Capstone Financial Planning Pty ltd

AFS License Number
223135
Name
Capstone Financial Planning Pty ltd
ABN/ACN/ARBN
24093733969
Licensee issued
Oct. 14, 2002
Address
Melbourne, 3000, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Aaron Crosthwaite 2010 Bachelor of Business (Accounting) - University of South Australia ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Juris Doctor (Law) - University of New England ~ Margin Lending & Geared Investments - Kaplan Professional
 Abinash Dhungel 2002 Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Tax Law - The Tax Institute ~ Master of Business Administration - Macquarie University ~ Master of Commerce (Public Accountancy) - University of New England ~ Master of Financial Planning - Kaplan Professional
 Akriti Gupta 2014 Advanced Diploma of Financial Planning - Mentor Education Group ~ Bachelor of Commerce (Accounting) - Macquarie University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Mentor Education Group ~ Margin Lending Adviser (Personal Advice) - Mentor Education
 Alex Peter Kiss 1999 Bachelor of Commerce - University of Newcastle ~ Graduate Diploma in Financial Planning - Securities Institute
 Alexander John Screen 2007 Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Applied Science Biochemistry/Chemistry - Swinburne Institute of Technology ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Alicia Frances Wood 2008 Advanced Diploma of Financial Services - Mentor ~ Diploma of Financial Services - Mentor ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Alison ST Claire Crawford 2008 Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Allison Lorna Hyland 2011 Accredited Aged Care Professional - Aged Care Steps ~ Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Finance & Economics) - La Trobe University ~ Certified Financial Planner - Financial Planning Association of Australia
 Amy Maree Bumpstead 2022 Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business (Financial Planning) - RMIT University ~ Self Managed Superannuation Funds - Kaplan Professional
 Andrea Dawson 2012 Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Andrew Clark 2004 Bachelor of Economics - La Trobe University ~ Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Andrew Galloway 2008 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Arts - Deakin University ~ Bachelor of Commerce - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 Andrew Harding 2008 Bachelor of Economics with Honours - University of Tasmania ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Financial Services Institute of Australia (FINSIA) ~ Self Managed Superannuation Funds - Kaplan Professional
 Andrew John Vacopoulos 2008 Diploma of Financial Services (Financial Planning) - Mentor Education ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Andrew Kays 2017 Certificate IV Finance & Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Andrew Michael Ames 2006 Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional
 Andrew Michael Greve 2006 Bachelor of Business (Banking & Finance) - Monash University ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance & Investment - Securities Institute ~ Self Managed Superannuation Funds - Kaplan Professional
 Andrew Robert Glover 1994 Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds accreditation - Tribeca
 Andrew Weaver 2007 Diploma of Financial Services (Financial Planning) - Mentor Education ~ Master of Applied Finance (Financial Planning) - Kaplan Professional
 Anne Clare 1995 Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of International Business - Griffith University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional
 Anthony Cyril Powell 2016 Bachelor of Business (Accountancy) - RMIT ~ Chartered Tax Adviser (CTA) - The Tax Institute ~ Generic Knowledge & Financial Planning - Kaplan Professional ~ Superannuation and SMSFs - Kaplan Professional
 Anthony Patrick Buckley 2000 Bachelor of Business (Major in Accounting & Minor in Business Law) - Swinburne University ~ Certified Practising Accountant - CPA Australia (CPA) ~ Financial Planning Specialist - CPA Australia (CPA) ~ Margin Lending and Geared Investments Certificate - Kaplan Professional ~ Self Managed Superannuation Funds (SMSF) Specialist Training - Capstone/Super IQ
 Anthony Shane O'hara 2007 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional
 Arthur Roe 1998 ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Bachelor of Business - RMIT University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma in Taxation Law - Monash University ~ Margin Lending and Geared Investments - Kaplan Professional
 Asad Ahmad 2015 Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education ~ Margin Lending Accreditation Program - Deakin Prime Corporate Education ~ Master of Arts in Marketing with Management - Middlesex University London ~ Self Managed Superannuation Funds - Mentor Education
 Ashley Collins 2009 Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Accounting & Finance) - Swinburne University of Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Barbara Sideras 2005 Bachelor of Commerce (Finance) - Deakin University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Benjamin Coxen 2015 ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Bachelor of Commerce (Finance) - University Of Southern Queensland ~ Cavendish & ICFS Specialist SMSF Course - University Of Adelaide ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Financial Planning - FINSIA
 Benjamin Patrick Drew 2000 Accredited Listed Product Adviser Program - Kaplan Professional ~ Certificate IV Financial Services (Finance and Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional
 Blair Matthew Classon 2010 Advanced Diploma of Financial Services (Financial Planning) - AMP Financial Planning ~ Diploma of Financial Services (Financial Planning) - AMP Financial Services ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF Foundations Course - Smarter SMSF
 Brendan Norman Jeffrey Thompson 2008 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Financial Services Institute of Australasia (FINSIA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self-Managed Superannuation Funds - Kaplan Professional
