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Aware Financial Services Australia Limited

AFS License Number
238430
Name
Aware Financial Services Australia Limited
ABN/ACN/ARBN
86003742756
Licensee issued
Feb. 16, 2004
Address
Sydney, 2000, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
foreign exchange contracts;
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;
securities; and
superannuation;
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;
foreign exchange contracts;
interests in managed investment schemes limited to:
own managed investment scheme only; and
superannuation; 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 limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
foreign exchange contracts;
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;
securities; and
superannuation; and
operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
schemes which only hold the following types of property:
financial assets;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Adam Nash1998Certified Financial Planner - FPA/Deakin University ~ Diploma of Financial Planning - FPA/Deakin University
 Amy Louise Peterson2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Andrea Elmargi2001Bachelor of Commerce (Financial Services) - The University of Western Sydney
 Andrej Vejnovic2011Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Bachelor of Business (Economics and Finance) - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Andrew Csordas2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Finance - University of Newcastle ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Andrew James Beer2018Bachelor of Business Studies - Charles Sturt University ~ Diploma of Financial Planning - Kaplan Professional
 Andrew Joseph Donachie2005Bachelor of Commerce - Deakin University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance and Investment - Securities Institute of Australia ~ Graduate Diploma of Financial Planning - Securities Institute Education
 Anisha Natalie Urudra2014Bachelor of Commerce - The University of Melbourne ~ Diploma of Financial Planning - Kaplan
 Anthony Broad2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Economics - University of Newcastle
 Anthony Mihaljek2007Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Master of Commerce (Financial Planning) - Unversity of Western Sydney
 Anthony Neil Tabrah2015Advanced Diploma of Financial Planning - Investment Banking Institute ~ Bachelor of Business (Banking & Finance) - Victoria University ~ Diploma of Financial Planning - Kaplan Professional Education
 Anthony Oppedisano2001Bachelor of Applied Finance - Macquarie University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Graduate Diploma of Financial Planning - Securities Institute
 Arulnithi Nallusamy2017Bachelor of Business - La Trobe University
 Belinda Lynch2009Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Master of Commerce (Financial Planning) - University of Western Sydney
 Ben Allen2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Finance & Business Management) - Charles Sturt University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Ben Willard2002Bachelor of Commerce (Management) - University of Western Sydney ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 Bonny Daniele2006Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Certified Financial Planner - Financial Planning Association (FPA)
 Bowen Tang2018Bachelor of Commerce - Accounting - Macquarie University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Kaplan Professional
 Bradley Robert Mcnaught2003Bachelor of Business (Economics & Finance) - Royal Melbourne Institute of Technology ~ Certified Financial Planner - Financial Planning Association (FPA)
 Buddhika Wickramaratna2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Applied Economics - University of Canberra ~ Bachelor of Commerce (Banking & Finance) - University of Canberra ~ Certified Financial Planner - Financial Planning Association (FPA)
 Cain Laoumtzis2006Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Cameron Stewart1992Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 Cecilia Chow1997Bachelor of Science - Brigham Young University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University ~ Master of Business Administration - Brigham Young University
 Chelsea Ann Peard2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Arts - University of New South Wales ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - AMP Limited ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Chris Liando2011Bachelor of Commerce - University of Wollongong ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Chrisanthy Kamaras2009Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Christian Lotter2010Bachelor of Commerce - University of Wollongong ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Christopher David Keating2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Finance - University of Newcastle
 Christopher Goutziotis2018Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (International Trade) - Monash University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Christopher James Whiteford2008Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Bachelor of Economics - Macquarie University ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Christopher Murray Suters2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - Bond University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Clint Groenmeyer2012Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Certificate in Financial Planning - Griffith University
 Corrina Dunne1997Bachelor of Arts - University of Newcastle ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 Craig Hardy2010Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Daniel James Robertson2007Bachelor of Accounting - University of South Australia ~ Bachelor of Business (Economics & Finance) - RMIT ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Royal Melbourne Institute of Technology
 Danielle Martin2004Diploma of Financial Planning - Deakin University/FPA ~ Master of Commerce (Financial Planning) - Western Sydney University
 Darius Hantu2001Diploma of Financial Planning - Deakin University/FPA ~ Master of Management (Financial) - Macquarie Graduate School of Management ~ Master of Management - MGSM
 Darren Pryor2005Advanced Diploma of Financial Services (Financial Planning) - FPA ~ Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) - FPA
 David Barton2010Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan
 David Graham Bamforth2004Advanced Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 David Gray2011Bachelor of Commerce - Australian National University ~ Diploma of Financial Services (Financial Planning) - Mentor Education
 David Howie2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Arts - Victoria University of Technology ~ Certified Financial Planner - Financial Planning Association (FPA)
 David Ladeira2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Commerce (Finance and Management) - University of Wollongong ~ Certified Financial Planner - Financial Planning Association (FPA)
 David Selby2012Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Mentor Training Group ~ Graduate Certificate in Finance - Charles Sturt University
 David Stuart Smith2003Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Bachelor of Business - University of Technology, Sydney ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Deanne Lesley Poort2011Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Integratec
 Deborah Mitchell2004Diploma of Financial Services (Financial Planning) - Tribeca
 Dion Miller2000Bachelor of Business - Swinburne University ~ Diploma of Financial Planning - FPA
 Dominic Andrew Jonathan Brown2009Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional Education
 Dominique Louise Jackson-hope2018Bachelor of International Business - University of Canberra ~ Diploma of Financial Planning - Mentor Education
 Drew Cameron Griffin2016Diploma of Financial Planning - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Ekta Ashokkumar Lalwani2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - Gujarat University, India ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Elena Konstantinov2010Bachelor of Business (Financial Planning) - RMIT ~ Master of Finance with Distinction - RMIT
 Elise Hall2015Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Graduate Certificate in Financial Planning - Charles Sturt University
 Elizabeth Ann Miller2018Bachelor of Commerce - University of Canberra
 Emeraan Dhanshe2006Advanced Diploma of Financial Services (Financial Planning) - GWM Adviser Services t/as Advice Education ~ Bachelor of Business (Banking & Finance) - Monash University ~ Certified Financial Planner - Financial Planning Association (FPA)
 Emily Onglingchuan1998Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Science in Accountancy - De La Salle University, Phillipines ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Emmanuel Andreopoulos2000Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma in Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - FPA/Deakin University
 Errin Mcdowall2018Diploma of Financial Planning - Kaplan Education ~ Graduate Certificate in Financial Planning - Griffith University
 Evta Krina2018ADFP - KAPLAN ~ MBA - Monash
 Garry Oganesian2012Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - Macquarie University ~ Diploma of Financial Services (Financial Planning) - Investment Banking Institute
 Geoff Kaye2002Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 Geoffrey Mutton1999Bachelor of Commerce - Monash University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Gillian Dowell2002Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education ~ Bachelor of Economics - The University of Sydney ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - AMP Financial Services
 Gordon Wallace2017Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - MLC Advice Education ~ Graduate Certificate in Management - Australian Institute of Management
 Graeme William Finney2018Graduate Certificate in Financial Planning - Griffith University
 Gregory James Weeks2013Bachelor of Commerce (Financial Planning) - University of Wollongong ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Hebatalla Sohail Saad Moustafa Salama2018Bachelor of Commerce - University of Wollongong ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance - University of Wollongong
 Huseyin (david) Yaman2018Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Business (Management) - University of Western Sydney ~ Diploma of Financial Planning - Monarch Institute ~ Master of Applied Finance - Kaplan Higher Education
 Ibrahim Ibrahim2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Commerce - University of Wollongong ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Isber Durbali2013Bachelor of Finance - La Trobe University
 Jacobus Vlok2017Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - International Institute of Technology ~ Graduate Diploma of Financial Planning - Charles Sturt University ~ Master of Applied Finance - Charles Sturt University
 Jake Smith2012Bachelor of Financial Advising - University of Western Sydney ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - TAFE NSW ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 James Kevin Broad2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Finance - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma in Financial Management - The University of New England
