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Charter Financial Planning Limited

AFS License Number
234665
Name
Charter Financial Planning Limited
ABN/ACN/ARBN
35002976294
Licensee issued
Jan. 1, 2004
Address
Sydney, 2000, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
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.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Aaron Douglas Klumpp2008Diploma of Financial Advising - Securities Institute ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Adam Huy Lai2017Bachelor of Commerce (Accounting and Financial Planning) - Griffith University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Adam Mcredmond2011Bachelor of Commerce (Commercial Law, Finance and Financial Planning) - Deakin University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional
 Alan Keith Thomas1996Bachelor of Business - Western Australia College of Advanced Education ~ Diploma of Financial Planning - Deakin University
 Albert Kuris2010Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Alberto Nellini2001Diploma of Financial Services (Financial Planning) - Tribeca
 Alexander John Corbett2002Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services - Deakin Financial Services Pty Ltd
 Alexander William Mckenzie2002Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Alison Belinda Greenwood1999Bachelor of Arts (Accounting) - University of Tasmania ~ Certificate IV in Finance and Mortgage Broking - AAMC Training Group ~ Diploma of Business - TAFE Tasmania ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC007B Client Engagement Skills - Kaplan Professional
 Allira Rhiannon Summerville2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Accounting and Financial Planning) - Deakin University ~ Diploma of Financial Planning - Kaplan Professional
 Amy Louise Lye2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Andrea Collins2005Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Andrew Alastair Gibbs Jones1996Bachelor of Economics - Australian National University (ANU) ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ MAI769 Ethics for Financial Services - Deakin University ~ Master of Commerce (Financial Planning) - University of Western Sydney
 Andrew Bernard Kantas2002Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Andrew Burnett1996Bachelor of Commerce - James Cook University ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Andrew David Wieman1999Advanced Diploma of Financial Services (Financial Planning) - Tribeca
 Andrew James Carmichael2017Bachelor of Commerce (Finance) - University of Queensland ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Griffith University
 Andrew James Pain2004Bachelor of Economics - Macquarie University ~ Graduate Diploma in Financial Planning - Securities Institute
 Andrew John Vines2002Diploma of Financial Services (Financial Planning) - Tribeca
 Andrew Robertson2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - University of Ballarat ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ MAI769 Ethics for Financial Services - Deakin University
 Andrew Sean Thomas2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - University of Newcastle ~ Bachelor of Commerce (Economics) - University of Newcastle ~ Diploma of Financial Planning - Kaplan Professional ~ GSBS6516 Ethics in Financial Services - University of Newcastle
 Andrew Tate2018Bachelor of Business (Financial Planning) - RMIT University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Andrew Thomas Harris1995Diploma of Financial Planning - Deakin University ~ MAA728 Financial Behaviour and Decision Making - Deakin University ~ MAA769 Ethics for Financial Services - Deakin University
 Andrew Tynan2003Bachelor of Business - The Darling Downs Institute of Advanced Education ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Andrew Wayne Pullen2016Bachelor of Business (Accounting & Finance) - Charles Sturt University (CSU) ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Chartered Accounting - Institute of Chartered Accountants Australia (ICAA)
 Angela Marie Pidd2018Advanced Diploma of Financial Planning - Investment Banking Institute (IBI) ~ Diploma of Financial Services (Financial Planning) - Investment Banking Institute (IBI) ~ Diploma of Financial Services - Investment Banking Institute (IBI)
 Angus Carson Dowling2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Finance) - Swinburne University of Technology ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Anjali Das20187269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Diploma of Financial Planning - Kaplan Professional ~ MAA728 Financial Behaviour and Decision Making - Deakin University
 Anne Margurite Cavenagh2005Certificate IV Financial Services (Finance/Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Anthonie Christoffel Bosch2016Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Bachelor of Commerce (Economics) - North-West University ~ Bachelor of Commerce (Honours) - North-West University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business Administration - North-West University
 Anthony David Pereira1997Bachelor of Economics - University of Newcastle ~ Certificate IV in Finance and Mortgage Broking - Mentor Education Pty Ltd ~ Diploma of Finance and Mortgage Broking Management - AAMC Training Group ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Anthony Hutchison1985Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT)
 Anthony James Pearson20017159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Griffith University ~ 7269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Advanced Diploma of Financial Services (Financial Planning) - Integratec (Australia) Pty Ltd ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC Training Group ~ Graduate Diploma of Financial Planning - Griffith University
 Anthony Paino2005Bachelor of Finance - La Trobe University ~ Graduate Diploma of Financial Planning - Finsia
 Anton Mann2010Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd
 Ashish Suresh Siddam2017Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business Administration - Other ~ Master of Finance - RMIT University
 Ashley John Walz2014Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Bachelor of Business (Banking & Finance) - Queensland University of Technology (QUT) ~ Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - Intellitrain Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Assaad Saraya2016Diploma of Financial Planning - Mentor Education Pty Ltd ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Athol Spencer Christensen1972Advanced Diploma of Financial Services (Financial Planning) - Tribeca
 Barrie John Henman1997Advanced Diploma of Financial Services (Financial Planning) - Deakin Financial Services Group ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - Plan Connect
 Belinda Lee Payne2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Tribeca ~ Certificate IV in Financial Services (General Insurance) - TAFE SA ~ Diploma of Financial Services (Financial Planning) - AMP Financial Services
 Belinda Rachel Kennedy2015Bachelor of Commerce (Accounting and Financial Planning) - Griffith University
 Ben O'bryan2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Finsia ~ Master of Commerce (Financial Planning) - University of Western Sydney
 Ben Savige2010Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Finsia
 Benjamin Dean Tyler2018Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Bachelor of Business (Financial Planning) - RMIT University ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 Benjamin Keith Armstrong2000Bachelor of Commerce (Banking and Finance) - Curtin University ~ Graduate Diploma in Financial Planning - Securities Institute
 Benjamin O'connor2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of International Business - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Financial Planning - Griffith University
 Benjamin Phoon2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Western Australia ~ Bachelor of Economics - University of Western Australia ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd
 Bettina Kathleen Monello1998Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Bill Fotopoulos1993Bachelor of Business (Economics and Finance) - University of Western Sydney ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Graduate Diploma in Financial Planning - Securities Institute
 Bill O'byrne1976Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 Bill Stefani1994Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Bradley John Lonergan1998Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Certificate IV in Finance and Mortgage Broking - National Finance Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma in Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Brady Richard Black2005Bachelor of Business (Applied Finance) - University of New England ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Brendan James Bryan2003Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Brendan Stuart Burrows2004Bachelor of Commerce - University of Wollongong ~ Graduate Diploma in Financial Planning - Securities Institute
 Brent William O'byrne2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Brett John Mahony2002Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Economics - Monash University
 Brian Leonard Lucas1989Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ MAI769 Ethics for Financial Services - Deakin University ~ Master of Financial Planning - RMIT University
 Bridget Lee Mackenzie2010Bachelor of Business (Financial Planning) - University of the Sunshine Coast (USC) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Bruce Ewan Haszard2001Bachelor of Economics - La Trobe University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Bruce Kevin Grieve2007Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Bachelor of Commerce - University of Port Elizabeth ~ Diploma of Financial Planning - Mentor Education Pty Ltd
 Bruce Parkinson1983Bachelor of Business (Accounting) - Western Australia College of Advanced Education
 Calan Choke2008Bachelor of Business (Economics and Finance) - RMIT University ~ Bachelor of Economics & Finance - Royal Melbourne Institute of Technology (RMIT) ~ Diploma Financial Services (Financial Planning) - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Graduate Diploma in Accounting - Deakin University ~ Graduate Diploma of Accounting - Deakin University
 Callum Howard2001Bachelor of Business - RMIT University
 Cameron Grant Smith1989Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Cameron John Tynan2018GSBS6516 Ethics in Financial Services - University of Newcastle ~ Master of Applied Finance - Charles Sturt University (CSU)
 Cameron Wallace Smith2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Finance) - Southern Cross University (SCU) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Carina Lee Lane2007Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Carolyn Roper1998Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Catherine Therese Crase2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Financial Administration - University of New England ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Celia Almeida Barila2016Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce (Accounting & Finance) - University of Wollongong ~ Diploma of Financial Planning - Monarch Institute
 Chantal Henderson2018Bachelor of Business (Financial Planning) - RMIT University ~ MAI769 Ethics for Financial Services - Deakin University
 Chantel Munro2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Chetankumar Patel2005Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Bachelor of Commerce - The Maharaja Sayajirao University of Baroda ~ Diploma of Financial Services (Financial Planning) - Other
 Chris Catalovski2005Bachelor of Economics - University of Newcastle
 Chris Matthies2010Advanced Diploma of Business (Accountancy) - Swinburne University of Technology ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Christo Minnie2006Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Christopher D'cruz2000Bachelor of Economics - Macquarie University ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Tribeca ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Christopher David Camm2006Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Christopher Manthey2007Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Bachelor of Business (Accounting) - University of Southern Queensland ~ Bachelor of Law - Queensland University of Technology (QUT) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Christopher Mark Littley1995Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Christopher Michael Pereira2016Bachelor of Commerce (Economics and Financial Planning) - Curtin University
 Clinton Smith2000Bachelor of Business (Financial Planning) - RMIT University
 Colin Francis Hone1996Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - Plan Connect
 Con Manos2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Accounting) - University of Adelaide ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma in Applied Finance - Kaplan Professional
 Craig Anthony Green1996Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Graduate Certificate in Financial Planning - University of the Sunshine Coast (USC) ~ Master of Financial Planning - Deakin University
 Craig Hughes1999Bachelor of Commerce (Finance & Economics) - University of Western Sydney ~ Master of Commerce (Financial Planning) - University of Western Sydney
 Craig Nicholas Todd1997Bachelor of Economics - University of Western Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Craig Ronald Gibson1986Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Dale Bryan Smith2015Diploma of Financial Planning - Integrity Education Group ~ MAA769 Ethics for Financial Services - Deakin University
 Dallas Leigh Ludeman1998Bachelor of Business (Accounting) - Deakin University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Damien Robert Peterson2006Bachelor of Business - Royal Melbourne Institute Of Technology ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Daniel Bruce Mccarthy2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Diploma of Superannuation - Association of Superannuation Funds of Australia Ltd (ASFA) ~ FPC007B Client Engagement Skills - Kaplan Professional
 Daniel Eugene Mcervale2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Marketing) - University of Southern Queensland ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Daniel Graham Jones2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Finance & Economics) - University of Wollongong ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Daniel John Sutherland2018Bachelor of Commerce (Finance and Marketing) - Curtin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Daniel Lee Fawcett0Bachelor of Business (Financial Planning) - RMIT University
 Daniel Mulcahy1986Industry Standard Education - RG146 specialist knowledge - Financial Planning Association of Australia (FPA)
 Daniel Skinner2014Bachelor of Commerce (Financial Planning) - Curtin University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Daran Thompson2004Advanced Diploma of Financial Services (Financial Planning) - RG146 Mentor Education Group ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ MAI769 Ethics for Financial Services - Deakin University
 Darren Lee Styles2001Bachelor of Commerce - University of Tasmania ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Darren Michael Connell2001Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Darren Paul Eldridge2018Diploma of Business - Victoria University ~ Diploma of Financial Planning - Integrity Education Group
 Darryl Ellis1989Industry Standard Education - RG146 specialist knowledge - Financial Planning Association of Australia (FPA)
 Darryl Phillip Prenzler2003Advanced Diploma of Financial Services (Financial Planning) - Tribeca
 Daryl Emmerson2012Bachelor of Economics - University of Adelaide ~ Certificate IV Financial Services (Finance/Mortgage Broking) - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ MAI769 Ethics for Financial Services - Deakin University
 David Allen2000Advanced Diploma of Financial Services (Financial Planning) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 David Christopher Gourley20067269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Industry Standard Education - RG146 specialist knowledge - Tribeca
 David Debono2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Integratec (Australia) Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploima of Financial Planning - Kaplan Professional
 David John Clark2003Bachelor of Commerce - Deakin University
 David John Jackson1994Diploma of Financial Planning - Deakin University
 David Leslie Lucas2016Bachelor of Commerce (Finance and Financial Planning) - Deakin University ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Intellitrain Pty Ltd ~ Graduate Diploma in Financial Planning - Finsia
 David Martin Banfield2004Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 David Mcniven1989Bachelor of Business (Accounting) - Charles Sturt University (CSU) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 David R Lewis2003Industry Standard Education - RG146 specialist knowledge - Tribeca
 David Robert Cummings2015Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certificate IV in Finance and Mortgage Broking - National Finance Institute ~ Diploma of Finance and Mortgage Broking Management - National Finance Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 David Thomas Coghlan2005Bachelor of Business (Marketing) - Australia Catholic University (ACU) ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Debra Lee Wills1992Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Debra Louise Hann1999Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Graduate Certificate in Financial Planning - Griffith University ~ MAI769 Ethics for Financial Services - Deakin University
 Delwen Ruth Dean20067269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Diploma of Financial Services (Financial Planning) - AMP Limited ~ Master of Financial Planning - Griffith University
 Derek Russell Schutz2001Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Graduate Diploma in Financial Planning - Kaplan Professional ~ MAI769 Ethics for Financial Services - Deakin University ~ Master of Financial Planning - Kaplan Professional
 Desmond Gordon Roll1997Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Diana Rogers2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma in Financial Planning - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional
 Digby John Hurst20057269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Business (Finance) - Edith Cowan University (ECU) ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Dominique Jane Riley2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Donald Benjaman Bell2014Bachelor of Business (Financial Planning) - RMIT
 Douglas Neal Cooke1971Diploma of Financial Planning - Deakin University
 Douglas Smith2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Economics - University of Western Australia
 Duncan Murray2014Advanced Diploma of Financial Plannng - Kaplan ~ Bachelor of Business - Victoria University ~ Diploma of Financial Planning - Kaplan
 Dusica Saric2005Certificate III in Financial Services (General Insurance) - AMP Limited ~ Diploma of Financial Services (Financial Planning) - AMP Limited ~ Graduate Certificate in Applied Finance - Kaplan Professional ~ Graduate Diploma in Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Eden Beau Smith2018Diploma of Financial Planning - Kaplan Professional ~ MAA728 Financial Behaviour and Decision Making - Deakin University
 Emily Jayne Baggio2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Financial Planning - Griffith University
 Emma Jane Bant2013Bachelor of Commerce - Deakin University
 Evan Byrnes1999Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Graduate Diploma in Applied Finance and Investment - Securities Institute
 Fenglin Jia2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ MAI769 Ethics for Financial Services - Deakin University ~ Master of Accounting - Australian National University (ANU) ~ Master of Business - Australian National University (ANU)
 Garry John Addison1997Industry Standard Education - RG146 specialist knowledge - Kaplan Professional
 Gary Ian Decru1994Bachelor of Business (Applied Economics) - Deakin University ~ Foundation Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Gary Winwood-smith2004Bachelor of Commerce (Financial Planning and Investments) - Griffith University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional
 Gene Robert Youl2001Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ MAA728 Financial Behaviour and Decision Making - Deakin University ~ MAI769 Ethics for Financial Services - Deakin University ~ MLI714 Financial Advice Regulation - Deakin University
 Geoffrey Axton1994Certificate in Accounting Business Studies - The department of education Tasmania ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Geoffrey Clive O'connor1970Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Gerald Stephen Gleeson1988Diploma of Business (Accounting) - RMIT University
 Gino Lorenzo Saggiomo1999Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services - Tribeca
 Giuseppe DI Mauro2000Bachelor of Commerce (Banking and Finance) - Curtin University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Glen Dale Chater2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Glen David Marshall2005Bachelor of Business (Accounting) - Queensland University of Technology (QUT) ~ Graduate Diploma in Financial Planning - Finsia
 Graeme John Collins1987Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Graeme Robert Drake1998Advanced Diploma of Financial Services (Financial Planning) - Tribeca
 Graham Anthony Taylor2006Bachelor of Business - University of Technology Sydney (UTS)
 Graham Wayne Cadman1986Diploma of Financial Planning - Deakin University
 Gregor John Andrew Mcqueen1998Bachelor of Business - Edith Cowan University (ECU) ~ Graduate Diploma in Financial Planning - Securities Institute ~ MA1769 Ethics for Financial Services - Deakin University
 Gregory Adam Bloom2013Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Gregory George Nuttall2007Diploma of Financial Services (Financial Planning) - AMP Limited
 Gregory John William Lyons1988Bachelor of Business (Accounting) - Queensland University of Technology (QUT) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Gregory Johnson2004Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Diploma of Financial Services (Financial Planning) - MLC Limited
 Gregory Paul O'connell2007Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - The University of Notre Dame Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Gregory Peter Dobrin2006Bachelor of Economics - University of New South Wales (NSW) ~ Diploma in Law - Legal Profession Admission Board (LPAB) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Henry Heng LI DO2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Financial Planning - Griffith University
 Hoa Vinh TA2014Bachelor of Commerce - Macquarie University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Hugh Christopherson2015Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Ian David Marsland2009Diploma of Financial Planning - Deakin University
 Ian Garvey2007Bachelor of Business (Financial Planning) - RMIT University ~ MAI769 Ethics for Financial Services - Deakin University ~ Master of Wealth Management - Deakin University
 Ian Peter Von Berg1980Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Graduate Diploma in Applied Finance and Investment - Securities Institute
 Ian Rupert Burkinshaw1987Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Jacob Aaslund2008Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Jacob Ruse2004Advanced Diploma of Financial Services (Financial Planning) - Financial Planning Association of Australia (FPA) ~ Bachelor of Commerce (Economics and Financial Planning) - University of Western Sydney ~ Certificate IV Financial Services (Finance/Mortgage Broking) - AAMC Training Group ~ Diploma of Finance and Mortgage Broking Management - AAMC Training Group
 Jake Anthony Muras2018Bachelor of Business - University of Newcastle ~ Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Kaplan Professional ~ GSBS6516 Ethics in Financial Services - University of Newcastle
 Jake Michael Krause2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Accounting & Finance) - Griffith University ~ Bachelor of International Business - Griffith University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 James Alexander Herman1987Industry Standard Education - RG146 Specialist knowledge - Financial Planning Association of Australia (FPA)
 James Keith2015Advanced Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Financial Planning - Finsia
 James Lonergan2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma in Applied Finance (Financial Planning) - Kaplan Professional
 James Mcgregor Hayes2010Diploma of Financial Services (Financial Planning) - Kaplan Professional
 James Rundle2010Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd
 James Silverstein2009Bachelor of Business (Banking & Finance) - Monash University ~ Bachelor of Business (Law) - Monash University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Financial Planning - Finsia ~ Graduate Diploma of Applied Finance - Kaplan Professional
 James Uezzell2012Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Association of Superannuation Funds of Australia Ltd (ASFA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional
 Jamie Stuart Woolley2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Finance & Economics) - Murdoch University ~ Diploma of Financial Planning - Kaplan Professional
 Jan Michelle Ellis2001Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Jane Christine Hellyer2011Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Janet Maguire2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Planning - Tribeca
 Janith Dinuka Perumathanthri2018Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Business and Commerce - Monash University ~ Diploma of Financial Planning - Monarch Institute
 Janrene Leong2018Bachelor of Commerce (Accounting & Finance) - Deakin University ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 Jared William John Baker2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Jason Barry Fleming2003Bachelor of Business - Central Queensland University (CQU) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Securities Institute
 Jason Belcher2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma in Financial Planning - Kaplan Professional
 Jason David Colling2011Bachelor of Commerce (Banking and Finance) - Curtin University ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Intellitrain Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Applied Finance and Investment - Securities Institute
 Jason Peter Hedlund1991Foundation Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Jennifer Louise Leonard19967269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Graduate Certificate in Financial Planning - Griffith University ~ Graduate Diploma of Financial Planning - Griffith University
 Jessica Joy Deamer2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Kaplan Professional
 Joanne Lesley O'brien2018Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 Joanne Renee Conolly2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Jodi Lynne Gleeson2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Certificate in Financial Planning - Griffith University ~ Master of Financial Planning - Griffith University
 Jody Louise Fleming2004Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 John Andrew Darby1982Advanced Diploma of Financial Services (Financial Planning) - GWM Adviser Services Ltd
 John Anthony D'alessandri1988Bachelor of Business - RMIT University ~ Diploma of Financial Planning - Deakin University
 John Elders2000Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca
 John Francis Bowman1983Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 John Paul Bartle2013Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Accounting & Finance) - Edith Cowan University (ECU) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Jordan William Daly2018Bachelor of Business and Commerce (Management) - Western Sydney University ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Joseph Ronald Cox2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Accounting - University of South Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Joshua David Pirie2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Banking and Finance) - Curtin University ~ Diploma of Financial Planning - Kaplan Professional ~ Professional Diploma in Stockbroking - Stockbrokers Association of Aust (formerly SDIA)
 Joshua James Pegler2017Bachelor of Finance - University of Adelaide ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Joshua Luke Snell2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Education ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional
 Joshua Matthew Corney2010Bachelor of Business - University of Tasmania ~ Graduate Diploma in Financial Planning - Finsia
 Juliette Avanes1993Master of Applied Finance - Macquarie University
 Justin Chandler2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd
 Kabindra Shrestha1998Bachelor of Business (Management) - Central Queensland University (CQU) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Kade Glenn Anthony2011Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Kaine Frew2014Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce (Financial Planning) - University of the Sunshine Coast (USC) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Kane Andrew Dalley1995Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma in Business Studies in Personal Financial Planning - Massey University
 Katherine Elise Mitchell2018Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Certificate IV Financial Services (Finance/Mortgage Broking) - AAMC Training Group ~ Diploma of Financial Planning - Mentor Education Pty Ltd ~ MAI769 Ethics for Financial Services - Deakin University
 Katrina Lucette Wood2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Management - University of Canberra ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Master of Financial Planning - Griffith University
 Kellie Lee Seymour1998Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Kerry Anne Millar1994Diploma of Financial Planning - Deakin University/FPA ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business Administration - James Cook University ~ Master of Professional Accounting - James Cook University
 Kevin James Flynn1990Bachelor of Economics - La Trobe University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Securities Institute
 Kieran Marc Pirie2018Bachelor of Commerce (Banking and Finance) - Curtin University ~ Diploma of Financial Planning - Kaplan Professional
 Kirsten Hitch2005Bachelor of Commerce (Economics and Financial Planning) - Deakin University
 Kristy Smith2003Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Bachelor of Business (Economics and Finance) - Edith Cowan University (ECU) ~ Bachelor of Economics - Murdoch University ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Kuan Keng Lim2008Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Bachelor of Arts (Accounting & Finance) - Manchester Metropolitan University ~ Certificate IV in Finance and Mortgage Broking - Australian College of Professionals ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Kye Anthony Harris2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business - Queensland University of Technology (QUT) ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Kym Clay Thyer1980Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Life Insurance - Australian Insurance Institute
 Kym James Vivian1998Diploma of Financial Services (Financial Planning) - Tribeca
 Lachlan Geoffrey Zimmer0Bachelor of Business (Accounting) - Monash University ~ Bachelor of Business (Banking and Finance) - Monash University ~ Diploma of Finance and Mortgage Broking Management - International Institute of Technology Pty Ltd (IIT) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Laurence James Poulter2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Arts (Economics) - The University of Manchester ~ Diploma of Financial Planning - Kaplan Professional
 Leanne Barbara Bull1985Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Leigh Michelle Jenkins1998Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional
 Leonardo Arico1990Diploma of Financial Planning - Deakin University
 Lesley Dana Duncan2002Associate Diploma of Business (Accounting) - Gordon Institute of TAFE ~ Bachelor of Commerce - Deakin University
 Lisa Osullivan1996Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Louise Laing2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Luke Andrews2010Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - Monash University ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Intellitrain Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Luke Priddis2004Diploma of Financial Advising - Securities Institute
 Luke Van Der Pligt2001Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Bachelor of Business (Accounting) - RMIT University
 Luke William Farrugia2018Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Lyndal Michelle Angove1999Bachelor of Business - Monash University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Malcolm John Davis1998Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Master of Business Administration - Deakin University
 Man Tran2012Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd
 Mark Andrew Ladds2013Industry Standard Education - RG146 Specialist Knowledge - Financial Planning Association of Australia (FPA)
 Mark Anthony Christopherson1998Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 Mark Christopher Barling1983Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Life Insurance - Australian Insurance Institute
 Mark John Hudson1992Bachelor of Commerce - University of Tasmania
 Mark Jonathon Yeomans1990Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Mat Allday2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Finance - La Trobe University ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Mathew Nolan Cassidy2003Bachelor of Commerce - Murdoch University
 Matthew George Kallis2004Bachelor of Business (Economics) - Queensland University of Technology (QUT) ~ Graduate Diploma of Financial Planning - Securities Institute ~ Master of Financial Planning - Griffith University
 Matthew Raymond Hawthorn2004Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 Matthew Rigby2011Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Economics and Finance) - Royal Melbourne Institute Of Technology ~ Diploma of Financial Services (Financial Planning) - Finsia
 Matthew Scott2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Melissa Azzopardi2003Industry Standard Education - RG146 Specialist Knowledge - Tribeca
 Melissa Gilbert1998Certificate in Financial Markets - Securities Institute ~ Diploma of Financial Planning - Deakin University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Michael Banks2014Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Economics - University of Sydney ~ Diploma of Financial Planning - Monarch Institute
 Michael Beal1995Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business Administration - Massey University ~ Master of Financial Planning - Kaplan Professional
 Michael Charles Anderson2006Bachelor of Commerce (Accounting and Financial Planning) - Deakin University ~ Certificate IV in Finance and Mortgage Broking - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Finance and Mortgage Broking Management - International Institute of Technology Pty Ltd (IIT)
 Michael Dobrin1990Diploma of Financial Services (Financial Planning) - Tribeca
 Michael Edward Brindley1985Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Michael James Molloy1992Bachelor of Arts (Economics) - University of New South Wales (NSW) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Michael Rowlands2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Michael Thrower2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - Plan Connect ~ Diploma of Financial Services (Financial Planning) - Integratec (Australia) Pty Ltd
 Michal Bodi2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Michelle June Veitch2001Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Mitchell Douglas Mackenzie2018Bachelor of Commerce (Economics) - University of Western Australia ~ Diploma of Financial Planning - Kaplan Professional ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Monica Nguyen2012Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd
 Myles Arthur Cronin1995Graduate Certificate in Financial Planning - Griffith University
 Natalie Bordun2005Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ MA1769 Ethics for Financial Services - Deakin University
 Nathan Torre2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Finance & Economics) - Curtin University ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Neville Campbell Martens1995Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - University of the Free State
 Nicholas Hatch2006Graduate Certificate in Financial Planning - Finsia
 Nicholas Robert Bowden2008Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Bachelor of Commerce (Banking and Finance) - University of Canberra ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Nick Fraietta2009Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Nicola Angelo Longo2015Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Nigel Adrian Jones1998Advanced Diploma of Financial Services (Financial Planning) - PS146 Training Australia (Mentor Education Pty Ltd)
 Nigel Patrick Han2013Bachelor of Commerce (Economics and Financial Planning) - Griffith University ~ Master of Commerce - Griffith University
 Patrick Anthony Sullivan1983Industry Standard Education - RG146 specialist knowledge - Kaplan Professional
 Patrick Charles Sheppard2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Banking and Finance) - University of Canberra ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Master of Financial Planning - University of New South Wales (NSW)
 Patrick Hancock2015Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Bachelor of Business - University of Newcastle ~ Bachelor of Economics - University of Newcastle ~ Bachelor of Finance - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Patrick Harrison Barry2000Bachelor of Commerce (International Business) - Curtin University ~ Master of Financial Planning - RMIT University
 Paul Aspropotamitis1997Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Paul David Boddington2018Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Certificate IV Financial Services (Finance/Mortgage Broking) - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group
 Paul Edward Brown2016Diploma of Financial Planning - Kaplan Professional
 Paul Gregory Blake2006Bachelor of Commerce (Finance & Economics) - Curtin University
 Paul Messerschmidt2000Diploma of Financial Advising - Securities Institute ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Paul Michael Dawson2017Bachelor of Commerce (Accounting) - University of Wollongong ~ Bachelor of Law - University of Wollongong ~ Diploma of Financial Planning - Monarch Institute ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Paul Robert Blomley2009Advanced Diploma of Financial Services (Financial Planning) - RG146 Mentor Education Group ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Paul Rowse1994Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Paul William Howden1996Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Deakin University
 Penny Chai2000Bachelor of Economics - University of Sydney ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Superannuation Management - Association of Superannuation Funds of Australia Ltd (ASFA)
 Peter Dallis Clout2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Peter Daniel White2013Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Economics and Finance) - RMIT University
 Peter Edward Blackett1997Associate Diploma of Business (Accounting) - TAFE NSW ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Peter Geoffrey Tucker2004Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Peter George Dunn1990Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Peter Ian Bergin1989Advanced Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Bachelor of Economics - University of Sydney ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Peter James Vivian1972Industry Standard Education - RG146 specialist knowledge - Financial Planning Association of Australia (FPA)
 Peter Knowling2009Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Peter Lawrence Gray1987Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd
 Peter Lei2002FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Securities Institute ~ Graduate Diploma in Financial Planning - Securities Institute
 Peter Meakin2009Advanced Diploma of Financial Services (Financial Planning) - Investment Banking Institute (IBI) ~ Diploma of Financial Services (Financial Planning) - Investment Banking Institute (IBI) ~ Graduate Certificate in Financial Planning - Deakin University
 Peter Nonnenmacher1991Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association
 Peter Rodney Audet19927269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Master of Financial Planning - Griffith University
 Peter Roy Allam1999Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Peter Zgouras2006Advanced Diploma of Financial Services (Financial Planning) - AMP Financial Planning ~ Bachelor of Commerce (Finance & Economics) - University of Western Sydney ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Traineeship Management Australia (TMA) ~ Certificate IV in Financial Planning - Integratec (Australia) Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Philip Cresp2009Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Diploma of Financial Planning - Mentor Education Pty Ltd ~ MAI728 Financial Behaviour and Decision Making (INTENSIVE) - Deakin University ~ MAI769 Ethics for Financial Services - Deakin University
 Philip Maylin1983Industry Standard Education - RG146 specialist knowledge - Integratec (Australia) Pty Ltd
 Phillip Douglas Cooke2005Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Porscha Louise Emmerson2017Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Diploma of Financial Planning - Mentor Education Pty Ltd ~ Graduate Certificate in Financial Planning - Griffith University ~ MAI769 Ethics for Financial Services - Deakin University
 Que Hong Di-leo2004Bachelor of Commerce (Economics and Finance) - University of Sydney ~ Graduate Diploma in Financial Planning - Securities Institute
 Raad Ahmad2014Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Bachelor of Business - Newport University ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Master of Professional Accounting - University of Canberra
 Rajesh Khatri1998Bachelor of Economics - University of Newcastle ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Plan Connect ~ Diploma of Finance and Mortgage Broking Management - AAMC Training Group ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Rakesh Kumar2007FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Industry Standard Education - RG146 specialist knowledge - Kaplan Professional
 Ralph Czichon1989Diploma of Financial Services (Financial Planning) - Tribeca
 Raymond John White1989Bachelor of Business - University of Tasmania ~ Master of Business Administration - University of Tasmania
 Rebecca Carr2005Bachelor of Commerce (Accounting & Finance) - University of Wollongong ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Remo Claudio Armando Venditti2017Bachelor of Commerce - Curtin University ~ Diploma of Finance and Mortgage Broking Management - Mentor Education Pty Ltd ~ Diploma of Financial Planning - Monarch Institute ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Chartered Accounting - Chartered Accountants Australia & New Zealand
 Renato Dicandido2011Advanced Diploma of Business (Marketing) - Northern Melbourne Institute of TAFE ~ Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Bachelor of Business - La Trobe University ~ Diploma of Financial Planning - Mentor Education Pty Ltd
 Rhett Maurice May1985Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Rhys Dylan Higgins2006Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ GSBS6516 Ethics in Financial Services - University of Newcastle
 Rhys Harley Yarran Springer2018Diploma of Financial Planning - Kaplan Professional
 Richard Algis Navakas1985Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Richard Brown2003Bachelor of Business - RMIT University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Richard Wyn Pritchard2015Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Certificate IV in Finance and Mortgage Broking - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 Robert Alan Dawson2002Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Bachelor of Commerce - University of New South Wales (NSW) ~ Graduate Diploma in Applied Finance and Investment - Securities Institute
 Robert Anthony Reid2010Advanced Diploma of Financial Services (Financial Planning) - MLC Limited ~ Diploma of Financial Services (Financial Planning) - Finsia ~ Master of Financial Planning - Kaplan Professional
 Robert Daniel1981Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Integratec (Australia) Pty Ltd
 Robert Desmond Wintour2000Bachelor of Business (Accounting) - Queensland University of Technology (QUT) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Robert Hand2012Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Bachelor of Commerce - University of Melbourne ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Robert Ian Lorrimar2018Bachelor of Commerce - University of Western Australia ~ Diploma of Financial Planning - Kaplan Professional
 Robert John DE Lepervanche1996Bachelor of Agricultural Economics - University of Sydney ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Robert Michael Switkowski2003Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Robert Neil Nicolson1985Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Rodney Brian Bird2000Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd ~ Graduate Certificate in Corporate Management - University of Tasmania
 Rodney Carlyle Turner Lord2015Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Bachelor of Business - University of Queensland ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd
 Rodney Charles Booker1999Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Rodney Roy Koch1986Diploma of Financial Planning - Deakin University
 Rodney William Johnston1986Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Roslyn Ann Johannesen1997Bachelor of Business - University of Technology Sydney (UTS) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Ross Alwynd Vanderwolf1981Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Ross Henry Johnson2000Industry Standard Education - RG146 specialist knowledge - Financial Planning Association of Australia (FPA)
 Roy Mcleod1998Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional
 Rushan Manoj Attygalla2017Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Ryan Leigh Erasmus2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Business Management - Central Institute of Technology ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate of Business (Finance) - Edith Cowan University (ECU) ~ Graduate Diploma of Business (Finance) - Edith Cowan University (ECU)
 Ryan Matthew Sullivan2018FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 SI Cheng2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Accounting & Finance) - University of New South Wales ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Analysis - University of New South Wales
 Sahar Dahesh2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Australis College ~ Master of Professional Accounting - University of Canberra
 Salvatore Pizzata2004Bachelor of Commerce - Curtin University ~ Graduate Diploma in Financial Planning - Finsia
 Samuel Bonello2016Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Sarah Louise Donald1999Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Scott Whitbread2013Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 Sean Osborne1997Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Sean Thomas2007Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Seng Choon Kwa2001Bachelor of Commerce - University of Western Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Shahin Saracoglu1997Bachelor of Business - University of Technology Sydney (UTS) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC Training Group
 Shane Carty2003Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Shane James Dwyer2008Bachelor of International Finance - Griffith University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Finsia
 Shane James Mitchell2002Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Bachelor of Business (Accounting & Finance) - Edith Cowan University (ECU) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Shane Paul Gourley2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Business - Griffith University
 Sharon Naomie Dooley2000Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Shiva Khabbaz-saberi20177269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Bachelor of Business - Edith Cowan University (ECU) ~ Diploma of Financial Planning - Kaplan Professional
 Silvestro Franco Granozio1987Industry Standard Education - RG146 specialist knowledge - Financial Planning Association of Australia (FPA)
 Simon Kendall Rowse2000Bachelor of Commerce - University of North Queensland
 Simon Matthew Johnson2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - Curtin University ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Simon Mcdonald2002Bachelor of Commerce (Finance, Marketing and Financial Planning) - Deakin University
 Stefan Nicholas Melito2016Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Bachelor of Commerce - University of South Australia ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Monarch Institute
 Stephen Adrian Moore2011Advanced Diploma of Financial Planning - MLC Limited ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Stephen Adrian Young2009Diploma of Financial Planning - Deakin University
 Stephen Catania2006Bachelor of Commerce (Economics and Financial Planning) - Curtin University ~ Bachelor of Commerce (Economics and Financial Planning) - Curtin University ~ Certificate IV Financial Services (Finance/Mortgage Broking) - AAMC Training Group
 Stephen Edward Duffy1996Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Stephen Gleeson2010Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Stephen Green2000Bachelor of Economics - Monash University ~ Graduate Diploma in Economic Studies - Monash University ~ Graduate Diploma in Financial Planning - Securities Institute
 Stephen John Harris2001Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional
 Stephen Louis Gamble2013Bachelor of Business (Accounting) - RMIT University ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT)
 Stewart Barrie Firth1994Bachelor of Business - Ballarat University College ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Stuart Holden2008Certificate IV Financial Services (Finance/Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Master of Professional Accounting - University of Southern Queensland (USQ)
 Stuart Norman Broadley1997Industry Standard Education - RG146 specialist knowledge - Financial Planning Association of Australia (FPA)
 Suhal Naser1997Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC Training Group ~ Graduate Diploma in Financial Planning - Finsia
 Susan Elizabeth Macklin1995Bachelor of Economics - University of Adelaide ~ Diploma of Financial Planning - Deakin University
 Susanne Bestwick1993Industry Standard Education - RG146 specialist knowledge - Integratec (Australia) Pty Ltd
 Swaif Khan1999Associate Diploma of Business - Other ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ MAI769 Ethics for Financial Services - Deakin University ~ Master of Applied Finance - Finsia
 Taylor Lee Ward2018Bachelor of Finance - Australian National University (ANU) ~ Diploma of Financial Planning - Kaplan Professional
 Theodore Papagiannis2003Advanced Diploma of Financial Services (Financial Planning) - AMP Limited ~ Diploma of Financial Services (Financial Planning) - AMP Limited
 Theothori Kotses2000Bachelor of International Business - Flinders University ~ Foundation Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ MAI769 Ethics for Financial Services - Deakin University
 Thi Nhung Nhi Tran2018Bachelor of Commerce (Financial Planning) - Deakin University ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Financial Planning - Deakin University
 Thomas Ilinkovski2003Certificate IV in Finance and Mortgage Broking - National Finance Institute ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Thomas Joseph O'shea2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Accounting) - Curtin University ~ Diploma of Financial Services (Financial Planning) - AMP Limited ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Timothy Campbell2005Bachelor of Business (Economics and Finance) - Royal Melbourne Institute Of Technology
 Timothy Meggitt2006Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Timothy Stallman1999Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Banking & Finance) - Queensland University of Technology (QUT)
 Tom Clancey2018Bachelor of Commerce (Finance and Financial Planning) - Deakin University
 Tony Dimitrovski2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Finance & Economics) - University of Wollongong ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Tracey Anne Corbett20187269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Diploma of Financial Planning - Monarch Institute ~ Graduate Certificate in Financial Planning - Griffith University
 Tracy Yirong Wan2010Bachelor of Economics - University of Western Australia ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional ~ Graduate Diploma in Applied Finance - Kaplan Professional
 Trent Doust2007Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma in Applied Finance - Kaplan Professional ~ Graduate Diploma in Financial Planning - Kaplan Professional
 Trevor Malcolm Kirby-smith1999Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma in Accounting - Technikon SA ~ Diploma of Cost and Management Accounting - Technikon Pretoria (South Africa) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma in Financial Planning - University of the Free State
 Tristan Lee Starcevic2014Diploma of Financial Planning - Monarch Institute ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Tristan Paul Seeto20187269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Banking & Finance) - Queensland University of Technology (QUT) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Financial Planning - Griffith University
 Troy Chapman2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Agricultural Economics - University of Sydney ~ Diploma of Financial Services (Financial Planning) - ThreeSixty
 Tyson James Gilbert2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Banking and International Finance - Flinders University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Vasileios Gartzonis2009Bachelor of Commerce (Finance & Economics) - University of Western Sydney ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Vicki Bryson1999Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Vijay Pravin Ghelani1999Bachelor of Commerce - Monash University ~ Diploma of Financial Planning - Deakin University ~ Master of Applied Finance - Kaplan Professional ~ Master of Financial Planning - Deakin University
 Vincent Armocida2017Bachelor of Finance - La Trobe University
 Wade Paul Robinson2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Economics & Finance) - Curtin University ~ Diploma of Business - SWANTAFE ~ Diploma of Financial Planning - Integrity Education Group
 Warwick Steven Abbott2006Advanced Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Wassim Adel Ghattas2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Accounting) - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Wendy Ruwoldt-keel2008Advanced Diploma of Financial Services (Financial Planning) - RG146 Mentor Education Group ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 William Bruce Bracey1988Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional
 William Justin Nicodin2018Bachelor of Business (International Business) - University of South Australia (UNISA) ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ MAA728 Financial Behaviour and Decision Making - Deakin University ~ MAI769 Ethics for Financial Services - Deakin University
 William Stuart Bale1993Bachelor of Commerce - University of Tasmania ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 William Tunbridge2018Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Bachelor of Commerce - Monash University ~ Diploma of Financial Planning - Mentor Education Pty Ltd
 Yanish Geerdharry2011Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Accounting and Finance) - Curtin University of Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Postgraduate Diploma in Commerce (Taxation) - Curtin University of Technology
 Yuen Loy Ngeow2003Bachelor of Arts with Bachelor of Commerce - Curtin University ~ Graduate Diploma in Financial Planning - Finsia
 Zahid Jamil1993Industry Standard Education - RG146 specialist knowledge - Financial Planning Association of Australia (FPA)
 Zheng Hai Zhang1988Certificate IV in Financial Planning - Integratec (Australia) Pty Ltd