 Brendan O'reilly 2003 Bachelor of Business (Accounting) - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Fellow Certified Practising Accountant - CPA Australia ~ Margin Lending and Geared Investments - Kaplan Professional
 Bronwyn Holzheimer 2005 Bachelor of Business (Professional Accounting) - The University of Southern Queensland ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Practising Accountant (CPA) - CPA Australia (CPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Tribeca Learning (Aust)
 Bruce Frederick Hale 1991 ASX Accredited Listed Product Adviser - Kaplan ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - Kaplan
 Carl Stuart Wade 2004 Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Cassandra Sorby-adams 2015 Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Cassandra Troy 2006 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Chelsea Robinson 2011 Accredited Aged Care Professional - Aged Care Steps (ACS) ~ Diploma Of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Certificate in Commerce (Financial Planning) - University Of Western Sydney ~ Master of Commerce (Financial Planning) - Western Sydney University
 Chetankumar Patel 2005 Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Bachelor of Commerce - The Maharaja Sayajirao University of Baroda ~ Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Other ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Chris Kouteris 2006 Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Christian Gil Beltrame 2010 Bachelor of Commerce (Accounting) - The University of Melbourne ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Margin Lending Personal Advice - Kaplan Professional
 Christopher George Kalpenos 2001 Bachelor of Commerce (Accounting) - University of New South Wales (NSW) ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Practising Accountant (CPA) - CPA Australia (CPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Christopher John Harcourt Turner 2007 Accredited Listed Product Adviser Program (ALPA Program) - Kaplan Professional ~ Bachelor of Commerce - The University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Securities Institute/ FINSIA
 Craig Cavanagh 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending accreditation - Kaplan Professional ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Craig Thomas Hawkins 1995 Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Damian Grech 2006 Bachelor of Business (Accounting) - University of Western Sydney ~ RG146 Accreditations - Pinnacle Financial Services Academy ~ RG146 Financial Planning Accreditation - CPA Australia ~ SMSF Specialist Advisor - Self Managed Super Fund Association
 Damien Edward Butler 2016 Accredited Listed Product Adviser Program - Kaplan Professional ~ CA SMSF Specialist - Institute of Chartered Accountants in Australia ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics for Financial Services (Intensive) - Deakin University ~ Tier 1 Margin Lending - General Advice - Kaplan Professional
 Daniel Marshall Nolan 2003 Accredited Listed Product Adviser Program - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Fund - Kaplan Professional
 Daniel Yung Soon Leow 2004 Bachelor of Business (Financial Planning) - Royal Melbourne Institue of Technology
 Dara Long 1997 Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (1-8) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services - NSW Vocational Education and Training Accreditation Board (Commonwealth Bank) ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Darren Shaw 1997 Diploma of Financial Services (Financial Planning) - Commonwealth Bank ~ Diploma of Financial Services - Commonwealth Bank ~ Ethics and Professionalism in Financial Advice - Kaplan
 David Alexander Dooley 2003 Bachelor of Arts (Double Major in Criminology) - The University of Melbourne ~ CFP Certification Program - Financial Planning Association of Australia (FPA) ~ Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 David Hayes 2007 Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Bachelor of Economics - Monash University ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 David James Hardman 1997 Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Economics - University of Tasmania ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ SMSF Knowledge - Monarch Institute
 David Jonathan Fleming 1998 Bachelor of Business (Accounting) - Edith Cowan University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - Tribeca
 David Matthew Cochrane 2016 Bachelor of Business (Accounting) - Charles Sturt University ~ CA SMSF Specialist - Chartered Accountants Australia and New Zealand (CA) ~ Diploma of Financial Planning - Kaplan Professional ~ SMSF Specialisation Course - University of New South Wales
 David Pero 2003 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Financial Planning & Risk Management) - Victoria University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Deborah Ann Gampe 1992 Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Financial Essentials
 Dene Jason Kilpatrick 2016 Bachelor of Business (Accounting) - Charles Sturt University ~ Certified Practising Accountant - CPA Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending Specialist - Kaplan Professional ~ Self-Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Douglas Robert Struthers 2007 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Dylan Martin 2012 Bachelor of Commerce (Major Finance) - University of Wollongong ~ Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF Accreditaion Course - Count Financial Limited
 Dylon Mackriel 2016 Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Accounting Science - University of South Africa ~ Diploma of Financial Planning - Monarch Institute ~ FASEA - Ethics - Financial Adviser Standards & Ethics Authority ~ Superannuation - SMSF - Superconcepts
 Edward Brown 2005 ASX Responsible Executive Exam - ASX Kaplan Education ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) ~ Master of Applied Finance (Financial Planning) - Charles Sturt University
 Elena Skazas 2016 Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Finance - La Trobe University ~ Diploma of Financial Planning - Monarch Institute
