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.
| 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 Broad | 2009 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Economics - University of Newcastle ~ Certified Financial Planner - FAAA |
| 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 ~ 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 | Accredited Listed Product Adviser Program - Kaplan Professional ~ 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 |
| 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 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 |
| Manisha Bhudia | 2014 | Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Planning (FNS60415) - Kaplan ~ Diploma of Financial Planning (FNS50610) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Tier 1 Margin Lending - General Advice - Kaplan |
| 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 ~ Graduate Diploma of Financial Planning - 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 | 2024 | Accredited Listed Product Adviser Program - Kaplan ~ 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 Daniel Youlton | 2003 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Commercial Law (TASACL) - Kaplan ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Masters in Business Administration (MBA) - The Open University (UK) |
| 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 |