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Bridges Financial Services Pty Limited

AFS License Number
240837
Name
Bridges Financial Services Pty Limited
ABN/ACN/ARBN
60003474977
Licensee issued
March 10, 2004
Address
Millers Point, 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;
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;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility;
superannuation; and
financial products limited to:
miscellaneous financial investment products;
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 including:
investor directed portfolio services; and
securities;
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
derivatives;
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;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility;
superannuation; and
financial products limited to:
miscellaneous financial investment products; and
underwriting:
interests in managed investment schemes; and
an issue of securities; and
provide the following custodial or depository services:
operate custodial or depository services other than investor directed portfolio services;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Abdul Qader Mohamed Juma Al-jabri2010Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Bachelor of Commerce (Finance) - Murdoch University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan Australia
 Abhishek Sheth2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Technology in Aerospace Engineering - Indian Institute of Technology Bombay ~ Core 1 Securities & Managed Investments Accreditation Program - Deakin Prime ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Business Administration Advanced in Finance - University of Wollongong
 Adam Dimopoulos2005Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Bachelor of Business (Banking & Finance) - Victorian University of Technology ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Alla Gorbunova2018Bachelor of Business - University of Technology Sydney ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - AMP Financial Services ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ Masters of Business Administration (Executive) - UNSW
 Allan Phu2018Advance Diploma of Financial Planning - Kaplan ~ Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Anaheeta Engineer2000Certificate 3 Investment and Personal Financial Planning - Investment Training College ~ Graduate Diploma in Personal Financial Planning - University of Southern Queensland ~ RG146 Gap Assessment - Margin Lending - MLC ThreeSixty
 Andrea Dawson2012Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Andrew David Morgan2005Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNB50802 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Andrew David Roy O'malley2018Bachelor of Economics - University of Newcastle ~ Diploma of Financial Planning - Tribeca Learning
 Ann Elizabeth Mitchell2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Economics - University of Sydney ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Anne Hoare2008Diploma of Financial Services (Financial Planning) - Kaplan
 Antonio Monterosso1988Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Ardalan Lany Aryan Nejad2018Bachelor of Business - Queensland University of Technology ~ Diploma of Financial Planning - Kaplan Professional
 Asha Achuthan2005Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Bachelor of Commerce (Factory Administration and Costing) - Bangalore University India ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Ashish Raj Pandey2016Bachelor of Business and Commerce (Accounting) - Western Sydney University ~ Diploma of Financial Planning - Kaplan Professional
 Ashley John Lovi2008Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ Graduate Diploma Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Atilla Gyula Elek2003Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Essential Steps for Aged Care - Aged Care Steps ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Ayshe Agaoglu2017Advanced Diploma of Financial Planning - Integrity Education Group ~ Bachelor of Business (Accountancy) - RMIT University ~ Dilpoma of Financial Planning - Integrity Education Group
 Belinda Kit Ming Hoang2017Diploma of Financial Planning FNS50611 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ RG146 Managed Investments & Securities - Kaplan Australia ~ Tier 1 RG146 Margin Lending - Kaplan Australia
 Benjamin John Taylor2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Benjamin Zamir Dascal2007Bachelor of Business (Financial Planning) - RMIT ~ Certified Financial Planner - FPA ~ Self Managed Superannuation Funds - Tribeca
 Bhavna Patel2004Advanced Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Planning - Integrity Education ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Margin Lending - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Bradley Benes2013Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Graduate Certificate of Applied Finance - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Brendan Maguire2014Advanced Diploma of Financial - Mentor Education ~ Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Funds - Mentor Education
 Brendon David Harris2007Advanced Diploma of Financial Planning - International Institute of Technology ~ Bachelor of Commerce (Accounting and Finance) - University of Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50611 - International Institute of Technology ~ RG146 928S Margin Lending - Kaplan Australia
 Bronwyn Louise Hodges2004Diploma of Financial Advising - Securities Institute of Australia ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Cameron Grant Bishop2017Bachelor of Business (Financial Planning) - La Trobe University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Carl Lao1987Bachelor of Business (Accounting) - University of Technology (Sydney) ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma - Company Directors Course - Australian Institute of Company Directors ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Carly Jarrett2018Bachelor of Business (Accounting) - La Trobe University ~ Diploma of Financial Planning - International Institute of Technology ~ MAA728 - Financial Behaviour and Decision Making - Deakin University ~ MAA769 - Ethics for Financial Services - Deakin University ~ MLC714 - Financial Advice Regulation - Deakin University
 Catriona Graham2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Fellow Chartered Financial Practitioner - Association of Financial Advisers ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Charmaine Black2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - ThreeSixty (MLC Education) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Chee Wai Brendon Leong2015Bachelor of Commerce (Accounting) - University of Newcastle ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50611 - Monarch Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Chemere Nicole Thor2018Advanced Diploma of Financial Planning - Kaplan Education ~ Diploma of Financial Planning - Financial Services Training & Assessment (FSTA)
 Chris Sterjovski2008Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ Master of Applied Finance - University of Newcastle ~ RG146 Margin Lending - MLC ThreeSixty
 Christopher John Manwaring1998CFP - Deakin University ~ Diploma of Financial Planning - FPA
 Christopher Joseph Ludony Sanak2015Accredited Aged Care Professional - Aged Care Steps (ACS) Pty Ltd ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Cody Bax2015Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning FNS50611 - Monarch Institute ~ Graduate Diploma of Financial Planning - Kaplan Australia ~ Master of Financial Planning - Kaplan Professional ~ RG146 922 Derivaitves - Kaplan Australia
 Daniel Schulz2015Advanced Diploma of Financial Planning - Investment Banking Institute (IBI) ~ Diploma of Financial Planning - Investment Banking Institute (IBI)
 Darren Welsh2000Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 928S Margin Lending (928SML) - Kaplan Australia
 Daryl Ian Mcintosh2004Advanced Diploma of Financial Planning FNB60404 - Kaplan Australia ~ CFP Certified Financial Planner - Financial Planning Association of Australia ~ CFP Certified Financial Planner - Financial Planning Association of Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNB50802 - Kaplan Australia ~ SMSF Specialist Adviser (SSA) - SMSF Association
 David Edward Murphy2004Ethics and Professionalism in Financial Advice - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Financial Planning - Kaplan Professional Education ~ Principles in Self Managed Superannuation Funds - International Institute of Technology
 David Hendrikus Horchner2009Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Certificate IV Financial Services Tier 2 - Swinburne University of TechNology - TAFE ~ Diploma of Business (Banking & Finance) - TAFE QLD ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Master of Financial Planning - Kaplan Australia
 David Mcdowell2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 David Scott Seidel2007Advanced Diploma Financial Services (Financial Planning) FNS60404 - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 David Telford2002Bachelor of Business (Accounting) - Central Queensland University ~ Bachelor of Financial Planning - Central Queensland University ~ Diploma Financial Services (Financial Planning) - FPA
 David Tran2016Bachelor of Applied Finance - University of South Australia ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 David Willick1996Diploma of Financial Planning (DFP 1-8) - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - University of Sunshine Coast ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Margin Lending - Kaplan Professional
 Dean Andrew Baguley2001Advanced Diploma of Conveyancing - TMG ~ Diploma Financial Advising - Securities Institute ~ Investment Planning 1 - Tribeca ~ RG146 Margin Lending - MLC ThreeSixty
 Dean Anthony Taylor2003Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Dean Desoukey2015Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Bachelor Business Commerce (Applied Finance) - University of Sydney ~ Diploma Financial Planning FNS50610 - Kaplan Australia ~ RG146 Margin Lending - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Debra Fing2002Bachelor of Business (Tourism Management & Development) - University of Queensland ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Debra Polkinghorne2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Dennis Koklas2005Advanced Diploma of Financial Services (Financial Planning) - FINSIA ~ Diploma of Financial Services (Financial Planning) - The Securities Institute
 Derek Robert Staib2003Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Bachelor of Business - Queensland University Technology ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50802 - Integratec Training ~ RG146 Margin Lending - MLC ThreeSixty
 Dhiraj Karmacharya2018Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Monarch
 Diane Baxter Bleasdale1997Certificate Course on Risk Management and Insurance Planning - Investment Training College ~ Certificate II - Introduction to Personal Financial Planning - Investment Training College ~ Chartered Life Practitioner Program - Asia Pacific Financial Services Association (APFinSA ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Diane Kristine Scott2013Advanced Diploma of Financial Planning FNS60415 - Kaplan Australia ~ Diploma of Financial Planning FNS50610 - Kaplan Australia ~ RG146 Tier 1 Margin Lending Personal Advice - Kaplan Australia ~ TASA and the TPB Code of Professional Conduct - Kaplan Australia
 Domenico Sgro2001Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty ~ SMSF Specialist Adviser (SSA) - SMSF Association
 Dragan Bakic2013Bachelor Science (Business Administration) - University of the Pacific - USA ~ Diploma of Financial Planning FNS50615 - Kaplan Professional ~ Master of Business Administration - University of the Pacific - USA ~ RG146 Securities and Managed Investments - Kaplan Australia ~ RG146 Tier 1 Margin Lending - Kaplan Professional
 Eric Quak2018Bachelor of Science - The University of Sydney ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma in Financial Planning - Securities Institute
 Erika Stephanie Wright2017Bachelor Commerce (Accounting Financial Planning) - University of Wollongong ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Erin O'sullivan2008Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Management) - Queensland University of Technology ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Faizul Costa2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business Management (Business Economics) - The University of Queensland ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 Fleur Elizabeth Jennings Perkins2014Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Frank Ferrigno1990Certificate 4 in Financial Services (Finance/Mortgage Broking) FNS40804 - Intellitrain ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Gary Robertson1992Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Financial Plan Construction PLUS Practice Knowledge Exam (PKE) - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Geoffrey Ewan Burt1999Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Graduate Diploma in Applied Finance and Investment - Kaplan Australia ~ Graduate Diploma of Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Glenda Marie Sweeney1999Certified Financial Planner (CFP) - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Margin Lending - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Harris Hagias2008Graduate Diploma in Global Wealth Management - University of Adelaide ~ RG146 Margin Lending - MLC ThreeSixty
 Hongyu LI2014Advanced Diploma of Financial Planning FNS60415 - Kaplan Australia ~ Bachelor of Commerce - Australian National University ~ CFP Certified Financial Planner - FPA ~ Diploma of Financial Planning FNS50611 - MLC ThreeSixty
 Hugo Edgardo Jovel2015Bachelor of Business and Commerce - University of South Australia ~ Certified Practising Accountant (CPA) - CPA Australia ~ Diploma of Financial Planning FNS50611 - CPA Australia ~ Ethics And Professionalism in Financial Advice - Kaplan Professional
 Ilyas Dogangun2014Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Graduate Diploma Financial Planning - Kaplan Australia
 Isabel Catherine Morphett1995Bachelor of Science (Business Administration) - California State University ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Jacquelyn Sharma2013Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Planning FNS50611 - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - Kaplan Australia ~ RG146 Securities - Pinnacle Financial Services Academy
 James Joseph Miller2008Advanced Diploma Financial Services (Financial Planning) FNS60408 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Australia
 James Yankaiya2016Advanced Diploma of Financial Planning FNS60415 - Mentor education ~ Bachelor of Economics - Macquarie University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FNS50611 Diploma of Financial Planning - Pinnacle Financial Services Academy
 Jason George Vozvoteca2004Bachelor of Arts (Biological Science) - Flinders University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Graduate Diploma of Financial Planning - Securities Institute ~ RG146 Margin Lending - MLC ThreeSixty
 Jason Harrison2006Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Australia
 Jeannie Lee Dyson2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Jeff Baldwin2018Diploma of Financial Planning - Integratec
 Jenneke Ann Mills2018Bachelor of Commerce major in Financial Planning - University of Wollongong
 Jennifer Brookhouse2018Bachelor of Commerce (Accounting) - University of Canberra ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Graduate Diploma in Advanced Taxation - University of New South Wales
 Jennifer Jean Jess2011Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Jim Nelson2000Advanced Diploma of Financial Planning - Aust. & NZ Institute of Insurance & Finance ~ Diploma of Financial Services - Aust. & NZ Institute of Insurance & Finance ~ Master of Business Administration - Massey University - New Zealand
 John Apidopoulos2006Advanced Diploma of Financial Services (Financial Planning) FNS6040 - Mentor Education ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 John Creamer2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional Education
 John David Guthrie2007Advanced Diploma Financial Services (Financial Planning) FNS60404 - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNB50802 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Jonathan Ashley DE Fries2018Bachelor of Economics - University of Sydney
 Joshua Jinks2015Advanced Diploma Financial Planning FNS60415 - Monarch Institute ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ RG146 Managed Investments & Securities - Monarch Institute ~ Self Managed Superannuation Funds - Kaplan Australia
 Joshua Tallon2018Advanced Diploma of Financial Planning FNS60415 - Integrity ~ Diploma of Financial Planning FNS50615 - Integrity ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - Integrity
 Josie Ceddia2001Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Julian Raymond Mcbean2011Advanced Diploma of Financial Planning - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning FNS50804 - Kaplan Australia ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Kazuo Tamano2012Advanced Diploma of Financial Planning - Kaplan Australia ~ Bachelor of Health Services - University of Sydney ~ Diploma of Financial Planning FNS50804 - International Institute of Technology ~ Master of Commerce (International Business) - University of Sydney ~ Principles of SMSF - International Institute of Technology
 Kelvin Shortte2012Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Advising - Securities Institute
 Kenneth Richard Bunney2004Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ Bachelor of Business - Central Queensland University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNB50802 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Khanh Kim Tran2000Bachelor of Commerce - University of Queensland ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ RG146 Margin Lending - MLC ThreeSixty
 Kim Maree Hayward2011Diploma of Financial Planning FNS50804 - GWMAS GWM Adviser Services
 Kristy Louise Rowse2002Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Lasanth Balendran2015Advanced Diploma of Financial Planning FNS60415 - Kaplan Australia ~ Bachelor of Commerce (Accounting & Finance) - University of Queensland ~ Tier 1 Margin Lending Personal Advice - Kaplan Professional
 Laura Ann Kelly2018Bachelor of Business (Financial Planning) - RMIT
 Laxmi Nobokumar Manna2007Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Bachelor of Commerce - University of Mumbai ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Tribeca ~ Master of Business Administration - University of Technology Sydney
 Loren Renee Brandle2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (FP) - Kaplan ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Louise Parsons2018Advanced Diploma of Financial Planning - ThreeSixty ~ Diploma of Financial Planning - ThreeSixty
 Lucas Robert Egan2018Advanced Diploma of Financial Planning - Kaplan Education ~ Diploma of Financial Planning - Kaplan Education
 Luke John Vincent Dickson2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Economics) - LaTrobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan Education ~ FPC002B Ethics and Professionalism for Financial Advice - Kaplan Professional
 Luke Selfe2018Bachelor Applied Finance - University of South Australia ~ Diploma Financial Planning FNS50615 - Kaplan Professional ~ RG146 Tier 1 Margin Lending - Kaplan Professional
 Manjinder Singh Aujla2001Bachelor of Commerce (Accounting & Finance) - Griffith University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Professional Pty Ltd ~ Self Managed Superannuation Fund - Kaplan Professional Pty Ltd
 Marcus Henrik William Stadhouder2001Bachelor of Arts - University New England ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Maria Faskheeva2016Bachelor Commerce - University of Adelaide ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ RG146 928 Margin Lending - Kaplan Australia ~ RG146 Securities & Managed Investments - Kaplan Australia
 Marion Susanne Stanevich2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Mark Anthony Fisher2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Higher Education Pty Ltd ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannution Funds - Kaplan
 Mark O'brien2017Bachelor Commerce (Finance) - University of Queensland ~ Certified Financial Planning (CFP) - FPA ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ RG146 Investment Planning 1 - Kaplan Australia ~ RG146 Margin Lending - Kaplan Australia
 Mark Westwater1998Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Marsha Renee Downward2018Advanced Diploma of Financial Planning - ThreeSixty ~ Diploma of Financial Planning FNS50804 - GWM Adviser Services ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - GWM Adviser Services
 Mary-louise Mccarthy2003Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA)
 Mathew Hanlon2001Advanced Diploma Services (Financial Planning) FNS60408 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Mathew Roger Burnett2014Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Bachelor Business (Finance & Banking) - University of Technology Sydney ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ RG146 Margin Lending & Geared investments - Kaplan Australia
 Matthew Grant King1998Advanced Diploma of Financial Planning - Kaplan ~ Diploma - Financial Planning (1) - FPA (Deakin) ~ Diploma - Financial Planning (2) - FPA (Deakin) ~ Diploma - Financial Planning (3) - FPA (Deakin) ~ Diploma - Financial Planning (4) - FINSIA / SIA
 Matthew Porter2007Bachelor of Economics - Rollins College Winter Park - Florida ~ Diploma of Financial Planning FNS50611 - Monarch Institute ~ RG146 Derivatives - Mentor Education Group ~ RG146 Margin Lending - Mentor Education Group
 Megha Grewal2018Advanced Diploma of Financial Planning FNS60404 - Mentor Education Group ~ Bachelor of Commerce - Dr.B.R Ambedkar University ~ Diploma of Financial Planning FNS50804 - Mentor Education Group ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty
 Melissa Sue Bastian2013Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Michael James O'shea2010DFP5 Taxation Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Business in Marketing - University of Technology Sydney
 Michael Rosemond2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Michelle Amanda Maguire2005Advanced Diploma Financial Services (Financial Planning) FNS60404 - MLC ThreeSixty ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ RG146 Margin Lending - MLC ThreeSixty
 Michelle Kristen Robinson2005Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Client Engagement Skills - 2020 ~ Diploma of Financial Advising - Securities Institute ~ Ethics and Professionalism in Financial Advice. - Kaplan Professional
 Miranda Leung1998Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor Science (Marketing) - Southwest Missouri State University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50611 - Monarch Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Australia
 Moiz Mandani2016Bachelor of Commerce (Accounting and Finance) - Swinburne University of TechNology ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ RG146 Margin Lending - Kaplan Australia ~ RG146 Securities & Managed Investments - Kaplan Australia
 Monique Cecelia James2008Advanced Diploma of Financial Services - Kaplan ~ Bachelor of Commerce (Accounting & Finance) - James Cook University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan
 Nancy Croll1995Bachelor of Arts (Modern Asian Studies) - Griffith University ~ Certified Financial Planner Status (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Graduate Diploma in Advanced Taxation - University of New South Wales
 Nathan James Stanton1999Bachelor of Commerce - University of Queensland ~ Bachelor of Economics - University of Queensland ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Deakin University ~ Masters of Business Administration - Australian Graduate School of Management
 Nathan Mcdiven2010Bachelor of Commerce - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending - Kaplan
 Neel Murti2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - Griffith University ~ Bachelor of International Business - Griffith University ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Nicholas Gareth Groenewald2014Advanced Diploma Financial Planning FNS60410 - Holmesglen TAFE ~ Bachelor of Business (Finance) - Charles Sturt University ~ Diploma Financial Services (Financial Planning) FNS50804 - Holmesglen TAFE ~ RG146 928 Margin Lending - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Nick Cannatello2001Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ Bachelor of Business (Marketing) - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Noel Patrick Pinto2011Advanced Diploma Financial Services (Financial Planning) FNS60404 - Mentor Education Group ~ Diploma of Financial Services (Financial Planning) - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Ovee Bhuyan2014Bachelor of Commerce (Accounting & Financial Planning) - Deakin University
 Panayiotis Griparis1991Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Royal Melbourne Institute of Technology (RMIT) ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Tribeca
 Paul Anthony Taylor2013922 Derivatives & Skills - Kaplan Australia ~ Diploma Financial Planning (FNS50611) - Kaplan Australia ~ Margin Lending - MLC ThreeSixty ~ Securities & Managed Investments - Kaplan Australia
 Paul Dennett2008Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Diploma of Financial Planning FNS50804 - MLC ThreeSixty ~ Fellow Chartered Financial Practitioners (FChFP) - Association of Financial Advisers (AFA) ~ Master of Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Paul Gerard Haines2005Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ Master of Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Paul Graeme Bryant1997Bachelor Business - Victoria College ~ Diploma Financial Planning FNS50611 - Mentor Education Group ~ RG146 928 Margin Lending - Kaplan Australia ~ RG146 Provide Advice in Derivatives - Mentor Education Group
 Paul Ivachoff2009Advanced Diploma Financial Services FNS60404 - Mentor Education Group ~ Certified Financial Planning (CFP) - FPA ~ Diploma Financial Services FNS50804 - Mentor Education Group ~ RG146 Margin Lending - Kaplan Australia
 Paul Stone1991Bachelor of Business - University of Technology (Sydney) ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Royal Melbourne Institute of Technology (RMIT) ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Payalben Parikh2018Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Post Graduate Diploma in Business Management (Marketing Finance) - M.S. Ramaiah Institute of Management - India ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Peter Francis Bourke2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Masters of Financial Planning - University of the Sunshine Coast
 Peter John Brewster2003Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Peter William Arnell2006Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNB50802 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Preeti Pritika Nand2017Bachelor of Finance - University of Canberra ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Pulithitta Itty Philip2017Advanced Diploma of Financial Planning FNS60415 - Kaplan Professional ~ Diploma of Financial Planning FNS50611 - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Tier 1 Margin Lending - Kaplan Professional
 Quoc Tuy Nguyen2005Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Raffaele Orlando1993Bachelor of Business (Accounting) - Footscray Institute of Technology ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending & Geared Investments - Kaplan Professional
 Rex Rozario2015Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Graduate Certificate of Applied Finance - Kaplan Australia ~ Graduate Diploma of Financial Planning - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Rhian Paul Thompson2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Finance and Management) - Curtin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Business Economics - University of Western Australia ~ Self Managed Superannuation Funds - Kaplan Professional
 Rhys John Foan2015Bachelor of Finance (Business Finance) - University of Newcastle ~ Diploma of Financial Planning FNS50610 - Kaplan Australia ~ RG146 Margin Lending - Integrity Education Group
 Ria Rachel Trivedi2018Bachelor of Commerce - Griffith University ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Richard James Wright2016Advanced Diploma Financial Planning FNS60415 - Kaplan Professional ~ Bachelor Commerce (Finance & Economics) - University of Wollongong ~ Diploma Financial Planning FNS50615 - Kaplan Professional ~ Diploma Financial Services FNS50104 - Quantum Financial Training ~ RG146 Tier 1 Margin Lending - Kaplan Professional
 Richard John Leal2008Bachelor of Commerce in Financial Planning and Investments (Accounting) - Griffith University ~ Margin Lending - Monarch Institute ~ Self Managed Superannuation Funds - Monarch Institute
 Rick Adaszko2010Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) (Qualification) - Kaplan Professional
 Robert Bruno Lattanzi2003Diploma of Financial Services (Financial Planning) - Integratec ~ Graduate Certificate of Financial Planning - Griffith University ~ Self Managed Superannuation Funds - Kaplan Professional
 Robert Yu-kuang Chen2008Bachelor Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Rodd Budge2006Advanced Diploma of Financial Services (Financial Planning) - FPA ~ Diploma of Financial Services (Financial Planning) - FPA
 Rodney Keith Bedggood2000Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Master of Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Ross Cameron Tully2008Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education
 Sara Jane Alexander2007Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ Master of Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Saul Illesca1997Bachelor of Business (Accounting) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Securities Institute
 Scott Brown2011Advanced Diploma - Financial Planning - Kaplan ~ Bachelor Degree - Economics - Newcastle University
 Scott Farrant1995RG146 DFS(FP) 1-4 - Mixed Providers ~ RG146 Margin Lending - MLC ThreeSixty
 Scott George Taylor2008Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Scott Jamieson2006Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Bachelor of Commerce (Accounting) - La Trobe University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - MLC ThreeSixty
 Sheena Mcleod2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Sheridan Gillham2005Advanced Diploma of Financial Services (Financial Planning) - FINSIA ~ Diploma of Financial Services (Financial Planning) - Securities Institute
 Sidney Cheng-hsing Lee2005Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ Bachelor of Commerce (Accounting and Finance) - Griffith University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA)
 Simon Coad2001Advanced Diploma of Financial Planning FNS60415 - Kaplan Australia ~ Diploma of Financial Planning FNS50615 - Kaplan Australia ~ Master of Applied Finance (Wealth Management & Financial Markets) - Kaplan Australia
 Simon Rawstron1997Bachelor of Business - Australian Catholic University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan Professional Education ~ Master of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Simon Thomas Pederson2011Bachelor of Business (Financial Planning) - University of the Sunshine Coast ~ Master of Finance - Griffith University
 Sonal Gupta2013Advanced Diploma of Financial Services (Financial Planning) - Advice Education ~ Bachelor of Business Administration (Human Resource Management) - Punjab Technical University, India ~ Diploma of Financial Services (Financial Planning) - Advice Education ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Master of Business Administration - Guru Nanak Dev University, India
 Sonya Munro1992Compliance in Diploma Skills - Kaplan Professional Education ~ Compliance in Diploma Skills - Kaplan Professional Education ~ Compliance in Financial Planning - Integratec ~ Compliance in Financial Planning - Integratec ~ Compliance in Life Insurance - Kaplan Professional Education ~ Compliance in Life Insurance - Kaplan Professional Education ~ Compliance in Securities, Managed Investments, Derivatives - Financial Planning Association of Australia (FPA) ~ Compliance in Securities, Managed Investments, Derivatives - Financial Planning Association of Australia (FPA) ~ Compliance in Superannuation - Kaplan Professional Education ~ Compliance in Superannuation - Kaplan Professional Education
 Stephen Darren Kelly1987Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Superannuation Management - Macquire University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ RG 146 Tier 1 Specialist Margin Lending Course - International Institute of Technology ~ Self Managed Superannuation Funds - Tribeca
 Steven Francis Ellery2008Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Bachelor Business (Finance) - Charles Sturt University ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Stuart Greenfield2006Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Stuart Wilkinson2015Bachelor of Business (Financial Management & Financial Planning) - La Trobe University ~ Bachelor of Business - La Trobe University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA)
 Symonne Ann Ellis2015Advanced Diploma Financial Services (Financial Planning) - Kaplan Australia ~ Diploma Financial Services (Financial Planning) - Tribeca ~ Margin Lending - Kaplan Australia ~ Master of Financial Planning - Kaplan Australia
 Tamara Evans2016Bachelor Commerce (Financial Planning Fin. Acc.) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Thamlini Sathasevam2015Bachelor of Business (Accounting) - University of Technology Sydney ~ Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Tier 1 Margin Lending - Kaplan Australia
 Theodoros Balomenos2004Bachelor of Economics - Flinders University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Graduate Diploma of Financial Planning - Securities Institute ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Thomas Joseph2014Diploma Financial Planning FNS50611 - Monarch Institute ~ Fellow Chartered Financial Practitioner (FChFP) - AFA ~ Margin Lending - Monarch Institute
 Thomas Masi1983Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning (DFP1-8) - FPA ~ RG146 Margin Lending - MLC ThreeSixty
 Tiffany Cosh2008Graduate Certificate in Financial Planning - FINSIA
 Tim Scott Tremain2008Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan
 Tim Sinclair2013Advanced Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Planning - Integrity Education Group
 Timothy David Moore2003Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Certified Financial Planner Status (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNB50802 - Integratec Training ~ RG146 Margin Lending - MLC ThreeSixty
 Todd Conklin2011Bachelor of Applied Finance - Macquarie University ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ RG146 DPML Margin Lending - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Kaplan Australia
 Trevor William Mcgowan1992Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Advanced Strategies for SMSFs - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Tuoxun Kong2016Bachelor of Commerce (Economics & Financial Planning) - Griffith University ~ Graduate Certificate in Finance and Investments - Griffith University ~ RG146 928 Margin Lending - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Vaishali Chitale2014Advanced Diploma Financial Services (Finanical Planning) FNS60404 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Vicki Ann Muddiman2015Diploma of Financial Planning - Kaplan Professional Education
 Vikas Madaan2015Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Accounting - Central Queensland University ~ RG146 Margin Lending - International Institute of Technology
 Wendy Sue Roper1994Bachelor of Business - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Certified Practicing Accountant (CPA) - CPA Australia ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Australia
 Wesley Stuart Mann2009Bachelor of Business (Accounting) - Phillip Institute of TechNology ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 928 Margin Lending - Kaplan Australia
 Xiangxin Wang2015Advanced Diploma of Financial Planning FNS60415 - Mentor Education Group ~ Diploma of Financial Planning FNS50615 - Mentor Education Group ~ Master of Commerce (Finance) - University of New South Wales ~ RG146 Margin Lending - Mentor Education Group
 Yogen Suman Lal2010Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin lending - Personal Advice - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education