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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
Melbourne, 3000, 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

NameFirst provided adviceQualification and trainings
 Aaron Hopkins2010Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia
 Aaron Keith Roberts2008Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Aaron Mark Washfold2007Bachelor of Commerce Economics and Finance - Curtin University of Technology ~ Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Finsia ~ Margin Lending - MLC ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor education
 Aaron Sean Doig2004Advanced Diploma of Financial Planning - Kaplan ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Fund (SMSF) Adviser Education Program - Financial Essentials
 Adam Bordignon2007Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Margin Lending and Geared Investments - Financial Essentials
 Adam Charles Lewis2018Advanced Diploma of Financial Services - NIBA College ~ Diploma of Financial Planning - Mentor Education
 Adam Ross Greentree1995Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Master of Financial Planning - University of Sunshine Coast ~ RG146 Margin Lending - MLC ThreeSixty
 Adam William Van DE Water2000RG146 DFS(FP) 3 - Investment Planning 1 - Integratec Training ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Adrian John Garrone1999Bachelor 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 Mcdowell2002Certified 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 Palmer1995Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University ~ Self Managed Super Funds - Quantum Financial Training
 Alastair Hodge2017Bachelors in Applied Finance - Macquarie University ~ Diploma of Financial Planning - Kaplan
 Aldis Purins1989Certified 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
 Alex Holmes0Bachelor of Commerce (Financial Planning) - University of Sunshine Coast
 Alex Trikolas1989Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA
 Alexander Cheng2007Advanced 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 Naylor2013Bachelor Commerce (Accountancy Financial Planning) - University of Wollongong
 Alison Foenander1995Master of Laws - Monash University ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Alister James Paskins2005Certified 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
 Amanda Lee Dodman2007Bachelor of Commerce (Accounting & Financial Planning) - Deakin University ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Andrew Brian Goodhand2007Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Andrew Bruce Roberts2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Tier 1 Derivatives - Personal Advice - Kaplan Professional
 Andrew David Campbell1996Bachelor 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 Bird2001Advanced Diploma of Financial Planning - Deakin University ~ Bachelor of Business (Banking and Finance) - Monash University ~ Self Managed Superannuation Funds - Kaplan Professional
 Andrew Girardi1998Advanced 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 James Washfold2012Advanced Diploma of Financial Services - Kaplan ~ Diploma of Financial Services - Kaplan
 Andrew John Molyneaux2011Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma - Business and IT - Smurfit School of Business University College Dublin ~ Advanced Diploma - Financial Planning - Kaplan ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor educations
 Andrew Paul Carra2002Diploma Finance and Mortgage Broking Management FNS50315 - AAMC Training Group ~ RG146 Margin Lending - MLC ThreeSixty
 Andrew Philip Scott2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Angela Menendez2010ASX Listed Products Accreditation Course (LPAC) - LPACOnline ~ Bachelor of Commerce (Accounting) - The Univeristy of Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Applied Finance - Major in Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Angelo Adam2013Accredited 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
 Anona Josephine Fitzgerald1998RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Anthony D'alessandro1995Advanced Diploma Financial Services (Financial Planning) - Tribeca ~ Diploma Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super Funds Strategies Intensive Borrowing Course - SMSF Strategies
 Anthony Dann2000Certified 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 Hill2001ASX 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 Gauci2016Bachelor Business (Law) - Open Universities Australia ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ RG146 Securities and Managed Investments - Kaplan Australia
 Anthony Robert Wellington2005Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Anthony Stephen Smith1979Certificate in Financial Markets - Securities Institute ~ Diploma Financial Planning (DFP) - Deakin University ~ Fellow Chartered Financial Practitioner (FCHFp) - Association of Financial Advisers
 Anton Wasyl Boreckyi1981Accredited 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 Cimino1999Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Super Funds - Tribeca
 Antony Leith Minchin2009Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia ~ Tier 1 RG146 Margin Lending - Kaplan Australia
 Benjamin Andrew Calder1995ASX 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 Beveridge2017Advanced Diploma of Financial Planning - Kaplan Australia ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Graduate Diploma of Financial Planning - Kaplan Australia
 Benjamin Filip2017Diploma Financial Planning FNS50611 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Benjamin John Luke Seymour2005Margin Lending & Geared Investments - Kaplan Australia ~ Master of Commerce (Financial Planning) - Western Sydney University
 Benjamin John Rees Newman2015Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Bachelor Business (Hospitality Management) - TAFE SA ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - Monarch Institute
 Benjamin Nathan Levy1986Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma Financial Services (Financial Planning) - Kaplan Professional
 Benjamin Philip Eddy2002Diploma Financial Advising - Financial Services Institute of Australasia (Finsia) ~ Self Managed Super Funds - Tribeca
 Benjamin Ross Smith2004Bachelor of Commerce (Economics and Finance) - University of Sydney ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 Bernard John Morgan1982Diploma of Financial Planning Equivalent - Integratec
 Boris Kolevski1996Bachelor 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
 Bradd Scott Duhring2002ASX Listed Product Accreditation Course - LPAC Online ~ Advanced Diploma of Financial Planning - Tribeca ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan
 Bradley Robert Bacon1997Bachelor of Associate Arts and Science - Accounting & Finance - Edmonds Community College ~ Diploma in Financial Services (Financial Planning equivalent) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Bradley Witt2011Advanced 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 Campbell1999Bachelor 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 Barnes2000Advanced 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 Billington2003Advanced 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 Smith2011Advanced 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
 Bruce Seidl2004Certificate of Business Studies in Accounting - Preston College of Technical and Further Education ~ Financial Planning Module - The Securities Institute of Australia ~ Insurance Planning: Principles & Applications - Independent Centre of Financial Training ~ Policy Statement 146 Knowledge Assessment - Integratec ~ Retirement Planning - Independent Centre of Financial Training
 Caitlin Grace Walker2016Bachelor of Commerce (Financial Planning) - Deakin University ~ Derivatives Adviser (Personal Advice) - Mentor Education Group ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Managed Investment Adviser - Mentor Education Group ~ RG146 Margin Lending Adviser (Personal Advice) - Mentor Education Group
 Cameron Mercer2010Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Diploma of Financial Planning FNS50804 - MLC ThreeSixty
 Cameron Obliubek2004Bachelor 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 Hopgood2008928 RG146 Margin Lending - Kaplan Australia ~ Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Tribeca
 Carly Tonkinson2001Advanced Diploma Financial Services (Financial Planning) FNB60402 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Cassandra Joy Brockway2004Advanced Diploma Financial Services (Financial Planning) FNS60404 - Tribeca ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Client Engagement Skills - Kaplan Professional ~ Diploma Financial Services (Financial Planning) FNB50802 - Integratec Training ~ RG146 Margin Lending - MLC ThreeSixty
 Catherine Anne Allen2010Bachelor 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 Appleby2002Bachelor 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
 Chantal Rosser2009Bachelor of Commerce (Financial Planning) - Deakin University ~ Certified Financial Planner (CFP) Funds - Financial Planning Association ~ Self Managed Superannuation Funds - Kaplan Professional
 Charbel Boutros2007Advanced Diploma Financial Services (Financial Planning) FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Christopher Broome2015Advanced Diploma of Financial Planning FNS60415 - Kaplan Australia ~ Bachelor of Business (Health Science) - Auckland University of Technology ~ Client Engagement Skills - Kaplan Professional ~ Diploma Financial Planning FNS50611 - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Christopher Bryan Kelly2006Bachelor 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 Scriva2008Diploma 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 Turner1988Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University ~ Self Managed Super Funds - Kaplan Professional
 Christopher William Miles1999Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Services (Financial Planning) 1-4 - Mixed Providers
 Colin Andrew Ash2000Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNB50802 - Integratec Training ~ RG146 Tier 1 Margin Lending - Kaplan Australia
 Collin James Fox2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business - Griffith University ~ Margin Lending - Kaplan Professional
 Conrad Greer1990Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma - Financial Planning - tribeca ~ Diploma - financial advising - securities institute ~ Diploma - financial services - tribeca ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Corey Dale Roberts2001Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty ~ Self Managed Superannuation Funds - Kaplan Australia
 Craig Allan Hewett1982Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University
 Craig Andrew Billing1996Aged 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 Scarr2001Certified 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 Beck2004ASX Listed Products Accreditation Course (LPAC) - Savings Factory ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Super Fund (SMSF) Adviser Education Program - Financial Essentials
 Damian Gibson2018Diploma Financial Planning FNS50615 - Mentor Education Group
 Damien Griffiths2003Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ SMSF Accreditation - Terra Cordis
 Damien Matthew Scott2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Fellow Chartered Financial Practitioner - AFA ~ TPB Code of Professional Conduct - Kaplan Professional
 Damien Neville Macfarlane2007Accredited Listed Product Adviser Program - Kaplan Professional ~ Diploma of Financial Advising - Securities Institute of Australia ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor education
 Daniel Achille Aiello2015Bachelor Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ RG146 928 Margin Lending - Kaplan Australia
 Daniel Alexander Meilak2018Bachelor of Business (Banking & Finance) - Victoria University ~ RG146 Margin Lending - MLC ThreeSixty
 Daniel James Bryant2015Bachelor of Commerce - University of New South Wales (NSW) ~ Bachelor of Economics - University of New South Wales (NSW) ~ Diploma of Financial Planning - Kaplan Professional
 Daniel James Hawke2003Certified 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 Perkins2001Certified 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 Franklin2005Advanced 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 Ramke2004Bachelor 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 Thode1995Advanced 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 Pereira2011Advanced 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 Mann1989RG146 Margin Lending - MLC ThreeSixty
 David Anthony Hazlewood1996ASX 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 Anthony Macmanus2003Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Mentor Education
 David Edward Weir2008Advanced Diploma Financial Planning FNS10 - Monarch Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan Australia
 David Paul Brennan Bartels2008Advanced 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 Peter Michael Higgins2013Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma Financial Planning - Kaplan Professional ~ Bachelor of Business (Financial Planning) - Australian Catholic University ~ Diploma of Financial Planning - Kaplan Professional
 David Samuel Linco2008Advanced Diploma Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Self Managed Super Funds - Mentor Education
 Dean Anthony Greacen2010Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 928S Margin Lending (928SML) - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Dean John Farmer1994Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Self Managed Superannuation Fund (SMSF) Adviser Education Program - Financial Essentials
 Deanne Maree Eriksen2018Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology
 Devlin Stirling Joyes2010Advanced 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 Zartaloudis2007Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional
 Dino Cataldo2009Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ RG146 Margin Lending - MLC ThreeSixty
 Efstathia Cossey2009Bachelor 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
 Elise Maree Hamill2008Bachelor of Commerce Applied Finance (Planning) - University of Wollongong ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan Professinal ~ Master of Applied Finance (Major Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professinal
 Emily Jane Males2018Bachelor Business (Management) - Western Sydney University ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ RG146 Managed Investments Securities - Kaplan Australia
 Eng K Ooi2002Certified 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 Leyden1987Bachelor Degree - Education - Victoria University ~ Graduate Diploma - Financial Planning - Securities Institute of Australia
 Esti Appleby2005Advanced 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 Roberts2014Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50408 - Kaplan Australia ~ RG146 Tier 1 Margin Lending - Kaplan Australia
 Garry Michael Mccormick1996ASX 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
 Gary Brian Tucker1983Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Deakin University/Financial Planning Association (FPA)
 Gavin Branford2003RG146 Margin Lending - MLC ThreeSixty
 Geoffrey David Wotzko1998Associateship 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 Munday2003Bachelor of EcoNomics - University of Sydney ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 George EL Jouni2006Advanced Diploma of Financial Planning - Kaplan Australia ~ Diploma of Financial Planning FNS50804 - MLC ThreeSixty ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Gianni LA Scala2004Advanced Diploma of Financial Planning FNS60404 - Tribeca ~ Bachelor of Commerce (Finance & Computer Studies) - Flinders University
 Glen Michael Corcoran1996Accredited 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 Head2001Certified Financial Planner - FPA ~ Graduate Diploma in Financial Planning - Securities Institute
 Graeme Kenneth Wandel1992Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Grant Christopher Wilson2010Bachelor of Commerce (Economics/ Finance) - University New South Wales ~ Diploma Financial Planning (DFP) - Deakin University ~ Listed Product Accreditation Course - Savings Factory
 Grant Edward Fisher2007Advanced 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 Pethick2011Advanced 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 John Polglase1998Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Deakin University/Financial Planning Association (FPA) ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds Adviser Accreditation - Financial Essentials
 Guy Alastair Rigby2002Advanced Diploma Financial Services (Financial Planning) - Mentor Education ~ Self Managed Super Funds - Mentor Education
 Harro Wennrich2006Advanced 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 Allen1999Bachelor Degree - Economics - Flinders University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Jacques Christopher Desire2007Bachelor of Business (Economics & Finance) - RMIT ~ Graduate Diploma of Financial Planning - FINSIA ~ SMSF Specialist Advisors (SSA) - SMSF Association
 James Arthur Buckingham2003Advanced 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 Herriman2006Bachelor 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 Brien2018Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Bachelor Commerce (Finance Management) - University of Wollongong ~ Diploma Financial Planning FNS50611 - International Institute of Technology
 James Morton Kelly2017Advanced 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 Baxter1999ASX 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 Esselmont2005Advanced 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 Tang1999Bachelor 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 Casement2005Advanced 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 Owen2011Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning FNS50804 - Kaplan Australia ~ Master of Business Admin - Deakin University
 Jarryd Vinton2008Bachelor of Commerce (Accounting & Financial Planning) - University of Wollongong ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Jason Abrahams2000Bachelor 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 Cooke2001Advanced 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 Flavel2005Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNB50402 - AMP ~ RG146 Derivatives - Financial Education Professionals
 Jason Galea1994Bachelor 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 Weir2006Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - FSTA
 Jayden Henry Charlton2018Bachelor Business (Financial Risk Management) - Victoria University ~ Master of Financial Planning - Kaplan Australia ~ RG146 Tier 1 Margin Lending - Kaplan Australia
 Jeffrey Graeme Munro2015Bachelor 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
 Jodie Lee Whykes2000Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 John Charles Robinson1987Certificate in Financial Markets - Securities Institute ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional
 John Hevron1999ASX Listed Products Accreditation Course (LPAC) - LPACOnline ~ Advanced Diploma Financial Planning - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - Tribecca ~ Margin Lending - MLC
 Jonathan Scott Brittain2006Advanced Diploma Financial Services (Financial Planning) FNB60402 - MLC ThreeSixty ~ 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
 Jonathon Bastow Croome2006Bachelor of Commerce - University of Tasmania ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma Financial Planning - Securities Institute
 Jonathon Charles Piefke2000Advanced 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 Burdon2005Advanced 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 Anthony Wingrove2011Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce - Flinders University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Fellow Chartered Financial Practitioner - Association of Financial Advisers ~ Margin Lending and Geared Investments - Kaplan Professional
 Joshua Brian Evans2010ASX 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 Smith2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - University of Tasmania
 Joshua William Hamblin2009Advanced 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 Dolan2000Bachelor 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
 Julianne Lockeridge1996Accredited Listed Product Adviser Program - Kaplan Professional ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending and Geared Investements - Kaplan Professional
 Julie Ellen Schafer-evans2005Master of Applied Finance - University of Sydney ~ RG146 Margin Lending - MLC ThreeSixty
 Julio Carrieri1991ASX 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 Putman2005Advanced 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 Rynehart2018Bachelor of Business (Finance) - Charles Sturt University ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Kate Margret Phillips2005Advanced Diploma of Financial Planning FNS60404 - Tribeca ~ Bachelor of Education - University of South Australia ~ Bachelor of Teaching - University of South Australia ~ Diploma of Financial Planning FNS50804 - Tribeca
 Kate Rochelle Schembri2006Diploma 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 Styles2015Bachelor of Commerce (Financial Planning Accounting Finance) - Deakin University ~ Diploma of Financial Planning FNS50611 - Mentor Education Group
 Kathryn Ann Elizabeth Casey1998Certified 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
 Kathryn Mary Haas2005Accredited Listed Product Adviser Program - Kaplan Professional ~ CFP - Certified Financial Planner - Financial Planning Standards Board ~ Diploma of Financial Planning - FPA ~ Margin Lending - MLC ~ Self Managed Superannuation Funds - Tribeca
 Keenan Paul Maes2018Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending Accreditation Program - Stockbrokers and Financial Advisers Association Limited
 Kerryn Anne Shaw2003Advanced Diploma of Financial Planning - Kaplan Professional ~ Associate Diploma of Accounting - TAFE SA ~ Diploma of Fiancial Planning - FPA ~ Graduate Certifcate in Professional Accounting - The University of New England ~ Self Managed Superannuation Funds - Kaplan Professional
 Kevin Francis Mccarthy2004Advanced 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 Mcdonald2014Advanced 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 Gramelis2013Diploma Financial Planning FNS50611 - International Institute of Technology ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty ~ Self Managed Superannuation Funds - International Institute of Technology
 Kurt Fitzgibbon2000Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super Funds - SMSF Strategies
 Kyle Surman1984ASX Listed Products Accreditation Course (LPAC) - LPACOnline ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA
 Kyriacos Nicos Karalouka1996Accredited Listed Product Adviser Program - The savings factory ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP) - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super Funds - Tribeca
 Lachlan Robert Carmody2014Diploma Financial Planning FNS50610 - Kaplan Australia
 Launce Peter Ronald Kent2013Advanced 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-palazzo2003Bachelor of Economics - University of Adelaide ~ Certified Financial Planner Program - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Tribeca
 Lee Fen Goh2008Advanced 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 Nickelson2013Advanced 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 Jackson2003Ethics 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 Parker2007Advanced 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 Sando2018ASX 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 Phillips1993Advanced Diploma Financial Services (Financial Planning) FNB60402 - Integratec Training ~ Diploma Financial Services FP FNB50802 - Integratec Training ~ RG146 Margin Lending - MLC ThreeSixty
 Leonardo Vargiu1999Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Financial Essentials ~ Self Managed Super Funds Specialist Advisor - SPAA (SMSF Professionals Association of Australia)
 Liam Diggin1993Certified 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 Butt2003Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Lindim Kamberi2017Advanced Diploma of Financial Planning FNS60415 - Kaplan Australia ~ Bachelor of Multimedia (Business Marketing) - Swinburne University ~ Diploma Financial Planning FNS50615 - Kaplan Australia ~ RG146 Securities and Managed Investments - Kaplan Australia
 Louise Elizabeth Birrell2016Bachelor of Commerce in Financial Planning and Investments - Griffith University
 Lucinda Gallop2010Diploma of Financial Planning - Financial Planning Association (FPA)
 Luke David Fletcher2009Diploma of Financial Advising - Securities Institute ~ Listed Product Accreditation Course - Savings Factory ~ Master of Financial Planning - University of the Sunshine Coast
 Luke John Taylor2005Advanced 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 Jones2013Bachelor of Business - Victoria University of Technology ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - Kaplan Professional ~ Master of Business - Victoria University of Technology
 Malcolm Kenneth Dobson1991Advanced Diploma Financial Planning - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Malcolm Robert Brown1988Certified Financial Planner (CFP) - FPA ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association ~ Ethics and Professionalism In Financial Advice - Kaplan Professional
 Marc Travis Cook2015Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Planning FNS50611 - MLC ThreeSixty
 Marina Hearne2015Diploma 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
 Mario Cananzi1993Certified Financial Planner - CFP ~ Diploma of Financial Planning - FPA ~ Self Managed Super Fund Course - Tribeca
 Mario DI Martino1989Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma Financial Services (Financial Planning) - Tribeca ~ Diploma Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Financial Essentials ~ SMSF Borrowings Specialist Adviser Program, - Financial Planning Association of Australia (FPA)
 Marion Jean Kilsby1999RG146 Margin Lending - MLC ThreeSixty
 Mark Anthony Connell2000Certified 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 Farmer2001Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Mark Carroll1998Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Mark Geoffrey Chapman1999Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Mark Graham Washfold2002CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending - MLC
 Mark Mcgree2005Ethics and Professionalism in Financial Advice - Kaplan Professionalism ~ Graduate Diploma Financial Planning - Securities Institute ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Mark Mcneany1991Certified 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
 Mark O'connell1983Fellow 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 Peter Welch2009RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Mark Struik2001Bachelor EcoNomics - Monash University ~ RG146 925 Tier 1 Compliance solution - Life Insurance - Securities Institute ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Martin Drew Potts1987Certified 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 Cook2012Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Planning - Future Staff ~ RG146 Provide Advice in RG146 Margin Lending - Mentor Education Group
 Martin Joseph Cimino2012Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional
 Martin Joseph Hunter1984Certified 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 Kirkman2000Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Matthew Brian Bonnor2001Bachelor 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 Smith2018Bachelor of Commerce (Applied Economics and Finance) - University of Ballarat ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Matthew Edward Hams2002Advanced 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 Brendan Wright2014Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Matthew James Dobson2012Advanced 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 Groat2008Advanced Diploma of Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ RG146 Margin Lending - MLC ThreeSixty
 Matthew Monaco2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Property) - Curtin University of Technology ~ Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Matthew Neill2010Advanced 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 Schutz2008Advanced 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 Starcevich2002Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Matthew William Hawkins2009Bachelor Commerce - University of Tasmania ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty ~ Self Managed Superannuation Funds - Kaplan Australia
 Maurice Giampetrone2004Advanced Diploma of Financial Services (Financial Planning) - Tribecca ~ Margin Lending - MLC
 Mauro Grossi2008Bachelor of Applied Finance - University of South Australia ~ Bachelor of Commerce - University of South Australia
 Mei Tak Wong2012Advanced 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 Lever2014Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ Bachelor of Business (Management) - La Trobe University
 Melanie Kate Monk2002Bachelor 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 Miller2016ASX Listed Products Accreditation Course (LPAC) - LPACOnline ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Michael Colin Batten2006Advanced 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 Boyd2005Advanced Diploma Financial Services (Financial Planning) FNS60404 - MLC ThreeSixty ~ Diploma Financial Planning DFP 1-7 - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Michael Dudesin2009Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Michael George Loizou1998Bachelor of Business - University of Technology Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Financial Planning Specialist - ICAA
 Michael John DE Bomford2016Advanced 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 Keith Hodge2003Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Michael Konstas1999Bachelor 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 Grech2004Bachelor 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 Galvin1991Certified 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 & Geared Investments - Kaplan Australia
 Mike Sikar2009Advanced Diploma Financial Services (Financial Planning) FNS60408 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Najeeb Farfoud2005Advanced 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
 Natalee Catherine Cacozza2018Accredited Listed Product Adviser Program - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Nathan John Menegon2005Aged 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 Harris2001Bachelor 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 Rogers2003Advanced 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 White1989Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University
 Niall John Hughes2018Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Bachelor Commerce (EcoNomics Finance) - Curtin University ~ Diploma Financial Planning FNS50615 - Mentor Education Group
 Nicholas Kakalis2011Bachelor 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
 Nick Bregolin2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Commerce - Sydney Institute of Business and Technology ~ Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional Education
 Nicolas Scott Basham1997Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Nicole Florisson2008Bachelor of Business - University of Tasmania ~ Certified Financial Planner Status (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Investment Planning 1 Certificate - Kaplan Australia ~ Taxation Planning Certificate - Kaplan Australia
 Nicole Murphy1992Accredited Listed Product Adviser Program - Kaplan Professional ~ Diploma of Financial Planning - FPA
 Niranjan Ramjee2012Advanced Diploma of Financial Planning - Investment Banking Institute ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Traineeship Management Australia
 Nizam Emini1998Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Norman Dennis2009Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Provide Advice in Margin Lending - MLC ThreeSixty
 Osman Ozkara2016Advanced Diploma of Financial Planning - Integrity Education ~ Diploma Financial Planning FNS50611 - Integrity Education Group ~ RG146 Margin Lending - Integrity Education Group
 Pantelis Cleoudis2018Bachelor of Business - University of Tasmania ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Parasuraman Chandran2018Advanced 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 Blackadder1997Diploma Financial Planning DFP1-7 - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Paul Ian Brown2001Diploma Financial Planning (DFP) - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Financial Planning - University of the Sunshine Coast
 Paul Larkin2008Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Paul Richard Mulock1994ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Bachelor of Commerce - The University of New South Wales ~ Bachelor of Laws - The University of New South Wales ~ Diploma of Financial Planning - Deakin University ~ Margin Lending - Pinnacle
 Paul Russell Black2003Bachelor of Business - Edith Cowan University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Services - Tribeca ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Funds (SMSF) Adviser Accreditation - Financial Essentials
 Paul Stephan1998Certified 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 Collicoat2014Bachelor 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 Geoffrey Rawlings1983Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Peter Hamilton2000Bachelor 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 Hawcroft2004Core Subjects within Bachelor of Commerce in Financial Planning (8 subjects = full ps146 compliance) - Griffith University
 Peter Schokman2018Diploma Financial Planning FNS50615 - Mentor Education Group ~ Master of Business (Finance) - University of Technology Sydney
 Philip Taaffe2001Advanced 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 Brady1988Certified 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 Scarpino2018Bachelor of Business Majoring Account - Footscray Institute of Technology ~ Diploma of Financial Planning - FPA
 Purnaka Pushpalal Kumarasena2010Advanced Diploma Financial Planning FNS60415 - Monarch Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Managed Investment & Securities - Investment Banking Institute ~ RG146 Risk Management - Pinnacle Financial Services Academy ~ RG146 Superannuation - Kaplan Australia
 Rachel Maree Schumann2003Advanced 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 Whittaker2004Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNB50802 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Rhonda Ann Mckenzie1997Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Richard Byrnes1986Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma Financial Planning - AAMC Training Group ~ Diploma - Financial Planner Level One - Financial Planning Association of Australia ~ Margin Lending - MLC ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor education
 Richard Unmack1996Certified 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 Koral2001DFP 8 - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Ricky Soo2004Bachelor 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 Chiswell2003Advanced 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 Gothard1996Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Robert Kirtley2007Bachelor 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 Murray Allison1983Advanced Diploma of Financial Planning - Kaplan Professional ~ Adviser Accreditation Course - AXA ~ SMSF (Self Managed Superannuation Fund) Adviser Education Program - Financial Essentials
 Robert Sean Keane2001Advanced Diploma Financial Planning - AMC Training Group ~ Bachelor of Business - Bachelor of Business [Footscray Institute of Technolog ~ Margin Lending - MLC
 Robert Wolski2009Bachelor 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 Bell2016Accedited 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 Paul1998Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia
 Roger Raymond Ellingworth1983Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University ~ Estate Planning Accreditation - Australian Executor Trustees ~ Master of Business - RMIT ~ Self Managed Super Funds - Tribeca
 Ronald Aubrey Clarke2002Advanced Diploma of Financial Planning - Tribeca ~ Bachelor of Commerce - University of Western Australia ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Fund (SMSF) Adviser Accreditation - Financial Essentials
 Rowan Charles Wadley1998Accredited 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 Kimpton1985Accredited Listed Product Adviser Program - Kaplan Professional ~ Diploma in Education - The University of Melbourne ~ Diploma of Financial Planning - FPA ~ Margin Lending - MLC ~ Self Managed Superannuation Funds - Kaplan Professional
 Russell Bruce Crozier1987Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Ryan Anthony Fennell2009Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending (DPML) - Pinnacle Financial Services Academy
 Ryan Dupuis1999Client 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 Porter2009Advanced Diploma Financial Planning FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Ryan John Oliver2006Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services(Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - Kaplan Australia
 Ryan John Sealey2010Bachelor Commerce (Financial Planning) - Deakin University
 Ryan Philip Kelly2010Advanced 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
 Ryan Towers2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Engineering (Chemical Engineering) - The University of Melbourne ~ Diploma of Financial Planning - Kaplan Professional ~ Fellow Chartered Financial Practitioner (FChFP) - AFA
 Sabatino John Troncone1985ASX Listed Products Accreditation Course (LPAC) - LPACOnline ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Samantha Leigh Robinson2011Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology (IIT) ~ Fellow Chartered Financial Practitioner - Association of Financial Advisers ~ Specialist Margin Lending Course - International Institute of Technology (IIT)
 Samuel Patrick Wallis-smith1996Bachelor 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 Mcdonald2003Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Scott Andrew Mckeown2005Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma Financial Services (Financial Planning) - Tribeca/Kaplan ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Scott Kirkwood1989Advanced 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) ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Scott Tang2001Advanced 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 West2001Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ MAI769 - Ethics for financial services (Intensive) - Deakin University ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Shane Anthony Bonke2008Advanced 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 Tonkin1988Accredited Listed Product Adviser Program - Kaplan Professional ~ Diploma of Financial Planning - Independent Centre of Financial Training ~ Margin Lending - MLC
 Shane Joseph Butler1990Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Shane Lamprey1998Advanced Diploma Financial Services (Financial Planning) - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Shannah Whalen2017Bachelor of Commerce (Commercial Law) - Swinburne University of TechNology ~ Master of Financial Planning - Deakin University
 Shaun Michael Frost1987Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending - Personal Advice - Kaplan Professional
 Shaun Michael Philip Long2002Diploma of Financial Planning (DFP 1-8) - Financial Planning Association ~ Master of Financial Planning - Griffith University
 Simon Dundas-smith2011Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business (Financial Planning) - RMIT ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Margin Lending and Geared Investments - Kaplan Professional
 Simon Peter Leigh1998Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning - Financial Planning Association (FPA) ~ RG146 Margin Lending & Geared Investments - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Sotirios Anagno1995Accredited Listed Product Adviser Program - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Deakin University/Financial Planning Association (FPA) ~ Margin Lending - Personal Advice - Kaplan Professional ~ Self Managed Superannuation Fund (SMSF) Adviser Accreditation - Kaplan
 Stefan Miraglia2016Advanced 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 Mitchell2018Bachelor Business (Banking & Finance) - Victoria University ~ Diploma Financial Planning FNS50615 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Managed Investments & Securities - Kaplan Australia
 Stephen Paul Gorrie2000Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ SMSF Specialist Accreditation Course - SMSF Strategies
 Steven Colin Johnstone2003Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business - University of Western Sydney ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending - MLC
 Steven Dobson2001Advanced Diploma of Financial Services - Kaplan Professional ~ Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self-Managed Superannuation Funds - Kaplan Professional
 Steven Nickelson2008Bachelor of Commerce (Accounting & Financial Planning) - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Stuart James Cain2005Advanced 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 Matheson2015Bachelor of Commerce - Deakin University
 Stuart James Mcdonald2007Advanced 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 Gillman2009Advanced 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 Heidrich2004Bachelor 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
 Terry Panigiris1988ASX Listed Products Accreditation Course - LPACOnline ~ Bachelor of Business - The New South Wales Institute of Technology ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA
 Theo Christopoulos1987Accredited Listed Product Adviser Program - Kaplan Professional ~ CFP - Certified Financial Planner - Financial Planning Association of Australia Ltd ~ Graduate Diploma - Business Administration - Swinburne University ~ Margin Lending - MLC
 Thi Mai Thao Lam2018Advanced Diploma of Financial Planning FNS60410 - Kaplan Professional ~ Bachelor of Business (Applied Finance) - Western Sydney University ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Professiona
 Tiffany Jane Hardwick2013Advanced 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 David Hall2006Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Finance - Charles Sturt University ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Commerce (Financial Planning) - University of Western Sydney ~ Self Managed Super Funds - SMSF Strategies
 Timothy John Donohue1987ASX 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
 Timothy Loomis1991RG146 Margin Lending - MLC ThreeSixty
 Todd Burnell2000Advanced 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 Davis2008Advanced 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 Andriske2013Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Tracey Doreen Nuttall2010Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - MLC ~ Master of Financial Planning - Kaplan Professional
 Travis John Keay2011Bachelor of Commerce (Global Economics and Finance) - Curtin University ~ Client Engagement Skills - Kaplan Professional ~ Diploma Financial Planning - MLC ThreeSixty ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Travis Styles2012Bachelor 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 Gribbin2005Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional
 Trevor Neil Morony2004Advanced Diploma Financial Services (FP) FNB60402 - MLC ThreeSixty ~ Diploma of Financial Services (Financial Planning) FNB50802 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Wayne Owen1988Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 William David Coggins2018Accredited Listed Product Adviser Program - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Yihsing Koo2001Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Advanced Strategies for SMSFs - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Yvonne Parasuraman2015Advanced Diploma Financial Planning FNS60410 - Integrity Education Group ~ Bachelor Arts (Econ.) - University of Madras ~ Diploma Financial Service (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - Integrity Education Group
 Zacharia Cartsidimas2010Bachelor Of Economics - La Trobe University ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ RG146 Margin Lending - MLC ThreeSixty