 Jane Maree Tanner2002Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Diploma of Financial Services (Financial Planning) - ThreeSixty
 Janet Anne Heron1998Diploma of Financial Planning - FPA/Deakin University ~ Master of Financial Planning - Kaplan Professional
 Janine Varughese1996Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning - FPA/Deakin University
 Jason Paul Gay2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Economics - University of Newcastle ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Professional Accounting - University of Newcastle
 Jeffrey Khoury2014Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Accounting - University of South Australia ~ Diploma of Financial Planning - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Jennifer Katherine Heenan2008Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Certified Financial Planner - Financial Planning Association (FPA)
 Jennifer Robyn Langton2013Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Jessica Anne Andrews2018Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Diploma of Financial Planning - Kaplan Professional
 Jessica Anne Tarabay2018Bachelor of Business and Commerce (Economics and Finance) - University of Western Sydney ~ Diploma of Financial Planning - Kaplan Professional
 Jia Tang2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Master of Commerce (Finance) - University of New South Wales
 Jie Huang2012Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ CPA Program - Certified Practicing Accountants (CPA) Australia ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Commerce (Accounting) - The University of Sydney
 John Buchhorn2007Bachelor of Business - NSW Institute of Technology ~ CPA Program - Certified Practicing Accountants (CPA) Australia ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Graduate Diploma of Applied Science (Information Technology) - Charles Sturt University
 John Ellis2001Advanced Diploma of Financial Services (Financial Planning) - Kaplan Profesional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance (Financial Planning) - Charles Sturt University
 Joseph Napoli2011Bachelor of Business & Commerce (Applied Finance) - University of Western Sydney ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Justine Margaret Mcglynn2018Certificate in Financial Markets - The Securities Institute of Australia ~ Diploma of Financial Planning - International Institute of Technology ~ Master of Business in Finance - University of Technology Sydney
 Kaden Emery2017Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce - Curtin University of Technology ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Kellie Pearce2012Advanced Diploma of Financial Planning - Mentor Education ~ Advanced Diploma of Financial Planning - Mentor Eduction ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology
 Kenneth Young2014Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Trainee Management Australia ~ Master of Applied Finance (Financial Planning) - Charles Sturt University
 Kevin Phoa2002Advanced Diploma of Financial Services (Financial Planning) - KAPLAN ~ Bachelor of Business (Banking & Finance) - Monash University ~ Diploma of Financial Services (Financial Planning) - KAPLAN
 Khalil (charlie) Daher2018Bachelor of Commerce (Accountancy & Financial Planning) - University of Wollongong ~ Certified Financial Planner - Financial Planning Association (FPA)
 Kieran Nikitaras2018Bachelor of Commerce (Financial Planning) - University of Wollongong ~ Diploma of Financial Planning - Kaplan Professional
 Kirk William Alpen2018Bachelor of Commerce (Finance and Financial Planning - University of Wollongong
 Kristy Lee Sullivan2010Bachelor of Economics - University of Canberra ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional Education
 Kurt Prebble2015Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Bachelor of Mathematics and Finance - University of Wollongong ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Laval Jean Georges HO WO Cheong2002Bachelor of Commerce (Honours) - Laurentian University, Canada ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Commercial Law - University of Melbourne
 Lee-anne Maree Whitson2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional Education
 Leslie Bruce Tate2016Diploma of Financial Planning - Deakin University/FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Lonnie Clark1999Bachelor of Business (Accounting) - Deakin University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA
 Louise Scott Coleman2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - University of Technology Sydney ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Luke Bailey2010Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master Applied Finance (Financial Planning) - Kaplan Professional
 Luke Cooper2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Business - University of Newcastle ~ Bachelor of Economics - University of Newcastle ~ Certified Financial Planner - Financial Planning Association (FPA)
 Luke Kermond2011Bachelor of Commerce (Financial Planning & Finance) - Deakin University
 Luke Maxwell Felsch2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Mahmut Anil Resuloglu2014Bachelor of Finance - La Trobe University ~ Master of International Business - La Trobe University
 Marcus Christopher Gridley2004Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Bachelor of Business - Swinburne University ~ Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Ethics + Professionalism in Financial Advice - Kaplan
 Martin Allison2007Bachelor of Commerce (Accounting and Finance) - Monash University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Graduate Diploma of Financial Planning - FINSIA
 Matthew Bell2016Bachelor of Commerce (Financial Planning) - University of Wollongong ~ Certified Financial Planner - Financial Planning Association (FPA)
 Matthew James Barsby2004Bachelor of Commerce (Financial Planning & Accounting) - Deakin University
 Matthew John Bindah2018Bachelor of Commerce (Accountancy and Finance) - University of Wollongong
 Matthew Price2007Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Michael Darren Smith1996Certified Financial Planner - FPA Australia ~ Diploma of Financial Planning - FPA/Deakin University
 Michael John Faehndrich2005Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Commerce - University of Newcastle ~ Bachelor of Economics - University of Newcastle ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Michael Morritt2001Bachelor Of Economics - University of New England ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 Michelle Yang2007Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - PS146 Training Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business Administration (Finance and Funds Management) - University of Technology Sydney ~ Master of Business Administration in Professional Accounting - University of Technology Sydney
 Miranda Weston2018Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education
 Mohammed Javed Wasef2014Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Bachelor of Commerce (Finance) - University of New South Wales ~ Bachelor of Economics (Econometrics) - University of New South Wales ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Nicholas Gordon2014Advanced Diploma of Financial Planning - Kaplan Professional Eduation ~ Bachelor of Commerce - Macquarie University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Kaplan Professional Education
 Nicholas Leslie Goss2013Advanced Diploma of Financial Services (Financial Planning) - Kaplan Profesional Education ~ Bachelor of Commerce - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Nick Goel2016ADFP-5-8 - Mentor Education ~ Diploma of Financial Planning - Mentor Education ~ Graduate Diploma in Accounting - Swinburne University ~ Masters in Accounting - Victoria University ~ Masters in Business and Financial Management - New Delhi Institute of Management
 Nicolas Paul Saravanja2018Bachelor of Commerce (Financial Planning) - University of Wollongong ~ Certified Financial Planner - Financial Planning Association (FPA)
 Nigel John Butement2012Advanced Diploma of Financial Services (Financial Planning) - PS146 Training Australia/Mentor Education ~ Bachelor of Commerce - University of Western Australia ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia/Mentor Education
 Nigel Ruge2010Bachelor of Business (Marketing) - Monash University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA ~ Master of Applied Finance - Kaplan Professional
 Pankaj Kumar2006Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Commerce (Honours) - University of Delhi, India ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Master of Business Administration - University of Technology Sydney
 Pardeep Singh2018Advanced Diploma of Financial Planning - Integrity Education Group ~ Bachelor of Commerce - Uttranchal Sanskrit University ~ Diploma of Financial Planning - Integrity Education Group ~ Ethics and Professionalism in Financial Advice - Ethics and Professionalism in Financial Advice
 Patrick Crehan2001Bachelor of Arts - Macquarie University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 Paul Alexander Theodore2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Paul Thomas Maynard2016Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Mentor Education Group
 Paulus Yeung2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Accounting) - Swinburne University of Technology ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Peter Alexander James Trenchard2007Bachelor of Social Science - Deakin University ~ Diploma of Financial Services - Tribeca ~ Securities and Financial Derivatives Representative - Securities Futures Authority Limited
 Peter Hogg2007Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Bachelor of Economics - University of New England
 Peter Lillicrap1999Bachelor of Business - University of New England ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Deakin University/FPA
 Peter White2004Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Master of Applied Finance - Charles Sturt University
 Philippa Hogg2008Bachelor of Economics - University of New England ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 Rajdeepsinh Parmar2017Diploma of Financial Planning - Monarch Institute
 Rebecca Paula Cheevers2002Advanced Diploma of Financial Planning - RG 146 Training Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Regan Betteridge2006Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner - Financial Planning Association (FPA)
 Remona Naife Catherine Issa2018Bachelor of Commerce (Finance and Financial Planning) - University of Wollongong
 Richard Edmund Whelan2021Advanced Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Richard Kim2018Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute ~ Master of Financial Planning - Griffith University
 Richard Moule2015Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Bachelor of Financial Services - University of New England ~ Certified Financial Planner - Financial Planning Association (FPA)
 Robert Mcneil Beith1995Bachelor of Economics - University of Sydney ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - RMIT/FPA
 Rowan Healey2011Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Health Science - University of Western Sydney ~ Graduate Diploma of Education (Secondary) - Charles Sturt University
 Roxanne Priest2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - ThreeSixty
 Samuel Wallace Anderton2018Bachelor of Business - University of Newcastle ~ Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Kaplan Professional
