Download this database for offline use

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

NameFirst provided adviceQualification and trainings
 Aaron Walters2007Advanced Diploma of Financial Planning (DFP 1-8) - Kaplan Professional ~ Bachelor of Business (Finance) - Southern Cross University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Adam Francis Gotsalks2006Diploma of Financial Markets - Securities Institute ~ Graduate Diploma of Financial Planning - Kaplan (formerly FINSIA)
 Adam John Mackenzie2008Diploma of Financial Services (Financial Planning) - Mentor Education
 Adam Niewidok2010Diploma of Financial Services - Finsia Education
 Adam Stefanovski2008Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce - University of Wollongong ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Adrian Ross Scuteri2005Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ Diploma Financial Services (Financial Planning) - MLC ThreeSixty ~ Diploma of Financial Markets - Securities Institute Education ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA)
 Adriana Oreskov2005Advanced Diploma of Financial Planning - Integrity education Group ~ Bachelor of Business - La Trobe University ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Alaina Anderlini2012Bachelor of Commerce (Accounting) - James Cook University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ MAI769 Ethics for Financial Services - Deakin University ~ MLI714 Financial Advice Regulation - Deakin University
 Alan Tickle1990Accredited Aged Care Professional - Aged Care Steps (ACS) Pty Ltd ~ Accredited Listed Product Adviser Program - Kaplan Professional ~ Diploma of Financial Planning - Deakin University
 Alexander Guy Morris2002Bachelor of Commerce (Finance & Marketing) - University of New South Wales ~ Certified Financial Planner - FPA ~ Graduate Dipoma of Financial Planning - Securities Institute ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Amanda Jane Newman2002Diploma of Financial Services (Financial Planning) - Integratec ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Introduction to SMSF - Kaplan ~ Margin Lending and Geared Investment - Kaplan
 Amy Louise Hoskins2010Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Ltd
 Amy Pursehouse2010Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Graduate Certificate in Financial Planning - Griffith University ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Andrea Jenkins2005Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner Education Program - FPA Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Higher Education ~ Retirement Planning - University of NSW
 Andrew Foo2012Bachelor of Business major in Financial Planning and e-Business - University of Technology Sydney ~ Diploma of Financial Planning - RG146 Training Australia Pty Ltd ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 Andrew John Graham2006Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd
 Andrew Kenneth Fleming2013Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Andrew Kidd1994Diploma of Financial Markets - Kaplan (formerly Securities Institute Australia)
 Andrew Malcolm Mclean2005Advanced Diploma of Financial Planning - FPA Australia ~ Bachelor of Commerce (Economics and Finance) - University of Western Sydney ~ Certified Financial Planner Education Program - FPA Australia ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and SMSF Courses - Kaplan Professional
 Andrew Martin O'riordan2021Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Australian Institute of Financial Services & Accounting ~ Graduate Diploma in Financial Planning - Western Sydney University ~ Margin Lending Specialist Course - Kaplan Professional ~ Specialist SMSF Course - SuperConcepts & ICFS University of Adelaide
 Andrew Price1996ASX Listed Products Accreditation - LPAC Online ~ Certified Financial Planner Education Program - FPA Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Higher Education ~ Life Risk Specialist - FPA Australia ~ Master of Applied Finance - Kaplan Higher Education
 Andrew Steven Whittaker2008Graduate Diploma in Building Project Management - Queensland University of Technology ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan ~ Tax (Financial) Adviser - Tax Practitioners Board
 Angela Louise Surch2008Bachelor of Commerce (Accounting & Financial Planning) - Griffith University ~ Margin Lending and Gearing - Kaplan Professional
 Angela Marie Boot2001Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Advising (8 Units) - Securities Institute Education ~ PS146 Knowledge Assessment Managed Investments, Securities & Derivatives - Tribeca ~ RG146 Assessment Skills Requirements - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Anna Jean Miller2018Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan
 Annalise Niven0Commercial Law Course - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Anthony Benedict Stewart2013Bachelor of Business (Marketing) - Monash University ~ Cavendish Specialist Self-Managed Super Fund Course - University of Adelaide ~ Diploma of Finance & Mortgage Broking - AAMC Training Group ~ Diploma of Financial Planning - Financial Planning Association and Deakin University ~ Graduate Diploma of Applied Finance & Investment - Securities Institute of Australia
 Anthony Michael Mirandilla2007Advanced Diploma of Financial Planning - Mentor Education ~ Certificate Four in Financial Services (Finance/Mortgage Broking) - The National Finance Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Antonio Moro1992Diploma of Financial Services (Financial Planning) - Quantum
 Arman Namdarian2008Advanced Diploma of Financial Services - Kaplan ~ Diploma of Financial Services - Kaplan ~ Direct Shares Accreditation - AXA Financial Services ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ SMSF Specialist Advisor - SPAA
 Belinda Gai Rayment2007Bachelor of Economics - University of NSW ~ Ethics and Professionalism in Financial Advice Course - Kaplan Higher Education ~ Graduate Diploma in Applied Finance and Investment - Securities Institute Education ~ Margin Lending and Geared Investments Course - Kaplan Professional ~ Master of Financial Planning - Kaplan Higher Education
 Ben Thomas Marlow2017Commercial Law Course - Kaplan Professional ~ Diploma of Financial Planning - Monarch Institute ~ Tax for Financial Advising - Kaplan Professional
 Benjamin Carlton Richards2000Bachelor of Economics - University of Sydney ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Benjamin Hodges2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business - The University of Newcastle ~ Ethics and Professionalism in Financial Advice - Kaplan Higher Education ~ Fellow Chartered Financial Practitioner Program - AFA (Kaplan Professional) ~ SMSF Regulation and Taxation Course (FPE020) - Kaplan Higher Education
 Benjamin Luke Graham-nellor2006ASX Securities - Kaplan ~ ASX Securities - Kaplan ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - Plan Connect ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - Plan Connect ~ Diploma of Financial Services - Dover ~ Diploma of Financial Services - Dover ~ Margin Lending - Kaplan ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan ~ Self Managed Super Fund Course - Kaplan
 Benjamin Warren2015Bachelor of Business (Financial Planning) - Victoria University ~ Self Managed Superannuation Funds - Kaplan Professional
 Blair Andrew Powell2016Bachelor of Commerce - University of Newcastle ~ Bachelor of Laws - Macquarie University ~ CPA Programme (with Financial Planning Elective) - CPA Australia ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Higher Education
 Bradley John Smith2007Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Master of Financial Planning - Kaplan Higher Education ~ Specialist SMSF Course - University of Adelaide
 Bradley Mark Figures2005Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Business and Finance Practice - Securities Institude ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Financial Markets and Economics - Securities Institute ~ Understanding the Financial and Investment Industry - Securities Institute
 Bradley Peter Mcguirk2001ASX Accredited Listed Products Adviser - Kaplan Professional ~ Applied Self Managed Super Fund Advice - Tower Trust ~ Bachelor of Economics - Macquarie University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Chartered Accountant - Institute of Chartered Accountants
 Bradley Walker2006Bachelor of Commerce - Deakin University ~ Quality Advice Accreditation - NAB ~ Self Managed Superannuation Funds Program - Kaplan Professional
 Brady Jacque Henley2000Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Brendan James Akeroyd2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Management) - University of Queensland ~ Bachelor of Commerce - University of Queensland ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Brendan Ross Bate2018(Honours) Bachelor of Accounting Science - University of South Africa ~ Ethics and Professionalism in Financial Advice - Kaplan Higher Education ~ Graduate Diploma in Financial Planning - Griffith University ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional
 Brett Andrew Thomas2011Bachelor of Commence in Financial Planning & Investments - Griffith University ~ Cert IV in Finanace and Mortgage Broking - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Brett Stephenson2013Advanced Diploma of Financial Planning - Pinnacle ~ Bachelor of Arts - The University of Queensland Australia ~ Graduate Certificate in Financial Planning - Finsia ~ Margin Lending Course - AAMC Training Group ~ Master of Business Administration - University of New England
 Bryce Norman Karrasch1996Bachelor of Business - University of Southern Queensland ~ CPA Program - CPA Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ SMSF - Financial Essentials
 Calan Choke2008Bachelor of Business (Economics and Finance) - RMIT University ~ Bachelor of Economics & Finance - Royal Melbourne Institute of Technology (RMIT) ~ Diploma Financial Services (Financial Planning) - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Graduate Diploma in Accounting - Deakin University ~ Graduate Diploma of Accounting - Deakin University
 Cameron Grant Bishop2017Bachelor of Business (Financial Planning) - La Trobe University ~ Certified Financial Planner (CFP) - FPA Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Higher Education
 Carel Daniel Scheffer2003Advanced Diploma of Financial Services - Mentor Education / RG146 ~ Advanced Diploma of Financial Services - Mentor Education Group ~ Diploma of Financial Services - Kaplan ~ Diploma of Financial Services - Kaplan Professional ~ Post Graduate Diploma in Financial Planning - University of the Free State
 Carl Patrick Tennant2003Advanced Diploma of Financial Services (Financial Planning) - FPA Australia ~ Certified Financial Planner Education Program - FPA Australia ~ Diploma of Business (Banking and Finance) - TAFE ~ Graduate Diploma Of Financial Planning - Kaplan Higer Education ~ SMSF Adviser Education Program - Financial Essentials
 Charlene Raineri2017Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education
 Cherrinee Lee2018Bachelor of Commerce - University of Melbourne ~ Diploma of Financial Planning - Kaplan Professional
 Chris Demetris Papayianis2005ASX Accredited Listed Products Adviser - Kaplan Professional Education ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Applied Finance - University of South Australia ~ Diploma in Business (Credit Management) - University of South Australia ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Christopher Chung2015Bachelor of Commerce (Financial Planning) - Griffith University
 Christopher Denyer2007Advanced Diploma of Financial Planning - RG146 Training Australia Pty Ltd ~ Bachelor of Commerce (Accounting) - James Cook University ~ Certificate IV in Finance and Mortgage Broking - RG146 Training Australia Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Mentor Asset Management Pty Limited ~ Self Managed Superannuation Fund Adviser (Personal Advice) - RG146 Training Australia Pty Ltd
 Ciara Lorraine Brennan2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Certificate in Financial Planning - Griffith University ~ Margin Lending and Geared Investments - Kaplan Professional
 Ciaran Davis1999Advanced Diploma of Financial Planning - Mentor Education ~ Commercial Law and Tax for Financial Advising Courses - Kaplan Professional ~ Diploma of Financial Planning - International Institute of Technology ~ Margin Lending Program - Mentor Education ~ Principles in Self Managed Superannuation Funds Course - International Institute of Technology
 Claudia Rigoni-brazzale2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics & Professionalism in Financial Advice - Kaplan
 Corey Edwards2006Bachelor of Economics with Honours - University of Tasmania ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPE016 Self Managed Superannuation Funds - Kaplan Higher Education
 Cuong Nguyen2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Banking and Finance) - Victoria University of Technology (formerly Footscray Institute of Technology) ~ Diploma of Financial Services - Kaplan Professional
 Damian Bruce Fry2003Bachelor of Business - Griffith University ~ Diploma of Financial Planning - FPA Australia ~ FPC001B Economics and Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Damon David Inness2018Accredited Aged Care Professional Program - Aged Care Steps ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Higher Education
 Daniel James Irving2006Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Aged Care Professional Accreditation Program - Aged Care Steps ~ Diploma in Financial Services (Financial Planning) - Mentor Education ~ Margin Lending - Deakin Prime ~ Self Managed Superannuation Fund Adviser Program - Mentor Education
 Daniel Jon Hunt2018Advanced Diploma of Financial Planning FNS60415 - Kaplan Australia ~ Bachelor of Science - University of Queensland ~ Diploma of Financial Planning FNS50611 - Kaplan Australia ~ Graduate Diploma of Financial Planning - Kaplan Higher Education,
 Danny Mazevski2007Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Master of Business Admin (Executive) - University of New South Wales
