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.
| 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) - - Financial Services Training & Assessment Pty Ltd |
| Andrew Kenneth Fleming | 2013 | 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Bachelor Degree (AQF 7) - Kaplan Professional ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| 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 | 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 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 |
| 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 |
| Belinda Gai Rayment | 2007 | 1994 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of NSW ~ 1998 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute Education ~ 2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education |
| 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 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 ~ 2020 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Kaplan Higher Education ~ 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 ~ 2020 - FASEA - Certificate (AQF 1-4) - FASEA |
| 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 Sau Siang Seet | 2005 | 2002 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - University of Queensland ~ 2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Queensland ~ 2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA Education ~ 2012 - Certified Financial Planner (CFP) Program - Professional Designations - FPA Australia |
| 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 | 0 | 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 ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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 |
| 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 ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| 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 Certificate (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 - Bridging Course - Ethics - Kaplan Professional ~ 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 Economics and Commerce (Double Degree) - Bachelor Degree (AQF 7) - University of NSW ~ 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 | 0 | 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 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 Certificate (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 Certificate (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 |
| 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 Certificate (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 | 0 | 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) - Kapan 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 ~ 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 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| 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 ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Nithesh Aranha | 2014 | 2010 - Masters Degree - Accounting - - Latrobe University ~ 2010 - Masters Degree - Finance - - Latrobe University ~ 2010 - Masters Degree - Financial Planning - - Latrobe University |
| 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 |
| Russell W Gilbert | 1985 | 1999 - Diploma of Financial Planning - - Deakin University ~ 2002 - CFP - Certified Financial Planner - - Financial Planning Association of Australia ~ 2004 - Self Managed Superannuation Fund Accreditation - - Financial Essentials ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2016 - Accredited Listed Product Adviser Program (ALPA) - - 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 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 |
| 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 |
| 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 |
| 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 Certificate (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 ~ 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 |