Alliance Wealth Pty ltd

AFS License Number
449221
Name
Alliance Wealth Pty ltd
ABN/ACN/ARBN
93161647007
Licensee issued
April 1, 2014
Address
Bundall, 4217, QLD

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

Name First provided advice Qualification and trainings
 Aaron Walters 2007 2007 - Bachelor of Business (Finance) - - Southern Cross University ~ 2012 - Advanced Diploma of Financial Planning (DFP 1-8) - - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Other - Kaplan Professional
 Adam Francis Gotsalks 2004 2002 - Diploma of Financial Markets - - Securities Institute ~ 2007 - Graduate Diploma of Financial Planning - - Kaplan (formerly FINSIA)
 Adam John Mackenzie 2008 2007 - Diploma of Financial Services (Financial Planning) - - Mentor Education
 Adam Niewidok 2010 2007 - Diploma of Financial Services - - Finsia Education
 Adam Stefanovski 2008 2008 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2012 - Advanced Diploma of Financial Planning - - Kaplan Professional Education ~ 2016 - Bachelor of Commerce - - University of Wollongong
 Adrian Ross Scuteri 2005 2003 - Diploma Financial Services (Financial Planning) - Diploma (AQF 5) - MLC ThreeSixty ~ 2004 - Diploma of Financial Markets - Diploma (AQF 5) - Securities Institute Education ~ 2005 - Advanced Diploma of Financial Planning FNB60402 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2016 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers (AFA)
 Adriana Oreskov 2005 2011 - Bachelor of Business - - La Trobe University ~ 2012 - Diploma of Financial Planning - - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning - - Integrity education Group ~ 2016 - Self Managed Superannuation Funds - - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Alaina Kaye Woolcock 2012 2012 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - James Cook University ~ 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2021 - MLI714 Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin University
 Alan Tickle 1990 1993 - Diploma of Financial Planning - - Deakin University ~ 2015 - Accredited Aged Care Professional - - Aged Care Steps (ACS) Pty Ltd ~ 2019 - Accredited Listed Product Adviser Program - - Kaplan Professional
 Alex Kah Ming HO 2018 2017 - ADFP: Tax for Financial Advising - - Kaplan Professional ~ 2017 - Bachelor of Commerce (Finance and Human Resource Management) - - University of New South Wales ~ 2018 - TASA: Commercial Law - - Kaplan Professional
 Alexander Guy Morris 2002 2000 - Bachelor of Commerce (Finance & Marketing) - - University of New South Wales ~ 2003 - Graduate Dipoma of Financial Planning - - Securities Institute ~ 2004 - Certified Financial Planner - - FPA ~ 2009 - SMSF Specialist Advisor (SSA) Accreditation - - SMSF Association
 Amanda Jane Newman 2002 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec ~ 2011 - Margin Lending and Geared Investment - Diploma (AQF 5) - Kaplan ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Introduction to SMSF - Other - Kaplan
 Amy Louise Hoskins 2010 2010 - Diploma of Financial Services (Financial Planning) - - Kaplan Education Pty Ltd
 Andrea Jenkins 2005 2007 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT) ~ 2009 - Certified Financial Planner Education Program - Professional Designations - FPA Australia ~ 2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2015 - Retirement Planning - Other - University of NSW ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
 Andrew Foo 2012 2008 - Bachelor of Business major in Financial Planning and e-Business - - University of Technology Sydney ~ 2012 - Diploma of Financial Planning - - RG146 Training Australia Pty Ltd ~ 2015 - Self Managed Superannuation Funds - - Kaplan Education Pty Limited
 Andrew John Graham 2006 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Services Training & Assessment (FSTA) ~ 2019 - Accredited Aged Care Professional Program - Other - Aged Care Steps ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Andrew John Hanley 2016 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Holmesglen Institute of TAFE ~ 2015 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - RMIT ~ 2021 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
 Andrew Kenneth Fleming 2013 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
 Andrew Kidd 1994 2000 - Diploma of Financial Markets - - Kaplan (formerly Securities Institute Australia)
 Andrew Malcolm Mclean 2005 1998 - Bachelor of Commerce (Economics and Finance) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2003 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA Australia ~ 2008 - Certified Financial Planner Education Program - Professional Designations - FPA Australia ~ 2014 - Margin Lending and SMSF Courses - Other - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Andrew Martin O'riordan 2021 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Australian Institute of Financial Services & Accounting ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2020 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Western Sydney University ~ 2022 - Margin Lending Specialist Course - Other - Kaplan Professional ~ 2022 - Specialist SMSF Course - Other - SuperConcepts & ICFS University of Adelaide
 Andrew Price 1996 2010 - Certified Financial Planner Education Program - Professional Designations - FPA Australia ~ 2010 - Life Risk Specialist - Professional Designations - FPA Australia ~ 2011 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher Education ~ 2014 - ASX Listed Products Accreditation - Other - LPAC Online ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
 Andrew Sean Thomas 2014 2012 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Newcastle ~ 2012 - Bachelor of Commerce (Economics) - Bachelor Degree (AQF 7) - University of Newcastle ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - GSBS6516 Ethics in Financial Services - Bridging Course - Ethics - University of Newcastle
 Andrew Steven Whittaker 2008 1990 - Graduate Diploma in Building Project Management - - Queensland University of Technology ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2010 - Self Managed Superannuation Funds - - Kaplan ~ 2012 - Graduate Diploma of Financial Planning - - Kaplan ~ 2014 - Tax (Financial) Adviser - - Tax Practitioners Board
 Angela Louise Surch 2008 2007 - Bachelor of Commerce (Accounting & Financial Planning) - - Griffith University ~ 2011 - Margin Lending and Gearing - - Kaplan Professional
 Angela Marie Boot 2001 2005 - Diploma of Financial Advising (8 Units) - Diploma (AQF 5) - Securities Institute Education ~ 2007 - PS146 Knowledge Assessment Managed Investments, Securities & Derivatives - Diploma (AQF 5) - Tribeca ~ 2008 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional ~ 2011 - RG146 Assessment Skills Requirements - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
 Anna Jean Miller 2018 2017 - Diploma of Financial Planning - - Kaplan ~ 2018 - Advanced Diploma of Financial Planning - - Kaplan
 Annalise Niven 2023 2022 - Commercial Law Course - Other - Kaplan Professional ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
 Anthony Benedict Stewart 2013 1986 - Bachelor of Business (Marketing) - - Monash University ~ 1996 - Graduate Diploma of Applied Finance & Investment - - Securities Institute of Australia ~ 1999 - Diploma of Financial Planning - - Financial Planning Association and Deakin University ~ 2013 - Cavendish Specialist Self-Managed Super Fund Course - - University of Adelaide ~ 2013 - Diploma of Finance & Mortgage Broking - - AAMC Training Group
 Anthony Foy 2011 2012 - Diploma of Financial Services - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Self Managed Superannuation Funds Program - Other - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - Aged Care Professional Accreditation Program - Other - Aged Care Steps ~ 2021 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education
 Anthony John Southon 1992 1989 - Graduate Diploma - Business Management - - UTS Sydney ~ 1991 - Associate Degree - Business - - UTS Sydney ~ 2003 - CFP - Certified Financial Planner - - Financial Planning Association of Australia ~ 2020 - Ethics and Professionalism in financial advice - Bridging Course - Ethics - Kaplan Professional
 Archana Bhatia 1998 1988 - Master of Arts (Economics) - - Kanpur University (India) ~ 2001 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2005 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Arman Namdarian 2008 2007 - Diploma of Financial Services - - Kaplan ~ 2008 - Advanced Diploma of Financial Services - - Kaplan ~ 2010 - Direct Shares Accreditation - - AXA Financial Services ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2011 - SMSF Specialist Advisor - - SPAA
 Arran Curll 2003 1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Australian National University ~ 2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2011 - RG146 Margin Lending - Other - MLC ThreeSixty
 Ashley Mark Dowie 2005 2006 - Diploma of Financial Services (Financial Planning) - - Tribeca Learning (Aust) Pty Limited ~ 2008 - Master of Business (Applied Finance)Queensland - Masters Degree (AQF 9) - Queensland University of Technology ~ 2010 - ASX Accredited Derivatives Adviser Level One - - Kaplan Education Pty Limited ~ 2011 - Margin Lending and Geared Investments - - Kaplan Education Pty Limited ~ 2011 - Self Managed Superannuation Funds - - Kaplan Education Pty Limited
 Ben Thomas Marlow 2017 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2019 - Commercial Law Course - Other - Kaplan Professional ~ 2019 - Tax for Financial Advising Course - Other - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Benjamin Buchanan 2012 2011 - Bachelor of Accountancy - Bachelor Degree (AQF 7) - University of Dundee (Scotland) ~ 2013 - Self Managed Superannuation Funds Course - Other - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2022 - Tax for Financial Advising Course - Other - Kaplan Professional ~ 2023 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education
 Benjamin Carlton Richards 2000 1998 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Sydney ~ 2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2009 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional
 Benjamin Hodges 2006 2004 - Bachelor of Business - Bachelor Degree (AQF 7) - The University of Newcastle ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2016 - Fellow Chartered Financial Practitioner Program - Professional Designations - AFA (Kaplan Professional) ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2022 - SMSF Regulation and Taxation Course (FPE020) - Other - Kaplan Higher Education
 Benjamin Warren 2015 2015 - Bachelor of Business (Financial Planning) - - Victoria University ~ 2017 - Self Managed Superannuation Funds - - Kaplan Professional
 Bradley John Smith 2007 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Specialist SMSF Course - Other - University of Adelaide ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
 Bradley Mark Figures 2005 1999 - Understanding the Financial and Investment Industry - - Securities Institute ~ 2000 - Business and Finance Practice - - Securities Institude ~ 2000 - Financial Markets and Economics - - Securities Institute ~ 2004 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca
 Bradley Neville George 2014 2013 - Diploma of Financial Planning - - International Institute of Technology (IIT) ~ 2015 - Advanced Diploma of Financial Planning - - Mentor Education
 Bradley Peter Mcguirk 2001 1999 - Bachelor of Economics - - Macquarie University ~ 2001 - Chartered Accountant - - Institute of Chartered Accountants ~ 2004 - Applied Self Managed Super Fund Advice - - Tower Trust ~ 2005 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2009 - ASX Accredited Listed Products Adviser - - Kaplan Professional
 Bradley Robert Williams 2014 2000 - Bachelor of Business (Human Resource Management) - Bachelor Degree (AQF 7) - University of Southern Cross ~ 2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia ~ 2014 - Diploma of Financial Planning FNS50611 - Diploma (AQF 5) - Kaplan Australia ~ 2014 - Margin Lending - Other - Kaplan Professional ~ 2020 - Self Managed Superannuation Funds - Other - Kaplan Professional
 Bradley Scott Harvey 2000 2005 - Diploma of Financial Advising (8 units) - Advanced Diploma (AQF 6) - Securities Institute of Australia ~ 2005 - Self Managed Superannuation Funds - Diploma (AQF 5) - Tribeca ~ 2007 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - FINSIA ~ 2008 - Certified Financial Planner - Professional Designations - FPA ~ 2010 - Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan
 Bradley Walker 2006 2002 - Bachelor of Commerce - - Deakin University ~ 2009 - Quality Advice Accreditation - - NAB ~ 2021 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
 Brady Jacque Henley 2000 2006 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2007 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2012 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Brendan James Akeroyd 2007 2002 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - University of Queensland ~ 2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Queensland ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2012 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Kaplan Professional
 Brendon Charles Cox 1994 2002 - Certified Financial Planner Status (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2002 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Brett Andrew Leman 2000 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Intergratec ~ 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca Learning
 Brett Andrew Thomas 2011 2006 - Bachelor of Commence in Financial Planning & Investments - - Griffith University ~ 2012 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2014 - Cert IV in Finanace and Mortgage Broking - - Kaplan Professional Education
 Brett Stephenson 2013 2001 - Master of Business Administration - - University of New England ~ 2007 - Graduate Certificate in Financial Planning - - Finsia ~ 2009 - Bachelor of Arts - - The University of Queensland Australia ~ 2015 - Advanced Diploma of Financial Planning - - Pinnacle ~ 2016 - Margin Lending Course - Other - AAMC Training Group
 Bryce Norman Karrasch 1996 1991 - Bachelor of Business - - University of Southern Queensland ~ 1993 - CPA Program - - CPA Australia ~ 2003 - SMSF - - Financial Essentials ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
 Calan Choke 2008 2006 - Bachelor of Business (Economics and Finance) - - RMIT University ~ 2006 - Bachelor of Economics & Finance - - Royal Melbourne Institute of Technology (RMIT) ~ 2008 - Graduate Diploma in Accounting - - Deakin University ~ 2008 - Graduate Diploma of Accounting - - Deakin University ~ 2009 - Diploma Financial Services (Financial Planning) - - International Institute of Technology ~ 2009 - Diploma of Financial Services (Financial Planning) - - International Institute of Technology Pty Ltd (IIT)
 Cameron Grant Bishop 2017 2011 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - La Trobe University ~ 2017 - Certified Financial Planner (CFP) - Professional Designations - FPA Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2023 - Accredited Aged Care Professional Program - Other - Aged Care Steps
 Cameron Meggitt 2008 2008 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education ~ 2011 - Provide Advice in Margin Lending - - Kaplan Professional Education ~ 2011 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2015 - Advanced Diploma of Financial Planning - - Kaplan Professional Education
 Cameron Mercer 2010 2008 - Advanced Diploma of Financial Planning FNS60404 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2010 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - MLC ThreeSixty
 Carel Daniel Scheffer 2003 2004 - Post Graduate Diploma in Financial Planning - - University of the Free State ~ 2004 - Postgraduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - University of the Free State ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education ~ 2011 - Diploma of Financial Services - - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2013 - Advanced Diploma of Financial Services - - Mentor Education / RG146
 Carl Patrick Tennant 2003 1999 - Diploma of Business (Banking and Finance) - Diploma (AQF 5) - TAFE ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - FPA Australia ~ 2008 - Certified Financial Planner Education Program - Professional Designations - FPA Australia ~ 2011 - SMSF Adviser Education Program - Other - Financial Essentials ~ 2021 - Graduate Diploma Of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higer Education
 Cassandra Joy Brockway 2004 2004 - Diploma Financial Services (Financial Planning) FNB50802 - Diploma (AQF 5) - Integratec Training ~ 2005 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Tribeca ~ 2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Charlene Raineri 2017 2017 - Diploma of Financial Planning - - Kaplan Professional Education ~ 2018 - Advanced Diploma of Financial Planning - - Kaplan Professional Education
 Chelsea Lynn Hinde 2009 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2016 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
 Chloe Elizabeth Lopez 2024 2020 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2021 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2023 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of New England
 Chris Demetris Papayianis 2005 2000 - Diploma in Business (Credit Management) - - University of South Australia ~ 2007 - Bachelor of Applied Finance - - University of South Australia ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education ~ 2012 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2013 - ASX Accredited Listed Products Adviser - - Kaplan Professional Education
 Christopher Chung 2015 2014 - Bachelor of Commerce (Financial Planning) - - Griffith University
 Christopher Denyer 2007 2003 - Bachelor of Commerce (Accounting) - - James Cook University ~ 2007 - Diploma of Financial Services (Financial Planning) - - Mentor Asset Management Pty Limited ~ 2013 - Advanced Diploma of Financial Planning - - RG146 Training Australia Pty Ltd ~ 2016 - Certificate IV in Finance and Mortgage Broking - - RG146 Training Australia Pty Ltd ~ 2017 - Self Managed Superannuation Fund Adviser (Personal Advice) - - RG146 Training Australia Pty Ltd
 Christopher John Bailie 1999 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2007 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2009 - SMSF Adviser Education Program - Diploma (AQF 5) - Financial Essentials ~ 2010 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Accredited Aged Care Professional Course - Other - Aged Care Steps
 Christopher Manthey 2007 1991 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 1995 - Bachelor of Law - Bachelor Degree (AQF 7) - Queensland University of Technology (QUT) ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd
 Ciara Lorraine Brennan 2015 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2017 - Graduate Certificate in Financial Planning - Bachelor Degree (AQF 7) - Griffith University
 Ciaran Davis 1999 2013 - Diploma of Financial Planning - - International Institute of Technology ~ 2014 - Margin Lending Program - Other - Mentor Education ~ 2014 - Principles in Self Managed Superannuation Funds Course - Other - International Institute of Technology ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2017 - Commercial Law and Tax for Financial Advising Courses - Other - Kaplan Professional
 Cody Lucas 2018 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2017 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - The University of Newcastle ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Corey Edwards 2006 2004 - Bachelor of Economics with Honours - Bachelor Degree (AQF 7) - University of Tasmania ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2022 - FPE016 Self Managed Superannuation Funds - Other - Kaplan Higher Education
 Craig Alexander Gordon 2005 2003 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - Griffith University ~ 2005 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - Chartered Accountants Australia New Zealand (formally ICAA) ~ 2010 - Margin Lending and Geared Investments & Accredited Derivatives Adviser Level 1 Courses - Other - Kaplan Professional ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
 Craig Franklin 2003 2004 - Advanced Diploma of Financial Services (Financial Planning) - - ThreeSixty ~ 2013 - Certificate IV in Finance and Mortgage Broking - - Kaplan
 Craig Mcgowen 2015 2005 - Bachelor of Commerce (Marketing, Tourism and Hospitallity Management) - Bachelor Degree (AQF 7) - University of NSW ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2017 - SMSF & Tier 1 Margin Lending Personal Advice Courses - Other - Kaplan Professional ~ 2019 - Tax for Financial Advising (Short Answer Exam) & Commercial Law Courses - Other - Kaplan Professional ~ 2023 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
 Cuong Nguyen 2005 2000 - Bachelor of Business (Banking and Finance) - - Victoria University of Technology (formerly Footscray Institute of Technology) ~ 2005 - Diploma of Financial Services - - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
 Damon David Inness 2018 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - Accredited Aged Care Professional Program - Other - Aged Care Steps ~ 2021 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Kaplan Higher Education
 Daniel Ferricks 2021 2018 - Bachelor of Accounting (Financial Planning) - Bachelor Degree (AQF 7) - Central Queensland University
 Daniel James Irving 2006 2003 - Diploma in Financial Services (Financial Planning) - - Mentor Education ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education ~ 2012 - Margin Lending - - Deakin Prime ~ 2015 - Aged Care Professional Accreditation Program - Other - Aged Care Steps ~ 2021 - Self Managed Superannuation Fund Adviser Program - Other - Mentor Education
 Daniel Jon Hunt 2018 2007 - Bachelor of Science - Bachelor Degree (AQF 7) - University of Queensland ~ 2014 - Diploma of Financial Planning FNS50611 - Diploma (AQF 5) - Kaplan Australia ~ 2016 - Advanced Diploma of Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education,
 Daniel Lee 2005 2006 - Diploma of Financial Planning - - Kaplan Professional Education ~ 2007 - Bachelor of Business (International Business) - - University Of Western Sydney ~ 2011 - Advanced Diploma of Financial Planning - - Kaplan Professional Education ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Danny Mazevski 2007 1999 - Master of Business Admin (Executive) - Masters Degree (AQF 9) - University of New South Wales ~ 2007 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia
 Darren Craig John Cooper 2002 2004 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2004 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2011 - Mortgage Broking - - Kaplan Professional
 Darren John Madge 1994 1998 - Diploma of Financial Planning - - Kaplan ~ 2023 - Self Managed Superannuation Funds Course - Other - SuperConcepts
 David Crellin 2006 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 David John Coxon 1995 2002 - Entry Level Competencies, Investment Planning 1 and Risk Management - Diploma (AQF 5) - IntegraTec ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2015 - Self Managed Super Funds - Other - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 David John Stackelroth 1989 2006 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - FPA Australia (Deakin University) ~ 2011 - Accredited Derivatives Adviser Level 1 - Other - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional ~ 2014 - Advanced Self Managed Super Funds Program - Other - Kaplan Professional ~ 2016 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
 David Mark Hodgson 2005 2005 - Diploma of Financial Planning (DFP1-8) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending & Geared Investments - Other - Kaplan Professional ~ 2016 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
 David Patrick Leslie 2008 2006 - Diploma of Financial Services (Financial Planning) - - Mentor Education ~ 2012 - Accredited Derivatives Adviser Level 1 - Other - Kaplan ~ 2012 - Bachelor of Commerce (Finance) - - University of Newcastle ~ 2017 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
 David Robert Cummings 2015 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - National Finance Institute ~ 2018 - Accredited Listed Products Adviser Program - Other - Kaplan Professional
 David Ronald Taylor 2002 2002 - Foundation Diploma of Financial Planning - - Financial Planning Association of Australia
 David Ross 2005 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2013 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2014 - Advanced Diploma of Financial Planning - - Kaplan Professional Education ~ 2014 - Diploma of Financial Planning - - Kaplan Professional Education
 David Tomislav Mandic 2009 2008 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
 David William Barber 1996 1986 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia ~ 1998 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA Australia (Deakin University) ~ 2016 - Self Managed Superannuation Funds Program - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education
 David William Woodcock 2016 2007 - Bachelor of Commerce - - The University of Newcastle ~ 2010 - Graduate Diploma of Chartered Accounting - - The Institute of Chartered Accountants in Australia ~ 2016 - Accountants SMSF Package - - Kaplan Professional ~ 2016 - Diploma of Financial Planning - - Kaplan Professional
 Dean Demarco 2011 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2011 - Margin Lending & Geared Investments - Other - Kaplan Professional ~ 2011 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2016 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Dean Denaro 1999 2002 - Diploma of Financial Planning - - Financial Planning Assocation of Australia ~ 2003 - Diploma of Financial Services - - Commonwealth Bank ~ 2010 - Certificate IV in Financial Services (Finance/Mortgage Broking) - - Kaplan Professional ~ 2012 - Diploma of Finance and Mortgage Broking Management - - Kaplan Professional
 Dean Fuchs 1995 2004 - Diploma of Financial Planning - - Deakin University ~ 2006 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Debbie Wong 1996 2003 - Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2008 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2010 - Margin Lending - - Kaplan Professional Education
 Deepak Bansal 2008 2003 - Diploma of Business (International Trade) - Diploma (AQF 5) - TAFE Institute ~ 2006 - B.com Major Finance and Financial Planning - - Deakin University ~ 2006 - Bachelor of Commence (Finance and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Desea Tsagatos 1996 2003 - Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2012 - Margin Lending - - Kaplan Professional
 Dev Singh Purain 2012 2009 - Bachelor of Commerce/Bachelor of Law - Bachelor Degree (AQF 7) - Murdoch University ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2016 - Fellow Chartered Financial Practitioner - Professional Designations - Association of Financial Advisers ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Dianne Whelan 1998 2000 - Diploma of Financial Planning (DFP 1 - 4) - - Securities Institute (Kaplan Professional) ~ 2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association ~ 2005 - Self Managed Superannuation Funds - - Tribeca (Kaplan Professional) ~ 2012 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy
 Domenico Rebuffo 2016 2004 - Bachelor of Arts with Honours (International Business) - Bachelor Honours Degree (AQF 8) - London Metropolitan University ~ 2014 - Diploma of Financial Planning - - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2019 - Margin Lending - Other - Monarch Institute
 Don Giovanni Ricci 2013 1998 - Bachelor of Commerce - - University of Adelaide ~ 2013 - Accountants SMSF Package - - Kaplan Professional Education ~ 2013 - Diploma of Financial Planning - - Kaplan Professional Education
 Dru Nicholas Tassell 1990 2010 - Advanced Diploma Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Edwin Jung Hyun Bae 2008 2012 - Graduate Diploma - Financial Planning - - Kaplan Professional ~ 2019 - Fellow Chartered Financial Practitioner - - Association of Financial Advisers
 Elaine Poulter 2018 2017 - Diploma of Financial Planning - - Kaplan Professional
 Elissa J Karrasch 1991 1990 - Bachelor of Economics - - University of Queensland ~ 1994 - Diploma of Financial Planning - - RMIT University ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2017 - Accredited Listed Product Adviser Program - - Kaplan Professional Education ~ 2018 - Self Managed Superannuation Funds - - Kaplan Professional Education
 Elton James Flatley 2007 2007 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
 Eric Alistair Koelmeyer 1986 2005 - Diploma of Financial Services (Financial Planning) - - Kaplan Education Pty Limited ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Education Pty Limited ~ 2014 - Cavendish & ICFS Specialist SMSF Course - - The University of Adelaide
 Erin Truscott 2014 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2017 - Advanced Diploma of Financial Planning - - Mentor Education
 Erryn Louise Langley 2018 2007 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Self Managed Superannuation Funds Course - Other - Kaplan Professional ~ 2019 - Tax for Financial Advising and Commercial Law Course - Other - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Esti Appleby 2005 2003 - Foundation Diploma Financial Planning (DFP1-4) - Diploma (AQF 5) - Financial Planning Association (FPA) ~ 2007 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2010 - RG146 Margin Lending - Other - MLC ThreeSixty ~ 2021 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
 Francis Martin Rigby 2000 1996 - Bachelor of Economics - - James Cook University of North Queensland ~ 2002 - Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2011 - Mortgage Broking - - Kaplan Professional
 Gabriel Joseph Vella 2008 2005 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2007 - Advanced Diploma of Financial Services - - Kaplan ~ 2011 - ASX Accredited Listed Products Adviser - - Kaplan Professional ~ 2015 - Certificate IV in Finance an Mortgage Broking - - Kaplan Professional
 Gary Luke HO 1991 1989 - Bachelor of Arts - - University of New South Wales ~ 1997 - Diploma of Financial Planning - - Deakin University
 Gavin Raymond Hammond 2001 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2009 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2017 - Finance & Mortgage Broking FNS40815 - Certificate (AQF 1-4) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Gavin Robert Murray 2004 2002 - Bachelor of Finance - - The University of Newcastle ~ 2005 - Diploma of Financial Planning - - Financial Planning Association of Australia Limited ~ 2016 - Certified Financial Planner - - Financial Planning Association of Australia
 Geoffrey Anthony Pacecca 2008 1988 - Bachelor of Economics - Bachelor Degree (AQF 7) - Flinders University of South Australia ~ 1995 - Master of Business Administration - Masters Degree (AQF 9) - University of South Australia ~ 2008 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - Western Sydney University
 George Apostolou 2005 1991 - Bachelor of Science - - Macquarie University ~ 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2010 - Advanced Diploma of Financial Services - - MLC ~ 2019 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education ~ 2022 - Self Managed Superannuation Funds - Other - Kaplan Professional
 George Kambouroglou 1998 2005 - Diploma of Financial Planning - - Kaplan Professional Education ~ 2006 - Advanced Diploma of Financial Planning - - Kaplan Professional Education ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2019 - Self Managed Superannuation Funds - - Kaplan Professional Education
 Girish Verma 2010 2009 - Diploma of Financial Services (Financial Planning) - - Financial Services Training & Assessment Pty Limited ~ 2011 - Self Managed Superannuation Funds - - Financial Essentials
 Giuseppe Formica 2005 1992 - Associate Diploma of Business Accounting - - Victoria University ~ 1997 - Diploma of Financial Planning - - Financial Planning Association
 Glen Travis Donald Usher 2001 2014 - Diploma of Financial Planning (DFP1-4) - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Grant David Levitas 2010 2009 - Diploma of Financial Planning - - Kaplan ~ 2013 - Advanced Diploma of Financial Planning - - Three Sixty ~ 2017 - Aged Care Professional - - Aged Care Steps
 Gregory Manuel Morianos 2018 2010 - Graduate Diploma of Applied Finance (Financial Planning) - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2012 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher Education ~ 2019 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education ~ 2020 - Tax for Financial Advising and Commercial Law Courses - Other - Kaplan Professional ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
 Gregory Neil Bennett 2018 2014 - Bachelor of Business (Finance) - - Queensland University of Technology ~ 2017 - Diploma of Financial Planning - - Kaplan ~ 2018 - 928 Margin Lending - Knowledge and Skills - - Kaplan ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Gregory Peter Robertson 1996 1988 - Diploma pf General Insurance - Diploma (AQF 5) - Australian Institute of Insurance ~ 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca Learning ~ 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning
 Heath Alexander Hebenton 1996 2003 - CFP - Certified Financial Planner - - Financial Planning Association of Australia ~ 2004 - Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional
 Henriette Scheffer 2012 2007 - Postgraduate Diploma in Financial Planning - Bachelor Degree (AQF 7) - University of the Free State, South Africa ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
 Holly Rose Carter 0 2023 - Bachelor of Business (Financial Planning (Extended)) - Bachelor Degree (AQF 7) - Griffith University
 Hugh Lovibond 2014 2013 - Bachelor of Commerce (Finance) [Approved Degree] & Bachelor of Economics [Double Degree] - Bachelor Degree (AQF 7) - University of Economics ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2016 - Self Managed Superannuation Funds Program - Other - Kaplan Professional ~ 2017 - Tier 1 Margin Lending Personal Advice Program - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education
 Iain Paul Wilkinson 2010 1990 - Bachelor of Applied Science (Rural Management) - - University of Queensland ~ 2010 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2014 - Self Managed Super Funds - - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - - Kaplan Professional
 Ian Kelly 2002 2004 - Diploma of Financial Planning - - Deakin University ~ 2005 - ASX Brokers - - Securities Institute of Australia ~ 2006 - Certified Financial Planner - - FPA
 Isaac Kanyike Ddamba 2006 2004 - Master of Commerce (Banking & Finance) - - Queensland University of Technology ~ 2007 - Diploma of Financial Planning - - Pinnacle Financial Services
 Jace Cordell 2013 2013 - Self Managed Superannuation Funds Program - Other - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - Margin Lending Program - Other - Kaplan Professional ~ 2020 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
 Jacinta Hazel Tim SO 1998 1996 - Bachelor of Commerce (Accounting & Finance) - - Griffith University ~ 2001 - Advanced Diploma of Financial Planning - - Deakin University ~ 2012 - Diploma of Finance and Mortgage Broking Management - - Kaplan Professional ~ 2014 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy Pty Ltd ~ 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
 Jacinta Shayarn Smithers 2021 2017 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University ~ 2020 - FPC002B Ethics and Professionalism in Advice - Bridging Course - Ethics - Kaplan ~ 2021 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
 Jacob Martin Flaherty 0 2022 - Bachelor of Commerce with Distinction (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
 Jake Bongers Hallam 2024 2020 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Jakobus Wynand Gilliland 2018 2011 - Bachelor of Commerce (BComm) - - University of Stellenbosch ~ 2017 - Diploma of Financial Planning - - Kaplan Education Pty Ltd ~ 2018 - Tier 1 - Margin Lending - Personal Advice - - Kaplan Education Pty Ltd
 James Flannery 0 2022 - Bachelor Of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Univsersity of Sunshine Coast ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 James Frederick Rawlings 1997 1996 - Bachelor of Arts - Bachelor Degree (AQF 7) - University of Queensland ~ 2002 - Bachelor of Business (International Business) - Bachelor Degree (AQF 7) - Queensland University Technology ~ 2002 - Diploma of Financial Planning (DFP 1-8) - Diploma (AQF 5) - Financial Planning Association (FPA) ~ 2005 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Australia
 James Sefton 1997 2001 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA)
 Jane Carr 2004 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca Learning ~ 2012 - Self-Managed Superannuation Funds Program - Other - Kaplan Professional ~ 2019 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Jane Cathrine Russell 2006 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2017 - Aged Care Accreditation Program - Other - Aged Care Steps ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Jane Margaret Ryan 2007 2007 - Diploma of Financial Services (financial Planning) - - Tribecca ~ 2023 - SMSF Regualtions and Taxation Course - Other - Kaplan Higher Education
 Janrene Leong 2018 2007 - Bachelor of Commerce (Accounting & Finance) - - Deakin University ~ 2018 - Diploma of Financial Planning - - International Institute of Technology Pty Ltd (IIT)
 Jason Kwong 2006 2002 - Master of Business Administration - - Macquarie University ~ 2008 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2012 - Diploma of Finance and Mortgage Broking Management - - Kaplan Professional
 Jason Rees 2023 2020 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of the Sunshine Coast
 Jason Woolford 2001 1999 - Diploma of Financial Markets - Advanced Diploma (AQF 6) - Securities Institute Education ~ 2009 - Certified Financial Planner Education Program - Professional Designations - FPA ~ 2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2021 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - FPA Australia
 Jayne Elizabeth Bawden 1997 2000 - Diploma of Financial Planning - - Financial Planning Association of Australia Ltd ~ 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia Ltd ~ 2004 - Self Managed Superannuation Funds - - Tribeca Learning (Aust) Pty Ltd ~ 2007 - Masters of Business Administration - - James Cook University ~ 2007 - Masters of Business Administration - Masters Degree (AQF 9) - James Cook University ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional Pty Ltd ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
 Jeffrey Morel 2006 2009 - Advanced Diploma of Financial Services - - Kaplan Education Pty Ltd ~ 2012 - Diploma of Financial Planning - - Intellitrain Pty Ltd
 Jennifer Fitzsimmons 2023 2019 - Bachelor of Business (Administrative Management) - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 2019 - Bachelor of Commerce (Sustainable Economics & Policy and Finance) - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Jennifer Louise Leonard 1996 2001 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - FPA Australia ~ 2006 - Self Managed Superannuation Funds Course - Other - Tribeca Learning ~ 2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional ~ 2016 - Accredited Aged Care Professional Program - Other - Aged Care Steps ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Griffith University
 Jenny Elizabeth Moorman 2008 2008 - Bachelor of Commerce (Economics and Financial Planning) - Bachelor Degree (AQF 7) - Curtin University of Technology ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2023 - Accredited Listed Product Adviser Program - Other - Kaplan
 Jeremy Lenthall 1999 2004 - Advanced Diploma of Financial Services (Financial Planning) - - Integratec (Aust) Pty Limited ~ 2004 - Diploma of Financial Services (Financial Planning) - - Integratec (Aust) Pty Limited
 Jessica Casey Curtis 2015 2015 - Diploma of Financial Planning - Diploma (AQF 5) - TAFE NSW - Sydney Institute ~ 2015 - Margin Lending Program - Other - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education ~ 2020 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
 Joanne Scholz 2013 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
 Joel Simmonds 2017 2014 - Diploma of Financial Planning - - Pinnacle Financial Services Academy Pty Ltd ~ 2016 - Advanced Diploma of Financial Planning - - Kaplan Professional Education ~ 2019 - Self Managed Superannuation Fund Adviser (Personal Advice) - - RG146 Training Australia Pty Ltd
 John Edward Blyth 2011 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - RG146 Training Australia (Mentor Education) ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - RG146 Training Australia (Mentor Education) ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Jonathan Brian Silcock 1985 2003 - FPA Australia - Advanced Diploma (AQF 6) - Diploma of Financial Planning ~ 2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional ~ 2014 - Self Managed Superannuation Funds Program - Other - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Jonathan Richard Harris 2011 1990 - Bachelor of Business - Bachelor Degree (AQF 7) - Footscray Intitute of Technology (Victoria University) ~ 2013 - SMSF Specialist Advisor Accreditation Program - Professional Designations - SMSF Association ~ 2016 - Certified Financial Planner Education Program - Professional Designations - FPA Australia (FAAA) ~ 2020 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
 Jonathan Shineberg 2016 2014 - Master of Business Administration - Masters Degree (AQF 9) - University of Wollongong ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2018 - Self Managed Superannuation Funds Course - Other - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Jonathon Tickle 2012 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Joseph Karam 2005 2000 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology, Sydney ~ 2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA Education (formerly Securities Institute) ~ 2008 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2011 - SMSF Specialist Advisor (SSA) Accreditation - Professional Designations - SMSF Association
 Joshua Blake White 2024 2019 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Queensland ~ 2021 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Queensland ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
 Joshua Kelly 2017 2015 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Julie Bernstein 2010 2010 - Adv Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2011 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2015 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Western Sydney ~ 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Juliet Patricia Redding 1998 2001 - Diploma of Financial Advising - - Securities Institute Education ~ 2015 - Advanced Diploma of Financial Planning - - Kaplan Professional
 Justin Anthony Langford 2008 2008 - Diploma of Financial Services - - GWM ThreeSixty ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - - International Institute of Technology (IIT) ~ 2017 - Graduate Diploma of Financial Planning - - Kaplan Professional
 Justin Bruce Clynes 2001 2000 - Bachelor of Commerce (Banking and Finance) - Bachelor Degree (AQF 7) - University of Canberra ~ 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia ~ 2007 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional
 Justin Dean Shipp 2004 1994 - Bachelor of Business - - La Trobe University Bendigo ~ 2004 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2011 - Self Managed Super Funds - - Kaplan ~ 2016 - Certified Financial Planner - - FPA
 Justin Kim Butler 1991 2000 - Certified Financial Planner - - FPA ~ 2000 - Diploma of Financial Planning - - FPA ~ 2004 - Self Managed Super Fund Course - - Tower ~ 2009 - ASX Securities - - Kaplan ~ 2010 - Margin Lending - - Kaplan
 Kanhai Desai 2009 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education ~ 2011 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - RMIT ~ 2014 - Advanced Self Managed Super Funds Program - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Certified Finanical Planner Education Program - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
 Kar Mun Chin 2008 2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional ~ 2012 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - RMIT University ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - AAMC Training Group ~ 2013 - Specialist SMSF Course - Other - AMP & University of Adelaide ~ 2016 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
 Karen Lee Walmsley 2008 1996 - Bachelor of Commerce (Accounting) - - University of Western Sydney ~ 1996 - Certified Practising Accountant - - CPA Australia ~ 2008 - Diploma of Financial Services (Financial Planning) - - Financial Services Training & Assessment Pty Ltd ~ 2009 - Registered Tax Agent - - Tax Practitioners Board ~ 2013 - Taxation & Estate Planning - - Kaplan Professional Education
 Katerina Anne Kimmorley 1992 1999 - Certified Financial Planner - - RMIT/ Deakin University ~ 1999 - Diploma of Financial Planning - - FPA/Deakin University ~ 2014 - ALPA - - Kaplan Professional Education
 Kathryn Price 2018 1995 - Bachelor of Applied Science - Bachelor Degree (AQF 7) - Bachelor Degree ~ 2001 - Graduate Diploma in Business (Management) - Graduate Diploma (AQF 8) - Monash University ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Tax for Financial Advising and Commercial Law Courses - Other - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Kayleigh Anderson 2010 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional ~ 2011 - Self Managed Superannuation Funds Course - Other - Kaplan Professional ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
 Kevin Vincent Cuthbert 1993 2000 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2000 - Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2006 - Bachelor of Commerce in Financial Planning & Investments - - Griffith University ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2013 - Self Managed Superannuation Funds - - Kaplan Professional
 Kieron Alexander Lawlor 2006 2005 - Diploma of Financial Services - - ThreeSixty Adviser Campus ~ 2006 - Advanced Diploma of Financial Services - - ThreeSixty Adviser Campus ~ 2010 - Certified Financial Planner Certification - - Financial Planning Association ~ 2012 - Direct Equities Accreditation - - AMP ~ 2014 - Self Managed Super Fund Accreditation - - Kaplan Professional Education
 Kirsty Marie Wallace 2017 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor
 Kurt Prebble 2015 2007 - Bachelor of Mathematics and Finance - Bachelor Degree (AQF 7) - University of Wollongong ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - International Institue of Technology ~ 2015 - Certified Financial Planner (CFP) Education program - Professional Designations - Financial Planning Association of Australia ~ 2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
 Lachlan Edmund Semmens 2009 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Margin Lending and Gearing Investments Course - Other - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2014 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
 Leigh Roy Christopher 2016 2010 - Bachelor of Business - Applied Finance - - University of Western Sydney ~ 2014 - Advanced Diploma of Financial Planning - - Kaplan ~ 2017 - Accredited Aged Care Professional - - Aged Care Steps (ACS) Pty Ltd ~ 2018 - Certified Financial Planner - - Financial Planning Association of Australia
 Lesley Kate Legg 2012 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor ~ 2018 - Commercial Law Course - Other - Kaplan Professional ~ 2019 - Tax for Financial Advising - Other - Kaplan Professional
 Leticia Anne Leggett 2007 1997 - Bachelor of Business (Agricultural Commerce) - Bachelor Degree (AQF 7) - University of Sydney ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2012 - ASX Accredited Listed Products Adviser Program - Other - Kaplan Professional ~ 2017 - Accredited Aged Care Professional Program - Other - Aged Care Steps ~ 2023 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education
 Libby Juliet Gair 0 2017 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Australian Catholic University ~ 2019 - Diploma of Financial Planning - Diploma (AQF 5) - TAFE NSW ~ 2023 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Western Sydney University
 Lisa Papachristoforos 2016 2003 - Bachelor of Business (Accountancy) with Distinction - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 2003 - Bachelor of Business (Financial Planning) with Distinction - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 2010 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - The Institute of Chartered Accountants in Australia ~ 2010 - SMSF Specialist Advisor - Professional Designations - SMSF Association ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy
 Lloyd Harris 2003 2011 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Queensland University Technology ~ 2011 - Margin Lending and Geared Investments Course - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2012 - Self-Managed Superannuation Funds Course - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher Education
 Louise Rottier 2002 1996 - Bachelor of Applied Science (Medical Radiation Technology) - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2004 - Diploma of Financial Planning (8 Units) - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 2011 - Margin Lending & Geared Investments - Other - Kaplan Professional Education ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Luke Alexander Smith 2004 2006 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Archer College ~ 2006 - Diploma of Financial Services Financial Planning - Diploma (AQF 5) - Archer College ~ 2015 - SMSF Association Specialist Member Accreditation Program - Diploma (AQF 5) - SMSF Association ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Luke Daniel Baker 2018 2018 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University ~ 2019 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education
 Luke Kidd 2016 2012 - Bachelor of Fine Art - - Griffith University ~ 2015 - Diploma of Financial Planning - - Kaplan Professional ~ 2017 - Advanced Diploma of Financial Planning - - Kaplan Professional
 Luke Mase 2016 2013 - Bachelor of Commerce (Finance & Financial Planning) - - Deakin University ~ 2018 - Certified Financial Planner - - Financial Planning Association of Australia
 Luke Thomas Saltmarsh 2018 2015 - Bachelor of Business in Management & Finance - - RMIT University ~ 2017 - Diploma of Financial Planning - - Kaplan
 Luke Youd 2015 2015 - Bachelor of Business (Financial Planning) - - RMIT University ~ 2016 - Self Managed Super Funds - - Kaplan ~ 2016 - Tier 1 - Margin Lending - - Kaplan ~ 2022 - Accredited Residential Aged Care Workshop - Other - Aged Care Gurus
 Lyle Evan Alexis Filer 2013 2017 - Commercial Law and Australian Tax Law for Tax Agents Courses - Other - International Institute of Technology ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2020 - Self Managed Superannuation Funds (Personal Advice ) Course - Other - Mentor Education ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
 Lynda Joanne Middleby 2005 1998 - Bachelor Commerce - - University of Newcastle ~ 2005 - Diploma Financial Services (Financial Planning) - - Financial Services Training & Assessment Pty Ltd ~ 2008 - Advanced Taxation Planning - - Pinnacle ~ 2009 - Self Managed Superannuation Funds - - FSTA
 Malcolm Simpson 2008 2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2013 - Certified Financial Planner Education Program - Professional Designations - FPA Australia ~ 2015 - Self Managed Superannuation Funds Course - Other - AAMC Training Group
 Man Kit Tsang 2010 2004 - Bachelor of Commerce (eCommerce and Economics and Finance) - - The University of Sydney ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2008 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2011 - Self Managed Superannuation Funds - - Kaplan Professsional ~ 2014 - Certified Financial Planner - - Financial Planning Association
 Margaret Lisa Tagg 2000 2011 - ASX Securities - - Kaplan ~ 2011 - Self Managed Super Fund Course - - Kaplan ~ 2012 - Advanced Diploma of Financial Services (FP) - - Kaplan ~ 2014 - Certificate IV in Financial Services (Finance/Mortgage Broking) - - Kaplan ~ 2015 - Accredited Aged Care Professional - - Aged Care Steps
 Marius DE Lange 2014 1998 - National Diploma of Accountancy - Advanced Diploma (AQF 6) - Technikon SA (South Africa) ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology ~ 2016 - Self Managed Superannuation Fund Adviser (Personal Advice) Course - Other - Mentor Education ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Mark Linton Stewart 2007 2004 - Certificate in Introductory Mortgage Broking - Other - FARSTA ~ 2005 - Diploma of Financial Services (Financial Planning) - - Tribecca ~ 2012 - DPML Margin Lending - - Pinnacle ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - Self Managed Super Funds - - Kaplan
 Mark Tanner 2014 1999 - Bachelor of Commerce (Honours) - - University of Queensland ~ 1999 - Bachelor of Economics - - University of Queensland ~ 2014 - Diploma of Financial Planning - - Monarch Institute
 Mark Trevor Manning 1990 2009 - Industry Standard Education - RG146 Specialist knowledge - - Kaplan Professional ~ 2013 - ASX Listed Products Accreditation Course - - LPAC Online Pty Ltd ~ 2014 - SMSF - - University of Adelaide
 Martin Brett Newnes 1996 2002 - Diploma of Financial Planning - - Financial Planning Association of Australia Limited ~ 2004 - Self Managed Superannuation Funds - - Tribeca Learning (Aust) Pty Limited ~ 2012 - Margin Lending and Geared Investments - - Kaplan Education Pty Limited
 Mary Lynette Eddy 2003 2001 - Diploma of Financial Planning - - Deakin University VIC ~ 2009 - Company Directors Course - - Australian Institute of Company Directors ~ 2010 - DPML Margin Lending - - Pinnacle Financial Services Academy ~ 2010 - Financial Essentials SMSF Adviser Education Program - - Financial Essentials Pty Ltd ~ 2015 - Advanced Diploma of Financial Planning - - Monarch Institute
 Mathew David Tenison 2011 2013 - Advanced Diploma of Financial Planning - - Kaplan Education Pty Ltd ~ 2014 - Margin Lending Course - Other - Kaplan Professional ~ 2014 - Self Managed Superannuation Funds Certificate - - Kaplan Professional Education
 Mathew Jason Hill 2006 2016 - Graduate Certificate Financial Planning - - Kaplan ~ 2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Matthew Bruce 2001 1997 - Bachelor Economics - Bachelor Degree (AQF 7) - University of Newcastle ~ 2004 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2007 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia ~ 2012 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Matthew Cummins 2010 2006 - Diploma of Financial Planning - - Kaplan Professional Education ~ 2007 - Bachelor of Business and Commerce - - University Of Western Sydney ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2010 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2012 - Advanced Diploma of Financial Planning - - Kaplan Professional Education
 Matthew Marshall Staples 2018 2017 - Bachelor of Commerce (Finance and Financial Planning) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2020 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional ~ 2021 - Margin Lending Specialist Course - Other - Kaplan Professional
 Matthew Robert Shute 2001 1994 - Bachelor of Economics - - Flinders University ~ 2004 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education ~ 2004 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2010 - Certificate IV in Financial Services (Finance/Mortgage Broking) - - Kaplan Professional Education ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
 Matthew Thomas Mannion 2022 2008 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney ~ 2009 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - Chartered Accountants Australia & New Zealand ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Matthew William Mcconnell 2003 1997 - Advanced Diploma in Business Accounting - - TAFE ~ 1998 - Bachelor of Commerce - - University of Tasmania ~ 2000 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2004 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA) ~ 2007 - Graduate Diploma of Applied Finance & Investment - - FINSIA
 Meihua Nan 2011 2010 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - International Institute of Technology ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2015 - Advanced Diploma Financial Planning (FNS60410) - Advanced Diploma (AQF 6) - International Institute of Technology ~ 2016 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
 Melissa Elizabeth Kaponay 2016 2015 - Diploma of Financial Planning - - Kaplan Professional
 Michael Adair 2000 1997 - Bachelor of Commerce - - Curtin University of Technology ~ 2000 - Securities - - Securities Institute ~ 2013 - Certified Financial Planner - - Financial Planning Association ~ 2013 - Margin Lending - - MLC Advice Education ~ 2015 - Self Managed Superannuation Funds - - Kaplan
 Michael Adam Johnson 2010 2008 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - University of Tasmania ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2014 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia ~ 2019 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
 Michael Bond 2006 2002 - Bachelor of Commerce - - Bond University ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2009 - Self Managed Superannuation Funds - - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional
 Michael Christopher Bailey 2007 2007 - Diploma of Financial Services (Financial Planning) - - Tribeca (Kaplan Professional) ~ 2010 - Bachelor of Business (Banking & Finance) - - Queensland University of Technology (QUT) ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2023 - Specialist SMSF Online Course - Other - SuperConcepts and University of Adelaide (ICFS)
 Michael Gilles Basset 2001 2004 - Advanced Diploma of Financial Services - - Kaplan Professional (formerly Tribeca) ~ 2004 - Diploma of Financial Services (Financial Planning) - - Tribeca (Kaplan Professional) ~ 2010 - Self Managed Superannuation Funds - - Kaplan Professional ~ 2017 - Accredited Listed Product Adviser Program - - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Michael John Gibb 2010 2005 - Bachelor of Business (Banking & Finance) - - Queensland University of Technology (QUT) ~ 2010 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2010 - Margin Lending and Gearing Investments - Other - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2016 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
 Michael Nowak 2005 1999 - Bachelor of Business (Economics) - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2012 - Self Managed Superannuation Funds Course - Other - Kaplan Professional ~ 2014 - Fellow Chartered Financial Practitioner Program - Professional Designations - AFA with Kaplan Higher Education ~ 2019 - Ethics and Professionalsm in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
 Michael Rambaldini 1995 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2013 - Specialist SMSF Course - - University Of Adelaide ~ 2015 - Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2017 - Accredited Aged Care Professional - - Aged Care Steps
 Michael Thomas Stephen New 1994 2000 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2014 - Professional Certificate in Self-Managed Superannuation Funds - Other - University of Adelaide
 Micheal John Kiefer 2003 1998 - Bachelor of Commerce - - University of New England ~ 1999 - Graduate Diploma in Business Studies - - University of New England ~ 2008 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2013 - Self Managed Superannuation Funds - - Kaplan Education Pty Limited
 Michelle Liddle 2015 2015 - Diploma of Financial Planning - - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - - Kaplan Professional
 Mikhaila Joan Robertson 2018 2016 - Diploma of Financial Planning - - Kaplan Professional ~ 2017 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2018 - Economic, Legal & Ethical Context for Financial Planning - - Kaplan Professional
 Myles Corcoran 2016 2012 - Bachelor of Commerce - - University of Southern Queensland ~ 2012 - Diploma of Financial Planning - - Kaplan Professional Education ~ 2014 - Advanced Diploma of Financial Planning - - Kaplan Professional Education
 Natalie Ann Williams 2021 2015 - Postgraduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of the Free State (South Africa) ~ 2019 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2022 - Self Managed Superannuation Funds Program (FPE016) - Other - Kaplan Higher Education
 Natalie Luzecki 2013 2002 - Bachelor of Economics - - University of Adelaide ~ 2011 - Graduate Diploma in Global Wealth Management - - University of Adelaide ~ 2016 - Advanced Diploma in Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
 Nicholas Casey Styman 2018 2010 - Bachelor of Commerce - - Griffith University ~ 2010 - Bachelor of International Business - - Griffith University ~ 2015 - Level 1 - Chartered Financial Analyst - - CFA Institute
 Nicholas Dangerfield 1996 2000 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2012 - Certificate IV in Financial Services (Finance / Mortgage Broking) - - Kaplan Professional ~ 2012 - Self Managed Super Funds - - Kaplan Professional
 Nicholas James Calhau 2018 2014 - Bachelor of Science (Mathematics) - - University of New South Wales ~ 2017 - Graduate Certificate in Financial Planning - - Kaplan Professional Education ~ 2019 - Graduate Diploma of Financial Planning - - Kaplan Professional Education
 Nicholas Mosey 2004 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Education Pty Limited ~ 2013 - Self Managed Superannuation Funds - - Kaplan Education Pty Limited ~ 2014 - Advanced Diploma of Financial Planning - - Kaplan Education Pty Ltd
 Nick Walter 2000 2000 - Bachelor of Business (Accounting) - - Macquarie University ~ 2003 - Graduate Diploma of Applied Finance - - Kaplan Professional Education ~ 2010 - Graduate Diploma of Financial Planning - - Kaplan Professional Education ~ 2013 - Fixed Income Course - - FIIG
 Nicola Jane Downham 0 2022 - Graduate Diploma Of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Nicole Jankovic 2010 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Margin Leading and Geared Investments - Other - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Noak Broman-minhas 2011 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - RG 146 Training (Mentor Education) ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - RG 146 Training (Mentor Education) ~ 2016 - Graduate Certificate of Financial Planning - Graduate Certificate (AQF 8) - Charles Sturt University ~ 2018 - Master of Applied Finance (Financial Planning) - Masters Degree (AQF 9) - Charles Sturt University ~ 2020 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education
 Norma Jane Samson 2008 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2011 - Margin Lending Accreditation Program - Other - Financial Essentials ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2015 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
 Patrick Gerard Duffy 2009 2005 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - University of Technology Sydney (UTS) ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2012 - Self Managed Superannuation Fund - Other - Kaplan Professional ~ 2014 - Margin Lending (Knowledge and Skills) Course - Other - Kaplan Professional ~ 2015 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Western Sydney (UWS)
 Patrick Harrison 2007 2007 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd ~ 2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
 Patrick Hegarty 2000 2003 - Graduate Diploma of Applied Finance and Investment - - Securities Institute ~ 2011 - Margin Lending and Geared Investments - - Kaplan Education Pty Limited
 Paul Friedrich 1990 2000 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2012 - RG146 Provide advice in Margin Lending - Other - MLC ThreeSixty ~ 2023 - SMSF Specialist Online Course - Other - SuperConcepts & University of Adelaide (ICFS) ~ 2024 - Margin Lending Specialist - Other - Kaplan Professional
 Paul Kinsella 2009 2008 - Diploma Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Group ~ 2009 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy ~ 2010 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
 Paul Kurt Oesterheld 1989 1984 - Bachelor of Business - - University of Technology Sydney ~ 2004 - Self Managed Superannuation Fund (SMSF 1: Core Principles) - - Kaplan Education Pty Ltd (formerly Tribeca Learning (Australia) Pty Ltd) ~ 2005 - Diploma of Financial Planning - - Deakin University ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Paul Michael Perkins 1996 1979 - Diploma of Business (Accounting) - - Swinburne College of Technology ~ 1998 - Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2000 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2004 - Self-Managed Superannuation Funds - - Financial Essentials ~ 2012 - ASX Accredited Listed Products Adviser Program - - Kaplan Professional
 Paul Ter Bogt 2006 2004 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute of Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Paula Loschi 2012 2010 - Diploma of Financial Services (Financial Planning) FNS50804 - - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) FNS60404 - - International Institute of Technology ~ 2014 - Self Managed Superannuation Funds - - Mentor Education ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Penelope Anne Dalmeyer 2004 2001 - Bachelor of Health Science (Environmental Health) - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2012 - Self Managed Superannuation Funds Course - Other - Kaplan Professional ~ 2017 - Accredited Listed Product Adviser - Other - Kaplan Professional
 Peter William Doohan 2002 2003 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - FPA ~ 2006 - Master of Financial Planning - Masters Degree (AQF 9) - University of Sunshine Coast ~ 2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional ~ 2019 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2024 - Specialist SMSF Online Course - Other - SuperConcepts & University of Adelaide
 Peter Zgouras 2006 1999 - Bachelor of Commerce (Finance & Economics) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2006 - Advanced Diploma Of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Financial Planning (RTO) ~ 2010 - Certified Financial Planner Education Program - Professional Designations - FPA ~ 2011 - Margin Lending & Geared Investments - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
 Peter-james Mackinnon Cameron 2018 2016 - Diploma of Financial Planning - - Kaplan Professional ~ 2017 - Commercial Law - - Kaplan Professional ~ 2017 - Tax for Financial Advising - - Kaplan Professional ~ 2018 - Graduate Certificate of Finance - - MacQuarie University ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
 Qian Zhang 2008 2010 - Advacned Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional ~ 2013 - Advanced SMSF Program - Other - Kaplan Professional ~ 2014 - Certified Financial Planner Education Program (5 units) - Professional Designations - FPA Australia ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
 Quoc Tuy Nguyen 2005 2004 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT) ~ 2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Ray Senior 2015 2014 - Diploma of Financial Planning - - Kaplan Professional
 Raymond Nous 2010 2010 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2015 - Provide advice in Margin Lending - - Pinnacle
 Richard John Petrusma 1994 2007 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Limited ~ 2010 - ASX Listed Products Accreditation Course (LPAC) - - Alpha Structured Investments Pty Ltd ~ 2018 - Self Managed Superannuation Funds - Other - Kaplan Professional
 Richard Marsh 2007 2001 - Bachelor of Commerce (Management and Marketing) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2012 - Self Managed Superannuation Funds Course - Other - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2022 - Certified Financial Planner (CFP) Certification Program (5 units) - Professional Designations - FPA Australia
 Richard Mcerlean 2001 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2011 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2015 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional
 Richard Wakefield 2003 2003 - Policy Statement 146 Knowledge assessment - - Integratec ~ 2004 - Diploma of Financial Planning - Diploma (AQF 5) - Integratec ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
 Ricky Baker 2009 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
 Robert Arthur Ross 2003 1987 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of New South Wales ~ 1987 - Bachelor of Laws - Bachelor Degree (AQF 7) - The University of New South Wales ~ 1993 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Robert Bacsko 2001 1998 - Bachelor of Commerce - - University of Western Sydney ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2010 - Margin Lending and Geared Investment - - Kaplan ~ 2012 - Certificate IV in Finance and Mortgage - - Kaplan ~ 2013 - Self Managed Super Funds - - Integrity
 Robert Castro 2005 2000 - Bachelor of Business - - University of Technology, Sydney ~ 2005 - Graduate Diploma of Financial Planning - - Securities Institute ~ 2010 - Certified Financial Planner - - Financial Planning Association ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2012 - Self Managed Superannuation Funds - - Kaplan Professional
 Rodel Manlapid Claudio 2003 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec Training and Commonwealth Bank of Australia ~ 2012 - Certified Financial Planner Education Program - Professional Designations - FPA Australia ~ 2014 - Margin Lending Course (928S) - Other - Kaplan Professional
 Rodney Lewis Baker 1999 1990 - Bachelor of Business - - University College of Southern Queensland ~ 2009 - SMSF Adviser Education Program - - Financial Essentials ~ 2010 - ASX Listed Products Accreditation Course - - Kaplan ~ 2011 - Margin Lending and Geared Investments - - Kaplan ~ 2014 - Certificate IV in Finance and Mortgage Broking - - Kaplan
 Roger John Perrett 1999 1998 - Bachelor of Business - Bachelor Degree (AQF 7) - Australian Catholic University ~ 2006 - Self Managed Superannuation Funds Course - Other - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education
 Ross William Marshall 2007 2007 - Bachelor of Commerce - - Griffith University ~ 2007 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education
 Rudy Liu 2003 2002 - Bachelor of Business (Marketing) - - Central Queensland University ~ 2011 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2012 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy ~ 2013 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
 Ryan James 2022 2017 - Bachelor of Commerce - Bachelor Degree (AQF 7) - La Trobe University ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2021 - Self Managed Superannuation Funds - Other - Kaplan ~ 2022 - Margin Lending Specialist - Other - Kaplan
 Ryan Keigher 2012 2006 - Bachelor of Business (Marketing) - - Queensland University of Technology ~ 2012 - Diploma of Financial Services (Financial Planning) - - Intellitrain ~ 2014 - Certificate IV in Finance and Mortgage Broking - - Kaplan ~ 2015 - Self Managed Superannuation Funds - - International Institute of Technology ~ 2016 - Master of Applied Finance (Financial Planning) - - Charles Sturt University
 Salvatore Angelo Minuti 2002 2004 - Tax & Financial Planning Strategies - Advanced Diploma (AQF 6) - Financial Planning Association ~ 2007 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan ~ 2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan ~ 2016 - Advanced Diploma of Finanical Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Samuel Douglas Gray 2009 2001 - Bachelor of Commerce (Acc and Finance) - Bachelor Degree (AQF 7) - Murdoch University ~ 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FPA ~ 2009 - Graduate Diploma of Applied Finance (Financial Planning) - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2014 - Margin Lending, SMSF and ALPA Courses - Other - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Samuel Gregory Dwight 2023 2021 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Swinburne University of Technology
 Samuel James Carter 0 2022 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Samuel John Simpson 2009 2006 - Bachelor of Commerce - - Murdoch University ~ 2012 - Advanced Diploma of Financial Services - - Kaplan Professional ~ 2013 - Certified Financial Planner Education Program - Professional Designations - FPA Australia
 Samuel Patrick Wallis-smith 1996 1994 - Bachelor Commerce - Bachelor Degree (AQF 7) - University of Adelaide ~ 2000 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Samuel Trill Astell 0 2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania ~ 2006 - Graduate Diploma in Property - Graduate Diploma (AQF 8) - University of South Australia ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Sarah Denise Phillips 2010 1994 - Diploma of Superannuation Management - - ASFA ~ 2007 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2022 - Graduate Diploma of Financial Planing - Graduate Diploma (AQF 8) - Kaplan HIgher Education Pty Ltd
 Sarah Jane Carter 1990 1987 - Bachelor of Economics - - University of Sydney ~ 1994 - Diploma of Financial Planning - - Financial Planning Association ~ 2014 - Diploma of Financial Planning - - Kaplan Professional Education ~ 2016 - Accredited Listed Product Adviser Program - - Kaplan ~ 2017 - Self Managed Superannuation Funds - - Kaplan
 Sayyed Akhtar 1999 2004 - Foundation Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2006 - Advanced Diploma of Financial Planning - - Tribeca Learning ~ 2007 - Self Managed Superannuation Funds - - Tribeca Learning ~ 2010 - ASX ALPA Program - - Kaplan Professional Education ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
 Scott Ashman 2006 2011 - Certificate Four in Finance & Mortgage Broking - - Kaplan Professional ~ 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2011 - Margin Lending - - Kaplan Professional ~ 2012 - Advanced Diploma Financial Services (Financial Planning) - - Kaplan Professional
 Scott Kesby 2011 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Mergin Lending and Geared Investments Program - Other - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2013 - Self Managed Superannuation Funds Program - Other - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Scott Phillip Duffy 2014 2014 - ADFP - - Mentor ~ 2014 - DFP - - Mentor
 Scott Richard Campbell 2001 1987 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Queensland ~ 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia Ltd ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2014 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Scott Semple 2004 2002 - Bachelor of Business (Enterprise Development) - Bachelor Degree (AQF 7) - La Trobe University ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2013 - Self Managed Superannuation - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
 Scott Wallace Hendy 2022 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University ~ 2022 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education
 Sean Michael Farrelly 2015 2008 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2015 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional
 Shannon Medlin 2008 2007 - Bachelor of Business (Accounting) - - Central Queensland University ~ 2007 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2011 - Margin Lending & Geared Investments - - Kaplan Professional
 Shu Zheng HE 2004 2003 - Diploma of Financial Services (FP) FNB50802 - Diploma (AQF 5) - Kaplan Australia ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy ~ 2013 - RG146 ASIC Margin Lending Met - Other - MLC ThreeSixty
 Simon Allanson 2006 2001 - Bachelor of Finance - - University of Adelaide ~ 2004 - Graduate Diploma of Applied Finance and Investment - - Securities Institute ~ 2007 - Graduate Diploma of Financial Planning - - Securities Institute of Australia ~ 2010 - Certified Financial Planner - - Financial Planning Association of Australia
 Simon Christopher Dowd 2004 2003 - Diploma of Financial Advising - - Securities Institute ~ 2004 - Diploma of Financial Planning - - Financial Planning Association ~ 2010 - ASX Accredited Listed Products Adviser (ALPA) Program - - Kaplan Professional ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2010 - Self Managed Superannuation Funds - - Kaplan Professional
 Simon Coombes 2011 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Education Pty Limited ~ 2013 - Advanced Diploma of Financial Planning - - Kaplan Education Pty Limited ~ 2016 - Accredited Listed Product Adviser Program - - Kaplan Education Pty Limited ~ 2016 - Graduate Diploma of Financial Planning - - Kaplan Education Pty Limited ~ 2017 - Master of Financial Planning - - Kaplan Education Pty Limited
 Simone Richardson 2004 2003 - Diploma of Financial Services FNB50802 - - ThreeSixty ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - - ThreeSixty ~ 2013 - Bachelor of Business (Economics) - - Swinburne University
 Sing Heong NG 2003 2000 - Master of Business Administration - - Monash University ~ 2002 - Risk Management - - Integratec ~ 2002 - Superannuation & Retirement Planning - - Integratec ~ 2006 - Diploma of Financial Services (Financial/Mortgage Broking Management) - - Plan Connect ~ 2011 - SMSF Adviser Education Program - - Financial Essentials
 Sonia Elizabeth May Muller 2001 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca Learning ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2014 - Self Managed Superannuation Funds Course - Other - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Stacey Tarina Donovan 2007 2012 - Life Insurance - - Mentor Education Group ~ 2014 - Superannuation and Retirement Planning - - Kaplan ~ 2016 - Managed Investments and Securities - - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Stephen Buchanan 1987 2002 - PS 146 Knowledge Asessment Core & Life Insurance - - Integratec ~ 2002 - PS 146 Knowledge Asessment Financial Planning - - Integratec ~ 2002 - PS 146 Knowledge Assessment Superannuation - - Integratec ~ 2013 - Superannuation and Life Insurance Skills - - Kaplan Professional Education
 Stephen John Obst 1996 2001 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2008 - Self Managed Superannuation Funds Course - Other - Financial Essentials
 Stephen Nielsen 2007 1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University ~ 2000 - Master of Business Administration - Masters Degree (AQF 9) - University of Southern Queensland ~ 2005 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Tribeca Learning ~ 2015 - Fellow Chartered Financial Practitioners (FChFP) - Professional Designations - Association of Financial Advisers (AFA) ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Stephen Percival Gray 1988 2003 - PS 146 - - Kaplan Professional Education ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2012 - ASX Accredited Listed Product Adviser - - Kaplan Professional Education
 Stewart Allen Thistlethwaite 2005 2005 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2007 - Self Managed Super Funds - - Kaplan ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan
 Stewart Mckenzie French 2004 2006 - ASX Accredited Listed Product Adviser Program - Other - FINSIA ~ 2008 - Self Managed Superannuation Funds Course - Other - Kaplan Professional ~ 2012 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2012 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2013 - RG146 928 Margin Lending - Diploma (AQF 5) - Kaplan Australia
 Stuart James Westhoff 1999 1998 - Bachelor of Arts in Sports Science - Bachelor Degree (AQF 7) - University of Canberra ~ 2002 - Diploma of Financial Planning (8 Units) - Advanced Diploma (AQF 6) - FPA Australia ~ 2005 - Certified Financial Planner Education Program - Professional Designations - FPA Australia ~ 2011 - Margin Lending and Geared Investments (2010) & Self Managed Superannuation Funds (2011) Courses - Other - Kaplan Professional ~ 2021 - All 3 Bridging Courses (FPC001B, FPC002B, FPC007B) - Bridging Course - Ethics - Kaplan Higher Education
 Stuart Wilkinson 2015 2011 - Bachelor of Business (Financial Management & Financial Planning) - Bachelor Degree (AQF 7) - La Trobe University ~ 2018 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
 Susan Louise O'neill 0 2003 - Bachelor of Arts (International Studies) - Bachelor Degree (AQF 7) - University of South Australia ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - AAMC Training Group ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Terry Evreniadis 2004 1999 - Diploma of Financial Planning - - Financial Planning Association of Australia Limited ~ 2005 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2010 - Margin lending - - Pinnacle Financial Services Academy ~ 2024 - Aged Care Course - Other - Kaplan Higher Education
 Thomas Alexander Robertson 2017 1995 - Bachelor of Commerce - - The University of Western Australia ~ 2003 - Graduate Diploma of Applied Finance & Investment - - Securities Institute ~ 2003 - Graduate Diploma of Financial Planning - - Securities Institute ~ 2017 - Accredited Listed Product Adviser Program - - Kaplan ~ 2017 - Self Managed Superannuation Funds - - Kaplan
 Thomas Joseph Kidd 2022 2020 - Bachelor of Business (Financial Planning) with Distinction - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
 Timothy Cummins 2015 2012 - Bachelor of Business - - University of Technology Sydney (UTS) ~ 2013 - Diploma of Financial Planning - - Kaplan Professional Education ~ 2016 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2017 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2017 - Tier 1 Margin Lending - Personal Advice - - Kaplan Professional Education
 Timothy Haselum 2015 2006 - Bachelor of Economics - - University of Adelaide ~ 2006 - Bachelor of Finance - - University of Adelaide ~ 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2020 - Self-Managed Superannuation Funds - Other - Kaplan Professional
 Timothy John Renouf 2007 2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Otago (NZ) ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan ~ 2016 - Self Managed Superannuation Funds - Other - Kaplan ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Timothy Keith Hayman 2010 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy ~ 2014 - Justice of the Peace (NSW) - - NSW Government Justice ~ 2014 - Master of Commerce (Financial Planning) - - University of Western Sydney
 Timothy Leonard Bird 1987 2003 - DFP 1-4 - Diploma (AQF 5) - Mixed Providers ~ 2012 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Toni Zafirovski 2009 2003 - Bachelor of Economics - - University of Western Sydney ~ 2008 - Diploma of Financial Services (FP) - - Mentor PS146 Training Australia ~ 2008 - Diploma of Financial Services (Financial Planning) - - PS146 Training Australia
 Tony Manno 2005 2005 - Bachelor of Commerce (Economics and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
 Tracey Kitson 2008 2005 - Diploma of Financial Services (Life Insurance Stream) - - Australia and New Zealand Banking Group Ltd (ANZ) ~ 2008 - ASIC RG 146 Tier 1 Compliance in Life Insurance and Superannuation - - Australian and New Zealand Institute of Insurance and Finance ~ 2016 - Advanced Diploma of Financial Planning - - Kaplan Education Pty Ltd
 Tricia Carter 2012 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan International ~ 2018 - Advanced Diploma of Financial Planning - - Kaplan
 Troy Scott 2010 2008 - Bachelor of Business - - Southern Cross University ~ 2013 - Diploma of Financial Services - - Kaplan Professional Education ~ 2013 - Self Managed Superannuation Funds - - International Institute of Technology ~ 2014 - Advanced Diploma of Financial Planning - - International Institute of Technology ~ 2018 - Principles of Margin Lending - - International Institute of Technology
 Vasilios Tom Antoniou 2005 2004 - Advanced Diploma of Accounting - - TAFE SA ~ 2004 - Certificate III in Financial Services - - TAFE SA ~ 2008 - Graduate Diploma in Financial Planning - - Finsia ~ 2014 - Certificate IV in Finance and Mortgage Broking - - AAMC Training Group ~ 2014 - Certificate IV in Financial Services - - TAFE SA
 Vera GU 2009 2000 - Bachelor of Commerce (Marketing and Finance) - Bachelor Degree (AQF 7) - University of New South Wales ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional ~ 2013 - Certified Financial Planner (CFP) Certification Program (5 units) - Professional Designations - FPA Australia
 Walter Michael Fryer 1975 2002 - Diploma of Financial Planning - - Integratec ~ 2005 - Self Managed Super Fund Course - - Tower ~ 2010 - Margin Lending - - Kaplan
 Warren Martin Strybosch 2002 1998 - Bachelor of Teaching & Bachelor of Science - Bachelor Degree (AQF 7) - Deakin University ~ 2004 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA Australia ~ 2010 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2013 - Margin Lending Program (928S) - Other - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Weiqing Wang 2009 2005 - Bachelor of Commerce - - Australian National University ~ 2009 - Diploma of Financial Services - - ThreeSixty Adviser Campus ~ 2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional ~ 2014 - Self Manged Superannuation Funds Course - Other - Kaplan Professional
 Wesley Tadeu DE Oliveira 2021 2008 - Bachelor of Business Administration - Other - Faculdades Promove MG Brazil ~ 2011 - Certificate in Business Administration Concentration in Finance and Controllership - Other - Ibmec Instituto Brasileiro de Mercado de Capitais - Brazil ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
 William Edward Murray 1992 1989 - Bachelor of Business - - University of Technology, Sydney ~ 1999 - Certified Financial Planner - - Financial Planning Association of Australia ~ 1999 - Diploma of Financial Planning - - Financial Planning Association of Australia
 William Nakos 2018 2018 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - RMIT University ~ 2018 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University