This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
derivatives; and
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.
Name | First provided advice | Qualification and trainings |
---|---|---|
Aaron Douglas Klumpp | 2008 | 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 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 James Cameron | 0 | " Graduate Diploma of Financial Planning" - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ 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 |
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 |
Andrew Alexander Grace | 2022 | Bachelor of Finance and Economics - Murdoch University ~ Certificate IV Financial Services (Finance/Mortgage Broking) - MyFENG ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - MyFENG ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Graduate Diploma of Financial Planning - Central Queensland University (CQU) |
Andrew Bernard Kantas | 2002 | Diploma of Financial Planning - Financial Planning Association of Australia (FPA) |
Andrew Burnett | 1996 | Bachelor of Commerce - James Cook University ~ Diploma of Financial Services (Financial Planning) - Tribeca |
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 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 James Pain | 2004 | Bachelor of Economics - Macquarie University ~ Bachelor of Economics - Macquarie University ~ Graduate Diploma in Financial Planning - Securities Institute ~ Graduate Diploma in Financial Planning - Securities Institute |
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 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 Tynan | 2003 | Bachelor of Business - The Darling Downs Institute of Advanced Education ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional |
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) ~ Diploma of Financial Services - Investment Banking Institute (IBI) ~ 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 |
Ashley John Walz | 2014 | Advanced 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 |
Ben O'bryan | 2005 | Advanced 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 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 Keith Armstrong | 2000 | Bachelor of Commerce (Banking and Finance) - Curtin University ~ Graduate Diploma in Financial Planning - Securities Institute |
Benjamin Michael Rantall | 2022 | Bachelor of Commerce (Accounting and Financial Planning) - Deakin University |
Benjamin O'connor | 2005 | Advanced 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 |
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 |
Brady Richard Black | 2005 | Bachelor of Business (Applied Finance) - University of New England ~ Diploma of Financial Services (Financial Planning) - Tribeca |
Brendan James Bryan | 2003 | Diploma of Financial Planning - Financial Planning Association of Australia (FPA) |
Brendan Stuart Burrows | 2004 | Bachelor of Commerce - University of Wollongong ~ Bachelor of Commerce - University of Wollongong ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Securities Institute ~ Graduate Diploma in Financial Planning - Securities Institute |
Brent William O'byrne | 2016 | 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 |
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 |
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 | 0 | 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 |
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 |
Dale Bryan Smith | 2015 | Diploma of Financial Planning - Integrity Education Group ~ MAA769 Ethics for Financial Services - Deakin University |
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) |
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 Edward Yabsley | 0 | AYN457 Financial Planning Principles and Regulation - Queensland University of Technology (QUT) ~ AYN458 Ethics and Professional Relationships - Queensland University of Technology (QUT) ~ Bachelor of Business (Finance) - Queensland University of Technology (QUT) ~ EFN520 Behavioural Client Management - Financial Planning (Capstone) - Queensland University of Technology (QUT) ~ Graduate Diploma in Business (Financial Planning) - Queensland University of Technology (QUT) |
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 |
Derek Russell Schutz | 2001 | Diploma 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 |
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 ~ 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 |
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 |
Hoa Vinh TA | 2014 | Bachelor of Commerce - Macquarie University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional |
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 |
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 Lonergan | 2004 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma in Applied Finance (Financial Planning) - Kaplan Professional |
James Mcgregor Hayes | 2010 | Diploma of Financial Services (Financial Planning) - Kaplan Professional |
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 |
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 |
Jennifer Louise Leonard | 1996 | 7269AFE/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 Deamer | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Kaplan Professional |
Jessie Flo 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 Wallace Peter Andrews | 2006 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Banking & Finance) - Victoria University ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - 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 Luke Snell | 2006 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional |
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 |
Katherine Elise Mitchell | 2018 | Advanced 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 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 Smith | 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 |
Kye Anthony Harris | 2007 | Advanced 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 |
Kyle Gary Ross Richmond | 2018 | Bachelor of Business (Banking & Finance) - Monash University ~ Diploma of Financial Planning - Mentor Education Pty Ltd |
Kyle O'connor | 2022 | Bachelor of Commerce (Financial Planning) - Deakin University |
Kylie Anne Wendt | 0 | 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 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 |
Lauren Isles | 2012 | 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 Certificate in Financial Planning - Griffith University ~ Master of Financial Planning - Griffith 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 ~ Diploma of Financial Services (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 |
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) |
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) ~ FPC007B Client Engagement Skills - Kaplan Professional |
Mark Robert Hams | 0 | 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 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 |
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) ~ 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 |
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 |
Nigel Patrick Han | 2013 | Bachelor of Commerce (Economics and Financial Planning) - Griffith University ~ Master of Commerce - Griffith University |
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 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 Messerschmidt | 2000 | Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Advising - Securities Institute ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
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 Daniel White | 2013 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Economics and Finance) - RMIT University |
Peter Gerard Bond | 2005 | Bachelor of Commerce - University of Tasmania ~ Graduate Diploma of Financial Planning - Finsia |
Peter Knowling | 2009 | Diploma of Financial Planning - Financial Planning Association of Australia (FPA) |
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 |
Peter Roy Allam | 1999 | Diploma of Financial Planning - Financial Planning Association of Australia (FPA) |
Philip Cresp | 2009 | Advanced 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 ~ MLC714 Financial Advice Regulation - Deakin 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) |
Robert Rocco Daniele | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Accounting) - University of Adelaide ~ Diploma of Financial Planning - Monarch Institute ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional |
Robert Vella | 2015 | Bachelor of Commerce (Financial Planning) - Griffith University ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional |
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 | 0 | 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 |
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 | 0 | 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 Kendall Rowse | 2000 | Bachelor of Commerce - University of North Queensland |
Simon Mcdonald | 2002 | Bachelor of Commerce (Finance, Marketing and Financial Planning) - Deakin University ~ MAI769 Ethics for Financial Services - Deakin University |
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 ~ Diploma of Financial Planning - Kaplan Professional ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC007B Client Engagement Skills - 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 |
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) ~ Diploma of Financial Planning - 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 |
Timothy Campbell | 2005 | Bachelor of Business (Economics and Finance) - Royal Melbourne Institute Of Technology ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional |
Timothy Stallman | 1999 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Banking & Finance) - Queensland University of Technology (QUT) |
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 ~ Certificate IV in Financial Services - TAFE NSW ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Master of Applied Finance - 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 |
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 Nakos | 2018 | Bachelor of Business (Accounting) - RMIT University ~ Bachelor of Business (Financial Planning) - RMIT 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 |
Yew Meng Lip | 2005 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Business (Economics and Finance) - RMIT University ~ Diploma of Financial Services (Financial Planning) - Tribeca |