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

Name First provided advice Qualification and trainings
 Andrew Csordas 2010 Advanced 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 Beer 2018 Bachelor of Business Studies - Charles Sturt University ~ Diploma of Financial Planning - Kaplan Professional
 Andrew Joseph Donachie 2005 Bachelor 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 Urudra 2014 Bachelor of Commerce - The University of Melbourne ~ Diploma of Financial Planning - Kaplan Professional Education
 Anthony Oppedisano 2001 Bachelor of Applied Finance - Macquarie University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Securities Institute
 Anthony Ristevski 2023 Bachelor of Business - University of Technology, Sydney ~ Diploma of Financial Planning - Kaplan Professional ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC006 Tax & Commercial Law for Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Arpita Dilipkumar Bhatt 2017 Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Holmesglen Institute ~ Master of Commerce (Professional Accounting) - University of Ballarat ~ Master of Financial Planning - Deakin University
 Belinda Lynch 2009 Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Master of Commerce (Financial Planning) - University of Western Sydney
 Bowen Tang 2018 Bachelor of Commerce - Accounting - Macquarie University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Bradley Robert Mcnaught 2003 Bachelor of Business (Economics & Finance) - Royal Melbourne Institute of Technology ~ Certified Financial Planner - Financial Planning Association (FPA)
 Cain Laoumtzis 2006 Bachelor 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 Stewart 1992 Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 Chao LI 2018 Advanced Diploma of Financial Planning - International Institute of Technology ~ Bachelor of Business - Queensland University of Technology ~ Diploma of Financial Planning - International Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Accounting - Victoria University
 Chelsea Ann Peard 2006 Advanced 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 Liando 2011 Bachelor of Commerce - University of Wollongong ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Chrisanthy Kamaras 2009 Advanced 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 Lotter 2010 Bachelor 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 Goutziotis 2018 Advanced 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 Whiteford 2008 Advanced 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 ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Christopher Murray Suters 2015 Advanced 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
 Cindi June Argent 2014 Bachelor of Business (Accounting) - Australian Catholic University ~ Diploma of Financial Planning - Kaplan Professional Education
 Corrina Dunne 1997 Bachelor of Arts - University of Newcastle ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 Craig Hardy 2010 Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Charles Sturt University ~ Master of Applied Finance - Charles Sturt University
 Daniel James Robertson 2007 Bachelor 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
 Darren Pryor 2005 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 David Barton 2010 Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan
 David Graham Bamforth 2004 Advanced Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 David Gray 2011 Bachelor of Commerce - Australian National University ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 David Ladeira 2009 Advanced 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 Selby 2012 Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Mentor Training Group ~ Graduate Certificate in Finance - Charles Sturt University ~ Master of Applied Finance (Financial Planning) - Charles Sturt University
 Deanne Lesley Poort 2011 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Integratec
 Dinith Gaveshana Basnayake 2023 Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - Monarch Institute ~ Graduate Diploma of Financial Planning - Deakin University ~ MLC301 Principles of Income Tax Law - Deakin University ~ MLC707 Business Law - Deakin University
 Dion Miller 2000 Bachelor of Business - Swinburne University ~ Diploma of Financial Planning - FPA/Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Dominic Andrew Jonathan Brown 2009 Diploma 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-hope 2018 Bachelor of International Business - University of Canberra ~ Diploma of Financial Planning - Mentor Education
 Ekta Ashokkumar Lalwani 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - Gujarat University, India ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Elena Konstantinov 2010 Bachelor of Business (Financial Planning) - RMIT ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Finance with Distinction - RMIT
 Emeraan Dhanshe 2006 Advanced 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) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Emily Onglingchuan 1998 Advanced 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 Andreopoulos 2000 Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma in Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - FPA/Deakin University
 Evta Krina 2018 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Three Sixty ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business Administration (MBA) - Monash University
 Gargi Thakkar 2018 Diploma of Financial Planning - Mentor Education ~ Master of Commerce (Professional Accounting) - University of Ballarat
 Garry Oganesian 2012 Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - Macquarie University ~ Diploma of Financial Services (Financial Planning) - Investment Banking Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Geoff Kaye 2002 Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 Geoffrey Mutton 1999 Bachelor 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 Dowell 2002 Advanced 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 ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Gordon Wallace 2017 Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - MLC Advice Education ~ Graduate Certificate in Management - Australian Institute of Management
 Gregory James Weeks 2013 Bachelor of Commerce (Financial Planning) - University of Wollongong ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Hak Fei Vivian Chau 2011 Advanced Diploma of Financial Service (Financial Planning) - Kaplan Professional Education ~ Bachelor of Commerce - Deakin University ~ Diploma of Financial Services (Financial Planning) - Three Sixty
 Hebatalla Sohail Saad Moustafa Salama 2018 Bachelor 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
 Ibrahim Ibrahim 2007 Advanced 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
 Jack Dimovski 2023 Bachelor of Economics and Finance - University of Wollongong ~ Diploma of Financial Planning - Kaplan Professional ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC006 Tax and Commercial Law for Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Jake Smith 2012 Bachelor 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 Broad 2004 Advanced 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
 Janet Anne Heron 1998 Diploma of Financial Planning - FPA/Deakin University ~ Master of Financial Planning - Kaplan Professional
 Janine Varughese 1996 Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning - FPA/Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Jason Paul Gay 2006 Advanced 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
 Jessica Anne Andrews 2018 Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Diploma of Financial Planning - Kaplan Professional
 Jessica Anne Tarabay 2018 Bachelor of Business and Commerce (Economics and Finance) - University of Western Sydney ~ Diploma of Financial Planning - Kaplan Professional
 Jia Tang 2010 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Commerce (Finance) - University of New South Wales
 John Buchhorn 2007 Bachelor 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
 Joseph Napoli 2011 Bachelor of Business & Commerce (Applied Finance) - University of Western Sydney ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Justine Margaret Mcglynn 2018 Certificate 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
 Kane Jiang 2013 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Kenneth Young 2014 Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Trainee Management Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance (Financial Planning) - Charles Sturt University
 Kevin Phoa 2002 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Banking & Finance) - Monash University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Kieran Nikitaras 2018 Bachelor of Commerce (Financial Planning) - University of Wollongong ~ Diploma of Financial Planning - Kaplan Professional
 Kirk William Alpen 2018 Bachelor of Commerce (Finance and Financial Planning - University of Wollongong
 Kristy Lee Sullivan 2010 Bachelor 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 Prebble 2015 Advanced 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
 Lee-anne Maree Whitson 2015 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Leslie Bruce Tate 2016 Diploma of Financial Planning - Deakin University/FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Luke Bailey 2010 Advanced 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 Cooper 2008 Advanced 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 Kermond 2011 Bachelor of Commerce (Financial Planning & Finance) - Deakin University
 Luke Maxwell Felsch 2009 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Marcus Christopher Gridley 2004 Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Bachelor of Business - Swinburne University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Ethics + Professionalism in Financial Advice - Kaplan
 Mark Irvine 2014 Advanced Diploma of Financial Planning - International Institute of Technology ~ Bachelor of Economics - La Trobe University ~ Diploma of Financial Planning - International Institute of Technology
 Matthew Bell 2016 Bachelor of Commerce (Financial Planning) - University of Wollongong ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Matthew James Barsby 2004 Bachelor of Commerce (Financial Planning & Accounting) - Deakin University
 Matthew Price 2007 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Michael John Faehndrich 2005 Advanced 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
 Michelle Yang 2007 Certified 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
 Mohammed Javed Wasef 2014 Advanced 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) ~ Master of Financial Planning - Deakin University
 Nicholas Gordon 2014 Advanced 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
 Nick Goel 2016 Diploma of Financial Planning - Mentor Education ~ Graduate Diploma of Accounting - Swinburne University ~ Master of Accounting - Victoria University
 Nigel John Butement 2012 Advanced 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 Ruge 2010 Bachelor 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
 Nikoleta Laketa 2023 Bachelor of Commerce (Finance) - University of Wollongong ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC006 Tax & Commercial Law for Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Pankaj Kumar 2006 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Commerce (Honours) - University of Delhi, India ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business Administration - University of Technology Sydney
 Paul Alexander Theodore 2016 Advanced 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
 Peter Alexander James Trenchard 2007 Bachelor of Social Science - Deakin University ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services - Tribeca
 Peter Hogg 2007 Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Bachelor of Economics - University of New England
 Remona Naife Catherine Issa 2018 Bachelor of Commerce (Finance and Financial Planning) - University of Wollongong
 Richard Edmund Whelan 2021 Advanced 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 Kim 2018 Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute ~ Master of Financial Planning - Griffith University
 Robert Catherall 2008 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Rowan Healey 2011 Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Health Science - University of Western Sydney ~ Graduate Diploma of Education (Secondary) - Charles Sturt University
 Samuel Wallace Anderton 2018 Bachelor of Business - University of Newcastle ~ Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Sanober Balsara 2000 Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Scott Andrew Stevens 1999 Bachelor of Commerce - University of Newcastle ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 Shannon Crilly 2015 Bachelor of Commerce (Financial Planning) - University of Wollongong ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Sheryl Paras Agustin 2011 Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Arts (Economics) - University of the Phillipines ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Shweta Khemani 2008 Advanced 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
 Snigdhadeb Basak 2016 Advanced 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 Shah 2012 Advanced 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 Mavros 2004 Bachelor 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 Schweikert 2014 Diploma of Financial Planning - FPA/Deakin University
 Thi Louise VO 2018 Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education
 Thomas David Beecheno 2023 ACCY228 Taxation for Financial Planners - University of Wollongong ~ Bachelor of Commerce - University of Wollongong ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ LAW 101 Law, Business and Society - University of Wollongong
 Thomas Michael Delaney 2015 Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Certified Financial Planner - Financial Planning Association (FPA)
 Thomas Noad 2015 Bachelor of Commerce - University of Canberra ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Toby Sinclair 2001 Advanced 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 Williams 2003 Bachelor of Economics - University of Newcastle ~ Graduate Diploma of Applied Finance and Investment - FINSIA ~ Graduate Diploma of Financial Planning - Securities Institute
 Todd Glenn Lloyd 2000 Bachelor of Arts - University of Newcastle ~ Diploma of Financial Planning - FPA/Deakin University ~ FPC001B Economic and Legal Context for Financial Planning - Kaplan Professional ~ FPC006 Taxation for Financial Planning - Kaplan Professional
 Tom Muir 1990 Bachelor of Business (Marketing) - Charles Sturt University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Deakin University/FPA ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Tony Coates 1995 Bachelor of Arts - University of New South Wales ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University
 Trevor Bentley Susman 1999 Certifed 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 Ottens 2016 Advanced 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
 Yazhuo Wang 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - The University of Melbourne ~ Diploma of Financial Planning - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Finance - The University of Melbourne