 Eleni Michael 2009 Bachelor of Business (Management) - Queensland University of Technology ~ Bachelor of Business (Management) - Queensland University of Technology ~ CFP - Financial Planning Association of Australia ~ CFP - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Graduate Diploma of Financial Planning ~ Graduate Diploma of Financial Planning - Securities Institute ~ Life Risk Specialist - Financial Planning Association of Australia ~ Life Risk Specialist - Financial Planning Association of Australia ~ SMSF Adviser Education Program - Learning Seat News Limited (FPA) ~ SMSF Specialist - Australian Financial Review
 Emanouel Hatzimanolis 2006 Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) ~ Master of Applied Finance (Financial Planning) - Kaplan Professional
 Gavin Cameron Knight 2003 Advanced Diploma of Financial Services (Financial Planning) - AMP Limited ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Services (Financial Planning) - AMP Limited ~ Self Managed Superannuation Funds - Tribeca Learning (Aust)
 Geoffrey Hickman 1994 Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Arts - Macquarie University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australia (FPA) ~ Margin Lending Adviser (Personal Advice) - Mentor Education
 Geoffrey Sharpe 1999 Bachelor of Business (Banking and Finance) - Queensland University of Technology (QUT) ~ Certified Financial Planner Program - CFP - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending & Geared Investments - Kaplan Professional
 Gilles Van Leeuwen 2018 Bachelor of Business Administration - Hanze University of Applied Sciences ~ Diploma of Financial Planning - Monarch Institute ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ SMSF Regulations and Taxation - Kaplan Professional
 Gino Roussety 2018 Bachelor of Economics - Monash University ~ CPA Program - Personal Financial Planning and Superannuation - CPA Australia ~ Diploma of Financial Planning - Kaplan Professional ~ Institute of Chartered Accountants Professional Year Programme - The Institute of Chartered Accountants in Australia ~ SMSF Specialisation Course - UNSW Australia
 Glenn Clayton Baker 2005 Bachelor of Commerce (Accounting and Finance) - University of Southern Queensland ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Tribeca Learning (Aust)
 Glynis Shea 2002 Accredited Aged Care Professional - Aged Care Steps (ACS) ~ Advanced Diploma of Financial Services (Financial Planning) - Integratec (Aust) ~ Diploma of Financial Services (Financial Planning) - Integratec (Aust) ~ Margin Lending and Geared Iinvestments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Godwin IP 2004 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Grant Damien Brook 2006 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending - Kaplan Professional ~ Self-Managed Superannuation Funds - Kaplan Professional
 Gregory Dean Witt 1998 Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Diploma of Superannuation Management - The Association of Superannuation Funds of Australia ~ Margin Lending accreditation - Advice Education
 Helen Stevenson 2001 Accredited Listed Product Adviser Program - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending Adviser (Personal Advice) - Mentor Education ~ Self-Managed Superannuation Funds Knowledge - Monarch Institute
 Ilya Vladimirovich Egorov 2012 Bachelor of Economics and Transport Management - Moscow State Automobile and Road Technical University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Accounting & Financial Management - La Trobe University
 Jack C Wyer 0 Bachelor of Business (Financial Planning) - University of South Australia ~ Diploma of Tertiary Studies - University of South Australia
 James Carman 2002 Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 James Matthew Phelan 0 Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Business (Financial Planning) - University of South Australia
 Jamie Andersen 2002 ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Finance & Accounting) - University of Technology Sydney ~ Diploma of Financial Services (Financial Planning) - The Commonwealth Bank of Australia ~ SMSF Knowledge - Monarch Institute
 Jason David Matthews 2007 Bachelor of Business (Finance) - Southern Cross University ~ Certificate IV in Business Management - New South Wales TAFE Commission Australia ~ Diploma of Financial Services (Financial Planning) - Tribeca (Kaplan Professional) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Jason Dudenas 1995 Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional ~ Masters of Financial Planning - University of the Sunshine Coast
 Jason Flavel 2005 Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - AMP Financial Services
 Jean Mary Watt 1985 Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University
 Jeanette Anne Schram 1999 ASX Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Advising - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Professional
 Jeffrey Yacoub 2007 Bachelor of Management - University of Canberra ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Jemma Brown 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business Management - University of Queensland ~ Diploma of Financial Planning - Kaplan Professional
 Jeremy Hugh Sholto Douglas 2015 Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce (Accounting and Business Law) - Bond University ~ Diploma of Financial Planning - Monarch Institute ~ Self-Managed Superannuation Funds - Integrity Education Group
 Jiaming PI 2007 Bachelor of Business (International Trade) - Monash University ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Joel Bones 2007 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Accounting / HRM) - Charles Sturt University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Joel Thomas Seach 2008 Advanced Diploma of Business (Marketing) - Swinburne University of Technology ~ Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self-Managed Superannuation Funds - Monarch Institute
 Johannes Gerrie Vermeulen 2015 Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce (Hons) Communication Management - University of Pretoria ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 John Bruce Nash 2008 Bachelor of Agricultural Economics - University of New England ~ Diploma in Financial Services Life Insurance - Australian and New Zealand Institute of Insurance and Finance (ANZIIF) ~ Diploma of Financial Planning - Traineeship Management Australia
 John Durack Nisbett 1991 Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services - The Commonwealth Bank of Australia
 John Kuo 2003 Bachelor of Business (Banking and Finance) - Monash University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Mentor Education Group ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 John Murray Mclellan 1991 Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional
 John Patrick Athy 1992 Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Introductory Training Course RG146 Accredited - Count Wealth Accountants ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Johnnie Kosmidis 2004 Bachelor of Commerce - Macquarie University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Finsia Education ~ Margin Lending and Geared Investments - Kaplan Professional
 Jolyon Peters 2023 Bachelor of Commerce with Distinction - Deakin University ~ Bachelor of Laws (Honours) - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Jonathan Andrew Hosford 2012 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business and Bachelor of Science - University of Tasmania ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SuperConcepts & ICFS Specialist SMSF online course - The University of Adelaide
 Jonathan Richard Mulconry 2008 Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional ~ Taxation Planning - Kaplan Professional
 Jonathan Sims 2017 Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Provide Advice in Margin Lending - Pinnacle Financial Services Academy ~ Provide Advice in Self-Managed Superannuation Funds - Pinnacle Financial Services Academy
 Joscelin Paige Pishos 2018 Bachelor of Economics - The University of Western Australia ~ Diploma of Financial Services (Superannuation) - ASFA Professional Development ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ SMSF Regulations and Taxation - Kaplan Professional
 Joseph Miasi 2008 Advanced Diploma of Financial Services - Kaplan Professional ~ Bachelor of Commerce - Curtin University of Technology ~ Diploma of Financial Services - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Joshua David Fleming 2017 Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Science (Major in Finance) - University of Western Australia ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Judith Schofield 2003 Diploma of Financial Planning - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - Kaplan Professional
 Julian Gillmore 2013 Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce (Finance) - The University of Newcastle Australia ~ Diploma of Financial Planning - Kaplan Professional ~ SMSF Knowledge - Monarch Institute
 Julian Philip Payne 2007 ASX Accredited Listed Product Adviser (ALPA) Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Tribeca Learning (Aust)
 Justin O'malley Jones 2021 Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Economics (Economics and Accounting) - The University of New South Wales ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ SMSF Regulations and Taxation - Kaplan Professional
 Justin Porrins 2007 Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Commerce (Finance and Marketing) - Curtin University of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ SMSF Specialist Advisor (SSA) - SMSF Association
 Justin Scott Wall 1998 Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Markets - Securities Institute of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Commonwealth Bank ~ Diploma of Financial Services - Commonwealth Bank
 Kamer Simsek 2008 ASX Accredited Listed Products Adviser (ALPA Program) - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Kathleen Ann Lewis 2010 Advanced Diploma Financial Services (Financial Planning) - Kaplan Australia ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma Financial Services (Financial Planning) - Kaplan Australia ~ Graduate Diploma Financial Planning - Kaplan Australia ~ Margin Lending - MLC ThreeSixty
 Katrina Anne Johnson 2018 Bachelor of Commerce (Accounting, Management) - La Trobe University ~ Chartered Accountants Program - Institute of Chartered Accountants in Australia ~ SMSF Specialist Adviser (SSA) - SMSF Association ~ Self Managed Superannuation Funds - Pinnacle Financial Services Academy
 Kay Maree Simpson 2001 Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Graduate Certificate in Applied Finance - Charles Sturt University (CSU) ~ Master of Applied Finance - Charles Sturt University (CSU) ~ Self-Managed Superannuation Funds accreditation - Kaplan Professional
 Kellie Jean Killgallon 2010 Bachelor of Business (Banking & Finance) - University of South Australia ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Margin Lending and Geared Investments - Kaplan Professional
 Kellie Rayner 1999 Diploma of Financial Services (Financial Planning) - Commonwealth Bank
 Kerry Sourasis 2000 Advanced Self Managed Superannuation Funds Workshop - Kaplan Professional ~ Bachelor of Economics - La Trobe University ~ Diploma in Education - La Trobe University ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional
 Kirsty Elizabeth Rispin 2018 Diploma of Financial Planning - International Institute of Technology ~ Specialist Self Managed Superannuation Funds - International Institute of Technology
 Kon Tsementzis-floudas 2016 Bachelor of Accounting - University of Tasmania ~ Financial Planning Accreditation - University of New England ~ Superannuation and Retirement Accreditation - University of New England
 Kristianne Renee Badgery 2017 Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Monarch Institute ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Kural Akcamci 2018 Bachelor of Economics - La Trobe University ~ Certified Financial Planner - Financial Planning Association ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Master of Financial Analysis (Financial Planning) - La Trobe University ~ SMSF Regulations and Taxation - Kaplan
 Lara Shearman 2007 Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Certificate in Applied Finance - Kaplan ~ Graduate Certificate in Applied Finance - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Lauren Carole Topp 2004 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Leanne Caroline Bielik 2011 Diploma of Financial Services 1- 8 (Financial Planning) - Pinnacle Financial Services Academy
 Lei Cui 2016 Accountants Strategic Advice - Integrity Education Group ~ Bachelor of Business (Accountancy) - RMIT University ~ Diploma of Financial Planning - Integrity Education Group ~ Master of Commerce - Deakin University
 Leonie Irene Mckain 2015 Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ FPE016 SMSF (MoFP) - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Lisa Gavranich 1997 Bachelor of Business (Major in Economics) - Edith Cowan University ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (1-8) - Financial Planning Association of Australia (FPA) ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Super Funds - Mentor Education
 Lisa Papachristoforos 2016 Bachelor of Business (Accountancy) with Distinction - Royal Melbourne Institute of Technology ~ Bachelor of Business (Financial Planning) with Distinction - Royal Melbourne Institute of Technology ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Graduate Diploma of Chartered Accounting - The Institute of Chartered Accountants in Australia ~ SMSF Specialist Advisor - SMSF Association
 Lucas Ian Barsby 2006 Bachelor of Economics - University of Adelaide ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional (formerly FINSIA) ~ Master of Applied Finance - Kaplan Professional
 Lucas Ralph Smithers 2008 Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Applied Finance - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Luke Andrew Marton 2007 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce in Financial Planning and Investments - Griffith University ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Commerce (Applied Finance) - Griffith University
 Luke Anthony Marsden 2000 ASX Listed Products Accreditation Course - LPAC Online ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Luke Christian Elder 2001 Bachelor of Commerce (Accounting) - La Trobe University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (1-8) - Financial Planning Association of Australia (FPA) ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Luke Sanders Watson 2009 Diploma of Financial Planning - Mentor Education Group ~ Margin lending and Geared Investments - Kaplan Professional ~ Self-Managed Superannuation Fund - Kaplan Professional
 Lyall Richardson 2007 Advanced Diploma of Financial Services (Financial Planning) - GWM Adviser Services/Three Sixty ~ Bachelor of Applied Finance - Macquarie University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - GWM Adviser Services/Three Sixty ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Malcolm Alexander Smith 1993 Advanced Investment Planning - RG146 Training Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers ~ Self Managed Superannuation Funds - Mentor Education ~ Superannuation and Retirement Planning for Financial Services Professionals - IntegraTec
 Marc Wierzbicki 2010 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Major in Finance) - Swinburne University of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Marcus Isaac Leggat 2004 Diploma of Financial Services (Financial Planning) - AMP Financial Services ~ Graduate Certificate in Financial Planning - University of the Sunshine Coast ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master in Financial Planning - University of the Sunshine Coast ~ Self-Managed Superannuation Funds - Kaplan Professional
 Maria Catena Picciani 1999 ASX Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Self Managed Super Funds - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional
 Marion Jean Kilsby 1999 Diploma of Financial Planning - Financial Planning Association of Australia ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - Plan Connect
 Maritza Kriel 2014 Advanced Diploma in Financial Planning - University of Free State South Africa ~ Diploma of Financial Planning - Monarch Institute ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Master of Commerce in Economics - University of Free State South Africa ~ Self-Managed Superannuation Funds accreditation - Monarch Institute
 Mark Anthony Adlam 2000 Bachelor of Commerce (Accounting, Finance & Systems) - University of New South Wales ~ Chartered Tax Adviser (CTA) - The Tax Institute ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Mark Anthony Pel 1996 Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (1-8) - Financial Planning Association of Australia (FPA) ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Masters of Financial Planning - Kaplan Professional
 Mark Ashley Pakavakis 2017 Bachelor of Business (Accounting) - Monash University ~ Diploma of Financial Planning - Kaplan Professional ~ Self-Managed Superannuation Funds accreditation - Kaplan Professional
 Mark Cadogan 1998 ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Bachelor of Business (major Accounting) - University of Technology Sydney ~ Chartered Accountant Program - Institute of Chartered Accountants Australia ~ Margin Lending and Geared Investments - Kaplan Professional
 Mark Norman Lowe 1984 Bachelor of Applied Science Mathematics - Footscray Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Royal Melbourne Institute of Technology ~ Introduction to Aged Care and Intermediate Aged Care Facts and Finance - Aged Care Adviser network ~ SMSF Specialist Adviser - SMSFA
 Mark Preston Lockhart 1993 Advanced Diploma of Accounting with Distinction - Illawarra Institute of Technology ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Mark Stephan Hans Power 2002 Bachelor of Business - The University of Newcastle ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Securities Institute of Australia ~ Margin Lending - Knowledge and Skills - Kaplan Professional
 Marni Alana Simpson 2008 Bachelor of Communication - Monash University ~ Bachelor of Tourism - Monash University ~ Diploma of Financial Services (Financial Planning) - AMP Financial Planning Pty Ltd ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ SuperConcepts & ICFS Specialist SMSF course - The University of Adelaide
