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Gwm Adviser Services Limited

AFS License Number
230692
Name
Gwm Adviser Services Limited
ABN/ACN/ARBN
96002071749
Licensee issued
Dec. 1, 2003
Address
North Sydney, 2060, 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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
derivatives;
general insurance products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
derivatives; and
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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
derivatives;
general insurance products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Aaron Hopkins2010Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia
 Aba Leslie Melamed1986Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Adam Ross Greentree1995Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Master of Financial Planning - University of Sunshine Coast ~ RG146 Margin Lending - MLC ThreeSixty
 Adrian Ross Scuteri2005Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ Diploma Financial Services (Financial Planning) - MLC ThreeSixty ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ RG146 Margin Lending - MLC ThreeSixty
 Aidan John Herbert Dunn2014Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Planning FNS50610 - Kaplan Australia
 Alan Geoffrey Mcdowell2002Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Alastair Hodge2017Bachelors in Applied Finance - Macquarie University ~ Diploma of Financial Planning - Kaplan
 Alister James Paskins2005Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Graduate Diploma of Financial Planning - Kaplan Australia ~ Master of Financial Planning - Kaplan Australia ~ RG146 Tier 1 Margin Lending - Deakin Prime
 Allen Ernest Dickman1996Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Andrew Brett Moody2005Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNB50802 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Andrew Cooke1996Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) (GK & FP) - AAMC Training Group ~ RG146 Margin Lending - MLC ThreeSixty
 Andrew Ian Lyon1998RG146 Gap Assessment - Derivatives - MLC ThreeSixty ~ RG146 Introductory Training Course (GK FP LI SC MI SP) - Count Wealth Accountants ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Andrew Jonathan Smith2018Diploma of Financial Planning - Kaplan Australia
 Andrew Macdonald2000Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Andrew Paul Carra2002Diploma Finance and Mortgage Broking Management FNS50315 - AAMC Training Group ~ RG146 Margin Lending - MLC ThreeSixty
 Andrew Peter Corke1994Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services FP FNB50802 - Integratec Training ~ RG146 Margin Lending - MLC ThreeSixty
 Anona Josephine Fitzgerald1998RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Anthony Charles Arlidge1992Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 DFP8 & PKE - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Anthony Francis Della2002Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ Bachelor of Business (Accounting) - Other ~ Chartered Accountant (CA) - CAANZ ~ Diploma Financial Planning DFP 1-6 - Financial Planning Association (FPA) ~ Graduate Diploma in Business (Professional Accounting) - Other
 Anthony Louis Gauci2016Bachelor Business (Law) - Open Universities Australia ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ RG146 Securities and Managed Investments - Kaplan Australia
 Anthony Michael Barbagallo1988Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Post Graduate - Certified Practicing Accountant (CPA) - CPA Australia ~ RG146 DFP8 & PKE - Financial Planning Association (FPA) ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Anthony Robert Wellington2005Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Arnaud Ravel2003Advanced Diploma Financial Services (Financial Planning) FNB60402 - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Arthur James Robinson2011Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Bao Dinh Tran2013Bachelor of Business (EcoNomics & Finance) - Royal Melbourne Institute of Technology (RMIT) ~ Diploma of Financial Services (FP) FNS50804 - Mentor Education Group ~ Margin Lending - MLC ThreeSixty
 Barry Frederic Phillis1995RG146 Margin Lending - MLC ThreeSixty
 Barry Roy Katzenberg1990RG146 Margin Lending - MLC ThreeSixty
 Benjamin Beveridge2017Advanced Diploma of Financial Planning - Kaplan Australia ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Graduate Diploma of Financial Planning - Kaplan Australia
 Benjamin John Luke Seymour2005Margin Lending & Geared Investments - Kaplan Australia ~ Master of Commerce (Financial Planning) - Western Sydney University
 Benjamin John Rees Newman2015Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Bachelor Business (Hospitality Management) - TAFE SA ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - Monarch Institute
 Benjamin Ross Smith2004Bachelor of Commerce (Economics and Finance) - University of Sydney ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 Brady Jacque Henley2000Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Bree Campbell1999Bachelor Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 928 Margin Lending & Geared Investments - Kaplan Australia
 Brendan William Comensoli2001Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 Brendon Barnes2000Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ Bachelor of Business (Finance) - Edith Cowan University ~ Diploma Financial Planning - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Brett Graham Billington2003Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia
 Brian James Henry Smith2011Advanced Diploma of Financial Planning FNS60415 - Kaplan Australia ~ Bachelor of Business (Agriculture Commerce) - University of New England ~ Diploma Financial Services (Financial Planning) FNS50804 - Intellitrain ~ RG146 Margin Lending - MLC ThreeSixty ~ RG146 Securities & Derivatives - MLC ThreeSixty
 Brian Woods1979Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ DFP 1-4 - Mixed Providers ~ Fellow Chartered Financial Practitioner (FChFP) - AFA ~ Margin Lending - MLC ThreeSixty
 Brooke Rachel Rzepiela2003Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - Financial Essentials
 Caitlin Grace Walker2016Bachelor of Commerce (Financial Planning) - Deakin University ~ Derivatives Adviser (Personal Advice) - Mentor Education Group ~ RG146 Managed Investment Adviser - Mentor Education Group ~ RG146 Margin Lending Adviser (Personal Advice) - Mentor Education Group
 Cameron Jon Blackwell2013Bachelor of Applied Science - University of Tasmania ~ Graduate Diploma of Financial Planning - Kaplan Australia ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Cameron Mercer2010Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Diploma of Financial Planning FNS50804 - MLC ThreeSixty
 Cameron Ronald Mcausland2006Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Bachelor of Business (Marketing) - Australian Catholic University
 Campbell Munro Hopgood2008928 RG146 Margin Lending - Kaplan Australia ~ Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Tribeca
 Carmela Luisa LA Starza2006Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Tribeca ~ Master of Applied Finance (Financial Planning) - Kaplan Australia ~ RG146 Margin Lending - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Carmelo Mastronardo2018Bachelor of Commerce major in Accounting - Royal Melbourne Institute of Technology (RMIT) ~ Diploma of Financial Planning - Kaplan Australia
 Cassandra Joy Brockway2004Advanced Diploma Financial Services (Financial Planning) FNS60404 - Tribeca ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNB50802 - Integratec Training ~ RG146 Margin Lending - MLC ThreeSixty
 Catherine Anne Allen2010Bachelor Commerce (Accounting Financial Planning) - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ RG146 Margin Lending & Geared Investments - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Cathrine Greven1996Diploma of Financial Advising - Securities Institute ~ Graduate Certificate in Professional Accounting - University of New England
 Charbel Boutros2007Advanced Diploma Financial Services (Financial Planning) FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Chris Jon Odgers2018Diploma of Financial Planning - Financial Planning Association of Australia
 Christie Rochelle Spence2005Diploma Financial Services (Financial Planning) FNB50802 - MLC ThreeSixty
 Christopher Broome2015Advanced Diploma of Financial Planning FNS60415 - Kaplan Australia ~ Bachelor of Business (Health Science) - Auckland University of Technology ~ Diploma Financial Planning FNS50611 - Pinnacle Financial Services Academy
 Christopher Jason Steiger2002Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ RG146 DFS 1 3 4 - Mixed Providers ~ RG146 Margin Lending - MLC ThreeSixty
 Christopher Scriva2008Diploma Financial Services (Financial Planning) FNS50408 - Kaplan Australia ~ Fellow Chartered Financial Practitioners (FChFP) - Association of Financial Advisers (AFA) ~ RG146 Margin Lending - MLC ThreeSixty
 Christopher William Miles1999Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Services (Financial Planning) 1-4 - Mixed Providers
 Colin Andrew Ash2000Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNB50802 - Integratec Training ~ RG146 Tier 1 Margin Lending - Kaplan Australia
 Colin Victor Attard2009Advanced Diploma Financial Planning FNS60410 - Pinnacle Financial Services Academy ~ Diploma Financial Services (Financial Planning) FNS50804 - Tribeca ~ Diploma of Financial Services (Financial Planning)  - Tribeca ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Craig Andrew Mckenzie2003Advanced Diploma of Financial Planning FNS60404 - Tribeca ~ Diploma of Financial Planning FNS50804 - Tribeca ~ Self Managed Super Funds - Integratec Training
 Craig Brinsdon2011Bachelor Commerce - Other ~ Diploma in Business Studies - Other ~ Graduate Diploma of Financial Planning - Kaplan Australia ~ Tier 1 RG146 Margin Lending - Kaplan Australia
 Craig Moody1999Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Craig Richardson2014Diploma Financial Planning FNS50611 - Kaplan Australia ~ RG146 Margin Lending - Kaplan Australia
 Craig Scarr2001Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Master of Commerce (Financial Planning) - University of Sydney
 Damian Gibson2018Diploma Financial Planning FNS50615 - Mentor Education Group
 Damian John Toms2005Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Bachelor of Commerce (Finance & Management) - Australian National University ~ Diploma Financial Services (Financial Planning) FNS50408 - Kaplan Australia ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Daniel Frank Gready1994Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Daniel James Hawke2003Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Foundation Diploma Financial Planning (DFP 1-6) - Financial Planning Association (FPA) ~ Master of Financial Planning - University of Sunshine Coast ~ RG146 Margin Lending - MLC ThreeSixty
 Daniel John Allman2006Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Professional ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ Graduate Diploma of Applied Finance & Investment - Securities Institute ~ Margin Lending & Geared Investments - Kaplan Professional
 Darren Ramke2004Bachelor Applied Science (Coastal Management) - Other ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Daryle Mann1989RG146 Margin Lending - MLC ThreeSixty
 David James2007Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Bachelor of International Finance - Griffith University ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 David Paul Brennan Bartels2008Advanced Diploma of Financial Planning - Kaplan Australia ~ Bachelor of Pharmacy - University of Queensland ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty ~ Self Managed Superannuation Fund - Kaplan Australia
 David Ramsay1987Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty ~ Self Managed Superannuation Funds - Kaplan Australia
 David Weir2008Advanced Diploma Financial Planning FNS10 - Monarch Institute
 Dean Anthony Greacen2010Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 928S Margin Lending (928SML) - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Dean Arnold Powter1994Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Deborah Therese DI Trapani2007Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ RG146 Margin Lending & Geared Investments - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Debra Fay Will2000Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Demelza Louise Lister2010Advanced Diploma of Financial Planning FNS60415 - Kaplan Australia ~ Bachelor of Business (Hospitality Management) - La Trobe University ~ Diploma of Financial Planning FNS50804 - Tribeca ~ RG146 Margin Lending - MLC ThreeSixty
 Devlin Stirling Joyes2010Advanced Diploma Financial Planning FNS60410 - Investment Banking Institute ~ Certificate 4 in Finance and Mortgage Broking - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Fellow Chartered Financial Practitioners (FChFP) - Association of Financial Advisers (AFA) ~ RG146 928 Margin Lending - Kaplan Australia
 Diana Mamdoh Gaber Saad2009Advanced Diploma Financial Services (Financial Services) FNS60404 - Mentor Education Group ~ Bachelor of Commerce(Finance) - University of Wollongong ~ Bachelor of Laws - University of Wollongong ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty
 Dino Cataldo2009Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ RG146 Margin Lending - MLC ThreeSixty
 Dishna Wijenayake2013Bachelor of Business (Management & Marketing) - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Holmesglen TAFE ~ Master of Practicing Accounting - Monash University ~ SMSF Specialist Adviser (SSA) - SMSF Association
 Dominic Cogger2000Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Douglas Horsford2006Advanced Diploma Financial Services (Financial Planning) FNS60404 - MLC ThreeSixty ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Duncan John Mcfarlane2012Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Planning FNS50610 - Traineeship Management Australia
 Efstathia Cossey2009Bachelor of Science (Mathematical & Computer Science) - University of Adelaide ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Certified Practising Accountant (CPA) - CPA Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Elise Jane Anderson2015Bachelor of Commerce (Accounting & Financial Planning) - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Managed Investments & Securities & Derivatives - Kaplan Australia ~ RG146 Margin Lending - Kaplan Australia
 Emily Jane Males2018Bachelor Business (Management) - Western Sydney University ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ RG146 Managed Investments Securities - Kaplan Australia
 Emmi Peta Miller2018Graduate Diploma of Financial Planning - Securities Institute
 Errol Woodbury1985Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Margin Lending - MLC ThreeSixty
 Esti Appleby2005Advanced Diploma Financial Services (Financial Planning) FNS60404 - MLC ThreeSixty ~ Foundation Diploma Financial Planning (DFP1-4) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Evan Goode1995Advanced Diploma - Financial Planning - Deakin University ~ Bachelor of Economics - University of New England ~ Life Risk Specialist - Financial Planning Association of Australia
 Felix Solomon Sher1982Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 Friede Mae Roberts2014Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50408 - Kaplan Australia ~ RG146 Tier 1 Margin Lending - Kaplan Australia
 Garth Andrew Craig2002Bachelor of Arts - La Trobe University ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Fellow Chartered Financial Practitioners (FChFP) - Association of Financial Advisers (AFA) ~ RG146 Margin Lending & Geared Investments - Kaplan Australia ~ Self Managed Superannuation Funds - Financial Essentials
 Gavin Branford2003RG146 Margin Lending - MLC ThreeSixty
 Geoffrey Anthony Pacecca2008Master of Commerce (Financial Planning) - Western Sydney University ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Geoffrey Hickman1994Bachelor of Arts - Macquarie University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 Geoffrey Munday2003Bachelor of EcoNomics - University of Sydney ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 George EL Jouni2006Advanced Diploma of Financial Planning - Kaplan Australia ~ Diploma of Financial Planning FNS50804 - MLC ThreeSixty ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Gerard Anthony Hansen2011RG146 DFS(FP) 1-4 - Mixed Providers ~ RG146 Margin Lending - MLC ThreeSixty
 Glen Belcher2018Bachelor Commerce (Finance) - University of Wollongong ~ Diploma Financial Planning FNS50611 - Monarch Institute ~ Tier 1 Margin Lending - Kaplan Australia
 Graeme Kenneth Wandel1992Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Gregory Linton1998Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Gregory Rougier Dowse2007Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Bachelor of Commerce (Marketing & Management) - University of Notre Dame ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Hamish Colin Pearce2007Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Bachelor of Commerce - University of Newcastle
 Harro Wennrich2006Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Bachelor of Business (Accountancy) - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Hayden Allen1999Bachelor Degree - Economics - Flinders University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Helen Patricia Janetzki2003Bachelor of Business (Banking & Finance) - University of South Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 Howard Carr2012Advanced Diploma Financial Services (Financial Planning) FNS60804 - International Institute of Technology ~ Diploma Financial Services (Financial Planning) FNS50804 - International Institute of Technology ~ Master of Business Administration (Finance) - University of Leicester ~ RG146 Margin Lending - International Institute of Technology
 Ian Alter1992RG146 Margin Lending - MLC ThreeSixty
 Ian Benson1988Advanced Diploma Services (Financial Planning) FNS60404 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Jack Solly Mcnamara2016Bachelor Commerce (Accounting and Financial Planning) - Deakin University ~ Certified Financial Planner - Financial Planning Association
 James Boon1993Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 James Douglas Brien2018Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Bachelor Commerce (Finance Management) - University of Wollongong ~ Diploma Financial Planning FNS50611 - International Institute of Technology
 James Francis Fisher2018Graduate Diploma of Financial Planning - The Securities Institute of Australia
 James Fraser Nickols2017Diploma Financial Planning FNS50615 - Kaplan Australia ~ Master of Insurance & Risk Management - Deakin University ~ RG146 Managed Investments & Securities - Mentor Education Group
 James Morton Kelly2017Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Bachelor of TechNology - Massey University - New Zealand ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Master of Business Administration - University of Melbourne
 James Patrick Finnerty1982Advanced Diploma of Financial Planning FNS60415 - Mentor Education Group ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Jane Elizabeth Cooper2016Bachelor Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ Bachelor of Arts - University of Queensland ~ Ethics and Professionalism in Financial Advice - Kaplan Australia
 Jared Matthew Casement2005Advanced Diploma Financial Services (Financial Planning) FNB60402 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNB50402 - Kaplan Australia
 Jarrod Owen2011Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning FNS50804 - Kaplan Australia ~ Master of Business Admin - Deakin University
 Jarryd Vinton2008Bachelor of Commerce (Accounting & Financial Planning) - University of Wollongong ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Jason Abrahams2000Bachelor of Business (Accounting & Business Law) - University of Technology Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Graduate Diploma of Applied Finance & Investment - Securities Insitute
 Jason Brian Cooke2001Advanced Diploma Financial Services - MLC ThreeSixty ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Advising - Securities Institute
 Jason Flavel2005Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNB50402 - AMP ~ RG146 Derivatives - Financial Education Professionals
 Jason Neville Weir2006Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - FSTA
 Jason William Mudge1994Bachelor of Economics - Flinders University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 Jaye O'hanlon Featherby2018Bachelor of Commerce (Financial Planning) - University of Sunshine Coast
 Jeffrey Darren Noble1997Diploma Financial Services(Financial Planning) FNS50804 - Investment Banking Institute ~ Master of Business Admin (Financial Planning) - Deakin University ~ RG146 Margin Lending - MLC ThreeSixty
 Jeffrey Graeme Munro2015Bachelor of Business (Business Management) - Charles Sturt University ~ Certified Finacial Planner (CFP) - Financial Planning Association ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ SMSF Specialist Adviser - SMSF Association
 Jenneke Ann Mills2018Bachelor of Commerce major in Financial Planning - University of Wollongong
 Jennifer Brookhouse2018Bachelor of Commerce (Accounting) - University of Canberra ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Graduate Diploma in Advanced Taxation - University of New South Wales
 Jodie Lee Whykes2000Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 John Darby1982Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 John Harris1999Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Jonathan Ashley DE Fries2018Bachelor of Economics - University of Sydney
 Jonathan Scott Brittain2006Advanced Diploma Financial Services (Financial Planning) FNB60402 - MLC ThreeSixty ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Jordan Luke Burdon2005Advanced Diploma Financial Service (Financial Planning) FNS60404 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - AMP ~ RG146 Margin Lending - MLC ThreeSixty
 Jordyn Ramsay2018Diploma Financial Planning FNS50615 - Mentor Education Group
 Joshua William Hamblin2009Advanced Diploma Financial Services (Financial Planning) FNS60404 - Pinnacle Financial Services Academy ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ RG146 DPML Margin Lending - Pinnacle Financial Services Academy
 Judith Kaye Casanovas1992Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ SMSF Specialist Adviser (SSA) - Other
 Jue Sivieng2006Bachelor of Financial Administration - University of New England ~ Certified Practising Accountant (CPA) - CPA Australia ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Julian Peter Michael Battistella1995Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Julie Anne Van Meegen2003Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Margin Lending - MLC ThreeSixty ~ Master of Commerce - Western Sydney University
 Julie Ellen Schafer-evans2005Master of Applied Finance - University of Sydney ~ RG146 Margin Lending - MLC ThreeSixty
 Justin John Putman2005Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Foundation DFP - Financial Planning Association (FPA)
 Justin Mark Cilmi2010Bachelor of Commerce - Deakin University ~ FNS60404 - Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education ~ Graduate Certificate in Applied Finance - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Kane Robert Leersen2016Bachelor Commerce (Financial Planning) - Deakin University
 Kate Margret Phillips2005Advanced Diploma of Financial Planning FNS60404 - Tribeca ~ Bachelor of Education - University of South Australia ~ Bachelor of Teaching - University of South Australia ~ Diploma of Financial Planning FNS50804 - Tribeca
 Kate Rochelle Schembri2006Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Master of Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Kathleen Ann Lewis2010Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Graduate Diploma Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Kathryn Ann Elizabeth Casey1998Certified Financial Planner Status (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Provide Advice in Margin Lending - MLC ThreeSixty
 Kevin Francis Mccarthy2004Advanced Diploma Financial Services (Financial Planning) - Mentor Education Group ~ Diploma Financial Services (Financial Planning) - Mentor Education Group ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Kevin Redfearn2001Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Kevin William Mcdonald2014Advanced Diploma Financial Planning - Kaplan Australia ~ Bachelor of Commerce (Finance & Economics) - University of Wollongong ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning FNS50610 - Kaplan Australia ~ RG146 922 Derivatives & Skills - Kaplan Australia
 Kim Chi Nguyen2010Bachelor Degree - Business - La Trobe University ~ Bachelor of Financial Planning - La Trobe University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - International Institute of Technology
 Kim Gerard Evetts1996Advanced Self Managed Superannuation Funds - Kaplan Professional ~ Certified Financial Planning (CFP) - FPA ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma Financial Planning - FPA ~ Diploma Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Lawrence Orlando1988RG146 DFP 1-4 - Mixed Providers ~ RG146 Margin Lending - MLC ThreeSixty
 Lee Fen Goh2008Advanced Diploma Financial Services (Financial Planning) - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Master of Financial Planning - Kaplan Australia ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Lee Katie Nickelson2013Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Bachelor of Behavioural Science (Psychology) - La Trobe University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Leon Phillips1993Advanced Diploma Financial Services (Financial Planning) FNB60402 - Integratec Training ~ Diploma Financial Services FP FNB50802 - Integratec Training ~ RG146 Margin Lending - MLC ThreeSixty
 Liam Diggin1993Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Graduate Certificate in Commerce (Financial Planning) - University of Sydney ~ RG146 Margin Lending - MLC ThreeSixty
 Lisa Smith2017Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Bachelor Commerce - University of Western Australia ~ Bachelor Laws - University of Western Australia ~ Graduate Diploma of Legal Practice - College of Law ~ Master of Laws - Queensland University Technology
 Luke Andrew Marton2007Advanced Diploma of Financial Planning FNB60402 - Kaplan Australia ~ Bachelor of Commerce (Financial Planning & Investments) - Griffith University ~ Diploma of Financial Planning FNS50804 - MLC ThreeSixty ~ Master of Commerce (Applied Finance) - Griffith University ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Luke John Taylor2005Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Bachelor Business - University of Sunshine Coast ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Luke Timothy Everson2018Advanced Diploma of Financial Planning - Kaplan Australia ~ Diploma of Financial Planning - ThreeSixty
 MY Yen DU2018Diploma of Financial Planning - International Institute of Technology
 Marc Travis Cook2015Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Planning FNS50611 - MLC ThreeSixty
 Marcus Gerard Walsh2003Advanced Diploma Financial Services (Financial Planning) - Kaplan Australia ~ Bachelor Commerce (Banking & Finance) - University of Canberra ~ Diploma Financial Services (Financial Planning) FNS5080 - Kaplan Australia
 Marcus Ramsey Mcguren1997Bachelor of Business (Finance) - Edith Cowan University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 Marcus Stuart Thompson2018Diploma of Financial Services - Association of Super Funds of Australia (ASFA)
 Marion Jean Kilsby1999RG146 Margin Lending - MLC ThreeSixty
 Mark Anthony Connell2000Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending and Geared Investments - Kaplan Australia
 Mark Anthony Farmer2001Advanced Diploma of Financial Planning FNB60402 - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Mark Carroll1998Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Mark Mcneany1991Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Mark Peters1969Bachelor of Education - University of Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 Mark Robert Taylor2005Bachelor of Business (Management) - Queensland University Technology ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Post Graduate Diploma in Management - Macquarie University
 Martin John Cook2012Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Planning - Future Staff ~ RG146 Provide Advice in RG146 Margin Lending - Mentor Education Group
 Martin Joseph Hunter1984Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Martin Joseph Kirkman2000Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Martina Ann Taylor2018Diploma of Financial Planning - Financial Planning Association of Australia
 Mary Therese Kelly2013Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Bachelor of Science - University of Queensland ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Diploma of Margin Lending - Pinnacle Financial Services Academy
 Mathew Bateman2000Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Matthew Neill2010Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Bachelor Business - La Trobe University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Australia
 Matthew Peter Young2011Advanced Diploma of Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group
 Matthew Thomas Starcevich2002Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Matthew William Hawkins2009Bachelor Commerce - University of Tasmania ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty ~ Self Managed Superannuation Funds - Kaplan Australia
 Melanie Grace Lever2014Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ Bachelor of Business (Management) - La Trobe University
 Michael Damien Boyd2005Advanced Diploma Financial Services (Financial Planning) FNS60404 - MLC ThreeSixty ~ Diploma Financial Planning DFP 1-7 - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Michael Dudesin2009Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Michael James Chalmers1998Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 Michael John Templeton1992Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 Michael Keith Hodge2003Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Michael Konstas1999Bachelor of Arts - Macquarie University ~ Bachelor of Education (Primary) - University of Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ Master of Commerce (Finance & Marketing) - University of Sydney
 Michael Thomas Stephen New1994Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Michael Walter Grech2004Bachelor Degree (Hons) - Business - Royal Melbourne Institute of Technology ~ Certificate - Certificate IV in Financial Services - AAMC Training Group ~ Certificate - Certificate IV in Property Services - The Real Estate Institute of Victoria
 Michelle Galvin1991Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Mike Sikar2009Advanced Diploma Financial Services (Financial Planning) FNS60408 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Monique Woo2018Diploma of Financial Planning - ThreeSixty
 Murray Alan Barnes1994Diploma Financial Planning2 - Financial Planning Association (FPA) ~ RG146 DFS 3 Superannuation - Integratec Training
 Najeeb Farfoud2005Advanced Diploma of Financial Planning - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Foundation Diploma of Financial Planning - Financial Planning Association (FPA) ~ Master of Financial Planning - University of Sunshine Coast ~ RG146 Margin Lending - MLC ThreeSixty
 Nathan Lionel Harris2001Certified Financial Planner (CFP) - Financial Planning Association (FPA)
 Nathan Rogers2003Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Bachelor of Commerce - Federation University Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Neale Doust2016Diploma Financial Planning FNS50611 - Kaplan Australia ~ RG146 Investment Planning 1 - Kaplan Australia
 Neil Robert Dyson1989Advanced Diploma of Financial Planning FNB60402 - Tribeca ~ Diploma Financial Services (Financial Planning) FNB50802 - Tribeca ~ RG146 Margin Lending (DPML) - Pinnacle Financial Services Academy
 Nicholas James Girle2000Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Master of Financial Planning - University of Sunshine Coast ~ RG146 Provide Advice in Margin Lending - MLC ThreeSixty
 Nicolas Scott Basham1997Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Nicole Florisson2008Bachelor of Business - University of Tasmania ~ Certified Financial Planner Status (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - Kaplan Australia ~ Investment Planning 1 Certificate - Kaplan Australia ~ Taxation Planning Certificate - Kaplan Australia
 Oliver Ladd2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Osman Ozkara2016Diploma Financial Planning FNS50611 - Integrity Education Group ~ RG146 Margin Lending - Integrity Education Group
 Parasuraman Chandran2018Diploma Financial Planning FNS50615 - Integrity Education Group
 Patrick Michael Forrester2010Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Paul Adam Cetrangolo2010Advanced Diploma Financial Services (Financial Planning) FNS60404 - International Institute of Technology ~ RG146 Margin Lending - Kaplan Australia
 Paul Anthony Rawson1983Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 Paul Blackadder1997Diploma Financial Planning DFP1-7 - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Paul Friedrich1990Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Paul Gregory Plummer1988RG146 Margin Lending - MLC ThreeSixty
 Paul Taylor2009Advanced Diploma of Financial Services (Financial Planning) FNB60402 - MLC ThreeSixty ~ DFP (2 3) - Financial Planning Association (FPA)
 Peta Jean O'sullivan2018Diploma of Financial Planning - Mentor Education
 Peter Charles Arnold2018Diploma of Financial Planning - Kaplan Australia
 Peter David Coulthard1993Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 928S Margin Lending (928SML) - Kaplan Australia
 Peter Hamilton2000Bachelor Business (Human Resources Management) - Central Queensland University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Peter John Sheather1978Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Peter Wallace2000Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Petro John Triantafyllou2005Bachelor of Business (Financial Risk Management) - Victoria University
 Philip Leo Watt2018Diploma of Financial Planning - The Association of Superannuation Funds of Australia (AFSA)
 Phillip Brady1988Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Prashant Sood2018Diploma of Financal Planning - Kaplan Professional
 Purnaka Pushpalal Kumarasena2010Advanced Diploma Financial Planning FNS60415 - Monarch Institute ~ RG146 Managed Investment & Securities - Investment Banking Institute ~ RG146 Risk Management - Pinnacle Financial Services Academy ~ RG146 Superannuation - Kaplan Australia
 Quentin Russell Matthew Moncrieff2013Bachelor of Business (International Business) - James Cook University ~ Diploma of Financial Planning FNS50610 - Kaplan Australia ~ RG146 Margin Lending - Kaplan Australia ~ RG146 Securities Derivatives & Managed Investments - Kaplan Australia
 Rachel Maree Schumann2003Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Bachelor of Business - Swinburne University of TechNology ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 DFP1-4 - Mixed Providers
 Ralph Zamykal1990Advanced Diploma Financial Services (Financial Planning) FNB60402 - Kaplan Australia
 Reuven Blecher2018Diploma of Financial Planning - Financial Planning Association of Australia
 Rhonda Ann Mckenzie1997Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Richard Dean Brannelly2001Bachelor of Commerce - Queensland University Technology ~ Certified Practicing Accountant (CPA) - CPA Australia ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Richard John Shaiel Gosling2003Advanced Diploma Financial Services (Financial Planning) FNB60402 - Integratec Training ~ Diploma Financial Services (Financial Planning) FNB50802 - Integratec Training ~ RG146 Provide Advice in Margin Lending - MLC ThreeSixty
 Richard Lindley2003Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Richard Zbigniew Koral2001DFP 8 - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Ricky Neville Kennedy1988Bachelor of Engineering (Electrical) - Footscray Institute TechNology ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty ~ SMSF Specialist Adviser - SMSF Association
 Robert Chiswell2003Advanced Diploma Financial Services (Financial Planning) FNB60402 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 DFS(FP) 1-4 - Mixed Providers
 Robert Ivan Fernandez2018Advanced Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - ANZ Insurance Institute - CIP
 Robert Kirtley2007Bachelor of Commerce - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Robert Wolski2009Bachelor of Arts (Psychology) - Macquarie University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50804 - MLC ThreeSixty ~ Graduate Diploma Applied Finance (Financial Planning) - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Rodel Manlapid Claudio2003Certified Financial Planner Status (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) - Integratec Training ~ RG146 928S Margin Lending (928SML) - Kaplan Australia
 Russell Bruce Crozier1987Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Ryan Anthony Fennell2009Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending (DPML) - Pinnacle Financial Services Academy
 Ryan Garry Porter2009Advanced Diploma Financial Planning FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Ryan John Oliver2006Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Diploma Financial Services(Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - Kaplan Australia
 Ryan John Sealey2010Bachelor Commerce (Financial Planning) - Deakin University
 Salih Zorlu Ozkara1989Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Sam Koranias2016Bachelor Business(Financial Planning) - La Trobe University
 Samuel Patrick Wallis-smith1996Bachelor Commerce - University of Adelaide ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Sarah Mcdonald2003Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Scott Andrew Kitchin2007Diploma - Financial Planning - The Tax Institute
 Scott Brown2011Advanced Diploma - Financial Planning - Kaplan ~ Bachelor Degree - Economics - Newcastle University
 Scott Haywood1997Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Scott Kirkwood1989Advanced Diploma Financial Services (Financial Planning) - Financial Planning Association (FPA) ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Scott Tang2001Advanced Diploma of Financial Planning - Kaplan Australia ~ Diploma Financial Services FP FNB50802 - Integratec Training ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Sean Atkins2005Bachelor of Commerce (Applied Finance Planning) - University of Wollongong ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Sean Cowling2005Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Sean Nigh2010Bachelor of Business (Financial Planning) - University of Sunshine Coast ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA)
 Sean Patrick Young2015Advanced Diploma of Financial Planning FNS60415 - Kaplan Australia ~ Bachelor of Pharmacy - Griffith University ~ Diploma of Financial Planning FNS50611 - Kaplan Australia ~ Master of Pharmacy - Griffith University ~ RG146 Tier 1 Margin Lending - Kaplan Australia
 Seanne Baker2015RG146 922 Derivatives - Kaplan Australia ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Serhan Mackey2007Advanced Diploma Financial Services (Financial Planning) FNS60404 - Holmesglen Institute ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ Master of Business (Hospitality Management) - Victoria University ~ Master of Financial Planning - Kaplan Australia
 Shane Andrew West2001Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Shane Anthony Bonke2008Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Bachelor of Commerce (Law Fin) - James Cook University ~ Diploma Financial Services(Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending & Geared Investments - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia
 Shane Joseph Butler1990Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Shane Lamprey1998Advanced Diploma Financial Services (Financial Planning) - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Shannon David Whittington2002Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Services (Financial Planning) FNS50804 - Tribeca
 Sharan Sheth2011Certified Financial Planner (CFP) - Financial Planning Association (FPA)
 Shaun Patrick Dewberry2001Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Shaun Trimnell-ritchard2003Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Services (Financial Planning) - MLC ThreeSixty ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Shu-yi Schulstad2008Advanced Diploma Financial Services (Financial Planning) FNS60404 - Mentor Education Group ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ RG146 Margin Lending - MLC ThreeSixty
 Simone Christine Dudij2018Diploma of Financial Planning - MLC ThreeSixty
 Sotos Zervides2000RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Stephen James Casella2006Advanced Diploma Financial Services (Financial Planning) FNS60404 - MLC ThreeSixty ~ Diploma Financial Services (Financial Planning) FNB50802 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Stephen Nielsen2007Advanced Diploma of Financial Planning FNS60404 - Tribeca ~ Bachelor of Commerce - Griffith University ~ Fellow Chartered Financial Practitioners (FChFP) - Association of Financial Advisers (AFA) ~ Graduate Certificate in Business Administration - University of Queensland ~ Master of Business Administration - University of Southern Queensland
 Stephen Raymond Kelly1988Certified Financial Planner (CFP) - Financial Planning Association (FPA)
 Stephen Ronald Hubner2000Diploma Financial Services (Financial Planning) FNS50804 - Investment Banking Institute ~ RG146 Margin Lending - MLC ThreeSixty
 Steven Nickelson2008Bachelor of Commerce (Accounting & Financial Planning) - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Susan Joy Baker1994Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Suzanne Nicole Packer2010Diploma of Financial Services (Financial Planning) - FINSIA ~ Graduate Diploma of Applied Finance (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan
 Tamara Jayne Gillman2009Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Bachelor Arts-Business Management (Marketing) - University of Queensland ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Financial Planning FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Australia
 Tammy Sheree Heidrich2004Bachelor of Laws - Queensland University Technology ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Graduate Diploma of Legal Practice - The College of Law ~ RG146 Margin Lending - MLC ThreeSixty
 Taryn Lee Hayne2008Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Planning FNS50615 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ RG146 Securities & Managed Investments - Kaplan Australia
 Terence Dale Dall'osto1983Diploma Financial Planning FNS50615 - Mentor Education Group ~ Self Managed Superannuation Funds - Integratec Training
 Tharaka Leeniyagoda2018Bachelor of Commerce (Accounting) - University of Adelaide ~ Diploma of Financial Planning FNS50615 - Kaplan Australia ~ Master of Business (Accounting) - University of South Australia ~ RG146 Managed Investments & Securities - Kaplan Australia
 Thomas Ian Whitley2015Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 928S Margin Lending (928SML) - Kaplan Australia
 Timothy Leonard Bird1987DFP 1-4 - Mixed Providers ~ RG146 Margin Lending - MLC ThreeSixty
 Timothy Loomis1991RG146 Margin Lending - MLC ThreeSixty
 Todd Burnell2000Advanced Diploma Financial Services (Financial Planning) FNB60402 - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning - Financial Planning Association (FPA) ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Tom Jonathon Davis2008Advanced Diploma of Financial Planning FNS60404 - Pinnacle Financial Services Academy ~ Diploma of Financial Planning FNS50804 - Pinnacle Financial Services Academy ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Tony Peric1999Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Tracey Andriske2013Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Trevor Neil Morony2004Advanced Diploma Financial Services (FP) FNB60402 - MLC ThreeSixty ~ Diploma of Financial Services (Financial Planning) FNB50802 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Veronica Mcalister2018Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 Vincent Patrick Dore2000Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Vishal Bakshi2008Advanced Diploma Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Washington Mazambani2005Bachelor Applied Finance - Macquarie University ~ RG146 DFS 1 & 2 - Tribeca ~ RG146 Margin Lending - MLC ThreeSixty
 Wayne Andrew Powter2003Advanced Diploma Financial Services (Financial Planning) FNB60402 - MLC ThreeSixty ~ Diploma Financial Services (Financial Planning) FNB50802 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Wayne Owen1988Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Werner Odendaal2018Advanced Post Graduate Diploma in Financial Planning - University of Free State ~ Advanced Post Graduate Diploma on Financial Planning - University of the Free State ~ Bachelor Honours of Accountancy - University of South Africa ~ Bcom law - Rand Afrikaans University (now Universitry of Johannesburg) ~ Diploma on Financial Planning - AAMC Training Group ~ Graduate Diploma of Financial Planning - University of the Free State South Africa ~ Honours Bcom Accounting - University of South Africa
 Yihsing Koo2001Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Advanced Strategies for SMSFs - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Yvonne Parasuraman2015Advanced Diploma Financial Planning FNS60410 - Integrity Education Group ~ Bachelor Arts (Econ.) - University of Madras ~ Diploma Financial Service (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - Integrity Education Group