Consultum Financial Advisers Pty ltd

AFS License Number
230323
Name
Consultum Financial Advisers Pty ltd
ABN/ACN/ARBN
65006373995
Licensee issued
July 21, 2003
Address
Docklands, 3008, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
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;
interests in managed investment schemes limited to:
MDA 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:
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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
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;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Aaron Christopher Mynard 2023 Bachelor of Commerce (Major in Financial Planning) - Deakin University
 Aaron Hopkins 2010 Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia
 Aaron Keith Roberts 2008 Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan Professional Education
 Aaron Sean Doig 2004 Advanced Diploma of Financial Planning - Kaplan ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Fund (SMSF) Adviser Education Program - Financial Essentials
 Adam Charles Lewis 2018 Advanced Diploma of Financial Services - NIBA College ~ Diploma of Financial Planning - Mentor Education
 Adam Nash 1998 Certified Financial Planner - FPA/Deakin University ~ Diploma of Financial Planning - FPA/Deakin University ~ Graduate Diploma of Financial Planning - Kaplan
 Adam Ross Greentree 1995 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Master of Financial Planning - University of Sunshine Coast ~ RG146 Margin Lending - MLC ThreeSixty
 Adam William Van DE Water 2000 RG146 DFS(FP) 3 - Investment Planning 1 - Integratec Training ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Adrian John Garrone 1999 Bachelor of Commerce - James Cook University ~ Diploma Financial Planning FNS50615 - Mentor Education Group ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Master of Business Administration - Deakin University ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Alan Geoffrey Mcdowell 2002 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Alastair Hodge 2017 Bachelors in Applied Finance - Macquarie University ~ Diploma of Financial Planning - Kaplan
 Aldis Purins 1989 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Knowledge Assessment - Integratec ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Specialist Knowledge Area Securities & Derivatives - Integratec
 Alexander Benjamin Buchanan 2003 Bachelor of Business - Victoria University of Technology ~ Diploma of Financial Planning - FPA ~ Graduate Diploma in Applied Finance and Investment - Securities Institute
 Alexander Cheng 2007 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce with First Class Honours - The University of Western Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self-Managed Superannuation Funds - Kaplan Professional
 Alexander William Naylor 2013 Bachelor Commerce (Accountancy Financial Planning) - University of Wollongong ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Alison Foenander 1995 Master of Laws - Monash University ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Alister James Paskins 2005 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Graduate Diploma of Financial Planning - Kaplan Australia ~ Master of Financial Planning - Kaplan Australia ~ RG146 Tier 1 Margin Lending - Deakin Prime
 Allira Rhiannon Summerville 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Accounting and Financial Planning) - Deakin University ~ Diploma of Financial Planning - Kaplan Professional
 Andrew Brian Goodhand 2007 Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Andrew Bruce Roberts 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Tier 1 Derivatives - Personal Advice - Kaplan Professional
 Andrew David Campbell 1996 Bachelor of Business - University of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional
 Andrew Duncan Bird 2001 Advanced Diploma of Financial Planning - Deakin University ~ Bachelor of Business (Banking and Finance) - Monash University ~ Ethics and Professionalism in Finance Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Andrew Girardi 1998 Advanced Diploma of Financial Planning FNS60415 - Mentor Education Group ~ Diploma of Financial Planning FNS50615 - Mentor Education Group ~ Diploma of Teaching (Primary Teaching) - Victoria University ~ Taxation Planning - Tribeca
 Andrew Paul Carra 2002 Diploma Finance and Mortgage Broking Management FNS50315 - AAMC Training Group ~ RG146 Margin Lending - MLC ThreeSixty
 Angelo Adam 2013 Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business & Commerce (Economics & Finance) - University of Western Sydney ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Anita Isabell Massee 2014 Advanced Diploma of Financial Planning - Kaplan Professional ~ DFS(FP): Investment Planning 1 - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Anthony Dann 2000 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Anthony James Hill 2001 ASX Listed Products Accreditation Course (LPAC) - LPACOnline ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Funds (SMSF) Adviser Accreditation - Kaplan
 Anthony John Bedworth 2005 Bachelor of Business (Accounting) - Deakin University/ Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Financial Planning Specialist - CPA ~ Graduate Diploma of Financial Planning - Securities Institute of Australia ~ Self Managed Superannuation Funds - Tribeca
 Anthony Louis Gauci 2016 Bachelor Business (Law) - Open Universities Australia ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ RG146 Securities and Managed Investments - Kaplan Australia
 Anthony Robert Wellington 2005 Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Anthony Stephen Smith 1979 Certificate in Financial Markets - Securities Institute ~ Diploma Financial Planning (DFP) - Deakin University ~ Fellow Chartered Financial Practitioner (FCHFp) - Association of Financial Advisers
 Anton Wasyl Boreckyi 1981 Accredited Listed Product Adviser Program - Savings Factory ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University ~ Master of Financial Planning - Kaplan ~ Self Managed Super Funds - Kaplan Professional
 Antonio Cimino 1999 Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Super Funds - Tribeca
 Antony Leith Minchin 2009 Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia ~ Tier 1 RG146 Margin Lending - Kaplan Australia
 Arlan Patrick Davine 2018 Advanced Diploma of Financial Planning FNS60415 - Integrity Education ~ Diploma of Financial Planning FNS50611 - Integrity Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Ashley Ross 0 Bachelor of Commence (Economics and Finance) - Federation University Australia ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Benjamin Andrew Calder 1995 ASX Listed Products Accreditation Course (LPAC) - LPACOnline ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Fund (SMSF) Adviser Accreditation - Financial Essentials
 Benjamin Beveridge 2017 Advanced Diploma of Financial Planning - Kaplan Australia ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Australia
 Benjamin Filip 2017 Diploma Financial Planning FNS50611 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Benjamin John Hall 2000 Bachelor of Business (Banking & Finance) - University of South Australia ~ Diploma in Financial Services - Deakin Financial Planning Pty Ltd ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Benjamin Philip Eddy 2002 Diploma Financial Advising - Financial Services Institute of Australasia (Finsia) ~ Self Managed Super Funds - Tribeca
 Benjamin Ross Smith 2004 Bachelor of Commerce (Economics and Finance) - University of Sydney ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 Boris Kolevski 1996 Bachelor of Commerce (Accounting) - University of Wollongong ~ Certified Practicing Accountant (CPA) - CPA Australia ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Boris Rikalo 2016 Bachelor of Business - La Trobe University ~ Certified Financial Planner (CFP) - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Bradd Scott Duhring 2002 ASX Listed Product Accreditation Course - LPAC Online ~ Advanced Diploma of Financial Planning - Tribeca ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan
 Bradley Witt 2011 Advanced Diploma of Financial Planning - Mentor education ~ Bachelor of Commerce (Finance and Management) - Curtin University of Technology ~ Diploma of Financial Services - Kaplan Professional ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor education
 Bree Campbell 1999 Bachelor Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 928 Margin Lending & Geared Investments - Kaplan Australia
 Brendon Barnes 2000 Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ Bachelor of Business (Finance) - Edith Cowan University ~ Diploma Financial Planning - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty
 Brett Graham Billington 2003 Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia
 Brian James Henry Smith 2011 Advanced Diploma of Financial Planning FNS60415 - Kaplan Australia ~ Bachelor of Business (Agriculture Commerce) - University of New England ~ Diploma Financial Services (Financial Planning) FNS50804 - Intellitrain ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Securities & Derivatives - MLC ThreeSixty
 Briony Jade Gouldthorp 2015 Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commence (Accounting and Financial Planning) - Curtin University of Technology ~ CPA Program - CPA Australia ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Cameron Obliubek 2004 Bachelor of Business (Economics & Finance) - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Finance Advice - Kaplan Professional ~ Master of Financial Planning - Royal Melbourne Institute of Technology (RMIT) ~ Self Managed Superannuation Funds - Kaplan Professional
 Campbell Munro Hopgood 2008 928 RG146 Margin Lending - Kaplan Australia ~ Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Tribeca
 Carly Tonkinson 2001 Advanced Diploma Financial Services (Financial Planning) FNB60402 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Cassandra Joy Brockway 2004 Advanced Diploma Financial Services (Financial Planning) FNS60404 - Tribeca ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNB50802 - Integratec Training ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty
 Catherine Anne Allen 2010 Bachelor Commerce (Accounting Financial Planning) - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ RG146 Margin Lending & Geared Investments - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Chad Appleby 2002 Bachelor of Economics - Adelaide University ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Charbel Boutros 2007 Advanced Diploma Financial Services (Financial Planning) FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Christopher Allan Rehbein 2010 Advanced Diploma of Financial Services(Financial Planning) - Kaplan Professional Education ~ Bachelor of Financial Planning - CQU Rockhampton
 Christopher Broome 2015 Advanced Diploma of Financial Planning FNS60415 - Kaplan Australia ~ Bachelor of Business (Health Science) - Auckland University of Technology ~ Diploma Financial Planning FNS50611 - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Christopher Bryan Kelly 2006 Bachelor of Commerce (Financial Planning and Investments) - Griffith University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Christopher Scriva 2008 Diploma Financial Services (Financial Planning) FNS50408 - Kaplan Australia ~ Fellow Chartered Financial Practitioners (FChFP) - Association of Financial Advisers (AFA) ~ RG146 Margin Lending - MLC ThreeSixty
 Christopher Shaun Hilton Turner 1988 Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University ~ Self Managed Super Funds - Kaplan Professional
 Colin Andrew Ash 2000 Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNB50802 - Integratec Training ~ RG146 Tier 1 Margin Lending - Kaplan Australia
 Corey Dale Roberts 2001 Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty ~ Self Managed Superannuation Funds - Kaplan Australia
 Craig Alexander Stobbie 2007 Advanced Diploma of Financial Services (Financial Planning) - Australia & New Zealand Institute of Insurance & Finance ~ Bachelor of Arts - University of Western Australia ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Craig Allan Hewett 1982 Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Craig Andrew Billing 1996 Aged Care Gurus Accredited Adviser - Association of Independently Owned Financial Planners ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Fund Adviser Accreditation - Tribeca
 Craig Scarr 2001 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Master of Commerce (Financial Planning) - University of Sydney
 Craig William Beck 2004 ASX Listed Products Accreditation Course (LPAC) - Savings Factory ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan Professional ~ Self Managed Super Fund (SMSF) Adviser Education Program - Financial Essentials
 Damian Gibson 2018 Bachelor of Business (Finance) - University of Tasmania ~ Diploma Financial Planning FNS50615 - Mentor Education Group
 Damien Matthew Scott 2014 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Fellow Chartered Financial Practitioner - AFA ~ TPB Code of Professional Conduct - Kaplan Professional
 Daniel Achille Aiello 2015 Bachelor Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ RG146 928 Margin Lending - Kaplan Australia
 Daniel Alexander Meilak 2018 Bachelor of Business (Banking & Finance) - Victoria University ~ RG146 Margin Lending - MLC ThreeSixty
 Daniel James Hawke 2003 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Foundation Diploma Financial Planning (DFP 1-6) - Financial Planning Association (FPA) ~ Master of Financial Planning - University of Sunshine Coast ~ RG146 Margin Lending - MLC ThreeSixty
 Daniel Perkins 2001 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Master of Business Administration - Western Sydney University ~ RG146 Margin Lending - MLC ThreeSixty ~ SMSF Association - SMSF Specialist Adviser (SSA)
 Darren John Franklin 2005 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Associate Diploma of Business (Banking & Finance) - TAFE Queensland ~ Certificate in Applied Self-Managed Super Fund Advice - AET ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Darren Ramke 2004 Bachelor Applied Science (Coastal Management) - Other ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Darryn John Thode 1995 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Darryn-lee Pereira 2011 Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Bachelor of Commerce (Management and Marketing) - Curtin University ~ Diploma of Financial Planning FNS50804 - Pinnacle Financial Services Academy ~ RG146 Margin Lending - Kaplan Australia
 Daryle Mann 1989 RG146 Margin Lending - MLC ThreeSixty
 David Anthony Hazlewood 1996 ASX Listed Products Accreditation Course (LPAC) - ASX/The Savings Factory ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Deakin University/Financial Planning Association (FPA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Fund (SMSF) - Kaplan
 David Hunt 2014 Bachelor of Business (Banking and Finance) - Victoria University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending - Personal Advice - Kaplan ~ Self Managed Superannuation Funds - Mentor education
 David Paul Brennan Bartels 2008 Advanced Diploma of Financial Planning - Kaplan Australia ~ Bachelor of Pharmacy - University of Queensland ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty ~ Self Managed Superannuation Fund - Kaplan Australia
 David Samuel Linco 2008 Advanced Diploma Financial Planning - Mentor Education ~ Advanced Diploma Financial Planning - Mentor Education ~ Associate Diploma of Business (Accounting) - Charles Darwin University ~ Bachelor of Business - Charles Darwin University ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Self Managed Superannuation Funds - Mentor Education
 David Sydney Hyde 1997 Bachelor of Commerce - UNSW ~ Diploma of Financial Planning - Deakin University/ Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Applied Finance & Investment - Financial Services Institute of Australasia
 Dean Cowdroy 2024 Graduate Diploma of Financial Planning - Deakin University
 Devlin Stirling Joyes 2010 Advanced Diploma Financial Planning FNS60410 - Investment Banking Institute ~ Certificate 4 in Finance and Mortgage Broking - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Fellow Chartered Financial Practitioners (FChFP) - Association of Financial Advisers (AFA) ~ RG146 928 Margin Lending - Kaplan Australia
 Dimitrios Zartaloudis 2007 Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional
 Dino Cataldo 2009 Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ RG146 Margin Lending - MLC ThreeSixty
 Domenic Claudio Gullifa 2023 Graduate Diploma of Financial Planning - Kaplan Professional
 Elizabeth Wilson 2012 Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Securities & Managed Investments - Kaplan Professional
 Emily Jane Males 2018 Bachelor Business (Management) - Western Sydney University ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ Margin Lending Specialist - Diploma (Level 5) - Kaplan Professional ~ RG146 Managed Investments Securities - Kaplan Australia
 Emma Kate Pittman 2018 Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Financial Planning - Central Queensland University ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Eng K Ooi 2002 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Advising - Securities Institute/Tribeca ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Fund (SMSF) Adviser Education Program - Financial Essentials
 Franco Angelo Joseph Theuma 2007 ALPA - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business - Victoria University ~ Graduate Diploma of Financial Planning - FINSIA
 Friede Mae Roberts 2014 Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50408 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Tier 1 Margin Lending - Kaplan Australia
 Garry Michael Mccormick 1996 ASX Listed Products Accreditation Course (LPAC) - LPACOnline ~ Bachelor of Economics - The Flinders University of South Australia ~ Diploma of Financial Planning - FPA ~ Self Managed Superannuation Funds - Kaplan Professional
 Gavin Branford 2003 RG146 Margin Lending - MLC ThreeSixty
 Geoffrey David Wotzko 1998 Associateship in Accounting - West Australian Institute of Technology (WAIT) ~ Diploma of Financial Services - National Insurance Brokers Association of Australia ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Post Graduate Diploma Business (Law) - Curtin University ~ Self Managed Superannuation Fund (SMSF) Adviser Accreditation - Financial Essentials
 Geoffrey Munday 2003 Bachelor of EcoNomics - University of Sydney ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 George EL Jouni 2006 Advanced Diploma of Financial Planning - Kaplan Australia ~ Diploma of Financial Planning FNS50804 - MLC ThreeSixty ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Gianni LA Scala 2004 Advanced Diploma of Financial Planning FNS60404 - Tribeca ~ Bachelor of Commerce (Finance & Computer Studies) - Flinders University
 Glen Michael Corcoran 1996 Accredited Listed Product Adviser Program - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University ~ Estate Planning Accreditation - Australian Executor Trustees ~ Self Managed Super Funds - Financial Planning Association of Australia (FPA)
 Graeme Kenneth Wandel 1992 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Grant Edward Fisher 2007 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Financial Administration - University of New England ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Gregg Pethick 2011 Advanced Diploma Financial Services (Financial Planning) - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Gregory Cameron Moore 1996 ASX Listed Product Accreditation Course - Financial Planning Association ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional
 Gregory David Bell 1994 Diploma of Financial Planning - Financial Planning Association (FPA)
 Guy Alastair Rigby 2002 Advanced Diploma Financial Services (Financial Planning) - Mentor Education ~ Self Managed Super Funds - Mentor Education
 Harro Wennrich 2006 Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Bachelor of Business (Accountancy) - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Hayden Allen 1999 Bachelor Degree - Economics - Flinders University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Jack Faulkner 0 Graduate Diploma of Financial Planning - Kaplan Professional
 James Arthur Buckingham 2003 Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Principles in Self Managed Superannuation Funds - International Institute of Technology
 James Benedict Herriman 2006 Bachelor of Business (Banking & Finance) - University of South Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Graduate Certificate in Applied Finance & Investment - Securities Institute ~ Graduate Diploma in Financial Planning - Securities Institute ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan
 James Douglas Brien 2018 Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Bachelor Commerce (Finance Management) - University of Wollongong ~ Diploma Financial Planning FNS50611 - International Institute of Technology
 James Lyster Harris 2000 Bachelor of Business (Accounting) - University of Central Queensland ~ Certified Financial Planner - Financial Planning Association ~ Certified Practicing Accountant - CPA ~ Diploma of Financial Planning - Financial Planning Association ~ Financial Planning Specialist - CPA
 James Morton Kelly 2017 Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business Administration - University of Melbourne
 James Patrick Baxter 1999 ASX Listed Products Adviser Accreditation - Kaplan ~ Bachelor of Business (Accounting) - Monash University ~ Graduate Diploma of Financial Planning - Financial Services Institute of Australasia (FINSIA) ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Fund Adviser Education Program - Financial Essentials
 James Robert Esselmont 2005 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Economics - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Graduate Diploma in Applied Finance & Investment - Securities Institute ~ Master of Business Administration - Royal Melbourne Institute of Technology (RMIT)
 Jamie Denham 0 Bachelor of Applied Finance Advice - GRIFFITH UNIVERSITY
 Janet Suk Ngar Tang 1999 Bachelor Commerce (Finance) - Curtin University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Jared Matthew Casement 2005 Advanced Diploma Financial Services (Financial Planning) FNB60402 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNB50402 - Kaplan Australia
 Jarrod Owen 2011 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning FNS50804 - Kaplan Australia ~ Master of Business Admin - Deakin University
 Jarryd Vinton 2008 Bachelor of Commerce (Accounting & Financial Planning) - University of Wollongong ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Jason Brian Cooke 2001 Advanced Diploma Financial Services - MLC ThreeSixty ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Advising - Securities Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professionalism ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Jason Galea 1994 Bachelor of Business - Swinburne University ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Investment and Finance - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan Professional
 Jason Neville Weir 2006 Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - FSTA
 Jay Thwaites 2024 Bachelor of Commence (Accounting and Finance Double Major) - Curtin University ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Jeannie Christine Van Raay 2004 CFP Certification Programme - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Jeffrey Graeme Munro 2015 Bachelor of Business (Business Management) - Charles Sturt University ~ Certified Finacial Planner (CFP) - Financial Planning Association ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ SMSF Specialist Adviser - SMSF Association
 Jenna Porta 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Jeremy Adam Galloway Morrison 2012 Bachelor Degree - Commerce - University of Ballarat ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Ethics & Professionalism in Finance Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Jesse Nihill 1996 Bachelor of Business (Financial Planning) - RMIT University
 Jodie Lee Whykes 2000 Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 Jodie Schroeder 2000 Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Joel Mathew Bateman 2022 Advanced Diploma of Financial Planning - Kaplan Professional ~ Advanced Financial Planning - Kaplan Professional
 John Michael Moran 1999 Bachelor of Commerce (Accounting) - La Trobe University ~ Certified Financial Planner CFP - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Kaplan Professional
 Jonathan Scott Brittain 2006 Advanced Diploma Financial Services (Financial Planning) FNB60402 - MLC ThreeSixty ~ Client Engagement Skills - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graudate Diploma of Financial Planning - Kaplan Professional ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Jonathon Bastow Croome 2006 Bachelor of Commerce - University of Tasmania ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma Financial Planning - Securities Institute
 Jonathon Charles Piefke 2000 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Advanced Self Managed Superannuation Funds Program - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Joshua Brian Evans 2010 ASX Listed Products Accreditation Course - LPAC Online ~ Bachelor of Commerce & Bachelor of Applied Finance - University of South Australia ~ Margin Lending & Geared Investments - Kaplan Professional
 Joshua Luke Smith 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - University of Tasmania ~ Ethics & Professionalism in Financial Advice - Kaplan Professional
 Joshua William Hamblin 2009 Advanced Diploma Financial Services (Financial Planning) FNS60404 - Pinnacle Financial Services Academy ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business in Finance - University of Technology Sydney ~ RG146 DPML Margin Lending - Pinnacle Financial Services Academy
 Judy Maree Dolan 2000 Bachelor of Commerce - University of Queensland ~ Certified Financial Planner Status (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Financial Planning Principles and Practice - Securities Institute ~ MAI769 - Ethics for financial services (Intensive) - Deakin University
 Julie Ellen Schafer-evans 2005 Master of Applied Finance - University of Sydney ~ RG146 Margin Lending - MLC ThreeSixty
 Julio Carrieri 1991 ASX Accredited Listed Product Adviser Accreditation - Kaplan ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Ethics and Professionalism in Finance Advice - Kaplan Professinal ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Fund (SMSF) Adviser Education Program - Financial Essentials
 Justin John Putman 2005 Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Foundation DFP - Financial Planning Association (FPA)
 Kate Rochelle Schembri 2006 Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Katherine Alice Styles 2015 Bachelor of Commerce (Financial Planning Accounting Finance) - Deakin University ~ Diploma of Financial Planning FNS50611 - Mentor Education Group
 Kathryn Ann Elizabeth Casey 1998 Certified Financial Planner Status (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Provide Advice in Margin Lending - MLC ThreeSixty
 Keenan Paul Maes 2018 Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending Accreditation Program - Stockbrokers and Financial Advisers Association Limited
 Kerryn Anne Shaw 2003 Advanced Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certifcate in Professional Accounting - The University of New England ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Kevin Francis Mccarthy 2004 Advanced Diploma Financial Services (Financial Planning) - Mentor Education Group ~ Diploma Financial Services (Financial Planning) - Mentor Education Group ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Kevin William Mcdonald 2014 Advanced Diploma Financial Planning - Kaplan Australia ~ Bachelor of Commerce (Finance & Economics) - University of Wollongong ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning FNS50610 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Kim Gerard Evetts 1996 Advanced Self Managed Superannuation Funds - Kaplan Professional ~ Certified Financial Planning (CFP) - FPA ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma Financial Planning - FPA ~ Diploma Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Konstantine Gramelis 2013 Diploma Financial Planning FNS50611 - International Institute of Technology ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty ~ Self Managed Superannuation Funds - International Institute of Technology
 Kurt Matthew Pepper 0 Bachelor of Commerce (Financial Planning) - Univeristy of Wollongong Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Launce Peter Ronald Kent 2013 Advanced Diploma of Financial Planning - Kaplan Australia ~ Bachelor Finance - University of Adelaide ~ Bachelor of Economics & Finance - University of Adelaide ~ Diploma of Financial Planning FNS50610 - Kaplan Australia
 Leah Shannine Cecere-palazzo 2003 Bachelor of Economics - University of Adelaide ~ Certified Financial Planner Program - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Tribeca
 Lee Fen Goh 2008 Advanced Diploma Financial Services (Financial Planning) - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Master of Financial Planning - Kaplan Australia ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Lee Katie Nickelson 2013 Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Bachelor of Behavioural Science (Psychology) - La Trobe University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Lee Robert Jackson 2003 Ethics and Professional in Financial Advice - Kaplan Professional ~ Foundation Diploma Financial Planning DFP1-4 - Financial Planning Association (FPA) ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Lee-anne Judith Parker 2007 Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Diploma of Financial Planning FNS50804 - MLC ThreeSixty ~ Ethics and Professionalism in Financial Advice - Kaplan Professionalism ~ Graduate Diploma of Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Leigh Sando 2018 ASX Listed Products Accredited Course (LPAC) - LPACOnline ~ Advanced Diploma of Financial Services (Financial Planning) - Finsia ~ Fellow Chartered Financial Practitioner - AFA ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Leon Phillips 1993 Advanced Diploma Financial Services (Financial Planning) FNB60402 - Integratec Training ~ Diploma Financial Services FP FNB50802 - Integratec Training ~ RG146 Margin Lending - MLC ThreeSixty
 Lincoln Butt 2003 Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty
 Louise Elizabeth Birrell 2016 Bachelor of Commerce in Financial Planning and Investments - Griffith University
 Lucinda Gallop 2010 Diploma of Financial Planning - Financial Planning Association (FPA)
 Luke David Fletcher 2009 Diploma of Financial Advising - Securities Institute ~ Listed Product Accreditation Course - Savings Factory ~ Master of Financial Planning - University of the Sunshine Coast
 Luke John Taylor 2005 Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Bachelor Business - University of Sunshine Coast ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Luke Robert Jones 2013 Bachelor of Business - Victoria University of Technology ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - Kaplan Professional ~ Master of Business - Victoria University of Technology
 Marc Travis Cook 2015 Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Planning FNS50611 - MLC ThreeSixty
 Mario Boudewyn 2008 Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ DFS - TAFE ~ SMSF accreditation - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Marissa Han 2015 Bachelor Of Commerce - The University of Adelaide ~ CFP Certification Program - FPA ~ Diploma of Financial Planning - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Mark Anthony Connell 2000 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending and Geared Investments - Kaplan Australia
 Mark Anthony Farmer 2001 Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Mark Geoffrey Chapman 1999 Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Mark Mcgree 2005 Ethics and Professionalism in Financial Advice - Kaplan Professionalism ~ Graduate Diploma Financial Planning - Securities Institute ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Mark Mcneany 1991 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Mark Simpson 2022 Bachelor of Commerce - University of Wollongong Australia
 Mark Struik 2001 Bachelor EcoNomics - Monash University ~ RG146 925 Tier 1 Compliance solution - Life Insurance - Securities Institute ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Martin Drew Potts 1987 Certified Financial Planner (CFP) - Financial Planning Association ~ Diploma of Financial Planning Statement (DFP000 and DFP008) - Deakin University ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Fund (SMSF) Adviser Accreditation - Financial Essentials
 Martin John Cook 2012 Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Planning - Future Staff ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Provide Advice in RG146 Margin Lending - Mentor Education Group
 Martin Joseph Cimino 2012 Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Diploma if Financial Services (Financial Planning) - Kaplan Professional
 Martin Joseph Hunter 1984 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty
 Martin Joseph Kirkman 2000 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Matt Thomas Austin 0 Graduate Diploma of Financial Planning - Kaplan Professional
 Matthew Atkinson 2010 Bachelor of Information Systems - University of Tasmania ~ Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma in Financial Planning - University of the Sunshine Coast
 Matthew Brian Bonnor 2001 Bachelor of Business - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association ~ Diploma of Financial Advising - Securities Institute ~ Margin lending and Geared investments - Kaplan Proffessional ~ Self Managed Superannuation Funds - Kaplan Proffessional
 Matthew Carter 2008 Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - ANZIIF ~ Graduate Diploma of Financial Planning - Kaplan
 Matthew David Smith 2018 Bachelor of Commerce (Applied Economics and Finance) - University of Ballarat ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Matthew Edward Hams 2002 Advanced Diploma of Financial Services (Financial Planning) - Tribecca ~ Diploma of Financial Services (Financial Planning) - AMP Financial Services ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Matthew James Dobson 2012 Advanced Diploma Financial Planning - AAMC Training Group ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Matthew Joseph Groat 2008 Advanced Diploma of Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ RG146 Margin Lending - MLC ThreeSixty
 Matthew Neill 2010 Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Bachelor Business - La Trobe University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Australia
 Matthew Ryan Schutz 2008 Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Accounting) - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Matthew William Hawkins 2009 Bachelor Commerce - University of Tasmania ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty ~ Self Managed Superannuation Funds - Kaplan Australia
 Mauro Grossi 2008 Bachelor of Applied Finance - University of South Australia ~ Bachelor of Commerce - University of South Australia
 Megan Louise Usher 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Fellow Chartered Financial Practitioner - Association of Financial Advisers (AFA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Mei Tak Wong 2012 Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner - Financial Planning Association of Australia ~ Fellow Chartered Financial Practitioner - AFA ~ LRS Life Risk Specialist - Financial Planning Association of Australia ~ Self Managed Super Funds - Kaplan Professional
 Melanie Grace Lever 2014 Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ Bachelor of Business (Management) - La Trobe University
 Michael Colin Batten 2006 Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Listed Product Accreditation Course - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional
 Michael Damien Boyd 2005 Advanced Diploma Financial Services (Financial Planning) FNS60404 - MLC ThreeSixty ~ Bachelor of Commerce - Deakin University ~ Diploma Financial Planning DFP 1-7 - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty
 Michael Dudesin 2009 Client Engagement Skills - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Commerce (Financial Planning and Finance) - Deakin University ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Michael John DE Bomford 2016 Advanced Diploma Financial Planning FNS60410 - Kaplan Professional ~ Bachelor of Business (Management) - Charles Sturt University ~ Diploma Financial Planning FNS50610 - Kaplan Professional ~ Margin Lending - Kaplan Professional ~ Master of Business in Finance - Universit of Technology Sydney
 Michael Konstas 1999 Bachelor of Arts - Macquarie University ~ Bachelor of Education (Primary) - University of Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ Master of Commerce (Finance & Marketing) - University of Sydney
 Michael Thomas Mears 2018 Bachelor of Science (Honors) (Maths&Physics) - University of Glasgow ~ Diploma of Financial Planning - Kaplan Professional Education
 Michael Timothy Kennedy 2002 Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Master of Financial Planning - University of Sunshine Coast ~ SMSF Specialist Advisor - SMSF Association
 Michael Walter Grech 2004 Bachelor Degree (Hons) - Business - Royal Melbourne Institute of Technology ~ Certificate - Certificate IV in Financial Services - AAMC Training Group ~ Certificate - Certificate IV in Property Services - The Real Estate Institute of Victoria
 Michelle Galvin 1991 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Client Engagement Skills - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Michelle Louise Christensen 2008 Advanced Diploma of Financial Services (Financial Planning) - MLC Advice Education ~ Diploma of Financial Services - Financial Planning - AdviserCampus 360 ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Michelle Marie Tucker 2018 Bachelor of Financial Planning - Central Queensland University
 Mike Sikar 2009 Advanced Diploma Financial Services (Financial Planning) FNS60408 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Najeeb Farfoud 2005 Advanced Diploma of Financial Planning - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Foundation Diploma of Financial Planning - Financial Planning Association (FPA) ~ Master of Financial Planning - University of Sunshine Coast ~ RG146 Margin Lending - MLC ThreeSixty
 Nathan John Menegon 2005 Aged Care Professional Training - Aged Care Financial Services International ~ Diploma Financial Planning (DFP) - Deakin University ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Self Managed Super Funds - Quantum Financial Training
 Nathan Lionel Harris 2001 Bachelor of Business - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Advising - Finsia/SIA ~ Ethics for Financial Services - Deakin University ~ RG146 Margin Lending - GWM Adviser Services
 Nicholas Kakalis 2011 Bachelor of Commerce - University of Melbourne ~ Chartered Accountant - Institute of Chartered Accountants in Australia ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group ~ Diploma of Financial Services (Mortgage Broking) - AAMC Training Group
 Nicole Elizabeth O'sullivan 2022 Bachelor of Management (Marketing) - Deakin University ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Nizam Emini 1998 Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty
 Norman Dennis 2009 Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Provide Advice in Margin Lending - MLC ThreeSixty
 Parasuraman Chandran 2018 Advanced Diploma Finacial Planning FNS60410 - Integrity Educ. ~ Bachelor of Engineering - Madurai Kamaraj University India ~ Diploma Financial Planning FNS50615 - Integrity Education Group ~ Economic and Legal Context for Financial Planning - Kaplan Professional
 Paul Blackadder 1997 Diploma Financial Planning DFP1-7 - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Paul Larkin 2008 Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Paul Stephan 1998 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Master of Financial Planning - Kaplan Australia
 Peter Hamilton 2000 Bachelor Business (Human Resources Management) - Central Queensland University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty
 Peter Hawcroft 2004 Core Subjects within Bachelor of Commerce in Financial Planning (8 subjects = full ps146 compliance) - Griffith University
 Peter James Davis 2022 Graduate Diploma of Financial Planning - KAPLAN Professional
 Peter Schokman 2018 Diploma Financial Planning FNS50615 - Mentor Education Group ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Business (Finance) - University of Technology Sydney
 Philip Taaffe 2001 Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ Bachelor of Commerce - University of Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Pietro Scarpino 2018 Bachelor of Business Majoring Account - Footscray Institute of Technology ~ Diploma of Financial Planning - FPA
 Rachel Maree Schumann 2003 Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Bachelor of Business - Swinburne University of TechNology ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 DFP1-4 - Mixed Providers
 Rex Rozario 2015 Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Graduate Certificate of Applied Finance - Kaplan Australia ~ Graduate Diploma of Financial Planning - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Rex Whittaker 2004 Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNB50802 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Rhonda Ann Mckenzie 1997 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Richard Unmack 1996 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ Margin Lending & Geared Investments - Kaplan Australia
 Richard Zbigniew Koral 2001 DFP 8 - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Ricky Soo 2004 Bachelor of Commerce - University of Newcastle ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty
 Robert Chiswell 2003 Advanced Diploma Financial Services (Financial Planning) FNB60402 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 DFS(FP) 1-4 - Mixed Providers
 Robert John Gothard 1996 Certified Financial Planner (CFP) - FPA ~ Diploma in Financial Markets - FINSIA ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Graduate Diploma Financial Planning - Western Sydney University ~ RG146 Margin Lending - MLC ThreeSixty
 Robert Kirtley 2007 Bachelor of Commerce - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty
 Robert Louis Vajda 2018 Bachelorof Commerce (Applied Finance) - Griffith University ~ Diploma of Financial Planning FNS50611 - Mentor Education ~ Master of Financial Planning - Griffith University
 Robert Murray Allison 1983 Advanced Diploma of Financial Planning - Kaplan Professional ~ Adviser Accreditation Course - AXA ~ SMSF (Self Managed Superannuation Fund) Adviser Education Program - Financial Essentials
 Robin Hamilton Bell 2016 Accedited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Planning - International Institute of Technology ~ Bachelor of Economics - The University of Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Self Managed Superannuation Funds - IIT
 Roger Raymond Ellingworth 1983 Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Business - RMIT ~ Self Managed Super Funds - Tribeca
 Ronald Andrew Walden 2000 Diploma of Financial Planning - Deakin / FPA ~ Margin Lending & Geared Investments - Kaplan ~ Master of Financial Planning - USC ~ Self Managed Superannuation Funds - Kaplan
 Rowan Harvey Kimpton 1985 Accredited Listed Product Adviser Program - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - MLC ~ Self Managed Superannuation Funds - Kaplan Professional
 Russell Bruce Crozier 1987 Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Ryan Anthony Fennell 2009 Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Financial Advice Regulation - Deakin University ~ RG146 Margin Lending (DPML) - Pinnacle Financial Services Academy
 Ryan Dupuis 1999 Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Ryan Garry Porter 2009 Advanced Diploma Financial Planning FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Ryan John Oliver 2006 Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services(Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - Kaplan Australia
 Ryan John Sealey 2010 Bachelor Commerce (Financial Planning) - Deakin University
 Ryan Philip Kelly 2010 Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Bachelor of Science (Business Administration) - Midland Lutheran College ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Sabatino John Troncone 1985 ASX Listed Products Accreditation Course (LPAC) - LPACOnline ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Samuel Briggs 2018 Bachelor of Business (Economics and Finance) - RMIT University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Tier 1 Financial Planning - Personal Advice - Kaplan Professional ~ Tier 1 Generic Knowledge - Kaplan Professional
 Samuel Taylor 2015 Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Commerce (Corporate Finance) - University of Adelaide ~ Diploma of Financial Planning - Kaplan ~ Margin Lending - Kaplan Professional ~ Securities and Managed Investments - Kaplan
 Sarah Louise Sheehan 2022 Bachelor of Commerce (Financial Planning) - Griffith University ~ Ethics and Professionalism in Financial Advice - Kaplan
 Sarah Mcdonald 2003 Bridging Course - Client Engagement Skills - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Scott Kirkwood 1989 Advanced Diploma Financial Services (Financial Planning) - Financial Planning Association (FPA) ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Scott Tang 2001 Advanced Diploma of Financial Planning - Kaplan Australia ~ Diploma Financial Services FP FNB50802 - Integratec Training ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Shane Andrew West 2001 Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Financial Advice Regulation - Deakin University ~ MAI769 - Ethics for financial services (Intensive) - Deakin University ~ Master of Financial Planning - Deakin University ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Shane Anthony Bonke 2008 Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Bachelor of Commerce (Law Fin) - James Cook University ~ Diploma Financial Services(Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending & Geared Investments - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Shane Joseph Butler 1990 Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Shannah French 2017 Bachelor of Commerce (Commercial Law) - Swinburne University of TechNology ~ Master of Financial Planning - Deakin University
 Stephanie Anne Mitchell 2018 Bachelor Business (Banking & Finance) - Victoria University ~ Diploma Financial Planning FNS50615 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ RG146 Managed Investments & Securities - Kaplan Australia
 Steven Dobson 2001 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional (previously Tribeca) ~ Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers ~ Master of Business Administration - Murdoch University
 Steven Nickelson 2008 Bachelor of Commerce (Accounting & Financial Planning) - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Stuart James Cain 2005 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Arts (Science & Technology Studies) - University of New South Wales ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Stuart James Mcdonald 2007 Advanced Diploma Financial Services (Financial Planning) FNS60404 - MLC ThreeSixty ~ BACHELOR OF COMMERCE - UNIVERSITY OF OTAGO ~ DIPLOMA FINANCIAL SERVICES (FINANCIAL PLANNING) FNS50804 - QUANTUM FINANCIAL TRAINING ~ POST GRADUATE DIPLOMA IN COMMERCE - UNIVERSITY OF OTAGO ~ RG146 Margin Lending - MLC ThreeSixty
 Suzanne Therese Poulton 2015 Advanced Diploma - Financial Planning - Kaplan Professional Education ~ Diploma Of Financial Services (Financial Planning) - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Taxation Planning - Integratec
 Tamara Jayne Gillman 2009 Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Bachelor Arts-Business Management (Marketing) - University of Queensland ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Financial Planning FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Australia
 Tammy Sheree Heidrich 2004 Bachelor of Laws - Queensland University Technology ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty
 Tammy Zena Marshman 2005 Accredited Aged Care Professional & Aged Care Specialist - Aged Care Steps & Financial Planning Association of Australia (FPA) ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Thomas Phillip Rowson 2018 Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Services (Financial Planning) - Monarch Institute ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Tiffany Jane Hardwick 2013 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribecca ~ Ethics and Professionalism - Griffith University ~ Graduate Certificate in Financial Planning - Griffith University ~ Master of Financial Planning - Griffith University
 Timothy John Donohue 1987 Bachelor of Economics - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Royal Melbourne Institute of Technology (RMIT) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds Adviser Accreditation - Financial Essentials
 Timothy Robert Mason 2018 Bachelor of Economics - Flinders University ~ Ethic and Professionalism in Finance Advice - Kaplan Professional ~ Master of Business Administration - Deakin University ~ Master of Financial Planning - Deakin University
 Todd Burnell 2000 Advanced Diploma Financial Services (Financial Planning) FNB60402 - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ Graduate Diploma Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Tom Jonathon Davis 2008 Advanced Diploma of Financial Planning FNS60404 - Pinnacle Financial Services Academy ~ Diploma of Financial Planning FNS50804 - Pinnacle Financial Services Academy ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Tracey Andriske 2013 Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Travis John Keay 2011 Bachelor of Commerce (Global Economics and Finance) - Curtin University ~ Client Engagement Skills - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate of Financial Planning - Kaplan Professional
 Travis Nathan Ramsay 2023 Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
 Trevor Neil Morony 2004 Advanced Diploma Financial Services (FP) FNB60402 - MLC ThreeSixty ~ Diploma of Financial Services (Financial Planning) FNB50802 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 William John Rice 2021 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 ~ Master of Financial Planning - Griffith University
 Yihsing Koo 2001 Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Advanced Strategies for SMSFs - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Yvonne Parasuraman 2015 Advanced Diploma Financial Planning FNS60410 - Integrity Education Group ~ Bachelor Arts (Econ.) - University of Madras ~ Certified Financial Planner (CFP) - FPA ~ Diploma Financial Service (Financial Planning) FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Zacharia Cartsidimas 2010 Bachelor Of Economics - La Trobe University ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ RG146 Margin Lending - MLC ThreeSixty
 Zachary James Mcarthur 1998 Bachelor of Commerce - The University of Tasmania ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University, FPA ~ Margin Lending and Geared Investments - Kaplan Professional