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;
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 limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
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 |
|---|---|---|
| Aileen Maree Jones | 2013 | 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2015 - SMSF - Other - Kaplan ~ 2025 - Accredited Behavioural Finance Professional - Professional Designations - Kaplan Professional ~ 2025 - Chartered Retirement Planning Counsellor - Professional Designations - Kaplan Higher Education ~ 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Amber Kate Simpson | 2016 | 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2019 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Kaplan ~ 2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan ~ 2023 - CFP Certification Program - Professional Designations - Financial Advice Association Australia |
| Andrew Peter Jones | 2002 | 1996 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Deakin University ~ 2001 - Diploma of Financial Planning (DFP 1- 4) - Diploma (AQF 5) - Securities/Kaplan Professional ~ 2005 - SMSF Specialist Advisor - Professional Designations - SMSF Association ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan |
| Andrew Robert Taylor | 2018 | 1996 - Master of Economics - Masters Degree (AQF 9) - University of New England ~ 2002 - Graduate Certificate in Management - Graduate Certificate (AQF 8) - Queensland University of Technology ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute ~ 2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2020 - FPC007B - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education ~ 2023 - FPC001B - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education |
| Anthony Gerard Menico | 1995 | 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan ~ 2019 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Anthony Paul Kane | 2003 | 1999 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of New England ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2021 - ALPA - Other - Kaplan ~ 2024 - FPE020 - SMSF Regulations and Taxation - Other - Kaplan ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2025 - Masters of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited |
| Ben Parnell | 2016 | 2007 - Bachelor of Arts (Business Economics) - Honours - Bachelor Degree (AQF 7) - University of Exeter England ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Securities and Managed Investments - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional |
| Bronson Lee Hills | 2018 | 2018 - Diploma of Financial Planning FNS50615 - Diploma (AQF 5) - Kaplan Professional ~ 2019 - Financial Planning Fundamentals - Other - Deakin University ~ 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University ~ 2022 - MAA769 - Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2022 - SMSF Specialist Advisor - Other - SMSF Association ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University |
| Christine Watson | 2023 | 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2021 - FPC006 - Tax and commercial law of financial planning - Other - Kaplan ~ 2021 - FPC008 - Investment Advice - Other - Kaplan ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2024 - Commercial Law - Other - Kaplan |
| Christopher Raymond Guy | 2005 | 2002 - Bachelor of Business (Business Administration) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 2006 - Accredited Mortgage Consultant - Other - Mortgage and Finance Association of Australia ~ 2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2008 - Master of Financial Planning - Masters Degree (AQF 9) - Royal Melbourne Institute of Technology ~ 2009 - Certified Financial Planner - Professional Designations - FPA ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Christopher Shiels | 2006 | 2006 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Tribeca ~ 2006 - Bachelor of Business - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan ~ 2020 - ALPA - Other - Kaplan ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Colin John Ward | 2002 | 1999 - Bachelor of Business (Accounting & Finance) - Bachelor Degree (AQF 7) - University of Technology Sydney ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2009 - Certificate IV in Financial Services (Finance/Mortgage broking) - Certificate (AQF 1-4) - Traineeship Management Australia ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2012 - Self Managed Superannuation Funds - Other - Kaplan Professional Education ~ 2013 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional Education |
| Daniel Molesworth | 2002 | 2002 - Diploma in Law - Diploma (AQF 5) - Legal Practitioners Admission Board ~ 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2004 - Bachelor of Finance - Bachelor Degree (AQF 7) - University of Newcastle ~ 2009 - CFP 1-4 & CFPC - Professional Designations - FPA ~ 2020 - ALPA - Other - Kaplan |
| David Paul Cooper | 2003 | 2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 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 ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| David Stephen Moloney | 2007 | 2007 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2010 - Certified Financial Planner Certification - Professional Designations - FPA ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2024 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Diane Kristine Scott | 2013 | 2012 - Diploma of Financial Planning FNS50610 - Diploma (AQF 5) - Kaplan Australia ~ 2014 - Tier 1 Margin Lending Personal Advice - Other - Kaplan ~ 2016 - Advanced Diploma of Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2022 - Self Managed Superannuation Funds - Other - Kaplan ~ 2025 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Gareth Ryan Adams | 2007 | 2006 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2011 - Margin Lending and Geared Inv. - Other - Kaplan ~ 2017 - SMSF - Other - Financial Education ~ 2019 - ALPA - Other - Kaplan |
| Gregory James Cook | 1992 | 1998 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia |
| Jack Ngo | 2013 | 2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne ~ 2005 - Bachelor of Laws - Bachelor Degree (AQF 7) - The University of Melbourne ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2011 - Master of Wealth Management - Masters Degree (AQF 9) - Deakin University ~ 2015 - Cavendish & ICFS Specialist SMSF course - Other - Cavendish/The University of Adelaide ~ 2015 - Certified Financial Planner - - FPA ~ 2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Jian YI Lao | 2008 | 2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The Australian National University ~ 2006 - Diploma of Financial Services (Financial Planning 550804) - Diploma (AQF 5) - Kaplan ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - SMSF - Other - SuperConcepts ~ 2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - ALPA - Other - Kaplan |
| Joanna Moss | 2016 | 2009 - Bachelor of Economic & Social Studies (Business & Management) - Bachelor Degree (AQF 7) - Abersytwyth University (Wales) ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Margin Lending - Other - Kaplan Professional ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2024 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Julian Chan | 2025 | 2020 - Bachelor of Commerce major in Economics - Bachelor Degree (AQF 7) - Macquarie University ~ 2023 - FPC008 - Investment Advice - Other - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Kate Price | 2023 | 2017 - Margin Lending - Other - Kaplan ~ 2018 - Bachelor of Financial Planning - Bachelor Degree (AQF 7) - Central Queensland University ~ 2018 - LAWS11030 - Introductory and contract law - Other - Central Queensland University ~ 2018 - LAWS19033 - Taxation law and practice A - Other - Central Queensland University ~ 2019 - Self Managed Superannuation Funds - Other - Kaplan ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2025 - Accredited Listed Product Adviser (ALPA) - Other - Kaplan Professional |
| Kellie Jane Treweek | 2011 | 2010 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Kaplan ~ 2012 - Self Managed Superannuation Funds - Other - Kaplan ~ 2020 - ALPA - Other - Kaplan ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan |
| Kym Anne Coleman | 2022 | 2004 - Master of Applied Finance - Masters Degree (AQF 9) - Charles Sturt University ~ 2020 - FPC008 Investment Advice - Other - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Liam Roche | 0 | 2019 - Bachelor of Commerce - Finance/Financial Planning - Bachelor Degree (AQF 7) - Griffith University ~ 2024 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan |
| Mark James Anderson | 2007 | 2006 - Bachelor of Business (Finance/Marketing) - Bachelor Degree (AQF 7) - Charles Sturt University ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2020 - SMSF - Other - Kaplan ~ 2025 - Margin Lending Specialist - Other - Kaplan |
| Megan Kate Neale | 2012 | 2009 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan ~ 2015 - Advanced Diploma of Financial Planning FNS60410 - Advanced Diploma (AQF 6) - Kaplan ~ 2017 - Self Managed Superannuation Funds - Other - Kaplan ~ 2022 - FPC008 - Investment Advice - Other - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Michael Schnabel | 1990 | 1997 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2013 - AMP & ICFS Specialist SMSF course - Other - The University of Adelaide ~ 2015 - Accredited Aged Care Professional - Other - Aged Care Steps |
| Nathan Foss | 1998 | 1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania ~ 2000 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA ~ 2003 - Certified Financial Planner (CFP®) - - Financial Planning Association of Australia (FPA) ~ 2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia ~ 2019 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2019 - SMSF - Advanced Diploma (AQF 6) - Kaplan |
| Odelia Marina D'silva | 1992 | 1984 - Bachelor of Commerce (Financial Accounting & Audit) - Bachelor Degree (AQF 7) - University of Bombay ~ 1985 - Bachelor of Law (General) - Bachelor Degree (AQF 7) - University of Bombay ~ 1993 - Master of Commerce - Masters Degree (AQF 9) - University of Bombay ~ 2000 - Graduate Diploma of Business Studies (Personal Financial Planning) - Graduate Diploma (AQF 8) - Massey University ~ 2012 - Diploma of Financial Services (Financial Planning FNS50804) - Diploma (AQF 5) - Pinnacle ~ 2019 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2025 - Accredited Listed Product Adviser - Other - Kaplan Professional |
| Olivia Grant | 2015 | 2013 - Diploma of Financial Planning (FNS50610) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Margin Lending - Other - Kaplan Professional ~ 2015 - BTF1010 - Commercial Law - Other - Monash University ~ 2015 - Bachelor of Business - Bachelor Degree (AQF 7) - Monash University ~ 2015 - Certified Financial Planner - Professional Designations - FPA ~ 2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Acrredited Aged Care Professional - Professional Designations - Aged Care Steps |
| Reece Mark Lewis | 2018 | 2014 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - QUT ~ 2020 - FPC002B-Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited ~ 2021 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan |
| Rick John Nicholson | 2001 | 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education ~ 2019 - 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 ~ 2023 - Superannuation and Retirement Advice - Other - Kaplan Professional |
| Robert Martin Wood | 2005 | 2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Sydney University ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan ~ 2011 - CFP - Certified Financial Planner - Professional Designations - Financial Advice Association Australia ~ 2012 - ASX Listed Products Accreditation Course - Other - LPAC Online ~ 2012 - Self Managed Superannuation Funds - Other - Kaplan |
| Rory James Mitchell | 2016 | 2000 - Bachelor of Business - Accounting - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2000 - Bachelor of Business - Accounting - Bachelor Degree (AQF 7) - Edith Cowan University, WA ~ 2010 - SMSF Specialist Advisor - Professional Designations - SMSF Association ~ 2016 - Diploma of Financial Planning (FNS50610) - Diploma (AQF 5) - Integrity Education Group ~ 2016 - Margin Lending - Other - Integrity Education Group ~ 2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2022 - FPC002B - Ethics and Professionalism in Fianncial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Rory James O'neill | 2022 | 2020 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of the Sunshine Coast ~ 2022 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Rosemary Mcphail | 0 | 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Sally Bell | 2009 | 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan ~ 2011 - Margin Lending and Geared Inv. - Other - Kaplan ~ 2014 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2016 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan ~ 2021 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Shane Griffin | 1997 | 1998 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA ~ 2000 - Certified Financial Planner - Professional Designations - FPA ~ 2003 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2006 - SMSF Specialist Advisor - Professional Designations - SPAA ~ 2021 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Stuart Gilchrist | 2006 | 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan ~ 2009 - SMSF - Other - eFinancial Essentials ~ 2010 - Margin Lending and Geared Inv - Other - Kaplan ~ 2015 - ALPA - Other - Kaplan |
| Timothy D'astoli | 2010 | 2005 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology, Sydney ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2015 - Cavendish & ICFS Specialist SMSF Course - Diploma (AQF 5) - The University of Adelaide ~ 2017 - Accredited Listed Product Adviser Program - Other - Kaplan Professional |
| Timothy James Manwaring | 2021 | 2017 - Bachelor of Applied Finance/Bachelor of Commerce - Professional Accounting - Bachelor Degree (AQF 7) - Macquarie University ~ 2020 - ALPA - Other - Kaplan ~ 2020 - FPC002B - Ethics and Professionalism in Fianncial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - SMSF - Other - SMSF Association ~ 2023 - CFP Certification Program - Professional Designations - Financial Advice Association Australia |
| Todd Francis Tudor-stack | 2017 | 2013 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of the Sunshine Coast ~ 2016 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2024 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2025 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Treanna Marlene Michlik | 2018 | 2017 - Diploma of Financial Planning FNS50615 - Diploma (AQF 5) - AAMC Training Group ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |