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Alliance Wealth Pty ltd

AFS License Number
449221
Name
Alliance Wealth Pty ltd
ABN/ACN/ARBN
93161647007
Licensee issued
April 1, 2014
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;
derivatives;
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;
derivatives;
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
 Adam John Mackenzie2008Diploma of Financial Services (Financial Planning) - Mentor Education
 Adam Stefanovski2008Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce - University of Wollongong ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Adrian Joseph Berkeley1990Diploma of Financial Planning - Financial Planning Association ~ Margin Lending and Geared Investments - Kaplan Professional ~ Mortgage Broking - Kaplan Professional
 Adrian Malcolm Milham2009Diploma Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd ~ Estate Planning - Kaplan Professional Education ~ Margin Lending - Kaplan Professional Education ~ Tax for Financial Advising - Kaplan Professional Education
 Alan Tickle1990Accredited Aged Care Professional - Aged Care Steps (ACS) Pty Ltd ~ Accredited Listed Product Adviser Program - Kaplan Professional ~ Diploma of Financial Planning - Deakin University
 Alex KA IP Wong2017Advanced Diploma of Accounting - Tafe NSW ~ Bachelor of Commerce (Accounting) - Curtin University of Technology ~ Diploma of Financial Planning - Integrity Education Group ~ Master of Business in Accounting and Finance - University of Technology Sydney ~ Self Managed Superannuation Funds - Future Education Professionals
 Amanda Habib2018Diploma of Financial Planning - Kaplan
 Amy Louise Hoskins2010Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Ltd
 Amy Pursehouse2010Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Graduate Certificate in Financial Planning - Griffith University ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Andrew Foo2012Bachelor of Business major in Financial Planning and e-Business - University of Technology Sydney ~ Diploma of Financial Planning - RG146 Training Australia Pty Ltd ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 Andrew John Graham2006Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd
 Andrew Kenneth Fleming2013Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Andrew Kidd1994Diploma of Financial Markets - Kaplan (formerly Securities Institute Australia)
 Andrew Peter Hunt2002Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Certificate in Business (Applied Finance) - Queensland University of Technology ~ Self Managed Super FUnds - Tribeca
 Andrew Steven Whittaker2008Graduate Diploma in Building Project Management - Queensland University of Technology ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan ~ Tax (Financial) Adviser - Tax Practitioners Board
 Angela Jane Gregory2012Certificate Four in Finance and Mortgage Broking - The National Financec Institute ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Margin Lending - Kaplan Professional
 Angela Marie Boot2001Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Advising (8 Units) - Securities Institute Education ~ PS146 Knowledge Assessment Managed Investments, Securities & Derivatives - Tribeca ~ RG146 Assessment Skills Requirements - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Anthony Benedict Stewart2013Bachelor of Business (Marketing) - Monash University ~ Cavendish Specialist Self-Managed Super Fund Course - University of Adelaide ~ Diploma of Finance & Mortgage Broking - AAMC Training Group ~ Diploma of Financial Planning - Financial Planning Association and Deakin University ~ Graduate Diploma of Applied Finance & Investment - Securities Institute of Australia
 Anthony Michael Mirandilla2007Advanced Diploma of Financial Planning - Mentor Education ~ Certificate Four in Financial Services (Finance/Mortgage Broking) - The National Finance Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Antonio Moro1992Diploma of Financial Services (Financial Planning) - Quantum
 Arman Namdarian2008Advanced Diploma of Financial Services - Kaplan ~ Diploma of Financial Services - Kaplan ~ Direct Shares Accreditation - AXA Financial Services ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ SMSF Specialist Advisor - SPAA
 Belinda Gai Rayment2007Bachelor of Economics - UNSW ~ Graduate Diploma in Applied Finance and Investment - Kaplan Professional ~ Graduate Diploma of Financial Planning - Finsia ~ Margin Lending - Kaplan Professional
 Billy Lowdell2012Bachelor of Commerce (Financial Planning) - Griffith University ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Bradley John Smith2007Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Bradley Mark Figures2005Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Business and Finance Practice - Securities Institude ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Financial Markets and Economics - Securities Institute ~ Understanding the Financial and Investment Industry - Securities Institute