 Darren Craig John Cooper2002Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Mortgage Broking - Kaplan Professional
 Darren John Madge1994Diploma of Financial Planning - Kaplan
 David Crellin2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Client Engagement Skills - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 David John Coxon1995Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Entry Level Competencies, Investment Planning 1 and Risk Management - IntegraTec ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional
 David John Stackelroth1989Accredited Derivatives Adviser Level 1 - Kaplan Professional ~ Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Self Managed Super Funds Program - Kaplan Professional ~ Diploma of Financial Planning (8 units) - FPA Australia (Deakin University) ~ Margin Lending and Geared Investments Course - Kaplan Professional
 David Robert Cummings2015Accredited Listed Products Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Finance and Mortgage Broking Management - National Finance Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 David Ronald Taylor2002Foundation Diploma of Financial Planning - Financial Planning Association of Australia
 David William Barber1996Bachelor of Commerce - University of Western Australia ~ Diploma of Financial Planning - FPA Australia (Deakin University) ~ Ethics and Professionalism in Financial Advice Course - Kaplan Higher Education ~ Self Managed Superannuation Funds Program - Kaplan Professional
 David William Woodcock2016Accountants SMSF Package - Kaplan Professional ~ Bachelor of Commerce - The University of Newcastle ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Chartered Accounting - The Institute of Chartered Accountants in Australia
 Dean Demarco2011Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Dean Denaro1999Certificate IV in Financial Services (Finance/Mortgage Broking) - Kaplan Professional ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Diploma of Financial Services - Commonwealth Bank
 Debbie Wong1996Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Deepak Bansal2008B.com Major Finance and Financial Planning - Deakin University ~ Bachelor of Commence (Finance and Financial Planning) - Deakin University ~ Diploma of Business (International Trade) - TAFE Institute ~ Graduate Diploma of Financial Planning - Kaplan Higher Education
 Desea Tsagatos1996Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending - Kaplan Professional
 Dev Singh Purain2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce/Bachelor of Law - Murdoch University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Fellow Chartered Financial Practitioner - Association of Financial Advisers
 Dianne Whelan1998Diploma of Financial Planning (DFP 1 - 4) - Securities Institute (Kaplan Professional) ~ Diploma of Financial Planning - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Tribeca (Kaplan Professional)
 Domenico Rebuffo2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Arts with Honours (International Business) - London Metropolitan University ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - Monarch Institute
 Don Giovanni Ricci2013Accountants SMSF Package - Kaplan Professional Education ~ Bachelor of Commerce - University of Adelaide ~ Diploma of Financial Planning - Kaplan Professional Education
 Dru Nicholas Tassell1990Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Duane Leslie Wright2010Certificate IV in Financial Services (Finance/Mortgage Broking) - The National Finance Institute ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group
 Edwin Jung Hyun Bae2008Fellow Chartered Financial Practitioner - Association of Financial Advisers ~ Graduate Diploma - Financial Planning - Kaplan Professional
 Elissa J Karrasch1991Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Bachelor of Economics - University of Queensland ~ Diploma of Financial Planning - RMIT University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Elton James Flatley2007Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Eric Alistair Koelmeyer1986Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited
 Erin Truscott2014Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Erryn Louise Langley2018Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds Accreditation - Kaplan
 Francis Martin Rigby2000Bachelor of Economics - James Cook University of North Queensland ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Mortgage Broking - Kaplan Professional
 Gabriel Joseph Vella2008ASX Accredited Listed Products Adviser - Kaplan Professional ~ Advanced Diploma of Financial Services - Kaplan ~ Certificate IV in Finance an Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Gary Luke HO1991Bachelor of Arts - University of New South Wales ~ Diploma of Financial Planning - Deakin University
 Gavin Raymond Hammond2001Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Finance & Mortgage Broking FNS40815 - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Gavin Robert Murray2004Bachelor of Finance - The University of Newcastle ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia Limited
 Geoffrey Anthony Pacecca2008Bachelor of Economics - Flinders University of South Australia ~ Master of Business Administration - University of South Australia ~ Master of Commerce (Financial Planning) - Western Sydney University
 Geoffrey William Mcilveen2012Advanced Diploma of Financial Planning - Kaplan Education Pty Limited ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Margin Lending and Geared Investments - Kaplan Education Pty Limited ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 George Kambouroglou1998Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Girish Verma2010Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Limited ~ Self Managed Superannuation Funds - Financial Essentials
 Giuseppe Formica2005Associate Diploma of Business Accounting - Victoria University ~ Diploma of Financial Planning - Financial Planning Association
 Glen Travis Donald Usher2000Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan Professional Education
 Grant David Levitas2010Advanced Diploma of Financial Planning - Three Sixty ~ Aged Care Professional - Aged Care Steps ~ Diploma of Financial Planning - Kaplan
 Gregory Manuel Morianos2018Diploma of Financial Services (Financial Planning) - FINSIA Education ~ Diploma of Financial Services (Financial Planning) - FINSIA Education ~ Ethics and Professionalism in Financial Advice (FPC002B) - Kaplan Higher Education ~ Ethics and Professionalism in Financial Advice (FPC002B) - Kaplan Higher Education ~ Graduate Diploma of Applied Finance (Financial Planning)Graduate Diploma of Applied Finance (Financi - Kaplan Higher Education ~ Graduate Diploma of Applied Finance (Financial Planning)Graduate Diploma of Applied Finance (Financi - Kaplan Higher Education ~ Master of Applied Finance - Kaplan Higher Education ~ Master of Applied Finance - Kaplan Higher Education ~ Tax for Financial Advising and Commercial Law Courses - Kaplan Professional ~ Tax for Financial Advising and Commercial Law Courses - Kaplan Professional
