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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
 Aaron Zelman2004Bachelor of Arts - Monash University ~ Bachelor of Business - Monash University ~ Master of Financial Planning - RMIT
 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
 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 Kambouroglou2015Bachelor of Arts - University of Wollongong ~ Graduate Diploma of Financial Planning - Securities Institute Education
 Alexander Murray Mcadam2006Bachelor of Commerce (Finance) - University of Wollongong ~ Diploma of Financial Planning - FINSIA (Kaplan Professional) ~ Graduate Diploma in Financial Planning - Kaplan
 Alexander Ross Eades2001Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Cavendish & ICFS Specialist SMSF Course - Uni of Adelaide ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Fellow Chartered Financial Practitioner - AFA
 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
 Andrew Christopher Duckett2013Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Gradulate Diploma of Financial Planning - Kaplan Professional
 Andrew O'brien2003Diploma of Financial Planning 1-8 - FPA ~ FPC001B Economic and Legal Context for Financial Planning - Kaplan ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan ~ FPC007B Client Engagement Skills - Kaplan ~ Graduate Certificate in Business (Applied Finance) - QUT
 Andrew Robert Joseph Hollow1994Bachelor of Business - Monash University ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds Statement of Attainment - Kaplan
 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
 Ashton Giles Cramond2018Accredited Listed Product Adviser Progam - Kaplan Profession ~ Bachelor of Commerce - Bond University ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 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
 Brad Malen Rumbelow1996Diploma of Financial Planning - FPA
 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
 Brian Douglas Rafton2003Diploma of Financial Services (Financial Planning) - AMP Financial Services ~ Self Managed Superannuation Funds - Kaplan Professional ~ Statement of Attainment Securities - Kaplan Professional
 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
 Bruce William Jellis2007Diploma of Financial Services (Distributions) FNBG50199 - Deakin Financial Planning,
 Cameron Gordon Martin0Bachelor of Business (Accountancy) - RMIT ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Higher Education ~ Graduate Diploma of Financial Planning - Kaplan Higher Education
 Cameron Thornton Reed2006Bachelor of Economics - UNE ~ Diploma Financial Services - Kaplan ~ Grad Diploma Financial Management - UNE ~ SMSF Specialist Advisor - SMSF Association
 Catherine Mary Shelvey2015Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - ASFA
 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 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 Barry Fleming2014Bachelor of Science (Biomedical Science) - University of the Sunshine Coast ~ Certificate of Completion - Superannuation & Life Insurance - Kaplan ~ Master of Business (Applied Finance) - Queensland University of Technology ~ Statement of Attainment - Managed Investments & Securities - 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
 Clive Levinthal2018Bachelor of Science - University of Witwatersrand ~ Chartered Financial Analyst - Association for Investment Management and Research ~ DFP5v5 Tax for Financial Advising (Certificate of Completion) - Kaplan ~ Statement of Attainment RG146 Knowledge Assessment - Financial Education Professionals ~ TASACLv2 Commercial Law (Certificate of Completion) - Kaplan
 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 of Commerce - Deakin ~ Diploma of Commerce - MIBT Deakin Toorak ~ FPC002B Ethics and Professionalism in Advice - Kaplan
 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 Ross Shainfeld2002Adv Diploma of Financial Services (Fin Planning) - Kaplan ~ Diploma of Financial Services (Fin Planning), FNB50802 - Kings International College
 Craig Russell Tschirpig2006Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Kaplan ~ Bachelor of Business(Accounting) - Central Queensland University ~ Chartered Accountant Program - Institute of Chartered Accountants ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF Specialist Advisor - SMSF Association
 Dale Robinson1997Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Damon Smith2015Bachelor of Economics - University of Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ FPC002B Ethics and Professionalism in Advice - Kaplan ~ Graduate Diploma of Applied Finance & Investment - Securities Institute ~ Self Managed Superannuation Funds - Kaplan
 Daniel John Jones2006Diploma of Financial Services (Financial Planning) - Kaplan ~ Graduate Certificate in Business (Applied Finance) - QUT
 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
 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 ~ FPC002B - Kaplan Professional Education ~ 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 Sidhu2003Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Kaplan ~ Bachelor of Business - Southern Cross University ~ Chartered Accountant Program - CAANZ ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan
 Dishna Wijenayake2013Bachelor of Business (Management & Marketing) - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Holmesglen TAFE ~ Master of Practicing Accounting - Monash University (Caulfield) ~ SMSF Specialist Adviser (SSA) - SMSF Association
 Domenic Tempone2017Pinnacle FNS Training Package - Superannuation & SMSF (including LRBA) - Pinnacle Financial Services Academy
 Eduardo Delacruz2002ASX Listed Products Accreditation Course - Savings Factory with Atax ~ Bachelor of Commerce (Finance) - University of Wollongong ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Financial Essentials - Self Managed Superannuation Fund Adviser Education Program - Financial Planning Association ~ Margin Lending and Geared Investments - Kaplan
 Elizabeth Ann Maroney1991CFP - Financial Planning - Deakin University
 Farrell Spungin2008Bachelor of Commerce - University of South Africa ~ Diploma of Financial Services (Financial Planning), FNS50804 - Mentor Education - PS146 Training Australia
 Gavin Aitkins2015Bachelor of Business (Human Resource Management) - Edith Cowan University ~ Diploma of Financial Planning - International Institute of Technology (IIT)
 Geoffrey David Blackmore1973Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan ~ Statement of Attainment Managed Investments - Kaplan ~ Statement of Attainment Margin Lending - Kaplan ~ Statement of Attainment Securities - Kaplan
 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
 Gerard Werner Rust2010Diploma of Financial Services (Financial Planning) - Mentor Education ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Margin Lending, Statement of Attainment, - Kaplan ~ Master of Applied Finance - Kaplan Professional ~ Self Managed Superannuation Funds, Statement of Attainment, - Kaplan
 Glenn Peter Maher1992Diploma in Financial Services - King's International College
 Harris Hadjiharalambous2014Diploma in Financial Planning - Monarch Institute ~ Specialist SMSF Course - Cavendish & ICFS ~ Tier 1 Margin lending Personal Advice (Certificate of Completion) - Kaplan
 Hayden George Pike2017Bachelor Finance - La Trobe University
 Heidi Narelle Schwegler2007Bachelor of Business (Financial Planning) - RMIT University ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds Statement of Attainment - Kaplan
 Hoai Ninh2015Bachelor of Finance - Latrobe University ~ Diploma of Financial Planning 50615 - Kaplan ~ Master of Professional Accounting - Kaplan
 Ian Mallinson2012Bachelor of Commerce - Curtin University ~ Diploma in Economics & Finance - Curtin University
 James Patrick Menezies2006Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Kaplan ~ Bachelor of Economics - University of Western Australia ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 James Raymond Farrelly2011Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce (Marketing) - University of Adelaide ~ Statement of Attainment Margin Lending - Kaplan ~ Statement of Attainment SMSF - Kaplan
 Jamil Youssef2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business & Commerce (Applied Finance) - University of Western Sydney ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma o Financial Planning - Kaplan
 Jane Florence Pryor2001Estate Planning - Tribeca ~ Investment Planning 1 - Tribeca ~ Risk Management for Financial Services Professionals - Integratec ~ Superannuation & Skills (924) - Kaplan ~ Taxation Planning - Tribeca
 Jason Alexander Mcgregor2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Certified Financial Planner - FPA ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Applied Finance - Kaplan ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Jason Chew2009Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Traineeship Management Australia ~ SMSF - Kaplan
 Jason Lukjanenko2005Bachelor of Business - UTS ~ Cavendish & ICFS Specialist SMSF course - Cavendish & ICFS ~ Diploma of Financial Services (Financial Planning) - AMP ~ Taxation Planning Certificate of Completion - Kaplan ~ Tier 1 Margin Lending - Personal Advice, Certificate of Completion - Kaplan
 Jeffrey Osborne2000Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Tribeca
 Jennifer Southgate1989Diploma of Financial Services (Financial Planning) - Integratec
 Jesmond William Azzopardi1995CFP - Financial Planning Association of Australia ~ Diploma of Financial Planning - FPA ~ Margin Lending Accreditation Program - Deakin Prime ~ Self Managed Superannuation Funds - Kaplan Professional
 John Katsaras2006Bachelor of Economics - Monash University ~ Diploma of Financial Services (Financial Planning) - Kaplan
 John Patrick Mackrell2011Bachelor of Commerce - University of Tasmania ~ Certified Financial Planner - Financial Planning Association ~ Graduate Diploma of Financial Planning - FINSIA
 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
 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 Mitchell2005Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Justin Tyne2001Certificate of Completion Tier 1 Margin Lending: Personal Advice - Kaplan ~ Graduate Diploma in Financial Planning - Securities Institute Education ~ Self Managed Superannuation Funds - Kaplan
 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
 Kerry Marie Mitchell1989Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - FPA ~ SuperConcepts & ICFS Specialist SMSF Course - The University of Adelaide
 Kevin William Lloyd-woods1980Diploma of Financial Planning - Deakin University
 Khai Tuan Phan2003Bachelor of Commerce in Finance - The University of New South Wales ~ Bachelor of Laws - The University of New South Wales ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan
 Kim Ronald White2018Advanced Diploma of Financial Planning FNS60415 - Mentor Education Group ~ Diploma of Financial Planning FNS50804 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Kirsty Marie Watman2017Diploma of Financial Planning - Mentor
 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
 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
 Lloyd Grant Levin2005Diploma of Financial Services (Financial Planning), FNS50804 - Mentor Education
 Marcus Cameron Nicholls2004Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Cavendish Self Managed Superannuation Funds - University of Adelaide ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 ALPA - Kaplan Australia
 Marcus O'sullivan2017Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute ~ Statement of Attainment Self-Managed Superannuation - Monarch Institute
 Mark Butters1996Fellow Chartered Financial Practitioner - Mentor ~ SMSF Financial Planning - Mentor
 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 Sacks2004FNB50802 Diploma of Financial Services (Financial Planning) - King's International College ~ FNB50802 Diploma of Financial Services (Financial Planning) - King's International College
 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 ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan Professional Education
 Melissa Papadimas2013Bachelor of Business (Financial Planning) - RMIT
 Melissa Rose Minervini2018Certificate of Completion Securites and Managed Investments - Kaplan ~ Diploma of Financial Planning - Kaplan
 Michael Lawes2017Advanced Diploma Financial Services - Kaplan ~ Bachelor of Business Management - Monash
 Morris Richard Winestone2005Diploma of Financial Services (Financial Planning) - Tribeca (Kaplan)
 Nathan Fradley2011Advanced Diploma of Financial Services (Financial Planning) FN60404 - Kaplan ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan ~ FChFP - AFA/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
 Nilam Chhotubhai Damania2017Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Monarch Institute ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business in Accounting and Finance - University of Technology Sydney ~ SMSF Statement of Attainment - Monarch Institute
 Pamella Joy Nicholson2000Diploma of Financial Planning - FPA ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 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
 Ralph William Woods2005928 Margin Lending Knowledge & Skills - Kaplan ~ Advanced Diploma Financial Planning - AAMC Training Group ~ Diploma Financial Services - AAMC Training Group ~ FChFP - AFA ~ SMSF - AAMC Training Group
 Raphael Jude Fernandez2016Graduate Diploma in Financial Planning - Finsia ~ Margin Lending - Kaplan ~ SMSF - Kaplan
 Rex Andrew Bell1999CertIV in Finance and Mortgage Broking - Securities Institute ~ Certified Financial Planner (CFP) - FPA ~ Diploma of Financial Planning - FPA ~ Self Managed Superannuation Funds - Kaplan
 Riste Jurukovski1999Investment Planning 1 - Tribeca ~ Planning and Retirement (FPA4) - FPA ~ Risk management and Insurance (FPA2) - FPA ~ Taxation Planning - Tribeca
 Sacha Burchgart2011Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services - Kaplan ~ SMSF Certification - Mentor Education
 Sally Luxford2002Advanced Diploma of Financial Planning - Kaplan Professional
 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
 Sandra Lau2002Bachelor of Business - RMIT ~ Certified Financial Planner - Financial Planning Association ~ DFP008 - Financial Planning Association ~ Margin Lending and Geared Investments - Kaplan Professional ~ SMSF Adviser Education Program - Financial Planning Association
 Scott Andrew Wilding1996Diploma - Financial Planning - Deakin University
 Sebastian Joseph Wolf2018Bachelor of Business Administration - Macquarie University ~ Diploma of Financial Planning - Kaplan Professional ~ Statement of Attainment, Managed Investments Securities - Kaplan
 Shawn Damian French2007Advanced Diploma of Financial Planning FNS60404 - Tribeca ~ Certificate 4 Banking & Finance - Royal Melbourne Institute of Technology (RMIT) ~ Diploma of Financial Planning FNS50804 - Tribeca ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA)
 Simon Gerard Little2005Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Siu Man Lily MO2002Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Commerce - The University of Western Sydney ~ Self Managed Superannuation Funds - Tribeca
 Sonia Dallimore1999Bachelor of Business (International Trade) - Monash University ~ Diploma of Financial Planning DFP1-8 - FPA Deakin ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional Education
 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 ~ Graduate Diploma in Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Stephen Leslie Fitridge1982Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Stephen Philip Harland2013Advanced Diploma of Financial Planning - Integrity ~ Diploma of Financial Planning - Monarch ~ Tier 1 Margin Lending - Kaplan
 Timothy Alan Farmer2011Diploma of Financial Services (Financial Planning) FNS50804 - Life Insurance - Pinnacle ~ Superannuation - Pinnacle
 Timothy DE Luca2005Bachelor of Business (Applied Economics), - Victoria University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Graduate Diploma of Financial Planning, - Securities Institute ~ RG146 Margin Lending - MLC ThreeSixty
 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) FNS60404 - IIT ~ Bachelor of Business(Financial Planning) - RMIT ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan
 Tony Snoyman2018Bachelor of Science (Actuarial Science) - University of Witwatersrand ~ Statement of Attainment Generic Knowledge, Life Insurance - Financial Education Professionals ~ Statement of Attainment Generic Knowledge, Managed Investments, Superannuation, SMSF - Financial Education Professionals ~ TASACLv2 Commercial Law - Kaplan
 Tracey Kloner2011Advice in Derivatives and Securities Skill Set - AAMC Training Group ~ Advice in Life Insurance Skill Set - AAMC Training Group ~ Advice in Superannuation and Managed Investments Skill Set - AAMC Training Group ~ Bachelor of Commerce (Hons) - University of South Africa ~ Diploma in Financial Services (Financial Planning) FNS50804 - AAMC Training Group
 Troy Heath Carlon2001Advanced Diploma of Financial Services (Financial Planning) - AMP Limited ~ Bachelor of Commerce - University of Western Australia ~ Diploma of Financial Services (Financial Planning) - AMP Limited
 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
 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
 Wendy Susan Barnham2006Advanced Diploma of Financial Services(Financial Planning) - Kaplan Professional ~ Advanced Diploma of Financial Services¬†(Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - FPA ~ Diploma of Financial Services¬†(Financial Planning) - FPA ~ Self Managed Superannuation Funds - Kaplan Professional
 Wesley Steer2018Bachelor of Accounting - Latrobe University ~ Bachelor of Finance - Latrobe University