Alliance Wealth Pty ltd

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

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
derivatives;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
derivatives;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

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