 Bradley Walker2006Bachelor of Commerce - Deakin University ~ Quality Advice Accreditation - NAB
 Brendan O'donnell1997Statement of Attainment in RG146 Competencies - Kaplan Professional Education
 Brett Andrew Thomas2011Bachelor of Commence in Financial Planning & Investments - Griffith University ~ Cert IV in Finanace and Mortgage Broking - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Brett Lyndon Tilley1988Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - FPA ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super FUnds - Kaplan Professional
 Bryce Norman Karrasch1996Bachelor of Business - University of Southern Queensland ~ CPA Program - CPA Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Financial Planning - Griffith University ~ SMSF - Financial Essentials
 Cameron Barry Cogle2018Diploma of Financial Planning - Kaplan
 Charlene Raineri2017Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education
 Cherrinee Lee2018Bachelor of Commerce - University of Melbourne ~ Diploma of Financial Planning - Kaplan Professional
 Chris Demetris Papayianis2005ASX Accredited Listed Products Adviser - Kaplan Professional Education ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Applied Finance - University of South Australia ~ Diploma in Business (Credit Management) - University of South Australia ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Christopher Chung2015Bachelor of Commerce (Financial Planning) - Griffith University
 Christopher Denyer2007Advanced Diploma of Financial Planning - RG146 Training Australia Pty Ltd ~ Bachelor of Commerce (Accounting) - James Cook University ~ Certificate IV in Finance and Mortgage Broking - RG146 Training Australia Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Mentor Asset Management Pty Limited ~ Self Managed Superannuation Fund Adviser (Personal Advice) - RG146 Training Australia Pty Ltd
 Christopher Leishman2003Certified Financial Planner - FPA/Deakin University ~ Graduate Diploma in Financial Planning - Securities Institute ~ Margin Lending & Geared Investments - Kaplan ~ Specialist SMSF Course - Cavendish/University of Adelaide
 Ciara Lorraine Brennan2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Certificate in Financial Planning - Griffith University ~ Margin Lending and Geared Investments - Kaplan Professional
 Clifford Samson2013Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Financial Planning) - Victoria University ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ SMSF Course - The University of Adelaide
 Craig Andrew Lyons2004Diploma of Financial Planning - FPA ~ Self Managed Superannuation Fund Adviser (Personal Advice) - RG146 Training Australia Pty Ltd
 Curtis Mario Taylor1990BA/Llb - University of Tasmania ~ BA/Llb - University of Tasmania ~ CFP - FPA ~ CFP - FPA ~ Dip FP - FPA ~ Dip FP - FPA ~ DipSiA - Securities Institute of Australia ~ DipSiA - Securities Institute of Australia ~ GAICD - Australian Institute of Company Directors ~ GAICD - Australian Institute of Company Directors
 Damon David Inness2018Advanced Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Diploma of Financial Planning - Kaplan Education Pty Ltd
 Daniel James Walsh2002ASX Accredited Listed Product Adviser - Finsia ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Certified Financial Planner - Financial Planning Association of Australia Limited ~ Margin Lending and Geared Investments - Kaplan Education Pty Limited ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 Darren Craig John Cooper2002Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional ~ Mortgage Broking - Kaplan Professional
 David Leslie Beattie1999Bachelor of Business - Bendigo College of Advanced Education ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association ~ Securities - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 David Spiteri2007Diploma of Financial Planning - Kaplan
 Dean Demarco2011Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma in Finance and Mortgage Broking Management - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Dean Denaro1999Certificate IV in Financial Services (Finance/Mortgage Broking) - Kaplan Professional ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Diploma of Financial Services - Commonwealth Bank
 Desea Tsagatos1996Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending - Kaplan Professional
 Dianne Whelan1998Diploma of Financial Planning (DFP 1 - 4) - Securities Institute (Kaplan Professional) ~ Diploma of Financial Planning - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Tribeca (Kaplan Professional)
 Domenico Rebuffo2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Arts with Honours (International Business) - London Metropolitan University ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - Monarch Institute
