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

Name First provided advice Qualification and trainings
 Aaron Douglas Klumpp 2008 Diploma 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 ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Aaron Teng Boon Wan 0 Bachelor of Business (Financial Planning) - Swinburne University of Technology
 Aaron Walters 2016 Bachelor of Business (Accounting & Finance) - Edith Cowan University (ECU) ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Adam Huy Lai 2017 Bachelor of Commerce (Accounting and Financial Planning) - Griffith University ~ Bachelor of Commerce (Accounting and Financial Planning) - Griffith University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Adam Mcredmond 2011 Bachelor of Commerce (Commercial Law, Finance and Financial Planning) - Deakin University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional
 Alan Keith Thomas 1996 Bachelor of Business - Western Australia College of Advanced Education ~ Diploma of Financial Planning - Deakin University
 Alberto Nellini 2001 Diploma of Financial Services (Financial Planning) - Tribeca
 Alicia Simone Honey 2022 Diploma of Financial Planning - Kaplan Professional ~ FPC001B Economic and Legal Context in 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
 Alison Belinda Greenwood 1999 Bachelor of Arts (Accounting) - University of Tasmania ~ Diploma of Business Management - TAFE Tasmania ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Amy Louise Lye 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of 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
 Andrea Collins 2005 Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ MAI769 Ethics for Financial Services - Deakin University
 Andrea Elmargi 2001 Bachelor of Commerce (Financial Services) - University of Western Sydney ~ 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
 Andrew Bernard Kantas 2002 Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Andrew David Wieman 1999 Advanced 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
 Andrew Gillon 2002 Bachelor of Commerce (Accounting) - Deakin University ~ FPC002B - Ethics and professionalism in financial planning - Kaplan Professional ~ Graduate Diploma in Applied Finance and Investment - Kaplan Professional
 Andrew James Carmichael 2017 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Griffith University ~ 7269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Bachelor of Commerce (Finance) - University of Queensland ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Griffith University
 Andrew John Vines 2002 Diploma of Financial Services (Financial Planning) - Tribeca
 Andrew Mark Alston 2022 Bachelor of Business Science - University of Kwazulu-Natal ~ 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
 Andrew Squires 2015 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Applied Finance with Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Services - Integrity Education Group
 Andrew Thomas Harris 1995 Diploma of Financial Planning - Deakin University ~ MAA728 Financial Behaviour and Decision Making - Deakin University ~ MAA769 Ethics for Financial Services - Deakin University
 Andrew Wayne Pullen 2016 Bachelor 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 Pidd 2018 Advanced Diploma of Financial Planning - Investment Banking Institute (IBI) ~ Diploma of Financial Services (Financial Planning) - Investment Banking Institute (IBI) ~ Graduate Diploma of Financial Planning - Deakin University ~ MAA728 Financial Behaviour and Decision Making - Deakin University ~ MAI769 Ethics for Financial Services - Deakin University
 Angelo Christopher Zerella 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of South Australia ~ Diploma of Financial Planning - Kaplan Professional ~ MAI769 Ethics for Financial Services - Deakin University
 Anjali Das 2018 7269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Diploma of Financial Planning - Kaplan Professional ~ MAA728 Financial Behaviour and Decision Making - Deakin University
 Anthonie Christoffel Bosch 2016 Advanced 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 Pereira 1997 Bachelor 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 James Pearson 2001 7159AFE/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 Paino 2005 Bachelor of Finance - La Trobe University ~ Graduate Diploma of Financial Planning - Finsia
 Anton Mann 2010 Advanced 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
 Ashish Suresh Siddam 2017 Advanced 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
 Ben O'bryan 2005 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Finsia ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Commerce (Financial Planning) - University of Western Sydney
 Ben Savige 2010 Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Finsia
 Benjamin Dean Tyler 2018 Advanced 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 Michael Rantall 2022 Bachelor of Commerce (Accounting and Financial Planning) - Deakin University
 Bettina Kathleen Monello 1998 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Bradley John Lonergan 1998 Advanced 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 of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Brendan James Bryan 2003 Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Brent William O'byrne 2016 Advanced Diploma of Financial Planning - Kaplan Professional ~ 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
 Brett John Mahony 2002 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Economics - Monash University
 Bruce Ewan Haszard 2001 Bachelor of Economics - La Trobe University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Bruce Kevin Grieve 2007 Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Bachelor of Commerce - University of Port Elizabeth ~ Diploma of Financial Planning - Mentor Education Pty Ltd
 Bruce Parkinson 1983 Bachelor of Business (Accounting) - Western Australia College of Advanced Education
 Callum Howard 2001 Bachelor of Business (Financial Planning) - RMIT University ~ MAI769 Ethics for Financial Services - Deakin University
 Cameron Grant Smith 1989 Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Cameron John Tynan 2018 GSBS6516 Ethics in Financial Services - University of Newcastle ~ Master of Applied Finance - Charles Sturt University (CSU)
 Cameron Wallace Smith 2014 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Finance) - Southern Cross University (SCU) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Carina Lee Lane 2007 Advanced 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
 Cedric Simba Benza 0 Bachelor of Business (Accountancy) - RMITUniversity ~ Bachelor of Business (Financial Plannning) - RMITUniversity
 Chantal Henderson 2018 Bachelor of Business (Financial Planning) - RMIT University ~ MAI769 Ethics for Financial Services - Deakin University
 Chantel Munro 2009 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Charles Bernard Sullivan 2024 Bachelor of Commerce (Economics and Financial Planning) - Deakin University
 Chris Catalovski 2005 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Economics - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Securities Institute ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Chris Matthies 2010 Advanced 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
 Christopher John Appla 2018 Bachelor of Commerce (Finance & Economics) - University of Melbourne ~ Diploma of Financial Planning - Kaplan Professional ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Christopher Leonard EY 2006 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Banking and Finance) - Queensland University of Technology (QUT) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Christopher Manthey 2007 Advanced 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 Littley 1995 Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Christopher Michael Brennan 2022 Bachelor of Commerce - Macquarie University ~ FPC001B Economic and Legal Context in 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
 Christopher Michael Pereira 2016 Bachelor of Commerce (Economics and Financial Planning) - Curtin University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Clinton Smith 2000 Bachelor of Business (Financial Planning) - RMIT University
 Colin Francis Hone 1996 Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - Plan Connect
 Con Manos 2015 Advanced 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 Green 1996 Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Financial Planning - University of the Sunshine Coast (USC) ~ Master of Financial Planning - Deakin University
 Craig Hughes 1999 Bachelor of Commerce (Finance & Economics) - University of Western Sydney ~ Master of Commerce (Financial Planning) - University of Western Sydney
 Craig Nicholas Todd 1997 Bachelor of Economics - University of Western Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Craig Ronald Gibson 1986 Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Craig Steven Ball 1988 Diploma of Financial Services (Financial Planning) - Integratec (Australia) 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 ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Dallas Leigh Ludeman 1998 Bachelor of Business (Accounting) - Deakin University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Damien Robert Peterson 2006 Bachelor of Business - Royal Melbourne Institute Of Technology ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Damon Clay Tuthill 0 Graduate Diploma in Financial Planning - Western Sydney University
 Daniel Bruce Mccarthy 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Superannuation - Association of Superannuation Funds of Australia Ltd (ASFA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Daniel Eugene Mcervale 2009 Advanced 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 Lee Fawcett 2022 Advanced Diploma of Business (Accounting) - Bendigo TAFE ~ Bachelor of Business (Financial Planning) - RMIT University
 Daniel Mulcahy 1986 Industry Standard Education - RG146 specialist knowledge - Financial Planning Association of Australia (FPA)
 Daniel Skinner 2014 Bachelor of Commerce (Financial Planning) - Curtin University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Daran Thompson 2004 Advanced Diploma of Financial Services (Financial Planning) - RG146 Mentor Education Group ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ MAA728 Financial Behaviour and Decision Making - Deakin University ~ MAI769 Ethics for Financial Services - Deakin University
 Darren Lee Styles 2001 Bachelor of Commerce - University of Tasmania ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Darren Michael Connell 2001 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Darren Paul Eldridge 2018 Diploma of Business - Victoria University ~ Diploma of Financial Planning - Integrity Education Group
 Darryl Phillip Prenzler 2003 Advanced Diploma of Financial Services (Financial Planning) - Tribeca
 David Allen 2000 Advanced Diploma of Financial Services (Financial Planning) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC007B Client Engagement Skills - Kaplan Professional
 David Christopher Gourley 2006 7269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Industry Standard Education - RG146 specialist knowledge - Tribeca
 David John Clark 2003 Bachelor of Commerce - Deakin University ~ MAI769 Ethics for Financial Services - Deakin University
 David Mcniven 1989 Bachelor of Business (Accounting) - Charles Sturt University (CSU) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 David Thomas Coghlan 2005 Bachelor of Business (Marketing) - Australia Catholic University (ACU) ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Debra Lee Wills 1992 Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Debra Louise Hann 1999 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Griffith University ~ Diploma 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 Dean 2006 7269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Diploma of Financial Services (Financial Planning) - AMP Limited ~ Master of Financial Planning - Griffith University
 Desley Rae Zunker 2006 Advanced 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
 Diana Rogers 2004 Advanced 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
 Dominique Jane Riley 2009 Advanced 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 Financial Planning - Kaplan Professional
 Donald Benjaman Bell 2014 Bachelor of Business (Financial Planning) - RMIT University
 Duncan Murray 2014 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - Victoria University ~ Diploma of Financial Planning - Kaplan Professional
 Eden Beau Smith 2018 Diploma of Financial Planning - Kaplan Professional ~ MAA728 Financial Behaviour and Decision Making - Deakin University
 Elisa Evelyn Simpson 2016 Associate Diploma of Business (Accounting) - Holmesglen Institute of TAFE ~ Certificate IV in Financial Services - Australian and New Zealand Institute of Insurance and Finance ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional
 Emma Jane Bant 2013 Bachelor of Commerce (Finance, Accounting and Financial Planning) - Deakin University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Evan Byrnes 1999 Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Graduate Diploma in Applied Finance and Investment - Securities Institute
 Garry John Addison 1997 Industry Standard Education - RG146 specialist knowledge - Kaplan Professional
 Gary Ian Decru 1994 Bachelor of Business - Deakin University ~ Foundation Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Gary Winwood-smith 2004 Bachelor of Commerce (Financial Planning and Investments) - Griffith University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional
 Gene Robert Youl 2001 Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Financial Planning - Deakin University ~ MAA728 Financial Behaviour and Decision Making - Deakin University ~ MAI769 Ethics for Financial Services - Deakin University ~ MLI714 Financial Advice Regulation - Deakin University
 Geoffrey Axton 1994 Certificate in Accounting Business Studies - The department of education Tasmania ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Glen David Marshall 2005 Bachelor of Business (Accounting) - Queensland University of Technology (QUT) ~ Graduate Diploma in Financial Planning - Finsia
 Graeme John Collins 1987 Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Graeme Robert Drake 1998 Advanced Diploma of Financial Services (Financial Planning) - Tribeca
 Gregor John Andrew Mcqueen 1998 Bachelor of Business - Edith Cowan University (ECU) ~ Graduate Diploma in Financial Planning - Securities Institute ~ MAI769 Ethics for Financial Services - Deakin University
 Gregory Adam Bloom 2013 Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Gregory George Nuttall 2007 Diploma of Financial Services (Financial Planning) - AMP Limited
 Gregory John William Lyons 1988 Bachelor 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 Johnson 2004 Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Diploma of Financial Services (Financial Planning) - MLC Limited
 Gregory Paul O'connell 2007 Advanced 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 Dobrin 2006 Bachelor 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 DO 2008 Advanced 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
 Ian David Marsland 2009 Diploma of Financial Planning - Deakin University ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Ian Garvey 2007 Bachelor of Business (Financial Planning) - RMIT University ~ MAI769 Ethics for Financial Services - Deakin University ~ Master of Wealth Management - Deakin University
 Ian Peter Von Berg 1980 Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Applied Finance and Investment - Securities Institute
 Jack Trewin Tossol 2024 Bachelor of Commerce (Accounting & Finance) - University of Melbourne ~ 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
 Jacob Aaslund 2008 Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ MAA728 Financial Behaviour and Decision Making - Deakin University ~ MAA769 Ethics for Financial Services - Deakin University
 Jacob Ruse 2004 Advanced 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 Muras 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor 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 Krause 2012 Advanced 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 Keith 2015 Advanced Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Financial Planning - Finsia
 James Mcgregor Hayes 2010 Diploma of Financial Services (Financial Planning) - Kaplan Professional
 James Paul Middleton 0 FINS5510 Personal Financial Planning and Management - University of New South Wales (NSW) ~ FINS5537 Financial Planning Advice and Ethics - University of New South Wales (NSW) ~ Master of Commerce - University of New South Wales (NSW) ~ TABL5511 Legal Foundations of Business - University of New South Wales (NSW)
 James Rundle 2010 Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ MAI769 Ethics for Financial Services - Deakin University
 James Silverstein 2009 Bachelor 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 in Applied Finance - Kaplan Professional
 James Uezzell 2012 Advanced 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
 Jane Christine Hellyer 2011 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Janet Maguire 2010 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Planning - Tribeca
 Jared William John Baker 2015 Advanced 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
 Jasmine Amber Spinelli 0 BFA515 Ethics and Professionalism - University of Tasmania ~ Graduate Diploma of Financial Planning - University of Tasmania
 Jason Barry Fleming 2003 Bachelor of Business - Central Queensland University (CQU) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Securities Institute
 Jason David Colling 2011 Bachelor 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 Hedlund 1991 Foundation Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Jason Raymond Breach 2014 Diploma of Financial Planning - Kaplan Professional ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Jeremy Taylor 2004 Bachelor of Commerce - University of Western Australia ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Jessica Joy Deamer 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Kaplan Professional
 Jessie Crozier 2014 Diploma of Financial Planning - Monarch Institute
 Jodi Lynne Gleeson 2015 Advanced 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 Fleming 2004 Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Johannus Theodorus Helena Linskens 1982 Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 John Elders 2000 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ 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
 John Paul Bartle 2013 Advanced 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 Thomas Mackellar 0 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
 Joshua David Pirie 2016 Advanced 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 Matthew Corney 2010 Bachelor of Business - University of Tasmania ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Finsia
 Kade Glenn Anthony 2011 Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Kalen Starr Hopkins 2018 Advanced 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 ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Kane Andrew Dalley 1995 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Business Studies in Personal Financial Planning - Massey University
 Karen-ann Otto 2015 Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Katrina Lucette Wood 2005 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Management - University of Canberra ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Griffith University
 Kevin James Flynn 1990 Bachelor 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 Pirie 2018 Bachelor of Commerce (Banking and Finance) - Curtin University ~ Diploma of Financial Planning - Kaplan Professional
 Kiri Anne Taupo 2015 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Kirsten Hitch 2005 Bachelor of Commerce (Economics and Financial Planning) - Deakin University ~ MAI769 Ethics for Financial Services - Deakin University
 Kristy Margaret Highway 2003 Advanced 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
 Kurt Stephen Tonzing 2018 Bachelor of Accounting - La Trobe university ~ Bachelor of Finance - La Trobe university ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Kyle Gary Ross Richmond 2018 Bachelor of Business (Banking & Finance) - Monash University ~ Diploma of Financial Planning - Mentor Education Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Kyle O'connor 2022 Bachelor of Commerce (Financial Planning) - Deakin University
 Kylie Anne Wendt 2023 Diploma 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 ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Lachlan Geoffrey Zimmer 2021 Bachelor of Business (Accounting) - Monash University ~ Bachelor of Business (Banking & Finance) - Monash University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Lachlan James Brown 2024 Bachelor of Business (Financial Planning) - RMIT University
 Lachlan Roarke Edward Knight 2023 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 ~ Master of Banking and Finance - Monash University
 Laurence James Poulter 2015 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Arts in Economic and Social Studies - The University of Manchester ~ Diploma of Financial Planning - Kaplan Professional
 Leanne Barbara Bull 1985 Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Leigh Michelle Jenkins 1998 Advanced Diploma of Financial Planning - Kaplan Professional ~ 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
 Leonardo Arico 1990 Diploma of Financial Planning - Deakin University ~ Graduate Certificate in Financial Planning - Griffith University
 Lisa Jane Taylor 2003 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Business (Finance) - Deakin University ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Lisa Osullivan 1996 Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Luke Andrews 2010 Advanced 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 Van Der Pligt 2001 Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Bachelor of Business (Accounting) - RMIT University
 Luke William Farrugia 2018 Advanced 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 ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Lyndal Michelle Angove 1999 Bachelor of Business - Monash University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Lyndon James Piastri 2016 Advanced 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
 Malcolm John Davis 1998 Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Master of Business Administration - Deakin University
 Mark Andrew Ladds 2013 Industry Standard Education - RG146 Specialist Knowledge - Financial Planning Association of Australia (FPA)
 Mark Christopher Barling 1983 Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Life Insurance - Australian Insurance Institute
 Mark John Hudson 1992 Bachelor of Commerce - University of Tasmania
 Mark Jonathon Yeomans 1990 Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Mark Neyland 2007 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC001B Economic and 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
 Mark Robert Hams 2023 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Griffith University ~ 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Griffith University ~ 7269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Graduate Diploma of Financial Planning - Griffith University
 Mat Allday 2007 Advanced 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 Cassidy 2003 Bachelor of Commerce - Murdoch University
 Matthew George Kallis 2004 Bachelor of Business (Economics) - Queensland University of Technology (QUT) ~ Graduate Diploma of Financial Planning - Securities Institute ~ Master of Financial Planning - Griffith University
 Matthew Phillip Barker 0 Graduate Diploma of Financial Planning - Deakin University ~ MAA728 Financial Behaviour and Decision Making - Deakin University ~ MAA769 Ethics for Financial Services - Deakin University ~ MLC714 Financial Advice Regulation - Deakin University
 Matthew Raymond Hawthorn 2004 Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 Matthew Scott 2017 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Megan Margaret Cull 2017 Bachelor of Commerce (Accounting and Financial Planning) - Deakin University ~ MAI728 Financial Behaviour and Decision Making (INTENSIVE) - Deakin University ~ MAI769 Ethics for Financial Services - Deakin University ~ MLI714 Financial Advice Regulation - Deakin University
 Melissa Azzopardi 2003 Industry Standard Education - RG146 Specialist Knowledge - Tribeca
 Melissa Gilbert 1998 Certificate in Financial Markets - Securities Institute ~ Diploma of Financial Planning - Deakin University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Michael Aaron Osbourne 2005 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Michael Charles Anderson 2006 Bachelor 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 Edward Brindley 1985 Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Michael Rowlands 2014 Advanced 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 ~ FPC007B Client Engagement Skills - Kaplan Professional
 Michael Thrower 2004 Advanced 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 Bodi 2005 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ 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
 Michelle June Veitch 2001 Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ MAI769 Ethics for Financial Services - Deakin University
 Mitchell Douglas Mackenzie 2018 Bachelor 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 ~ FPC007B Client Engagement Skills - Kaplan Professional
 Mitchell James Brown 0 FPC001B Economic and 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
 Monica Anne Maguire 2000 Bachelor of Business (Banking & Finance) - Charles Sturt University (CSU) ~ Graduate Diploma in Financial Planning - Securities Institute
 Myles Arthur Cronin 1995 Graduate Certificate in Financial Planning - Griffith University
 Natalie Bordun 2005 Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Financial Planning - Deakin University ~ MAA728 Financial Behaviour and Decision Making - Deakin University ~ MAI769 Ethics for Financial Services - Deakin University
 Nathan Tiberi 2004 Advanced Diploma of Financial Services (Financial Planning) - Deakin Financial Services Pty Ltd
 Nathan Torre 2016 Advanced 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 Martens 1995 Advanced 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
 Niall John Hughes 2018 Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Bachelor of Commerce (Finance & Economics) - Curtin University ~ Diploma of Financial Planning - Mentor Education Pty Ltd
 Nicholas Hatch 2006 Graduate Certificate in Financial Planning - Finsia
 Nicholas Robert Bowden 2008 Advanced 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
 Nicola Angelo Longo 2015 Advanced Diploma 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 ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Patrick Hancock 2015 Advanced 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 ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Patrick Harrison Barry 2000 Bachelor of Commerce (International Business) - Curtin University ~ Master of Financial Planning - RMIT University
 Paul Aspropotamitis 1997 Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Paul Brendon Cameron 2002 Advanced 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 ~ FPC007B Client Engagement Skills - Kaplan Professional
 Paul David Boddington 2018 Advanced 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 ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Paul Gregory Blake 2006 Bachelor of Commerce (Economics and Financial Planning) - Curtin University
 Paul Robert Blomley 2009 Advanced Diploma of Financial Services (Financial Planning) - RG146 Mentor Education Group ~ 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
 Paul Rowse 1994 Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Paul William Howden 1996 Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Deakin University
 Peter Dallis Clout 2004 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Peter Gerard Bond 2005 Bachelor of Commerce - University of Tasmania ~ Graduate Diploma of Financial Planning - Finsia
 Peter Lei 2002 FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Securities Institute ~ Graduate Diploma in Financial Planning - Securities Institute
 Peter Meakin 2009 Advanced 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 Rodney Audet 1992 7269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Master of Financial Planning - Griffith University
 Phillip Douglas Cooke 2005 Advanced 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
 Porscha Louise Emmerson 2017 Advanced 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
 Raad Ahmad 2014 Advanced 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 Khatri 1998 Bachelor 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)
 Raymond John White 1989 Bachelor of Business - University of Tasmania ~ Master of Business Administration - University of Tasmania
 Renato Dicandido 2011 Advanced 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
 Rhys Dylan Higgins 2006 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC007B Client Engagement Skills - Kaplan Professional ~ GSBS6516 Ethics in Financial Services - University of Newcastle
 Richard Brown 2003 Bachelor of Business - RMIT University ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Richard James Grimshaw 2000 Bachelor of Business (Banking & Finance) - Monash University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Robert Anthony Reid 2010 Advanced Diploma of Financial Services (Financial Planning) - MLC Limited ~ Diploma of Financial Services (Financial Planning) - Finsia ~ Master of Financial Planning - Kaplan Professional
 Robert Daniel 1981 Advanced 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 Wintour 2000 Bachelor of Business (Accounting) - Queensland University of Technology (QUT) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Robert Hand 2012 Advanced 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 Lorrimar 2018 Bachelor of Commerce - University of Western Australia ~ Diploma of Financial Planning - Kaplan Professional ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional
 Robert John DE Lepervanche 1996 Bachelor of Agricultural Economics - University of Sydney ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Robert Michael Switkowski 2003 Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Rodney Charles Booker 1999 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Rodney Roy Koch 1986 Diploma of Financial Planning - Deakin University
 Rodney William Johnston 1986 Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Ryan James Halliday 2023 Bachelor of Commerce - University of Wollongong ~ 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
 Ryan Leigh Erasmus 2018 7269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Graduate Certificate of Business (Finance) - Edith Cowan University (ECU) ~ Graduate Diploma of Business (Finance) - Edith Cowan University (ECU) ~ Master of Finance - Griffith University ~ Master of Financial Planning - Griffith University
 Ryan Matthew Sullivan 2018 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 ~ Master of Financial Planning - Kaplan Professional
 Sahar Dahesh 2016 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Australis College ~ Master of Professional Accounting - University of Canberra
 Samuel Bonello 2016 Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Sarah Louise Donald 1999 Diploma 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 Andrew Kilvington 2000 Bachelor of Business (Management) - Queensland Institute of Technology (QIT) ~ Certificate of Superannuation Management - Association of Superannuation Funds of Australia Ltd (ASFA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Life Insurance - AUSTRALIAN AND NEW ZEALAND INSTITUTE OF INSURANCE AND FINANCE ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Sean Adrian Spencer 1991 Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Sean Osborne 1997 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Sean Thomas 2007 Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Shahin Saracoglu 1997 Bachelor 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 Carty 2003 Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Shane James Dwyer 2008 Bachelor of International Finance - Griffith University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Finsia
 Shane Paul Gourley 2004 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Business - Griffith University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Sharon Naomie Dooley 2000 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Shireen Hui Chiat Tan 2023 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Griffith University ~ 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Griffith University ~ 7269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Bachelor of Commerce (Accounting & Finance) - University of Queensland ~ Master of Financial Planning - Griffith University
 Silvestro Franco Granozio 1987 Industry Standard Education - RG146 specialist knowledge - Financial Planning Association of Australia (FPA)
 Simon Mcdonald 2002 Bachelor of Commerce (Finance, Marketing and Financial Planning) - Deakin University ~ MAI769 Ethics for Financial Services - Deakin University
 Simon Peter Babbage 1994 Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Stephen Adrian Moore 2011 Advanced Diploma of Financial Planning - MLC Limited ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Stephen Adrian Young 2009 Diploma of Financial Planning - Deakin University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Stephen Gleeson 2010 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Stephen Green 2000 Bachelor of Economics - Monash University ~ Graduate Diploma in Economic Studies - Monash University ~ Graduate Diploma in Financial Planning - Securities Institute
 Stephen John Harris 2001 Diploma 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 ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Steven Stolle 2017 Advanced Diploma of Financial Planning - Kaplan Professional ~ 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
 Stewart Barrie Firth 1994 Bachelor of Business - Ballarat University College ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Stuart Holden 2008 Certificate IV Financial Services (Finance/Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Professional Accounting - University of Southern Queensland (USQ)
 Suhal Naser 1997 Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC Training Group ~ Graduate Diploma in Financial Planning - Finsia
 Susanne Bestwick 1993 FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ Industry Standard Education - RG146 specialist knowledge - Integratec (Australia) Pty Ltd
 Sylvia Mason 0 Bachelor of Business (Financial Planning) - RMIT University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Taylor Lee Ward 2018 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Griffith University ~ 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Griffith University ~ 7269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Bachelor of Finance - Australian National University (ANU) ~ Master of Financial Planning - Griffith University
 Tessa Chin 0 Bachelor of Mathematics and Finance (Honours)(Dean's Scholar) Financial Planning - University of Wollongong ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Theodore Papagiannis 2003 Advanced Diploma of Financial Services (Financial Planning) - AMP Limited ~ Diploma of Financial Services (Financial Planning) - AMP Limited ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Thi Nhung Nhi Tran 2018 Bachelor of Commerce (Financial Planning) - Deakin University ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Financial Planning - Deakin University
 Thomas Andrew Hoy 0 Bachelor of Commerce (Economics and Finance) - The University of Newcastle Australia ~ FPC001B Economic and 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
 Thomas Jack Livingstone 2024 Bachelor of Business (Accounting and Financial Planning) - Swinburne University of Technology
 Timothy Campbell 2005 Bachelor of Business (Economics and Finance) - Royal Melbourne Institute Of Technology ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Tom Clancey 2018 Bachelor of Commerce (Finance and Financial Planning) - Deakin University
 Tony Dimitrovski 2011 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Finance & Economics) - University of Wollongong ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Tracy Yirong Wan 2010 Bachelor 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 Doust 2007 Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma in Applied Finance - Kaplan Professional ~ Graduate Diploma in Financial Planning - Kaplan Professional
 Trevor Malcolm Kirby-smith 1999 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Cost and Management Accounting - Technikon SA ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - University of the Free State ~ Postgraduate Diploma in Financial Planning - University of the Free State
 Tristan Lee Starcevic 2014 Diploma of Financial Planning - Monarch 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 ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Tristan Paul Seeto 2018 7269AFE/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 Chapman 2010 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Agricultural Economics - University of Sydney ~ Diploma of Financial Services (Financial Planning) - ThreeSixty
 Tyson James Gilbert 2008 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Banking and International Finance - Flinders University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ MAI769 Ethics for Financial Services - Deakin University
 Tyson Ray Darley 2022 Bachelor of Commerce (Finance) - La Trobe University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Tyson Thomas Matthews 2018 Advanced Diploma of Accounting - TAFE NSW ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Vijay Pravin Ghelani 1999 Bachelor of Commerce - Monash University ~ Diploma of Financial Planning - Deakin University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional ~ Master of Financial Planning - Deakin University
 Vincent Armocida 2017 Bachelor of Finance - La Trobe University
 Wade Paul Robinson 2017 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Finance & Economics) - Curtin University ~ Diploma of Business - SWANTAFE ~ Diploma of Financial Planning - Integrity Education Group
 Wai Yee Tang 2012 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Banking and Finance) - Curtin University ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Commerce (Economics and Finance) - Curtin University
 Wassim Adel Ghattas 2016 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Accounting) - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Wesley Stuart Mann 2009 Bachelor of Business (Accounting) - Phillip Institute of Technology ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 William Bruce Bracey 1988 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 William Justin Nicodin 2018 Bachelor 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 Bale 1993 Bachelor of Commerce - University of Tasmania ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 William Tunbridge 2018 Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Bachelor of Commerce - Monash University ~ Diploma of Financial Planning - Mentor Education Pty Ltd