 Gregory Peter Robertson1996Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Diploma pf General Insurance - Australian Institute of Insurance
 Hany Roshdy Salib2006Generic Financial Planning - Tribeca ~ Generic Financial Planning - Tribeca ~ Managed Investments - Tribeca ~ Managed Investments - Tribeca ~ Margin Lending - Kaplan ~ Margin Lending - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Superannuation and Retirement Planning - Tribeca ~ Superannuation and Retirement Planning - Tribeca
 Henriette Scheffer2012Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Postgraduate Diploma in Financial Planning - University of the Free State, South Africa
 Hugh Lovibond2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Economics and Commerce (Double Degree) - University of NSW ~ Ethics and Professionalism in Financial Advice Course - Kaplan Higher Education ~ Self Managed Superannuation Funds Program - Kaplan Professional ~ Tier 1 Margin Lending Personal Advice Program - Kaplan Professional
 Iain Paul Wilkinson2010Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Applied Science (Rural Management) - University of Queensland ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional
 Ian Kelly2002ASX Brokers - Securities Institute of Australia ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University
 Isaac Kanyike Ddamba2006Diploma of Financial Planning - Pinnacle Financial Services ~ Master of Commerce (Banking & Finance) - Queensland University of Technology
 Ivan Bakin1993Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Jace Cordell2013Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Financial Planning) - RMIT ~ Ethics and Professionalism in Financial Advice - Kaplan Higher Education ~ Margin Lending Program - Kaplan Professional ~ Self Managed Superannuation Funds Program - Kaplan Professional
 Jacinta Hazel Tim SO1998Advanced Diploma of Financial Planning - Deakin University ~ Bachelor of Commerce (Accounting & Finance) - Griffith University ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd ~ MAI769 Ethics for Financial Services - Deakin University
 Jack Barnard Mascitelli0Bachelor of Commerce (Finance) - Deakin University ~ Bachelor of Laws - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan Higher Education
 Jacob Martin Flaherty0Bachelor of Commerce with Distinction (Financial Planning) - Deakin University
 Jakobus Wynand Gilliland2018Bachelor of Commerce (BComm) - University of Stellenbosch ~ Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Tier 1 - Margin Lending - Personal Advice - Kaplan Education Pty Ltd
 James Frederick Rawlings1997Bachelor of Arts - University of Queensland ~ Bachelor of Business (International Business) - Queensland University Technology ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Australia
 James Sefton1997Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Jane Carr2004Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Self-Managed Superannuation Funds Program - Kaplan Professional
 Jane Margaret Ryan2007Diploma of Financial Services (financial Planning) - Tribecca
 Janrene Leong2018Bachelor of Commerce (Accounting & Finance) - Deakin University ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 Jasmyn Pfeiffer2016Advanced Diploma of Financial Planning - Mentor Education ~ Diploma Of Financial Planning - Kaplan Professional Education
 Jason Kwong2006Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Master of Business Administration - Macquarie University
 Jason Woolford2001Accredited Listed Product Adviser Program - Kaplan Professional ~ Certified Financial Planner Education Program - FPA ~ Diploma of Financial Markets - Securities Institute Education ~ Diploma of Financial Planning (8 units) - FPA Australia
 Jayne Elizabeth Bawden1997Diploma of Financial Planning - Financial Planning Association of Australia Ltd ~ Diploma of Financial Planning - Financial Planning Association of Australia Ltd ~ FPC001B Economic and Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional Pty Ltd ~ Masters of Business Administration - James Cook University ~ Masters of Business Administration - James Cook University ~ Self Managed Superannuation Funds - Tribeca Learning (Aust) Pty Ltd
 Jeffrey Morel2006Advanced Diploma of Financial Services - Kaplan Education Pty Ltd ~ Diploma of Financial Planning - Intellitrain Pty Ltd
 Jeremy Lenthall1999Advanced Diploma of Financial Services (Financial Planning) - Integratec (Aust) Pty Limited ~ Diploma of Financial Services (Financial Planning) - Integratec (Aust) Pty Limited
 Joanne Scholz2013Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Joel Simmonds2017Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Self Managed Superannuation Fund Adviser (Personal Advice) - RG146 Training Australia Pty Ltd
 John Edward Blyth2011Advanced Diploma of Financial Services (Financial Planning) - RG146 Training Australia (Mentor Education) ~ Diploma of Financial Services (Financial Planning) - RG146 Training Australia (Mentor Education) ~ Graduate Diploma of Financial Planning - Kaplan Higher Education
 John Henry Lubberink1990Accredited Aged Care Professional - Aged Care Steps ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial planning - FPA ~ Self Managed Super Fund Course - Tower Trust
 Jonathan Brian Silcock1985FPA Australia - Diploma of Financial Planning ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Margin Lending and Geared Investments Course - Kaplan Professional ~ Self Managed Superannuation Funds Program - Kaplan Professional
 Jonathan Shineberg2016Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Integrity Education Group ~ Master Of Business Administration - University Of Wollongong ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Jonathon Tickle2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Pinnacle Financial Services Academy
 Juan Salvador Solis Santacruz2018Bachelor of Business (Marketing) - Central Queensland University ~ Diploma and Advanced Diploma of Financial Planning - Monarch Institute ~ MBA (Financial Management) - Central Queensland University ~ Masters of Professional Accounting - Central Queensland University
 Juliet Patricia Redding1998Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Advising - Securities Institute Education
 Justin Bruce Clynes2001Bachelor of Commerce (Banking and Finance) - University of Canberra ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - Kaplan Professional
 Justin Dean Shipp2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Business - La Trobe University Bendigo ~ Certified Financial Planner - FPA ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan
 Justin Kim Butler1991ASX Securities - Kaplan ~ ASX Securities - Kaplan ~ Certified Financial Planner - FPA ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tower ~ Self Managed Super Fund Course - Tower
 Kanhai Desai2009Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Advanced Self Managed Super Funds Program - Kaplan Professional ~ Bachelor of Business (Management) - RMIT ~ Certified Finanical Planner Education Program - Financial Planning Association of Australia (FPA) ~ Ethics & Professionalism in Financial Advice - Kaplan Higher Education
 Karen Lee Walmsley2008Bachelor of Commerce (Accounting) - University of Western Sydney ~ Certified Practising Accountant - CPA Australia ~ Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd ~ Registered Tax Agent - Tax Practitioners Board ~ Taxation & Estate Planning - Kaplan Professional Education
 Katerina Anne Kimmorley1992ALPA - Kaplan Professional Education ~ Certified Financial Planner - RMIT/ Deakin University ~ Diploma of Financial Planning - FPA/Deakin University
 Kathryn Gaye Price2018DFP5v3 Tax for Financial Advising - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma in Business (Management) - Monash University ~ TASACLv2 Commercial Law - Kaplan Professional
 Kathryn Trotter2003Diploma of Financial Services (Financial Planning) - Integratec ~ Ethics & Professionalism in Financial Advice - Kaplan Professional
 Kayleigh Anderson2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Higher Education ~ Margin Lending and Geared Investments Course - Kaplan Professional ~ Master of Financial Planning - Kaplan Higher Education ~ Self Managed Superannuation Funds Course - Kaplan Professional
 Kevin Vincent Cuthbert1993Bachelor of Commerce in Financial Planning & Investments - Griffith University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Kieron Alexander Lawlor2006Advanced Diploma of Financial Services - ThreeSixty Adviser Campus ~ Certified Financial Planner Certification - Financial Planning Association ~ Diploma of Financial Services - ThreeSixty Adviser Campus ~ Direct Equities Accreditation - AMP ~ Self Managed Super Fund Accreditation - Kaplan Professional Education
 Kim Maree Bryant1998Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Kirsty Marie Wallace2017Diploma of Financial Planning - Mentor
 Kristen Elizabeth Sheehan2004Advanced Diploma of Financial Planning - International Institute of Technology ~ Bachelor of Applied Finance - University of Southern Queensland ~ Diploma of Financial Planning - PS 146 R=Training Australia (Mentor Education) ~ Margin Lending and Geared Investments Course - Kaplan Professional
 Lachlan Edmund Semmens2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Gearing Investments Course - Kaplan Professional ~ Self Managed Superannuation Funds Course - Kaplan Professional
 Leigh Roy Christopher2016Accredited Aged Care Professional - Aged Care Steps (ACS) Pty Ltd ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business - Applied Finance - University of Western Sydney ~ Certified Financial Planner - Financial Planning Association of Australia
 Leticia Anne Leggett2007ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Education Pty Limited ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) Pty Limited ~ Margin Lendin and Geared Investments - Kaplan Education Pty Limited ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 Lloyd Harris2003Bachelor of Business (Banking and Finance) - Queensland University Technology ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Margin Lending and Geared Investments Course - Kaplan Professional ~ Master of Applied Finance - Kaplan Higher Education ~ Self-Managed Superannuation Funds Course - Kaplan Professional
 Louise Rottier2002Bachelor of Applied Science (Medical Radiation Technology) - Queensland University of Technology ~ Diploma of Financial Planning (8 Units) - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Margin Lending & Geared Investments - Kaplan Professional Education
 Luke Alexander Smith2004Advanced Diploma of Financial Services - Archer College ~ Diploma of Financial Services Financial Planning - Archer College ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF Association Specialist Member Accreditation Program - SMSF Association
 Luke Daniel Baker2018Bachelor of Commerce (Financial Planning) - Griffith University ~ Ethics and Professionalism in Financial Advice Course - Kaplan Higher Education
 Luke Kidd2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Fine Art - Griffith University ~ Diploma of Financial Planning - Kaplan Professional
 Luke Mase2016Bachelor of Commerce (Finance & Financial Planning) - Deakin University ~ Certified Financial Planner - Financial Planning Association of Australia
 Luke Thomas Saltmarsh2018Bachelor of Business in Management & Finance - RMIT University ~ Diploma of Financial Planning - Kaplan
 Lynda Joanne Middleby2005Advanced Taxation Planning - Pinnacle ~ Bachelor Commerce - University of Newcastle ~ Diploma Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd ~ Self Managed Superannuation Funds - FSTA
 Malcolm Simpson2008Certified Financial Planner Education Program - FPA Australia ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Funds Course - AAMC Training Group
 Man Kit Tsang2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce (eCommerce and Economics and Finance) - The University of Sydney ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professsional
 Margaret Lisa Tagg2000ASX Securities - Kaplan ~ Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Services (FP) - Kaplan ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - Kaplan ~ Self Managed Super Fund Course - Kaplan
 Marius DE Lange2014Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - International Institute of Technology ~ Graduate Diploma of Financial Planning - Kapan Higher Education ~ National Diploma of Accountancy - Technikon SA (South Africa) ~ Self Managed Superannuation Fund Adviser (Personal Advice) Course - Mentor Education
 Mark Linton Stewart2007Advanced Diploma of Financial Planning - Kaplan ~ Certificate in Introductory Mortgage Broking - FARSTA ~ DPML Margin Lending - Pinnacle ~ Diploma of Financial Services (Financial Planning) - Tribecca ~ Self Managed Super Funds - Kaplan
 Mark Tanner2014Bachelor of Commerce (Honours) - University of Queensland ~ Bachelor of Economics - University of Queensland ~ Diploma of Financial Planning - Monarch Institute
 Mark Trevor Manning1990ASX Listed Products Accreditation Course - LPAC Online Pty Ltd ~ Industry Standard Education - RG146 Specialist knowledge - Kaplan Professional ~ SMSF - University of Adelaide
 Martin Brett Newnes1996Diploma of Financial Planning - Financial Planning Association of Australia Limited ~ Margin Lending and Geared Investments - Kaplan Education Pty Limited ~ Self Managed Superannuation Funds - Tribeca Learning (Aust) Pty Limited
 Mary Lynette Eddy2003Advanced Diploma of Financial Planning - Monarch Institute ~ Company Directors Course - Australian Institute of Company Directors ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Deakin University VIC ~ Financial Essentials SMSF Adviser Education Program - Financial Essentials Pty Ltd
 Mathew David Tenison2011Advanced Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Margin Lending Course - Kaplan Professional ~ Self Managed Superannuation Funds Certificate - Kaplan Professional Education
 Mathew Jason Hill2006Graduate Certificate Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
 Matthew Bruce2001Bachelor Economics - University of Newcastle ~ Certified Financial Planner (CFP) Education Program - FPA Australia ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Matthew Cummins2010Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Business and Commerce - University Of Western Sydney ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Matthew Marshall Staples2018Bachelor of Commerce (Finance and Financial Planning) - University of Wollongong ~ Margin Lending Specialist Course - Kaplan Professional ~ TASA and the TPB Code of Professional Conduct - Kaplan Professional
 Matthew Robert Shute2001Bachelor of Economics - Flinders University ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Matthew Thomas Mannion2022Bachelor of Business - University of Technology Sydney ~ Graduate Diploma of Chartered Accounting - Chartered Accountants Australia & New Zealand ~ Graduate Diploma of Financial Planning - Kaplan Higher Education
 Matthew William Mcconnell2003Advanced Diploma in Business Accounting - TAFE ~ Bachelor of Commerce - University of Tasmania ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Applied Finance & Investment - FINSIA
 Meg Maree Farrell2022Bachelor of Commerce (Finance) - University of Southern Queensland ~ Graduate Diploma of Financial Planning - Kaplan Higher Education
 Meihua Nan2011Advanced Diploma Financial Planning (FNS60410) - International Institute of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) FNS50804 - International Institute of Technology ~ RG146 Margin Lending - MLC ThreeSixty
 Melissa Elizabeth Kaponay2016Diploma of Financial Planning - Kaplan Professional
 Michael Adair2000Bachelor of Commerce - Curtin University of Technology ~ Certified Financial Planner - Financial Planning Association ~ Margin Lending - MLC Advice Education ~ Securities - Securities Institute ~ Self Managed Superannuation Funds - Kaplan
 Michael Adam Johnson2010Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Finance) - University of Tasmania ~ Certified Financial Planner (CFP) Education Program - FPA Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Michael Bond2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - Bond University ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Michael Christopher Bailey2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Banking & Finance) - Queensland University of Technology (QUT) ~ Diploma of Financial Services (Financial Planning) - Tribeca (Kaplan Professional)
 Michael John Gibb2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Banking & Finance) - Queensland University of Technology (QUT) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Gearing Investments - Kaplan Professional ~ Self Managed Superannuation Funds Program - Kaplan Professional
 Michael Mercurio1994ASIX Listed Products Accreditation Course - ASX ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ SMSF Specialist Advisor - SMSFA
 Michael Nowak2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Economics) - Queensland University of Technology ~ Ethics and Professionalsm in Financial Advice - Kaplan Higher Education ~ Fellow Chartered Financial Practitioner Program - AFA with Kaplan Higher Education ~ Self Managed Superannuation Funds Course - Kaplan Professional
 Michael Sigaras2003AU Inhouse Securities Assessment - AUPFS ~ Bachelor of Commerce - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan (formerly Securities Institute Australia)
 Michael Thomas Stephen New1994Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Professional Certificate in Self-Managed Superannuation Funds - University of Adelaide
 Micheal John Kiefer2003Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - University of New England ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma in Business Studies - University of New England ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 Michelle Liddle2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Mikhaila Joan Robertson2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Economic, Legal & Ethical Context for Financial Planning - Kaplan Professional
 Myles Corcoran2016Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce - University of Southern Queensland ~ Diploma of Financial Planning - Kaplan Professional Education
 Natalie Luzecki2013Advanced Diploma in Financial Planning - Kaplan Professional ~ Bachelor of Economics - University of Adelaide ~ Graduate Diploma in Global Wealth Management - University of Adelaide
 Nicholas Casey Styman2018Bachelor of Commerce - Griffith University ~ Bachelor of International Business - Griffith University ~ Level 1 - Chartered Financial Analyst - CFA Institute
 Nicholas Dangerfield1996Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certificate IV in Financial Services (Finance / Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional
 Nicholas Fred Barnett1992Client Engagement Strategies - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Taxation Fundamentals - Kaplan Professional
 Nicholas James Calhau2018Bachelor of Science (Mathematics) - University of New South Wales ~ Graduate Certificate in Financial Planning - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan Professional Education
 Nicholas Leonard Reilly2012Bachelor of Banking and Finance - Victorian University Of Technology ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group
 Nicholas Mosey2004Advanced Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 Nicholaus Benson2018Diploma of Financial Planning - International Institute of Technology
 Nicole Jankovic2010Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Leading and Geared Investments - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Noak Broman-minhas2011Advanced Diploma of Financial Planning - RG 146 Training (Mentor Education) ~ Diploma of Financial Services (Financial Planning) - RG 146 Training (Mentor Education) ~ Ethics and Professionalism in Financial Advice Course - Kaplan Higher Education ~ Graduate Certificate of Financial Planning - Charles Sturt University ~ Master of Applied Finance (Financial Planning) - Charles Sturt University
 Panbo YE2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Accounting) - University of Western Sydney ~ Certificate IV in Financial Services (Financial/Mortgage Broking) - TAFE NSW ~ Diploma of Financial Planning - FNS50615 - CPA Australia ~ Master of Business Administration - University of Western Sydney
 Patrick Harrison2007Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments Course - Kaplan Professional ~ Margin Lending and Geared Investments Course - Kaplan Professional
 Patrick Hegarty2000Graduate Diploma of Applied Finance and Investment - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Education Pty Limited
 Paul Friedrich1990Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Paul Kinsella2009Advanced Diploma Financial Services (Financial Planning) FNS60404 - Pinnacle Financial Services Academy ~ Diploma Financial Services (Financial Planning) - Mentor Education Group ~ Self Managed Superannuation Funds Course - Kaplan Professional