 Don Giovanni Ricci2013Accountants SMSF Package - Kaplan Professional Education ~ Bachelor of Commerce - University of Adelaide ~ Diploma of Financial Planning - Kaplan Professional Education
 Duane Leslie Wright2010Certificate IV in Financial Services (Finance/Mortgage Broking) - The National Finance Institute ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group
 Elissa J Karrasch1991Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Bachelor of Economics - University of Queensland ~ Diploma of Financial Planning - RMIT University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Elton James Flatley2007Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Eric Alistair Koelmeyer1986Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited
 Eric Juanta2006Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) Pty Limited ~ Taxation Planning - Kaplan Education Pty Limited
 Erin Truscott2014Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Faisal Rahman2008Advanced Diploma Of Financial Planning - Kaplan Professional Education ~ Advanced Diploma Of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional
 Francis Martin Rigby2000Bachelor of Economics - James Cook University of North Queensland ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Mortgage Broking - Kaplan Professional
 Frank Santagada1987Certificate IV in Financial Planning - Kaplan Professional Education ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - AAMC Training Group ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Gabriel Joseph Vella2008ASX Accredited Listed Products Adviser - Kaplan Professional ~ Advanced Diploma of Financial Services - Kaplan ~ Certificate IV in Finance an Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Gary Luke HO1991Bachelor of Arts - University of New South Wales ~ Diploma of Financial Planning - Deakin University
 Gavin Robert Murray2004Bachelor of Finance - The University of Newcastle ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia Limited
 Geoffrey William Mcilveen2012Advanced Diploma of Financial Planning - Kaplan Education Pty Limited ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Margin Lending and Geared Investments - Kaplan Education Pty Limited ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 George Kambouroglou1998Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 George William Root2015Advanced Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Diploma of Financial Planning - Kaplan Education Pty Limited ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 Girish Verma2010Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Limited ~ Self Managed Superannuation Funds - Financial Essentials
 Giuseppe Formica2005Associate Diploma of Business Accounting - Victoria University ~ Diploma of Financial Planning - Financial Planning Association
 Hugh Lovibond2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Economics and Commerce (Double Degree) - University of NSW ~ Self Managed Super Fund - Kaplan Professional Education ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional Education
 Iain Paul Wilkinson2010Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Applied Science (Rural Management) - University of Queensland ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional
 Ian Kelly2002ASX Brokers - Securities Institute of Australia ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University
 Ivan Bakin1993Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Jakobus Wynand Gilliland2018Bachelor of Commerce (BComm) - University of Stellenbosch ~ Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Tier 1 - Margin Lending - Personal Advice - Kaplan Education Pty Ltd
 James Phillip Tasker1982Diploma of Financial Services (Financial Planning) - Intergratec Australia ~ Diploma of Financial Services (Insurance Broking) - National Insurance Brokers Association ~ Diploma of Insurance Administration - Education Department Western Australia ~ Estate Planning - Integratec
 Jane Margaret Ryan2007Diploma of Financial Services (financial Planning) - Tribecca
 Jasmyn Pfeiffer2016Advanced Diploma of Financial Planning - Mentor Education ~ Diploma Of Financial Planning - Kaplan Professional Education
 Jeffrey Bowman2004Advanced Diploma of Financial Planning - Mentor Education ~ Margin Lending - Kaplan Professional Education ~ Self Managed Superannuation Funds - CBA
 Jeffrey Paul Whitton1987Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Jeremy Lenthall1999Advanced Diploma of Financial Services (Financial Planning) - Integratec (Aust) Pty Limited ~ Diploma of Financial Services (Financial Planning) - Integratec (Aust) Pty Limited
 Joanne Doak2004Advanced Diploma of Financial Planning - Financial Planning Association ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association ~ Financial Services Training Package - Terra Cordis Pty Ltd ~ Self Managed Superannuation Funds - Terra Cordis Pty Ltd
 Joel Simmonds2017Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Self Managed Superannuation Fund Adviser (Personal Advice) - RG146 Training Australia Pty Ltd
 John David Benson2003Graduate Diploma of Financial Planning - Securities Institute of Australia ~ Margin Lending - Kaplan
 John Henry Lubberink1990Accredited Aged Care Professional - Aged Care Steps ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial planning - FPA ~ Self Managed Super Fund Course - Tower Trust
 John Jerard Burke2000ASX Securities - Kaplan ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tower Trust
 Jonathan Brian Silcock1985Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Provide Advice in Self Managed superannuation funds - Kaplan Professional
 Jonathon Tickle2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Pinnacle Financial Services Academy
 Joseph Barry Robert Gollan2012Bachelor of Commerce - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Justin Alexander Smith2014Diploma of Financial Planning - Kaplan
 Justin Phillip Ayres2003Diploma of Financial Services (Financial Planning) - Integratec ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self-Managed Superannuation Funds - Kaplan Professional
 Justin Van Den Boog2014Diploma of Financial Planning - Kaplan
 Karen Lee Walmsley2008Bachelor of Commerce (Accounting) - University of Western Sydney ~ Certified Practising Accountant - CPA Australia ~ Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd ~ Registered Tax Agent - Tax Practitioners Board ~ Taxation & Estate Planning - Kaplan Professional Education
 Katerina Anne Kimmorley1992ALPA - Kaplan Professional Education ~ Certified Financial Planner - RMIT/ Deakin University ~ Diploma of Financial Planning - FPA/Deakin University
 Kathryn Zerbst2008Bachelor of Education - Australian Catholic University ~ Bachelor of Education - Australian Catholic University ~ CPD Accreditor Program - FPA ~ CPD Accreditor Program - FPA ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) Pty Ltd ~ Margin Lending and Gearing Investments - Kaplan Professional ~ Margin Lending and Gearing Investments - Kaplan Professional
 Kerrie Ray1997Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Planning - RG146 Training Australia
 Kevin Vincent Cuthbert1993Bachelor of Commerce in Financial Planning & Investments - Griffith University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Kieron Alexander Lawlor2006Advanced Diploma of Financial Services - ThreeSixty Adviser Campus ~ Certified Financial Planner Certification - Financial Planning Association ~ Diploma of Financial Services - ThreeSixty Adviser Campus ~ Direct Equities Accreditation - AMP ~ Self Managed Super Fund Accreditation - Kaplan Professional Education
 Leigh Roy Christopher2016Accredited Aged Care Professional - Aged Care Steps (ACS) Pty Ltd ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business - Applied Finance - University of Western Sydney ~ Certified Financial Planner - Financial Planning Association of Australia
 Leticia Anne Leggett2007ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Education Pty Limited ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) Pty Limited ~ Margin Lendin and Geared Investments - Kaplan Education Pty Limited ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 Luke Daniel Baker2018Bachelor of Commerce (Financial Planning) - Griffith University
 Luke Kidd2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Fine Art - Griffith University ~ Diploma of Financial Planning - Kaplan Professional
 Luke Mase2016Bachelor of Commerce (Finance & Financial Planning) - Deakin University ~ Certified Financial Planner - Financial Planning Association of Australia
 Luke Michael Whiteley2008Accredited Listed Product Adviser Program - Kaplan ~ Diploma of Financial Services (Financial Planning) - Institute of TAFE Tasmania ~ Managed Investments - Finsia ~ Margin Lending - Kaplan ~ Securities - Institute of TAFE Tasmania
 Luke Thomas Saltmarsh2018Bachelor of Business in Management & Finance - RMIT University ~ Diploma of Financial Planning - Kaplan
 Lynda Joanne Middleby2005Advanced Taxation Planning - Pinnacle ~ Bachelor Commerce - University of Newcastle ~ Diploma Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd ~ Self Managed Superannuation Funds - FSTA
 Margaret Lisa Tagg2000ASX Securities - Kaplan ~ Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Services (FP) - Kaplan ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - Kaplan ~ Self Managed Super Fund Course - Kaplan
 Marius DE Lange2014Advanced Diploma of Accounting - Technikon SA ~ Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 Mark Anthony Cann1995Advanced Diploma of Financial Services (FP) - Integratec ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Margin Lending - Monarch Institute ~ Superconcepts & ICFS Specialist SMSF course - The University of Adelaide
 Mark Tanner2014Bachelor of Commerce (Honours) - University of Queensland ~ Bachelor of Economics - University of Queensland ~ Diploma of Financial Planning - Monarch Institute
 Mark Teale2014Diploma of Financial Planning - Kaplan
 Mark Trevor Manning1990ASX Listed Products Accreditation Course - LPAC Online Pty Ltd ~ Industry Standard Education - RG146 Specialist knowledge - Kaplan Professional ~ SMSF - University of Adelaide
 Martin Brett Newnes1996Diploma of Financial Planning - Financial Planning Association of Australia Limited ~ Margin Lending and Geared Investments - Kaplan Education Pty Limited ~ Self Managed Superannuation Funds - Tribeca Learning (Aust) Pty Limited
 Mary Lynette Eddy2003Advanced Diploma of Financial Planning - Monarch Institute ~ Company Directors Course - Australian Institute of Company Directors ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Deakin University VIC ~ Financial Essentials SMSF Adviser Education Program - Financial Essentials Pty Ltd
 Matthew Cummins2010Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Business and Commerce - University Of Western Sydney ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Matthew Robert Shute2001Bachelor of Economics - Flinders University ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Matthew William Mcconnell2003Advanced Diploma in Business Accounting - TAFE ~ Bachelor of Commerce - University of Tasmania ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Applied Finance & Investment - FINSIA
 Meihua Nan2011Advanced Diploma Financial Planning (FNS60410) - International Institute of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) FNS50804 - International Institute of Technology ~ RG146 Margin Lending - MLC ThreeSixty
 Melanie Therese Mary Horne2007Commercial Law - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan (formerly Tribeca) ~ Estate Planning - Kaplan Professional ~ Taxation Planning (DFP5) - Kaplan Professional
 Melissa Elizabeth Lloyd2016Diploma of Financial Planning - Kaplan Professional
 Michael Adair2000Bachelor of Commerce - Curtin University of Technology ~ Certified Financial Planner - Financial Planning Association ~ Margin Lending - MLC Advice Education ~ Securities - Securities Institute ~ Self Managed Superannuation Funds - Kaplan
 Michael Allen Dixon2000Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia Limited ~ Margin Lending Accreditation Program - Deakin Prime Corporate Education ~ Self Managed Superannuation Funds - Kaplan Education Pty Ltd
 Michael Bond2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - Bond University ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Michael Christopher Bailey2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Banking & Finance) - Queensland University of Technology (QUT) ~ Diploma of Financial Services (Financial Planning) - Tribeca (Kaplan Professional)
 Michael Mercurio1994ASIX Listed Products Accreditation Course - ASX ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ SMSF Specialist Advisor - SMSFA
 Michael Nowak2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Bachelor of Business (Economics) - Queensland University of Technology ~ Diploma of Financial Services (Financial Planning) - Triebca Learning (Aust) Pty Limited ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 Michael Sigaras2003AU Inhouse Securities Assessment - AUPFS ~ Bachelor of Commerce - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan (formerly Securities Institute Australia)
 Micheal John Kiefer2003Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - University of New England ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma in Business Studies - University of New England ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 Mike Liu2006Advanced Diploma of Financial Service (Financial Planning) - Tribeca ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Service - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Natasha Maree Johnson2013Advanced Diploma Of Financial Planning - Kaplan Professional Education ~ Bachelor of Financial Planning - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Nicholas Dangerfield1996Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certificate IV in Financial Services (Finance / Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional
 Nicholas Fred Barnett1992Client Engagement Strategies - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Taxation Fundamentals - Kaplan Professional
 Nicholas Leonard Reilly2012Bachelor of Banking and Finance - Victorian University Of Technology ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group
 Nicholas Mosey2004Advanced Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 Nick Bregolin2015Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma Of Financial Planning - Kaplan Professional Education ~ Diploma of Commerce - Sydney Institute of Business and Technology Pty Ltd ~ SMSF - Kaplan Professional Education ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional Education
 Panbo YE2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Accounting) - University of Western Sydney ~ Certificate IV in Financial Services (Financial/Mortgage Broking) - TAFE NSW ~ Diploma of Financial Planning - FNS50615 - CPA Australia ~ Master of Business Administration - University of Western Sydney
 Patrick Hegarty2000Graduate Diploma of Applied Finance and Investment - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Education Pty Limited
 Paul Joseph Cullen2007Bachelor of Business - University of Technology, Sydney ~ Diploma of Financial Planning - FPA
 Paul Michael Perkins1996ASX Accredited Listed Products Adviser Program - Kaplan Professional ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Business (Accounting) - Swinburne College of Technology ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Self-Managed Superannuation Funds - Financial Essentials
 Paul Thomas Atherton2017Certificate IV in Finance and Mortgage Broking - Finance & Related Services Training Academy ~ Diploma of Financial Planning - Monarch Institute
 Peter Alan Coombes2005Accredited List Product Adviser Program - Kaplan Education Pty Limited ~ Associate Degree in Commerce - The University of Southern Queensland ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Master of Business Administration (Corporate) - Bond University ~ Master of Financial Planning - University of the Sunshine Coast
 Peter Harding2013Advanced Diploma - Financial Planning - Mentor Education ~ Diploma - Financial Planning - Mentor Education
 Peter John Geraghty1999Financial Planning Certification Course - CPA Australia ~ PS146 - Integratec Training Pty Limited ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 Peter Julian Lenehan1999CPA Program - CPA Australia ~ Certified Financial Planner - Financial Planning Association of Australia ~ Chartered Accountant Program - Institute of Chartered Accountants Australia
 Phillip Gregory George1992Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Qian (nancy) Zhang2008(Advanced) Self Managed Superannuation Funds - Kaplan Professional Education ~ Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Rachael Hammond2014Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Principles in Self Managed Superannuation Funds - International Institute of Technology Pty Ltd (IIT)
 Ray Senior2015Diploma of Financial Planning - Kaplan Professional
 Raymond Nous2010Diploma of Financial Services (Financial Planning) - Kaplan ~ Provide advice in Margin Lending - Pinnacle
 Richard Marsh2007Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce - University of Wollongong ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Robert Bacsko2001Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Commerce - University of Western Sydney ~ Certificate IV in Finance and Mortgage - Kaplan ~ Margin Lending and Geared Investment - Kaplan ~ Self Managed Super Funds - Integrity
 Robyn Leanne Arnold2015Certificate of Superannuation - ASFA (Macquarie University ~ Certificate of Superannuation - ASFA (Macquarie University ~ Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Entry Level Competencies, Super and Retirement Planning - Integratec ~ Entry Level Competencies, Super and Retirement Planning - Integratec ~ Managed Investments and Securities Course - Kaplan Professional ~ Managed Investments and Securities Course - Kaplan Professional
 Rosemary Louise Menefy1999Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 Ross William Marshall2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Commerce - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional
 Rudy Liu2003Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Marketing) - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending & Geared Investments - Kaplan Professional
 Russell W Gilbert1985Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Fund Accreditation - Financial Essentials
 Ryan Keigher2012Bachelor of Business (Marketing) - Queensland University of Technology ~ Certificate IV in Finance and Mortgage Broking - Kaplan ~ Diploma of Financial Services (Financial Planning) - Intellitrain ~ Master of Applied Finance (Financial Planning) - Charles Sturt University ~ Self Managed Superannuation Funds - International Institute of Technology
 Salvatore Angelo Minuti2002Advanced Diploma of Finanical Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan ~ Tax & Financial Planning Strategies - Financial Planning Association
 Sayyed Akhtar1999ASX ALPA Program - Kaplan Professional Education ~ Advanced Diploma of Financial Planning - Tribeca Learning ~ Foundation Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Tribeca Learning
 Scott Ashman2006Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Certificate Four in Finance & Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending - Kaplan Professional
 Scott Kesby2011Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services - Kaplan Professional Education ~ Margin Lending - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Shannon Medlin2008Bachelor of Business (Accounting) - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 Simon Christopher Dowd2004ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Simon Coombes2011Accredited Listed Product Adviser Program - Kaplan Education Pty Limited ~ Advanced Diploma of Financial Planning - Kaplan Education Pty Limited ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Graduate Diploma of Financial Planning - Kaplan Education Pty Limited ~ Master of Financial Planning - Kaplan Education Pty Limited
 Simone Richardson2004Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Bachelor of Business (Economics) - Swinburne University ~ Diploma of Financial Services FNB50802 - ThreeSixty
 Sing Heong NG2003Diploma of Financial Services (Financial/Mortgage Broking Management) - Plan Connect ~ Master of Business Administration - Monash University ~ Risk Management - Integratec ~ SMSF Adviser Education Program - Financial Essentials ~ Superannuation & Retirement Planning - Integratec
 Stephen Buchanan1987PS 146 Knowledge Asessment Core & Life Insurance - Integratec ~ PS 146 Knowledge Asessment Financial Planning - Integratec ~ PS 146 Knowledge Assessment Superannuation - Integratec ~ Superannuation and Life Insurance Skills - Kaplan Professional Education
 Stephen Percival Gray1988ASX Accredited Listed Product Adviser - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ PS 146 - Kaplan Professional Education
 Steven Brian Hallam1999ASX Securities - Kaplan ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - AAMC ~ Margin Lending - Kaplan ~ Post Graduate Diploma of Management - Macquarie ~ Self Managed Super Fund Course - Kaplan
 Steven Jurcec2011Bachelor of Business (Banking & Finance) - Victoria University
 Steven Radic2003Advanced Diploma of Financial Planning - Kaplan Professional ~ Certified Financial Planner Education Program (5 units) - FPA Australia ~ Master of Financial Planning - Kaplan Higher Education ~ Self-Managed Superannuation Funds (FPE016) - Kaplan Higher Education
 Susan Catherine Paterson2003Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Education ~ Fellow Chartered Financial Practioner - Mentor Education
 Sylvia West2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Pty Ltd ~ Bachelor of Business (Finance and Management) - Edith Cowan University ~ Diploma of Financial Services - Kaplan Professional Pty Ltd
 Taylah Rose Gray2018Diploma of Financial Planning - Kaplan Professional
 Terry Evreniadis2004Diploma of Financial Planning - Financial Planning Association of Australia Limited ~ Margin lending - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Thomas Mitchell Momsen2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Toni Zafirovski2009Bachelor of Economics - University of Western Sydney ~ Bachelor of Economics - University of Western Sydney ~ Bachelor of Economics - University of Western Sydney ~ Bachelor of Economics - University of Western Sydney ~ Diploma of Financial Services (FP) - Mentor PS146 Training Australia ~ Diploma of Financial Services (FP) - Mentor PS146 Training Australia ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia
 Tracey Kitson2008ASIC RG 146 Tier 1 Compliance in Life Insurance and Superannuation - Australian and New Zealand Institute of Insurance and Finance ~ Advanced Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Diploma of Financial Services (Life Insurance Stream) - Australia and New Zealand Banking Group Ltd (ANZ)
 Vasilios Tom Antoniou2005Advanced Diploma of Accounting - TAFE SA ~ Certificate III in Financial Services - TAFE SA ~ Certificate IV in Finance and Mortgage Broking - AAMC Training Group ~ Certificate IV in Financial Services - TAFE SA ~ Graduate Diploma in Financial Planning - Finsia
 Walter Fleitmann2015Bachelor of Commerce (Accounting) - University of Western Australia ~ Bachelor of Economics - University of Western Australia ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - RG146 Mentor Education Group ~ Graduate Diploma in Accounting - Institute of Chartered Accountants Australia (ICAA)
 Wayne Richard Von Seidel2013Business Communication Skills - Management Consultancy International ~ Currency Trading Skills Program - National Academy of Forex ~ Diploma of Financial Services (Financial Planning) - Mentor Education
 Wessel Hendrik Swart2015Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 William Edward Murray1992Bachelor of Business - University of Technology, Sydney ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia
 Zachary Daniel Ryan2018Bachelor of Business - James Cook University ~ Diploma of Financial Planning - Kaplan Professional