 Marvin Lyle Reck 1998 Diploma of Financial Planning - DFP 1-4 - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Commonwealth Bank ~ Diploma of Financial Services - Commonwealth Bank ~ Margin Lending and Geared Investments - Kaplan Professional
 Matthew Bellenger 2010 Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional (formerly FINSIA) ~ Fellow Chartered Financial Practitioner Program (FChFP) - Association of Financial Advisers
 Matthew John Macdonald 2005 Advanced Diploma of Financial Services to have (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Human Resources Management & Marketing - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 Matthew Kerrish 2007 Diploma of Financial Markets - Securities Institute ~ Graduate Diploma of Financial Planning - finsia ~ Margin Lending and Geared Investments - Kaplan Professional ~ SuperConcepts & ICFS Specialist SMSF online course - The University of Adelaide
 Matthew Neil Vagg 1999 Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce (Accounting) - University of Ballarat ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ SMSF Specialist Advisor - Self Managed Super Fund Association
 Matthew Peter Young 2011 Advanced Diploma of Financial Planning - Mentor Education ~ Diploma Financial Services (Financial Planning) - Mentor Education ~ Margin Lending Knowledge - Monarch Institute ~ SMSF Knowledge - Monarch Institute
 Melissa Jane Healy 2004 ASX Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce - Australian National University ~ Chartered Accountants Program - Chartered Accountants Australia and New Zealand (CA) ~ Financial Planning Proper Authority Course - Securities Institute ~ Graduate Diploma of Financial Planning - FINSIA
 Michael Christopher Adams 1999 Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Michael Eikelis 2013 Advanced Diploma of Financial Planning - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - Monash University ~ Bachelor of Business - Monash University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Michael Kamal Tadros 2012 ASX Accredited Listed Product Adviser Program - LPAC ~ Diploma of Financial Services (Financial Planning) - Traineeship Management Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Business (Finance) - University of Technology Sydney ~ Self Managed Super Funds - Mentor Education
 Michael Keenan Zelencich 0 Graduate Diploma in Financial Planning - Australian Catholic University ~ Introduction to Business Law LEGL101 - Australian Catholic University ~ Taxation Law LEGL602 - Australian Catholic University
 Michael Molloy 1988 Advanced Diploma of Financial Planning - International Institute of Technology ~ Advanced Diploma of Financial Services (Financial Planning) - Deakin Financial Services Pty Ltd ~ Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - Kaplan Professional ~ Principles of Self Managed Superannuation Funds - International Institute of Technology
 Michael Van Loenen 2007 ASX Accredited Listed Products Adviser (ALPA) - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Bachelor of Commerce (major in Finance) - University of Southern Queensland ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Self Managed Superannuation Funds - Kaplan Professional
 Micheal Anderson 2008 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - GWM Adviser Service Ltd. trading as Advice Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Morgan Caldwell 1992 Bachelor of Commerce (Accounting) - University of Newcastle ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance - University of Newcastle ~ Master of Business Administration - Southern Cross University
 Nadezhda Hughes 2015 Bachelor of Business and Commerce (Accounting) - Monash University ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Planning - Integrity Education Group ~ Margin Lending - Integrity Education Group ~ Self-Managed Super Funds - Integrity Education Group
 Nathan Rogers 2003 Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Bachelor of Commerce - Federation University Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia
 Neil Robert Tolsher 2005 ASX Listed Products Accreditation (LPAC) - LPAC Online ~ Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) ~ Margin Lending and Geared Investments - Kaplan Professional
 Nicholas Mark Tunbridge 1981 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Economics - Monash University ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Nicholas Scott Mckenna 2017 Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Accounting and Finance - Charles Sturt University ~ RG146 Accredited units - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Nicholle Louise Shepherd 2001 Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Nickolaos Comninacis 2008 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending - Knowledge and Skills - Kaplan Professional ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Nicole Heales 2007 ASX Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Diploma of Financial Advising - Securities Institute of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Commerce (Financial Planning) with Distinction - University of Western Sydney ~ Self Managed Superannuation Funds - Kaplan Professional
 Nikki Szprinc 2023 ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Nikolaos Tzoutzias 1998 Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning - Financial Services Institute of Australia (FINSIA) ~ Bachelor of Business - University College of Central Queensland ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Tribeca Learning (Aust)
 Pamela Nichols 2015 Diploma of Financial Planning - Kaplan Professional ~ Margin Lending accreditation - Kaplan Professional ~ SMSF Specialist Advisor Accreditation - Pathway - SMSF Association
 Paul Anthony Wratten 2016 Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Commerce (Financial Planning) - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services - FINSIA ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Paul Bradford 1998 Bachelor of Business - Victoria University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (1-8) - Financial Planning Association of Australia (FPA) ~ Ethics for Financial Services (Intensive) - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional
 Paul Bronson 2005 Bachelor of Commerce - Griffith University ~ Diploma of Financial Services - Tribeca Learning (Aust) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business Administration - Griffith University ~ Self Managed Superannuation Funds - Kaplan Professional
 Paul Francis Van DE Ven 1986 Accredited Listed Product Adviser Program - Kaplan Professional ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ SMSF Association Specialist Accreditation Program - SMSF Association
 Paul Gerard Hicks 1996 Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Margin Lending and Geared Investments - Kaplan Professional
 Paul Moloney 2010 Bachelor of Business - Charles Darwin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Securities Institute Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Paul Tynan 1991 Accredited Listed Product Adviser Program - Kaplan ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Self Managed Super Funds Specialist - SMSF Professional's Association of Australia (SPAA)
 Paula Marie Blackwell 2016 Bachelor of Commerce (Accounting) - Deakin University ~ Certified Practicing Accountant (CPA) - CPA Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self-Managed Superannuation Funds - CPA Australia
 Philippa Walters 1990 Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association ~ Diploma Financial Planning - Deakin University/ Financial Planning Association ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Philippe Bossert 2007 Bachelor of Business (Double Major in Accounting and Finance) - Edith Cowan University ~ Diploma of Financial Services (Financial Planning) - Financial Services Institute of Australia (FINSIA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Robert Bruce Adlam 2009 Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Robert Casper Parker 2009 ASX Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Advanced Self Managed Superannuation Funds - Kaplan Professional ~ Bachelor of Business (Accounting) - University of South Australia ~ Graduate Diploma of Business (Administration) - University of Ballarat
 Robert Galey 2003 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Fund Adviser Education Program - Financial Essentials
 Robert Gangi 2000 Bachelor of Business (Accounting) - Victoria University ~ Diploma of Financial Services (Financial Planning) - The Commonwealth Bank of Australia
 Robert James Wright 2003 Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Robert Warry 2001 ASX Listed Products Accreditation Course - LPAC Online ~ Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Margin Lending and Geared Investments - Kaplan Professional
 Rochelle Green 2014 Bachelor of Business (Management) - Charles Sturt University ~ Client Engagement Skills - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Rohan Benstead 2012 Bachelor of Commerce - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Master of Applied Finance - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Ronald Ivor Griffiths 2001 Diploma of Financial Markets - Securities Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance and Investment - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Professional ~ Registered Company Auditor & Registered Superannuation Fund Auditor - Australian Securities and Investment Commission (ASIC)
 SI Dong NI 2015 Bachelor of Commerce - Monash University ~ Bachelor of Economics - Monash University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Business - Monash University
 Sandy Michele Gosper 1998 Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Deakin University ~ Margin Lending - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Porfessional
 Sarah Michelle Crothers 2005 ASX Listed Products Accreditation (LPAC) - LPAC Online ~ Advanced Diploma of Financial Services (Financial Planning) (Qualification) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Sasha May-ling Topolcsanyi 2006 Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Business (Economics and Finance) - RMIT University ~ Diploma of Financial Planning - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Scott Edwards 2018 Bachelor of Commerce - Murdoch University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Scott Mackett 2006 Advanced Diploma of Financial Services (Financial Planning) - AMP Limited ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Finance & Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - AMP Limited ~ Self Managed Superannuation Funds - Tribeca Learning (Aust)
 Sean David Schaefer 2001 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Sean Nigh 2010 Bachelor of Business (Financial Planning) - University of the Sunshine Coast ~ Certified Financial Planner - Financial Planning Association of Australia
 Shane John Lee 1998 Bachelor of Commerce - University of Southern Queensland ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) & Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Sharan Sheth 2011 Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma of Management - Central Queensland University ~ Master of Commerce (Financial Planning and Professional Accounting) - Griffith University
 Shaun Nembach 2010 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Accounting) - Charles Sturt University ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds accreditation - Kaplan Professional
 Shaun Trimnell-ritchard 2003 Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Margin Lending - MLC ThreeSixty
 Shawn Ramraj 2008 Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Economics - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma in Applied Finance (Major in Financial Planning) - Kaplan Professional ~ SuperConcepts & ICFS Specialist SMSF course - The University of Adelaide
 Shi Chen 2011 Bachelor of Business - University of Technology Sydney (UTS) ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Intellitrain ~ Diploma of Share Trading and Investment - Wealth Within Institute ~ Self Managed Superannuation Funds - Kaplan Professional
 Simon Andrew Rohead 2004 Bachelor of Economics - Monash University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Graduate Diploma of Applied Finance - Kaplan Professional ~ Honours Degree of Bachelor of Economics - Monash University
 Simon Dundas-smith 2011 Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Bachelor of Business (Financial Planning) - RMIT University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers ~ Margin Lending and Geared Investments - Kaplan Professional
 Simon Wong 2018 Bachelor of Commerce - University of Melbourne ~ Certificate IV Mortgage Broking - Kaplan ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma Of Financial Planning - Kaplan ~ Self Managed Superannuation Fund - Mentor Education
 Sitparan Gnanendran 2016 Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Science - Actuarial Science) - University of London ~ Graduate Diploma in Applied Information Systems - Royal Melbourne Institute of Technology ~ Self Managed Superannuation Funds - Monarch Institute
 Stephen John Simioni 1999 Accredited Aged Care Professional - Aged Care Steps ~ Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Science - Monash University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia
 Stephen Leslie Coulston 2005 ASX Listed Products Accreditation (LPAC) - LPAC Online ~ Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) ~ Margin Lending and Geared Investments - Kaplan Professional
 Stephen Psyhogios 2014 AMP Horizons Academy - AMP ~ Diploma in Financial Planning - Traineeship Management Australia
 Stephen Theuma 2000 Bachelor of Business - Victoria University of Technology ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia Ltd ~ Diploma of Financial Services (Financial Planning) - Commonwealth Bank ~ Margin Lending & Geared Investments - Kaplan Professional
 Steven George Allen 1998 Bachelor of Commerce - University of Newcastle ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Steven William Mciver 2010 Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Applied Science - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Heath Science - Victoria University of Technology
 Susan Joy Baker 1994 Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australia (FPA) ~ Provide advice in Margin Lending - MLC Advice Education ~ SMSF Knowledge - Monarch Institute
 Terence Michael O'sullivan 1998 Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Bachelor of Commerce (Accounting) - University of Auckland ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Terrance Leslie Kays 1992 Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Associate Diploma of Business (Accounting) - Victoria University ~ Certified Financial Planner - CFP - FPA ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ SMSF Specialist Advisor Accreditation - SMSF Association
 Thomas Morris 2015 Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Business (Economics & Finance) (Applied) - RMIT University ~ Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Services - RMIT University ~ Self-Managed Superannuation Funds accreditation - Monarch Institute
 Timothy Plumridge 2002 Bachelor of Economics - The University of Newcastle ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Tomas Weiszer 2016 CPA Program - CPA Australia (CPA) ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Chartered Accounting (Grad DipCA) - Chartered Accountants Australia and New Zealand (CA) ~ Master of Accounting - Macquarie University ~ Self Managed Superannuation Funds - Kaplan Professional
 Tracy Michelle Dyer 1999 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ SMSF Adviser Education Program - Securitor
 Trent Leslie Crothers 2006 ASX Listed Products Accreditation (LPAC) - LPAC Online ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ SuperConcepts & ICFS Specialist SMSF course - The University of Adelaide
 Vicki Ann Carr 1994 ASX Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business (Accounting) - La Trobe University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Vicki Martin 2000 Advance Self Managed Superannuation Funds - Kaplan Professional ~ Bachelor of Business - University of Technology, Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Practising Accountant (CPA) - CPA Australia (CPA) ~ Retirement Living and Aged Care Specialist - Aged Care Gurus
 Vicky Anne Gilroy 2007 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds accreditation - Kaplan Professional
 Vuong Duong 2017 Accountant's SMSF Program - Kaplan Education ~ Bachelor of Business (Accounting) - Swinburne University ~ Certified Practising Accountant (CPA) - CPA Australia ~ Practice of Financial Planning - Integrity Education
 Warren John Russell 1997 Certificate of Business Studies (Accounting) - TAFE - Box Hill ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ SMSF Foundations Course - Smarter SMSF
 Warwick Ian Hawksworth 1981 ASX Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Self Managed Superannuation Funds - Kaplan Professional ~ Certificate of Business Studies - University of Ballarat ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional
 Wayne Geoffrey Gutteridge 2004 Bachelor of Science - The University of Melbourne ~ Certified Financial Planner Program (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Industrial Relations and Human Resource Management - Melbourne University ~ Self Managed Superannuation Funds - Kaplan Professional
 Wayne Ian Rinkin 2006 Bachelor of Business (Accounting) - University of Technology, Sydney ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ ICC Associate Degree - Institute of Chartered Accountants Australia ~ Self Managed Superannuation Funds - Kaplan Professional Education
 YI AN Cheng 2003 Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Certificate IV in General Insurance - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Master of Financial Planning - The University of New South Wales ~ Self Managed Superannuation Funds - Kaplan Professional
 YI KI Pinky Lam 2009 Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Commerce (Accounting & Finance) - University of Sydney ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional ~ Self-Managed Superannuation Funds - Kaplan Professional
 Zorica Popovska 2010 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - The University of Western Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional