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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
derivatives; and
securities; and
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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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 Edward Kane | 2007 | 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2011 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - AAMC Training Group ~ 2014 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Aaron Mcinnes | 2011 | 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Abdul Taha | 1998 | 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Adam Bruce Penman | 2015 | 2015 - Diploma of Financial Planning - - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional |
| Adam Christopher Winstone | 2017 | 2011 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Tasmania ~ 2015 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - Chartered Accountants Australia & New Zealand ~ 2017 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - Charles Sturt University (CSU) |
| Adam John Goldstien | 1989 | 2018 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University ~ 2019 - 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Bridging Course - Regulation & Legal Obligations - Griffith University ~ 2019 - 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Bridging Course - Behavioural Finance - Griffith University ~ 2019 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University |
| Adam Joseph Smith | 2010 | 2009 - Bachelor of Commerce (Financial Planning and Investments) - Bachelor Degree (AQF 7) - Griffith University ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Adam Troy Tanti | 2011 | 2008 - Certificate III in Financial Services - Certificate (AQF 1-4) - FutureStaff Pty Ltd ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Adrian Kenneth Pearce | 1989 | 2001 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2008 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Traineeship Management Australia (TMA) ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Adrian Salvatore | 2013 | 2012 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Traineeship Management Australia (TMA) ~ 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Traineeship Management Australia (TMA) ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University ~ 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Ahmad Ghanem | 2014 | 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Alan Frederick Henson | 2006 | 2006 - Diploma of Financial Services (Financial Planning) - - GWM Adviser Services Ltd ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - - ThreeSixty |
| Alexander Daniel Trinchera | 2021 | 2016 - Bachelor of Commerce (Finance and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Alexander James Hawes | 2017 | 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2017 - Master of Science (Finance and Investment) - Masters Degree (AQF 9) - Loughborough University |
| Alexander William Berlee | 1997 | 1995 - Bachelor of Economics - - University of New England ~ 2000 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Alistair David Mettam | 2010 | 2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Macquarie University ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional |
| Ally Isabella King | 2016 | 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2018 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group ~ 2020 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2021 - MLI714 Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin University |
| Amanda Jane Pollock | 2012 | 2013 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT) ~ 2015 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT) ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Kaplan Professional ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Amy Eleanor Nightingale | 2013 | 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Kaplan Professional ~ 2019 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Andrea Vincenzo Sacchetti | 2022 | 2013 - Diploma of Management - Diploma (AQF 5) - Holmesglen ~ 2017 - Bachelor of Commerce (Finance and Financial Planning) - Bachelor Honours Degree (AQF 8) - Deakin University ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Andrew David Pye | 2016 | 2007 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Newcastle ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - MLC Limited ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional |
| Andrew Gavin Wem | 1999 | 1993 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Technology Sydney (UTS) ~ 2000 - Master of Business Administration - Masters Degree (AQF 9) - Deakin University ~ 2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Traineeship Management Australia (TMA) ~ 2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - TAFE NSW |
| Andrew James Caulfield | 2000 | 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Mortgage & Finance Association of Australia (MFAA) ~ 2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Institute of Strategic Management ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Andrew John Boulds | 2008 | 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Mortgage & Finance Association of Australia (MFAA) ~ 2010 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2011 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Andrew John Rataj | 2006 | 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited |
| Andrew Mccormack | 2011 | 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Andrew Nicolaou | 2016 | 2015 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Monash University ~ 2015 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Monash University ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Andrew Pericleous | 2008 | 1998 - Master of Commerce (Professional Accounting) - Masters Degree (AQF 9) - University of Queensland ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Andrew Robert Heaven | 2000 | 1994 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2022 - 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Bridging Course - Regulation & Legal Obligations - Griffith University ~ 2022 - 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Bridging Course - Behavioural Finance - Griffith University ~ 2022 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University |
| Andrew Ross Hentschke | 2000 | 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2020 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Institute of Strategic Management |
| Andrew Roy Dinsdale-scanlon | 2011 | 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Andrew Selby Brennan | 1990 | 1992 - Bachelor of Business (Marketing) - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 1998 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Angelo Panella | 1990 | 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Angus Stewart Cooper | 2012 | 2005 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Anthony Gerard Jones | 1994 | 2006 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Ltd ~ 2018 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group |
| Anthony John Daly | 2004 | 2001 - Bachelor of Commerce (Finance) - - University of Tasmania ~ 2004 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2011 - Master of Applied Finance - - Kaplan Professional |
| Anthony John Tanti | 1987 | 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2006 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Tribeca ~ 2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Institute of Strategic Management ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Anthony Keith Harris | 1999 | 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Limited ~ 2008 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Traineeship Management Australia (TMA) ~ 2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Traineeship Management Australia (TMA) |
| Anthony Paul Lyons | 2003 | 1994 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Limited ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Finance & Related Services Training Academy (FARSTA) ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Anthony Robert Burne | 2010 | 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan |
| Antonio Salvatore | 1990 | 2001 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) |
| Anupriya . | 0 | 2022 - BUSS 5446 Ethics & Professionalism - Bridging Course - Ethics - University of South Australia ~ 2022 - Master of Finance (Financial Planning) - Masters Degree (AQF 9) - University of South Australia |
| Anwer Ali Mohammed | 2010 | 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2009 - Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group ~ 2020 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2021 - MAI728 Financial Behaviour and Decision Making (INTENSIVE) - Bridging Course - Behavioural Finance - Deakin University ~ 2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Arthur Panagis | 2011 | 1995 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Charles Sturt University (CSU) ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Kaplan Professional |
| Arthur Papas | 1996 | 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Austin Whiting | 2001 | 1992 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Monash University |
| Aziz Abdul Dodhiya | 2023 | 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Barbara Merritt | 2013 | 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT) |
| Belinda Maree Slinger | 2004 | 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2023 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Ben Ellingsen | 2016 | 2005 - Bachelor of Commerce (Accounting) - - University of Southern Queensland (USQ) ~ 2016 - Diploma of Financial Planning - - Integrity Education Group |
| Ben James Kemp | 2017 | 2014 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - Deakin University ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute |
| Ben Warren | 2007 | 2007 - Bachelor of Commerce - - University of New England ~ 2007 - Bachelor of Law - - University of New England ~ 2007 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2014 - Certificate IV in Finance and Mortgage Broking - - Finance & Related Services Training Academy (FARSTA) |
| Benjamin James Way | 2001 | 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Benjamin Lim | 2010 | 2008 - Diploma of Financial Services (Financial Planning) - - Association of Superannuation Funds of Australia Ltd (ASFA) ~ 2009 - Advanced Diploma of Financial Services (Superannuation) - - Association of Superannuation Funds of Australia Ltd (ASFA) ~ 2014 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional ~ 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2022 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - University of New South Wales (NSW) |
| Benjamin Smithwick | 2013 | 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2023 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Bilal Bux | 2007 | 1998 - Master of Business Administration - - University of Newcastle ~ 2007 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - RG146 Mentor Education Group |
| Billy Amiridis | 2011 | 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT) ~ 2014 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2020 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Bradley Gavin Downes | 1996 | 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Bradley Martin | 2007 | 2005 - Bachelor of Commerce (Banking and Finance) - - Curtin University ~ 2005 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Tribeca ~ 2006 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Bradley Stewart Macdonald | 2008 | 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - AAMC Training Group ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Bradley Wardle | 2013 | 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Australian Institute of Financial Services and Accounting (AIFA) ~ 2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd ~ 2020 - FPETH501A Ethics and Professional Standards for Financial Advisers - Bridging Course - Ethics - TAFE NSW |
| Brayden Jake Duckworth | 2023 | 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Brayden James Kliendienst | 2023 | 2021 - MM467 Professional Ethics - Bridging Course - Ethics - University of New England ~ 2022 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of New England |
| Brendan Cairns | 2007 | 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Brendan Richard Whitehouse | 2001 | 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Financial Services ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Financial Planning ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2023 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Brendan Stuart Mckenzie | 2004 | 2005 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Ltd ~ 2020 - MLI714 Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin University |
| Brent Anthony Story | 2012 | 2007 - Bachelor of Business - - University of Southern Queensland (USQ) ~ 2012 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2014 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional ~ 2015 - Diploma of Finance and Mortgage Broking Management - - Kaplan Professional |
| Brenton Roberts | 2012 | 2009 - Bachelor of Business (Financial Risk Management) - Bachelor Degree (AQF 7) - Victoria University ~ 2011 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Kaplan Professional ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Brett Muir | 2009 | 2008 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Kaplan Professional ~ 2009 - Bachelor of Finance - - La Trobe University ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Brett Raymond Stokes | 2008 | 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Brian James Steedman | 2005 | 1983 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University ~ 2007 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Finsia |
| Brian Patrick Lynch | 2001 | 1990 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Marquette University ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Brooke Tallon-henniker | 2004 | 2004 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2005 - Bachelor of Business (Financial Planning) - - RMIT University |
| Bryan Keith Sethupathy | 1989 | 2015 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Bryan Trembath | 2012 | 2012 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2017 - Graduate Diploma of Financial Planning - - Kaplan Professional ~ 2017 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Callan Edward Townsend | 2023 | 2018 - Bachelor of Business and Commerce (Management) - Bachelor Degree (AQF 7) - Western Sydney University ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Callum Webster | 2012 | 2012 - Bachelor of Commerce (Banking and Finance) - Bachelor Degree (AQF 7) - Murdoch University ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT) ~ 2020 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2021 - MLI714 Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin University |
| Calvin Barlow | 2012 | 2010 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Bridging Course - Behavioural Finance - Griffith University ~ 2020 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University |
| Carey Leigh Dern | 2018 | 2014 - Bachelor of Financial Planning - Bachelor Degree (AQF 7) - Central Queensland University (CQU) ~ 2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2016 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Caroline Rodrigues Herrmann | 2015 | 2008 - Bachelor of Business Administration - Bachelor Degree (AQF 7) - Federal University of Caxias do Sul ~ 2012 - Diploma of Management - Diploma (AQF 5) - Australian Pacific College ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Chad Monroe | 2003 | 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Limited |
| Chan Kow Thong | 2001 | 1997 - Bachelor of Economics - - University Utara Malaysia ~ 2003 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Charles Gallasch | 2017 | 2015 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Che Wylie Durran | 2024 | 2019 - MAA250 Ethics for Financial Professionals - Bridging Course - Ethics - Deakin University ~ 2020 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University |
| Christian Geremia | 2007 | 1996 - Bachelor of Business (Economics and Finance) - - RMIT University ~ 2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2015 - Certificate IV in Finance and Mortgage Broking - - AAMC Training Group |
| Christian Vukman | 2004 | 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2014 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd ~ 2017 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Christine Leanne Richards | 2007 | 1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2004 - Graduate Diploma (ICAA) - Graduate Diploma (AQF 8) - Chartered Accountants Australia & New Zealand ~ 2007 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Finsia ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Christopher Gordon Ogilvie | 1999 | 1993 - Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University ~ 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Christopher HO Chan Rhee | 2023 | 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Christopher John Andersen | 2008 | 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Christopher John Emmerson | 2001 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Financial Planning ~ 2006 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Traineeship Management Australia (TMA) ~ 2007 - Certificate III in Financial Services - - University of Ballarat |
| Christopher John Rae | 2017 | 2014 - Bachelor of Accounting - Bachelor Degree (AQF 7) - Central Queensland University (CQU) ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Christopher John Saunders | 1998 | 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Christopher Matthew Angel | 2015 | 1998 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney (UTS) ~ 2015 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute |
| Cichen Duan | 2023 | 2013 - Master of International Business - Masters Degree (AQF 9) - Macquarie University ~ 2019 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Clare Connolly Boadle | 2016 | 2015 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Curtin University ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2017 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University |
| Clare Veronica Askew | 2008 | 2008 - 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 |
| Clint Russell Alan Benn | 1998 | 2012 - Graduate Certificate in Applied Finance - - University of Technology Sydney (UTS) ~ 2013 - Graduate Diploma in Financial Planning - - Central Queensland University (CQU) ~ 2014 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional ~ 2014 - Graduate Diploma in Applied Finance - - University of Technology Sydney (UTS) ~ 2014 - Master of Financial Management - - Central Queensland University (CQU) |
| Colin Anthony Carruthers | 1999 | 2002 - Diploma of Superannuation Management - Diploma (AQF 5) - Other ~ 2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Colin David Grant | 2005 | 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Connor Shears | 2022 | 2020 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Constantine Voulgaris | 2007 | 2004 - Bachelor of Business (Banking & Finance) - - Victoria University ~ 2006 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2017 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional |
| Constantino Koulouris | 2004 | 2000 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University ~ 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Finsia ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - AAMC Training Group ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Courtenay James Moxon | 2010 | 2000 - Advanced Diploma of Business (Accountancy) - Advanced Diploma (AQF 6) - RMIT University ~ 2008 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Craig Ernest Banning | 1991 | 2020 - 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Bridging Course - Behavioural Finance - Griffith University ~ 2020 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University ~ 2021 - 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Bridging Course - Regulation & Legal Obligations - Griffith University ~ 2021 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University |
| Craig Mcgowen | 2015 | 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Craig Paul Rashleigh | 2004 | 2004 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) |
| Crysta Louise Conn | 2005 | 2003 - Bachelor of Business (Applied Finance) - - University of Western Sydney ~ 2004 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2012 - Diploma of Finance and Mortgage Broking Management - - Kaplan Professional ~ 2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Damien Adrian Jordan | 2002 | 2002 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute ~ 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2016 - Graduate Certificate in Financial Planning - - Griffith University ~ 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Daniel Eduardo Martinez | 2004 | 1993 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Deakin University ~ 1999 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Daniel Hutchison | 2018 | 2018 - Certificate IV in Finance and Mortgage Broking - - Mentor Education Pty Ltd ~ 2018 - Diploma of Financial Planning - - International Institute of Technology Pty Ltd (IIT) |
| Daniel James Viola | 2006 | 2004 - Bachelor of Commerce (Economics and Financial Planning) - Bachelor Degree (AQF 7) - Curtin University ~ 2007 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Tribeca |
| Daniel Lepre | 2011 | 2010 - Bachelor of Business - Bachelor Degree (AQF 7) - La Trobe University ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Daniel Martin Thomas | 2004 | 2004 - Bachelor of Commerce (Financial Planning and Investments) - Bachelor Degree (AQF 7) - Griffith University ~ 2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Daniel Roscio | 2010 | 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Kaplan Professional |
| Daniel Ross Johnstone | 0 | 2020 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Daniel Werner Weigl | 2018 | 2018 - Bachelor of Commerce (Financial Planning and Management) - Bachelor Degree (AQF 7) - Deakin University ~ 2019 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional |
| Danielle Culkin | 2012 | 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Danielle White | 2015 | 2012 - Bachelor of Financial Advising - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2014 - Margin Lending - Knowledge and Skills - Certificate (AQF 1-4) - Kaplan Professional ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University |
| Danny Stojovski | 2014 | 2005 - Diploma of Business - Diploma (AQF 5) - TAFE QLD ~ 2008 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - Griffith University ~ 2011 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - Griffith University ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Darren Holst | 2015 | 2014 - Bachelor of Finance - - University of Adelaide ~ 2015 - Diploma of Financial Planning - - Monarch Institute ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Darren John O'neill | 2007 | 1994 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional |
| Darren Long | 2012 | 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional |
| Darren Mccormack | 2005 | 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Darren Scott James | 2001 | 2004 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Darren Smith | 1989 | 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional |
| Darryn Brian Fellowes | 2000 | 2009 - Professional Certificate in Self Managed Superannuation Funds - Graduate Certificate (AQF 8) - University of Adelaide ~ 2019 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2019 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University ~ 2020 - 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Bridging Course - Regulation & Legal Obligations - Griffith University ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University |
| Darryn Mark Jacobs | 2002 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2011 - Diploma of Financial Services (Finance/Mortgage Broking Management) - - Traineeship Management Australia (TMA) ~ 2023 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Western Sydney University |
| Dasith Monnekulame | 2009 | 2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - RG146 Mentor Education Group ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT) |
| David Andrew Abbott | 2004 | 2002 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - University of Queensland ~ 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Limited ~ 2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| David Geoffrey French | 1999 | 1997 - Diploma of Superannuation Management - Diploma (AQF 5) - Association of Superannuation Funds of Australia Ltd (ASFA) ~ 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2011 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Institute of Financial Services Inc ~ 2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Institute of Strategic Management ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| David Ian Schultz | 2011 | 2004 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2004 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2007 - Graduate Certificate in Corporate Management - - University of South Australia (UNISA) |
| David James Evans | 2004 | 2004 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Limited |
| David John Glover | 2017 | 2017 - Bachelor of Business (Financial Planning) - - RMIT University ~ 2021 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| David Mcbryde | 2010 | 1986 - Bachelor of Law - Bachelor Degree (AQF 7) - Macquarie University ~ 2001 - Master of Business Administration - - Macquarie University ~ 2003 - Diploma of Financial Services (Financial Planning) - - Integratec (Australia) Pty Ltd ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| David Mcdowell | 2012 | 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| David Pritchard | 2004 | 2004 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Limited |
| David Roy Baruffi | 1997 | 1981 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Western Australia ~ 2005 - Graduate Certificate in Taxation - Graduate Certificate (AQF 8) - Curtin University ~ 2006 - Postgraduate Diploma in Business (Taxation) - Graduate Diploma (AQF 8) - Curtin University ~ 2007 - Master of Taxation - Masters Degree (AQF 9) - Curtin University ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| David Stewart James | 1999 | 1999 - Diploma of Financial Markets - - Securities Institute ~ 2003 - Graduate Diploma in Applied Finance and Investment - - Securities Institute ~ 2011 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Kaplan Professional ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - - Kaplan Professional |
| David Victor Kent | 2013 | 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| David Warren Hall | 2013 | 2005 - Bachelor of Commerce - - University of Newcastle ~ 2008 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2012 - Graduate Diploma in Financial Planning - - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| David Wayne Sutton | 2006 | 2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional |
| David William Hutton | 1989 | 2002 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) |
| Dean Aaron Hutchins | 1999 | 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Deepti Palmer | 2018 | 2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Punjab University, Patiala ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional |
| Delta Rianne Smith | 2018 | 2018 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University ~ 2020 - 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Bridging Course - Regulation & Legal Obligations - Griffith University ~ 2021 - 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Bridging Course - Behavioural Finance - Griffith University ~ 2021 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University |
| Dennis Spiroski | 2016 | 2016 - Diploma of Financial Planning - - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional |
| Desmond O'connor | 2012 | 2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Auckland ~ 2011 - Graduate Diploma in Commerce - Graduate Certificate (AQF 8) - University of Auckland ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education Pty Ltd |
| Dewi Chan | 2009 | 2008 - Bachelor of Commerce (Accounting and Financial Planning) - - Curtin University ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Dianne Louise Charman | 1998 | 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2010 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - University of the Sunshine Coast (USC) ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Domenic Vince Musolino | 2018 | 2012 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Bond University ~ 2016 - Bachelor of Law - Bachelor Degree (AQF 7) - University of New England ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute |
| Donna Timms | 2010 | 2008 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2014 - Advanced Diploma of Financial Planning - - Kaplan Professional |
| Duc Loc Nguyen | 2024 | 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Duncan John Hurd | 2001 | 2003 - Diploma of Financial Advising - Diploma (AQF 5) - Finsia ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Ltd |
| Dylan Hultgren | 2013 | 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional |
| Eddie AU | 2015 | 2001 - Graduate Certificate in Applied Finance - - University of Technology Sydney (UTS) ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Emanuel Joseph Mezzasalma | 1982 | 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Emma Louise Craft | 2018 | 2012 - Bachelor of Mathematics - Bachelor Degree (AQF 7) - University of Newcastle ~ 2016 - Master of Professional Accounting - Masters Degree (AQF 9) - Central Queensland University (CQU) ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2022 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2023 - MLC714 Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin University |
| Emma Rose Burrows | 0 | 2023 - Client Engagement Skills (FPC007B) - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Economic and Legal Context for Financial Planning (FPC001B) - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2023 - Ethics and Professionalism in Financial Advice (FPC0002) - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Eric Kok Yaw Chong | 2011 | 2000 - Bachelor of Commerce - - University of Canterbury ~ 2018 - Diploma of Financial Planning - - Mentor Education Pty Ltd ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional |
| Erica Joan Cummins | 2013 | 2002 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional |
| Esther Althaus | 2003 | 2002 - Diploma of Financial Advising - - Securities Institute ~ 2020 - FPL350/FPL550 Behavioural Fin and Inv Portfolio Mgmt - Bridging Course - Behavioural Finance - University of New England ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Fei Kong | 2017 | 2009 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT) ~ 2018 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Mentor Education Pty Ltd |
| Frank Grosso | 1988 | 1998 - Diploma of Financial Planning - - Deakin University ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Frank Oliveri | 2003 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Franky Martino | 2002 | 2001 - Bachelor of Commerce (Accounting) - - University of Western Sydney ~ 2013 - Diploma of Financial Planning - - Kaplan Professional |
| Gaurav Bhanot | 2017 | 2006 - Master of Accountancy - Masters Degree (AQF 9) - Central Queensland University (CQU) ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Gavin DU Buisson Perrine | 2010 | 2002 - Bachelor of Commerce (Economics and Financial Planning) - - University of Western Sydney ~ 2009 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy Pty Ltd ~ 2020 - 201037 Ethics & Professionalism Financial Services - Bridging Course - Ethics - Western Sydney University ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - University of Western Sydney |
| Geoffrey Stephen Montgomery Plummer | 2008 | 2007 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional |
| George Iacovou | 2012 | 2007 - Diploma of International Business - - TAFE QLD ~ 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2017 - Graduate Certificate in Financial Planning - - Griffith University ~ 2018 - Certificate IV in Finance and Mortgage Broking - - Mentor Education Pty Ltd |
| Georgia Bree Alexander | 0 | 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Swinburne University of Technology |
| Georgina Joy Luke | 1988 | 2001 - Foundation Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2016 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Gerald Robert Oldaker | 1983 | 1996 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) |
| Gordon John Wilson | 2007 | 2007 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2008 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Traineeship Management Australia (TMA) ~ 2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Intellitrain Pty Ltd ~ 2015 - Advanced Diploma of Financial Planning - - International Institute of Technology Pty Ltd (IIT) |
| Graeme Hedges | 1990 | 2003 - Diploma of Financial Services (Financial Planning) - - Integratec (Australia) Pty Ltd ~ 2008 - Master of Business Administration - - Australian Institute of Business (AIB) |
| Graeme Neil Schuller | 2003 | 2007 - Diploma of Financial Services (Financial Planning) - - Tribeca |
| Grant Alan Morehead | 2006 | 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2006 - Bachelor of Business (Applied Finance) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - The National Finance Institute ~ 2017 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - National Finance Institute |
| Grant James Maze | 2016 | 1997 - Bachelor of Economics - - University of New South Wales (NSW) ~ 2015 - Diploma of Financial Planning - - Integrity Education Group ~ 2016 - Advanced Diploma of Financial Planning - - Integrity Education Group |
| Grant Mccarthy | 2009 | 2009 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Grant Mccormack | 2007 | 2005 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional |
| Gregg Rodney Winder | 2003 | 2003 - Bachelor of Commerce - - Monash University ~ 2005 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2021 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Gregory Allan Neill | 1996 | 1999 - Diploma of Financial Markets - Diploma (AQF 5) - Securities Institute ~ 2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute |
| Gregory Canino | 1984 | 2000 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Gregory Leon Garner | 2007 | 2000 - Bachelor of Commerce - - University of Southern Queensland (USQ) ~ 2004 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Mortgage & Finance Association of Australia (MFAA) |
| Gregory Thomas Anderson | 2000 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Guy Halpin | 2009 | 2004 - Bachelor of Commerce (Marketing) - Bachelor Degree (AQF 7) - Macquarie University ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Hannah Kate Freeman | 0 | 2020 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Harry Moustakas | 1992 | 2002 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Heath Simon Banfield | 2015 | 2014 - Certificate IV in Financial Services - - Integrity Education Group ~ 2014 - Diploma of Financial Planning - - Integrity Education Group ~ 2015 - Advanced Diploma of Financial Planning - - Integrity Education Group ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Howard Lloyd Peter Rodman | 2015 | 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Hussein Saraya | 1999 | 2002 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Hussien Ayoubi | 2018 | 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Ian David Hayes | 2005 | 2000 - Master of Finance - - Durham University ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Mortgage & Finance Association of Australia (MFAA) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Ivon Fellowes | 1999 | 2004 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) |
| Jack Harrison Webb | 0 | 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Jack Robert Raymond | 2021 | 2019 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2019 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - University of New South Wales (NSW) |
| Jacob Ryan Mccudden | 2017 | 2016 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| James Eamon Mahony | 2008 | 1989 - Bachelor of Business - Bachelor Degree (AQF 7) - Warrnambool Institute of Advanced Education ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Finsia ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| James Eric Henry Willis | 2001 | 2005 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2015 - Certificate IV in Finance and Mortgage Broking - - The National Finance Institute |
| James Reece Galliers | 1997 | 2004 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2004 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - - AAMC Training Group ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional |
| James Wentworth Bucknell | 2001 | 1991 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2005 - 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 ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Jamie Michael Mcintyre | 1991 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Limited ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Jamie O'connor | 2006 | 2006 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional |
| Jane Davis | 2009 | 2000 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Newcastle ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Jarod Charles Winders | 2015 | 2014 - Master degree (unrelated) - Masters Degree (AQF 9) - University of Adelaide ~ 2015 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - The National Finance Institute ~ 2019 - Ethics and Professionalism (7815AFE) - Bridging Course - Ethics - Griffith University ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University |
| Jarrod Boyd | 2011 | 2010 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - RMIT University ~ 2019 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group |
| Jarryd Roy Thraves | 2017 | 2015 - Bachelor of Commerce (Banking and Finance) - - Curtin University ~ 2016 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Jason Hillman | 2000 | 1999 - Bachelor of Commerce (Banking and Finance) - - University of Southern Queensland (USQ) ~ 2001 - Diploma of Financial Planning - - Deakin University ~ 2007 - Diploma of Financial Services (Financial Planning) - - AMP Financial Planning ~ 2013 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional ~ 2014 - Diploma of Finance and Mortgage Broking Management - - Kaplan Professional |
| Jason Macintyre James | 2018 | 2012 - Bachelor of Finance - Bachelor Degree (AQF 7) - University of Adelaide ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Jason Rodney Gordon | 2013 | 2000 - Bachelor of Business (Accounting) - - Southern Cross University (SCU) ~ 2013 - Diploma of Financial Planning - - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Jason Scott Laming | 2010 | 2006 - Bachelor of Commerce (Finance and Marketing) - - Curtin University ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AAMC Training Group ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2013 - Diploma of Finance and Mortgage Broking Management - - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Jay Burke | 2006 | 1999 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Deakin University ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Limited ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2015 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional |
| Jayden Chase Mitchell | 2016 | 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2019 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Jeffrey Allan Bartlett | 2005 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Limited ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Jenna Louise Carey | 2018 | 2016 - Bachelor of Commerce (Accounting and Commercial Law) - Bachelor Degree (AQF 7) - University of Sydney ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional |
| Jennifer Anne Goldsworthy | 2007 | 2007 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Mortgage & Finance Association of Australia (MFAA) |
| Jeremy Robert Gillman-wells | 2001 | 2003 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2003 - Graduate Diploma of Business Administration - - Charles Sturt University (CSU) |
| Jesse Romeo | 2015 | 2014 - Bachelor of Business (Financial Planning) - - RMIT University ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Jie Jiao | 2013 | 2006 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - University of Sydney ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Jigarkumar Shah | 2009 | 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2020 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2021 - MAI728 Financial Behaviour and Decision Making (INTENSIVE) - Bridging Course - Ethics - Deakin University ~ 2021 - MLI714 Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin University ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University |
| Joanne Rose Benny | 2011 | 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2012 - Bachelor of Accounting - - Central Queensland University (CQU) ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| John Anthony Barker | 1989 | 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Limited |
| John Paul Khamis | 2009 | 2008 - Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd ~ 2009 - Bachelor of Commerce - - Macquarie University ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd ~ 2013 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional ~ 2014 - Master of Applied Finance - - Macquarie University |
| John Stephen Brereton | 2001 | 1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Johnson Quang Duong | 0 | 2014 - Bachelor of Commerce (Economics and Management) - Bachelor Degree (AQF 7) - Curtin University ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Jonathan Reynolds | 1999 | 2012 - Graduate Certificate in Professional Accounting - Graduate Certificate (AQF 8) - University of New England ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Jonathon Michael Bevan | 2017 | 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2017 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Joshua Cameron | 2003 | 1994 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University |
