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;
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;
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
provide the following custodial or depository services:
operate custodial or depository services other than investor directed portfolio services;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Aaron John Steer | 2009 | Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Cavendish & ICFS Specialist SMSF Course - Cavendish ~ Diploma of Financial Services (Financial Planning) - Kaplan |
| Aaron Troy Mccracken | 1988 | 928 Margin Lending - Kaplan ~ Bachelor of Business (Major in Accounting and Finance) - Edith Cowan University ~ Diploma of Financial Planning (FNS50611) - International Institute of Technology ~ Diploma of Financial Planning - Financial Planning Association of Australia |
| Adam Harkness | 2004 | ALPA - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Adam Pearsall | 2007 | Bachelor of Commerce (Accounting) - University of Wollongong ~ CFP - Financial Planning Association ~ Grad Diploma of Applied Finance & GDAF Major in Financial Planning - Kaplan ~ Graduate Certificate in Financial Planning - Finsia ~ SMSF - Kaplan |
| Adrian Matthew Portia | 2007 | Bachelor of Business - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Aileen Maree Jones | 2013 | Advanced Diploma of Financial Planning - Mentor ~ Diploma of Financial Services (Financial Planning) - Mentor ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF - Kaplan |
| Aime Denise Berg | 2013 | Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Commerce - Deakin University |
| Alec James Willing | 2018 | Bachelor of Business - Finance - University of Tasmania ~ Diploma of Financial Planning - Kaplan Professional ~ FPC008 Investment Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Alexander Nakonechnyy | 2016 | Bachelor of Finance - La Trobe University ~ Bachelor of Finance - La Trobe University ~ Diploma of Financial Planning - Kaplan ~ SMSF - Mentor Education |
| Alexander Winter | 2013 | ALPA - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce (Finance and Economics) - University of Southern Queensland ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Self-Managed Superannuation Funds - Kaplan |
| Alka Kalasabail | 2018 | ALPA - Kaplan ~ Bachelor of Applied Finance/Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning (FNS50615) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ TASACLv2 Commercial Law - Kaplan |
| Amanda Hasib | 2006 | ASX Accredited Listed Products Adviser - Kaplan ~ Applied Self-Managed Super Fund Advice - Tower Trust ~ Bachelor of Applied Finance - Macquarie University ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending and Geared Investments - Kaplan |
| Amber Kate Simpson | 2016 | Advanced Diploma of Financial Planning - Kaplan ~ CFP Certification Program - Financial Advice Association Australia ~ Graduate Certificate in Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan |
| Andrew Conlan | 1999 | Bachelor of Business - Ballarat College of Advanced Education ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - FPA ~ Master of Applied Finance - The University of Melbourne ~ SMSF - Kaplan |
| Andrew Fenton | 2013 | Cavendish & ICFS Specialist SMSF Course - University of Adelaide ~ Diploma of Financial Markets - Securities Institute ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Finsia ~ Master of Applied Finance - Kaplan |
| Andrew Peter Jones | 2002 | Bachelor of Business (Accounting) - Deakin University ~ Diploma of Financial Planning (DFP 1- 4) - Securities/Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF Specialist Advisor - SMSF Association |
| Ann Louise Thompson | 2006 | ASX Listed Products Accredited Course - LPAC Online ~ Accredited Aged Care Professional - Aged Care Seps ~ Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning - Kaplan Professional Education ~ SMSF - Kaplan |
| Anthony Beaumont Davison | 2007 | Bachelor of Business - University of Newcastle ~ Diploma of Financial Planning FNS 50610 - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Masters of Business Administration - Macquarie Graduate School of Management ~ SMSF - Kaplan |
| Anthony Gerard Menico | 1995 | Diploma of Financial Planning - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan |
| Anthony Marc Gleeson | 2000 | Bachelor of Business - University of Technology Sydney ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education |
| Anthony Newton | 1995 | Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Bachelor of Commerce - The Australian National University ~ Diploma of Financial Planning - Royal Melbourne Institute of Technology (RMIT) ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ SMSF Specialist Pathway Program - Kaplan Professional Education |
| Anthony Ragonese | 2018 | Accredited Aged Care Professional - Aged Care Steps ~ Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce - University of Wollongong ~ Diploma of Financial Planning - Kaplan Professional |
| Ashley Robert Britton | 2006 | Advanced Diploma of Financial Services (Financial Planning FNS60404) - Kaplan ~ Bachelor of Economics - University of Western Sydney ~ Diploma of Financial Services (Financial Planning FNS50804) - Kaplan ~ Margin Lending - Kaplan |
| Barie Barolli | 1997 | Diploma of Financial Planning - Financial Planning Association of Australia |
| Ben Parnell | 2016 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Arts (Business Economics) - Honours - University of Exeter England ~ Diploma of Financial Planning - Kaplan Professional ~ Securities and Managed Investments - Kaplan Professional |
| Breeanna Lee Walsh | 0 | Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
| Brendan Hayes | 2004 | Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education |
| Brent Terrence Hopping | 2015 | Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Applied Finance - Kaplan ~ TASA and the TPB Code of Professional Conduct - Kaplan |
| Brett Cribb | 2010 | Bachelor of Engineering - University of Queensland ~ Diploma of Financial Planning - Deakin University ~ Equities - Integratec ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Super Funds - Tribeca |
| Brett Mcpherson | 2009 | Bachelor of Commerce - Flinders University of South Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Bridget Lucy Ambrose | 2011 | ALPA - Kaplan ~ Bachelor of Applied Finance - University of South Australia ~ Margin Lending and Geared Investments - Kaplan ~ SMSF - Kaplan |
| Bronson Lee Hills | 2018 | Diploma of Financial Planning FNS50615 - KAPLAN ~ Financial Planning Fundamentals - Deakin University ~ Graduate Diploma of Financial Planning - Deakin University ~ SMSF Specialist Advisor - SMSF Association |
| Bruce John Gardner | 2002 | Bachelor of Business Public Administration - Queensland University of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
| Cara Maree Hall | 2015 | Bachelor of Business (Accounting) - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending - Integrity Education ~ SMSF Strategies Intensive Borrowing Course - SMSF Training |
| Carla Mcguire | 0 | FPC008 - Investment Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
| Caroline Marie Hood | 2018 | Bachelor of Business - Dublin City University (DCU) ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Finance - Macquarie University |
| Celena Marie Music | 2022 | Bachelor of Business - Griffith University ~ Bachelor of Commerce - Griffith University ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending Specialist - Kaplan |
| Chanthy Oeur | 2006 | Bachelor of Commerce - Deakin University ~ Certificate of Superannuation Management - ASFA ~ Certified Financial Planner (CFP) - FPA ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Cheryl Marilyn Rossiter | 2002 | Diploma of Financial Planning - FPA ~ Diploma of Financial Planning - International Institute of Technology ~ Ethics and professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan |
| Chih Leong Tang | 2016 | ALPA - Kaplan ~ Bachelor of Commerce - The Australian National University ~ Diploma of Financial Planning - IIT - International Institute of Technology ~ Master of Financial Management - The Australian National University ~ RG146 Tier 1 Specialist Margin Lending Course - IIT - International Institute of Technology |
| Christine Watson | 2023 | Commercial Law - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ FPC006 - Tax and commercial law of financial planning - Kaplan ~ FPC008 - Investment Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
| Christopher Fitzgerald | 2014 | Advanced Diploma of Financial Plannning FNS60415 - Kaplan Australia ~ Bachelor Commerce (Accounting) - University of New South Wales ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending - Kaplan |
| Christopher James Fallico | 2010 | Bachelor of Business (Economics & Finance) - University of Western Sydney ~ Bachelor of Business - University of Western Sydney ~ Certified Financial Planner - FPA ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Finisia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Finsia ~ Margin Lending - Kaplan ~ SMSF - SMSF Association |
| Christopher Mcrae | 2023 | Bachelor of Commerce (Economics & Finance) - Macquarie University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ FPC008 - Investment Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
| Christopher Shiels | 2006 | ALPA - Kaplan ~ Advanced Diploma of Financial Planning - Tribeca ~ Bachelor of Business - Queensland University of Technology ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan |
| Christopher Vlahos | 2022 | Advanced Diploma of Financial Planning (FNS60415) - Kaplan ~ Bachelor of Commerce (Marketing and Finance) - University of Sydney ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ SuperConcepts & ICFS Specialist SMSF course - SuperConcepts & The University of Adelaide |
| Craig Matthews | 2002 | Diploma Financial Services (Financial Planning) - Kaplan Australia |
| Curtis David | 2008 | Diploma of Financial Services (Financial Planning) - Tribeca |
| Damian Ivan Christou | 2006 | Accredited Listed Product Adviser Program (ALPA) - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF - Kaplan |
| Daniel Christie Anderson | 2017 | Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Business (Management) - University of Queensland ~ Diploma of Financial Planning - Integrity Education Group ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Super Funds - Integrity Education Group |
| Daniel Frederick Clarke | 2018 | 7232AFE Investments - Griffith University ~ Behavioural Finance and Wealth Mgt - Griffith University ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Griffith University ~ TASACLv2 Commercial Law - Kaplan Professional |
| Daniel Joseph Shine | 2008 | Bachelor of Commerce - Bond University ~ Bachelor of Laws - Bond University ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan ~ Graduate Diploma of Chartered Accounting - Institute of Chartered Accountants in Australia ~ Tier 1 Margin Lending - Personal Advice - Kaplan |
| Daniel Molesworth | 2002 | ALPA - Kaplan ~ Bachelor of Finance - University of Newcastle ~ CFP 1-4 & CFPC - FPA ~ Diploma in Law - Legal Practitioners Admission Board ~ Diploma of Financial Planning - Deakin University |
| Daniel Robert Richards | 2010 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce - University of Tasmania ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Daniel Stephen Mcmahon | 2005 | ASX Listed Products Accreditation Course - Savings Factory ~ Degree in Education - Underdale - Uni SA ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Daniella Mascarello | 2018 | Bachelor of Economics - University of Sydney ~ Graduate Diploma of Financial Planning - Finsia ~ Margin Lending - Financial Education Professionals |
| Darren Leonard Skinner | 2000 | Advanced Diploma of Financial Services - ThreeSixty (GWM Adviser Services) |
| David Ian Gibson | 2003 | Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan |
| David Ian Southwood | 1996 | Certified Financial Planner - Financial Advice Association of Australia ~ Diploma of Financial Planning - Financial Planning Association ~ FPC001B Economic & Legal Financial Planning - Kaplan ~ FPC006 Taxation for Financial Planning - Kaplan |
| David John Lannen | 1988 | Diploma of Financial Planning - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Pinnacle |
| David Lunn | 2000 | B. Eng (Elec) Hons - University of Technology, Sydney ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Securities Institute ~ MBA (Sub Fin) - University of Technology, Sydney ~ SMSF Specialist Advisor - SPAA |
| David Nicholas Macnaught | 1993 | Bachelor of Business (Accountancy) - Queensland University of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Donovan Joseph Wilson | 2018 | Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce (Economics, Legal Studies) - University of Kwazulu-Natal, South Africa ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Postgraduate Diploma in Financial Planning - University of the Free State, South Africa |
| Douglas Robert Scriven | 2008 | Diploma of Financial Services (FNS50804 Financial Planning) - AAMC Training Group |
| Ebony Bridget Lynch | 2012 | ALPA - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) FNS 60404 - Kaplan ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Financial Planning - Kaplan Australia |
| Edward Marshall Paterson | 2002 | Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Economics - La Trobe University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Foundation DFP (Diploma of Financial Planning) - FPA ~ Graduate Diploma in Applied Finance and Investment - Securities Institute of Australia |
| Edward Shilland | 2013 | Bachelor of Commerce - Macquarie University ~ Certified Financial Planner - Financial Planning Association of Australia ~ FN111 - Financial Markets and Economic Principles - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Self-Managed Superannuation Funds - Kaplan |
| Gareth Colgan | 2007 | Advanced Diploma of Financial Services and ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Tribeca ~ Margin Lending and Geared Investments - Kaplan ~ SMSF - Kaplan |
| Gareth Hall | 1990 | Diploma of Finance and Mortgage Broking Management - Institute of Strategic Management ~ Diploma of Financial Planning - Financial Planning Association ~ Ethics for Financial Services - Deakin University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Garifalia Makrangelos | 2019 | Accredited Listed Product Adviser Program - Kaplan ~ Diploma of Financial Advising - 90106NSW - FINSIA ~ Diploma of Financial Services (Superannuation) (FNB50903) - ASFA ~ Master of Business Administration - Deakin University ~ Two Day Accredited Residential Aged Care Workshop - Aged Care Gurus |
| Gary Christopher Marsh | 2003 | Bachelor of Business (Economics) - University of Southern Queensland ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Securities Institute of Australia ~ Masters of Accounting - Macquarie University ~ Masters of Business Administration - Macquarie Graduate School of Management |
| Glenn Edward Graham Dibley | 2008 | ALPA - Kaplan ~ Advanced Diploma of financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ SMSF - Kaplan |
| Grant Donald Howe | 2001 | Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Securities - Kaplan ~ Self Managed Superannuation Fund - Kaplan |
| Greg Anthony Cail | 2010 | Diploma of Financial Services (Financial Planning) - RG146 Training Australia / Mentor Education |
| Gregory James Cook | 1992 | Diploma of Financial Planning - Financial Planning Association of Australia |
| Gregory William Vock | 2004 | Advanced Diploma of Financial Services (Financial Planning) - TRIBECA ~ Diploma of Financial Services (Financial Planning) - TRIBECA ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
| Harold Bernard Braakhuis | 2010 | Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism - Deakin Business School ~ Graduate Diploma of Financial Planning - Deakin University ~ Professional Certificate SMSF - Adelaide University |
| Hayden James Kerdel | 2013 | Bachelor of Commerce - Majoring in Sport Management and Finance - Deakin University ~ Certified Financial Planner Program - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Hayden James Ross | 2008 | Bachelor of Business - Griffith University ~ Certified Financial Planner - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Financial Services Institute of Australasia (FINSIA) ~ SMSF - Kaplan |
| Iain Scott Merson Reid | 2007 | Bachelor of Commerce (Accounting) - University of New South Wales ~ Bachelor of Laws - University of New South Wales ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF - SMSF Association |
| Jackie Anne Austin | 2012 | Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Certificate IV in Finance and Mortgage Broking - The National Finance Institute ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd |
| Jacky NG | 2014 | Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce in Accounting and Finance - UNSW ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Monarch Institute ~ Master of Finance - University of New South Wales |
| Jaklyn Kobie Stephan | 2018 | Diploma of Financial Planning (FNS50615) - Monarch Institute ~ Margin Lending Specialist - Kaplan |
| James Bernard Marshall | 2016 | Bachelor of Business - Queensland University of Technology ~ Certified Financial Planner - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending Accreditation - Financial Essentials ~ Master of Applied Finance - Charles Stuart University |
| Jamie Christopher Hynds | 1998 | Aged Care - Kaplan ~ CFP - FPA ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Jamie Edward Martin Luxton | 1995 | Diploma of Financial Planning - Financial Planning Association |
| Jason Dean Leddin | 2010 | Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Diploma of Financial Services(Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Pinnacle |
| Jason Ingold | 2007 | Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Commerce - Bachelor of Commerce ~ Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Jenny Moskvin | 0 | Graduate Diploma of Financial Planning - Charles Sturt University ~ Master of Applied Finance - Charles Sturt University |
| Jeremy Boller | 2004 | Diploma of Financial Services (Financial Planning) - Kaplan ~ Estate Planning - Kaplan |
| Jessica Mary Biddle | 2023 | Ethics and Professionalism in Financial Advice - Kaplan ~ FPE016 - Self Managed Superannuation Funds - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan |
| Jing Bao | 2017 | Bachelor of Commerce in Accounting - University of New South Wales ~ Diploma of Financial Planning - Monarch Institute ~ Financial Planning Skills - Griffith University ~ Master of Commerce in International Finance - University of New South Wales |
| Joanna Moss | 2016 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Economic & Social Studies (Business & Management) - Abersytwyth University (Wales) ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - Kaplan Professional |
| Joanne Mary Alice Tuck | 2000 | Diploma of Financial Planning - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan |
| Joel Kevin Edelman | 2010 | Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Technology - Wits University South Africa ~ Certificate IV Mortgage Broking - Kaplan ~ Certified Financial Planner - Financial Planning Association ~ Master of Business Administration - Bond University |
| John Bradley Hollyman | 2001 | Bachelor of Business - UTS ~ Certified Financial Planner - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan |
| John Goldie | 2003 | Certified Financial Planner (CFP) - FPA ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan |
| John Hillman Hornbrook | 1989 | Bachelor of Commerce (Accounting and Finance) - University of New South Wales ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ PROFESSIONAL YEAR - Institute of Chartered Accountants Australia |
| Jonathan Graham Macleod | 2010 | ASX Accredited Listed Products Adviser - Kaplan Professional Education ~ Bachelor of Commerce - Otago University NZ ~ Chartered Accountant Program - Institute of Chartered Accountants Australia ~ Graduate Diploma of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Jonathan Kilborn | 1997 | Bachelor of Business - University of Technology Sydney (UTS) ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan |
| Jonathon Richard Tainsh | 2008 | ALPA - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Accounting (Professional) - Macquarie University |
| Joseph Yew Tong Hoe | 2000 | Bachelor of Commerce - University of Western Australia ~ Diploma of Financial Services (Financial Planning FNS50804) - Pinnacle ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending - Kaplan ~ Master of Taxation - Curtin University |
| Joshua Ellison | 2016 | Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce (Finance and Financial Planning) - University of Wollongong |
| Joshua Janssen | 2018 | ALPA - Kaplan ~ Advanced Diploma of Financial Planning (FNS60415) - Kaplan ~ Diploma of Financial Planning (FNS50615) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
| Julian Chan | 0 | FPC008 - Investment Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
| Justin Hunter Mcmillan | 2004 | ALPA - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Economics - Murdoch University ~ Diploma of Financial Planning - Kaplan ~ SMSF - Kaplan |
| Katherine Cairns | 2014 | Advanced Diploma of Financial Planning - Mentor Education ~ Aged Care Advice Steps (Accreditation Workshop) - Aged Care Steps ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Securities and Managed Investments Course - Kaplan Professional |
| Kathryn Phyllis Anne Orman | 1987 | Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan |
| Kebihetswe Tracey Lee | 2015 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Banking and Finance) - Curtin University ~ Commercial Law - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Tax for Financial Advising - Kaplan Professional |
| Keith Gleeson | 1997 | Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce (Economics) - Macquarie University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ SuperConcepts & ICFS Specialist SMSF Course - The University of Adelaide |
| Kelli Hooper | 2006 | Diploma of Financial Services (Financial Planning) - Tribeca ~ FPE016 - Self Managed Superannuation Funds - Kaplan |
| Kellie Jane Dhu | 2010 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Kevin Feaver | 2012 | Diploma of Financial Planning - Financial Planning Association (FPA) ~ Margin Lending - MLC ThreeSixty |
| Kieren James | 2003 | Bachelor of Commerce in Banking & Finance - University of Canberra ~ Certified Financial Planner - Financial Advice Association Australia ~ Graduate Diploma in Financial Planning - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Professional ~ SMSF - SuperConcepts |
| Leah Jane Keelan | 2023 | Advanced Diploma of Financial Planning (FNS60410) - Mentor Education ~ Diploma of Financial Services (Financial Planning FNS50804) - Kaplan ~ Master of Financial Planning - Griffith University ~ SuperConcepts & ICFS Specialist SMSF course - The University of Adelaide |
| Leslie Charles Mcguire | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Mortgage & Finance Association of Australia (MFAA) ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Master of Business Administration - Australian Institute of Financial Studies Pty Ltd |
| Lisa Maree Mcpherson | 1999 | Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending & Geared Investments - Kaplan ~ Master of Financial Planning - University of Sunshine Coast ~ Self Managed Super Funds - Kaplan |
| Luke John Murnane | 0 | Bachelor of Business - Southern Cross University ~ Diploma of Financial Services (FNS50804 Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Applied Finance and Investment - FINSIA |
| Lynette Margaret Heaysman | 1997 | Graduate Diploma of Applied Finance - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Master of Applied Finance - Kaplan |
| Lynnette Maree Ross | 1995 | Diploma of Financial Planning - Financial Planning Association (FPA) ~ Margin Lending and Geared Investments - Kaplan |
| Maree Barry | 2001 | Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Mark Abfalter | 2001 | ALPA - Kaplan ~ Certified Financial Planner (CFP) - Deakin University ~ Diploma of Financial Advising - Securities Institute of Australia ~ SMSF - Mentor Education |
| Mark Chan | 2001 | Bachelor of Commerce (Hospitality Management and Marketing) - University of New South Wales ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - Kaplan ~ Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy |
| Mark Ian Giles | 1988 | Diploma of Financial Planning - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Certificate in Commerce (Financial Planning) - University of Western Sydney ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Mark Johnson | 2015 | ALPA - Kaplan ~ Bachelor of Business (Bbus) - University of Technology, Sydney ~ Diploma of Financial Planning(FNS50610) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
| Mark Lynton Bowles | 2001 | Accredited Listed Product Adviser - Kaplan Professional Education ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ SMSF - Kaplan Professional Education |
| Matthew Charles Tuohey | 1998 | Bachelor of Business(Accounting, Human Resources) - La Trobe University ~ Diploma of Financial Planning - FPA ~ SMSF - FirstTech |
| Matthew Edward Kaye | 2013 | Diploma of Financial Planning (FNS50611) - Intellitrain ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Matthew James Landon | 2018 | Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Commerce - Accountancy - University of Wollongong ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending Specialist - Kaplan ~ Master of Financial Planning - University of NSW |
| Matthew John Clingeleffer | 1999 | Cert IV in Finance & Mortgage Broking - Kaplan ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Planning - International Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF - FirstTech |
| Matthew John Middleton | 2015 | Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan |
| Matthew Stephen Lane | 2003 | Bachelor of Business (Banking and Finance) - Queensland Univeristy of Technology ~ Certified Financial Planner - Financial Planning Association of Australia ~ Masters of Financial Planning - Griffith University |
| Max Hogan | 2015 | Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending Specialist - Kaplan |
| Megan Kate Neale | 2012 | Advanced Diploma of Financial Planning FNS60410 - Kaplan ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan ~ FPC008 - Investment Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Megan Rebecca Kelly | 2016 | Bachelor of Business - Queensland University of Technology ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF Specialist Advisor - SMSF Association ~ Tier 1 Margin Lending - Kaplan |
| Michael Andrew Brown | 1991 | Diploma of Financial Planning - FPA ~ LPAC - ASX ~ SMSF - Tribeca |
| Michael Dean Scaffidi | 2015 | ALPA - Kaplan ~ Advanced Diploma of Financial Planning (FNS60410) - Kaplan ~ Bachelor of Commerce - University of Western Australia ~ Bachelor of Economics - University of Western Australia ~ Diploma of Financial Planning (FNS50611) - Kaplan |
| Michael Simon Patrick Dawson | 1995 | Bachelor of Business - Deakin University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Graduate Diploma of Applied Finance - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan |
| Michelle Schembri | 2008 | Advanced Diploma of Financial Planning (FNS60410) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning FNS50804) - Kaplan Professional |
| Mitchell Paul Hood | 2006 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Margin Lending and Geared Investments - Kaplan |
| Mitchell Robert Gallina | 2011 | ALPA - Kaplan ~ Bachelor of Commerce (Financial Planning & Marketing) - University of Wollongong ~ Certificate IV Financial Services (Finance/Mortgage Broking) - GWM Adviser Services/Advice Education ~ Ethics in Financial Planning - UTS ~ SuperConcepts & ICFS Specialist SMSF course - Super Concepts |
| Mitesh Patel | 2013 | ALPA - Kaplan ~ Bachelor of Commerce - The Australian National University ~ Diploma of Financial Planning - International Institute of Technology ~ Margin Lending - IIT ~ Masters of Applied Finance - Kaplan |
| Nadezhda Friend | 0 | Bachelor of Business (Accounting) - Kaplan ~ Graduate Diploma of Financial Planning - TAFE NSW |
| Nathan Foss | 1998 | Bachelor of Commerce - University of Tasmania ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP®) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University, FPA ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF - Kaplan |
| Nathan Joshua Bosman | 2016 | Diploma of Financial Planning - International Institute of Technology |
| Neil Macdonald | 1996 | Advanced Investments Planning, Retirement Planning, Contingency Planning, Tax Strategies - FPA ~ Bachelor of Economics - University of Queensland ~ Entry Level Competencies for Financial Services Professionals - Integratec ~ Insurance - general, life and broking - Kaplan ~ Risk Management and Insurance Planning (DFP2) - National Mutual |
| Neil Paul Younger | 2018 | Bachelor of Commerce - Griffith University ~ Diploma of Financial Planning - FPA |
| Nicholas Gahan | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Master of Financial Planning - Kaplan ~ Self-Managed Superannuation Funds - Kaplan |
| Nicholas James Owen Lloyd | 2007 | Bachelor of Commerce & Chemical Engineering (Honours) - University of Sydney ~ Diploma of Financial Services (FNB50099) - Australian Financial Markets Association ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Fund Adviser Education Program - Financial Essentials |
| Nicholas Nathan Burke | 2006 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce - University of Tasmania ~ Diploma of Financial Services (Financial Planning) - AMP Financial Services ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Nicholas Wilson | 2023 | FPC008 - Investment Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
| Odelia Marina D'silva | 1992 | Bachelor of Commerce (Financial Accounting & Audit) - University of Bombay (India) ~ Bachelor of Law (General) - University of Bombay ~ Diploma of Financial Services (Financial Planning FNS50804) - Pinnacle ~ Graduate Diploma of Business Studies (Personal Financial Planning) - Massey University ~ Master of Commerce - University of Bombay |
| Patricia Soares Garcia | 2012 | Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Biotechnology (Drug Design & Development) - University of Queensland ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending - Kaplan |
| Paul Darren Turner | 2008 | Advanced Diploma of Financial Services (Financial Planning FNS60404) - Kaplan ~ Diploma of Financial Services(Financial Planning FNS50804) - AAMC Training Group ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Certificate of Business (Marketing) - Edith Cowan University ~ Graduate Diploma of Financial Planning - Kaplan |
| Paul Hatzigeorgiadis | 2000 | ALPA - Kaplan ~ Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Paul Owen Dobbrick | 2000 | ALPA - Kaplan ~ Advanced Diploma of Financial Planning - Deakin University ~ Cavendish & ICFS specialist SMSF course - University of Adelaide ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
| Peter Andrew Richards | 1990 | Bachelor of Engineering - University of Adelaide ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma in Applied Finance and Investment - The Securities Institute of Australia ~ Master of Financial Planning - Griffith University |
| Peter John Beauchamp | 1998 | Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ FPC008 - Investment Advice - Kaplan |
| Peter John O'callaghan | 1995 | Cavendish & ICFS Specialist SMSF Course - University of Adelaide ~ Diploma of Business, Marketing, Management - Dreamtime Training ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Master of Financial Services Law - Macquarie University |
| Phillip Geoffrey Dibben | 2012 | ASX Accredited Listed Product Adviser (ALPA) Program - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ FNS50804 Diploma of Financial Services (Financial Planning) - Pinnacle ~ Master of Financial Planning - Kaplan ~ SMSF Lending Accreditation - Kaplan |
| Rachel Steigenberger | 2015 | Bachelor of Business (Marketing) - Queensland University of Technology ~ Diploma of Financial Planning (FNS50611) - International Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan ~ FPC006 Taxation for Financial Planning - Kaplan ~ FPC008 Investment Advice - Kaplan |
| Reece Mark Lewis | 2018 | Bachelor of Business (Management) - QUT ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan |
| Richard Moule | 2015 | Advanced Dipolma of Financial Services (Financial Planning) - Pinnacle ~ Bachelor of Financial Services - University of New England ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Robert Chertok | 2017 | Advanced Diploma of Financial Planning - Integrity Education Group ~ Bachelor of Commerce - Macquarie University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master Of Financial Planning - Deakin University |
| Robert James Jowett | 2000 | Bachelor of Engineering - The University of Manchester ~ Diploma of Financial Planning - FPA |
| Robert Martin Wood | 2005 | ASX Listed Products Accreditation Course - LPAC Online ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Commerce - Sydney University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Ryan Mark Mccormac | 2008 | Diploma of Financial Services (Financial Planning) - RG146 - Kaplan Professional |
| Ryan Paul Dobbrick | 2007 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce - University of Queensland ~ Bachelor of Science (Computer Science) - University of Queensland ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Sally Bell | 2009 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Inv. - Kaplan ~ Master of Applied Finance - Kaplan |
| Sara Caggiano | 2006 | Accredted Listed Product Adviser Program - Kaplan ~ Bachelor of Commerce (Banking & Finance) - University of Canberra ~ Bachelor of Science (Investment Mathermatics) - University of Canberra ~ Graduate Diploma of Financial Planning - FINSIA ~ Margin Lending & Geared Investments - Kaplan |
| Scott James Dawkins | 2005 | Bachelor of Commerce - The University of Adelaide ~ Bachelor of Finance - The University of Adelaide ~ Diploma of Financial Services (Financial Planning (FNS50804) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Scott Martin Oudendyk-slor | 2023 | Bachelor of Business Administration (Economics) - University of West Georgia ~ Ethics and Professionalism - Griffith University ~ Income Tax Law & Applied Tax - Griffith University ~ Master of Financial Planning - Griffith University ~ Principles of Business and Corporations Law - Griffith University |
| Scott Moses | 2003 | ASX Accredited Listed product Adviser - FINSIA ~ Diploma of Financial Planning - FPA ~ SMSF Adviser Course - Tribeca |
| Sean Geoffrey Clingeleffer | 2013 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Financial Planning) - RMIT University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Tier1: (928) Margin Lending - Kaplan Professional |
| Sharon Lee Ferguson | 2001 | Accredited Aged Care Professional - Aged Care Steps ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ SMSF - Financial Essentials |
| Shereen Churchill | 2007 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce - University of Newcastle ~ Certified Financial Planner - Financial Planning Association Of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Financial Essentials |
| Simon Podesta | 2009 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Accounting and Financial Planning) - Curtin University ~ Essential Steps for Aged Care - Aged Care Steps ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Simone Richardson | 2003 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Arts in Humanities - Griffith University ~ Diploma of Financial Planning - Independant Centre of Financial Training ~ Diploma of Financial Services (Finance/Mortgage Broking Management FNS50504) - AAMC Training Group ~ Margin Lending and Geared Investments - Kaplan |
| Stefanie Doriguzzi | 2005 | Bachelor of Science - University of Sydney ~ Graduate Diploma in Financial Planning - Securities Institute ~ SMSF - SMSF Association |
| Stephen Grabowski | 2002 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services - Kaplan ~ Diploma of Financial Services - The Commonwealth Bank of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Certificate in Applied Finance - Kaplan |
| Stephen Patrick Nicholas | 2006 | ASX Accredited Listed Product Adviser - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma in Applied Finance and Investment - Securities Institute of Australia ~ Graduate Diploma in Financial Planning - Securities Institute of Australia ~ Self Managed Superannuation Funds - Kaplan |
| Steven Brent Hutton | 2003 | DFP1 - Introduction to Financial Planning - FPA ~ DFP2 - Risk Management and Insurance Planning - FPA ~ DFP3Z - Investment Planning - FPA ~ DFP4 - Retirement Planning - FPA |
| Steven Thomas Wright | 1997 | CFP - FPA ~ Diploma of Financial Planning - FPA ~ Graduate Certificate in Financial Planning - Charles Sturt University |
| Stuart Graeme Mckenzie | 2004 | Bachelor of Business (Accounting) - RMIT ~ CFP Program - FPA ~ Diploma of Finance and Mortgage Broking Management - Kaplan ~ Graduate Diploma in Financial Planning - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan |
| Terry Rhodes | 2003 | Advanced Strategies for Self Managed Superannuation - GWM Adviser Services/Three Sixty ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Diploma of Financial Planning - International Institute of Technology ~ Master of Business Administration - University of New South Wales |
| Thomas Oliver Mcdonald | 2011 | ALPA - Kaplan ~ Bachelor of Commerce with Bachelor of Laws - The Australian National University ~ Certified Financial Planner (CFP) - FPA ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Timothy Alan Lane | 2008 | Bachelor of Commerce - University of Tasmania ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Investment Planning 1 (DFP3) - Kaplan ~ Life Insurance Adviser (Personal Advice) - Mentor Education ~ Margin Lending and Geared Inv. - Kaplan |
| Timothy Foster | 1996 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ SMSF - Kaplan |
| Timothy Gabriel Croke | 2008 | ALPA - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Timothy Gary Easton | 2003 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ FPC008 - Investment Advice - Kaplan ~ Margin Lending & Geared Investments - Kaplan |
| Timothy James Manwaring | 2021 | ALPA - Kaplan ~ Bachelor of Applied Finance/Bachelor of Commerce - Professional Accounting - Macquarie University ~ CFP Certification Program - Financial Advice Association Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF - SMSF Association |
| Timothy Patrick Brown | 2012 | Bachelor of Commerce majoring in Accounting, Finance & Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Tobias Geoffrey Webb | 2007 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ FPC008 - Investment Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending Specialist - Kaplan |
| Toby James Winten | 2000 | ALPA - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Master of Financial Planning - Kaplan ~ SMSF Specialist Advisor - SPAA |
| Trina Lynn Dooley | 2003 | Bachelor of Commerce (Banking & Finance) - University of Canberra ~ CFP - Financial Planning Association ~ Diploma of Financial Planning - FPA ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Tribeca |
| Tristan Ernest Godfrey | 2003 | ASX Listed Products Accreditation Course - LPAC Online ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner - FAAA ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Troy Shannon Davey | 1997 | Diploma of Financial Planning - Financial Planning Association (FPA) |
| Tyson Frank Heinrich | 2009 | Advanced Diploma of Financial Planning - Holmesglen Institute ~ Cavendish & ICFS Specialist SMSF Course - Cavendish ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan |
| Victor Parker | 2010 | Advanced Diploma of Financial Planning - Pinnacle Financial Services ~ Bachelor of Business Management - University of Queensland ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Wayne Leggett | 1979 | Certified Financial Planner - FPA ~ DFP 1- 6 - FPA ~ DFP 8 - FPA |
| William Lyons | 2016 | Advanced Diploma of Financial Planning (FNS60415) - Kaplan ~ Diploma of Financial Planning - Kaplan |
| Wilton Kwan Yun Wong | 2004 | Advanced Diploma in Financial Services (Financial Planning) FNS60404 - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ FPC008 - Investment Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Master of Financial Planning - Kaplan |
| YI Cai | 2018 | Bachelor of Finance - The Australian National University ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
| Yogita Patel | 2015 | Advanced Diploma of Financial Planning (FNS60410) - Mentor ~ Bachelor of Arts (Financial Services) - London Guildhall University ~ Diploma of Financial Planning (FNS50611) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending - Kaplan |
| Yulia Vrany | 2018 | Bachelor of Business Studies - Charles Sturt University ~ Diploma of Business - Martin College ~ Diploma of Financial Planning - Monarch Institute ~ Margin Lending Specialist - Kaplan Professional |
| Zvi Teichtahl | 2006 | ASX Acredited Listed Products Adviser (ALPA) Program - Kaplan ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending and Geared Inv. - Kaplan ~ Master of Commerce (Financial Planning) - University of Western Sydney |