 Paul Michael Perkins1996ASX Accredited Listed Products Adviser Program - Kaplan Professional ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Business (Accounting) - Swinburne College of Technology ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Self-Managed Superannuation Funds - Financial Essentials
 Paul Ter Bogt2006Diploma of Financial Advising - Securities Institute of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Penelope Anne Dalmeyer2004Accredited Listed Product Adviser - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Bachelor of Health Science (Environmental Health) - Queensland University of Technology ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds Course - Kaplan Professional
 Peter Julian Lenehan1999CPA Program - CPA Australia ~ Certified Financial Planner - Financial Planning Association of Australia ~ Chartered Accountant Program - Institute of Chartered Accountants Australia
 Peter Robert Lever2016Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Pinnacle Financial Services Academy
 Peter Zgouras2006Advanced Diploma Of Financial Services (Financial Planning) - AMP Financial Planning (RTO) ~ Bachelor of Commerce (Finance & Economics) - University of Western Sydney ~ Certified Financial Planner Education Program - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Higher Education ~ Margin Lending & Geared Investments - Kaplan Professional
 Peter-james Mackinnon Cameron2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Commercial Law - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate of Finance - MacQuarie University ~ Tax for Financial Advising - Kaplan Professional
 Qian Zhang2008Advacned Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Advanced SMSF Program - Kaplan Professional ~ Certified Financial Planner Education Program (5 units) - FPA Australia ~ Margin Lending and Geared Investments Course - Kaplan Professional ~ Master of Financial Planning - Kaplan Higher Education
 Ray Senior2015Diploma of Financial Planning - Kaplan Professional
 Raymond Nous2010Diploma of Financial Services (Financial Planning) - Kaplan ~ Provide advice in Margin Lending - Pinnacle
 Richard John Petrusma1994ASX Listed Products Accreditation Course (LPAC) - Alpha Structured Investments Pty Ltd ~ Diploma of Financial Planning - Financial Planning Association of Australia Limited ~ Self Managed Superannuation Funds - Kaplan Professional
 Richard Marsh2007Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce - University of Wollongong ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Richard Mcerlean2001Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Ricky Baker2012Diploma of Financial Planning - Kaplan Professional
 Robert Bacsko2001Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Commerce - University of Western Sydney ~ Certificate IV in Finance and Mortgage - Kaplan ~ Margin Lending and Geared Investment - Kaplan ~ Self Managed Super Funds - Integrity
 Rodel Manlapid Claudio2003Certified Financial Planner Education Program - FPA Australia ~ Diploma of Financial Services (Financial Planning) - Integratec Training and Commonwealth Bank of Australia ~ Margin Lending Course (928S) - Kaplan Professional
 Rodney Lewis Baker1999ASX Listed Products Accreditation Course - Kaplan ~ Bachelor of Business - University College of Southern Queensland ~ Certificate IV in Finance and Mortgage Broking - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ SMSF Adviser Education Program - Financial Essentials
 Ross William Marshall2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Commerce - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional
 Rudy Liu2003Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Marketing) - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending & Geared Investments - Kaplan Professional
 Russell W Gilbert1985Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Fund Accreditation - Financial Essentials
 Ryan Keigher2012Bachelor of Business (Marketing) - Queensland University of Technology ~ Certificate IV in Finance and Mortgage Broking - Kaplan ~ Diploma of Financial Services (Financial Planning) - Intellitrain ~ Master of Applied Finance (Financial Planning) - Charles Sturt University ~ Self Managed Superannuation Funds - International Institute of Technology
 Sacha John Sanders2007Advanced Diploma of Financial Services - International Institute of Technology ~ Bachelor of Business - University of the Sunshine Coast ~ Diploma of Financial Services - Kaplan ~ Self Managed Superannuation Finds Course - Kaplan Professional
 Salvatore Angelo Minuti2002Advanced Diploma of Finanical Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan ~ Tax & Financial Planning Strategies - Financial Planning Association
 Samuel Gregory Dwight2023Bachelor of Business (Financial Planning) - Swinburne University of Technology
 Samuel John Simpson2009Advanced Diploma of Financial Services - Kaplan Professional ~ Bachelor of Commerce - Murdoch University ~ Certified Financial Planner Education Program - FPA Australia
 Sayyed Akhtar1999ASX ALPA Program - Kaplan Professional Education ~ Advanced Diploma of Financial Planning - Tribeca Learning ~ Foundation Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Tribeca Learning
 Scott Ashman2006Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Certificate Four in Finance & Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending - Kaplan Professional
 Scott Kesby2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Mergin Lending and Geared Investments Program - Kaplan Professional ~ Self Managed Superannuation Funds Program - Kaplan Professional
 Scott Phillip Duffy2014ADFP - Mentor ~ DFP - Mentor
 Scott Richard Campbell2001Bachelor of Economics - University of Queensland ~ Diploma of Financial Planning - Financial Planning Association of Australia Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Scott Semple2004Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Business (Enterprise Development) - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Self Managed Superannuation - Kaplan Professional
 Scott Wallace Hendy2022Ethics and Professionalism in Financial Advice Course - Kaplan Higher Education ~ Master of Financial Planning - Griffith University
 Sean Phillip Robbie1999Generic Financial Planning - FPA ~ Managed Investments - FPA ~ Margin Lending - Kaplan ~ Risk Management - FPA ~ Superannuation and Retirement Planning - Integratec
 Shane Travis Bradbury2001Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending & Geared Investments - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Shannon Medlin2008Bachelor of Business (Accounting) - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 Shantelle Jessica Swanepoel2012Advanced Certificate in Financial Planning - Milpark Education (South Africa) ~ Bachelor of Commerce (Accounting) - University of South Australia ~ Diploma of Financial Planning - Monarch Institute
 Shu Zheng HE2004Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Services (FP) FNB50802 - Kaplan Australia ~ RG146 ASIC Margin Lending Met - MLC ThreeSixty