| Joshua Lee | 2017 | 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Julian Prendergast | 2008 | 2002 - Bachelor of Agricultural Economics - Bachelor Degree (AQF 7) - University of Sydney ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2014 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Finance & Related Services Training Academy (FARSTA) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Julian Vernon Bailey | 1993 | 1983 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Melbourne ~ 2004 - Diploma of Financial Planning - - Deakin University ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional |
| Julie Anne Van Meegen | 2003 | 2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association ~ 2009 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - Western Sydney University |
| Julie Maree Penfold | 2002 | 1997 - Bachelor of Commerce - - Deakin University ~ 2003 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Justin Isaacs | 2005 | 2020 - FPBFI501A Behavioural Finance - Bridging Course - Behavioural Finance - TAFE NSW ~ 2020 - FPETH501A Ethics and Professional Standards for Financial Advisers - Bridging Course - Ethics - TAFE NSW ~ 2021 - FPLAW501A Commercial and Corporations Law - Bridging Course - Regulation & Legal Obligations - TAFE NSW ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - TAFE NSW |
| Justin James Hyland | 2010 | 2007 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional |
| Justin Michael Smith | 1989 | 2008 - Diploma of Financial Services (Financial Planning) - - GWM Adviser Services Ltd ~ 2014 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2017 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional |
| Justin O'donoghue | 2013 | 2007 - Bachelor of Commerce (Accounting and Business Law) - Bachelor Degree (AQF 7) - Macquarie University ~ 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute |
| Justine Maree Back | 1990 | 2021 - MAI728 Financial Behaviour and Decision Making (INTENSIVE) - Bridging Course - Behavioural Finance - Deakin University ~ 2021 - MLI714 Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin University ~ 2022 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University ~ 2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Jyoti Prasai | 2015 | 2001 - Bachelor of Business - Bachelor Degree (AQF 7) - Tribhuvan University (Nepal) ~ 2005 - Master of Business - Masters Degree (AQF 9) - Tribhuvan University (Nepal) ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Advanced Diploma Of Financial Planning - - Kaplan Professional Education ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Kai KI Angela Woo | 2016 | 2003 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney ~ 2005 - Master of Business Administration - Masters Degree (AQF 9) - University of Technology Sydney ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Kane Cox | 2015 | 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional |
| Kane Dennis Hansen | 2013 | 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd ~ 2021 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional |
| Kayla Anne Murray | 2018 | 2017 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2017 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Australis College |
| Kevin John Kroeger | 2004 | 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Finsia ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Khondoker Ehetesham Haider | 2016 | 2013 - Master of Business Administration - Masters Degree (AQF 9) - North South University Bangladesh ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Kimberley Elizabeth Richardson | 2012 | 2015 - Diploma of Financial Planning - - Kaplan Professional ~ 2017 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Kira-lea Wilson | 2013 | 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Kristian Raymond Foxon | 2015 | 2014 - Diploma of Financial Planning - - International Institute of Technology Pty Ltd (IIT) ~ 2018 - Diploma of Finance and Mortgage Broking Management - - International Institute of Technology Pty Ltd (IIT) ~ 2019 - Advanced Diploma of Financial Planning - - International Institute of Technology Pty Ltd (IIT) ~ 2023 - MAA728 Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University ~ 2023 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Kurt Damien Maxey-fisher | 2008 | 1994 - Bachelor of Economics - - University of Queensland ~ 2016 - Diploma of Financial Planning - - Kaplan Professional ~ 2016 - Graduate Diploma in Applied Finance - - Securities Institute ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Kylie Braschey | 2009 | 2009 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional |
| LU Gan | 2017 | 2009 - Master of Commerce - Masters Degree (AQF 9) - University of Sydney ~ 2009 - Master of International Business - Masters Degree (AQF 9) - University of Sydney ~ 2021 - 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Bridging Course - Behavioural Finance - Griffith University ~ 2021 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2022 - 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Bridging Course - Regulation & Legal Obligations - Griffith University |
| Lachlan Otto | 2014 | 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional |
| Lachlan Patten | 2015 | 2015 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Lance Colin Rowlands | 1999 | 2007 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Financial Planning ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Mortgage & Finance Association of Australia (MFAA) ~ 2013 - Diploma of Finance and Mortgage Broking Management - - Finance & Related Services Training Academy (FARSTA) ~ 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Laura Frances Drost | 2017 | 2016 - Bachelor of Business - Bachelor Degree (AQF 7) - Flinders University ~ 2016 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Flinders University ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd |
| Lazarus Papadopoulos | 2018 | 2016 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Deakin University ~ 2016 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Leanne Scott | 2011 | 2004 - Certificate III in Financial Services (General Insurance) - - AMP Financial Planning ~ 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2015 - Graduate Diploma in Financial Planning - - Kaplan Professional |
| Lee-anne Judith Saunders | 1999 | 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty |
| Liam Anthony Shanahan | 0 | 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University |
| Liam Duncan Cooper | 2006 | 2006 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd ~ 2008 - Bachelor of Business - - Charles Sturt University (CSU) ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Liam James Russell | 2022 | 2020 - Bachelor of Commerce (Financial Planning and Accounting) - Bachelor Degree (AQF 7) - Deakin University |
| Liam Samuel Catchpole | 2018 | 2018 - Bachelor of Business and Bachelor of Economics (Economic Analysis and Finance) - Bachelor Degree (AQF 7) - University of Tasmania ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Kaplan Professional |
| Lisa Maree Barber | 2000 | 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Lucinda Carwardine Thompson | 2003 | 1998 - Bachelor of Business (Finance/Marketing) - Bachelor Degree (AQF 7) - Charles Sturt University (CSU) ~ 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Luke Anthony Klapsis | 2022 | 2020 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Luke Bowler | 2005 | 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2006 - Bachelor of Business (Applied Finance) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Luke Mcnamara | 2017 | 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group |
| Luke Michael Priddis | 2004 | 2005 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute ~ 2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University ~ 2023 - MAA728 Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University |
| Luke William Warren | 2017 | 2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of New England ~ 2012 - Bachelor of Law - Bachelor Degree (AQF 7) - University of New England ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional |
| Mackenzie Sanderson | 1993 | 1994 - Bachelor of Business (Economics and Finance) - - RMIT University ~ 2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2015 - Certificate IV in Finance and Mortgage Broking - - AAMC Training Group |
| Marco Edmund Michalski | 2018 | 2018 - Bachelor of Commerce (Corporate Finance) - Bachelor Degree (AQF 7) - University of Adelaide ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Marcus Larcombe | 2018 | 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University |
| Marieka Perkovic | 2010 | 2007 - Bachelor of Commerce (Business Law and Finance) - Bachelor Degree (AQF 7) - Edith Cowan University (ECU) ~ 2014 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2018 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Mentor Education Pty Ltd |
| Mark Francis Borg | 1985 | 2001 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Mark Steven Fraser | 1998 | 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2011 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Kaplan Professional ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - Kaplan Professional ~ 2020 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Martin John Francis | 2006 | 1991 - Bachelor of Commerce (Finance & Economics) - - University of New South Wales (NSW) ~ 2006 - Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd |
| Mathew Paul Gale | 1997 | 2000 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Matthew Lloyd | 2015 | 2001 - Graduate Certificate in Management - Graduate Certificate (AQF 8) - Australian Graduate School of Management (AGSM) ~ 2002 - Graduate Diploma in Management - Graduate Diploma (AQF 8) - Australian Graduate School of Management (AGSM) ~ 2003 - Master of Business Administration - Masters Degree (AQF 9) - Australian Graduate School of Management (AGSM) ~ 2014 - Diploma of Financial Planning - - Kaplan Professional ~ 2022 - MAA728 Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University |
| Matthew David Tame | 2010 | 2010 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Matthew Hale | 2009 | 2008 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2008 - Bachelor of Commerce (Finance and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University |
| Matthew John Collins | 2014 | 2006 - Diploma of Financial Services (Financial Planning) - - Finsia ~ 2016 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Matthew John Jones | 2009 | 2008 - Bachelor of Commerce (Banking and Finance) - - Griffith University ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy Pty Ltd ~ 2012 - Professional Certificate in Self Managed Superannuation Funds - - University of Adelaide ~ 2015 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Matthew John Seamons | 1998 | 1995 - Certificate of Superannuation Management - - Association of Superannuation Funds of Australia Ltd (ASFA) ~ 1996 - Bachelor of Business - - University of Technology Sydney (UTS) ~ 1999 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) |
| Matthew John Stokes | 2013 | 1994 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Matthew Mcintosh | 2007 | 2007 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2017 - Bachelor of Business (Financial Planning) - - RMIT University ~ 2019 - Diploma of Finance and Mortgage Broking Management - - Kaplan Professional ~ 2021 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Matthew Richardson | 2017 | 2015 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Wollogong ~ 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 ~ 2021 - FPC007B - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Megan Jane Rich | 2005 | 2000 - Diploma of Financial Markets - Diploma (AQF 5) - Securities Institute ~ 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional |
| Michael Barry Ashcroft | 2001 | 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2003 - Diploma of Financial Services - Diploma (AQF 5) - Commonwealth Bank of Australia (CBA) ~ 2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Michael Craig | 1999 | 2003 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Michael DI Guglielmo | 2014 | 2012 - Bachelor of Finance - Bachelor Degree (AQF 7) - Australian National University (ANU) ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Michael Gray Jones | 2023 | 2015 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Tasmania ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Michael James Simmons | 2017 | 2012 - Graduate Certificate in Applied Finance - Graduate Certificate (AQF 8) - Kaplan Professional ~ 2013 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2016 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional |
| Michael Jason Kloeti | 2018 | 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Michael John Brear | 1999 | 2004 - Foundation Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) |
| Michael Kolatchew | 2012 | 2009 - Bachelor of Business (Management) - - University of Queensland ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Michael Leonard Edwards | 1989 | 1998 - Industry Standard Education - RG146 specialist knowledge - - Financial Planning Association of Australia (FPA) ~ 1999 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Michael Macrae Fletcher | 2008 | 2005 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Tribeca ~ 2008 - Diploma of Financial Services (Financial Planning) - - AMP Financial Planning ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - International Institute of Technology Pty Ltd (IIT) ~ 2012 - Diploma of Finance and Mortgage Broking Management - - Intellitrain Pty Ltd ~ 2013 - Professional Certificate in Self Managed Superannuation Funds - - University of Adelaide |
| Michael Randolph Morse | 2007 | 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Michael Smagin | 2011 | 2003 - Bachelor of Business (Economics and Finance) - - University of Western Sydney ~ 2011 - Diploma of Financial Services (Financial Planning) - - Tribeca |
| Mina Cao | 2017 | 2012 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Monash University ~ 2012 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Monash University ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Mirella Coe | 2010 | 1997 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Queensland University of Technology (QUT) ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Mitchell John Crute | 2018 | 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT) ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Mouhamad EL Sheikh | 2012 | 2008 - Certificate III in Financial Services - Certificate (AQF 1-4) - Employment Focus ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Moustafa Rabah | 0 | 2020 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - La Trobe University ~ 2024 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Professional |
| Murray Graham Bassett | 1999 | 2001 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2006 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Tribeca ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Natalie Claire Gordon | 2013 | 2012 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy Pty Ltd ~ 2012 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Natalie Isabel Strnak | 0 | 2018 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - RMIT University ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Nektarios Andrea Karkotis | 2005 | 2001 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Western Australia ~ 2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2015 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group ~ 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Nenad Jelinek | 2024 | 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University ~ 2022 - MAA728 Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University ~ 2022 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2022 - MLI714 Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin University |
| Nermin Manjusak | 2022 | 2015 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Nicholas Anthony Vella | 2015 | 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Nicholas Geoffrey Cleal | 2000 | 2000 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University ~ 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Limited |
| Nicholas Grady | 2014 | 2012 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Charles Sturt University (CSU) ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Nicholas John Amato | 2018 | 2016 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2017 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Integrity Education Group |
| Nicholas John Munro | 2017 | 2015 - Bachelor of Commerce (Accounting & Finance) - - Flinders University ~ 2016 - Diploma of Financial Planning - - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Nicholas Jon Carmichael | 2012 | 2006 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Plan Connect ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Ltd ~ 2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Intellitrain Pty Ltd ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd |
| Nicholas Kourouvanis | 2012 | 2002 - Bachelor of Business (Marketing/Economics) - - Monash University ~ 2010 - Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd ~ 2012 - Diploma of Finance and Mortgage Broking Management - - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - - Monarch Institute ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Nicholas Ross Andrews | 2008 | 2008 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd ~ 2014 - Certificate IV in Finance and Mortgage Broking - - AAMC Training Group ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Nicholas Tremayne | 2007 | 2007 - Bachelor of Commerce - - University of Tasmania ~ 2007 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Kaplan Professional ~ 2017 - Advanced Diploma of Financial Planning - - Mentor Education Pty Ltd ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Nicole Jane Hingston | 2014 | 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Nigel James Barling | 2005 | 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional |
| Nigel Stevenson | 2002 | 2004 - Diploma of Financial Services (Financial Planning) - - Integratec (Australia) Pty Ltd ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca |
| Patrick Nong | 2016 | 2010 - Bachelor of Applied Finance with Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Canberra ~ 2016 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Paul Anthony Reilly | 2007 | 2006 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2007 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Traineeship Management Australia (TMA) ~ 2021 - MAI728 Financial Behaviour and Decision Making (INTENSIVE) - Bridging Course - Behavioural Finance - Deakin University ~ 2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Paul F Murphy | 1991 | 2002 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) |
| Paul Francis Reader | 1988 | 2004 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Limited |
| Paul Lewin Carter | 1987 | 1996 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) |
| Paul Morehead | 1988 | 1989 - Bachelor of Financial Administration - - University of New England ~ 1995 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2016 - Certificate IV in Finance and Mortgage Broking - - The National Finance Institute ~ 2017 - Diploma of Finance and Mortgage Broking Management - - National Finance Institute |
| Peggy Pagona Paradisis | 2018 | 2010 - Bachelor of Business (Finance) - - Queensland University of Technology ~ 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional |
| Peta Lee Winkless | 2007 | 2008 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Petar Caric | 2005 | 2008 - Bachelor of Commerce - - University of Wollongong ~ 2019 - Master of Financial Planning - - Western Sydney University |
| Peter Frey | 2009 | 2010 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2017 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Peter Gray | 1991 | 2001 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) |
| Peter Grossman | 1998 | 2005 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) |
| Peter Hannagan | 1996 | 2002 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Peter Hawker | 2008 | 1997 - Bachelor of Management - Bachelor Degree (AQF 7) - University of Sydney ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Traineeship Management Australia (TMA) ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Peter James Burke | 1996 | 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Peter Mark Berresford | 2014 | 2016 - Advanced Diploma of Financial Planning - - Pinnacle Financial Services Academy Pty Ltd ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Peter Olaf Castell Griffith | 2000 | 2005 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Philip Charles Mccoy | 1997 | 1993 - Bachelor of Business (Accounting) - - Charles Sturt University (CSU) ~ 2000 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Phuong Thao VY Nguyen | 2017 | 2015 - Bachelor of Business - - Swinburne University of Technology ~ 2016 - Diploma of Financial Planning - - Monarch Institute ~ 2020 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2022 - 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Bridging Course - Regulation & Legal Obligations - Griffith University ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University |
| Pragya Kumar | 0 | 2022 - Bachelor of Accounting (Financial Planning and Taxation) - Bachelor Degree (AQF 7) - Western Sydney University ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Pramila Walisinghe | 2014 | 2011 - Bachelor of Management (Finance) - Bachelor Degree (AQF 7) - Deakin University ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Raechel Weaver | 2011 | 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - Kaplan Professional ~ 2017 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Raimon Lewandowski | 2004 | 1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Adelaide ~ 2003 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Limited ~ 2011 - Professional Certificate in Self Managed Superannuation Funds - Graduate Certificate (AQF 8) - University of Adelaide ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Rajesh Malik | 2007 | 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Raymond John Graf | 2016 | 2020 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - Charles Sturt University (CSU) |
| Rebecca Jane Mossman | 2005 | 2003 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Newcastle ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2007 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Tribeca ~ 2013 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Rebecca Pritchard | 2015 | 2010 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - University of Melbourne ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional |
| Renee Sullivan | 2018 | 2014 - Diploma of Financial Planning - - Kaplan Professional ~ 2017 - Certificate IV in Accounting - - Applied Education ~ 2017 - Certificate IV in Bookkeeping - - Applied Education ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Rhonda Anne Mansell | 2010 | 2010 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2022 - 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Bridging Course - Behavioural Finance - Griffith University |
| Rhys Hultgren | 2017 | 2017 - Bachelor of Business (Marketing) - Bachelor Degree (AQF 7) - Federation University Australia ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Richard G Bejah | 1982 | 2002 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) |
| Richard Gourlay | 2010 | 2007 - Bachelor of Arts with Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tasmanian Polytechnic ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Robert Dekkan | 1997 | 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy Pty Ltd ~ 2015 - Graduate Diploma in Financial Planning - - Kaplan Professional ~ 2015 - Master of Financial Planning - - Kaplan Professional |
| Robert Edward Pollard | 2012 | 1993 - Associate Diploma of Business - - TAFE NSW ~ 2005 - Graduate Diploma in Accounting - - Institute of Chartered Accountants Australia (ICAA) ~ 2012 - Diploma of Financial Planning - - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Robert John Smith-saarinen | 1992 | 2006 - Industry Standard Education - RG146 specialist knowledge - - Financial Planning Association of Australia (FPA) ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Mortgage & Finance Association of Australia (MFAA) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Robert Parente | 2015 | 2013 - Bachelor of Commerce (Economics and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Rodney Carlyle Turner Lord | 2015 | 1999 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Queensland ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Ltd ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional |
| Rodney Mark Mccormack | 2000 | 2000 - Foundation Diploma of Financial Planning - - Deakin University |
| Ronald Ngo | 2016 | 2014 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Rory Patrick D'agostino | 2015 | 2011 - Bachelor of Commerce (Finance and Marketing) - - University of Wollongong ~ 2016 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2016 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2018 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Rosemary Elisabeth Lawrence | 2018 | 2009 - Master of Management - Masters Degree (AQF 9) - University of Southern Queensland |
| Ross Hultgren | 1988 | 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Archer College ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Ross Ian Buttenshaw | 2016 | 2011 - Master of Business - Masters Degree (AQF 9) - University of Newcastle ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Roy Mcleod | 1998 | 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Rushan Manoj Attygalla | 2017 | 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Ryan Keith Tarr | 2008 | 2008 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy Pty Ltd ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Intellitrain Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Ryan Patrick O'grady | 2014 | 2011 - Bachelor of Business - Bachelor Degree (AQF 7) - Southern Cross University (SCU) ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education Pty Ltd |
| Ryan Peter Gropel | 2023 | 2019 - Bachelor of Commerce (Financial Planning and Accounting) - Bachelor Degree (AQF 7) - Deakin University ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Sally Anne Considine | 2018 | 2018 - Diploma of Financial Planning - - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional |
| Sam Blake Jewell | 2015 | 2014 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2021 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute |
| Samantha Michaela Bakhurst | 2023 | 2014 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Monash University ~ 2020 - MAA728 Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University ~ 2020 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2021 - MLC714 Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin University ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University |
| Sanjay Maharaj | 2000 | 2002 - Bachelor of Commerce - - Griffith University ~ 2008 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - Griffith University ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Sarah Louise Holroyd | 2009 | 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Sarit Shah | 2006 | 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Sasho Jovancevski | 2009 | 2003 - Bachelor of Commerce (Economics, Finance and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - AAMC Training Group ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Sau Man Chan | 2021 | 1997 - Master of Applied Finance - Masters Degree (AQF 9) - Macquarie University ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Scott Andrew Briggs | 1998 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Limited |
| Scott Dion James | 2007 | 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional |
| Shane Eric Leslie Owen | 2001 | 1996 - Bachelor of Economics - - Macquarie University ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Mortgage & Finance Association of Australia (MFAA) |
| Shane John Graham | 2007 | 2007 - Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd |
| Shane Michael Finlay | 2001 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Financial Planning ~ 2006 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Mortgage & Finance Association of Australia (MFAA) |
| Shane Michael Reid | 2009 | 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Sharon Ann Bathis | 1998 | 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Shaun Marcel Akroyd | 2013 | 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - - International Institute of Technology Pty Ltd (IIT) ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Shaun Mcwilliam | 1997 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2006 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Traineeship Management Australia (TMA) ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Shayley Louise Suwald | 2018 | 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2017 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2023 - MAA250 Ethics for Financial Professionals - Bridging Course - Ethics - Deakin University |
| Shereen Isaac | 2010 | 2007 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - University of Technology Sydney (UTS) ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Institute of Strategic Management ~ 2017 - Advanced Diploma of Accounting - Advanced Diploma (AQF 6) - Monarch Institute ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Shitij Mann | 2008 | 2003 - Bachelor of Commerce - - CPA Australia ~ 2005 - Master of Business Administration - - University of Technology Sydney (UTS) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Shreya Laxman Chindarkar | 0 | 2023 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financal Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Sim Han Chan | 2009 | 1980 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Sydney ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Intellitrain Pty Ltd ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT) ~ 2022 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT) |
| Simon Gavan Sandy Capp | 2004 | 2005 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2006 - Master of Business Administration - - University of Adelaide ~ 2017 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Simon Harrison | 2004 | 2004 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Limited |
| Simon James | 2012 | 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Simon Jon Ashman | 2009 | 2005 - Bachelor of Economics - - University of Tasmania ~ 2007 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2010 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Traineeship Management Australia (TMA) |
| Simon Paul Paterson | 2000 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Simon Thomas Carter | 2014 | 2011 - Bachelor of Business - - Edith Cowan University (ECU) ~ 2013 - Diploma of Financial Planning - - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - - Mentor Education Pty Ltd |
| Stephanie Hortis | 2023 | 2020 - Bachelor of Commerce (Finance, Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Stephen Andrew Charalambous | 2013 | 2013 - Bachelor of Commerce (Finance) - - Deakin University ~ 2019 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Stephen Bruce Sewell | 1999 | 2004 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Limited |
| Stephen James Brooke | 1987 | 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Intellitrain Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Stephen O'donoghue | 1999 | 2004 - Graduate Diploma in Personal Financial Planning - - University of Southern Queensland ~ 2012 - Diploma of Finance and Mortgage Broking Management - - AAMC Training Group ~ 2015 - Advanced Diploma of Financial Planning - - Monarch Institute ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Stephen Richard Reynolds | 2007 | 2006 - Bachelor of Commerce (Financial Planning and Accounting) - - Deakin University ~ 2007 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2017 - Master of Financial Planning - - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Stephen Sloane | 2010 | 2005 - Bachelor of Business (Accounting) - - University of Technology Sydney (UTS) ~ 2008 - Graduate Diploma of Chartered Accounting - - Institute of Chartered Accountants Australia (ICAA) ~ 2012 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Kaplan Professional ~ 2020 - Master of Applied Finance - Masters Degree (AQF 9) - Charles Sturt University (CSU) |
| Steven Gordon Fort | 2000 | 2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2005 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Tribeca ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Steven Reynolds | 2011 | 1989 - Bachelor of Economics - - Flinders University ~ 2011 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy Pty Ltd ~ 2014 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2014 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional ~ 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Stuart John Hollman | 1998 | 1994 - Bachelor of Business (Finance) - - University of Technology Sydney (UTS) ~ 2001 - Diploma of Financial Planning - - Deakin University |
| Stuart John Wigney | 1992 | 2001 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Stuart Jones | 2011 | 2008 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - Institute of Chartered Accountants Australia (ICAA) ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Stuart Mcintosh | 2018 | 2014 - Bachlor of Commerce - Bachelor Degree (AQF 7) - Australian National University ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Susan Janet Morris | 2013 | 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Suzana Mesic | 2008 | 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Tariq Khan | 2016 | 2011 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Griffith University ~ 2014 - Master of Commerce (Applied Finance) - Masters Degree (AQF 9) - Griffith University ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Taylor Mifsud | 2017 | 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Australis College ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2019 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Theodore John Holland | 2013 | 1998 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Other ~ 2012 - Diploma of Financial Planning - - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - - Kaplan Professional |
| Thomas Benjamin Hesse | 2010 | 2009 - Bachelor of Finance - - University of New South Wales (NSW) ~ 2009 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2012 - Certificate IV in Finance and Mortgage Broking - - Intellitrain Pty Ltd ~ 2020 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Thomas Bowman | 2018 | 2014 - Bachelor of Commerce (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT) ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Thomas Jack Merrick | 2015 | 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Thomas Stephen Burnett | 2018 | 2018 - Bachelor of Business - Bachelor Degree (AQF 7) - University of the Sunshine Coast (USC) ~ 2018 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of the Sunshine Coast (USC) ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Thomas William Richardson | 2023 | 2022 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - University of South Australia ~ 2022 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of South Australia |
| Timothy Carswell Smith | 2018 | 2004 - Bachelor of International Studies - Bachelor Degree (AQF 7) - Flinders University ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Timothy David Bell | 1991 | 1998 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Timothy Earle Jones | 2007 | 2006 - Diploma of Financial Services (Superannuation) - Diploma (AQF 5) - Association of Superannuation Funds of Australia Ltd (ASFA) ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Timothy Graham | 2013 | 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2021 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University |
| Timothy Peter Haysman | 1999 | 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Toby Anderson Francis | 2001 | 1997 - Bachelor of Business - - Swinburne University of Technology ~ 2002 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2005 - Diploma of Financial Services (Financial Planning) - - AMP Limited |
| Todd Burrows | 1997 | 1993 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) |
| Todd Jeffrey | 2001 | 2014 - Graduate Certificate in Business - Graduate Certificate (AQF 8) - University of Tasmania ~ 2017 - Master of Business - Masters Degree (AQF 9) - University of Tasmania ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Tony Blazevski | 2001 | 1999 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University ~ 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2008 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Kaplan Professional ~ 2015 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional |
| Tony Evans | 2005 | 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - MLC Limited ~ 2018 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Tony Martin | 2016 | 2016 - Diploma of Financial Planning - - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Kaplan Professional |
| Tony William Borg | 1991 | 2002 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2016 - Professional Diploma in Stockbroking - - DeakinPrime ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Trent Michael Rose | 2008 | 2006 - Bachelor of Business - - Griffith University ~ 2007 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2013 - Diploma of Finance and Mortgage Broking Management - - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Trent Reisenleiter | 2016 | 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2017 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Finance & Related Services Training Academy (FARSTA) ~ 2021 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Institute of Strategic Management |
| Tristan Jordan | 2011 | 2010 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Kaplan Professional ~ 2011 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Monash University ~ 2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Troy Furze | 2008 | 2007 - Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Troy Patrick Mcgrath | 1996 | 2000 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2023 - MAI728 Financial Behaviour and Decision Making (INTENSIVE) - Bridging Course - Behavioural Finance - Deakin University |
| Tyler Matthew Ryan | 2018 | 2015 - Bachelor of Commerce (Finance & Economics) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2018 - Diploma of Financial Planning - - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Tyron Anthony Tanti | 2008 | 2006 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Tribeca ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - RG146 Mentor Education Group ~ 2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Institute of Strategic Management ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Venetia Yvonne Ridge | 2024 | 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Vince Antonio Fratamico | 2018 | 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2023 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Vince Lepre | 2004 | 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2006 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - AAMC Training Group ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Vincent Tony DI Berardino | 2008 | 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Ltd ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Wade Vautier | 2015 | 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Wayne Stuart Stevens | 1999 | 2002 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2012 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Western Sydney ~ 2013 - Master of Business (Operations Management) - Masters Degree (AQF 9) - University of Western Sydney ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Wedzerai Garwe | 2014 | 2007 - Bachelor of Commerce (Banking and Finance) - - Griffith University ~ 2013 - Diploma of Financial Planning - - Kaplan Professional ~ 2016 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional ~ 2019 - Advanced Diploma of Financial Planning - - Mentor Education Pty Ltd |
| Wendy Frances Celine | 2011 | 1980 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Stellenbosch University ~ 2007 - 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 |
| Willem Friso Beimers | 2009 | 2001 - Diploma of Financial Services - Diploma (AQF 5) - Institute of Financial Services Inc ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd ~ 2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - The National Finance Institute ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| William Charles Norman | 2016 | 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Finsia ~ 2013 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute Of Technology |
| William Joseph Meehan | 1974 | 2005 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2010 - Certificate IV Financial Services (Finance/Mortgage Broking) - - TAFE NSW ~ 2013 - Diploma of Finance and Mortgage Broking Management - - Institute of Strategic Management |
| William Leonard Rainger | 2009 | 2000 - Bachelor of Agricultural Economics - Bachelor Degree (AQF 7) - University of Sydney ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd ~ 2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - TAFE NSW ~ 2021 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| William Yorke | 2013 | 2013 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Xiao Wang | 2021 | 2009 - Master of Commerce (Finance) - Masters Degree (AQF 9) - University of Sydney ~ 2009 - Master of Professional Accounting - Masters Degree (AQF 9) - University of Sydney ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Zachary Peter Drysdale | 2018 | 2018 - Industry Standard Education - RG146 specialist knowledge - - Deakin University ~ 2019 - Bachelor of Property and Real Estate (Financial Management) - Bachelor Degree (AQF 7) - Deakin University ~ 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Zachary Sorensen | 2002 | 2004 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |