Download this database for offline use

Fortnum Private Wealth ltd

AFS License Number
357306
Name
Fortnum Private Wealth ltd
ABN/ACN/ARBN
54139889535
Licensee issued
Nov. 1, 2010
Address
Sydney, 2000, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products 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.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Aaron John Steer2009Accredited 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 Mccracken1988928 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 Alexander Wade2007ALPA - Kaplan ~ Advanced Diploma - Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Adam Harkness2004ALPA - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Adam Pearsall2007Bachelor 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 Trinchera2016Bachelor of Commerce (Majoring in Financial Planning and Finance) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Aileen Maree Jones2013Advanced Diploma of Financial Planning - Mentor ~ Diploma of Financial Services (Financial Planning) - Mentor ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF - Kaplan
 Alexander Nakonechnyy2016Bachelor of Finance - La Trobe University ~ Bachelor of Finance - La Trobe University ~ Diploma of Financial Planning - Kaplan ~ SMSF - Mentor Education
 Alexander Winter2013ALPA - 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
 Alissia Maree Denly2018Advanced Diploma of Financial Services (FNS60404) - Kaplan ~ Diploma of Financial Services (FNS50804) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan
 Andrew Conlan1999Bachelor 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 David Deuis2017Bachelor of Business (Accountancy) - Queensland University of Technology ~ Diploma of Finance and Mortgage Broking Management - Kaplan ~ Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Tier 1 Margin Lending - Personal Advice - Kaplan Education Pty Ltd
 Andrew Fenton2013Cavendish & 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 Ledingham2010Advanced Diploma - Financial Planning - Threesixty ~ Diploma Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma - Applied Finance - Kaplan Professional FINSIA ~ Master of Financial Planning - Kaplan
 Andrew Peter Jones2002Bachelor 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 Thompson2006ASX 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 Gerard Menico1995Diploma of Financial Planning - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan
 Anthony James Gleeson1989Bachelor of Commerce - University College Dublin ~ Diploma of Financial Planning - FPA ~ Margin Lending and Geared Investments - Kaplan ~ SMSF - Kaplan ~ Specialist in Financial Planning - CPA Australia
 Anthony John Nicol1998Bachelor of Economics - Sydney University ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Education - Sydney Teachers College ~ SMSF - Kaplan
 Anthony Marc Gleeson2000Bachelor of Business - University of Technology Sydney ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Anthony Newton1995Accredited 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
 Ashk Mani2014Accredited Listed Product Adviser - Kaplan Professional ~ Diploma of Financial Planning - International Institute of Technology ~ Margin Lending - Integrity ~ Masters (Applied Finance) - Macquarie University ~ SMSF program - Kaplan Professional
 Ashleigh Swayn1999Bachelor of Economics - Macquarie University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Securities Institute of Australia ~ Margin Lending and Geared Inv. - Kaplan ~ Master of Business Administration - Macquarie University
 Ashley Robert Britton2006Advanced 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
 Ben Parnell2016Advanced 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
 Benjamin Mcdonald Semple2006Accredited Listed Product Adviser Program - Kaplan Education Pty Ltd ~ Bachelor Agricultural Economics - UNE ~ Diploma Financial Planning - Kaplan ~ SMSF - Kaplan
 Benjamin Wilifried Matusch2003Diploma of Financial Planning - FPA ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC Training Group ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan
 Brendan Hayes2004Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Brett Cribb2010Bachelor 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 Mcpherson2009Bachelor of Commerce - Flinders University of South Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Brian Woods1979Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ DFP 1-4 - Mixed Providers ~ Fellow Chartered Financial Practitioner (FChFP) - AFA
 Bridget Lucy Ambrose2011ALPA - Kaplan ~ Bachelor of Applied Finance - University of South Australia ~ Margin Lending and Geared Investments - Kaplan ~ SMSF - Kaplan
 Brodie Galati2009Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Inv. - Kaplan
 Bruce John Gardner2002Bachelor of Business Public Administration - Queensland University of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
 Bryce Dwayne Kennedy2018Cavendish & ICFS Specialist SMSF course - The University of Adelaide ~ Diploma of Financial Planning (FNS50615) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan
 Cara Maree Hall2015Bachelor of Business (Accounting) - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending - Integrity Education ~ SMSF Strategies Intensive Borrowing Course - SMSF Training
 Chanthy Oeur2006Bachelor 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 Rossiter2002Diploma 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
 Chih Leong Tang2016ALPA - 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 Joyce Swanson1987Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Inv. - Kaplan ~ SMSF - Financial Essentials
 Christopher James Fallico2010Bachelor 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 Louis Kadri2012ALPA - Kaplan ~ Diploma of Finance and Mortgage Broking Management - Kaplan ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Margin Lending (928S) - Kaplan ~ SuperConcepts & ICFS Specialist SMSF Course - The University of Adelaide/Super Concepts
 Craig Cullen1995Advanced Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Master of Financial Planning - Kaplan
 Craig Royden Leibbrandt2001Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Applied Finance and Investment - Securities Institute ~ Graduate Diploma of Financial Planning - Securities Institute ~ SMSF - Super Concepts ~ SMSF - Super Concepts
 Craig William Ralph1985Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan
 Damian Ivan Christou2006Accredited 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 Frederick Clarke20187232AFE 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 John Robertson2000ALPA - Kaplan ~ Diploma of Finance/Mortgage Broking - AAMC ~ Margin Lending and Geared Investments - Kaplan ~ SMSF - Tribeca
 Daniel Joseph Shine2008Bachelor 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 Molesworth2002ALPA - 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 Richards2010Advanced 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 Mcmahon2005ASX 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 Mascarello2018Bachelor of Economics - University of Sydney ~ Graduate Diploma of Financial Planning - Finsia ~ Margin Lending - Financial Education Professionals
 Darren Leonard Skinner2000Advanced Diploma of Financial Services - ThreeSixty (GWM Adviser Services)
 Darryl Gunther2008ALPA - 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
 David Dobbrick1979Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Diploma of Financial Services - The Strategist Group ~ SMSF Adviser Course - The Strategist Group
 David Ian Gibson2003Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan
 David John Lannen1988Diploma of Financial Planning - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Pinnacle
 David John Stackelroth1989Advanced Self Managed Super Funds Program - Kaplan ~ Diploma of Financial Planning - FPA/Deakin University
 David Lunn2000B. 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 Macnaught1993Bachelor of Business (Accountancy) - Queensland University of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan
 Denis Durand2000Bachelor of Economics - La Trobe University ~ Ethics and Professionalism in Financial Advice - Kaplan
 Desley Rae Zunker2006ALPA - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma Of Financial Services (Financial Planning) - Tribeca ~ Margin Lending - Pinnacle
 Ebony Bridget Lynch2012ALPA - 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 Paterson2002Accredited 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
 Emma Zoey O'toner0Bachelor of Commerce (Finance and Financial Planning) - Griffith University
 Eujoon Lim2013Advanced Diploma of Financial Planning - Integrity Education Group ~ Bachelor of Business (Financial Risk Management) - Monash University ~ FNS50611 Diploma of Financial Planning - Integrity Education Group ~ Masters of Applied Econometrics - Monash University
 Franco Angelo Joseph Theuma2007ALPA - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business - Victoria University ~ Graduate Diploma of Financial Planning - FINSIA
 Gareth Colgan2007Advanced 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 Hall1990Diploma 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
 Glenda Lee Lennon2010ALPA - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Glenn Edward Graham Dibley2008ALPA - Kaplan ~ Advanced Diploma of financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ SMSF - Kaplan
 Graeme Ian Adkins2018Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business(Accounting) - Edith Cowan University ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma in Applied Finance and Investment - Securities Institute Education ~ Margin Lending and Geared Investments - Kaplan
 Greg Anthony Cail2010Diploma of Financial Services (Financial Planning) - RG146 Training Australia / Mentor Education
 Gregory James Cook1992Diploma of Financial Planning - Financial Planning Association of Australia
 Gregory Neil Bennett2018928 Margin Lending - Knowledge and Skills - Kaplan ~ Bachelor of Business (Finance) - Queensland University of Technology ~ Diploma of Financial Planning - Kaplan
 Harold Bernard Braakhuis2010Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism - Deakin Business School ~ Graduate Diploma of Financial Planning - Deakin University ~ Professional Certificate SMSF - Adelaide University
 Harrison Edward Baker2020Bachelor of Commerce (Major Finance/Financial Planning) - Griffith University ~ Ethics and Professionalism in Financial Advice - Kaplan
 Hayden James Kerdel2013Bachelor 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 Ross2008Bachelor 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 Reid2007Bachelor 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
 Ian Sherlock2006Accredited Listed Product Adviser Program - Kaplan Education Pty Ltd ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF Association Specialist Accreditation Program - SMSF Association
 Jacky NG2014ALPA - Kaplan ~ Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce in Accounting and Finance - UNSW ~ Diploma of Financial Planning - Monarch Institute ~ Master of Finance - University of New South Wales
 Jaklyn Kobie Stephan2018Diploma of Financial Planning (FNS50615) - Monarch Institute
 James Bernard Marshall2016Bachelor 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 Hynds1998ALPA - Kaplan ~ CFP - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Jamie Edward Martin Luxton1995Diploma of Financial Planning - Financial Planning Association
 Jason Dean Leddin2010Accredited 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 Ingold2007Accredited 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
 Jessica Isabell Job2018Bachelor of Accounting/Financial Planning - Charles Sturt University ~ Kaplan - Ethics and Professionalism in Financial Advice ~ RG146 Specialist Risk Management Course - International Institute of Technology
 Joanna Moss2016Advanced 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 Tuck2000Diploma of Financial Planning - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan
 John Andrew Bolton1990ASX Listed Products - LPAC Online ~ Bachelor Of Laws - University Of New South Wales ~ Bachelor of Commerce - University of New South Wales ~ Chartered Accountant Program - Institute of Chartered Accountants Australia ~ Statement of Attainment in RG146 Competencies - Kaplan Professional Education
 John Bradley Hollyman2001Bachelor of Business - UTS ~ Certified Financial Planner - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan
 John Francis Mills1988Diploma in Financial Planning - Financial Planning Association of Australia (FPA ~ Margin Lending and Geared Investments - Kaplan ~ SMSF - Tribeca
 John Goldie2003Certified Financial Planner (CFP) - FPA ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan
 John Hillman Hornbrook1989Bachelor 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 Macleod2010ASX 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 Kilborn1997Bachelor of Business - University of Technology Sydney (UTS) ~ Ethics and Professionalism in Financial Advice - Kaplan
 Jonathan Michael Rooney1999CFP - FPA ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending & Geared Investments - Kaplan ~ SMSF - FPA
 Jonathon Richard Tainsh2008Advanced 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 Hoe2000Bachelor 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 Ellison2016Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce (Finance and Financial Planning) - University of Wollongong
 Joshua Janssen2018ALPA - 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
 Julie Katherine Ford1994Diploma of Financial Planning - Financial Planning Association
 Justin Hunter Mcmillan2004ALPA - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Economics - Murdoch University ~ Diploma of Financial Planning - Kaplan ~ SMSF - Kaplan
 Kathryn Phyllis Anne Orman1987Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan
 Keith Gleeson1997Advanced 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
 Kevin Feaver2012Diploma of Financial Panning - Financial Planning Association (FPA) ~ Margin Lending - MLC
 Kieren James2003ALPA - Kaplan ~ Bachelor of Commerce in Banking & Finance - University of Canberra ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Professional
 Kristy Lee Balzan2018Diploma Of Financial Planning - International Institute of Technology (IIT)
 Lance Everard Swansbra2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Finance) - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan ~ SMSF - Kaplan
 Leah Jane Keelan0Advanced Diploma of Financial Planning (FNS60410) - Mentor Education ~ Diploma of Financial Services (Financial Planning FNS50804) - Kaplan ~ Master of Financial Planning - Griffith University
 Leslie Charles Mcguire2008Advanced 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 Mcpherson1999Diploma 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 James Andersen2011Bachelor of Business Management - QUT ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - FINSIA ~ Margin Lending & Geared Investments - Kaplan ~ SMSF - Pinnacle
 Lynette Margaret Heaysman1997Graduate Diploma of Applied Finance - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Master of Applied Finance - Kaplan
 Lynnette Maree Ross1995Diploma of Financial Planning - Financial Planning Association (FPA) ~ Margin Lending and Geared Investments - Kaplan
 Manisha Bhudia2014Advanced Diploma of Financial Planning (FNS60415) - Kaplan ~ Diploma of Financial Planning (FNS50610) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Tier 1 Margin Lending - General Advice - Kaplan
 Maree Barry2001Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan
 Mark Abfalter2001ALPA - Kaplan ~ Certified Financial Planner (CFP) - Deakin University ~ Diploma of Financial Advising - Securities Institute of Australia ~ SMSF - Mentor Education
 Mark Chan2001Bachelor 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 Johnson2015ALPA - 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 Bowles2001Accredited Listed Product Adviser - Kaplan Professional Education ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ SMSF - Kaplan Professional Education
 Matthew Charles Tuohey1998Bachelor of Business(Accounting, Human Resources) - La Trobe University ~ Diploma of Financial Planning - FPA ~ SMSF - FirstTech
 Matthew James Landon2018Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Commerce - Accountancy - University of Wollongong ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Financial Planning - University of NSW
 Matthew John Clingeleffer1999Cert IV in Finance & Mortgage Broking - Kaplan Professional ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Planning - International Institute of Technology ~ SMSF - FirstTech
 Matthew John Middleton2015Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ SMSF - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Matthew Katon2007ALPA - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan ~ SMSF - Kaplan
 Matthew Stephen Lane2003Bachelor of Business (Banking and Finance) - Queensland Univeristy of Technology ~ Certified Financial Planner - Financial Planning Association of Australia ~ Masters of Financial Planning - Griffith University
 Megan Rebecca Kelly2016Bachelor 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 Brown1991Diploma of Financial Planning - FPA ~ LPAC - ASX ~ SMSF - Tribeca
 Michael Dean Scaffidi2015ALPA - 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 Papiccio1998Advanced Diploma of Financial Services (Financial Planning FNS60404) - Kaplan ~ Diploma of Financial Services (Financial Planning FNS50804) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan
 Michael Simon Patrick Dawson1995Bachelor 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 Schembri2008Advanced Diploma of Financial Planning (FNS60410) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning FNS50804) - Kaplan Professional
 Miles Paul Tauber2000Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending & Geared Investments - Kaplan
 Mitchell Paul Hood2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Margin Lending and Geared Investments - Kaplan
 Mitchell Robert Gallina2011ALPA - 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 Patel2013ALPA - Kaplan ~ Bachelor of Commerce - The Australian National University ~ Diploma of Financial Planning - International Institute of Technology ~ Margin Lending - IIT ~ Masters of Applied Finance - Kaplan
 Nathan Foss1998Bachelor 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
 Nathaniel John Webb2016Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan Professional ~ Estate Planning - Kaplan ~ SMSF - Kaplan
 Neil Macdonald1996Advanced 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 Younger2018Bachelor of Commerce - Griffith University ~ Bachelor of Commerce - Griffith University ~ Diploma of Financial Planning - FPA ~ Diploma of Financial Planning - FPA
 Nicholas Gahan2008Advanced 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 Lloyd2007Bachelor 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
 Nicolas James Blakemore1989ALPA - Kaplan ~ Diploma of Financial Planning - FPA ~ SMSF - Kaplan
 Odelia Marina D'silva1992Bachelor 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 Garcia2012Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Biotechnology (Drug Design & Development) - University of Queensland ~ Certificate IV Finance and Mortgage Broking - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending - Kaplan
 Paul Darren Turner2008Advanced 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 Hatzigeorgiadis2000ALPA - Kaplan ~ Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Paul Owen Dobbrick2000ALPA - Kaplan ~ Advanced Diploma of Financial Planning - Deakin University ~ Cavendish & ICFS specialist SMSF course - University of Adelaide ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Inv. - Kaplan
 Peter Andrew Richards1990Bachelor of Engineering - University of Adelaide ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - RMIT University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma in Applied Finance and Investment - The Securities Institute of Australia
 Peter John Beauchamp1998Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan
 Peter John O'callaghan1995Cavendish & 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
 Philip Stathopoulos2017ALPA - Kaplan ~ Bachelor of Applied Finance - University of South Australia ~ RG146 Tier 2 Program - Basic Deposits and General Insurance - Deakin University ~ SMSF - Kaplan
 Phillip Geoffrey Dibben2012ASX 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
 Reece Mark Lewis2018Bachelor of Business (Management) - QUT ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Richard John Palmer1978Advanced Diploma of Financial Planning (FNS60415) - Mentor Education ~ Diploma of Financial Planning - Financial Planning Association
 Robert Catherall2008Advanced Diploma of Financial Services (Financial Planning FNS60404) - Tribeca ~ Diploma of Financial Services (Financial Planning FNS50804)) - Tribeca
 Robert James Hustler2009BEc - Sydney University ~ DipFS (FP) - International institute of technology ~ Ethics and Professionalism in Financial Advice - Kaplan
 Robert James Jowett2000Bachelor of Engineering - The University of Manchester ~ Diploma of Financial Planning - FPA
 Robert Martin Wood2005ASX 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
 Robert Vella2015Bachelor of Commerce (Financial Planning) - Griffith University ~ Diploma of Financial Planning (FNS550611) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF - Kaplan
 Ryan Mark Mccormac2008Diploma of Financial Services (Financial Planning) - RG146 - Kaplan Professional
 Ryan Paul Dobbrick2007Advanced 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 Bell2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Inv. - Kaplan ~ Master of Applied Finance - Kaplan
 Sara Caggiano2006Accredted 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
 Sarah Jayne Hugill2018Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Laws - James Cook University ~ Diploma of Financial Services (Financial Planning) - Australian and New Zealand Institute of Insurance and Finance ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Sarah Nicole Roelofs2017Bachelor of Commerce - University of Tasmania ~ Graduate Certificate in Financial Planning - Charles Sturt University ~ Margin Lending - Kaplan
 Scott Baker2008Diploma of Financial Services (Financial Planning) - Traineeship Management Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Certificate in Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
 Scott James Averay2007Advanced Diploma of Financial Planning (FNS60415) - Kaplan ~ Diploma of Financial Planning (FNS50804) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan
 Scott James Dawkins2005Bachelor of Commerce - The University of Adelaide ~ Bachelor of Finance - The University of Adelaide ~ Diploma of Financial Services (Financial Planning (FNS50804) - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Scott Moses2003ASX Accredited Listed product Adviser - FINSIA ~ Diploma of Financial Planning - FPA ~ SMSF Adviser Course - Tribeca
 Sean Geoffrey Clingeleffer2013Advanced 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
 Shannon Brown2016Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma Of Financial Planning - Kaplan ~ Diploma Of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Super Fund - Kaplan
 Sharon Lee Ferguson2001Accredited 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 Churchill2007Advanced 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
 Simone Richardson2003Advanced 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 Doriguzzi2005Bachelor of Science - University of Sydney ~ Graduate Diploma in Financial Planning - Securities Institute ~ SMSF - SMSF Association
 Stephanie Maree Farmer2016Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC Training Group ~ Margin Lending - Knowledge and Skills - Kaplan
 Stephen Collier2010Advanced Diploma of Financial Services (Financial Planning FNS60404) - Kaplan ~ Bachelor of Business - Australian Catholic University ~ Diploma of Financial Services (Financial Planning FNS50804) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan
 Stephen Grabowski2002Advanced 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 Nicholas2006ASX 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
 Steve Stavros Lambou2007ALPA - Kaplan ~ Diploma of Financial Services (Financial Planning FNS - ThreeSixty ~ Graduate Diploma of Financial Planning - Finsia ~ RG146 Margin Lending - MLC ThreeSixty ~ SMSF - Kaplan
 Steven Brent Hutton2003DFP1 - Introduction to Financial Planning - FPA ~ DFP2 - Risk Management and Insurance Planning - FPA ~ DFP3Z - Investment Planning - FPA ~ DFP4 - Retirement Planning - FPA
 Stuart Graeme Mckenzie2004Bachelor 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 Rhodes2003Advanced 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 Mcdonald2011ALPA - 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 Lane2008Bachelor 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 Foster1996Advanced 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 Croke2008ALPA - 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 Easton2003Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending & Geared Investments - Kaplan
 Timothy James Manwaring2021ALPA - Kaplan ~ Bachelor of Applied Finance/Bachelor of Commerce - Professional Accounting - Macquarie University ~ Ethics and Professionalism in Financial Advice - Kaplan
 Timothy Patrick Brown2012Bachelor of Commerce majoring in Accounting, Finance & Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan
 Tobias Geoffrey Webb2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan
 Toby James Winten2000ALPA - Kaplan ~ Diploma of Financial Services (Financial Planning) - AMP Limited ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ SMSF Specialist Advisor - SPAA
 Todd Cockshutt2001Bachelor of Commerce - University of Tasmania ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Traci Joy Bartlett1994ALPA - Kaplan ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF - Kaplan
 Trina Lynn Dooley2003Bachelor 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
 Tyson Frank Heinrich2009Advanced 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
 Vaughan Liddelow2004Diploma in Accounting - Murdoch University ~ Margin Lending and Geared Investments - Kaplan ~ SMSF Specialist Advisor - SPAA
 Victor Parker2010Advanced 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 Leggett1979Certified Financial Planner - FPA ~ DFP 1- 6 - FPA ~ DFP 8 - FPA
 William Lyons2016Advanced Diploma of Financial Planning (FNS60415) - Kaplan ~ Diploma of Financial Planning - Kaplan
 Yogita Patel2015Advanced 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
 Zvi Teichtahl2006ASX 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