 Simon Christopher Dowd2004ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Simon Coombes2011Accredited Listed Product Adviser Program - Kaplan Education Pty Limited ~ Advanced Diploma of Financial Planning - Kaplan Education Pty Limited ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Graduate Diploma of Financial Planning - Kaplan Education Pty Limited ~ Master of Financial Planning - Kaplan Education Pty Limited
 Simon Patrick Scallan2004Bachelor of Commerce (Information Management) - Oxford Brookes University ~ Graduate Diploma of Financial Planning - FINSIA Education (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional
 Simone Richardson2004Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Bachelor of Business (Economics) - Swinburne University ~ Diploma of Financial Services FNB50802 - ThreeSixty
 Sing Heong NG2003Diploma of Financial Services (Financial/Mortgage Broking Management) - Plan Connect ~ Master of Business Administration - Monash University ~ Risk Management - Integratec ~ SMSF Adviser Education Program - Financial Essentials ~ Superannuation & Retirement Planning - Integratec
 Sonia Elizabeth May Muller2001Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) Pty Ltd ~ Margin Lending and Geared Investments - Kaplan Professional Pty Ltd ~ Self Managed Superannuation Funds - Integratec (Aust) Pty Ltd
 Stephen Buchanan1987PS 146 Knowledge Asessment Core & Life Insurance - Integratec ~ PS 146 Knowledge Asessment Financial Planning - Integratec ~ PS 146 Knowledge Assessment Superannuation - Integratec ~ Superannuation and Life Insurance Skills - Kaplan Professional Education
 Stephen John Obst1996Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds Course - Financial Essentials ~ Self Managed Superannuation Funds Course - Financial Essentials
 Stephen Nielsen2007Advanced Diploma of Financial Planning - Tribeca Learning ~ Bachelor of Commerce - Griffith University ~ Fellow Chartered Financial Practitioners (FChFP) - Association of Financial Advisers (AFA) ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Master of Business Administration - University of Southern Queensland
 Stephen Percival Gray1988ASX Accredited Listed Product Adviser - Kaplan Professional Education ~ ASX Accredited Listed Product Adviser - Kaplan Professional Education ~ ASX Accredited Listed Product Adviser - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ PS 146 - Kaplan Professional Education ~ PS 146 - Kaplan Professional Education ~ PS 146 - Kaplan Professional Education
 Stewart Allen Thistlethwaite2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Self Managed Super Funds - Kaplan
 Stewart Mckenzie French2004ASX Accredited Listed Product Adviser Program - FINSIA ~ Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 928 Margin Lending - Kaplan Australia ~ Self Managed Superannuation Funds Course - Kaplan Professional
 Stuart Wilkinson2015Bachelor of Business (Financial Management & Financial Planning) - La Trobe University ~ Certified Financial Planner (CFP) Education Program - FPA Australia
 Terry Evreniadis2004Diploma of Financial Planning - Financial Planning Association of Australia Limited ~ Margin lending - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Thomas Joseph Kidd2022Bachelor of Business (Financial Planning) with Distinction - Royal Melbourne Institute of Technology
 Timothy Keith Hayman2010Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Justice of the Peace (NSW) - NSW Government Justice ~ Master of Commerce (Financial Planning) - University of Western Sydney
 Timothy Leonard Bird1987DFP 1-4 - Mixed Providers ~ RG146 Margin Lending - MLC ThreeSixty
 Toni Zafirovski2009Bachelor of Economics - University of Western Sydney ~ Bachelor of Economics - University of Western Sydney ~ Bachelor of Economics - University of Western Sydney ~ Bachelor of Economics - University of Western Sydney ~ Diploma of Financial Services (FP) - Mentor PS146 Training Australia ~ Diploma of Financial Services (FP) - Mentor PS146 Training Australia ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia
 Tracey Kitson2008ASIC RG 146 Tier 1 Compliance in Life Insurance and Superannuation - Australian and New Zealand Institute of Insurance and Finance ~ Advanced Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Diploma of Financial Services (Life Insurance Stream) - Australia and New Zealand Banking Group Ltd (ANZ)
 Tricia Carter2012Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan International
 Tyron Mitchell2015Accredited Aged Care Professional Program - Aged Care Steps ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Principles of Self Managed Superannuation Funds Course - International Institue of Technology (IIT) ~ Tier 1 Margin Lending Personal Advice Program - Kaplan Professional
 Vasilios Tom Antoniou2005Advanced Diploma of Accounting - TAFE SA ~ Advanced Diploma of Accounting - TAFE SA ~ Certificate III in Financial Services - TAFE SA ~ Certificate III in Financial Services - TAFE SA ~ Certificate IV in Finance and Mortgage Broking - AAMC Training Group ~ Certificate IV in Finance and Mortgage Broking - AAMC Training Group ~ Certificate IV in Financial Services - TAFE SA ~ Certificate IV in Financial Services - TAFE SA ~ Graduate Diploma in Financial Planning - Finsia ~ Graduate Diploma in Financial Planning - Finsia
 Vinoshanth Waran2011Accredited Listed Product Adviser Program - Kaplan ~ Accredited Listed Product Adviser Program - Kaplan ~ Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Economics (Banking & Finance) - University of Western Sydney ~ Bachelor of Economics (Banking & Finance) - University of Western Sydney ~ Bachelor of Economics (Banking & Finance) - University of Western Sydney ~ Diploma of Financial Services - ASIC ~ Diploma of Financial Services - ASIC ~ Diploma of Financial Services - ASIC ~ Margin Lending - Kaplan ~ Margin Lending - Kaplan ~ Margin Lending - Kaplan
 Walter Michael Fryer1975Diploma of Financial Planning - Integratec ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tower
 Warren Martin Strybosch2002Bachelor of Teaching & Bachelor of Science - Deakin University ~ Diploma of Financial Planning - FPA Australia ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Margin Lending Program (928S) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Weiqing Wang2009Bachelor of Commerce - Australian National University ~ Diploma of Financial Services - ThreeSixty Adviser Campus ~ Margin Lending and Geared Investments Course - Kaplan Professional ~ Self Manged Superannuation Funds Course - Kaplan Professional
 Wesley Tadeu DE Oliveira2021Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Business Administration - Faculdades Promove MG Brazil ~ Certificate in Business Administration Concentration in Finance and Controllership - Ibmec Instituto Brasileiro de Mercado de Capitais - Brazil ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan Higher Education
 William Edward Murray1992Bachelor of Business - University of Technology, Sydney ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia