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;
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:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
interests in managed investment schemes limited to:
MDA services; and
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;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Adam Cory Blanchard | 2015 | Bachelor of Business (Finance and Investment) - Federation University Australia ~ Diploma of Financial Planning - Kaplan Professional ~ FASEA (Financial Adviser) Exam - FASEA |
| 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 |
| Alexandra Kerry | 2018 | Diploma of Financial Planning - Kaplan Professional ~ FASEA (Financial Adviser) Exam - FASEA |
| Alexandra Wiedenmann | 2023 | Certificate 4 in Mortgage Brokering - KAPLAN ~ Graduate Diploma of Financial Planning - KAPLAN |
| Amy Victoria Kemp | 2018 | Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Commerce - Deakin University ~ FASEA (Financial Adviser) Exam - FASEA ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Andrea Mcfarland | 2018 | Bachelor of Commerce - Griffith University ~ FASEA (Financial Adviser) Exam - FASEA |
| Andrew Hyde | 2001 | ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Advanced Dipiloma of Financial Services (Financial Planning) - Kaplan Professional ~ FASEA (Financial Adviser) Exam - FASEA ~ MArgin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| 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 |
| Barnaby David Ellis | 2009 | Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd ~ Aged Care & Retirement Income - UNSW ~ Certified Financial Planner - FPA ~ Certified Financial Strategist - Association of Independently Owned Financial Professionals (AIOFP) ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited |
| 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 |
| Belinda Murphy | 2018 | Accountants Essential Advice - Integrity Education Group ~ Bachelor of Business - Charles Sturt University ~ SMSF Core Course - DBA |
| Bethan Davis | 2011 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ CFP - FPA ~ FASEA (Financial Adviser) Exam - FASEA ~ Graduate Diploma of Financial Planning - Kaplan ~ Honours in Bachelor of Arts (French & Mathematics) - The University of Birmingham |
| Bradley Sweeney | 2004 | Bachelor of arts Communication (Organisational Communication) - University of Canberra ~ Diploma of Financial Planning - Deakin University, FPA ~ FASEA (Financial Adviser) Exam - FASEA ~ Master of Business Administration (Finance) - University of South Australia ~ Self Managed Superannuation Funds - Integratec |
| Brendon Dale Wicks | 1999 | Diploma of Financial Planning - Deakin University, FPA ~ FASEA Financial Planning Exam - FASEA ~ Margin Lending and Geared Investments - Kaplan Professional |
| 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 |
| Brittney Hildebrand | 2018 | Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business (Economics and Finance) - RMIT ~ Diploma of Financial Planning - Pinnacle ~ FASEA (Financial Adviser) Exam - FASEA |
| Bruce Swinford | 1986 | AMP & ICFS Specialist SMSF Course - The University of Adelaide ~ Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ FASEA (Financial Adviser) Exam - FASEA ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Cameron Gosson | 2016 | Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - University of Southern Queensland ~ Diploma of Financial Planning - Monarch Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF & Margin Lending Accredited - Mentor Education |
| Carmel Gardner | 2007 | Diploma of Financial Services (Financial Planning) - TAFE Queensland ~ FASEA (Financial Adviser) Exam - FASEA ~ Margin Lending and Geared Investments - Kaplan Professional |
| Catherine Joseph | 2005 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FASEA Financial Planning Exam - FASEA ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending Accreditation Program - Stockbrokers Association of Australia ~ Master of Financial Planning - Kaplan Professiona |
| Chloe-anne Melissa Arthur | 2009 | Advanced Diploma of Financial Planning - International Institute of Technology ~ Life Insurance Adviser (Personal Advice) - Mentor Education ~ TASA & the TPB Code of Professional Conduct AND DFP5v2 Tax for Financial Advising - Kapan ~ Tier 1 Adviser Compliance Solution - Kaplan Education Pty Ltd ~ Tier 1 Securities - Personal Advice - Kaplan Professional |
| Christoffel Van Den Berg | 2014 | Client Engagement Skills - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Finance - Charles Sturt University |
| 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 |
| Craig Ives | 1994 | Certificate of Superannuation Management - Association of Superannuation Funds of Australia ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Diploma of Life Insurance - The Australian Insurance Institute ~ FASEA (Financial Adviser) Exam - FASEA ~ Margin Lending and Geared Investments - Kaplan |
| Damian Mcvilly | 2001 | Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University, FPA ~ FASEA (Financial Adviser) Exam - FASEA ~ Margin Lending and Geared Investments - Kaplan Professional |
| Daniel Christopher Roberts | 2015 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Accounting, Financial Planning) and (Finance & Economics) - Charles Sturt University - 2011 & 2013 ~ FASEA (Financial Planning) Exam - FASEA ~ Self Managed Superannuation Core Course - DBA Network ~ Tier 1 Margin Lending - Personal Advice - Kaplan |
| 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 |
| Darren Peter Hose | 2018 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| David Catt | 2014 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FASEA (Financial Adviser) Exam - FASEA ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Deborah Susan Ball | 2004 | Certified Financial Planner - FPA ~ Diploma of Financial Planning - Financial Planning Association ~ Economic & Legal Context for Financial Planning - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ FASEA (Financial Adviser) Exam - FASEA |
| Doo Hee Kim | 2021 | Bachelor of Applied Finance & Bachelor of Economics - Macquarie University ~ CERTIFIED FINANCIAL PLANNER - Financial Planning Association of Australia ~ FASEA (Financial Adviser) Exam - FASEA ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Master of Financial Planning - Kaplan Professional |
| Eamon Patrick Hynes | 1986 | Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Monarch Institute ~ FASEA (Financial Adviser) Exam - FASEA |
| Emily Kovac | 2018 | Bachelor of Business (Finance) - QUT ~ Diploma of Financial Planning - Kaplan ~ FASEA (Financial Adviser) Exam - FASEA |
| Emily Louise Eaton | 2017 | Advanced Diploma of Financial Services - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Emma Gilkison | 2018 | Bachelor of Commerce (Financial Planning) - University of the Sunshine Coast ~ Ethics and Professionalism in Financial Advice (FPC002B) - Kaplan Professional ~ FASEA (Financial Adviser) Exam - FASEA |
| 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 |
| Frank Tesoriero | 2004 | Diploma of Superannuation Management - Association of Superannuation Funds Australia (ASFA) ~ FASEA Financial Planning Exam - FASEA ~ Graduate Diploma in Applied Finance & Investment - Securities Institute ~ Graduate Diploma in Financial Planning - Securities Institute |
| Garry James Loffhagen | 1999 | Bachelor of Commerce (Accounting) - University of Canterbury ~ CFP® - FPA ~ Chartered Accountant - Institute of Chartered Accountants ~ Diploma of Financial Planning - FPA ~ FASEA (Financial Adviser) Exam - FASEA |
| Gregory George Pride | 1985 | Bachelor of Commerce (Applied Psychology) - The University of New South Wales ~ CFP - FPA ~ FASEA (Financial Adviser) Exam - FASEA |
| Gregory Matthew Swan | 1995 | Diploma of Financial Planning - Financial Planning Assoication of Australia Limited ~ Financial Planners Exam - FASEA ~ Margin Lending and Geared Investments - Kaplan Education Pty Limited |
| 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 |
| Ian Robert Bacon | 2016 | Bachelor of Business - University of Technology Sydney ~ CERTIFIED FINANCIAL PLANNER - FPA ~ Diploma of Financial Planning - Kaplan Professional ~ FASEA (Financial Adviser) Exam - FASEA |
| Ida Eriksson | 2018 | Bachelor of Business (Accounting/Financial Management) - James Cook University ~ FASEA Financial Planning Exam - FASEA ~ Graduate Diploma of Chartered Accounting - Chartered Accountants Australia & New Zealand ~ RG 146 Super essentials - Integrity |
| Jac Theodore Holmes | 0 | Bachelor of Business (Finance/Financial Planning) - Charles Sturt University ~ Financial Adviser Exam - ASIC |
| James Ian Magor | 2005 | Bachelor of Business - University of Newcastle ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Jamie Irvine | 2007 | Bachelor of Business (Accounting) - La Trobe University ~ Diploma of Financial Services (Financial Planning). Also Self Managed Superannuation Funds quali - Kaplan Professional ~ FASEA Financial Planning exam - FASEA ~ Graduate Certificate of Applied Finance - Kaplan Professional ~ Margin Lending and Geared Investments - 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 |
| Jeremy Leach | 2014 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FASEA (Financial Adviser) Exam - FASEA ~ Graduate Diploma of Applied Finance - Kaplan Professional ~ SMSF Core Course - DBA Network Pty Ltd |
| Jessica Suzanne Bassett | 2006 | Bachelor of Business (Financial Risk Management) - Victoria University ~ Certified Financial Planner - Financial Planning Association of Australia ~ FASEA (Financial Adviser) Exam - FASEA |
| Joanna Potts | 2011 | Bachelor of Commerce (Accounting and Finance) - University of Wollongong ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Applied Finance (Financial Planning) - Kaplan Professional ~ Margin Lending Specialist - Kaplan Professional ~ SMSF Specialist Advisor - SMSF Association |
| Jodi Deborah Escudier | 2013 | Advanced Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Planning - Integrity Education Group ~ Graduate Diploma of Financial Planning - Kaplan ~ SMSF REgulations & Taxation - Kaplan Professional |
| John Grant | 1996 | Associate Diploma of Business (Accounting) - Box Hill College of TAFE ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University, FPA ~ Margin Lending and Geared Investments - Kaplan Professional |
| 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 |
| Joshua Luke Snell | 2006 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| 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 |
| Karoline Bernarda Besser | 2002 | Bachelor of Commerce (Accounting and Management Studies) - University of Wollongong ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - FPA ~ FASEA Financial Planning Exam - FASEA |
| Katrina Wroe | 1997 | Certified Financial Planner - Financial Planning Association of Australia ~ Diploma in Financial Markets - Securities Institute of Australia ~ Diploma in Financial Planning - RMIT University ~ FASEA Financial Planning Exam - FASEA ~ Master in Financial Planning - RMIT University |
| Kerry May Corrigan | 2011 | Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Margin Lending - Personal Advice - Kaplan |
| 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 |
| Kym O'brien | 2008 | Bachelor of Business (Accountancy) - Queensland University of Technology ~ Charetered Accountant - The Institute of Chartered Accountants ~ Diploma of Superannuation Management - Macquarie University ~ Graduate Diploma of Applied Finance and Investment - Financial Advising Essentials - Finsia ~ SMSF Specialist Advisor - SMSF Association |
| 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 |
| Mari Bingham | 2010 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FASEA Exam - FASEA ~ Graduate Certificate in Financial Planning - Kaplan Professional |
| Mark Macgregor | 1998 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FASEA Financial Planning Exam - FASEA ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Matthew James Bowyer | 0 | Bachelor of Business (Financial Planning) - QUT |
| 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 |
| Matthew Taylor | 2000 | Advanced Diploma Financial Services (Financial Planning) - Kaplan ~ CFP - FPA ~ Diploma of Financial Services (Financial Planning) - ThreeSixty |
| 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 |
| Michael Burns | 2006 | Bachelor of Science - The University of Queensland ~ Graduate Diploma of Financial Planning - Securities Institute ~ Master of Commerce - The University of Queensland ~ RG146 Margin Lending - MLC ThreeSixty |
| Michael Wayne Hack | 1991 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending & Geared Investments - Kaplan Professional |
| 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 |
| Michelle Collett | 2009 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business Studies - Charles Sturt University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ SMSF Core Course - DBA Network Pty Ltd |
| Michelle Elizabeth Hickey | 2017 | Diploma of Financial Planning - AAMC Training Group |
| 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 |
| Nicolas Lyndhurst D'emden | 2008 | Bachelor of Commerce / Bachelor of Law - University of Tasmania ~ Certified Financial Planner - Financial Planning Association of Australia ~ FASEA Exam - FASEA ~ Graduate Diploma of Financial Planning - FINSIA ~ Life Risk Specialist - Financial Planning Association of Australia |
| Novia Santosa | 2018 | Bachelor of Commerce (Accounting & Finance) - Monash University ~ Diploma of Financial Planning - 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 |
| Paul Crowne | 1996 | Bachelor of Veterinary Science - The University of Sydney ~ CFP - FPA ~ Diploma of Financial Planning - FPA |
| Pauline Song | 2007 | CERTIFIED FINANCIAL PLANNER designation - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Finsia ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Commerce (Accounting & International Business) - The University of Sydney |
| Peter Lemke | 1995 | Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ FASEA Financial Planning Exam - FASEA ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Peter Rimmington | 2009 | Bachelor of Business Accountancy - Queensland Institute of Technology ~ FASEA (Financial Planning) Exam - FASEA ~ Graduate Certificate in Financial Planning - The Securities Institute of Australia ~ Graduate Diploma of Taxation - University of Central Queensland |
| 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 |
| Richard Asquith-charlton | 2016 | Bachelor of Arts - University of Durham ~ Graduate Diploma in Financial Management - The University of New England ~ Professional Certificate in Self-Managed Superannuation - The University of Adelaide ~ SMSF Specialist Advisor - SMSF Association |
| Richie Sorensen | 2012 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd |
| Robert Allan Ellis | 2005 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certificate III in Business Administration - Sunraysia Institute of TAFE ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| 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 |
| Sally Mcpherson | 2018 | Bachelor of Business (Accounting) - Charles Sturt University ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ FASEA (Financial Planning) Exam - FASEA ~ RG 146 Accountants Essential Advice - Integrity Education Group |
| Samantha Murnane | 2005 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Accounting) - La Trobe University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional |
| Sarah Jayne Hugill | 2018 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Laws - James Cook University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan |
| Sarah-jane Faulds | 2018 | Accountants Essential Advice - Integrity Education Group ~ Bachelor of Business (Accounting) - Charles Sturt University ~ SMSF Core Course - DBA Network Pty Ltd |
| Scott David Farrell | 2023 | Graduate Diploma of Financial Planning - 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 |
| Shane Hugh Blair | 2014 | Diploma of Financial Planning - Kaplan ~ FASEA Financial Planning Exam - FASEA |
| Shane Philip Fitzsimmons | 2016 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ FASEA (Financial Planning) Exam - FASEA |
| Shannon Mary Abbey | 2016 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Accounting) - University of the Sunshine Coast ~ Certified Financial Planner - Financial Planning Association of Australia ~ FASEA (Financial Planning) Exam - FASEA |
| Shiona Hargen | 2012 | Advanced Diploma of Financial Planning - Kaplan ~ Advanced Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ FNS50804 - Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| 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 |
| Simon James Mcguirk | 2009 | ASX Listed Products Accreditation Course - LPAC Online ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education |
| Simone Megan Vasnaik | 0 | Bachelor of Commerce - Deakin University ~ Bachelor of Commerce - Deakin University ~ Financial Adviser Exam - ASIC ~ Financial Adviser Exam - ASIC |
| 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 |
| Staci Sturzaker | 2004 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Graduate Diploma in Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| 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 |
| Stephen Davis | 1997 | Bachelor of Economics - Macquarie University ~ CFP - FPA ~ Diploma of Financial Planning - FPA ~ FASEA Financial Planning Exam - FASEA ~ Specialist SMSF Course - Cavendish / University of Adelaide |
| Stephen Shane Latham | 2004 | Bachelor of Commerce - The University of New South Wales ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Master of Economics - Macquarie University |
| 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 |
| Tamim Marial | 2015 | Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Business and Commerce - University of Western Sydney ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Kaplan Professional ~ FASEA Financial Planning Exam - FASEA |
| Tania Mawbey | 2002 | Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Business - University of Technology Sydney ~ Certified Financial Planner - FPA ~ Certified Practising Accountant - CPA ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Taranjit Pradhan | 2017 | Advanced Diploma of Financial Planning - Mentor Education ~ Certificate IV in Superannuation - ASFA ~ Diploma of Financial Planning - Mentor Education ~ Master of Financial Planning - Deakin University |
| 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 |
| Voitek Biskup | 2005 | Advanced Diploma of Financial Planning - Kaplan Professional Education ~ FASEA Financial Planning Exam - FASEA |
| Warren Adam Halfpenny | 2018 | Diploma of Financial Planning - Financial Planning Association of Australia ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Financial Services (Financial Planning) - Commonwealth Bank of Australia |
| 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 |
| Zukdekea Smart | 2018 | Bachelor of Accounting / Financial Planning - Charles Sturt University ~ Diploma of Financial Planning - Kaplan ~ FASEA (Financial Adviser) Exam - FASEA ~ Graduate Diploma of Financial Planning - Kaplan Professional |