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 |