 Sanober Bulsara2000Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 Scott Andrew Stevens1999Bachelor of Commerce - University of Newcastle ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 Scott Ward2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - University of New England ~ Certified Financial Planner - Financial Planning Association (FPA)
 Sean Adam Taylor2014Bachelor of Commerce (Economics and Marketing) - University of Wollongong ~ Graduate Certificate in Financial Planning - Charles Sturt University
 Shae Nicole Mcgrath2017Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Shannon Crilly2015Bachelor of Commerce (Financial Planning) - University of Wollongong
 Sheryl Paras Agustin2011Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Arts (Economics) - University of the Phillipines ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Shweta Khemani2008Advanced Diploma of Financial Services (Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Honours) - University of Delhi ~ Post Graduate Diploma of Business Management ( PGDBM) - FORE School of Management
 Simon Fisher2013Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Business - University of Newcastle ~ Certified Financial Planner - Financial Planning Association (FPA)
 Snigdhadeb Basak2016Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - University of Calcutta ~ Diploma of Financial Planning - Kaplan Professional Education ~ Ethics & Professionalism in Financial Advice - Kaplan Professional
 Sonali Shah2012Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce - University of Mumbai (India) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Stephen Mavros2004Bachelor of Finance - La Trobe University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Steven Leslie Simpson2005Bachelor of Business (Banking/Human Resource Management) - Charles Sturt University ~ Diploma of Financial Planning - FPA/Deakin University
 Steven Schweikert2014Diploma of Financial Planning - FPA/Deakin University
 Stuart James Westhoff1999Certified Financial Planner - Financial Planning Association (FPA) ~ Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Planning - FPA/Deakin University ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Susan Stephens2008Bachelor of Science - University of Sydney ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Graduate Diploma of Financial Planning - Securities Institute
 Tam Huynh2016Bachelor of Business (Finance) - Queensland University of Technology ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Monarch Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance - Monash University
 Thi Louise VO2018Diploma of Financial Planning - Mentor Education
 Thomas Michael Delaney2015Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Certified Financial Planner - Financial Planning Association (FPA)
 Thomas Noad2015Bachelor of Commerce - University of Canberra ~ Certified Financial Planner - Financial Planning Association (FPA)
 Toby Sinclair2001Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Arts (Communication Studies) - University of Newcastle ~ Certified Financial Planner - Financial Planning Association (FPA)
 Todd Andrew Williams2003Bachelor of Economics - University of Newcastle ~ Graduate Diploma of Applied Finance and Investment - FINSIA ~ Graduate Diploma of Financial Planning - Securities Institute
 Todd Glenn Lloyd2000Bachelor of Arts - University of Newcastle ~ Diploma of Financial Planning - FPA/Deakin University
 Tom Muir1990Bachelor of Business (Marketing) - Charles Sturt University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Deakin University/FPA
 Tom Nguyen2002Bachelor of Biomedical Science - University of Technology Sydney ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 Tony Coates1995Bachelor of Arts - University of New South Wales ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 Trent Morgan2016Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Graduate Certificate in Financial Planning - Charles Sturt University
 Trent Wayne Shanahan2018Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Finance - University of Newcastle ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Trevor Bentley Susman1999Certifed Practicing Accountant (CPA) - CPA Australia ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia Ltd ~ Diploma of Financial Planning - Deakin University/FPA ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Business Administration - Australian Institute of Business
 Troy Peter Ottens2016Advanced Diploma of Financial Services (Financial Planning) - Integrity Education Group ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Mentor Education Group ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business in Finance - University of Technology Sydney
 Tuan LE2003Bachelor of Commerce - Australian National University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 Vikramjit Singh Anand2011Bachelor of Commerce - Panjab University (India) ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Graduate Diploma of Financial Planning - Kaplan Professional Education ~ Master of Business Administration - University of Technology Sydney ~ Masters of Commerce - Panjab University (India)
 William Charles Bray Cant2021Bachelor of Commerce (Financial Planning & Management) - University of Wollongong ~ Master of Financial Planning - Kaplan Professional
 Yazhuo Wang2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - The University of Melbourne ~ Diploma of Financial Planning - Mentor Education ~ Master of Finance - The University of Melbourne
 Zafer Bhadshah Khan2014Advanced Diploma of Financial Planning - Pinnacle ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Graduate Diploma of Applied Finance and Investment - FINSIA