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 limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives limited to:
old law securities options contracts and warrants;
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;
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 limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives limited to:
old law securities options contracts and warrants;
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;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Adrian Trinchera | 2016 | Bachelor of Commerce (Majoring in Financial Planning and Finance) - Deakin University ~ Bachelor of Commerce (Majoring in Financial Planning and Finance) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Alex Camacho | 2023 | Bachelor of Business (Financial Planning) - RMIT University ~ Bachelor of Business (Financial Planning) - RMIT University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Financial Adviser Exam - FASEA ~ Financial Adviser Exam - FASEA |
| Andrew Mcdougall | 2002 | Bachelor of Economics - La Trobe University ~ Bachelor of Economics - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Integratec, Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Integratec, Kaplan Professional ~ FASEA (Financial Adviser) Exam - FASEA ~ FASEA (Financial Adviser) Exam - FASEA |
| Andrew Rafty | 1997 | Bachelor of Engineering (Civil Engineering) - The University of New South Wales ~ Bachelor of Engineering (Civil Engineering) - The University of New South Wales ~ CFP - FPA ~ CFP - FPA ~ Diploma of Financial Planning - FPA ~ Diploma of Financial Planning - FPA ~ FASEA (Financial Adviser) Exam - FASEA ~ FASEA (Financial Adviser) Exam - FASEA ~ Margin Lending - Kaplan ~ Margin Lending - Kaplan |
| Anthony Demetriou | 2016 | Bachelor of Commerce - LaTrobe University ~ Bachelor of Commerce - LaTrobe University ~ Diploma of Financial Services - ThreeSixty ~ Diploma of Financial Services - ThreeSixty ~ FASEA (Financial Planning) Exam - FASEA ~ FASEA (Financial Planning) Exam - FASEA |
| Aruna Baskaran | 2007 | Diploma in Financial Services (Financial Planning) and Advanced diploma 5 - 6 - Kaplan Professional ~ Diploma in Financial Services (Financial Planning) and Advanced diploma 5 - 6 - Kaplan Professional ~ Ethics and Professional in Financial Advice - Kaplan Professional ~ Ethics and Professional in Financial Advice - Kaplan Professional ~ FASEA Exam - FASEA ~ FASEA Exam - FASEA |
| Behrang Keshavarzi | 2015 | Advanced diploma of financial planning - RG146 Australia/Mentor education. ~ Advanced diploma of financial planning - RG146 Australia/Mentor education. ~ Certificate of Margin Lending - IIT ~ Certificate of Margin Lending - IIT ~ Diploma of Financial Services - International Institute of Technology (IIT) ~ Diploma of Financial Services - International Institute of Technology (IIT) ~ Principles of Self managed Superannuation Funds - IIT ~ Principles of Self managed Superannuation Funds - IIT |
| Brett Michael Sibbison | 2005 | FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Finsia ~ Graduate Diploma of Financial Planning - Finsia |
| Brett Ricchini | 1998 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca, Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca, Kaplan Professional ~ Bachelor of Commerce (Accounting and Law) - Deakin University ~ Bachelor of Commerce (Accounting and Law) - Deakin University ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice (FPC002B) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice (FPC002B) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Christopher John Elliott | 2003 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Markets - Securities Institute of Australia ~ Diploma of Financial Markets - Securities Institute of Australia ~ FASEA (Financial Adviser) Exam - FASEA ~ FASEA (Financial Adviser) Exam - FASEA ~ Graduate Diploma of Financial Planning - Securities Institute of Australia ~ Graduate Diploma of Financial Planning - Securities Institute of Australia |
| Daniel Testa | 2016 | Advanced Diploma Of Financial Planning - Monarch Institute ~ Advanced Diploma Of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education |
| Endre Lloyd-johnsen | 2015 | Bachelor of Business - La Trobe University ~ Bachelor of Business - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ FASEA (Financial Adviser) Exam - FASEA ~ FASEA (Financial Adviser) Exam - FASEA |
| Ian Clark | 1996 | ACA Financial Planning Specialist - ACA (CA) ~ ACA Financial Planning Specialist - ACA (CA) ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Chartered Accountant - Institute of Chartered Accountants ~ Chartered Accountant - Institute of Chartered Accountants ~ Ethics and Professionalism in Financial Advice (FPC002B) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice (FPC002B) - Kaplan Professional ~ FASEA (Financial Adviser) Exam - FASEA ~ FASEA (Financial Adviser) Exam - FASEA |
| Ian Raymond Evans | 2014 | Advanced Diploma of Financial Planning - Integrity Education Group ~ Advanced Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Planning - Kaplan Education ~ Diploma of Financial Planning - Kaplan Education ~ FASEA (Financial Adviser) Exam - FASEA ~ FASEA (Financial Adviser) Exam - FASEA ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Jan Molnar | 2009 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ FASEA Exam - FASEA ~ FASEA Exam - FASEA ~ Graduate Diploma in Financial Planning - Kaplan ~ Graduate Diploma in Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Jessica Clare Pelham-webb | 2016 | Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Business (Financial Planning) - RMIT ~ Bachelor of Business (Financial Planning) - RMIT ~ Diploma of Financial Service (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Service (Financial Planning) - Kaplan Professional Education ~ FASEA Financial Planning Exam - FASEA ~ FASEA Financial Planning Exam - FASEA ~ Self Managed Superannuation Funds - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Jonathan Lance Scholes | 2005 | Bachelor of Commerce - Deakin University ~ Bachelor of Commerce - Deakin University ~ CFP Certified Financial Planner - FPA ~ CFP Certified Financial Planner - FPA ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning (2005) & Foundation DFP (2004) - Deakin University ~ Diploma of Financial Planning (2005) & Foundation DFP (2004) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Joshua Denes Fredkin | 2024 | Graduate Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Joshua Logan | 2015 | Advanced Diploma of Financial Planning - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce (Accounting and Finance) - Macquarie University ~ Bachelor of Commerce (Accounting and Finance) - Macquarie University ~ Certified Financial Planner - FPA ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan |
| Justin Karl Pratt | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Bachelor of Commerce - University of Wollongong ~ Bachelor of Commerce - University of Wollongong ~ Certified Financial Planner - Financial Planning Association of Australia ~ Certified Financial Planner - Financial Planning Association of Australia ~ Life Risk Specialist - Financial Planning Association of Australia ~ Life Risk Specialist - Financial Planning Association of Australia ~ Specialist SMSF Course - The University of Adelaide ~ Specialist SMSF Course - The University of Adelaide |
| Kane Ellery | 2008 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Kevin Eamonn Mcgrath | 2017 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Arts (Honours) in Financial Services - Higher Education and Training Awards Council ~ Bachelor of Arts (Honours) in Financial Services - Higher Education and Training Awards Council ~ Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute |
| Kim TO Nga Nguyen | 2012 | Bachelor of Commerce Banking & Finance - Curtin University of Technology ~ Bachelor of Commerce Banking & Finance - Curtin University of Technology ~ Certified Financial Planning - Financial Planning Association of Australia ~ Certified Financial Planning - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Ethics & Professionalism in Finance Advice - Kaplan ~ Ethics & Professionalism in Finance Advice - Kaplan |
| Kylie Louise Maslin | 2012 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Lee Yuin Chew | 2022 | Bachelor of Commerce (Accounting & Finance) - University of Melbourne ~ Bachelor of Commerce (Accounting & Finance) - University of Melbourne ~ Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ FASEA Financial Planning Exam - FASEA ~ FASEA Financial Planning Exam - FASEA ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Masters of Financial Planning - Kaplan Professional ~ Masters of Financial Planning - Kaplan Professional |
| Luke Dylan Miraglia | 2024 | Accredited Aged Care Professional - Aged Care Steps ~ Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Commerce - Deakin University ~ Bachelor of Commerce - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Matthew Parrella | 2012 | Bachelor of Commerce (Financial Planning) - Deakin ~ Bachelor of Commerce (Financial Planning) - Deakin ~ CFP - FPA ~ CFP - FPA ~ Diploma of Financial Services (Financial Planning) - AMP ~ Diploma of Financial Services (Financial Planning) - AMP ~ SMSF Core Course - DBA ~ SMSF Core Course - DBA |
| Matthew Swieconek | 2000 | Bachelor of Commerce - University of Tasmania ~ Bachelor of Commerce - University of Tasmania ~ Graduate Diploma of Applied Finance & Investment - Kaplan ~ Graduate Diploma of Applied Finance & Investment - Kaplan ~ Margin Lending - Kaplan ~ Margin Lending - Kaplan |
| Meher Chatterjee | 2010 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Arts - University of Calcutta, India ~ Bachelor of Arts - University of Calcutta, India ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Melissa Brunow | 2011 | Advanced Diploma of Financial Planning - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ FASEA (Financial Planning) Exam - FASEA ~ FASEA (Financial Planning) Exam - FASEA |
| Michelle Anne Loughhead | 2005 | Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Graduate Certificate in Financial Planning - Griffith University ~ Graduate Certificate in Financial Planning - Griffith University ~ Master of Financial Planning - Griffith University ~ Master of Financial Planning - Griffith University |
| Nicholas Lee | 2011 | Bachelor of Commerce - University of Melbourne ~ Bachelor of Commerce - University of Melbourne ~ Bachelor of Science - University of Melbourne ~ Bachelor of Science - University of Melbourne ~ Ethics and Professionalism in Financial Advice (FPC002B) / FASEA Exam - Kaplan Professional / FASEA ~ Ethics and Professionalism in Financial Advice (FPC002B) / FASEA Exam - Kaplan Professional / FASEA ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Pandeli Halamandaris | 2007 | Advanced Certificate in Accounting - Prahran College of TAFE ~ Advanced Certificate in Accounting - Prahran College of TAFE ~ Associate Diploma of Business (Accounting) - Prahran College of TAFE ~ Associate Diploma of Business (Accounting) - Prahran College of TAFE ~ Diploma of Financial Services (Financial Planning) - Holmesglen ~ Diploma of Financial Services (Financial Planning) - Holmesglen ~ FASEA (Financial Planning) Exam - FASEA ~ FASEA (Financial Planning) Exam - FASEA ~ Margin Lending & Geared Investments - Kaplan ~ Margin Lending & Geared Investments - Kaplan |
| Paul Anthony Furlong | 1999 | Bachelor of Business (Banking & Finance) - Monash University ~ Bachelor of Business (Banking & Finance) - Monash University ~ Financial Adviser Exam - ASIC ~ Financial Adviser Exam - ASIC |
| Ratu Jone Navitalai Ravetali | 2023 | Accredited Aged Care Professional - Aged Care Steps ~ Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Planning - Monarch Institute ~ Advanced Diploma of Financial Planning - Monarch Institute ~ Financial Adviser Exam - FASEA ~ Financial Adviser Exam - FASEA ~ Graduate Diploma in Financial Planning - University of Technology Sydney ~ Graduate Diploma in Financial Planning - University of Technology Sydney |
| Robert DI Felice | 2014 | Advanced Diploma of Financial Planning - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business - University of Tasmania ~ Bachelor of Business - University of Tasmania ~ FASEA Exam - FASEA ~ FASEA Exam - FASEA ~ Life Risk Specialist - FPA ~ Life Risk Specialist - FPA ~ Margin Lending - Kaplan ~ Margin Lending - Kaplan |
| Ryan Carroll | 2007 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services - Kaplan ~ Diploma of Financial Services - Kaplan ~ FASEA (Financial Planning) Exam - FASEA ~ FASEA (Financial Planning) Exam - FASEA ~ Margin Lending & Geared Investments - Kaplan ~ Margin Lending & Geared Investments - Kaplan |
| Scott William Redpath | 2007 | Diploma of Business (Banking & Finance) - Holmesglen Institute of TAFE ~ Diploma of Business (Banking & Finance) - Holmesglen Institute of TAFE ~ FASEA Exam - FASEA ~ FASEA Exam - FASEA ~ Graduate Certificate in Applied Finance - Kaplan ~ Graduate Certificate in Applied Finance - Kaplan ~ Master of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Shane Hilton | 1997 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University, FPA ~ Diploma of Financial Planning - Deakin University, FPA ~ FASEA Financial Planning Exam - FASEA ~ FASEA Financial Planning Exam - FASEA ~ Professional Certificate in Self Managed Superannaution Funds - The University of Adelaide ~ Professional Certificate in Self Managed Superannaution Funds - The University of Adelaide |
| Simon Hussey | 1997 | CFP Award - CFP ~ CFP Award - CFP ~ Diploma of Financial Planning (DFP1-8) - FPA ~ Diploma of Financial Planning (DFP1-8) - FPA ~ Foundation Tax Course - Tax Institute of Australia ~ Foundation Tax Course - Tax Institute of Australia ~ Life Risk Specialist - Financial Planning Association ~ Life Risk Specialist - Financial Planning Association ~ Superannuation Management - ASFA ~ Superannuation Management - ASFA |
| Sosha Mullasseril Jay | 0 | Bachelor of Commerce (Finance & Marketing) - Monash University ~ Bachelor of Commerce (Finance & Marketing) - Monash University ~ Financial Adviser Exam - ASIC ~ Financial Adviser Exam - ASIC ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Stephanie Yeung | 2010 | Aged Care Accreditation - Aged Care Gurus ~ Aged Care Accreditation - Aged Care Gurus ~ Bachelor of Commerce - University of Melbourne ~ Bachelor of Commerce - University of Melbourne ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Margin Lending Specialist - Kaplan Professional ~ Margin Lending Specialist - Kaplan Professional ~ Self Managed Superannuation Funds - Mentor Education ~ Self Managed Superannuation Funds - Mentor Education |
| Stuart Aaron Mcrae | 2018 | Bachelor of Accounting - LaTrobe University ~ Bachelor of Accounting - LaTrobe University |
| Stuart John Howard | 2013 | BA (Hons) Economics - De Montfort University UK ~ BA (Hons) Economics - De Montfort University UK ~ CeMap (Mortgage qualification) - Willow Financial Management (UK) ~ CeMap (Mortgage qualification) - Willow Financial Management (UK) ~ Certificate in Financial Planning - Britannic Assurance (UK) ~ Certificate in Financial Planning - Britannic Assurance (UK) ~ Diploma of Financial Planning - Intellitrain ~ Diploma of Financial Planning - Intellitrain |
| Terence Verhaar | 2018 | Accredited Aged Care Professional / Business Insurance MasterClass - Aged Care Steps / TAL ~ Accredited Aged Care Professional / Business Insurance MasterClass - Aged Care Steps / TAL ~ Bachelor of Commerce (Financial Planning) - Griffith University ~ Bachelor of Commerce (Financial Planning) - Griffith University ~ Certified Financial Planner - FPA ~ Certified Financial Planner - FPA ~ FASEA Exam - FASEA ~ FASEA Exam - FASEA ~ Self Managed Superannuation Funds - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Terry Hodge | 2001 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Commonwealth Financial Planning ~ Self Managed Superannuation Funds - Commonwealth Financial Planning |
| Thomas Joseph | 2014 | Diploma Financial Planning FNS50611 - Monarch Institute ~ Diploma Financial Planning FNS50611 - Monarch Institute ~ Fellow Chartered Financial Practitioner (FChFP) - AFA ~ Fellow Chartered Financial Practitioner (FChFP) - AFA ~ Margin Lending - Monarch Institute ~ Margin Lending - Monarch Institute |
| Tracey Leanne Burns | 1999 | Bachelor of Business - Ballarat University College ~ Bachelor of Business - Ballarat University College ~ Certified Practising Accountant - CPA ~ Certified Practising Accountant - CPA ~ Chartered Professional Accountant Program (CPA) - CPA ~ Chartered Professional Accountant Program (CPA) - CPA |
| Tristan Walker | 2016 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Accountancy) - Royal Melbourne Institute of Technology ~ Bachelor of Business (Accountancy) - Royal Melbourne Institute of Technology ~ Bachelor of Business - Griffith University ~ Bachelor of Business - Griffith University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ FASEA Financial Planning Exam - FASEA ~ FASEA Financial Planning Exam - FASEA |
| Tuan LE | 2003 | Bachelor of Commerce - Australian National University ~ Bachelor of Commerce - Australian National University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - FPA/Deakin University ~ Diploma of Financial Planning - FPA/Deakin University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional |
| William Jack Kelly | 2018 | Bachelor of Commerce (Financial Planning) - Deakin University ~ Bachelor of Commerce (Financial Planning) - Deakin University |
| Yogen Suman Lal | 2010 | Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Margin lending - Personal Advice - Kaplan Professional Education ~ Margin lending - Personal Advice - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |