS Specialist SMSF - University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending & Geared Investments - Kaplan
 Stephen Landers2017Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan
 Stewart John Furniss2017Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - Traineeship Management Australia
 Stewart Ward2001Diploma of Life Insurance - Australian Insurance Institute
 Stuart Gordon Mcgilvray2009Bachelor of Business (Financial Planning) - RMIT University ~ Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) - Finsia ~ Margin Lending and Geared Investments - Statement of Attainment - Kaplan ~ Self Managed Superannuation Fund - Statement of Attainment - Kaplan
 Tadeusz Sieczka1976Diploma of Financial Planning (DFP1, DFP2, DFP3, DFP4) - Financial Planning Association ~ Diploma of Financial Services (Insurance Broking) - National Insurance Brokers Association
 Tenille Casey Treloar2006Advanced Diploma of Financial Planning - Mentor ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning
 Theodore John Marynowski2018Bachelor of Commerce - Bond University ~ Diploma of Financial Planning - Mentor Education
 Thomas George Mccarthy1999ASX Listed Products Accreditation Course - LPAC Online ~ Margin Lending and Geared Investments - Kaplan ~ RG146 Competency - RMIT ~ SMSF - Kaplan ~ Tax Planning - Kaplan
 Thuy Anh Thi Nguyen2011Bachelor of Business (Financial Risk Management) - Victoria University ~ Diploma of Business (Banking & Finance) - Victoria University
 Tiffanie Ann Watling2017Accredited Listed Product Adviser Program - Kaplan Professional ~ Diploma of Financial Planning - Monarch Institute ~ Statement of Attainment - Margin Lending - Monarch Institute
 Timothy Alan Farmer2011Life Insurance - Pinnacle ~ Superannuation - Pinnacle
 Timothy Allan Benson2014Diploma of Financial Planning - Mentor ~ Provide Advice in Margin Lending - Monarch Institute
 Timothy Henry2009Bachelor of Business (Banking and Finance) - Monash University ~ Graduate Certificate in Financial Planning - Finsia ~ Graduate Diploma in Applied Finance - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Tobias Ian Mckay2008Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Bachelor of Business (Financial Planning) - RMIT ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Toni Smilevski2009Advanced Diploma of Financial Planning - Investment Banking Institute ~ Diploma of Financial Services - Investment Banking Institute ~ Margin Lending - Kaplan ~ SMA Accreditation - Product Competency - MLC
 Travis Lecornu2000Diploma of Financial Advising - Securities Institute of Australia
 Trevor Benson1990Advanced Diploma of Financial Services - Tribeca ~ Certificiate IV Finance/Mortgage Broking - Kaplan
 Tyson Adam Roberts2018Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Commerce (Accounting) - University of Ballarat ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Commerce (Finance) - University of Sydney
 Vanissa Helen NA Ranong2005Advanced Diploma of Financial Services (Financial Planning) - FPA ~ Bachelor of Economics - Monash ~ Graduate Diploma Applied Finance & Investment - Securities Institute of Australia ~ Margin Lending & Geared Investments - Kaplan ~ SMSF - Mentor
 Wade John Mcevoy2011Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce (Accounting) - University of Southern Queensland ~ Diploma of Financial Planning - Kaplan Professional Education
 Warrick James Dickson1995Bachelor of Business - Federation ~ Diploma of Financial Planning - Monarch ~ Graduate Diploma Applied Finance and Investment - Securities Institute ~ SMSF Specialist Advisor - SPAA
 Wayne Ernest Brown2018Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan
 Wayne Hughes2015Diploma Financial Markets - SIA ~ Diploma Financial Planning - Deakin ~ MBA - Newcastle
 Wendy Anne Plant1998Accredited Listed Product Adviser Program - Kaplan ~ Diploma of Financial Planning - Deakin University
 Wesley Steer2018Bachelor of Accounting - Latrobe University ~ Bachelor of Finance - Latrobe University
 Wisam Sarayeldin2014Advanced Diploma Of Financial Planning - Kaplan Professional Education ~ Bachelor of Business and Commerce (Applied Finance) - University of Western Sydney ~ Diploma Of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional Education
 Xin Zhou2018Bachelor of Commerce in Management Science - University of Canterbury, NZ ~ Diploma of Financial Planning - Mentor