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;
derivatives;
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:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
derivatives; and
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;
derivatives;
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 Douglas Klumpp | 2008 | 2001 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Aaron Teng Boon Wan | 2024 | 2022 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Swinburne University of Technology |
| Adam Huy Lai | 2017 | 2009 - Bachelor of Commerce (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Griffith University ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Adam Mcredmond | 2011 | 2010 - Bachelor of Commerce (Commercial Law, Finance and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2015 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional |
| Alan Keith Thomas | 1996 | 1982 - Bachelor of Business - Bachelor Degree (AQF 7) - Western Australia College of Advanced Education ~ 1990 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University |
| Alberto Nellini | 2001 | 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca |
| Alicia Simone Honey | 2022 | 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - FPC001B Economic and Legal Context in Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Amy Louise Lye | 2018 | 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Andrea Collins | 2005 | 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2015 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd ~ 2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Andrea Elmargi | 2001 | 2002 - Bachelor of Commerce (Financial Services) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Andrew Bernard Kantas | 2002 | 1999 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Andrew David Wieman | 1999 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Andrew Gillon | 2002 | 2002 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2022 - FPC002B - Ethics and professionalism in financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Andrew James Carmichael | 2017 | 2012 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - University of Queensland ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2019 - 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Bridging Course - Behavioural Finance - Griffith University ~ 2020 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University |
| Andrew John Vines | 2002 | 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca |
| Andrew Mark Alston | 2022 | 2008 - Bachelor of Business Science - Bachelor Degree (AQF 7) - University of Kwazulu-Natal ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Andrew Squires | 2015 | 2016 - Bachelor of Applied Finance with Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group ~ 2016 - Diploma of Financial Services - Diploma (AQF 5) - Integrity Education Group ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Andrew Thomas Harris | 1995 | 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2020 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2021 - MAA728 Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University |
| Andrew Wayne Pullen | 2016 | 2010 - Bachelor of Business (Accounting & Finance) - Bachelor Degree (AQF 7) - Charles Sturt University (CSU) ~ 2011 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - Institute of Chartered Accountants Australia (ICAA) ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional |
| Angela Marie Pidd | 2018 | 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Investment Banking Institute (IBI) ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Investment Banking Institute (IBI) ~ 2022 - MAA728 Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University ~ 2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University |
| Angelo Christopher Zerella | 2018 | 2014 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Australia ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Anjali Das | 2018 | 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2020 - MAA728 Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University |
| Anthony David Pereira | 1997 | 1993 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Newcastle ~ 2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2017 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Mentor Education Pty Ltd ~ 2019 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - AAMC Training Group |
| Anthony James Pearson | 2001 | 2003 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Integratec (Australia) Pty Ltd ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - AAMC Training Group ~ 2020 - 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Bridging Course - Regulation & Legal Obligations - Griffith University ~ 2020 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Griffith University |
| Anthony Paino | 2005 | 2003 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University ~ 2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia |
| Anton Mann | 2010 | 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Ashish Suresh Siddam | 2017 | 2001 - Master of Business Administration - Masters Degree (AQF 9) - Other ~ 2003 - Master of Finance - Masters Degree (AQF 9) - RMIT University ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Ben O'bryan | 2005 | 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Finsia ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2016 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Western Sydney ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional |
| Ben Savige | 2010 | 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Finsia ~ 2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT) |
| Benjamin Dean Tyler | 2018 | 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT) ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT) ~ 2020 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University |
| Benjamin Michael Rantall | 2022 | 2021 - Bachelor of Commerce (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University |
| Bettina Kathleen Monello | 1998 | 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca |
| Bradley John Lonergan | 1998 | 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - National Finance Institute ~ 2015 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Brendan James Bryan | 2003 | 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Brent William O'byrne | 2016 | 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Brett John Mahony | 2002 | 1993 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca |
| Bruce Ewan Haszard | 2001 | 1995 - Bachelor of Economics - Bachelor Degree (AQF 7) - La Trobe University ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Bruce Parkinson | 1983 | 1989 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Western Australia College of Advanced Education |
| Callum Howard | 2001 | 2000 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Callum Michael Burns | 0 | 2017 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of New South Wales (NSW) ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Cameron Grant Smith | 1989 | 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Cameron John Tynan | 2018 | 2018 - Master of Applied Finance - Masters Degree (AQF 9) - Charles Sturt University (CSU) ~ 2020 - GSBS6516 Ethics in Financial Services - Bridging Course - Ethics - University of Newcastle |
| Cameron Wallace Smith | 2014 | 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2016 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Southern Cross University (SCU) ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Carina Lee Lane | 2007 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Cedric Simba Benza | 2024 | 2020 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - RMITUniversity ~ 2020 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMITUniversity |
| Chantal Henderson | 2018 | 2001 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Chantel Munro | 2009 | 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional |
| Charles Bernard Sullivan | 2024 | 2015 - Bachelor of Commerce (Economics and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Chelsea Vermillion-maclean | 2024 | 2023 - Bachelor of Applied Financial Advice - Bachelor Degree (AQF 7) - Griffith University |
| Chris Catalovski | 2005 | 1994 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Newcastle ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Securities Institute ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Chris Matthies | 2010 | 2009 - Advanced Diploma of Business (Accountancy) - Advanced Diploma (AQF 6) - Swinburne University of Technology ~ 2009 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Ltd ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Christopher Brian Mobbs | 1997 | 1995 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - University of Melbourne ~ 1999 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2005 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Tribeca ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - AAMC Training Group ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Christopher John Appla | 2018 | 2013 - Bachelor of Commerce (Finance & Economics) - Bachelor Degree (AQF 7) - University of Melbourne ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Christopher Leonard EY | 2006 | 1999 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology (QUT) ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional |
| Christopher Mark Littley | 1995 | 2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Christopher Michael Brennan | 2022 | 2016 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Macquarie University ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC001B Economic and Legal Context in Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Clinton Smith | 2000 | 2002 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University |
| Con Manos | 2015 | 1999 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Adelaide ~ 2011 - Graduate Diploma in Applied Finance - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional |
| Craig Anthony Green | 1996 | 2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2011 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - University of the Sunshine Coast (USC) ~ 2012 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Craig Hughes | 1999 | 1994 - Bachelor of Commerce (Finance & Economics) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2002 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Western Sydney |
| Craig Hunter Fermor | 2013 | 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Craig Ronald Gibson | 1986 | 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT) |
| Craig Steven Ball | 1988 | 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec (Australia) Pty Ltd ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Dallas Leigh Ludeman | 1998 | 1994 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Deakin University ~ 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Damien Robert Peterson | 2006 | 1998 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2000 - Bachelor of Business - Bachelor Degree (AQF 7) - Royal Melbourne Institute Of Technology |
| Damon Clay Tuthill | 2024 | 2023 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Western Sydney University |
| Daniel Bruce Mccarthy | 2018 | 2014 - Diploma of Superannuation - Diploma (AQF 5) - Association of Superannuation Funds of Australia Ltd (ASFA) ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Daniel Eugene Mcervale | 2009 | 2002 - Bachelor of Business (Marketing) - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional |
| Daniel Lee Fawcett | 2022 | 2003 - Advanced Diploma of Business (Accounting) - Advanced Diploma (AQF 6) - Bendigo TAFE ~ 2020 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University |
| Daniel Mulcahy | 1986 | 2003 - Industry Standard Education - RG146 specialist knowledge - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Daran Thompson | 2004 | 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - RG146 Mentor Education Group ~ 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2021 - MAA728 Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University |
| Darren Lee Styles | 2001 | 1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania ~ 2005 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Darren Michael Connell | 2001 | 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Darren Paul Eldridge | 2018 | 2012 - Diploma of Business - Diploma (AQF 5) - Victoria University ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group |
| Darryl Phillip Prenzler | 2003 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca |
| David Allen | 2000 | 2003 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA) ~ 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| David Christopher Gourley | 2006 | 2005 - Industry Standard Education - RG146 specialist knowledge - Diploma (AQF 5) - Tribeca ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Griffith University |
| David Crawford | 2015 | 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Ltd ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd |
| David John Clark | 2003 | 2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| David Mcniven | 1989 | 1993 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Charles Sturt University (CSU) ~ 2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| David Thomas Coghlan | 2005 | 2004 - Bachelor of Business (Marketing) - Bachelor Degree (AQF 7) - Australia Catholic University (ACU) ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca |
| David Toms | 2023 | 2000 - Bachelor of Economics in Economics and Finance - Bachelor Degree (AQF 7) - University of New South Wales (NSW) ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University |
| Debra Lee Wills | 1992 | 1998 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Debra Louise Hann | 1999 | 2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2020 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University ~ 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2021 - 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Bridging Course - Behavioural Finance - Griffith University |
| Delwen Ruth Dean | 2006 | 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University ~ 2021 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University |
| Desley Rae Zunker | 2006 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Diana Rogers | 2004 | 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2013 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2015 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional |
| Dominique Jane Riley | 2009 | 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Donald Benjaman Bell | 2014 | 2013 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University |
| Duncan Murray | 2014 | 2012 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional |
| Eden Beau Smith | 2018 | 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - MAA728 Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University |
| Eleanor Jayne Bagg | 0 | 2021 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University |
| Elisa Evelyn Simpson | 2016 | 1994 - Associate Diploma of Business (Accounting) - Diploma (AQF 5) - Holmesglen Institute of TAFE ~ 2010 - Certificate IV in Financial Services - Certificate (AQF 1-4) - Australian and New Zealand Institute of Insurance and Finance ~ 2013 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2013 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Emma Jane Bant | 2013 | 2010 - Bachelor of Commerce (Finance, Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Garry John Addison | 1997 | 2005 - Industry Standard Education - RG146 specialist knowledge - Diploma (AQF 5) - Kaplan Professional |
| Gary Ian Decru | 1994 | 1991 - Bachelor of Business - Bachelor Degree (AQF 7) - Deakin University ~ 2001 - Foundation Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Gary Winwood-smith | 2004 | 2002 - Bachelor of Commerce (Financial Planning and Investments) - Bachelor Degree (AQF 7) - Griffith University ~ 2014 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional |
| Gene Robert Youl | 2001 | 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2020 - MAA728 Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University ~ 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2021 - MLI714 Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin University ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University |
| Geoffrey Axton | 1994 | 1983 - Certificate in Accounting Business Studies - Certificate (AQF 1-4) - The department of education Tasmania ~ 1998 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Glen David Marshall | 2005 | 2005 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Queensland University of Technology (QUT) ~ 2008 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Finsia |
| Graeme John Collins | 1987 | 1996 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) |
| Grant Mccormack | 2007 | 2005 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional |
| Gregor John Andrew Mcqueen | 1998 | 1995 - Bachelor of Business - Bachelor Degree (AQF 7) - Edith Cowan University (ECU) ~ 1999 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Gregory Adam Bloom | 2013 | 2013 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional |
| Gregory John William Lyons | 1988 | 1991 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Queensland University of Technology (QUT) ~ 1993 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Gregory Johnson | 2004 | 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - MLC Limited ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty |
| Gregory Paul O'connell | 2007 | 2000 - Bachelor of Business - Bachelor Degree (AQF 7) - The University of Notre Dame Australia ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Gregory Peter Dobrin | 2006 | 1995 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of New South Wales (NSW) ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2010 - Diploma in Law - Diploma (AQF 5) - Legal Profession Admission Board (LPAB) |
| Henry Heng LI DO | 2008 | 2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University |
| Ian David Marsland | 2009 | 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Ian Garvey | 2007 | 2006 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2010 - Master of Wealth Management - Masters Degree (AQF 9) - Deakin University ~ 2021 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Ian Peter Von Berg | 1980 | 1993 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Jack Richard Mason | 0 | 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Jack Trewin Tossol | 2024 | 2017 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - University of Melbourne ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Jacob Ruse | 2004 | 2004 - Bachelor of Commerce (Economics and Financial Planning) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA) ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - AAMC Training Group ~ 2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - AAMC Training Group |
| Jake Michael Krause | 2012 | 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - Griffith University ~ 2013 - Bachelor of International Business - Bachelor Degree (AQF 7) - Griffith University ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional |
| James Keith | 2015 | 2008 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Finsia ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| James Mcgregor Hayes | 2010 | 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional |
| James Paul Middleton | 2024 | 2021 - Master of Commerce - Masters Degree (AQF 9) - University of New South Wales (NSW) |
| James Rundle | 2010 | 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| James Silverstein | 2009 | 2005 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Monash University ~ 2005 - Bachelor of Business (Law) - Bachelor Degree (AQF 7) - Monash University ~ 2008 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Finsia ~ 2009 - Graduate Diploma in Applied Finance - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| James Uezzell | 2012 | 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Association of Superannuation Funds of Australia Ltd (ASFA) ~ 2006 - Diploma of Financial Services (Superannuation) - Diploma (AQF 5) - Association of Superannuation Funds of Australia Ltd (ASFA) ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2011 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2013 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional |
| Jane Christine Hellyer | 2011 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional |
| Janet Maguire | 2010 | 2006 - Diploma of Financial Planning - Diploma (AQF 5) - Tribeca ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional |
| Jared Anthony Persic | 0 | 2017 - Bachelor of Commerce (Finance and Management) - Bachelor Degree (AQF 7) - Deakin University ~ 2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Jasmine Amber Spinelli | 2024 | 2022 - BFA515 Ethics and Professionalism - Bridging Course - Ethics - University of Tasmania ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - University of Tasmania |
| Jason Barry Fleming | 2003 | 1994 - Bachelor of Business - Bachelor Degree (AQF 7) - Central Queensland University (CQU) ~ 2003 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Jason David Colling | 2011 | 1993 - Bachelor of Commerce (Banking and Finance) - Bachelor Degree (AQF 7) - Curtin University ~ 1998 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2011 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Intellitrain Pty Ltd ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Jason Peter Hedlund | 1991 | 2002 - Foundation Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Jeremy Taylor | 2004 | 2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Jessica Joy Deamer | 2018 | 2016 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - GSBS6516 Ethics in Financial Services - Bridging Course - Ethics - University of Newcastle |
| Jessie Crozier | 2014 | 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute |
| Jodi Lynne Gleeson | 2015 | 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University ~ 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University |
| Jody Louise Fleming | 2004 | 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT) ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional |
| Johannus Theodorus Helena Linskens | 1982 | 2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| John Paul Bartle | 2013 | 2011 - Bachelor of Business (Accounting & Finance) - Bachelor Degree (AQF 7) - Edith Cowan University (ECU) ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Jordan Samuel Finch | 0 | 2021 - Bachelor of Finance - Bachelor Degree (AQF 7) - University of Canberra ~ 2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Joshua David Pirie | 2016 | 2012 - Bachelor of Commerce (Banking and Finance) - Bachelor Degree (AQF 7) - Curtin University ~ 2013 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Stockbrokers Association of Aust (formerly SDIA) ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional |
| Joshua Matthew Corney | 2010 | 2008 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Tasmania ~ 2010 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Finsia ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Julie Diane Body | 2023 | 2021 - Bachelor of Accounting (Financial Planning) - Bachelor Degree (AQF 7) - Charles Sturt University (CSU) ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional |
| Kade Glenn Anthony | 2011 | 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT) |
| Kane Andrew Dalley | 1995 | 2001 - Graduate Diploma in Business Studies in Personal Financial Planning - Graduate Diploma (AQF 8) - Massey University ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Karen Lesley Kavanagh | 2003 | 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Karen-ann Otto | 2015 | 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Kathleen Ann Lewis | 2010 | 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Katrina Lucette Wood | 2005 | 2001 - Bachelor of Management - Bachelor Degree (AQF 7) - University of Canberra ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Kevin James Flynn | 1990 | 1989 - Bachelor of Economics - Bachelor Degree (AQF 7) - La Trobe University ~ 2000 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2005 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Kieran Marc Pirie | 2018 | 2015 - Bachelor of Commerce (Banking and Finance) - Bachelor Degree (AQF 7) - Curtin University ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional |
| Kiri Anne Taupo | 2015 | 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Kirsten Hitch | 2005 | 2004 - Bachelor of Commerce (Economics and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Kristy Margaret Highway | 2003 | 1999 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - Edith Cowan University (ECU) ~ 2001 - Bachelor of Economics - Bachelor Degree (AQF 7) - Murdoch University ~ 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty ~ 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Kyle Gary Ross Richmond | 2018 | 2016 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Monash University ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Kyle O'connor | 2022 | 2021 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University |
| Kylie Anne Wendt | 2023 | 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Lachlan Geoffrey Zimmer | 2021 | 2019 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Monash University ~ 2019 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Monash University ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT) ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Lachlan James Brown | 2024 | 2020 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University |
| Lachlan Roarke Edward Knight | 2023 | 2016 - Bachelor of Arts (Economics) - Bachelor Degree (AQF 7) - University of Melbourne ~ 2019 - Master of Banking and Finance - Masters Degree (AQF 9) - Monash University ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Laurence James Poulter | 2015 | 2011 - Bachelor of Arts in Economic and Social Studies - Bachelor Degree (AQF 7) - The University of Manchester ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional |
| Leanne Barbara Bull | 1985 | 1998 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Leigh Michelle Jenkins | 1998 | 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Ltd ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Leonardo Arico | 1990 | 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2021 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University |
| Lisa Bouffler | 2013 | 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - Intellitrain Pty Ltd ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Lisa Jane Taylor | 2003 | 1993 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Deakin University ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca |
| Lisa Osullivan | 1996 | 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Luke Andrews | 2010 | 2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Intellitrain Pty Ltd ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional |
| Luke Van Der Pligt | 2001 | 1992 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - RMIT University ~ 2003 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty |
| Luke William Farrugia | 2018 | 2015 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT) ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT) ~ 2019 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Lyndal Michelle Angove | 1999 | 1995 - Bachelor of Business - Bachelor Degree (AQF 7) - Monash University ~ 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Malcolm John Davis | 1998 | 1999 - Master of Business Administration - Masters Degree (AQF 9) - Deakin University ~ 2003 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty |
| Mark Andrew Ladds | 2013 | 2001 - Industry Standard Education - RG146 Specialist Knowledge - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Mark Christopher Barling | 1983 | 1989 - Diploma of Life Insurance - Diploma (AQF 5) - Australian Insurance Institute ~ 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Mark John Hudson | 1992 | 1988 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania |
| Mark Jonathon Yeomans | 1990 | 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Mark Robert Hams | 2023 | 2020 - 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Bridging Course - Regulation & Legal Obligations - Griffith University ~ 2020 - 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Bridging Course - Behavioural Finance - Griffith University ~ 2020 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Griffith University |
| Mat Allday | 2007 | 2004 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Mathew Nolan Cassidy | 2003 | 1993 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Murdoch University |
| Matthew Brooker | 2011 | 2006 - Bachelor of Business - Bachelor Degree (AQF 7) - James Cook University ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2016 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Matthew George Kallis | 2004 | 2001 - Bachelor of Business (Economics) - Bachelor Degree (AQF 7) - Queensland University of Technology (QUT) ~ 2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University |
| Matthew Raymond Hawthorn | 2004 | 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT) |
| Matthew Scott | 2017 | 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Megan Margaret Cull | 2017 | 2016 - Bachelor of Commerce (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2021 - MLI714 Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin University ~ 2022 - MAI728 Financial Behaviour and Decision Making (INTENSIVE) - Bridging Course - Behavioural Finance - Deakin University ~ 2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University |
| Melissa Azzopardi | 2003 | 2005 - Industry Standard Education - RG146 Specialist Knowledge - Diploma (AQF 5) - Tribeca |
| Melissa Gilbert | 1998 | 1998 - Certificate in Financial Markets - Certificate (AQF 1-4) - Securities Institute ~ 2001 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Michael Aaron Osbourne | 2005 | 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional |
| Michael Alexander Peart | 0 | 2022 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Western Sydney University |
| Michael Bond | 2006 | 2002 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Bond University ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2013 - Self Managed Super Fund - Other - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Michael Charles Anderson | 2006 | 2006 - Bachelor of Commerce (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2013 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - International Institute of Technology Pty Ltd (IIT) ~ 2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT) |
| Michael Edward Brindley | 1985 | 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Michael Ingham | 2005 | 1985 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University ~ 1985 - Bachelor of Law - Bachelor Degree (AQF 7) - Monash University ~ 1993 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2001 - Foundation Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty |
| Michael Rowlands | 2014 | 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Michael Thrower | 2004 | 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec (Australia) Pty Ltd ~ 2006 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - Plan Connect ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca |
| Michal Bodi | 2005 | 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Micheal John Kiefer | 2003 | 1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of New England ~ 2001 - Graduate Diploma in Business Studies - Graduate Diploma (AQF 8) - University of New England ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Michelle June Veitch | 2001 | 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Mitchell Douglas Mackenzie | 2018 | 2015 - Bachelor of Commerce (Economics) - Bachelor Degree (AQF 7) - University of Western Australia ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Mitchell James Brown | 2024 | 2020 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC007B Client Engagement skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Monica Anne Maguire | 2000 | 1999 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Charles Sturt University (CSU) ~ 2002 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute |
| Natalie Bordun | 2005 | 2000 - Diploma of Financial Markets - Diploma (AQF 5) - Securities Institute ~ 2005 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2021 - MAA728 Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University |
| Natalie Jade Vandort | 2018 | 2014 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2014 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Fusion Business College ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2014 - FPC006 Taxation for Financial Planning - Other - Kaplan Professional ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute |
| Nathan Tiberi | 2004 | 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Deakin Financial Services Pty Ltd |
| Nathan Torre | 2016 | 2007 - Bachelor of Commerce (Finance & Economics) - Bachelor Degree (AQF 7) - Curtin University ~ 2009 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Neville Campbell Martens | 1995 | 2005 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of the Free State ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Niall John Hughes | 2018 | 2014 - Bachelor of Commerce (Finance & Economics) - Bachelor Degree (AQF 7) - Curtin University ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd |
| Nicholas Hatch | 2006 | 2006 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Finsia ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Nicholas Robert Bowden | 2008 | 2005 - Bachelor of Commerce (Banking and Finance) - Bachelor Degree (AQF 7) - University of Canberra ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd |
| Nicola Angelo Longo | 2015 | 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Nicole Jane Hingston | 2014 | 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Patrick Hancock | 2015 | 2002 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Newcastle ~ 2002 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Newcastle ~ 2004 - Bachelor of Finance - Bachelor Degree (AQF 7) - University of Newcastle ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT) |
| Patrick Harrison Barry | 2000 | 1997 - Bachelor of Commerce (International Business) - Bachelor Degree (AQF 7) - Curtin University ~ 2007 - Master of Financial Planning - Masters Degree (AQF 9) - RMIT University |
| Paul Brendon Cameron | 2002 | 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Paul David Boddington | 2018 | 2007 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - AAMC Training Group ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AAMC Training Group ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT) ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional |
| Paul Gregory Blake | 2006 | 2004 - Bachelor of Commerce (Economics and Financial Planning) - Bachelor Degree (AQF 7) - Curtin University ~ 2023 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University |
| Paul Robert Blomley | 2009 | 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - RG146 Mentor Education Group ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Paul Rowse | 1994 | 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Paul William Howden | 1996 | 1994 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle ~ 1999 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University |
| Peter Dallis Clout | 2004 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca |
| Peter Lei | 2002 | 2005 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Peter Meakin | 2009 | 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Investment Banking Institute (IBI) ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Investment Banking Institute (IBI) ~ 2016 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Deakin University |
| Peter Rodney Audet | 1992 | 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University ~ 2021 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University |
| Phillip Douglas Cooke | 2005 | 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Raad Ahmad | 2014 | 2001 - Bachelor of Business - Bachelor Degree (AQF 7) - Newport University ~ 2008 - Master of Professional Accounting - Masters Degree (AQF 9) - University of Canberra ~ 2013 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT) ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT) |
| Rajesh Khatri | 1998 | 1995 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Newcastle ~ 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2007 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Plan Connect ~ 2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - AAMC Training Group |
| Rajith Nadeesha Ranasinghe | 0 | 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Raymond John White | 1989 | 1984 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Tasmania ~ 1997 - Master of Business Administration - Masters Degree (AQF 9) - University of Tasmania |
| Renato Dicandido | 2011 | 2008 - Advanced Diploma of Business (Marketing) - Advanced Diploma (AQF 6) - Northern Melbourne Institute of TAFE ~ 2010 - Bachelor of Business - Bachelor Degree (AQF 7) - La Trobe University ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd |
| Rhys Dylan Higgins | 2006 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2020 - GSBS6516 Ethics in Financial Services - Bridging Course - Ethics - University of Newcastle ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Richard Brown | 2003 | 1988 - Bachelor of Business - Bachelor Degree (AQF 7) - RMIT University ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional |
| Richard James Grimshaw | 2000 | 1999 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Monash University ~ 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Robert Desmond Wintour | 2000 | 1992 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Queensland University of Technology (QUT) ~ 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Robert Hand | 2012 | 2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT) |
| Robert Ian Lorrimar | 2018 | 2015 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional |
| Robert Michael Switkowski | 2003 | 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty ~ 2011 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Rodney Charles Booker | 1999 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca |
| Rodney Mark Mccormack | 2000 | 2000 - Foundation Diploma of Financial Planning - Diploma (AQF 5) - Deakin University |
| Rodney Roy Koch | 1986 | 1999 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University |
| Ryan James Halliday | 2023 | 2011 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Wollongong ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Ryan Leigh Erasmus | 2018 | 2012 - Graduate Certificate of Business (Finance) - Graduate Certificate (AQF 8) - Edith Cowan University (ECU) ~ 2015 - Graduate Diploma of Business (Finance) - Graduate Diploma (AQF 8) - Edith Cowan University (ECU) ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2022 - Master of Finance - Masters Degree (AQF 9) - Griffith University ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University |
| Ryan Matthew Sullivan | 2018 | 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Sahar Dahesh | 2016 | 2008 - Master of Professional Accounting - Masters Degree (AQF 9) - University of Canberra ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Australis College ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional |
| Samuel Bonello | 2016 | 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Sarah Louise Donald | 1999 | 2008 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2014 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Scott Andrew Kilvington | 2000 | 1988 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - Queensland Institute of Technology (QIT) ~ 1990 - Diploma of Life Insurance - Diploma (AQF 5) - AUSTRALIAN AND NEW ZEALAND INSTITUTE OF INSURANCE AND FINANCE ~ 1991 - Certificate of Superannuation Management - Certificate (AQF 1-4) - Association of Superannuation Funds of Australia Ltd (ASFA) ~ 2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Scott Dion James | 2007 | 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional |
| Sean Adrian Spencer | 1991 | 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Sean Osborne | 1997 | 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Sean Thomas | 2007 | 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology Pty Ltd (IIT) |
| Shahin Saracoglu | 1997 | 1996 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney (UTS) ~ 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - AAMC Training Group |
| Shandell Hollie Walne | 2023 | 2020 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University |
| Shane Carty | 2003 | 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Shane James Dwyer | 2008 | 2005 - Bachelor of International Finance - Bachelor Degree (AQF 7) - Griffith University ~ 2008 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Finsia ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Shane Paul Gourley | 2004 | 1998 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Sharon Naomie Dooley | 2000 | 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Shireen Hui Chiat Tan | 2023 | 2012 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - University of Queensland ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Bridging Course - Regulation & Legal Obligations - Griffith University ~ 2020 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University |
| Silvestro Franco Granozio | 1987 | 2002 - Industry Standard Education - RG146 specialist knowledge - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Simon Mcdonald | 2002 | 2002 - Bachelor of Commerce (Finance, Marketing and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Simon Peter Babbage | 1994 | 2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| Stephen Adrian Moore | 2011 | 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - MLC Limited |
| Stephen Adrian Young | 2009 | 2004 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Stephen Gleeson | 2010 | 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional |
| Stephen Green | 2000 | 1995 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University ~ 2000 - Graduate Diploma in Economic Studies - Graduate Diploma (AQF 8) - Monash University ~ 2001 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute |
| Stephen John Harris | 2001 | 2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Steven Stolle | 2017 | 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Stewart Barrie Firth | 1994 | 1992 - Bachelor of Business - Bachelor Degree (AQF 7) - Ballarat University College ~ 2006 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Stuart Holden | 2008 | 2009 - Master of Professional Accounting - Masters Degree (AQF 9) - University of Southern Queensland (USQ) ~ 2012 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Kaplan Professional ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Suhal Naser | 1997 | 2006 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Finsia ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - AAMC Training Group |
| Susanne Bestwick | 1993 | 2002 - Industry Standard Education - RG146 specialist knowledge - Diploma (AQF 5) - Integratec (Australia) Pty Ltd ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional |
| Taylor Lee Ward | 2018 | 2014 - Bachelor of Finance - Bachelor Degree (AQF 7) - Australian National University (ANU) ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Bridging Course - Regulation & Legal Obligations - Griffith University ~ 2020 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University |
| Theodore Papagiannis | 2003 | 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Limited ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional |
| Thomas Andrew Hoy | 2024 | 2020 - Bachelor of Commerce (Finance & Economics) - Bachelor Degree (AQF 7) - University of Newcastle ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Thomas Jack Livingstone | 2024 | 2022 - Bachelor of Business (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Swinburne University of Technology |
| Thomas Richard Bryans | 0 | 2022 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University |
| Timothy Campbell | 2005 | 2005 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - Royal Melbourne Institute Of Technology ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Tom Clancey | 2018 | 2016 - Bachelor of Commerce (Finance and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University |
| Tracy Yirong Wan | 2010 | 2006 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Western Australia ~ 2008 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Kaplan Professional ~ 2009 - Graduate Diploma in Applied Finance - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Trevor Malcolm Kirby-smith | 1999 | 1996 - Diploma of Cost and Management Accounting - Diploma (AQF 5) - Technikon SA ~ 2006 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of the Free State ~ 2006 - Postgraduate Diploma in Financial Planning - Bachelor Honours Degree (AQF 8) - University of the Free State ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional |
| Tristan Lee Starcevic | 2014 | 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2020 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Tristan Paul Seeto | 2018 | 2008 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology (QUT) ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University ~ 2021 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University |
| Troy Chapman | 2010 | 2003 - Bachelor of Agricultural Economics - Bachelor Degree (AQF 7) - University of Sydney ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional |
| Troy Raemond | 2001 | 2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2005 - Master of Financial Planning - Masters Degree (AQF 9) - University of the Sunshine Coast (USC) |
| Tyson James Gilbert | 2008 | 2004 - Bachelor of Banking and International Finance - Bachelor Degree (AQF 7) - Flinders University ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2022 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Tyson Ray Darley | 2022 | 2017 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - La Trobe University ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Tyson Thomas Matthews | 2018 | 2006 - Advanced Diploma of Accounting - Advanced Diploma (AQF 6) - TAFE NSW ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2018 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| Vijay Pravin Ghelani | 1999 | 1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University ~ 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2012 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional ~ 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Vincent Armocida | 2017 | 2009 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University |
| Wai Yee Tang | 2012 | 2004 - Bachelor of Commerce (Banking and Finance) - Bachelor Degree (AQF 7) - Curtin University ~ 2009 - Master of Commerce (Economics and Finance) - Masters Degree (AQF 9) - Curtin University ~ 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional |
| Warren Olivier | 2007 | 1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Pretoria ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Wassim Adel Ghattas | 2016 | 2010 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - La Trobe University ~ 2014 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional |
| Wendy Ruwoldt-keel | 2008 | 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor |
| Wesley Stuart Mann | 2009 | 1990 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Phillip Institute of Technology ~ 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| William Bruce Bracey | 1988 | 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2014 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| William Justin Nicodin | 2018 | 2014 - Bachelor of Business (International Business) - Bachelor Degree (AQF 7) - University of South Australia (UNISA) ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2019 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2021 - MAA728 Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University |
| William Stuart Bale | 1993 | 1991 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania ~ 1996 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) |
| William Tunbridge | 2018 | 2015 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education Pty Ltd ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd |