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
 Aaron Keith Roberts2008Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education
 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
 Albert Alexander Evans2009Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of International Finance - Griffith University ~ Diploma of Financial services (Financial Planning) - Pinnacle Financial Services ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Albert Noordhuis1987Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Alexandros Cokalis2002Advanced Diploma of Financial Services - Kaplan Professional ~ Bachelor of Engineering - University of Melbourne ~ Bachelor of Science (Honours) - University of Melbourne ~ Diploma of Financial Services - Kaplan Professional ~ ICFS Specialist SMSF Course - University of Adelaide
 Alison Louise Antoinette2000Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Alison Margot Foxford2015Diploma of Financial Planning - Kaplan Professional Education
 Allan Charles Johnson2012Bachelor of Business - Central Queensland University ~ Diploma of Financial Services - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Amanda Louise Rafferty2015Bachelor of Commerce - Deakin University
 Andrew Brian Goodhand2007Graduate Diploma Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Andrew Bruce Roberts2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Tier 1 Derivatives - Personal Advice - Kaplan Professional
 Andrew Henly1987Certified Financial Planner Program - Deakin University ~ Diploma of Financial Planning - Deakin University
 Andrew Robert Taylor2018Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Management - Queensland University of Technology ~ Provide Advice in Derivatives - Monarch Institute
 Andrew Smethurst2006Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Angela Nicole Dignam2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Fellow Chartered Financial Practioner (FChFP) - Association of Financial Advisers (AFA) ~ Self Managed Superannuation Funds - Kaplan Professional Education
 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
 Anthony Paul Kane2003Bachelor of Economics - University of New England ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Anthony Shane O'hara2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Graduate Certificate in Applied Finance - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Applied Finance - Kaplan Professional Education
 Atilla Gyula Elek2003Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Averylle Rocio Zelko1998Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - The Commonwealth Bank of Australia
 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
 Blair Andrew Powell2016Accountants SMSF Package - Kaplan Professionall ~ Bachelor of Commerce - The University of Newcastle ~ Diploma of Financial Planning - Kaplan Professional
 Blake Roberts2003Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Applied Science (Mathematics) - Queensland University of Technology ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Brendan Maguire2014Advanced Diploma of Financial - Mentor Education ~ Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Funds - Mentor Education
 Brendan Norman Jeffrey Thompson2008ASX Markets Responsible Executive Exam - Kaplan Professional Education ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma Financial Services - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Brendan O'reilly2003Bachelor of Business (Accounting) - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Tribeca
 Brett Patrick Martin2007Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Graduate Diploma in Applied Finance & Investment - Securities Institute of Australia ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Bronwyn Louise Hodges2004Diploma of Financial Advising - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Bryan Mcnamara1999Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Cameron Obliubek2004Bachelor of Business (Economics & Finance) - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional Investments ~ Master of Financial Planning - Royal Melbourne Institute of Technology (RMIT) ~ Self Managed Superannuation Funds - Kaplan Professional Education
 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
 Caron Collins2015Diploma of Financial Planning - Kaplan Professional Education
 Catriona Graham2009ASX Listed Product Accreditation Course - LPAC ~ Advanced Diploma of Financial Services ( Financial Planning) - Kaplan ~ Diploma of Financial Services ( Financial Planning) - AMP ~ Fellow Chartered Financial Practitioner - Association of Financial Adviser ~ Self Managed Super Fund - Kaplan
 Chad Appleby2002Bachelor of Economics - Adelaide University ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Charles Hamish Gow2008Bachelor of Business - Curtin University of Technology ~ Chartered Accountant - The Institute of Chartered Accountants ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Christine Penprase1994Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Fund Accreditation - Institute of Technology
 Christopher Bryan Kelly2006Bachelor of Commerce (Financial Planning and Investments) - Griffith University ~ Graduate Diploma of Applied Finance - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Christopher Joseph Ludony Sanak2015Accredited Aged Care Professional - Aged Care Steps (ACS) Pty Ltd ~ Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services ( Financial Planning) - New South Wales Technical and Further Education Commission Australia ~ Graduate Certificate in Financial Planning - Kaplan Professional Education ~ Master of Financial Planning - Kaplan Professional Education
 Clint Tallon2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan
 Colin Selwyn Suntup1996Advanced Diploma of Financial Planning - International Institute of Technology ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Craig Robert Orbell2007Bachelor of Business - University of Technology ~ Diploma in Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Business Studies - University of Technology ~ Self Managed Superannuation Funds - Kaplan Professional
 Daniel James Irving2006Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma in Financial Services (Financial Planning) - Mentor Education ~ Margin Lending - Deakin Prime
 Darren James Starr1999Diploma of Financial Planning - Investment Banking Institute ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Darren John Franklin2005Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Associate Diploma of Business (Banking & Finance) - TAFE Queensland ~ Certificate in Applied Self-Managed Super Fund Advice - AET ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Darren Peter Maundrell2000Bachelor of Economics - Macquarie University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University ~ Listed Product Accreditation Course - Savings Factory
 Darryn John Thode1995Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Self Managed Superannuation Funds Course - International Institute of Technology
 David Anthony Williams2005Bachelor of Commerce - University of Newcastle ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education
 David Brady2001Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional Education
 David Edward Murphy2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Certificate in Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Principles in Self Managed Superannuation Funds - International Institute of Technology
 David Mark Ivanfy2001Diploma of Financial Services (Financial Planning) - FINSIA
 David Shanley1988Bachelor of Commerce - University of Newcastle ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Graduate of Aust. Institute of Company Directors - Australian Institute of Company Directors ~ Margin Lending and Geared Investments - Kaplan Professional Education
 David Telford2002Bachelor of Business (Accounting) - Central Queensland University ~ Bachelor of Financial Planning - Central Queensland University ~ Diploma Financial Services (Financial Planning) - FPA
 David William Woodcock2016Accountants SMSF Package - Kaplan Professional ~ Bachelor of Commerce - The University of Newcastle ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Chartered Accounting - The Institute of Chartered Accountants in Australia
 Dean Anthony Taylor2003Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Deborah Pearce2003Bachelor Of Business Financial Planning - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Debra Polkinghorne2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Deen Mcgoldrick2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Certificate of Applied Finance - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional
 Deirdre Samardzic2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Self Managed Superannuation Funds - Mentor Education Group
 Dennis Koklas2005Advanced Diploma of Financial Services (Financial Planning) - FINSIA ~ Diploma of Financial Services (Financial Planning) - The Securities Institute
 Dennis Renbo1998Bachelor of Economics - University of New England ~ Certified Financial Planner - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Business Administration - University of New England ~ Master of Financial Planning - University of the Sunshine Coast
 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
 Edward Brown2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Eric Quak2018Bachelor of Science - The University of Sydney ~ Graduate Diploma in Financial Planning - Securities Institute
 Fleur Elizabeth Jennings Perkins2014Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Frank Ferrero1983Bachelor of Business - Western Australian Institute of Technology ~ Certified Financial Planner Program - Deakin University ~ Certified Investment and Financial Adviser (CIFA) - Australian Society of Investment and Financial Advisers Ltd ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Gary Hayman1992Cavendish & ICFS Specialist SMSF Course - Cavendish & The University of Adelaide ~ Certificate in Financial Markets - Securities Institute of Australia ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Gary Raymond Skelton2000Bachelor of Business - Swinburne Institute of Technology ~ Bachelor of Business - Swinburne Institute of Technology ~ Financial Planning Proper Authority Course - Institute of Chartered Accountants in Australia ~ Financial Planning Proper Authority Course - Institute of Chartered Accountants in Australia ~ Self Managed Superannuation Fund Specialisation Course - University of New South Wales ~ Self Managed Superannuation Fund Specialisation Course - University of New South Wales
 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
 Gavin Paul Smith2007Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University ~ Financial Planning Certificate - Chartered Insurance Institute UK ~ Master of Business Administration - Australian Institute of Business
 Glenn Peers2003Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Commerce (Human Resource Management and Industrial Relations) - University of Western Sydney ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Glenn Torrents2000Bachelor of Business - Tasmanian State Institute of Technology ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ DPLM Margin Lending - Pinnacle Financial Services Academy
 Graham Bernard Yon2013Advanced Diploma of Financial Planning - Kaplan ~ Bachelor Business (Applied Finance) - University of Western Sydney ~ Self Managed Superannuation Funds - Kaplan
 Grant Edward Fisher2007Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Financial Administration - University of New England ~ Certified Financial Planner (CFP) - FPA ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Harald Thomas Baumeister1997Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Banking & Finance - Australian Institute of Banking and Finance ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investements - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Helen Sackett2009Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Jack Elliott Davies2017Bachelor of Business (International Business) - University of the Sunshine Coast ~ Bachelor of Commerce (Financial Planning) - University of the Sunshine Coast ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional Education
 James Arthur Buckingham2003Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Principles in Self Managed Superannuation Funds - International Institute of Technology
 Jamie Andersen2002Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Business (Finance & Accounting) - University of Technology (Sydney)
 Jane Elizabeth Anderson2010Diploma of Financial Planning - Kaplan Professional Education
 Jason Ball2002Certified Financial Planner Program - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Jason Galea1994Bachelor of Business - Swinburne University ~ Diploma of Financial Planning - Deakin University ~ Graduate Diploma of Applied Investment and Finance - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Jason Richard Henry Powell2000Advanced Diploma of Financial Services (ADFS) - Kaplan ~ Diploma of Financial Markets - Securities Institute of Australia ~ Master of Business Administration - Charles Sturt University
 Jeffrey Edward Dunn1997Certificate in Financial Markets - Securities Institute of Australia ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University
 Jennifer Jean Jess2011Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Jocelyn Lesley Fergusson2013Diploma of Financial Planning - International Institute of Technology ~ Graduate Certificate in Financial Planning - Griffith University
 John Addario2004Bachelor of Business - University of Technology (Sydney) ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA)
 John Creamer2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 John Dennis Foster1987Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 John Michael Corkill2004Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Bachelor of Business (Accounting) - Nepean College of Advanced Education ~ Certified Practising Accountant - CPA Australia ~ Self Managed Superannuation Funds - Tribeca
 Jon Thompson2007Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Advanced Self Managed Super Funds Program - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Jonathan Sims2017Advanced Diploma of Financial Planning - Pinnacle ~ Diploma of Financial Planning - Pinnacle ~ Provide Advice in Margin Lending - Pinnacle ~ Self Managed Superannuation Funds - Pinnacle
 Jonathon Charles Piefke2000Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Advanced Self Managed Superannuation Funds Program - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Jose Calhau1980Diploma of Financial Planning - Deakin University
 Josie Ceddia2001Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Judith Anne Mullard1999Diploma of Financial Planning - Deakin University
 Kelvin Shortte2012Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Advising - Securities Institute
 Kevin David Malcolm2014Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Investment Banking Institute
 Koreen Govender2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology
 Laura Caldwell2003Diploma of Financial Planning - Deakin University ~ Margin Leanding and Geared Investments - Kaplan Professional Education ~ Master of Financial Planning - University of the Sunshine Coast
 Lauren Maree Smith2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Leah Shannine Cecere-palazzo2003Bachelor of Economics - University of Adelaide ~ Certified Financial Planner Program - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Tribeca
 Leanne Maree Mclaughlin2018Bachelor of Mathematics and Finance - University of Wollongong ~ Diploma of Financial Planning - FPA ~ Master of Business (Finance) - University of Technology, Sydney
 Leonie Irene Mckain2015Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Traineeship Management Australia Pty Ltd ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan Professional
 Linda Rose Tellis2012Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Linh Thi Thao Nguyen2015Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce - University of NSW ~ Diploma of Financial Planning - Kaplan Professional Education
 Lisa Scott2009Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Economics - St Petersburg State University of Economics and Finance ~ CFP Certification Program - Financial Planning Association of Australia ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - The National Finance Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Loren Renee Brandle2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (FP) - Kaplan
 Louise Elizabeth Birrell2016Bachelor of Commerce in Financial Planning and Investments - Griffith University
 Luke DI Pietro2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Lyle John Greig2003Bachelor of Commerce (Accounting) - University of Wollongong ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Lyndon Brandt Watson1999DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Deakin University
 Lynette J Hiscox-price1992Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Madelyn Grace Lim Cruz2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Business (Economics & Finance) Sub major Financial Management & Banking - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Maria Margarida Teixeira2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Marina Hearne2015Diploma of Financial Planning - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan Professional Education
 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 Anthony Norman Lilley2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Dip of Financial Planning (Financial Services) - FINSIA
 Mark Geoffrey Chapman1999Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Mark Tyminski1996Certificate Course of the Securities Institute of Australia - Securities Institute of Australia ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Professional Certificate in Self-Managed Superannuation - The University of Adelaide ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Marlene Zwarts2009Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds, and Accredited Listed Product Adviser Program - Kaplan
 Martin James Smith1992Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Martin Webb1998Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Matthew Brian Bonnor2001Bachelor of Business - Monash University ~ Certified Financial Planner Program - FPA ~ Diploma of Financial Advising - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Matthew Suters2010Advanced Diploma of Financial Services (Financial Planning) - PS146 Training Australia ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia ~ Graduate Certificate of Financial Planning - Griffith University ~ Margin Lending - Kaplan ~ Self Managed Superannuation Funds - Mentor Education
 Melinda Jayne Harmer2018Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning (1-6) - Kaplan Higher Education
 Melissa Therese Wells2012Advanced Diploma of Financial Planning - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - TAFE - St George College ~ Diploma of Financial Planning - TAFE NSW ~ Investment Products Course - 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 Rizzo1999Advanced Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Michael Rosemond2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Michelle Louise Woodhouse1998Diploma in Financial Advising - Securities Institute of Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Michelle Tracey Roberts2000Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 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
 Neil Raymond Armistead1996Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Nerida Hicks2002AFA 1 Business Strategy for Financial Advisers - CampusAFA ~ AFA 2 Client Experience Strategy - CampusAFA ~ Advanced Diploma Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Nicholas Searl1999Bachelor of Commerce - University of Newcastle ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ SMSF Specialist Pathway Program - Kaplan Professional Education
 Nicole Webster1998Diploma of Financial Planning - Deakin University ~ Graduate Certificate in Management - Deakin University ~ Graduate Diploma in Applied Finance and Investment - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 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
 Patricia Casey1997Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Deakin University
 Paul Andrew Smith2001Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Paul Anthony Davies2000Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - International Institute of Technology
 Paul Harwood2000Bachelor of Commerce (Economics) - University of Wollongong ~ Certificate in Applied Self Managed Super Fund Advice - Tower Trust ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Paul Samuel Downes1998928 Margin Lending - Knowledge and Skills - Kaplan Professional ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Tribeca
 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
 Paul Wayne Farrington2000Certificate in Applied Self-Managed Super Fund Advice - Australian Executor Trustees ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University
 Peter Chi Keung Tse2006Diploma of Financial Services (Financial Planning) - FINSIA ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Peter Gallagher2004Advanced Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Superannuation Management - ASFA ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Peter Perkins1979Bachelor of Business (Accounting) - Charles Sturt University ~ Diploma of Financial Planning - Deakin University
 Philip Barclay2000Bachelor of Economics - University of Newcastle ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University
 Phillip Smith1989Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University
 Rachna Chandna1999Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Master of Business Administration - Macquarie University ~ Master of Management (Finance) - Macquarie University ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Ramesh Karwal2002Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Richard Mark Coleman1996Diploma of Financial Services (Financial Planning) - Tribeca
 Richard Mark Muszynski2000Certificate in Self Managed Superannuation Funds - Tribeca ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Deakin University
 Robert Gaggero2004Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Robert Vaughan1984Bachelor or Business - New South Wales Institute of Technology ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Kaplan Professional Education
 Rodd Budge2006Advanced Diploma of Financial Services (Financial Planning) - FPA ~ Diploma of Financial Services (Financial Planning) - FPA
 Rodney Kenneth Giri2004Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Graduate Diploma Financial Planning - FINSIA ~ Master of Applied Finance - Kaplan Professional Education
 Roger Sousa2000Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Ross Hunter Heslop1994Bachelor of Commerce in Marketing - University of New South Wales ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ 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
 Sally-anne Bell2002Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Self Managed Superannuation Funds - Tribeca
 Sandra Noordhuis2002Associate Diploma in Business (Accounting) - TAFE NSW ~ Diploma of Financial Planning - Deakin University
 Sarah Ann Oliver2014Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Sharon Green1998Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Deakin University
 Sharon Teresa Young2018Bachelor of Business (Accounting) - Swinburne University of Technology ~ Graduate Certificate in Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Tier 1 Derivatives - Personal Advice - Kaplan Professional
 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
 Simon Boom2014Bachelor of Commerce (Finance and Financial Planning) - University of Wollongong ~ CFP certification - Financial Planning Association of Australia
 Simon Rawstron1997Bachelor of Business - Australian Catholic University ~ Diploma of Financial Services (Financial Planning) - FPA ~ Graduate Diploma of Financial Planning - Kaplan
 Simon Thomas Pederson2011Bachelor of Business (Financial Planning) - University of the Sunshine Coast ~ Master of Finance - Griffith University
 Sonya Munro1992Compliance in Diploma Skills - Kaplan Professional Education ~ Compliance in Financial Planning - Integratec ~ Compliance in Life Insurance - Kaplan Professional Education ~ Compliance in Securities, Managed Investments, Derivatives - Financial Planning Association of Australia (FPA) ~ Compliance in Superannuation - Kaplan Professional Education
 Stephen Lewis2001Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certificate in Applied Self Managed Super Fund Advice - Tower Trust ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA)
 Stephen Robert Foster1996Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Steven Michael Jacovou2004Advanced Diploma of Financial Planning - Investment Banking Institute ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - AMP Financial Services
 Stuart James Cain2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Arts (Science & Technology Studies) - University of New South Wales ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - International Institute of Technology
 Susan DI Pietro1996Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Deakin University
 Tara Maree Hungerford2017Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - The University of Newcastle ~ Derivatives Adviser (Personal Advice) - Mentor Education ~ Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Fund Adviser - Mentor Education
 Telina Clarke1989DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Markets - Securities Institute of Australia ~ Diploma of Financial Planning - Deakin University
 Thi MY Ngoc (anna) Tran2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Science (Psychology) - The University of Sydney ~ Diploma of Financial Planning - Investment Banking Institute
 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 Dale Wilkes2002Advanced Diploma of Financial Services (Financial Planning) - AMP Financial Services ~ Bachelor of Business - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - AMP Financial Services
 Todd Hitchcock1991Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Markets - Securities Institute of Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Tracey Grose2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Vicki Ann Lamp1994Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ DMPL Margin Lending - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Vicki Ann Muddiman2015Diploma of Financial Planning - Kaplan Professional Education
 Vincenzo Gagliardi1999Bachelor of Business - La Trobe University ~ Certified Financial Planner - Deakin University/ Financial Planning Association ~ Diploma of Financial Planning - Deakin University/ Financial Planning Association ~ Self Managed Superannuation Fund - Tribeca
 Virginia Jannette Hutchins2013Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Provide Advice in Margin Lending - MLC / Advice Education
 Wayne Geoffrey Gutteridge2004Bachelor of Science - The University of Melbourne ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Graduate Diploma in Industrial Relations & Human Resource Management - The University of Melbourne ~ Graduate Diploma in Industrial Relations and Human Resource Management - Melbourne University ~ Self Managed Superannuation Funds - Kaplan Professional
 Wayne Mathew Terry2018Bachelor of Business majoring in Finance - Southern Cross University ~ Diploma in Financial Services - TAFE