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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

NameFirst provided adviceQualification and trainings
 Abinash Dhungel2002Ethics 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
 Adam Paul French2001Bachelor of Commerce (Accounting and Marketing) - University of Tasmania ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Services (Financial Planning) - AMP Financial Services
 Akriti Gupta2014Advanced 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 Kiss1999Bachelor of Commerce - University of Newcastle ~ Graduate Diploma in Financial Planning - Securities Institute
 Alexander John Screen2007Accredited 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
 Alison ST Claire Crawford2008Advanced 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 Hyland2011Accredited 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
 Amanda Lee Carpenter2017Diploma of Financial Planning - Mentor Education ~ Graduate Certificate in Professional Accounting - University of New England ~ Master of Commerce (Professional Accounting) - University of New England ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Amir Massoud2017Bachelor of Business (Accounting) - Monash University ~ Diploma of Financial Planning - Monarch Institute ~ SMSF Accreditation - Monarch Institute
 Andrew Clark2004Bachelor of Economics - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Andrew Galloway2008Advanced 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 Harding2008Bachelor 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 Vacopoulos2008Diploma of Financial Services (Financial Planning) - Mantor 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 Kays2017Certificate IV Finance & Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Certificate IV Finance & Mortgage Broking
 Andrew Michael Greve2006Bachelor 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 Glover1994Accredited 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 Weaver2007Diploma of Financial Services (Financial Planning) - Mentor Education ~ Master of Applied Finance (Financial Planning) - Kaplan Professional
 Angus Frederick Morrison2018Diploma of Financial Planning - Integrity Education Group ~ Graduate Diploma in Accounting - Monash University ~ Self Managed Super Funds - Integrity Education Group
 Anne Clare1995Accredited 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 Powell2016Bachelor of Business (Accountancy) - RMIT ~ Chartered Tax Adviser (CTA) - The Tax Institute ~ Generic Knowledge & Financial Planning - Kaplan Professional ~ Superannuation and SMSFs - Kaplan Professional
 Anthony Patrick Buckley2000Bachelor 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'hara2007Advanced 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 Roe1998ASX 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
 Ashley Collins2009Accredited 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
 Benjamin Coxen2015ASX 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 Denis Marshall2006Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Graduate Diploma in Business (Marketing) - with Distinction - RMIT University ~ Master of Financial Planning - with Distinction - RMIT University ~ Tax (Financial) Adviser - Tax Practitioners Board ~ Tier 1 Specialist Knowlege: Securities - FINSIA
 Benjamin Patrick Drew2000Certificate IV Financial Services (Finance and Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional
 Blair Matthew Classon2010Advanced Diploma of Financial Services (Financial Planning) - AMP Financial Planning ~ Diploma of Financial Services (Financial Planning) - AMP Financial Services
 Brendan Norman Jeffrey Thompson2008Advanced 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'reilly2003Bachelor 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
 Brett Peter Harris1990Diploma of Financial Planning - Deakin University ~ Margin Lending & Geared Investments - Kaplan Professional
 Briony Jade Gouldthorp2015Bachelor of Commerce (Accounting and Financial Planning) - Curtin University of Technology ~ CPA Program - CPA Australia
 Bronwyn Holzheimer2005Bachelor 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)
 Carl Stuart Wade2004Accredited 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 Narrelle Scoble2017Bachelor of Financial Planning - Central Queensland University
 Cassandra Troy2006Advanced 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
 Catherine Belford2018Advanced Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending - Kaplan Professional ~ Self-Managed Superannuation Funds - Integrity Education Group
 Charles Stewart Agnew2001Advanced Diploma of Financial Planning - Kaplan Professional ~ Chartered Life Practitioner - Association of Financial Advisers (AFA) ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA)
 Chintan Engineer2008Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Arts (Psychology) - L.D. Arts College (India) ~ Diploma of Financial Planning - Mentor Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional
 Chris Kouteris2006Accredited 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 Beltrame2010Bachelor 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 David Nairn2009Advanced Diploma of Financial Planning - Tribeca ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - FINSIA
 Christopher George Kalpenos2001Bachelor 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 Heavon-jones2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services - Kaplan ~ Margin Lending and Investments - Kaplan ~ Self Managed Super Funds - Kaplan
 Christopher John Harcourt Turner2007Accredited Listed Product Adviser Program (ALPA Program) - Kaplan Professional ~ Bachelor of Commerce - The University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Securities Institute/ FINSIA
 Cindy Michell Noy2016Bachelor of Business - University of Southern Queensland ~ Master of Commerce - University of Southern Queensland ~ RG146 competency - Monarch Institute ~ Self-Managed Superannuation Funds specialist knowledge - Pinnacle Financial Services Academy ~ Superannuation specialist knowledge - Pinnacle Financial Services Academy
 Craig Thomas Hawkins1995Certified 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 Cullura2003Bachelor of Business Double Major in Accounting and Finance - Edith Cowan University ~ Count Introductory Training Course - Count Wealth Accountants ~ SuperConcepts & ICFS Specialist SMSF course - The University of Adelaide
 Damian Grech2006Bachelor 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 Butler2016Accredited Listed Product Adviser Program - Kaplan Professional ~ CA SMSF Specialist - Institute of Chartered Accountants in Australia ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma in Accounting - Monash University
 Daniel Elliot Feldman2010Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology (IIT)
 Daniel Marshall Nolan2003Diploma 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 Leow2004Bachelor of Business (Financial Planning) - Royal Melbourne Institue of Technology
 Danielle Jane Bloodworth2005ASX Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional
 Dara Long1997Certified 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)
 Darren Eising1999Bachelor of Commerce (Accounting / Finance) - University of Southern Queensland ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Graduate Diploma in Applied Finance & Investment - FINSIA ~ SMSF Essentials - Financial Essentials ~ SMSF Specialist Accreditation - SMSF Association
 Darren Foster1999ASX Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of business - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional
 Darren Shaw1997Diploma of Financial Services (Financial Planning) - Commonwealth Bank ~ Diploma of Financial Services - Commonwealth Bank
 David Hayes2007Advanced 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 Hardman1997Bachelor of Economics - University of Tasmania ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 David James Walters2000Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Business- Accounting - University of New England ~ Certified Financial Planner - Financial Planning Association ~ Margin Lending Accreditation - Deakin Prime / Stockbrokers Association of Australia ~ Self Managed Superannuation Funds - Kaplan Professional Education
 David John Fricker1985Diploma of Financial Planning - Deakin University
 David Jonathan Fleming1998Bachelor of Business (Accounting) - Edith Cowan University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - Tribeca
 David Matthew Cochrane2016Bachelor 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 Pero2003Advanced 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
 David Wayne Sutton2006Bachelor of Commerce - University of Tasmania ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Applied Finance - Kaplan Professional ~ Margin Lending - Kaplan Professional
 Deborah Ann Gampe1992Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Financial Essentials
 Dene Jason Kilpatrick2016Bachelor of Business (Accounting) - Charles Sturt University ~ Certified Practising Accountant - CPA Australia ~ Diploma of Financial Planning - Mentor Education ~ Self-Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Dianne Armbrust2016Bachelor of Business - Charles Sturt University ~ Diploma of Financial Planning - Australis College ~ Registered SMSF Auditor - Australian Securities & Investments Commission (ASIC)
 Domenic Daniel Coppola2016Bachelor of Commerce (Accounting & Finance) - Monash University ~ RG146 Accreditations - Terra Cordis ~ Self Managed Superannuation Funds Specialist Course - SMSF Strategies & Now Infinity
 Dominic Bentley1996Bachelor of Commerce in Management Services - University of Canberra ~ Diploma of Financial Planning (1-8) - Deakin University ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending accreditation - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Douglas Robert Struthers2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Duncan John Hurd2001Diploma of Financial Advising - FINSIA Education ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending & Geared Investments - Kaplan Professional
 Dylan Martin2012Bachelor of Commerce (Major Finance) - University of Wollongong ~ Diploma of Financial Planning - Kaplan Professional ~ SMSF Accreditaion Course - Count Financial Limited
 Edward Brown2005ASX 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 Skazas2016Accredited 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 Michael2009Bachelor 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 Hatzimanolis2006Accredited 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
 Frank Jackowiak1986Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Insurance Professional (CIP) - Australian and New Zealand Institute of Insurance and Finance (ANZIIF) ~ Diploma of Life Insurance - Australian Institute of Insurance (Deakin University Geelong)
 Gavin Cameron Knight2003Advanced 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)
 Gavin John Napier2005Bachelor of Business - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ SMSF Specialist Advisor - Self Managed Super Fund Association
 Geoffrey Hickman1994Accredited 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 Sharpe1999Bachelor 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
 Gino Roussety2018Bachelor of Economics - Monash University ~ CPA Program - Personal Financial Planning and Superannuation - CPA Australia ~ SMSF Specialist Course - UNSW Australia
 Glenn Clayton Baker2005Bachelor of Commerce (Accounting and Finance) - University of Southern Queensland ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Magin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Fund - Tribeca Learning
 Glynis Shea2002Accredited 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
 Goba Katuwal2006Diploma of Financial Planning - Mentor Education ~ Masters Degree in Business Administration - Tribhuvan University ~ SMSF Accreditation - Mentor Education
 Godwin IP2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Graham Russell Jay2008Diploma of Financial Services (Finance and Mortgage Broking Management) - Intellitrain ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Grant Damien Brook2006Advanced 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 Blackaby2007Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Certificate IV in Financial Services (Finance / Mortgage Broking) - ThreeSixty ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd ~ Margin Lending and Geared Investments - Kaplan Education Pty Limited ~ Principles in Self Managed Superannuation Funds - International Institute of Technology
 Gregory Dean Witt1998Certified 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 Stevenson2001Accredited Listed Product Adviser Program - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Margin Lending Adviser (Personal Advice) - Mentor Education
 Hippocrates Kalaitzoglou2007Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ 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
 Ian Livingston Kemp1985BACHELOR OF BUSINESS - Royal Melbourne Institute of Technology (RMIT) ~ Certified Practicing Accountant - CPA ~ Dover RG 146 - Module 3 - DOVER RTO ~ Financial Planning Specialist - CPA
 Jacqueline Marie Chellew2016Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - International Institute of Technology ~ SMSF Specialist Advisor - Self Managed Super Fund Association
 James Carman2002Advanced 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 Edward Babbage1994Degree in Accounting - Caulfield Institute ~ Diploma of Financial Planning - Deakin University ~ Public Practice Certificate - CPA Australia (CPA) ~ Registered Company Auditor - Australian Securities and Investment Commission ~ Registered Tax Agent - Tax Practitioners Board
 Jamie Andersen2002ASX 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
 Jason David Matthews2007Bachelor 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)
 Jason Dudenas1995Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional ~ Masters of Financial Planning - University of the Sunshine Coast
 Jean Mary Watt1985Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University
 Jeanette Anne Schram1999ASX 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 Yacoub2007Bachelor 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 Brown2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business Management - University of Queensland ~ Diploma of Financial Planning - Kaplan Professional
 Jeremy Hugh Sholto Douglas2015Accredited 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 Bones2007Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Accounting / HRM) - Charles Sturt University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ 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 Seach2008Advanced 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
 John Bruce Nash2008Bachelor 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 Dimas2017Bachelor of Banking and International Finance - The Flinders University of South Australia ~ Financial Planning - Personal advice - Kaplan Professional ~ Graduate Certificate of Accounting - Deakin University ~ Self Managed Superannuation Fund unit - Financial Education Professionals ~ Superannuation unit - Financial Education Professionals
 John Durack Nisbett1991Certified 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 Murray Mclellan1991Certified 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 Athy1992Accredited 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
 John Stewart Watson1991Financial Planning Proper Authority Course - Chartered Accountants ~ Margin Lending and Geared Investments - Kaplan Professional ~ Policy Statement 146 Knowledge Assessment - Integratec ~ Risk Management - Integratec ~ SMSF Specialist Advisor - SMSF Association (SPAA)
 Johnnie Kosmidis2004Bachelor 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
 Jonathan Richard Mulconry2008Certified 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 Sims2017Advanced 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
 Joseph Christopher Pricsina1999Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional
 Joseph Miasi2008Advanced 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 Fleming2017Accredited 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 Kleinschmidt2003Diploma of Financial Planning - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - Kaplan Professional
 Julian Philip Payne2007ASX 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 Porrins2007Accredited 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 Wall1998Certified 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 Simsek2008ASX 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
 Katherine Jolanta Isbrandt1996ASX Accredited Listed Product Adviser Program - NSW Vocational Education & Training ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional
 Kathleen Ann Lewis2010Advanced 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 Hinchliffe2018Bachelor 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
 Katrina Gay2002Bachelor of Engineering (Hons) - Civil Engineering - Monash University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Kay Maree Simpson2001Accredited 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 Killgallon2010Bachelor 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 Rayner1999Diploma of Financial Services (Financial Planning) - Commonwealth Bank
 Kerry Sourasis2000Advanced 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 Rispin2018Diploma of Financial Planning - International Institute of Technology ~ Specialist Self Managed Superannuation Funds - International Institute of Technology
 Kon Tsementzis-floudas2016Bachelor of Accounting - University of Tasmania ~ Financial Planning Accreditation - University of New England ~ Superannuation and Retirement Accreditation - University of New England
 Kristianne Renee Badgery2017Accredited 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
 Laura Beaini2016Advanced Diploma of Accounting - TAFE NSW ~ Bachelor of Business (Accounting) - Charles Sturt University ~ Certificate IV in Finance and Mortgage Broking FNS40815 - AAMC Training Group ~ Certificate IV in Training and Assessment TAE40110 - All Australian Training ~ RG146 - Financial Education Professionals
 Lauren Carole Topp2004Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Leanne Caroline Bielik2011Diploma of Financial Services 1- 8 (Financial Planning) - Pinnacle Financial Services Academy
 Lei Cui2016Accountants Strategic Advice - Integrity Education Group ~ Bachelor of Business (Accountancy) - RMIT University ~ Diploma of Financial Planning - Integrity Education Group ~ Master of Commerce - Deakin University
 Lena Hilton2003ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Business of Business - Western Australian Institute of Technology ~ Margin Lending and Geared Investments - Kaplan Professional ~ SMSF Auditor - Australian Securities & Investments Commission ~ Self Managed Superannuation Funds - Mentor Education
 Lex Benjamin Robins2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Business Accountancy - Queensland Institute of Technology ~ Diploma of Financial Services - Financial Education Professionals ~ SMSF Auditor - ASIC
 Lisa Gavranich1997Bachelor 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
 Lucas Ian Barsby2006Bachelor 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 Smithers2008Ethics 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 Marton2007Advanced 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 Marsden2000ASX 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 Elder2001Bachelor 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
 Lyall Richardson2007Advanced 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 ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - GWM Adviser Services/Three Sixty
 Malcolm Alexander Smith1993Advanced Investment Planning - RG146 Training Australia ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers ~ Principles of Statement of Advice Construction - International Institute of Technology ~ Self Managed Superannuation Funds - Mentor Education ~ Superannuation and Retirement Planning for Financial Services Professionals - IntegraTec
 Marcus Isaac Leggat2004Diploma 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 Picciani1999ASX 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
 Maritza Kriel2014Advanced 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 Andrew Seamer2002Diploma of Financial Services (Finance and Mortgage Broking Management) - Intellitrain ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Mark Anthony Adlam2000Bachelor 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) ~ Margin Lending & Geared Investments - Kaplan Professional
 Mark Anthony Pel1996Certified 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 Pakavakis2017Bachelor of Business (Accounting) - Monash University ~ Diploma of Financial Planning - Kaplan Professional ~ Self-Managed Superannuation Funds accreditation - Kaplan Professional
 Mark Cadogan1998ASX 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 Christopher Babbage2013Certificate IV Financial Services (Finance and Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Mark Preston Lockhart1993Advanced 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 Power2002Bachelor 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
 Mark Wyld2011Bachelor of Commerce (Majors in Finance & Financial Planning) - Deakin University ~ Self-Managed Superannuation Funds - Kaplan Professional
 Marvin Lyle Reck1998Diploma 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 Bellenger2010Accredited 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 Jeffrey Hempel2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business - Griffith University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University
 Matthew John Macdonald2005Advanced 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 Neil Vagg1999Accredited 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 Young2011Advanced Diploma of Financial Planning - Mentor Education ~ Diploma Financial Services (Financial Planning) - Mentor Education
 Melissa Jane Healy2004ASX 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 Adams1999Certified 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 Eikelis2013Advanced 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 Gerard Bond1999ASX Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Michael Kamal Tadros2012ASX Accredited Listed Product Adviser Program - LPAC Online ~ Diploma of Financial Services (Financial Planning) - Traineeship Management Australia ~ Graduate Diploma of Business (Finance) - University of Technology, Sydney ~ Self Managed Super Funds - Mentor Education ~ Tax (Financial) Adviser - Tax Practitioners Board
 Michael Molloy1988Advanced 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 Thomas Bernard Clapham2015ASX Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business Studies (Accounting & Finance) - Massey University ~ Diploma of Financial Services (Financial Markets) - Australian Financial Markets Association ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Michael Van Loenen2007ASX 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
 Michelle Anne Oldham2006Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) ~ Certificate IV in Financial Planning - Integratec (Aust) ~ Diploma of Financial Services (Financial Planning) - Integratec (Aust)
 Morgan Caldwell1992Bachelor of Commerce (Accounting) - University of Newcastle ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Master of Applied Finance - University of Newcastle ~ Master of Business Administration - Southern Cross University
 Morgan Patrick Collins2016Bachelor of Commerce (Financial Planning) - Deakin University Australia
 Natalie Kate Moorfoot2018Advance Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Finance) - Queensland University of Technology ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending - Personal Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Neil Robert Tolsher2005ASX 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 Tunbridge1981Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Economics - Monash University ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Nicholas Scott Mckenna2017Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Accounting and Finance - Charles Sturt University (CSU) ~ RG146 Accredited units - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Nicholle Louise Shepherd2001Accredited 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
 Nicole Heales2007ASX 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
 Nikolaos Tzoutzias1998Accredited 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 Nichols2015Diploma of Financial Planning - Kaplan Professional ~ Margin Lending accreditation - Kaplan Professional ~ SMSF Specialist Advisor Accreditation - Pathway - SMSF Association
 Patricia Louise Hale2016Advanced Diploma of Business (Accounting) - TAFE Queensland ~ Certificate IV in Finance and Mortgage Broking - Institute of Financial Services ~ Diploma of Financial Planning - Monarch Institute ~ RG146 Licensing Compliance: Self-managed Superannuation Funds - Financial Education Professionals
 Paul Anthony Wratten2016Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Commerce (Financial Planning) - Deakin University ~ Diploma of Financial Services - FINSIA ~ Margin Lending Adviser (Personal Advice) - Mentor Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Paul Banner2007Bachelor Degree - Economics - University of Tasmania ~ Graduate Diploma - Financial Planning - FINSIA
 Paul Bradford1998Bachelor 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 Bronson2005Bachelor 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 Ven1986Accredited 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 Hicks1996Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Margin Lending and Geared Investments - Kaplan Professional
 Paul John Baggetta1998Diploma in Accounting - Education Department of Western Australia ~ Diploma of Financial Planning - Tribeca ~ Margin Lending & Geared Investments - Kaplan
 Paul Michael Best2016Advanced Diploma of Financial Planning - Integrity Education Group ~ Bachelor of Arts (Accounting and Finance) - Liverpool John Moores University ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self-Managed Super Funds (SMSF) & Margin Lending (ML) - Integrity Education Group
 Paula Marie Blackwell2016Bachelor 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
 Peter Andrew Adkins1998Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced SMSF Workshop Assessment - AXA ~ 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
 Peter David Coulthard1993ASX Listed Product Accreditation Course (LPAC) - Atax UNSW ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (1-8) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma in Banking and Finance - Monash University ~ Self Managed Superannuation Fund Adviser Education Program - Financial Essentials Securitor
 Peter Timothy Carey2003ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Finance - Charles Sturt University ~ SPAA Specialist Accreditation Program (SSA) - SMSF Association
 Philippa Walters1990Accredited 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 Bossert2007Bachelor 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
 Rachelle Sylvia2021Bachelor of Commerce (Financial Planning) - Griffith University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Securities - Personal Advice - Kaplan Professional
 Raymond William Gale2007Bachelor of Commerce - Deakin University ~ Master of Commerce - Deakin University ~ SMSF Knowledge - Monarch Institute
 Richard Grech2018Accountants' Essentials Advice Course - Integrity Education Group ~ Australian Taxation Law II - TAFE SA ~ Bachelor of Commerce - Deakin University
 Richard Shermon1996Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Arts - University of Oxford ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ SMSF Knowledge - Monarch Institute
 Robert Bruce Adlam2009Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Robert Casper Parker2009ASX 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 Galey2003Advanced 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 Gangi2000Bachelor of Business (Accounting) - Victoria University ~ Diploma of Financial Services (Financial Planning) - The Commonwealth Bank of Australia
 Robert James Wright2003Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Robert Mahony2013Bachelor of Commerce (Accounting and Marketing) - Deakin University ~ Master of Insurance and Risk Management - Deakin University
 Robert Warry2001ASX 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
 Rodney Walker1994Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Rohan Benstead2012Bachelor 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 Griffiths2001Diploma of Financial Markets - Securities Institute ~ Graduate Diploma of Applied Finance and Investment - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Administration - Monash University ~ Registered Company Auditor & Registered Superannuation Fund Auditor - Australian Securities and Investment Commission (ASIC)
 Ryan Andrew Hateley2010Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Salvatore Mark Modica2016Bachelor of Business Majoring in Accounting - Edith Cowan University ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education ~ Superannuation Adviser (Personal Advice) - Mentor Education
 Samuel Robert Badcock2012Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Accounting) - University of Tasmania ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 Sandy Michele Gosper1998Certified 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 Crothers2005ASX 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 Topolcsanyi2006Accredited 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 David Lamont1989Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Scott Edwards2018Bachelor of Commerce - Murdoch University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand ~ RG146 DFP8 & PKE - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Kaplan Professional
 Scott Foster2016Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Services - University of New England
 Sean David Schaefer2001Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Sean Nigh2010Bachelor of Business (Financial Planning) - University of the Sunshine Coast ~ Certified Financial Planner - Financial Planning Association of Australia
 Shane John Lee1998Bachelor 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 Sheth2011Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma of Management - Central Queensland University ~ Master of Commerce (Financial Planning and Professional Accounting) - Griffith University
 Sharon Tan2006Advanced Diploma of Financial Services (Financial Planning) - FINSIA ~ Bachelor of Commerce (Accounting) - Monash University ~ Certified Financial Planner - Financial Planning Association of Australia ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Financial Planning Association of Australia
 Shaun Nembach2010Advanced 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-ritchard2003Accredited 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 Ramraj2008Accredited 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 Chen2011Bachelor 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
 Shona Sherman2016Bachelor of Business (Accountancy) with Distinction - Queensland University of Technology ~ Self Managed Superannuation Funds - Kaplan Professional
 Simon Andrew Rohead2004Bachelor 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
 Sitparan Gnanendran2016Accredited 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
 Stephanie Patrick2011Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Arts (Journalism) and Bachelor of Commerce (Finance) - Monash University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Stephanie Yeung2010Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Melbourne ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma in Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Mentor Education
 Stephen Charles Wilson1999Diploma of Financial Planning (DFP1-4) - Integratec ~ Estate Planning - Integratec ~ Investment Planning 2 - Integratec
 Stephen John Simioni1999Accredited 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 Coulston2005ASX 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 Roy Biggin1998ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Accredited Aged Care Professional - Aged Care Steps ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - The National Finance Institute ~ MFAA Credit Adviser - Mortgage & Finance Association of Australia
 Stephen Theuma2000Bachelor of Business - Victoria University of Technology ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deaki University ~ Diploma of Financial Services - Commonwealth Bank of Australia ~ Margin Lending & Geared Investments - Kaplan Professional
 Steven George Allen1998Bachelor 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 Mciver2010Accredited 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
 Stuart Woodbridge2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Science - Oxford Brookes University ~ Diploma of Financial Planning - Kaplan Professional ~ SMSFFNS - Principles of Self Managed Superannuation Funds - International Institute of Technology
 Susan Joy Baker1994Certified 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
 Terence Michael O'sullivan1998Advanced 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 Kays1992Accredited 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
 Theophilus Premetis2016Bachelor of Arts - Macquarie University ~ Diploma of Financial Planning - Mentor Education ~ SMSF Specialisation - CPA Australia ~ SMSF Specialist Course - UNSW Australia
 Thomas Morris2015Advanced 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 Andrew Chisholm2013Bachelor of Commerce (Majors in Commercial Law, Finance & Financial Planning) - Deakin University ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Ethics for Financial Services - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ SMSF Specialist Advisor - SMSF Association
 Tomas Weiszer2016CPA 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 Dyer1999Advanced 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 Crothers2006ASX Listed Products Accreditation (LPAC) - LPAC Online ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Vicki Ann Carr1994ASX 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 Martin2000Advance 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 Australia (CPA) ~ Margin Lending and Geared Investments - Kaplan Professional
 Vicky Anne Gilroy2007Advanced 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
 Voulla Flaskos2015Bachelor of Commerce - Griffith University ~ Bachelor of International Business - Griffith University ~ Graduate Certificate in Financial Planning - FINSIA ~ Self-Managed Superannuation Fund Auditor - ASIC
 Vuong Duong2017Accountant'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 Russell1997Certificate of Business Studies (Accounting) - TAFE - Box Hill ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Warwick Ian Hawksworth1981ASX 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 Gutteridge2004Bachelor 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 Rinkin2006Bachelor 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 Cheng2003Advanced 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 ~ Self Managed Superannuation Funds - Kaplan Professional