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.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Aaron Christopher Mynard | 0 | 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 |
| 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 |
| Alan Geoffrey Palmer | 1995 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University ~ Self Managed Super Funds - Quantum Financial Training |
| 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 Cheng | 2007 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce with First Class Honours - The University of Western Australia ~ Diploma of Financial Services (Financial Planning) - 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 |
| 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 ~ 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 |
| 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) ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Funds (SMSF) Adviser Accreditation - Kaplan |
| 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 ~ 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 |
| Ashleigh Hopkins | 2018 | Diploma of Financial Planning FNS50615 - Kaplan Professional ~ Graduate Certificate 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 ~ 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 Luke Seymour | 2005 | Margin Lending & Geared Investments - Kaplan Australia ~ Master of Commerce (Financial Planning) - Western Sydney University |
| Benjamin Kane Hornsey | 2016 | Advanced Diploma Financial Planning FNS60410 - Kaplan Professional ~ Diploma Financial Planning FNS50611 - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Provide advice in Margin Lending - 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 |
| 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 Commerce (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 |
| Calvin James Siu ON Chung | 0 | Graduate Diploma of Financial Planning - Kaplan Professional |
| Cameron Mercer | 2010 | Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Diploma of Financial Planning FNS50804 - MLC ThreeSixty |
| Cameron Obliubek | 2004 | Bachelor of Business (Economics & Finance) - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - 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 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 |
| Christopher William Miles | 1999 | Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Services (Financial Planning) 1-4 - Mixed Providers |
| Clement Kaisheng Law | 0 | Graduate Diploma of Financial Planning - 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 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) ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ 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 ~ 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) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Self Managed Superannuation Funds Course - International Institute of Technology |
| 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) ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Fund (SMSF) - Kaplan |
| 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 |
| Dean Anthony Greacen | 2010 | Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 928S Margin Lending (928SML) - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia |
| 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 |
| Efstathia Cossey | 2009 | Bachelor of Science (Mathematical & Computer Science) - University of Adelaide ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Certified Practising Accountant (CPA) - CPA Australia ~ RG146 Margin Lending - MLC ThreeSixty |
| Elizabeth Louise Jolley | 2018 | Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - University of Canberra ~ Diploma of Financial Services (Financial Planning) - Kaplan |
| Elizabeth Wilson | 2012 | Diploma of Financial Planning - 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 |
| 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 |
| Erwin Leyden | 1987 | Bachelor Degree - Education - Victoria University ~ Graduate Diploma - Financial Planning - Securities Institute of Australia |
| Esti Appleby | 2005 | Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma Financial Services (Financial Planning) FNS60404 - MLC ThreeSixty ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Foundation Diploma Financial Planning (DFP1-4) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
| Friede Mae Roberts | 2014 | Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50408 - Kaplan Australia ~ 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 Head | 2001 | Certified Financial Planner - FPA ~ Graduate Diploma in Financial Planning - Securities Institute |
| 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 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 |
| Haroldas Ambrutis | 0 | Graduate Diploma of Financial Planning - KAPLAN |
| 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 |
| Hayden Elliott Shaw | 2018 | Bachelor of Business (Financial Planning) - RMIT ~ Diploma Financial Planning FNS50615 - Kaplan Australia ~ RG146 Securities & Managed Investments - Kaplan Australia |
| Jacob Ryan-mccormack | 2023 | 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 ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ 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 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) |
| 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 Abrahams | 2000 | Bachelor of Business (Accounting & Business Law) - University of Technology Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Graduate Diploma of Applied Finance & Investment - Securities Insitute |
| 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 |
| Jason Galea | 1994 | Bachelor of Business - Swinburne University ~ Diploma of Financial Planning - Deakin University ~ 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 |
| 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 |
| Jeremy Adam Galloway Morrison | 2012 | Bachelor Degree - Commerce - University of Ballarat ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Jodie Lee Whykes | 2000 | Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) |
| Joel Mathew Bateman | 2022 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Advanced Financial Planning - Kaplan Professional |
| John Mulcahy | 1998 | Bachelor of Commerce - University of Southern Queensland ~ Diploma of Financial Planning - FPA/Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance and Investment - FINSIA |
| 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 |
| Jonathan Stewart Henderson | 2023 | Graduate Diploma of Financial Planning - Kaplan Professional |
| 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 |
| Jordan Luke Burdon | 2005 | Advanced Diploma Financial Service (Financial Planning) FNS60404 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - AMP ~ RG146 Margin Lending - MLC ThreeSixty |
| 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 ~ 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) ~ 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) |
| Justin Samuel Rynehart | 2018 | Bachelor of Business (Finance) - Charles Sturt University ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| 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 |
| 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 |
| 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 |
| Liam Diggin | 1993 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Graduate Certificate in Commerce (Financial Planning) - University of Sydney ~ 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 |
| Malcolm Robert Brown | 1988 | Certified Financial Planner (CFP) - FPA ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association ~ Ethics and Professionalism In Financial Advice - Kaplan Professional |
| Marc Travis Cook | 2015 | Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Planning FNS50611 - MLC ThreeSixty |
| Marina Hearne | 2015 | Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professinal ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - 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 ~ RG146 Margin Lending - MLC ThreeSixty |
| Mark O'connell | 1983 | Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Financial Planning Certification Course - Independent Centre of Financial Planning ~ Managed Investments, Superannuation, Core and Life Insurance - Integratec |
| 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 ~ 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 |
| 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 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 |
| 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 Thomas Starcevich | 2002 | Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty |
| 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 ~ Commercial Law - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Fellow Chartered Financial Practitioner - Association of Financial Advisers (AFA) ~ Tax for Financial Advising - 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 |
| Melanie Kate Monk | 2002 | Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Certified Financial Planner - Financial Planning Institute of Australia ~ Margin Lending - MLC ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor education |
| Melissa Miller | 2016 | ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan Professional |
| 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 ~ Diploma Financial Planning DFP 1-7 - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
| Michael Dudesin | 2009 | Client Engagement Skills - Kaplan Professional ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ Ethics and Professionalism in Financial Advice - 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 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 |
| 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 |
| Nathan Rogers | 2003 | Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Bachelor of Commerce - Federation University Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty |
| Neil John White | 1989 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University |
| Niall John Hughes | 2018 | Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Bachelor Commerce (EcoNomics Finance) - Curtin University ~ Diploma Financial Planning FNS50615 - Mentor Education Group |
| 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 |
| Nicolas Scott Basham | 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 |
| Nicole Elizabeth O'sullivan | 2022 | Bachelor of Management (Marketing) - Deakin University ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Nicole Florisson | 2008 | Bachelor of Business - University of Tasmania ~ Certified Financial Planner Status (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Ethics & Professionalism in Financial Advice FPC002B - Kaplan Australia ~ Taxation Planning Certificate - Kaplan Australia |
| Nicole Murphy | 1992 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Diploma of Financial Planning - FPA |
| 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 |
| Osman Ozkara | 2016 | Advanced Diploma of Financial Planning - Integrity Education ~ Diploma Financial Planning FNS50611 - Integrity Education Group ~ RG146 Margin Lending - Integrity Education Group |
| Pantelis Cleoudis | 2018 | Bachelor of Business - University of Tasmania ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional |
| 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 Seidl | 2016 | Australian Taxation Law for Tax (financial) Advisers - AAMC Training Group ~ Bachelor of Business (Financial Planning) - La Trobe University ~ Managed Investment Adviser (Personal Advice) - Mentor Education |
| 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 |
| Penny Davina Collicoat | 2014 | Bachelor of Commerce - University of Melbourne ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ Graduate Diploma of Applied Finance & Investment - Securities Institute ~ RG146 Investment Planning 1 - Integratec Training ~ RG146 Margin Lending & Geared Investments - 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 |
| Phillip Brady | 1988 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Graduate Diploma Applied Finance (Financial Planning) - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional ~ 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 |
| Rebecca Leigh Lister | 2006 | Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Diploma Financial Services (Financial Planning) - Tribeca ~ SMSF Specialist Accreditation Course - SMSF Strategies |
| 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 John Mair | 2013 | Advanced Diploma Financial Planning FNS60410 - Kaplan Professional ~ Diploma Financial Planning FNS50610 - Kaplan Professional |
| 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 |
| Robert Wolski | 2009 | Bachelor of Arts (Psychology) - Macquarie University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - MLC ThreeSixty ~ Graduate Diploma Applied Finance (Financial Planning) - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty |
| 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 |
| Rowan Charles Wadley | 1998 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Applied Self Managed Super Fund Advice - Australia Executor Trustees ~ Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - MLC |
| 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 Patrick Wallis-smith | 1996 | Bachelor Commerce - University of Adelaide ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
| 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 ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Financial Advice Regulation - Deakin University ~ MAI769 - Ethics for financial services (Intensive) - 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 Charles Tonkin | 1988 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Diploma of Financial Planning - Independent Centre of Financial Training ~ Margin Lending - MLC |
| Shane Joseph Butler | 1990 | Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
| Shannah Whalen | 2017 | Bachelor of Commerce (Commercial Law) - Swinburne University of TechNology ~ Master of Financial Planning - Deakin University |
| Stefan Miraglia | 2016 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Accounting) - The University of Adelaide ~ Master of Financial Planning - Griffith University Queensland ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional |
| 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 ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers ~ Master of Business Administration - Murdoch University ~ SMSF Specialist Advisor - SMSF Association |
| 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 ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - International Institute of Technology |
| 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 |
| 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 |
| 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 | ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan ~ Bachelor of Economics - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Royal Melbourne Institute of Technology (RMIT) ~ Self Managed Superannuation Funds Adviser Accreditation - Financial Essentials |
| Todd Burnell | 2000 | Advanced Diploma Financial Services (Financial Planning) FNB60402 - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning - Financial Planning Association (FPA) ~ Diploma Financial Planning FNS50611 - 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 |
| Tracey Doreen Nuttall | 2010 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - MLC ~ Master of Financial Planning - Kaplan Professional |
| 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 Styles | 2012 | Bachelor of Commerce (Property and Finance) - Curtin University of Technology ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Marketing Management - Central TAFE |
| Trent David Snell | 0 | Bachelor of Arts (Major Sociology) - Deakin University ~ Bachelor of Commerce (Major Accounting) - Deakin University ~ Diploma of Financial Planning - KAPLAN ~ Graduate Diploma of Financial Planning - Deakin University |
| 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 |
| Wesley Gervais Folkard | 2018 | Bachelor Business (Financial Risk Management) - Victoria University ~ Ethics & Professionalism in Financial Advice - Kaplan Professional |
| 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 |