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 Hopkins | 2010 | Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia |
Aaron Keith Roberts | 2008 | Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan Professional Education |
Aaron Sean Doig | 2004 | Advanced Diploma of Financial Planning - Kaplan ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Fund (SMSF) Adviser Education Program - Financial Essentials |
Adam Charles Lewis | 2018 | Advanced Diploma of Financial Services - NIBA College ~ Diploma of Financial Planning - Mentor Education |
Adam Nash | 1998 | Certified Financial Planner - FPA/Deakin University ~ Diploma of Financial Planning - FPA/Deakin University ~ Graduate Diploma of Financial Planning - Kaplan |
Adam Ross Greentree | 1995 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Master of Financial Planning - University of Sunshine Coast ~ RG146 Margin Lending - MLC ThreeSixty |
Adam William Van DE Water | 2000 | RG146 DFS(FP) 3 - Investment Planning 1 - Integratec Training ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty |
Adrian John Garrone | 1999 | Bachelor of Commerce - James Cook University ~ Diploma Financial Planning FNS50615 - Mentor Education Group ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Master of Business Administration - Deakin University ~ RG146 Margin Lending & Geared Investments - Kaplan Australia |
Alan Geoffrey Mcdowell | 2002 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
Alastair Hodge | 2017 | Bachelors in Applied Finance - Macquarie University ~ Diploma of Financial Planning - Kaplan |
Aldis Purins | 1989 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Knowledge Assessment - Integratec ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Specialist Knowledge Area Securities & Derivatives - Integratec |
Alexander Benjamin Buchanan | 2003 | Bachelor of Business - Victoria University of Technology ~ Diploma of Financial Planning - FPA ~ Graduate Diploma in Applied Finance and Investment - Securities Institute |
Alexander Cheng | 2007 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce with First Class Honours - The University of Western Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self-Managed Superannuation Funds - Kaplan Professional |
Alexander William Naylor | 2013 | Bachelor Commerce (Accountancy Financial Planning) - University of Wollongong ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
Alison Foenander | 1995 | Master of Laws - Monash University ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty |
Alister James Paskins | 2005 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Graduate Diploma of Financial Planning - Kaplan Australia ~ Master of Financial Planning - Kaplan Australia ~ RG146 Tier 1 Margin Lending - Deakin Prime |
Allira Rhiannon Summerville | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Accounting and Financial Planning) - Deakin University ~ Diploma of Financial Planning - Kaplan Professional |
Anastasios George | 2008 | Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan |
Andrew Brian Goodhand | 2007 | Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
Andrew Bruce Roberts | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Tier 1 Derivatives - Personal Advice - Kaplan Professional |
Andrew David Campbell | 1996 | Bachelor of Business - University of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional |
Andrew Duncan Bird | 2001 | Advanced Diploma of Financial Planning - Deakin University ~ Bachelor of Business (Banking and Finance) - Monash University ~ Ethics and Professionalism in Finance Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
Andrew Girardi | 1998 | Advanced Diploma of Financial Planning FNS60415 - Mentor Education Group ~ Diploma of Financial Planning FNS50615 - Mentor Education Group ~ Diploma of Teaching (Primary Teaching) - Victoria University ~ Taxation Planning - Tribeca |
Andrew Paul Carra | 2002 | Diploma Finance and Mortgage Broking Management FNS50315 - AAMC Training Group ~ RG146 Margin Lending - MLC ThreeSixty |
Angelo Adam | 2013 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business & Commerce (Economics & Finance) - University of Western Sydney ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
Anita Isabell Massee | 2014 | Advanced Diploma of Financial Planning - Kaplan Professional ~ DFS(FP): Investment Planning 1 - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional |
Anthony Dann | 2000 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
Anthony James Hill | 2001 | ASX Listed Products Accreditation Course (LPAC) - LPACOnline ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Funds (SMSF) Adviser Accreditation - Kaplan |
Anthony Louis Gauci | 2016 | Bachelor Business (Law) - Open Universities Australia ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ RG146 Securities and Managed Investments - Kaplan Australia |
Anthony Robert Wellington | 2005 | Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty |
Anthony Stephen Smith | 1979 | Certificate in Financial Markets - Securities Institute ~ Diploma Financial Planning (DFP) - Deakin University ~ Fellow Chartered Financial Practitioner (FCHFp) - Association of Financial Advisers |
Anton Wasyl Boreckyi | 1981 | Accredited Listed Product Adviser Program - Savings Factory ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University ~ Master of Financial Planning - Kaplan ~ Self Managed Super Funds - Kaplan Professional |
Antonio Cimino | 1999 | Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Super Funds - Tribeca |
Antony Leith Minchin | 2009 | Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia ~ Tier 1 RG146 Margin Lending - Kaplan Australia |
Arlan Patrick Davine | 2018 | Advanced Diploma of Financial Planning FNS60415 - Integrity Education ~ Diploma of Financial Planning FNS50611 - Integrity Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
Ashley Ross | 2024 | Bachelor of Commence (Economics and Finance) - Federation University Australia ~ Graduate Diploma of Financial Planning - Kaplan Professional |
Benjamin Andrew Calder | 1995 | ASX Listed Products Accreditation Course (LPAC) - LPACOnline ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Fund (SMSF) Adviser Accreditation - Financial Essentials |
Benjamin Beveridge | 2017 | Advanced Diploma of Financial Planning - Kaplan Australia ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Australia |
Benjamin Filip | 2017 | Diploma Financial Planning FNS50611 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
Benjamin John Hall | 2000 | Bachelor of Business (Banking & Finance) - University of South Australia ~ Diploma in Financial Services - Deakin Financial Planning Pty Ltd ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
Benjamin Philip Eddy | 2002 | Diploma Financial Advising - Financial Services Institute of Australasia (Finsia) ~ Self Managed Super Funds - Tribeca |
Benjamin Ross Smith | 2004 | Bachelor of Commerce (Economics and Finance) - University of Sydney ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) |
Boris Kolevski | 1996 | Bachelor of Commerce (Accounting) - University of Wollongong ~ Certified Practicing Accountant (CPA) - CPA Australia ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending & Geared Investments - Kaplan Australia |
Boris Rikalo | 2016 | Bachelor of Business - La Trobe University ~ Certified Financial Planner (CFP) - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
Bradd Scott Duhring | 2002 | ASX Listed Product Accreditation Course - LPAC Online ~ Advanced Diploma of Financial Planning - Tribeca ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan |
Bradley Witt | 2011 | Advanced Diploma of Financial Planning - Mentor education ~ Bachelor of Commerce (Finance and Management) - Curtin University of Technology ~ Diploma of Financial Services - Kaplan Professional ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor education |
Bree Campbell | 1999 | Bachelor Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 928 Margin Lending & Geared Investments - Kaplan Australia |
Brendon Barnes | 2000 | Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ Bachelor of Business (Finance) - Edith Cowan University ~ Diploma Financial Planning - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty |
Brett Graham Billington | 2003 | Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia |
Brian James Henry Smith | 2011 | Advanced Diploma of Financial Planning FNS60415 - Kaplan Australia ~ Bachelor of Business (Agriculture Commerce) - University of New England ~ Diploma Financial Services (Financial Planning) FNS50804 - Intellitrain ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Securities & Derivatives - MLC ThreeSixty |
Briony Jade Gouldthorp | 2015 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commence (Accounting and Financial Planning) - Curtin University of Technology ~ CPA Program - CPA Australia ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
Cameron Obliubek | 2004 | Bachelor of Business (Economics & Finance) - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Finance Advice - Kaplan Professional ~ Master of Financial Planning - Royal Melbourne Institute of Technology (RMIT) ~ Self Managed Superannuation Funds - Kaplan Professional |
Campbell Munro Hopgood | 2008 | 928 RG146 Margin Lending - Kaplan Australia ~ Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Tribeca |
Carly Tonkinson | 2001 | Advanced Diploma Financial Services (Financial Planning) FNB60402 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty |
Catherine Anne Allen | 2010 | Bachelor Commerce (Accounting Financial Planning) - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ RG146 Margin Lending & Geared Investments - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia |
Chad Appleby | 2002 | Bachelor of Economics - Adelaide University ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
Charbel Boutros | 2007 | Advanced Diploma Financial Services (Financial Planning) FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty |
Christopher Allan Rehbein | 2010 | Advanced Diploma of Financial Services(Financial Planning) - Kaplan Professional Education ~ Bachelor of Financial Planning - CQU Rockhampton |
Christopher Broome | 2015 | Advanced Diploma of Financial Planning FNS60415 - Kaplan Australia ~ Bachelor of Business (Health Science) - Auckland University of Technology ~ Diploma Financial Planning FNS50611 - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
Christopher Bryan Kelly | 2006 | Bachelor of Commerce (Financial Planning and Investments) - Griffith University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
Christopher Scriva | 2008 | Diploma Financial Services (Financial Planning) FNS50408 - Kaplan Australia ~ Fellow Chartered Financial Practitioners (FChFP) - Association of Financial Advisers (AFA) ~ RG146 Margin Lending - MLC ThreeSixty |
Christopher Shaun Hilton Turner | 1988 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University ~ Self Managed Super Funds - Kaplan Professional |
Colin Andrew Ash | 2000 | Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNB50802 - Integratec Training ~ RG146 Tier 1 Margin Lending - Kaplan Australia |
Corey Dale Roberts | 2001 | Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty ~ Self Managed Superannuation Funds - Kaplan Australia |
Craig Alexander Stobbie | 2007 | Advanced Diploma of Financial Services (Financial Planning) - Australia & New Zealand Institute of Insurance & Finance ~ Bachelor of Arts - University of Western Australia ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
Craig Allan Hewett | 1982 | Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
Craig Andrew Billing | 1996 | Aged Care Gurus Accredited Adviser - Association of Independently Owned Financial Planners ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Fund Adviser Accreditation - Tribeca |
Craig Scarr | 2001 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Master of Commerce (Financial Planning) - University of Sydney |
Craig William Beck | 2004 | ASX Listed Products Accreditation Course (LPAC) - Savings Factory ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan Professional ~ Self Managed Super Fund (SMSF) Adviser Education Program - Financial Essentials |
Damian Gibson | 2018 | Bachelor of Business (Finance) - University of Tasmania ~ Diploma Financial Planning FNS50615 - Mentor Education Group |
Damien Matthew Scott | 2014 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Fellow Chartered Financial Practitioner - AFA ~ TPB Code of Professional Conduct - Kaplan Professional |
Daniel Achille Aiello | 2015 | Bachelor Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ RG146 928 Margin Lending - Kaplan Australia |
Daniel Alexander Meilak | 2018 | Bachelor of Business (Banking & Finance) - Victoria University ~ RG146 Margin Lending - MLC ThreeSixty |
Daniel James Hawke | 2003 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Foundation Diploma Financial Planning (DFP 1-6) - Financial Planning Association (FPA) ~ Master of Financial Planning - University of Sunshine Coast ~ RG146 Margin Lending - MLC ThreeSixty |
Daniel Perkins | 2001 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Master of Business Administration - Western Sydney University ~ RG146 Margin Lending - MLC ThreeSixty ~ SMSF Association - SMSF Specialist Adviser (SSA) |
Darren John Franklin | 2005 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Associate Diploma of Business (Banking & Finance) - TAFE Queensland ~ Certificate in Applied Self-Managed Super Fund Advice - AET ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional Education |
Darren Ramke | 2004 | Bachelor Applied Science (Coastal Management) - Other ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
Darryn John Thode | 1995 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
Darryn-lee Pereira | 2011 | Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Bachelor of Commerce (Management and Marketing) - Curtin University ~ Diploma of Financial Planning FNS50804 - Pinnacle Financial Services Academy ~ RG146 Margin Lending - Kaplan Australia |
Daryle Mann | 1989 | RG146 Margin Lending - MLC ThreeSixty |
David Anthony Hazlewood | 1996 | ASX Listed Products Accreditation Course (LPAC) - ASX/The Savings Factory ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Deakin University/Financial Planning Association (FPA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Fund (SMSF) - Kaplan |
David Hunt | 2014 | Bachelor of Business (Banking and Finance) - Victoria University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending - Personal Advice - Kaplan ~ Self Managed Superannuation Funds - Mentor education |
David Paul Brennan Bartels | 2008 | Advanced Diploma of Financial Planning - Kaplan Australia ~ Bachelor of Pharmacy - University of Queensland ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty ~ Self Managed Superannuation Fund - Kaplan Australia |
David Samuel Linco | 2008 | Advanced Diploma Financial Planning - Mentor Education ~ Advanced Diploma Financial Planning - Mentor Education ~ Associate Diploma of Business (Accounting) - Charles Darwin University ~ Bachelor of Business - Charles Darwin University ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Self Managed Superannuation Funds - Mentor Education |
David Sydney Hyde | 1997 | Bachelor of Commerce - UNSW ~ Diploma of Financial Planning - Deakin University/ Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Applied Finance & Investment - Financial Services Institute of Australasia |
Dean Cowdroy | 2024 | Graduate Diploma of Financial Planning - Deakin University |
Devlin Stirling Joyes | 2010 | Advanced Diploma Financial Planning FNS60410 - Investment Banking Institute ~ Certificate 4 in Finance and Mortgage Broking - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Fellow Chartered Financial Practitioners (FChFP) - Association of Financial Advisers (AFA) ~ RG146 928 Margin Lending - Kaplan Australia |
Dimitrios Zartaloudis | 2007 | Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional |
Dino Cataldo | 2009 | Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ RG146 Margin Lending - MLC ThreeSixty |
Domenic Claudio Gullifa | 2023 | Graduate Diploma of Financial Planning - Kaplan Professional |
Elizabeth Wilson | 2012 | Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Securities & Managed Investments - Kaplan Professional |
Emily Jane Males | 2018 | Bachelor Business (Management) - Western Sydney University ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ Margin Lending Specialist - Diploma (Level 5) - Kaplan Professional ~ RG146 Managed Investments Securities - Kaplan Australia |
Emma Kate Pittman | 2018 | Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Financial Planning - Central Queensland University ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan |
Eng K Ooi | 2002 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Advising - Securities Institute/Tribeca ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Fund (SMSF) Adviser Education Program - Financial Essentials |
Franco Angelo Joseph Theuma | 2007 | ALPA - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business - Victoria University ~ Graduate Diploma of Financial Planning - FINSIA |
Friede Mae Roberts | 2014 | Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50408 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Tier 1 Margin Lending - Kaplan Australia |
Garry Michael Mccormick | 1996 | ASX Listed Products Accreditation Course (LPAC) - LPACOnline ~ Bachelor of Economics - The Flinders University of South Australia ~ Diploma of Financial Planning - FPA ~ Self Managed Superannuation Funds - Kaplan Professional |
Geoffrey David Wotzko | 1998 | Associateship in Accounting - West Australian Institute of Technology (WAIT) ~ Diploma of Financial Services - National Insurance Brokers Association of Australia ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Post Graduate Diploma Business (Law) - Curtin University ~ Self Managed Superannuation Fund (SMSF) Adviser Accreditation - Financial Essentials |
Geoffrey Munday | 2003 | Bachelor of EcoNomics - University of Sydney ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
George EL Jouni | 2006 | Advanced Diploma of Financial Planning - Kaplan Australia ~ Diploma of Financial Planning FNS50804 - MLC ThreeSixty ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty |
Gianni LA Scala | 2004 | Advanced Diploma of Financial Planning FNS60404 - Tribeca ~ Bachelor of Commerce (Finance & Computer Studies) - Flinders University |
Glen Michael Corcoran | 1996 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University ~ Estate Planning Accreditation - Australian Executor Trustees ~ Self Managed Super Funds - Financial Planning Association of Australia (FPA) |
Graeme Kenneth Wandel | 1992 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
Grant Edward Fisher | 2007 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Financial Administration - University of New England ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
Gregg Pethick | 2011 | Advanced Diploma Financial Services (Financial Planning) - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia |
Gregory Cameron Moore | 1996 | ASX Listed Product Accreditation Course - Financial Planning Association ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional |
Gregory David Bell | 1994 | Diploma of Financial Planning - Financial Planning Association (FPA) |
Guy Alastair Rigby | 2002 | Advanced Diploma Financial Services (Financial Planning) - Mentor Education ~ Self Managed Super Funds - Mentor Education |
Harro Wennrich | 2006 | Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Bachelor of Business (Accountancy) - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty |
Hayden Allen | 1999 | Bachelor Degree - Economics - Flinders University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
Jack Faulkner | 2024 | Graduate Diploma of Financial Planning - Kaplan Professional |
James Arthur Buckingham | 2003 | Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Principles in Self Managed Superannuation Funds - International Institute of Technology |
James Benedict Herriman | 2006 | Bachelor of Business (Banking & Finance) - University of South Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Graduate Certificate in Applied Finance & Investment - Securities Institute ~ Graduate Diploma in Financial Planning - Securities Institute ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan |
James Douglas Brien | 2018 | Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Bachelor Commerce (Finance Management) - University of Wollongong ~ Diploma Financial Planning FNS50611 - International Institute of Technology |
James Lyster Harris | 2000 | Bachelor of Business (Accounting) - University of Central Queensland ~ Certified Financial Planner - Financial Planning Association ~ Certified Practicing Accountant - CPA ~ Diploma of Financial Planning - Financial Planning Association ~ Financial Planning Specialist - CPA |
James Morton Kelly | 2017 | Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business Administration - University of Melbourne |
James Patrick Baxter | 1999 | ASX Listed Products Adviser Accreditation - Kaplan ~ Bachelor of Business (Accounting) - Monash University ~ Graduate Diploma of Financial Planning - Financial Services Institute of Australasia (FINSIA) ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Fund Adviser Education Program - Financial Essentials |
James Robert Esselmont | 2005 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Economics - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Graduate Diploma in Applied Finance & Investment - Securities Institute ~ Master of Business Administration - Royal Melbourne Institute of Technology (RMIT) |
Jamie Denham | 0 | Bachelor of Applied Finance Advice - GRIFFITH UNIVERSITY |
Janet Suk Ngar Tang | 1999 | Bachelor Commerce (Finance) - Curtin University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending & Geared Investments - Kaplan Australia |
Jared Matthew Casement | 2005 | Advanced Diploma Financial Services (Financial Planning) FNB60402 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNB50402 - Kaplan Australia |
Jarrod Owen | 2011 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning FNS50804 - Kaplan Australia ~ Master of Business Admin - Deakin University |
Jarryd Vinton | 2008 | Bachelor of Commerce (Accounting & Financial Planning) - University of Wollongong ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
Jason Brian Cooke | 2001 | Advanced Diploma Financial Services - MLC ThreeSixty ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Advising - Securities Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professionalism ~ Graduate Diploma of Financial Planning - Kaplan Professional |
Jason Galea | 1994 | Bachelor of Business - Swinburne University ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Investment and Finance - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan Professional |
Jason Neville Weir | 2006 | Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - FSTA |
Jay Thwaites | 2024 | Bachelor of Commence (Accounting and Finance Double Major) - Curtin University ~ Graduate Diploma of Financial Planning - Kaplan Professional |
Jeannie Christine Van Raay | 2004 | CFP Certification Programme - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Kaplan Professional |
Jeffrey Graeme Munro | 2015 | Bachelor of Business (Business Management) - Charles Sturt University ~ Certified Finacial Planner (CFP) - Financial Planning Association ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ SMSF Specialist Adviser - SMSF Association |
Jenna Porta | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
Jeremy Adam Galloway Morrison | 2012 | Bachelor Degree - Commerce - University of Ballarat ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Ethics & Professionalism in Finance Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
Jesse Nihill | 1996 | Bachelor of Business (Financial Planning) - RMIT University |
Jodie Lee Whykes | 2000 | Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) |
Jodie Schroeder | 2000 | Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Kaplan Professional |
Joel Mathew Bateman | 2022 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Advanced Financial Planning - Kaplan Professional |
John Michael Moran | 1999 | Bachelor of Commerce (Accounting) - La Trobe University ~ Certified Financial Planner CFP - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Kaplan Professional |
Jonathan Scott Brittain | 2006 | Advanced Diploma Financial Services (Financial Planning) FNB60402 - MLC ThreeSixty ~ Client Engagement Skills - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graudate Diploma of Financial Planning - Kaplan Professional ~ RG146 Margin Lending & Geared Investments - Kaplan Australia |
Jonathon Bastow Croome | 2006 | Bachelor of Commerce - University of Tasmania ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma Financial Planning - Securities Institute |
Jonathon Charles Piefke | 2000 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Advanced Self Managed Superannuation Funds Program - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
Joshua Brian Evans | 2010 | ASX Listed Products Accreditation Course - LPAC Online ~ Bachelor of Commerce & Bachelor of Applied Finance - University of South Australia ~ Margin Lending & Geared Investments - Kaplan Professional |
Joshua Luke Smith | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - University of Tasmania ~ Ethics & Professionalism in Financial Advice - Kaplan Professional |
Joshua William Hamblin | 2009 | Advanced Diploma Financial Services (Financial Planning) FNS60404 - Pinnacle Financial Services Academy ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business in Finance - University of Technology Sydney ~ RG146 DPML Margin Lending - Pinnacle Financial Services Academy |
Judy Maree Dolan | 2000 | Bachelor of Commerce - University of Queensland ~ Certified Financial Planner Status (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Financial Planning Principles and Practice - Securities Institute ~ MAI769 - Ethics for financial services (Intensive) - Deakin University |
Julie Ellen Schafer-evans | 2005 | Master of Applied Finance - University of Sydney ~ RG146 Margin Lending - MLC ThreeSixty |
Julio Carrieri | 1991 | ASX Accredited Listed Product Adviser Accreditation - Kaplan ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Ethics and Professionalism in Finance Advice - Kaplan Professinal ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Fund (SMSF) Adviser Education Program - Financial Essentials |
Justin John Putman | 2005 | Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Foundation DFP - Financial Planning Association (FPA) |
Kate Rochelle Schembri | 2006 | Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty |
Katherine Alice Styles | 2015 | Bachelor of Commerce (Financial Planning Accounting Finance) - Deakin University ~ Diploma of Financial Planning FNS50611 - Mentor Education Group |
Kathryn Ann Elizabeth Casey | 1998 | Certified Financial Planner Status (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Provide Advice in Margin Lending - MLC ThreeSixty |
Keenan Paul Maes | 2018 | Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending Accreditation Program - Stockbrokers and Financial Advisers Association Limited |
Kerryn Anne Shaw | 2003 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certifcate in Professional Accounting - The University of New England ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
Kevin Francis Mccarthy | 2004 | Advanced Diploma Financial Services (Financial Planning) - Mentor Education Group ~ Diploma Financial Services (Financial Planning) - Mentor Education Group ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty |
Kevin William Mcdonald | 2014 | Advanced Diploma Financial Planning - Kaplan Australia ~ Bachelor of Commerce (Finance & Economics) - University of Wollongong ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning FNS50610 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
Kim Gerard Evetts | 1996 | Advanced Self Managed Superannuation Funds - Kaplan Professional ~ Certified Financial Planning (CFP) - FPA ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma Financial Planning - FPA ~ Diploma Financial Services (Financial Planning) - Pinnacle Financial Services Academy |
Konstantine Gramelis | 2013 | Diploma Financial Planning FNS50611 - International Institute of Technology ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty ~ Self Managed Superannuation Funds - International Institute of Technology |
Kurt Matthew Pepper | 0 | Bachelor of Commerce (Financial Planning) - Univeristy of Wollongong Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
Launce Peter Ronald Kent | 2013 | Advanced Diploma of Financial Planning - Kaplan Australia ~ Bachelor Finance - University of Adelaide ~ Bachelor of Economics & Finance - University of Adelaide ~ Diploma of Financial Planning FNS50610 - Kaplan Australia |
Leah Shannine Cecere-palazzo | 2003 | Bachelor of Economics - University of Adelaide ~ Certified Financial Planner Program - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Tribeca |
Lee Fen Goh | 2008 | Advanced Diploma Financial Services (Financial Planning) - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Master of Financial Planning - Kaplan Australia ~ RG146 Margin Lending & Geared Investments - Kaplan Australia |
Lee Katie Nickelson | 2013 | Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Bachelor of Behavioural Science (Psychology) - La Trobe University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty |
Lee Robert Jackson | 2003 | Ethics and Professional in Financial Advice - Kaplan Professional ~ Foundation Diploma Financial Planning DFP1-4 - Financial Planning Association (FPA) ~ RG146 Margin Lending & Geared Investments - Kaplan Australia |
Lee-anne Judith Parker | 2007 | Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Diploma of Financial Planning FNS50804 - MLC ThreeSixty ~ Ethics and Professionalism in Financial Advice - Kaplan Professionalism ~ Graduate Diploma of Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty |
Leigh Sando | 2018 | ASX Listed Products Accredited Course (LPAC) - LPACOnline ~ Advanced Diploma of Financial Services (Financial Planning) - Finsia ~ Fellow Chartered Financial Practitioner - AFA ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
Leon Phillips | 1993 | Advanced Diploma Financial Services (Financial Planning) FNB60402 - Integratec Training ~ Diploma Financial Services FP FNB50802 - Integratec Training ~ RG146 Margin Lending - MLC ThreeSixty |
Lincoln Butt | 2003 | Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty |
Lincoln Peter Johnson | 2007 | Advanced Diploma Financial Planning - Kaplan Professional ~ Graduate Diploma Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Other - Fellow Chartered Financial Practitioner - Asia Pacific Financial Services Association ~ RG146 Margin Lending & Geared Investments - Kaplan Professional |
Louise Elizabeth Birrell | 2016 | Bachelor of Commerce in Financial Planning and Investments - Griffith University |
Lucinda Gallop | 2010 | Diploma of Financial Planning - Financial Planning Association (FPA) |
Luke David Fletcher | 2009 | Diploma of Financial Advising - Securities Institute ~ Listed Product Accreditation Course - Savings Factory ~ Master of Financial Planning - University of the Sunshine Coast |
Luke John Taylor | 2005 | Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Bachelor Business - University of Sunshine Coast ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty |
Luke Robert Jones | 2013 | Bachelor of Business - Victoria University of Technology ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - Kaplan Professional ~ Master of Business - Victoria University of Technology |
Marc Travis Cook | 2015 | Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Planning FNS50611 - MLC ThreeSixty |
Mario Boudewyn | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ DFS - TAFE ~ SMSF accreditation - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
Marissa Han | 2015 | Bachelor Of Commerce - The University of Adelaide ~ CFP Certification Program - FPA ~ Diploma of Financial Planning - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
Mark Anthony Connell | 2000 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending and Geared Investments - Kaplan Australia |
Mark Anthony Farmer | 2001 | Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty |
Mark Geoffrey Chapman | 1999 | Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional Education |
Mark Mcgree | 2005 | Ethics and Professionalism in Financial Advice - Kaplan Professionalism ~ Graduate Diploma Financial Planning - Securities Institute ~ RG146 Margin Lending & Geared Investments - Kaplan Australia |
Mark Mcneany | 1991 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
Mark Simpson | 2022 | Bachelor of Commerce - University of Wollongong Australia |
Mark Struik | 2001 | Bachelor EcoNomics - Monash University ~ RG146 925 Tier 1 Compliance solution - Life Insurance - Securities Institute ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty |
Martin Drew Potts | 1987 | Certified Financial Planner (CFP) - Financial Planning Association ~ Diploma of Financial Planning Statement (DFP000 and DFP008) - Deakin University ~ Margin Lending & Geared Investments Adviser Accreditation - Kaplan ~ Self Managed Superannuation Fund (SMSF) Adviser Accreditation - Financial Essentials |
Martin John Cook | 2012 | Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Planning - Future Staff ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Provide Advice in RG146 Margin Lending - Mentor Education Group |
Martin Joseph Cimino | 2012 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Diploma if Financial Services (Financial Planning) - Kaplan Professional |
Martin Joseph Hunter | 1984 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty |
Martin Joseph Kirkman | 2000 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
Matt Thomas Austin | 0 | Graduate Diploma of Financial Planning - Kaplan Professional |
Matthew Atkinson | 2010 | Bachelor of Information Systems - University of Tasmania ~ Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma in Financial Planning - University of the Sunshine Coast |
Matthew Brian Bonnor | 2001 | Bachelor of Business - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association ~ Diploma of Financial Advising - Securities Institute ~ Margin lending and Geared investments - Kaplan Proffessional ~ Self Managed Superannuation Funds - Kaplan Proffessional |
Matthew Carter | 2008 | Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - ANZIIF ~ Graduate Diploma of Financial Planning - Kaplan |
Matthew David Smith | 2018 | Bachelor of Commerce (Applied Economics and Finance) - University of Ballarat ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
Matthew Edward Hams | 2002 | Advanced Diploma of Financial Services (Financial Planning) - Tribecca ~ Diploma of Financial Services (Financial Planning) - AMP Financial Services ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
Matthew James Dobson | 2012 | Advanced Diploma Financial Planning - AAMC Training Group ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
Matthew Joseph Groat | 2008 | Advanced Diploma of Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ RG146 Margin Lending - MLC ThreeSixty |
Matthew Neill | 2010 | Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Bachelor Business - La Trobe University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Australia |
Matthew Ryan Schutz | 2008 | Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Accounting) - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
Matthew William Hawkins | 2009 | Bachelor Commerce - University of Tasmania ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty ~ Self Managed Superannuation Funds - Kaplan Australia |
Mauro Grossi | 2008 | Bachelor of Applied Finance - University of South Australia ~ Bachelor of Commerce - University of South Australia |
Megan Louise Usher | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Fellow Chartered Financial Practitioner - Association of Financial Advisers (AFA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
Mei Tak Wong | 2012 | Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner - Financial Planning Association of Australia ~ Fellow Chartered Financial Practitioner - AFA ~ LRS Life Risk Specialist - Financial Planning Association of Australia ~ Self Managed Super Funds - Kaplan Professional |
Melanie Grace Lever | 2014 | Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ Bachelor of Business (Management) - La Trobe University |
Michael Colin Batten | 2006 | Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Listed Product Accreditation Course - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional |
Michael Damien Boyd | 2005 | Advanced Diploma Financial Services (Financial Planning) FNS60404 - MLC ThreeSixty ~ Bachelor of Commerce - Deakin University ~ Diploma Financial Planning DFP 1-7 - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty |
Michael Dudesin | 2009 | Client Engagement Skills - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Commerce (Financial Planning and Finance) - Deakin University ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty |
Michael John DE Bomford | 2016 | Advanced Diploma Financial Planning FNS60410 - Kaplan Professional ~ Bachelor of Business (Management) - Charles Sturt University ~ Diploma Financial Planning FNS50610 - Kaplan Professional ~ Margin Lending - Kaplan Professional ~ Master of Business in Finance - Universit of Technology Sydney |
Michael Konstas | 1999 | Bachelor of Arts - Macquarie University ~ Bachelor of Education (Primary) - University of Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ Master of Commerce (Finance & Marketing) - University of Sydney |
Michael Thomas Mears | 2018 | Bachelor of Science (Honors) (Maths&Physics) - University of Glasgow ~ Diploma of Financial Planning - Kaplan Professional Education |
Michael Timothy Kennedy | 2002 | Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Master of Financial Planning - University of Sunshine Coast ~ SMSF Specialist Advisor - SMSF Association |
Michael Walter Grech | 2004 | Bachelor Degree (Hons) - Business - Royal Melbourne Institute of Technology ~ Certificate - Certificate IV in Financial Services - AAMC Training Group ~ Certificate - Certificate IV in Property Services - The Real Estate Institute of Victoria |
Michelle Galvin | 1991 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Client Engagement Skills - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
Michelle Louise Christensen | 2008 | Advanced Diploma of Financial Services (Financial Planning) - MLC Advice Education ~ Diploma of Financial Services - Financial Planning - AdviserCampus 360 ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
Michelle Marie Tucker | 2018 | Bachelor of Financial Planning - Central Queensland University |
Mike Sikar | 2009 | Advanced Diploma Financial Services (Financial Planning) FNS60408 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty |
Najeeb Farfoud | 2005 | Advanced Diploma of Financial Planning - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Foundation Diploma of Financial Planning - Financial Planning Association (FPA) ~ Master of Financial Planning - University of Sunshine Coast ~ RG146 Margin Lending - MLC ThreeSixty |
Nathan John Menegon | 2005 | Aged Care Professional Training - Aged Care Financial Services International ~ Diploma Financial Planning (DFP) - Deakin University ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Self Managed Super Funds - Quantum Financial Training |
Nathan Lionel Harris | 2001 | Bachelor of Business - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Advising - Finsia/SIA ~ Ethics for Financial Services - Deakin University ~ RG146 Margin Lending - GWM Adviser Services |
Nicholas Kakalis | 2011 | Bachelor of Commerce - University of Melbourne ~ Chartered Accountant - Institute of Chartered Accountants in Australia ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group ~ Diploma of Financial Services (Mortgage Broking) - AAMC Training Group |
Nicole Elizabeth O'sullivan | 2022 | Bachelor of Management (Marketing) - Deakin University ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Professional |
Nizam Emini | 1998 | Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty |
Norman Dennis | 2009 | Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Provide Advice in Margin Lending - MLC ThreeSixty |
Parasuraman Chandran | 2018 | Advanced Diploma Finacial Planning FNS60410 - Integrity Educ. ~ Bachelor of Engineering - Madurai Kamaraj University India ~ Diploma Financial Planning FNS50615 - Integrity Education Group ~ Economic and Legal Context for Financial Planning - Kaplan Professional |
Paul Blackadder | 1997 | Diploma Financial Planning DFP1-7 - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty |
Paul Larkin | 2008 | Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty |
Paul Stephan | 1998 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Master of Financial Planning - Kaplan Australia |
Peter Hamilton | 2000 | Bachelor Business (Human Resources Management) - Central Queensland University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty |
Peter Hawcroft | 2004 | Core Subjects within Bachelor of Commerce in Financial Planning (8 subjects = full ps146 compliance) - Griffith University |
Peter James Davis | 2022 | Graduate Diploma of Financial Planning - KAPLAN Professional |
Peter Schokman | 2018 | Diploma Financial Planning FNS50615 - Mentor Education Group ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Business (Finance) - University of Technology Sydney |
Philip Taaffe | 2001 | Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ Bachelor of Commerce - University of Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
Pietro Scarpino | 2018 | Bachelor of Business Majoring Account - Footscray Institute of Technology ~ Diploma of Financial Planning - FPA |
Rachel Maree Schumann | 2003 | Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Bachelor of Business - Swinburne University of TechNology ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 DFP1-4 - Mixed Providers |
Rex Rozario | 2015 | Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Graduate Certificate of Applied Finance - Kaplan Australia ~ Graduate Diploma of Financial Planning - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia |
Rex Whittaker | 2004 | Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNB50802 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty |
Rhonda Ann Mckenzie | 1997 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
Richard Unmack | 1996 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ Margin Lending & Geared Investments - Kaplan Australia |
Richard Zbigniew Koral | 2001 | DFP 8 - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
Ricky Soo | 2004 | Bachelor of Commerce - University of Newcastle ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty |
Robert Chiswell | 2003 | Advanced Diploma Financial Services (Financial Planning) FNB60402 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 DFS(FP) 1-4 - Mixed Providers |
Robert John Gothard | 1996 | Certified Financial Planner (CFP) - FPA ~ Diploma in Financial Markets - FINSIA ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Graduate Diploma Financial Planning - Western Sydney University ~ RG146 Margin Lending - MLC ThreeSixty |
Robert Kirtley | 2007 | Bachelor of Commerce - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty |
Robert Louis Vajda | 2018 | Bachelorof Commerce (Applied Finance) - Griffith University ~ Diploma of Financial Planning FNS50611 - Mentor Education ~ Master of Financial Planning - Griffith University |
Robert Murray Allison | 1983 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Adviser Accreditation Course - AXA ~ SMSF (Self Managed Superannuation Fund) Adviser Education Program - Financial Essentials |
Robin Hamilton Bell | 2016 | Accedited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Planning - International Institute of Technology ~ Bachelor of Economics - The University of Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Self Managed Superannuation Funds - IIT |
Roger Raymond Ellingworth | 1983 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning (DFP) - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Business - RMIT ~ Self Managed Super Funds - Tribeca |
Ronald Andrew Walden | 2000 | Diploma of Financial Planning - Deakin / FPA ~ Margin Lending & Geared Investments - Kaplan ~ Master of Financial Planning - USC ~ Self Managed Superannuation Funds - Kaplan |
Rowan Harvey Kimpton | 1985 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - MLC ~ Self Managed Superannuation Funds - Kaplan Professional |
Russell Bruce Crozier | 1987 | Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty |
Ryan Anthony Fennell | 2009 | Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Financial Advice Regulation - Deakin University ~ RG146 Margin Lending (DPML) - Pinnacle Financial Services Academy |
Ryan Dupuis | 1999 | Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty |
Ryan Garry Porter | 2009 | Advanced Diploma Financial Planning FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia |
Ryan John Oliver | 2006 | Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services(Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - Kaplan Australia |
Ryan Philip Kelly | 2010 | Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Bachelor of Science (Business Administration) - Midland Lutheran College ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty |
Sabatino John Troncone | 1985 | ASX Listed Products Accreditation Course (LPAC) - LPACOnline ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
Samuel Briggs | 2018 | Bachelor of Business (Economics and Finance) - RMIT University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Tier 1 Financial Planning - Personal Advice - Kaplan Professional ~ Tier 1 Generic Knowledge - Kaplan Professional |
Samuel Taylor | 2015 | Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Commerce (Corporate Finance) - University of Adelaide ~ Diploma of Financial Planning - Kaplan ~ Margin Lending - Kaplan Professional ~ Securities and Managed Investments - Kaplan |
Sarah Louise Sheehan | 2022 | Bachelor of Commerce (Financial Planning) - Griffith University ~ Ethics and Professionalism in Financial Advice - Kaplan |
Sarah Mcdonald | 2003 | Bridging Course - Client Engagement Skills - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
Scott Kirkwood | 1989 | Advanced Diploma Financial Services (Financial Planning) - Financial Planning Association (FPA) ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending & Geared Investments - Kaplan Australia |
Scott Tang | 2001 | Advanced Diploma of Financial Planning - Kaplan Australia ~ Diploma Financial Services FP FNB50802 - Integratec Training ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty |
Shane Andrew West | 2001 | Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Financial Advice Regulation - Deakin University ~ MAI769 - Ethics for financial services (Intensive) - Deakin University ~ Master of Financial Planning - Deakin University ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty |
Shane Anthony Bonke | 2008 | Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Bachelor of Commerce (Law Fin) - James Cook University ~ Diploma Financial Services(Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending & Geared Investments - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia |
Shane Joseph Butler | 1990 | Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
Shannah French | 2017 | Bachelor of Commerce (Commercial Law) - Swinburne University of TechNology ~ Master of Financial Planning - Deakin University |
Stephanie Anne Mitchell | 2018 | Bachelor Business (Banking & Finance) - Victoria University ~ Diploma Financial Planning FNS50615 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ RG146 Managed Investments & Securities - Kaplan Australia |
Steven Dobson | 2001 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional (previously Tribeca) ~ Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers ~ Master of Business Administration - Murdoch University |
Steven Nickelson | 2008 | Bachelor of Commerce (Accounting & Financial Planning) - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty |
Stuart James Cain | 2005 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Arts (Science & Technology Studies) - University of New South Wales ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
Stuart James Mcdonald | 2007 | Advanced Diploma Financial Services (Financial Planning) FNS60404 - MLC ThreeSixty ~ BACHELOR OF COMMERCE - UNIVERSITY OF OTAGO ~ DIPLOMA FINANCIAL SERVICES (FINANCIAL PLANNING) FNS50804 - QUANTUM FINANCIAL TRAINING ~ POST GRADUATE DIPLOMA IN COMMERCE - UNIVERSITY OF OTAGO ~ RG146 Margin Lending - MLC ThreeSixty |
Suzanne Therese Poulton | 2015 | Advanced Diploma - Financial Planning - Kaplan Professional Education ~ Diploma Of Financial Services (Financial Planning) - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Taxation Planning - Integratec |
Tamara Jayne Gillman | 2009 | Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Bachelor Arts-Business Management (Marketing) - University of Queensland ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Financial Planning FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Australia |
Tammy Sheree Heidrich | 2004 | Bachelor of Laws - Queensland University Technology ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty |
Tammy Zena Marshman | 2005 | Accredited Aged Care Professional & Aged Care Specialist - Aged Care Steps & Financial Planning Association of Australia (FPA) ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
Thomas Phillip Rowson | 2018 | Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Services (Financial Planning) - Monarch Institute ~ Graduate Diploma of Financial Planning - Kaplan Professional |
Tiffany Jane Hardwick | 2013 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribecca ~ Ethics and Professionalism - Griffith University ~ Graduate Certificate in Financial Planning - Griffith University ~ Master of Financial Planning - Griffith University |
Timothy John Donohue | 1987 | Bachelor of Economics - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Royal Melbourne Institute of Technology (RMIT) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds Adviser Accreditation - Financial Essentials |
Todd Burnell | 2000 | Advanced Diploma Financial Services (Financial Planning) FNB60402 - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ Graduate Diploma Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty |
Tom Jonathon Davis | 2008 | Advanced Diploma of Financial Planning FNS60404 - Pinnacle Financial Services Academy ~ Diploma of Financial Planning FNS50804 - Pinnacle Financial Services Academy ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ RG146 Margin Lending & Geared Investments - Kaplan Australia |
Tracey Andriske | 2013 | Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty |
Travis John Keay | 2011 | Bachelor of Commerce (Global Economics and Finance) - Curtin University ~ Client Engagement Skills - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate of Financial Planning - Kaplan Professional |
Travis Nathan Ramsay | 2023 | Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
Trent Sanfead | 2002 | Certificate 111 in Mortgage Lending - AAMC Training Group ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Foundation DFP - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education |
Trevor Neil Morony | 2004 | Advanced Diploma Financial Services (FP) FNB60402 - MLC ThreeSixty ~ Diploma of Financial Services (Financial Planning) FNB50802 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty |
William John Rice | 2021 | 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Griffith University ~ 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Griffith University ~ 7269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Graduate Diploma of Financial Planning - Griffith University ~ Master of Financial Planning - Griffith University |
Yihsing Koo | 2001 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Advanced Strategies for SMSFs - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty |
Yvonne Parasuraman | 2015 | Advanced Diploma Financial Planning FNS60410 - Integrity Education Group ~ Bachelor Arts (Econ.) - University of Madras ~ Certified Financial Planner (CFP) - FPA ~ Diploma Financial Service (Financial Planning) FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
Zacharia Cartsidimas | 2010 | Bachelor Of Economics - La Trobe University ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ RG146 Margin Lending - MLC ThreeSixty |
Zachary James Mcarthur | 1998 | Bachelor of Commerce - The University of Tasmania ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University, FPA ~ Margin Lending and Geared Investments - Kaplan Professional |