Consultum Financial Advisers Pty ltd

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

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Aaron Hopkins 2010 2011 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2015 - Advanced Diploma Financial Planning FNS60410 - Advanced Diploma (AQF 6) - Kaplan Australia
 Aaron Keith Roberts 2008 2007 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional Education ~ 2010 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional Education
 Aaron Sean Doig 2004 2007 - Advanced Diploma of Financial Planning - - Kaplan ~ 2008 - Self Managed Superannuation Fund (SMSF) Adviser Education Program - - Financial Essentials ~ 2010 - Margin Lending & Geared Investments - - Kaplan
 Adam Charles Lewis 2018 2011 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - NIBA College ~ 2018 - Diploma of Financial Planning - - Mentor Education
 Adam Nash 1998 2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA/Deakin University ~ 2010 - Certified Financial Planner - Professional Designations - FPA/Deakin University ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Adam Ross Greentree 1995 1994 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2007 - Master of Financial Planning - Masters Degree (AQF 9) - University of Sunshine Coast ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Adam William Van DE Water 2000 2002 - RG146 DFS(FP) 3 - Investment Planning 1 - Diploma (AQF 5) - Integratec Training ~ 2011 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Adrian John Garrone 1999 1986 - Bachelor of Commerce - Bachelor Degree (AQF 7) - James Cook University ~ 2008 - Master of Business Administration - Masters Degree (AQF 9) - Deakin University ~ 2010 - RG146 Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Australia ~ 2011 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers (AFA) ~ 2017 - Diploma Financial Planning FNS50615 - Diploma (AQF 5) - Mentor Education Group
 Alan Geoffrey Mcdowell 2002 2002 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2006 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
 Alastair Hodge 2017 2014 - Bachelors in Applied Finance - - Macquarie University ~ 2016 - Diploma of Financial Planning - - Kaplan
 Aldis Purins 1989 1992 - Diploma of Financial Planning - - Financial Planning Association (FPA) ~ 1994 - Certified Financial Planner (CFP) - - Financial Planning Association (FPA) ~ 2002 - Knowledge Assessment - - Integratec ~ 2002 - Specialist Knowledge Area Securities & Derivatives - - Integratec ~ 2010 - Margin Lending & Geared Investments Adviser Accreditation - - Kaplan
 Alexander Benjamin Buchanan 2003 1994 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University of Technology ~ 1999 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2002 - Diploma of Financial Planning - Diploma (AQF 5) - FPA ~ 2021 - Accredited Listed Product Adviser Program - Other - Kaplan ~ 2021 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
 Alexander Cheng 2007 2008 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2008 - Bachelor of Commerce with First Class Honours - - The University of Western Australia ~ 2010 - Self-Managed Superannuation Funds - - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Alexander William Naylor 2013 2013 - Bachelor Commerce (Accountancy Financial Planning) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Alison Foenander 1995 2010 - Master of Laws - Masters Degree (AQF 9) - Monash University ~ 2012 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Alister James Paskins 2005 2005 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2011 - RG146 Tier 1 Margin Lending - Diploma (AQF 5) - Deakin Prime ~ 2017 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Australia ~ 2018 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Australia
 Allira Rhiannon Summerville 2018 2014 - Bachelor of Commerce (Accounting and Financial Planning) - - Deakin University ~ 2014 - Diploma of Financial Planning - - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - - Kaplan Professional
 Anastasios George 2008 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2017 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan
 Andrew Brian Goodhand 2007 2014 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2016 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Andrew Bruce Roberts 2018 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2018 - Tier 1 Derivatives - Personal Advice - Diploma (AQF 5) - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Andrew David Campbell 1996 1994 - Bachelor of Business - - University of Technology ~ 2000 - Certified Financial Planner (CFP) - - Financial Planning Association (FPA) ~ 2000 - Diploma of Financial Planning - - Financial Planning Association (FPA) ~ 2010 - Margin Lending & Geared Investments Adviser Accreditation - - Kaplan ~ 2017 - Self Managed Superannuation Funds - - Kaplan Professional
 Andrew Girardi 1998 1989 - Diploma of Teaching (Primary Teaching) - Diploma (AQF 5) - Victoria University ~ 2004 - Taxation Planning - Advanced Diploma (AQF 6) - Tribeca ~ 2018 - Advanced Diploma of Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Mentor Education Group ~ 2018 - Diploma of Financial Planning FNS50615 - Diploma (AQF 5) - Mentor Education Group
 Andrew Paul Carra 2002 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2016 - Diploma Finance and Mortgage Broking Management FNS50315 - Diploma (AQF 5) - AAMC Training Group
 Angelo Adam 2013 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Bachelor of Business & Commerce (Economics & Finance) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2019 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Anita Isabell Massee 2014 2012 - DFS(FP): Investment Planning 1 - - Kaplan Professional ~ 2013 - Diploma of Financial Planning - - Kaplan Professional ~ 2017 - Advanced Diploma of Financial Planning - - Kaplan Professional
 Anthony Dann 2000 2000 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2003 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Anthony James Hill 2001 2003 - Diploma of Financial Planning - - Financial Planning Association (FPA) ~ 2010 - Margin Lending & Geared Investments Adviser Accreditation - - Kaplan ~ 2013 - Self Managed Superannuation Funds (SMSF) Adviser Accreditation - - Kaplan ~ 2018 - ASX Listed Products Accreditation Course (LPAC) - - LPACOnline ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Anthony Louis Gauci 2016 2015 - Bachelor Business (Law) - Bachelor Degree (AQF 7) - Open Universities Australia ~ 2016 - Diploma Financial Planning FNS50611 - Diploma (AQF 5) - Kaplan Australia ~ 2016 - RG146 Securities and Managed Investments - Diploma (AQF 5) - Kaplan Australia
 Anthony Robert Wellington 2005 2007 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2012 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Anton Wasyl Boreckyi 1981 2000 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA) ~ 2000 - Diploma Financial Planning (DFP) - - Deakin University ~ 2007 - Self Managed Super Funds - - Kaplan Professional ~ 2010 - Accredited Listed Product Adviser Program - - Savings Factory ~ 2016 - Master of Financial Planning - - Kaplan
 Antonio Cimino 1999 2007 - Self Managed Super Funds - - Tribeca ~ 2013 - Advanced Diploma Financial Services (Financial Planning) - - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Antony Leith Minchin 2009 2012 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2015 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2015 - Tier 1 RG146 Margin Lending - Diploma (AQF 5) - Kaplan Australia
 Arlan Patrick Davine 2018 2015 - Diploma of Financial Planning FNS50611 - Diploma (AQF 5) - Integrity Education ~ 2016 - Advanced Diploma of Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Integrity Education ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Ashley Ross 2024 2019 - Bachelor of Commence (Economics and Finance) - Bachelor Degree (AQF 7) - Federation University Australia ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Benjamin Andrew Calder 1995 2000 - Certified Financial Planner - - Financial Planning Association (FPA) ~ 2000 - Diploma of Financial Planning - - Financial Planning Association (FPA) ~ 2006 - Self Managed Superannuation Fund (SMSF) Adviser Accreditation - - Financial Essentials ~ 2010 - Margin Lending & Geared Investments Adviser Accreditation - - Kaplan ~ 2018 - ASX Listed Products Accreditation Course (LPAC) - - LPACOnline
 Benjamin Beveridge 2017 2011 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Benjamin Filip 2017 2015 - Diploma Financial Planning FNS50611 - Diploma (AQF 5) - Kaplan Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Benjamin John Hall 2000 2001 - Diploma in Financial Services - - Deakin Financial Planning Pty Ltd ~ 2002 - Bachelor of Business (Banking & Finance) - - University of South Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Benjamin Philip Eddy 2002 2003 - Diploma Financial Advising - - Financial Services Institute of Australasia (Finsia) ~ 2006 - Self Managed Super Funds - - Tribeca
 Benjamin Ross Smith 2004 2000 - Bachelor of Commerce (Economics and Finance) - Bachelor Degree (AQF 7) - University of Sydney ~ 2004 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA)
 Blake Shaun Willems 0 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Boris Kolevski 1996 1991 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2003 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2010 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia ~ 2010 - RG146 Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Australia
 Boris Rikalo 2016 2016 - Bachelor of Business - Bachelor Degree (AQF 7) - La Trobe University ~ 2020 - Certified Financial Planner (CFP) - Professional Designations - FPA ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Behavioural Finance - Kaplan Professional
 Bradd Scott Duhring 2002 2004 - Advanced Diploma of Financial Planning - - Tribeca ~ 2010 - Margin Lending & Geared Investments Adviser Accreditation - - Kaplan ~ 2011 - ASX Listed Product Accreditation Course - - LPAC Online
 Bradley Witt 2011 2011 - Bachelor of Commerce (Finance and Management) - - Curtin University of Technology ~ 2011 - Diploma of Financial Services - - Kaplan Professional ~ 2019 - Advanced Diploma of Financial Planning - - Mentor education ~ 2019 - Self Managed Superannuation Fund Adviser (Personal Advice) - - Mentor education
 Bree Campbell 1999 1999 - Bachelor Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT) ~ 2001 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2014 - RG146 928 Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Brendon Barnes 2000 2000 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2003 - Diploma Financial Planning - Diploma (AQF 5) - Financial Planning Association (FPA) ~ 2004 - Advanced Diploma of Financial Planning FNB60402 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Brett Graham Billington 2003 2007 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2010 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2010 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
 Brian James Henry Smith 2011 1993 - Bachelor of Business (Agriculture Commerce) - Bachelor Degree (AQF 7) - University of New England ~ 2011 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Intellitrain ~ 2011 - RG146 Securities & Derivatives - Diploma (AQF 5) - MLC ThreeSixty ~ 2016 - Advanced Diploma of Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Briony Jade Gouldthorp 2015 2010 - Bachelor of Commence (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Curtin University of Technology ~ 2018 - CPA Program - Professional Designations - CPA Australia ~ 2020 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional
 Cameron Obliubek 2004 2002 - Bachelor of Business (Economics & Finance) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT) ~ 2004 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2005 - Master of Financial Planning - Masters Degree (AQF 9) - Royal Melbourne Institute of Technology (RMIT) ~ 2010 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Finance Advice - Bridging Course - Ethics - Kaplan Professional
 Campbell Munro Hopgood 2008 2004 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Tribeca ~ 2012 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2014 - 928 RG146 Margin Lending - Diploma (AQF 5) - Kaplan Australia
 Carly Tonkinson 2001 2004 - Advanced Diploma Financial Services (Financial Planning) FNB60402 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Chad Appleby 2002 1999 - Bachelor of Economics - Bachelor Degree (AQF 7) - Adelaide University ~ 2006 - Certified Financial Planner Program - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional Education ~ 2012 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional Education ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional Education
 Charbel Boutros 2007 2007 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2014 - Advanced Diploma Financial Services (Financial Planning) FNS60410 - Advanced Diploma (AQF 6) - Kaplan Australia
 Chelsea Rose Turney 0 2022 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University
 Christopher Allan Rehbein 2010 2011 - Advanced Diploma of Financial Services(Financial Planning) - - Kaplan Professional Education ~ 2014 - Bachelor of Financial Planning - - CQU Rockhampton
 Christopher Broome 2015 2008 - Bachelor of Business (Health Science) - Bachelor Degree (AQF 7) - Auckland University of Technology ~ 2013 - Diploma Financial Planning FNS50611 - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2019 - Advanced Diploma of Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Christopher Bryan Kelly 2006 2005 - Bachelor of Commerce (Financial Planning and Investments) - Bachelor Degree (AQF 7) - Griffith University ~ 2010 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2016 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Graduate Diploma (AQF 8) - Kaplan Professional
 Christopher Scriva 2008 2007 - Diploma Financial Services (Financial Planning) FNS50408 - Diploma (AQF 5) - Kaplan Australia ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2017 - Fellow Chartered Financial Practitioners (FChFP) - Professional Designations - Association of Financial Advisers (AFA)
 Christopher Shaun Hilton Turner 1988 2003 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA) ~ 2003 - Diploma Financial Planning (DFP) - - Deakin University ~ 2010 - Self Managed Super Funds - - Kaplan Professional
 Colin Andrew Ash 2000 2001 - Diploma Financial Services (Financial Planning) FNB50802 - Diploma (AQF 5) - Integratec Training ~ 2013 - RG146 Tier 1 Margin Lending - Diploma (AQF 5) - Kaplan Australia ~ 2016 - Advanced Diploma Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Kaplan Australia
 Corey Dale Roberts 2001 2006 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2009 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Craig Alexander Stobbie 2007 1999 - Bachelor of Arts - - University of Western Australia ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - - Australia & New Zealand Institute of Insurance & Finance ~ 2011 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2019 - Self Managed Superannuation Funds - - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Craig Allan Hewett 1982 2001 - Diploma Financial Planning (DFP) - - Deakin University ~ 2002 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA) ~ 2017 - Accredited Aged Care Professional - - Aged Care Steps ~ 2022 - Ethics and Professionalism in Financial Advice - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Craig Andrew Billing 1996 2003 - Certified Financial Planner (CFP) - - Financial Planning Association (FPA) ~ 2005 - Self Managed Superannuation Fund Adviser Accreditation - - Tribeca ~ 2012 - Aged Care Gurus Accredited Adviser - - Association of Independently Owned Financial Planners ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Craig Scarr 2001 2003 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2005 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2015 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Sydney ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Craig William Beck 2004 2005 - Self Managed Super Fund (SMSF) Adviser Education Program - Diploma (AQF 5) - Financial Essentials ~ 2008 - ASX Listed Products Accreditation Course (LPAC) - Other - Savings Factory ~ 2010 - Margin Lending & Geared Investments Adviser Accreditation - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Damian Gibson 2018 2018 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - University of Tasmania ~ 2018 - Diploma Financial Planning FNS50615 - Diploma (AQF 5) - Mentor Education Group
 Damien Matthew Scott 2014 2012 - Diploma of Financial Planning - - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2017 - TPB Code of Professional Conduct - - Kaplan Professional ~ 2019 - Fellow Chartered Financial Practitioner - Professional Designations - AFA ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Daniel Achille Aiello 2015 2013 - Bachelor Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT) ~ 2015 - RG146 928 Margin Lending - Diploma (AQF 5) - Kaplan Australia
 Daniel Alexander Meilak 2018 2013 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Victoria University ~ 2013 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Daniel James Hawke 2003 2002 - Foundation Diploma Financial Planning (DFP 1-6) - Diploma (AQF 5) - Financial Planning Association (FPA) ~ 2005 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2005 - Master of Financial Planning - Masters Degree (AQF 9) - University of Sunshine Coast ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Daniel Perkins 2001 2003 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2011 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2011 - SMSF Association - Professional Designations - SMSF Specialist Adviser (SSA) ~ 2017 - Master of Business Administration - Masters Degree (AQF 9) - Western Sydney University
 Darren John Franklin 2005 1996 - Associate Diploma of Business (Banking & Finance) - Diploma (AQF 5) - TAFE Queensland ~ 2005 - Certificate in Applied Self-Managed Super Fund Advice - Certificate (AQF 1-4) - AET ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2008 - Certified Financial Planner Program - - Financial Planning Association of Australia (FPA) ~ 2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional Education
 Darren Ramke 2004 1992 - Bachelor Applied Science (Coastal Management) - Bachelor Degree (AQF 7) - Other ~ 2003 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2017 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
 Darryn John Thode 1995 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2009 - Certified Financial Planner Program - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Darryn-lee Pereira 2011 2009 - Bachelor of Commerce (Management and Marketing) - Bachelor Degree (AQF 7) - Curtin University ~ 2011 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - Kaplan Australia ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy ~ 2024 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
 Daryle Mann 1989 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 David Anthony Hazlewood 1996 2000 - Diploma of Financial Planning - - Deakin University/Financial Planning Association (FPA) ~ 2001 - Certified Financial Planner - - Financial Planning Association (FPA) ~ 2008 - ASX Listed Products Accreditation Course (LPAC) - - ASX/The Savings Factory ~ 2010 - Self Managed Superannuation Fund (SMSF) - - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 David Hunt 2014 2009 - Bachelor of Business (Banking and Finance) - - Victoria University ~ 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2016 - Margin Lending - Personal Advice - - Kaplan ~ 2017 - Self Managed Superannuation Funds - - Mentor education
 David Paul Brennan Bartels 2008 1998 - Bachelor of Pharmacy - Bachelor Degree (AQF 7) - University of Queensland ~ 2004 - Graduate Certificate in Applied Finance and Investment - Graduate Certificate (AQF 8) - Finsia Education ~ 2008 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2009 - Self Managed Superannuation Fund - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Australia
 David Samuel Linco 2008 1992 - Associate Diploma of Business (Accounting) - Diploma (AQF 5) - Charles Darwin University ~ 1994 - Bachelor of Business - Bachelor Degree (AQF 7) - Charles Darwin University ~ 2011 - Self Managed Superannuation Funds - Diploma (AQF 5) - Mentor Education ~ 2014 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 David Sydney Hyde 1997 1985 - Bachelor of Commerce - - UNSW ~ 1992 - Graduate Diploma of Applied Finance & Investment - - Financial Services Institute of Australasia ~ 1999 - Diploma of Financial Planning - - Deakin University/ Financial Planning Association ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Dean Cowdroy 2024 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University
 Devlin Stirling Joyes 2010 2010 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2015 - Advanced Diploma Financial Planning FNS60410 - Advanced Diploma (AQF 6) - Investment Banking Institute ~ 2015 - Certificate 4 in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Australia ~ 2015 - RG146 928 Margin Lending - Diploma (AQF 5) - Kaplan Australia ~ 2017 - Fellow Chartered Financial Practitioners (FChFP) - Professional Designations - Association of Financial Advisers (AFA)
 Dimitrios Zartaloudis 2007 2008 - Diploma Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2008 - Self Managed Super Funds - Diploma (AQF 5) - Kaplan Professional ~ 2009 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional
 Dino Cataldo 2009 2007 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Mentor Education Group ~ 2012 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2016 - Advanced Diploma Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Mentor Education Group ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Domenic Claudio Gullifa 2023 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Elise Marie Marcus 2018 2017 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Elizabeth Wilson 2012 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Securities & Managed Investments - Diploma (AQF 5) - Kaplan Professional ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Emily Jane Males 2018 2010 - Bachelor Business (Management) - Bachelor Degree (AQF 7) - Western Sydney University ~ 2015 - Diploma Financial Planning FNS50611 - Diploma (AQF 5) - Kaplan Australia ~ 2018 - RG146 Managed Investments Securities - Diploma (AQF 5) - Kaplan Australia ~ 2021 - Margin Lending Specialist - Diploma (Level 5) - Other - Kaplan Professional
 Emma Kate Pittman 2018 2013 - Bachelor of Financial Planning - - Central Queensland University ~ 2018 - Accredited Listed Product Adviser Program - - Kaplan ~ 2018 - Self Managed Superannuation Funds - - Kaplan ~ 2018 - Tier 1 Margin Lending - Personal Advice - - Kaplan ~ 2021 - Certified Financial Planner Program - Professional Designations - Financial Planning Association of Australia (FPA)
 Eng K Ooi 2002 2003 - Diploma of Financial Advising - - Securities Institute/Tribeca ~ 2005 - Certified Financial Planner (CFP) - - Financial Planning Association (FPA) ~ 2008 - Self Managed Superannuation Fund (SMSF) Adviser Education Program - - Financial Essentials ~ 2010 - Margin Lending & Geared Investments Adviser Accreditation - - Kaplan
 Franco Angelo Joseph Theuma 2007 2001 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2002 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University ~ 2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2021 - ALPA - Other - Kaplan
 Friede Mae Roberts 2014 2012 - Diploma Financial Services (Financial Planning) FNS50408 - Diploma (AQF 5) - Kaplan Australia ~ 2013 - Advanced Diploma Financial Planning FNS60410 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2015 - RG146 Tier 1 Margin Lending - Diploma (AQF 5) - Kaplan Australia ~ 2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Garry Michael Mccormick 1996 1996 - Bachelor of Economics - - The Flinders University of South Australia ~ 1999 - Diploma of Financial Planning - - FPA ~ 2018 - ASX Listed Products Accreditation Course (LPAC) - - LPACOnline ~ 2019 - Self Managed Superannuation Funds - - Kaplan Professional
 Geoffrey David Wotzko 1998 1975 - Associateship in Accounting - - West Australian Institute of Technology (WAIT) ~ 1987 - Post Graduate Diploma Business (Law) - - Curtin University ~ 2002 - Diploma of Financial Services - - National Insurance Brokers Association of Australia ~ 2006 - Self Managed Superannuation Fund (SMSF) Adviser Accreditation - - Financial Essentials ~ 2010 - Margin Lending & Geared Investments Adviser Accreditation - - Kaplan
 Geoffrey Munday 2003 1982 - Bachelor of EcoNomics - Bachelor Degree (AQF 7) - University of Sydney ~ 2002 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 George EL Jouni 2006 2010 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - MLC ThreeSixty ~ 2011 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Australia
 Gianni LA Scala 2004 2001 - Bachelor of Commerce (Finance & Computer Studies) - Bachelor Degree (AQF 7) - Flinders University ~ 2006 - Advanced Diploma of Financial Planning FNS60404 - Advanced Diploma (AQF 6) - Tribeca
 Glen Michael Corcoran 1996 1999 - Diploma Financial Planning (DFP) - - Deakin University ~ 2000 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA) ~ 2004 - Self Managed Super Funds - - Financial Planning Association of Australia (FPA) ~ 2012 - Accredited Listed Product Adviser Program - - Kaplan Professional ~ 2014 - Estate Planning Accreditation - - Australian Executor Trustees
 Graeme Kenneth Wandel 1992 2003 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2003 - Diploma Financial Planning - Diploma (AQF 5) - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Grant Christopher Wilson 2010 1987 - Bachelor of Commerce (Economics/Finance) - Bachelor Degree (AQF 7) - University of NSW ~ 2002 - Diploma of Financial Planning - Diploma (AQF 5) - FPA ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Grant Edward Fisher 2007 1993 - Bachelor of Financial Administration - Bachelor Degree (AQF 7) - University of New England ~ 2011 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia ~ 2015 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Gregg Pethick 2011 2010 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2012 - Advanced Diploma Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2014 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Australia
 Gregory Cameron Moore 1996 2000 - Certified Financial Planner - - Financial Planning Association ~ 2000 - Diploma of Financial Planning - - Financial Planning Association ~ 2003 - ASX Listed Product Accreditation Course - - Financial Planning Association ~ 2020 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Guy Alastair Rigby 2002 2011 - Advanced Diploma Financial Services (Financial Planning) - - Mentor Education ~ 2012 - Self Managed Super Funds - - Mentor Education
 Harro Wennrich 2006 2005 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT) ~ 2006 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - MLC ThreeSixty ~ 2007 - Advanced Diploma of Financial Planning FNS60404 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2012 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
 Harry Jason King 0 2023 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of Technology Sydney
 Hayden Allen 1999 1997 - Bachelor Degree - Economics - Bachelor Degree (AQF 7) - Flinders University ~ 2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Jack Faulkner 2024 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 James Arthur Buckingham 2003 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty ~ 2012 - Principles in Self Managed Superannuation Funds - Diploma (AQF 5) - International Institute of Technology ~ 2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 James Benedict Herriman 2006 2000 - Bachelor of Business (Banking & Finance) - - University of South Australia ~ 2005 - Graduate Certificate in Applied Finance & Investment - - Securities Institute ~ 2006 - Graduate Diploma in Financial Planning - - Securities Institute ~ 2010 - Certified Financial Planner (CFP) - - Financial Planning Association (FPA) ~ 2011 - Margin Lending & Geared Investments Adviser Accreditation - - Kaplan
 James Douglas Brien 2018 2013 - Bachelor Commerce (Finance Management) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2015 - Diploma Financial Planning FNS50611 - Diploma (AQF 5) - International Institute of Technology ~ 2017 - Advanced Diploma Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Kaplan Australia
 James Lyster Harris 2000 1993 - Bachelor of Business (Accounting) - - University of Central Queensland ~ 1999 - Certified Practicing Accountant - - CPA ~ 2002 - Financial Planning Specialist - - CPA ~ 2003 - Diploma of Financial Planning - - Financial Planning Association ~ 2005 - Certified Financial Planner - - Financial Planning Association
 James Morton Kelly 2017 2009 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2010 - Advanced Diploma of Financial Planning FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2010 - Master of Business Administration - Masters Degree (AQF 9) - University of Melbourne ~ 2016 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 James Patrick Baxter 1999 2000 - Bachelor of Business (Accounting) - - Monash University ~ 2005 - Graduate Diploma of Financial Planning - - Financial Services Institute of Australasia (FINSIA) ~ 2007 - Self Managed Superannuation Fund Adviser Education Program - - Financial Essentials ~ 2009 - ASX Listed Products Adviser Accreditation - - Kaplan ~ 2010 - Margin Lending & Geared Investments Adviser Accreditation - - Kaplan
 James Robert Esselmont 2005 1996 - Bachelor of Economics - - Monash University ~ 2001 - Graduate Diploma in Applied Finance & Investment - - Securities Institute ~ 2004 - Master of Business Administration - - Royal Melbourne Institute of Technology (RMIT) ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2008 - Certified Financial Planner (CFP) - - Financial Planning Association (FPA)
 Jamie Denham 2024 2023 - Bachelor of Applied Finance Advice - Bachelor Degree (AQF 7) - GRIFFITH UNIVERSITY
 Janet Suk Ngar Tang 1999 1997 - Bachelor Commerce (Finance) - Bachelor Degree (AQF 7) - Curtin University ~ 2002 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2004 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Australia ~ 2021 - Ethics and Professionalism in Financial Advice - Other - Kaplan Professional
 Jared Matthew Casement 2005 2004 - Advanced Diploma Financial Services (Financial Planning) FNB60402 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2004 - Diploma Financial Services (Financial Planning) FNB50402 - Diploma (AQF 5) - Kaplan Australia ~ 2012 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
 Jarrod Owen 2011 2009 - Diploma Financial Planning FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2012 - Master of Business Admin - Masters Degree (AQF 9) - Deakin University ~ 2017 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
 Jarryd Vinton 2008 2008 - Bachelor of Commerce (Accounting & Financial Planning) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2011 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Jasmyn Pfeiffer 2016 2015 - Accredited Aged Care Professional Program - Other - Aged Care Steps ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Jason Brian Cooke 2001 2003 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute ~ 2005 - Advanced Diploma Financial Services - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2010 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professionalism ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Jason Galea 1994 1995 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University ~ 2000 - Graduate Diploma of Applied Investment and Finance - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Jay Thwaites 2024 2020 - Bachelor of Commence (Accounting and Finance Double Major) - Bachelor Degree (AQF 7) - Curtin University ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2024 - Accredited Listed Product Adviser Program - Other - Kaplan
 Jeannie Christine Van Raay 2004 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia ~ 2010 - CFP Certification Programme - Professional Designations - Financial Planning Association of Australia ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Jeffrey Graeme Munro 2015 1998 - Bachelor of Business (Business Management) - Bachelor Degree (AQF 7) - Charles Sturt University ~ 1999 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association ~ 2002 - Certified Finacial Planner (CFP) - Professional Designations - Financial Planning Association ~ 2015 - SMSF Specialist Adviser - Professional Designations - SMSF Association ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Australia
 Jenna Porta 2018 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2024 - Accredited Listed Product Adviser Program - Other - Kaplan
 Jeremy Adam Galloway Morrison 2012 2003 - Bachelor Degree - Commerce - - University of Ballarat ~ 2014 - CFP - Certified Financial Planner - - Financial Planning Association of Australia ~ 2014 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2024 - Ethics & Professionalism in Finance Advice - Bridging Course - Ethics - Kaplan Professional
 Jesse Nihill 1996 2001 - Bachelor of Business (Financial Planning) - - RMIT University
 Jodie Lee Whykes 2000 2002 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA)
 Jodie Schroeder 2000 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia ~ 2009 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Joel Mathew Bateman 2022 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - Advanced Financial Planning - Certificate (AQF 1-4) - Kaplan Professional
 John Michael Moran 1999 1999 - Bachelor of Commerce (Accounting) - - La Trobe University ~ 2002 - Diploma of Financial Planning - - Deakin University ~ 2010 - Margin Lending - - Pinnacle Financial Services Academy ~ 2011 - Self Managed Superannuation Funds - - Kaplan Professional ~ 2015 - Certified Financial Planner CFP - - Financial Planning Association of Australia
 Jonathan Scott Brittain 2006 2005 - Advanced Diploma Financial Services (Financial Planning) FNB60402 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2011 - RG146 Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Australia ~ 2021 - Client Engagement Skills - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graudate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Jonathon Bastow Croome 2006 2000 - Bachelor of Commerce - - University of Tasmania ~ 2005 - Graduate Diploma Financial Planning - - Securities Institute ~ 2009 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA)
 Jonathon Charles Piefke 2000 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional Education ~ 2011 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional Education ~ 2013 - Advanced Self Managed Superannuation Funds Program - - Kaplan Professional Education
 Joshua Brian Evans 2010 2010 - Bachelor of Commerce & Bachelor of Applied Finance - - University of South Australia ~ 2011 - ASX Listed Products Accreditation Course - - LPAC Online ~ 2011 - Margin Lending & Geared Investments - - Kaplan Professional
 Joshua Nicholas Parrott 0 2023 - Bachelor of Arts/Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
 Joshua William Hamblin 2009 2003 - Master of Business in Finance - Masters Degree (AQF 9) - University of Technology Sydney ~ 2009 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy ~ 2009 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Mentor Education Group ~ 2010 - RG146 DPML Margin Lending - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Judy Maree Dolan 2000 1990 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Queensland ~ 2000 - Financial Planning Principles and Practice - Diploma (AQF 5) - Securities Institute ~ 2002 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2003 - Certified Financial Planner Status (CFP) - Other - Financial Planning Association (FPA) ~ 2021 - MAI769 - Ethics for financial services (Intensive) - Bridging Course - Ethics - Deakin University
 Julie Ellen Schafer-evans 2005 2005 - Master of Applied Finance - Masters Degree (AQF 9) - University of Sydney ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Julio Carrieri 1991 2002 - Diploma of Financial Planning - - Financial Planning Association (FPA) ~ 2007 - Self Managed Superannuation Fund (SMSF) Adviser Education Program - - Financial Essentials ~ 2009 - ASX Accredited Listed Product Adviser Accreditation - - Kaplan ~ 2010 - Margin Lending & Geared Investments Adviser Accreditation - - Kaplan ~ 2020 - Ethics and Professionalism in Finance Advice - Bridging Course - Ethics - Kaplan Professinal
 Justin John Putman 2005 2003 - Foundation DFP - - Financial Planning Association (FPA) ~ 2005 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2005 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2005 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
 Kate Rochelle Schembri 2006 2004 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Katherine Alice Styles 2015 2007 - Bachelor of Commerce (Financial Planning Accounting Finance) - Bachelor Degree (AQF 7) - Deakin University ~ 2015 - Diploma of Financial Planning FNS50611 - Diploma (AQF 5) - Mentor Education Group
 Keenan Paul Maes 2018 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Margin Lending Accreditation Program - Diploma (AQF 5) - Stockbrokers and Financial Advisers Association Limited
 Kerryn Anne Shaw 2003 2006 - Graduate Certifcate in Professional Accounting - - The University of New England ~ 2017 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2017 - Self Managed Superannuation Funds - - Kaplan Professional ~ 2022 - Ethics and Professionalism in Financial Advice - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Kevin Francis Mccarthy 2004 2009 - Advanced Diploma Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education Group ~ 2009 - Diploma Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Group ~ 2011 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Kevin William Mcdonald 2014 2010 - Bachelor of Commerce (Finance & Economics) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2012 - Diploma Financial Planning FNS50610 - Diploma (AQF 5) - Kaplan Australia ~ 2013 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2013 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Kim Gerard Evetts 1996 2001 - Diploma Financial Planning - Diploma (AQF 5) - FPA ~ 2012 - DPML Margin Lending - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2012 - Diploma Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2013 - Advanced Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - Certified Financial Planning (CFP) - Professional Designations - FPA
 Konstantine Gramelis 2013 2013 - Diploma Financial Planning FNS50611 - Diploma (AQF 5) - International Institute of Technology ~ 2013 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2013 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - International Institute of Technology
 Kurt Matthew Pepper 2024 2017 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Univeristy of Wollongong Australia ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Launce Peter Ronald Kent 2013 2009 - Bachelor Finance - Bachelor Degree (AQF 7) - University of Adelaide ~ 2009 - Bachelor of Economics & Finance - Bachelor Degree (AQF 7) - University of Adelaide ~ 2012 - Diploma of Financial Planning FNS50610 - Diploma (AQF 5) - Kaplan Australia ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Australia
 Leah Shannine Cecere-palazzo 2003 1999 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Adelaide ~ 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2004 - Self Managed Superannuation Funds - Diploma (AQF 5) - Tribeca ~ 2014 - Certified Financial Planner Program - Professional Designations - Deakin University
 Lee Fen Goh 2008 2008 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2011 - Advanced Diploma Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2011 - RG146 Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Australia ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Australia
 Lee Katie Nickelson 2013 1999 - Bachelor of Behavioural Science (Psychology) - Bachelor Degree (AQF 7) - La Trobe University ~ 2007 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2008 - Advanced Diploma of Financial Planning FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2011 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Lee Robert Jackson 2003 2003 - Foundation Diploma Financial Planning DFP1-4 - Diploma (AQF 5) - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Australia ~ 2021 - Ethics and Professional in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Lee-anne Judith Parker 2007 2007 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - MLC ThreeSixty ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2012 - Advanced Diploma of Financial Planning FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professionalism
 Leon Phillips 1993 2004 - Advanced Diploma Financial Services (Financial Planning) FNB60402 - Advanced Diploma (AQF 6) - Integratec Training ~ 2004 - Diploma Financial Services FP FNB50802 - Diploma (AQF 5) - Integratec Training ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Lincoln Butt 2003 2003 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - MLC ThreeSixty ~ 2006 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Lincoln Peter Johnson 2007 2009 - Advanced Diploma Financial Planning - - Kaplan Professional ~ 2011 - Other - Fellow Chartered Financial Practitioner - - Asia Pacific Financial Services Association ~ 2011 - RG146 Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Graduate Diploma Financial Planning - - Kaplan Professional ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Louise Elizabeth Birrell 2016 2002 - Bachelor of Commerce in Financial Planning and Investments - Bachelor Degree (AQF 7) - Griffith University
 Lucinda Gallop 2010 2004 - Diploma of Financial Planning - - Financial Planning Association (FPA)
 Luke David Fletcher 2009 2002 - Diploma of Financial Advising - - Securities Institute ~ 2010 - Listed Product Accreditation Course - - Savings Factory ~ 2013 - Master of Financial Planning - - University of the Sunshine Coast
 Luke John Taylor 2005 2002 - Bachelor Business - Bachelor Degree (AQF 7) - University of Sunshine Coast ~ 2004 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2005 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Luke Robert Jones 2013 2000 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University of Technology ~ 2007 - Master of Business - Masters Degree (AQF 9) - Victoria University of Technology ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Margin Lending - Diploma (AQF 5) - Kaplan Professional
 Marc Travis Cook 2015 2012 - Diploma Financial Planning FNS50611 - Diploma (AQF 5) - MLC ThreeSixty ~ 2014 - Advanced Diploma Financial Planning FNS60410 - Advanced Diploma (AQF 6) - Kaplan Australia
 Marissa Han 2015 1993 - Bachelor Of Commerce - - The University of Adelaide ~ 2014 - Diploma of Financial Planning - - Kaplan Professional Education ~ 2018 - CFP Certification Program - Professional Designations - FPA ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2024 - Accredited Listed Product Adviser Program - Other - Kaplan
 Mark Anthony Connell 2000 2002 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Australia ~ 2014 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
 Mark Anthony Farmer 2001 2003 - Advanced Diploma of Financial Planning FNB60402 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2010 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Mark Geoffrey Chapman 1999 2002 - Certified Financial Planner Program - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2012 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional Education
 Mark Mcgree 2005 2005 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2010 - RG146 Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professionalism
 Mark Mcneany 1991 1998 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 1998 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2021 - Economic and Legal Context for Financial Planning - Other - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Mark Simpson 2022 2018 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Wollongong Australia
 Mark Struik 2001 1992 - Bachelor EcoNomics - Bachelor Degree (AQF 7) - Monash University ~ 2003 - RG146 925 Tier 1 Compliance solution - Life Insurance - Diploma (AQF 5) - Securities Institute ~ 2012 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Martin Drew Potts 1987 2000 - Certified Financial Planner (CFP) - - Financial Planning Association ~ 2000 - Diploma of Financial Planning Statement (DFP000 and DFP008) - - Deakin University ~ 2006 - Self Managed Superannuation Fund (SMSF) Adviser Accreditation - - Financial Essentials ~ 2010 - Margin Lending & Geared Investments Adviser Accreditation - - Kaplan
 Martin John Cook 2012 2012 - Diploma Financial Planning - Diploma (AQF 5) - Future Staff ~ 2015 - RG146 Provide Advice in RG146 Margin Lending - Diploma (AQF 5) - Mentor Education Group ~ 2016 - Advanced Diploma Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Mentor Education Group ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Martin Joseph Cimino 2012 2012 - Diploma if Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Advanced Diploma Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
 Martin Joseph Hunter 1984 2002 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2002 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Martin Joseph Kirkman 2000 2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Matt Thomas Austin 0 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Matthew Atkinson 2010 2005 - Bachelor of Information Systems - Bachelor Degree (AQF 7) - University of Tasmania ~ 2010 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of the Sunshine Coast ~ 2013 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
 Matthew Brian Bonnor 2001 1999 - Bachelor of Business - Bachelor Degree (AQF 7) - Monash University ~ 2002 - Diploma of Financial Advising - Advanced Diploma (AQF 6) - Securities Institute ~ 2010 - Margin lending and Geared investments - Diploma (AQF 5) - Kaplan Proffessional ~ 2013 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Proffessional ~ 2016 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association
 Matthew Carter 2008 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ANZIIF ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Matthew David Smith 2018 2011 - Bachelor of Commerce (Applied Economics and Finance) - Bachelor Degree (AQF 7) - University of Ballarat ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Matthew Edward Hams 2002 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Financial Services ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribecca ~ 2010 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Matthew James Dobson 2012 2009 - Certificate IV in Financial Services (Finance/Mortgage Broking) - - AAMC Training Group ~ 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2014 - Advanced Diploma Financial Planning - - AAMC Training Group ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Matthew Joseph Groat 2008 2007 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Mentor Education Group ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2016 - Advanced Diploma of Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Mentor Education Group
 Matthew Neill 2010 2008 - Bachelor Business - Bachelor Degree (AQF 7) - La Trobe University ~ 2010 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2012 - Advanced Diploma of Financial Planning FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2018 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Australia
 Matthew Ryan Schutz 2008 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2009 - Advanced Diploma Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - The University of Adelaide
 Matthew William Hawkins 2009 2006 - Bachelor Commerce - Bachelor Degree (AQF 7) - University of Tasmania ~ 2008 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2012 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2014 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Australia
 Mauro Grossi 2008 2003 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - University of South Australia ~ 2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Australia
 Megan Louise Usher 2018 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2017 - Fellow Chartered Financial Practitioner - Professional Designations - Association of Financial Advisers (AFA) ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Melanie Grace Lever 2014 2012 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - La Trobe University ~ 2013 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT)
 Michael Colin Batten 2006 2006 - Diploma Financial Services (Financial Planning) - - Kaplan Professional ~ 2012 - Advanced Diploma Financial Services (Financial Planning) - - Kaplan Professional ~ 2013 - Listed Product Accreditation Course - - Kaplan Professional ~ 2014 - Self Managed Super Funds - - Kaplan Professional
 Michael Damien Boyd 2005 1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2001 - Diploma Financial Planning DFP 1-7 - Diploma (AQF 5) - Financial Planning Association (FPA) ~ 2006 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Michael Dudesin 2009 2010 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2011 - Master of Commerce (Financial Planning and Finance) - Masters Degree (AQF 9) - Deakin University ~ 2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Michael Konstas 1999 1991 - Bachelor of Education (Primary) - Bachelor Degree (AQF 7) - University of Sydney ~ 1993 - Bachelor of Arts - Bachelor Degree (AQF 7) - Macquarie University ~ 1998 - Master of Commerce (Finance & Marketing) - Masters Degree (AQF 9) - University of Sydney ~ 2002 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Australia
 Michael Thomas Mears 2018 2005 - Bachelor of Science (Honors) (Maths&Physics) - - University of Glasgow ~ 2017 - Diploma of Financial Planning - - Kaplan Professional Education
 Michael Timothy Kennedy 2002 2004 - Advanced Diploma of Financial Planning - - Kaplan Professional Education ~ 2010 - Master of Financial Planning - - University of Sunshine Coast ~ 2012 - SMSF Specialist Advisor - - SMSF Association
 Michael Walter Grech 2004 2003 - Bachelor Degree (Hons) - Business - - Royal Melbourne Institute of Technology ~ 2010 - Certificate - Certificate IV in Financial Services - - AAMC Training Group ~ 2010 - Certificate - Certificate IV in Property Services - - The Real Estate Institute of Victoria
 Michelle Galvin 1991 2000 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2021 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Economic and Legal Context for Financial Planning - Other - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Michelle Louise Christensen 2008 2007 - Diploma of Financial Services - Financial Planning - - AdviserCampus 360 ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - - MLC Advice Education ~ 2015 - Self Managed Superannuation Funds - Other - Kaplan ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Michelle Marie Tucker 2018 2013 - Bachelor of Financial Planning - Bachelor Degree (AQF 7) - Central Queensland University
 Mike Sikar 2009 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2012 - Advanced Diploma Financial Services (Financial Planning) FNS60408 - Advanced Diploma (AQF 6) - Kaplan Australia
 Najeeb Farfoud 2005 2004 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2006 - Foundation Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association (FPA) ~ 2008 - Master of Financial Planning - Masters Degree (AQF 9) - University of Sunshine Coast ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Nathan John Menegon 2005 2000 - Diploma Financial Planning (DFP) - - Deakin University ~ 2010 - Self Managed Super Funds - - Quantum Financial Training ~ 2012 - Fellow Chartered Financial Practitioner (FChFP) - - Association of Financial Advisers (AFA) ~ 2013 - Aged Care Professional Training - - Aged Care Financial Services International
 Nathan Lionel Harris 2001 1997 - Bachelor of Business - Bachelor Degree (AQF 7) - Monash University ~ 2002 - Diploma Financial Advising - Advanced Diploma (AQF 6) - Finsia/SIA ~ 2007 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - GWM Adviser Services ~ 2020 - Ethics for Financial Services - Bridging Course - Ethics - Deakin University
 Nicholas Kakalis 2011 1999 - Bachelor of Commerce - - University of Melbourne ~ 2001 - Chartered Accountant - - Institute of Chartered Accountants in Australia ~ 2011 - Diploma of Financial Services (Financial Planning) - - AAMC Training Group ~ 2013 - Diploma of Financial Services (Mortgage Broking) - - AAMC Training Group
 Nicole Elizabeth O'sullivan 2022 2018 - Bachelor of Management (Marketing) - Bachelor Degree (AQF 7) - Deakin University ~ 2019 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2024 - Accredited Listed Product Adviser Program - Other - Kaplan
 Nizam Emini 1998 2004 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Norman Dennis 2009 2009 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2011 - RG146 Provide Advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Parasuraman Chandran 2018 1990 - Bachelor of Engineering - Bachelor Degree (AQF 7) - Madurai Kamaraj University India ~ 2017 - Diploma Financial Planning FNS50615 - Diploma (AQF 5) - Integrity Education Group ~ 2018 - Advanced Diploma Finacial Planning FNS60410 - Advanced Diploma (AQF 6) - Integrity Educ. ~ 2020 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
 Paul Larkin 2008 2008 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2008 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Paul Stephan 1998 2003 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2014 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2016 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers (AFA) ~ 2016 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Australia ~ 2019 - Ethics and Professionalism in Financial Advice - Professional Designations - Kaplan Australia
 Peter Hamilton 2000 2001 - Bachelor Business (Human Resources Management) - Bachelor Degree (AQF 7) - Central Queensland University ~ 2002 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2002 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Peter Hawcroft 2004 2003 - Core Subjects within Bachelor of Commerce in Financial Planning (8 subjects = full ps146 compliance) - Bachelor Degree (AQF 7) - Griffith University
 Peter James Davis 2022 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - KAPLAN Professional
 Peter Schokman 2018 2017 - Master of Business (Finance) - Masters Degree (AQF 9) - University of Technology Sydney ~ 2018 - Diploma Financial Planning FNS50615 - Diploma (AQF 5) - Mentor Education Group ~ 2022 - Ethics and Professionalism in Financial Advice - Graduate Diploma (AQF 8) - Kaplan
 Philip Taaffe 2001 1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Sydney ~ 2003 - Advanced Diploma of Financial Planning FNB60402 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Pietro Scarpino 2018 1986 - Bachelor of Business Majoring Account - - Footscray Institute of Technology ~ 2002 - Diploma of Financial Planning - - FPA
 Rachel Maree Schumann 2003 2001 - RG146 DFP1-4 - Diploma (AQF 5) - Mixed Providers ~ 2003 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of TechNology ~ 2004 - Advanced Diploma of Financial Planning FNS60404 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
 Rex Rozario 2015 2009 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2014 - Advanced Diploma Financial Planning FNS60410 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2014 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2016 - Graduate Certificate of Applied Finance - Graduate Certificate (AQF 8) - Kaplan Australia ~ 2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Australia
 Rex Whittaker 2004 2004 - Diploma Financial Services (Financial Planning) FNB50802 - Diploma (AQF 5) - Kaplan Australia ~ 2012 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2014 - Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia
 Richard Unmack 1996 1999 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2003 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2011 - Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Australia ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Australia
 Richard Zbigniew Koral 2001 2000 - DFP 8 - Diploma (AQF 5) - Financial Planning Association (FPA) ~ 2012 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Ricky Soo 2004 2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle ~ 2004 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Robert Chiswell 2003 2003 - RG146 DFS(FP) 1-4 - Diploma (AQF 5) - Mixed Providers ~ 2004 - Advanced Diploma Financial Services (Financial Planning) FNB60402 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
 Robert John Gothard 1996 1999 - Diploma in Financial Markets - Diploma (AQF 5) - FINSIA ~ 2000 - Certified Financial Planner (CFP) - Professional Designations - FPA ~ 2000 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2021 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Western Sydney University
 Robert Kirtley 2007 2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2010 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Robert Louis Vajda 2018 2009 - Bachelorof Commerce (Applied Finance) - Bachelor Degree (AQF 7) - Griffith University ~ 2013 - Diploma of Financial Planning FNS50611 - Diploma (AQF 5) - Mentor Education ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
 Robert Murray Allison 1983 1998 - Adviser Accreditation Course - - AXA ~ 2007 - SMSF (Self Managed Superannuation Fund) Adviser Education Program - - Financial Essentials ~ 2016 - Advanced Diploma of Financial Planning - - Kaplan Professional
 Robin Hamilton Bell 2016 2007 - Bachelor of Economics - - The University of Sydney ~ 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2015 - Advanced Diploma of Financial Planning - - International Institute of Technology ~ 2016 - Accedited Listed Product Adviser Program - - Kaplan ~ 2016 - Self Managed Superannuation Funds - - IIT
 Roger Raymond Ellingworth 1983 1992 - Diploma Financial Planning (DFP) - - Deakin University ~ 1995 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA) ~ 1999 - Master of Business - - RMIT ~ 2005 - Self Managed Super Funds - - Tribeca ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Ronald Andrew Walden 2000 2000 - Diploma of Financial Planning - - Deakin / FPA ~ 2004 - Self Managed Superannuation Funds - - Kaplan ~ 2011 - Margin Lending & Geared Investments - - Kaplan ~ 2011 - Master of Financial Planning - - USC
 Rowan Harvey Kimpton 1985 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association ~ 2011 - Margin Lending - Diploma (AQF 5) - MLC ~ 2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2018 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Russell Bruce Crozier 1987 2004 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2011 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Ryan Anthony Fennell 2009 2010 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2012 - RG146 Margin Lending (DPML) - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2015 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2021 - Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin University
 Ryan Dupuis 1999 2003 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2012 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2020 - Client Engagement Skills - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
 Ryan Garry Porter 2009 2009 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2011 - Advanced Diploma Financial Planning FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2013 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Australia
 Ryan John Oliver 2006 2007 - Diploma Financial Services(Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2013 - RG146 Margin Lending - Diploma (AQF 5) - Kaplan Australia ~ 2016 - Advanced Diploma Financial Planning FNS60410 - Advanced Diploma (AQF 6) - Kaplan Australia
 Ryan Philip Kelly 2010 2005 - Bachelor of Science (Business Administration) - Bachelor Degree (AQF 7) - Midland Lutheran College ~ 2008 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2010 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Sabatino John Troncone 1985 2004 - Diploma of Financial Planning - - FPA ~ 2018 - ASX Listed Products Accreditation Course (LPAC) - - LPACOnline ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Samuel Briggs 2018 2017 - Bachelor of Business (Economics and Finance) - - RMIT University ~ 2018 - Tier 1 Financial Planning - Personal Advice - - Kaplan Professional ~ 2018 - Tier 1 Generic Knowledge - - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Samuel Taylor 2015 2011 - Bachelor of Commerce (Corporate Finance) - - University of Adelaide ~ 2013 - Diploma of Financial Planning - - Kaplan ~ 2014 - Securities and Managed Investments - - Kaplan ~ 2019 - Margin Lending - - Kaplan Professional ~ 2023 - Accredited Listed Product Adviser Program (ALPA) - Other - Kaplan Professional
 Sarah Louise Sheehan 2022 2020 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Sarah Mcdonald 2003 2004 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2007 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2022 - Bridging Course - Client Engagement Skills - Other - Kaplan Professional
 Scott Kirkwood 1989 2000 - Advanced Diploma Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2000 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2000 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Australia ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education
 Scott Tang 2001 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec Training ~ 2010 - Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Shane Andrew West 2001 2010 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2012 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2020 - MAI769 - Ethics for financial services (Intensive) - Bridging Course - Ethics - Deakin University ~ 2021 - Financial Advice Regulation - Bridging Course - Regulation & Legal Obligations - Deakin University ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
 Shane Anthony Bonke 2008 2001 - Bachelor of Commerce (Law Fin) - Bachelor Degree (AQF 7) - James Cook University ~ 2008 - Diploma Financial Services(Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2010 - RG146 Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Australia ~ 2011 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2016 - Advanced Diploma Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Kaplan Australia
 Shane Joseph Butler 1990 1996 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Shannah French 2017 2015 - Bachelor of Commerce (Commercial Law) - Bachelor Degree (AQF 7) - Swinburne University of TechNology ~ 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
 Stephanie Anne Mitchell 2018 2012 - Bachelor Business (Banking & Finance) - Bachelor Degree (AQF 7) - Victoria University ~ 2016 - Diploma Financial Planning FNS50615 - Diploma (AQF 5) - Kaplan Australia ~ 2018 - RG146 Managed Investments & Securities - Diploma (AQF 5) - Kaplan Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Steven Dobson 2001 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional (previously Tribeca) ~ 2009 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 2013 - Master of Business Administration - Masters Degree (AQF 9) - Murdoch University ~ 2015 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Steven Nickelson 2008 2006 - Bachelor of Commerce (Accounting & Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2010 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Stuart James Cain 2005 1998 - Bachelor of Arts (Science & Technology Studies) - Bachelor Degree (AQF 7) - University of New South Wales ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Stuart James Mcdonald 2007 2002 - BACHELOR OF COMMERCE - Bachelor Degree (AQF 7) - UNIVERSITY OF OTAGO ~ 2004 - POST GRADUATE DIPLOMA IN COMMERCE - Advanced Diploma (AQF 6) - UNIVERSITY OF OTAGO ~ 2008 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2008 - DIPLOMA FINANCIAL SERVICES (FINANCIAL PLANNING) FNS50804 - Diploma (AQF 5) - QUANTUM FINANCIAL TRAINING ~ 2012 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Suzanne Therese Poulton 2015 2003 - Taxation Planning - - Integratec ~ 2012 - Advanced Diploma - Financial Planning - - Kaplan Professional Education ~ 2012 - Diploma Of Financial Services (Financial Planning) - - Kaplan Professional Education ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Tamara Jayne Gillman 2009 2006 - Bachelor Arts-Business Management (Marketing) - Bachelor Degree (AQF 7) - University of Queensland ~ 2010 - Advanced Diploma of Financial Planning FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2010 - Diploma of Financial Financial Planning FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2015 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Australia
 Tammy Sheree Heidrich 2004 2000 - Bachelor of Laws - Bachelor Degree (AQF 7) - Queensland University Technology ~ 2001 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Tammy Zena Marshman 2005 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2006 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2022 - Accredited Aged Care Professional & Aged Care Specialist - Professional Designations - Aged Care Steps & Financial Planning Association of Australia (FPA)
 Thomas Phillip Rowson 2018 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute ~ 2018 - Diploma of Financial Services (Financial Planning) - - Monarch Institute ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Tiffany Jane Hardwick 2013 2005 - Diploma of Financial Services (Financial Planning) - - Tribecca ~ 2016 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2018 - Graduate Certificate in Financial Planning - - Griffith University ~ 2020 - Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
 Timothy John Donohue 1987 1987 - Bachelor of Economics - - Monash University ~ 1996 - Certified Financial Planner (CFP) - - Financial Planning Association (FPA) ~ 1996 - Diploma of Financial Planning - - Royal Melbourne Institute of Technology (RMIT) ~ 2007 - Self Managed Superannuation Funds Adviser Accreditation - - Financial Essentials ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Todd Burnell 2000 2004 - Advanced Diploma Financial Services (Financial Planning) FNB60402 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2014 - Diploma Financial Planning FNS50611 - Diploma (AQF 5) - Kaplan Australia ~ 2023 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan Australia
 Tom Jonathon Davis 2008 2008 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2009 - Advanced Diploma of Financial Planning FNS60404 - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy ~ 2011 - RG146 Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Australia ~ 2016 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers (AFA) ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Tracey Andriske 2013 2007 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - MLC ThreeSixty ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2012 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia
 Travis John Keay 2011 2010 - Bachelor of Commerce (Global Economics and Finance) - Bachelor Degree (AQF 7) - Curtin University ~ 2020 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Certificate of Financial Planning - Graduate Certificate (AQF 8) - Kaplan Professional
 Travis Nathan Ramsay 2023 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Trent Sanfead 2002 2003 - Foundation DFP - - Financial Planning Association of Australia ~ 2004 - Certificate 111 in Mortgage Lending - - AAMC Training Group ~ 2004 - Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2019 - Accredited Listed Product Adviser Program - Other - Kaplan Professional Education
 Trevor Neil Morony 2004 2004 - Diploma of Financial Services (Financial Planning) FNB50802 - Diploma (AQF 5) - MLC ThreeSixty ~ 2005 - Advanced Diploma Financial Services (FP) FNB60402 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Tyson Zane Crotty 2006 2004 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
 William John Rice 2021 2020 - 7159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Bridging Course - Regulation & Legal Obligations - Griffith University ~ 2020 - 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Bridging Course - Behavioural Finance - Griffith University ~ 2020 - 7269AFE/7815AFE Ethics and Professionalism - Bridging Course - Ethics - Griffith University ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Griffith University ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
 Yihsing Koo 2001 2002 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2005 - RG146 Advanced Strategies for SMSFs - Diploma (AQF 5) - MLC ThreeSixty ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Yvonne Parasuraman 2015 1991 - Bachelor Arts (Econ.) - Bachelor Degree (AQF 7) - University of Madras ~ 2012 - Diploma Financial Service (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2016 - Advanced Diploma Financial Planning FNS60410 - Advanced Diploma (AQF 6) - Integrity Education Group ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Certified Financial Planner (CFP) - Other - FPA
 Zacharia Cartsidimas 2010 1993 - Bachelor Of Economics - Bachelor Degree (AQF 7) - La Trobe University ~ 2010 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Mentor Education Group ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Zachary James Mcarthur 1998 1997 - Bachelor of Commerce - - The University of Tasmania ~ 1997 - Diploma of Financial Planning - - Deakin University, FPA ~ 2003 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA) ~ 2003 - Certified Financial Planner (CFP®) - - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional