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 Dipoma Financial Planning FNS60410 - Kaplan ~ Diploma Financial Services (FP) FNS50804 - Kaplan
 Aba Leslie Melamed1986Diploma - FINANCIAL PLANNING - DEACON UNIVERSITY
 Adam Ross Greentree1995Diploma - Financial Planning - RMIT University ~ Masters Degree - Financial Planning - University of the Sunshine Coast
 Adrian Ross Scuteri2005Advanced Diploma - Financial Planning - Three Sixty ~ Diploma - Financial Markets - Securities Institute of Australia
 Aidan John Herbert Dunn2014Advanced Diploma - Financial Planning - Kaplan Education Pty Ltd trading as Kaplan Professional Education ~ Certificate - Certificate IV in FInance and Mortgage Broking - The National Finance Institute Pty Ltd ~ Diploma - Finance and Mortgage Broking Management - The National Finance Institute Pty Ltd ~ Diploma - Financial Planning - Kaplan Education Pty Ltd trading as Kaplan Professional Education
 Alastair Hodge2017Bachelors in Applied Finance - Macquarie University ~ Diploma of Financial Planning - Kaplan
 Allen Ernest Dickman1996CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Deakin University
 Anait Anna Mirzoyan2018Advanced Diploma of Financial Planning - Kaplan Australia
 Andrew Brett Moody2005Advanced Diploma - Accounting - Central Institute of Technology ~ Advanced Diploma - Financial Planning - Deakin University
 Andrew Cooke1996Bachelor Degree - Economics - University of Adelaide ~ Diploma - Financial Planning - Deakin University
 Andrew Ian Lyon1998Bachelor Degree - Business - Queensland University of Technology
 Andrew Jonathan Smith2018Diploma of Financial Planning - Kaplan Australia
 Andrew Ledingham2010Advanced Diploma - Financial Planning - Threesixty ~ Diploma - Financial Planning - Deakin University ~ Graduate Certificate - Applied Finance - Kaplan Professional FINSIA ~ Graduate Diploma - Applied Finance - Kaplan Professional FINSIA ~ Master of Financial Planning - Kaplan
 Andrew Macdonald2000Bachelor Degree - Commerce - The Australian National University
 Andrew Nigel Dalton2011Advanced Diploma - Financial Planning - Kaplan
 Andrew Paul Carra2002Bachelor Degree - Business - Monash University ~ Diploma of Finance and Mortgage Broking Management FNS50315 - AAMC Training Group ~ Graduate Diploma - Financial Planning - Securities Insitute
 Andrew Peter Corke1994Bachelor Degree - Economics - MONASH UNIVERSITY MELBOURNE ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - FINANCIAL PLANNING - Financial Planning Association of Australia
 Angelo Maglieri2000CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Anita Marie Thorpe2008Diploma - Financial Planning - Financial Planning Association of Australia ~ Graduate Certificate - Management - The University of Adelaide
 Anona Josephine Fitzgerald1998Bachelor Degree - Business - University of South Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Graduate Diploma - Financial Planning - Securities Institute
 Anthony Charles Arlidge1992CFP - Diploma of Financial Planning - FPA via Deakin University
 Anthony Francis Della2002Advanced Diploma - Financial Planning - Threesixty Adviser Campus ~ Bachelor Degree - Business - Queensland University of Technology ~ Diploma - Financial Planning - Financial Planning Association of Australia ~ Graduate Diploma - Business - Queensland University of Technology ~ Post Graduate - Chartered Accountant (CA) - Institute of Chartered Accountants
 Anthony Louis Gauci2016Bachelor of Commerce (Business Law) - Curtin University of Technology ~ Diploma of Financial Planning - Kaplan
 Anthony Michael Barbagallo1988Bachelor Degree - Business - University of Southern Queensland ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Post Graduate - Certified Practicing Accountant (CPA) - Australian Society of Certified Practising Accountants
 Anthony Robert Wellington2005Advanced Diploma - Financial Planning - Tribeca Learning Aust Pty Limited ~ Diploma - Financial Services (Financial Markets) - Securities Institute Education
 Apostolos Katranis2006Bachelor Degree - Applied Finance - University of South Australia ~ Bachelor Degree - Commerce - University of South Australia ~ Cert IV Finance & Mortgage Broking - Kaplan Professional ~ Diploma - Financial Plannning - University of South Australia ~ Fellow Chartered Financial Planners (FchFP) - Association of Financial Advisers
 Arnaud Ravel2003CFP - Certified Financial Planner - Financial Planning Association of Australia
 Arthur James Robinson2011Advanced Diploma - Financial Planning - Kaplan Professional
 Bao Dinh Tran2013Bachelor Degree - Business - Royal Melbourne Institute of Technology ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Barry Frederic Phillis1995CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Barry Roy Katzenberg1990Advanced Diploma - Financial Planning - Three Sixty
 Benjamin Beveridge2017Advanced Diploma in Financial Services - Kaplan ~ Diploma in Financial Services - Kaplan
 Benjamin John Luke Seymour2005Diploma - Financial Advising - Securities Institute of Australia ~ Masters Degree - Commerce - University of Western Sydney
 Benjamin John Rees Newman2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - TAFE SA ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Benjamin Ross Smith2004Bachelor Degree - Commerce - UWS ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Deakin University
 Benn Joseph Furlong2015BACHELOR OF COMMERCE - University of Western Sydney ~ Diploma in Financial Planning and Advanced Diploma in Financial Planning - Kaplan Professional Eduction
 Bernadette Byrnes2005Advanced Diploma of Financial Services( Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Estate Planning Course - Kaplan
 Bianca Giarrizzo2018Bachelor of Business - La Trobe University ~ Dip of Financial Services - Kaplan
 Bradley Speering2000CFP - Certified Financial Planner - Financial Planning Association Limited ~ Diploma - Financial Advising - Securities Institute Australia
 Brady Jacque Henley2000Advanced Diploma - Financial Planning - Tribeca
 Bree Campbell1999Bachelor Degree - Business - Royal Melbourne Institute of Technology ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Certificate - Certificate IV - Centre for Adult Education
 Brendan Tyrell Carr2012Certificate - Finance Mortgage Broking - AAMC ~ Diploma - Finance and Mortgage Broking Management - Finance and Related Services Training Academy ~ Diploma - Financial Planning - International Institute of Technology
 Brendan William Comensoli2001Bachelor Degree - Economics - Australian National University ~ Diploma - Education - Canberra University ~ Diploma - Financial Planning - Deakin University
 Brendon Barnes2000Advanced Diploma - Financial Planning - Three Sixty ~ Bachelor Degree - Business - Edith Cowan University
 Brett Graham Billington2003Advanced Diploma of Financial Services (Financial Planning - Kaplan ~ Bachelor of Commerce (Finance) - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Brian Woods1979Advanced Diploma - Financial Planning - Deakin University ~ Diploma - Financial Planning - Integratec Australia ~ FChFP - Fellow Chartered Financial Practitioner - Training Australia
 Brooke Kelly2018Advanced Diploma of Financial Planning - Kaplan ~ Diploma of financial planning - MLC ~ Masters of Financial Planning - Kaplan
 Brooke Rachel Rzepiela2003Diploma of Financial Planning - Deakin University ~ Margin Lending Accreditation Program - Financial Essentials Pty Ltd ~ SMSF Adviser Education Program - Financial Essentials Pty Ltd
 Caitlin Grace Mason2016Bachelor of Commerce - Deakin University
 Cameron Donald Taylor2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Cameron Jon Blackwell2013Bachelor of Applied Science - University of Tasmania ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Cameron Mercer2010Advanced Diploma - Financial Planning - Threesixty ~ Diploma - Financial Planning - Threesixty
 Cameron Ronald Mcausland2006Bachelor Degree - Business - Australian Catholic University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia
 Campbell Munro Hopgood2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan
 Carmela Luisa LA Starza2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ CFP Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Superannuation Management - Macquarie University ~ Master of Applied Finance - Kaplan Professional
 Carmelo Mastronardo2018Bachelor of Commerce major in Accounting - Royal Melbourne Institute of Technology (RMIT) ~ Diploma of Financial Planning - Kaplan Australia
 Carolina Orejuela Ortiz2018Diploma of Financial Services (Financial Planning) - Mentor Education
 Cassandra Joy Brockway2004Advanced Diploma of Financial Planning - Tribeca Learning ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning
 Catherine Elizabeth Jenkins2015Bachelor of Commerce - Deakin ~ CPA Practice Manager - CPA ~ Diploma of Financial Planning - CPA
 Cathrine Greven1996Graduate Certificate - Professional Accounting - Univeristy of New England
 Chantel Oosthuizen2011Advanced Diploma - Accounting - The Southern African Institute of Chartered Secretaries and Administrators ~ Advanced Diploma - Financial Planning - Kaplan Professional Education ~ Diploma - Accounting - The Institute of Administration and Commerce of Southern Africa ~ Diploma - Financial Planning - Kaplan Professional Education
 Charbel Boutros2007Advanced Diploma - Financial Planning - Kaplan
 Chris Jon Odgers2018Diploma of Financial Planning - Financial Planning Association of Australia
 Christie Rochelle Spence2005ADFS Advanced Diploma of Financial Services - Kaplan ~ Certificate of Completion - Estate Planning - Tribeca ~ Certificate of Completion - Taxation Planning - Tribeca ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ MLC Adviser Scholarship Program - MLC
 Christopher Broome2015Bachelor of Business, Management - Auckland University of Technology ~ Diploma of Financial Planning - Pinnacle Financial Services Academy
 Christopher Gerard Lynch1986Certified Financial Planner - FPA (DEAKIN) ~ Diploma - Financial Planning - Deakin University ~ Registered Tax Agent - TAX PRAC. BOARD
 Christopher Jason Steiger2002Post Graduate - Institute of Actuaries of Australia (Fellow) - Institute of Actuaries of Australia
 Christopher Scriva2008Diploma - Financial Services - Kaplan Professional ~ Fellow Chartered Financial Practitioner (FchFP) - Association of Financial Advisers
 Colin Andrew Ash2000Advanced Diploma Financial Planning FNS60415 - Kaplan Professional ~ Diploma - dfp - Kaplan ~ Diploma Financial Services (FP) FNB50802 - Integratec ~ Teir 1 Margin Lending - Kaplan Professional
 Colin Davis1979Diploma - Financial Planning - FPA in cooperation with Deakin University
 Colin Victor Attard2009Advanced Diploma Financial Planning FNS60410 - Pinnacle ~ Diploma Financial Services (Financial Planning) FNS50804 - Tribeca ~ Diploma of Financial Services (Financial Planning)  - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional
 Craig Andrew Mckenzie2003Advanced Diploma - Financial Planning - Tribeca ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Craig Andrew Peckham2018Advanced Diploma of Financial Planning - Mentor Education
 Craig Fenton1991CFP - Certified Financial Planner - RMIT
 Craig Gorman1999Bachelor Degree - Commerce - The University of Southern Queensland ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia ~ Other - Financial Services Institute of Australasia (Fellow) - Financial Services Institute of Australasia
 Craig Moody1999Advanced Diploma - Financial Planning - Deakin University
 Craig Richardson2014Advanced Diploma of Financial Services - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Applied Finance and Investment - finsia
 Craig Scarr2001CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Markets - Securities Institute ~ Diploma - Financial Planning - Financial Planning Association of Australia ~ Masters of Commerce (Financial Planning) - University of Western Sydney
 Damian Gibson2018Bachelor of Business - University of Tasmania ~ Diploma of Management - TAFE Tasmania
 Damian John Toms2005Advanced Diploma - Financial Planning - Kaplan Professional ~ Bachelor Degree - Commerce - Australian National University
 Daniel Frank Gready1994Advanced Diploma - Financial Planning - Deakin University
 Daniel James Hawke2003Advanced Diploma - Financial Planning - Tribeca ~ Bachelor Degree - Commerce - University of Western Sydney ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Services - Tribeca
 Daniel Kevin Copley2003Bachelor Degree - Commerce - Bond University
 Daniel Meilak2018BBFB FINANCIAL RISK - VIC UNI ~ Certificate IV Mortgage Broking - IIT
 Daniel Tame2018PS146 - Statement of Compliance - Securities Institute
 Daryle Mann1989Certificate - Investment and personal Financial Planning - The Investment Training College
 David Allen O'brien2008Diploma of Financial Planning - Mentor ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia (Mentor Education Pty Ltd)
 David Campbell2000Bachelor Degree - Commerce - Newcastle University ~ Diploma - Financial Planning - Kaplan
 David James2007Advanced Diploma - Financial Planning - Kaplan ~ Bachelor Degree - International Finance - Griffith University ~ Diploma - Financial Services - Tribeca
 David Paul Brennan Bartels2008Advanced Diploma - Financial Planning - KAPLAN Professional ~ Certificate - Mortgage Broking - KAPLAN Professional ~ Graduate Certificate - Applied Finance - FINSIA ~ Other - Completed Level I of CFA Program - Chartered Financial Analyst Institute ~ self managed super fund - Kaplan
 David Ramsay1987CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Company Directors Course Diploma - Australian Institute of Company Directors ~ Diploma - Financial Planning - Deakin University
 David Weir2008Advanced Diploma - Financial Planning - Monarch Institute
 Dean Anthony Greacen2010Bachelor Degree - Business - Charles Sturt University ~ Diploma - Financial Planning - Kaplan Professional Education ~ Diploma - Securities & Derivatives - Deakin University
 Dean Arnold Powter1994Advanced Diploma - Financial Planning - Financial Planning Association of Australia ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Certificate - Securities Institute of Australia Certificate - Securities Institute of Australia ~ Certificate - Securities Institute of Australia Certificate - Securities Institute of Australia ~ Other - Financial Services Institute of Australia Honorary Appointment - Financial Services Institute of Australia
 Dean Easterby1998CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Deakin University ~ Masters Degree - Business Administration - Charles Sturt University
 Debbie Therese Warren2003Advanced Diploma - Financial Planning - Deakin University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia
 Deborah Margaret Donoghue2002Bachelor Degree - Commerce in Financial Planning - Griffith University ~ Certified Financial Planner - FPA Deakin ~ Masters Degree - Financial Planning - University of Sunshine Coast
 Deborah Therese DI Trapani2007Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services - Mentor Learning ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional
 Debra Alice Ingall2009Advanced Diploma - Financial Planning - Mentor Education ~ Diploma - Financial Planning - Mentor Education
 Debra Fay Will2000CFP - Certified Financial Planner - Financial Planning Association of Australia Limited
 Demelza Louise Lister2010Advanced Diploma Financial Planning FNS60415 - Kaplan Professional ~ Diploma Financial Services (FP) FNS50804 - Kaplan Professional ~ Margin Lending - MLC Advice Education
 Denis Raymond Herbert1985CFP - Certified Financial Planner - Financial Planning Association ~ Diploma - Associateship Diploma in Valuations - Royal Melbourne Institute of Technology
 Desmond Sykes2000Advanced Diploma - Financial Planning - Tribeca Learning Aust Pty Limited
 Devlin Stirling Joyes2010Advanced Diploma of Financial Planning FNS60410 - Investment Banking Institute ~ Certficate IV in Finance and Mortgage Broking - Kaplan Professional ~ DFP Diploma of Financial Planning - Kaplan ~ Fellow Chartered Financial Practitioners - Association Financial Advisers ~ RG146 928 Margin Lending - Kaplan Professional
 Diane Carol Emery2011Advanced Diploma - Business - TAFE ~ Advanced Diploma - Financial Planning - Deakin University ~ Masters Degree - Financial Planning - University of Sunshine Coast
 Dino Cataldo2009Advanced Diploma Financial Planning FNS60415 - Mentor Education ~ Diploma - Associate Diploma in Business - NSW Technical and Further Education ~ Diploma - Financial Planning - Mentor Education ~ Margin Lending - Advice Education
 Dishna Wijenayake2013Bachelor Degree - Business - Monash University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma - Financial Planning - Holmesglen Tafe ~ Masters Degree - Practising Accounting - Monash University ~ SMSF Accredited Adviser - SMSFA
 Dominic Anthony Zaccardo2013Certificate 3 Financial Services - Tafe SA ~ DPML Margin Lending - Pinnacle ~ Diploma of Financial Services - Kaplan
 Dominic Cogger2000CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Douglas Horsford2006Advanced Diploma - Financial Planning - Kaplan
 Duncan John Mcfarlane2012Diploma - Financial Planning - Traineeship Management Australia Pty Ltd
 Dwayne Hameister2003Advanced Diploma - Financial Planning - Tribeca ~ CFP - Certified Financial Planner - Financial Planning Association of Australia
 Efstathia Cossey2009Bachelor Degree - Science in the Faculty of Mathematical and Computer Science - University of Adelaide ~ Diploma - Financial Planning - Mentor Education
 Elise Fitzgerald2006Advanced Diploma - ADFP - Kaplan ~ Diploma - Business Diploma - Saskatchewan Institute of Technology
 Elise Jane Anderson2015Bachelor Degree - Commerce - Deakin University ~ Certified Financial Planner - Financial Planning Association ~ Managed Investments & Securities & Derivatives - Kaplan Professional ~ Margin Lending - Kaplan
 Elizabeth Ann Maroney1991CFP - Financial Planning - Deakin University
 Emily Kate Richards2017Advanced Diploma of Financial Services - Kaplan ~ Bachelor of Business - University of Ballarat ~ Diploma in Financial Services - Kaplan
 Emma Claire Johnson2007Advanced Diploma - Financial Planning - Deakin University
 Emmi Peta Miller2018Graduate Diploma of Financial Planning - Securities Institute
 Errol Woodbury1985CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - FPA Diploma of Financial Planning - Financial Planning Association of Australia
 Esti Appleby2005Advanced Diploma - Financial Planning - ThreeSixty ~ Bachelor of Engineering - Queensland University of Technology
 Evan Goode1995Advanced Diploma - Financial Planning - Deakin University ~ Bachelor of Economics - University of New England ~ Life Risk Specialist - Financial Planning Association of Australia
 Felix Solomon Sher1982Advanced Diploma - Financial Planning - International Association of Financial Planning ~ Associate Degree - Chartered Insurance Institute - Chartered Insurance Institute ~ CFP - Certified Financial Planner - Financial Planning Association of Australia
 Fintan Keogh1995Advanced Diploma - Financial Planning - RMIT University
 Fionne Renee Mckillop2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor Degree (Hons) - Law - University of Wollongong ~ Bachelor Degree - Commerce (Merit) - University of Wollongong ~ Diploma - Financial Planning - GWM Adviser Services Limited ~ Graduate Diploma - Legal Practice - University of Wollongong
 Friede Mae Roberts2014ADFS Advanced Diploma in Financial Services - Kaplan ~ DFP/DFS Diploma Financial Services - Kaplan
 Garth Andrew Craig2002Diploma of Financial Planning - Financial Planning Association (FPA) ~ FChFP Fellow Charted Financial Practitioner - Association of Financial Advisers
 Gary O'sullivan1985FChFP - Fellow Chartered Financial Planning - Mentor Education
 Gavin Branford2003Advanced Diploma - Business - Adelaide Institute TAFE SA ~ CFP - Financial Planning - Deakin University ~ Certificate - Certificate Financial services - National Finance Institute ~ Diploma - Financial services - AAMC
 Geoffrey Anthony Pacecca2008Bachelor Degree - Economics - Flinders University of South Australia ~ Graduate Diploma - Accounting - Flinders University of South Australia ~ Masters Degree - Business - University of South Australia ~ Masters Degree - Commerce - University of Western Sydney ~ Post Graduate - Certified Practicing Accountant (CPA) - Australian Society of Certified Practising Accountants
 Geoffrey Hickman1994Bachelor Degree - Accounting - Macquarie University ~ Diploma - Financial Planning - RMIT University
 Geoffrey Munday2003Bachelor Degree - Economics - University of Sydney ~ Bachelor Degree - Economics - University of Sydney ~ Diploma - Financial Planning - Deakin University ~ Diploma - Financial Planning - Deakin University ~ Other - Registered Tax Agent - Tax Practitioners Board ~ Other - Registered Tax Agent - Tax Practitioners Board
 George EL Jouni2006Advanced Diploma - Finanacial Planning - Kaplan ~ Advanced Diploma - Management and Marketing - Sydeny Institute of TAFE ~ Diploma - Financial Planning - Three Sixty
 Gerard Anthony Hansen2011Diploma - Financial Services Financial Planning - RG Training Australia
 Girolamo Donato2006Advanced Diploma - Financial Planning - Kaplan Professional ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Advising - Securities Institute
 Glen Belcher2018Bachelor of Commerce - University of Wollongong ~ Diploma of Financial Services (Financial Planning) - Monarch Institute
 Glenn David Pitt2006Bachelor Degree - Business - University of Technology Sydney ~ Diploma - Financial Planning - MLC Three Sixty Education ~ Graduate Diploma - Financial Planning - Financial Services Institute of Australasia ~ Other - Fellow Chartered Financial Practitioner - MENTOR Education ~ Other - SMSF Specialist Adviser - SPAA
 Graeme John Richardson2003Advanced Diploma - Financial Planning - Deakin University
 Graeme Kenneth Wandel1992CFP - Diploma of Financial Planning - Financial Planning Association of Australia
 Gregory Charles Schmidt2003Advanced Diploma - Financial Planning - Deakin University ~ Bachelor Degree - Business - University of Queensland
 Gregory Dean Witt1998CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia ~ Diploma - Superannuation Management - Macquarie Univesity
 Gregory Linton1998Certificate - Business Studies - Accounting - Education Department of Tasmania - Division of Further Education ~ Diploma - Financial Planning - Financial Planning Association in cooperation with Deakin University
 Gregory Rougier Dowse2007Advanced Diploma - Financial Planning - Kaplan Professional ~ Bachelor Degree - Commerce - Notre Dame University ~ Diploma - Financial Planning - Kaplan Professional
 Hamish Colin Pearce2007Advanced Diploma - Financial Planning - Kaplan Professional Australia ~ Bachelor Degree - Commerce - Newcastle University
 Harro Wennrich2006Advanced Diploma - Financial Planning - ThreeSixty ~ Bachelor Degree - Business - Royal Melbourne Institute of Technology ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Intellitrain
 Hayden Allen1999Bachelor Degree - Economics - Flinders University of South Australia ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma - Financial Planning - FINSIA
 Hayley Groves2018Bachelor of Commerce - University of Wollongong ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Heather Anne Woods2009Diploma - Cert IV in Financial Services - Institute of Financial Services ~ Diploma - Financial Planning - Kaplan
 Helen Mundy2018Bachelor of Economics - University of New England ~ Certified Practicing Accountant - CPA Australia ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Masters of Business Administration - Charles Sturt University
 Helen Patricia Janetzki2003Bachelor Degree - Business - University of South Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia Limited
 Howard Carr2012Advanced Diploma - Financial Planning - International Institute of Technology ~ Diploma - Financial Planning - International Institute of Technology ~ Master of Business Administration (Finance) with Distinction - University of Leicester
 Hung Tran2012Advanced Diploma - Financial Planning - Kaplan ~ Diploma - Business Banking and Finance - TafeSA ~ Diploma - Financial Planning - Finsia
 Ian Alter1992CFP - Certified Financial Planner - Deakin University
 Ian Benson1988Advanced Diploma - Financial Planning - ThreeSixty ~ Certificate - Certificate from Australian Invetment Planners Association - Independent Centre of Investment and Financial Planning ~ Diploma - Financial Advising - Securities Institute
 Jackson Loong2001Bachelor Degree - Commerce - Macquarie University ~ Graduate Diploma - Financial Planning - Securities Institute of Australia
 James Boon1993Certified Financial Planner - Financial Planning Association ~ Diploma Financial Planning (DFP 1-8) - Deakin University ~ Margin Lending - MLC Advice Education
 James Francis Fisher2018Graduate Diploma of Financial Planning - The Securities Institute of Australia
 James Fraser Nickols2017Diploma of Financial Planning - Kaplan
 James Morton Kelly2017Diploma of Financial Services (Financial Planning) - Kaplan
 James Patrick Finnerty1982Diploma - Financial Planning - Financial Planning Association in conjunction with Deakin University
 Jamie William Wright1998CFP - Certified Financial Planner - Financial Planning Association of Australia
 Jane Elizabeth Cooper2016Bachelor of Arts - University of Queensland ~ Bachelor of Business (Financial Planning) - RMIT University
 Jared Matthew Casement2005Advanced Diploma - Financial Planning - Tribeca ~ Bachelor Degree - Management - University of the Sunshine Coast ~ CFP - Certified Financial Planner - Financial Planning Association of Australia
 Jarrod Owen2011Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Business Administration (Financial Planning) - Deakin University
 Jarryd Vinton2008Bachelor of Commerce (Financial Planning) - University of Wollongong ~ Certified Financial Planner - Financial Planning Association
 Jason Abrahams2000Graduate Diploma - Applied Finance and Investment - Securities Institute
 Jason Flavel2005Advanced Diploma - Financial Planning - Kaplan Professional ~ Diploma - Financial Services - Finance Mortgage Broking Management - Kaplan Professional
 Jason Neville Weir2006Advanced Diploma of Financial Planning - kaplan ~ Certificate - Certificate IV in Financial Services - Finance and related services training academy ~ Diploma - Financial Planning - Financial Services Training and Assessment Pty Ltd
 Jason Phillip Ale2012Bachelor Degree - Commerce - University of Newcastle ~ Diploma - Financial Planning - Kaplan
 Jason William Mudge1994Bachelor Degree - Economics - Flinders University of South Australia ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Jaye O'hanlon Featherby2018Bachelor in Commerce - University of Sunshine Coast
 Jeffrey Darren Noble1997Diploma - Financial Planning - Ibi institute ~ Masters Degree - Financial Planning - Deakin university
 Jeffrey Graeme Munro2015Bachelor Degree - Business Management - Charles Sturt University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Jenneke Ann Mills2018Bachelor of Commerce major in Financial Planning - University of Wollongong
 Jennifer Brookhouse2018Bachelor of Commerce major in Accountancy - University of Canberra ~ Diploma of Financial Planning - Financial Planning Association of Australia
 Jodie Lee Whykes2000Bachelor Degree - Commerce - Deakin University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Deakin University
 Jodie-lee Pyke2007Certified Financial Planner - Financial Planning Association ~ Diploma Financial Planning (DFP 1-8) - Deakin University ~ Other - Self Managed Super Funds FPA - Financial Planning Association of Australia
 John Darby1982Advanced Diploma - Financial Planning - Deakin University
 John Demasi2018Advanced Diploma of Financial Planning - Tribeca Learning
 John Harris1999Certificate - Business Studies Accounting - Education Department of Tasmania ~ Diploma - Financial Planning - Financial Planning Association of Australia
 John Murray Mclellan1991Diploma - Financial Planning - Deakin University
 John Sebastian Dalle Cort2002Advanced Diploma - Applied Finance and Investment - Securities Institute of Australia ~ Bachelor Degree - Commerce - Griffith University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia
 Jonathan Ashley DE Fries2018Bachelor of Economics - University of Sydney
 Jonathan Scott Brittain2006Advanced Diploma - Financial Planning - THREE SIXTY ADVISER CAMPUS - DEAKIN UNIVERSITY ~ Diploma Financial Planning - Deakin University
 Jordan Luke Burdon2005Advanced Diploma - Financial Planning - Kaplan ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - FINANCIAL PLANNING - AMP
 Jordyn Ramsay2018Bachelors Degree(s) - Arts - Australian National University ~ DFP / DFS Diploma Financial Services - Mentor
 Joshua William Hamblin2009Advanced Diploma - Financial Planning - Pinnacle FInancial Services Academy ~ Diploma - Financial Planning - RG Training Australia ~ Masters Degree - Business in Finance - University of Technology Sydney
 Jue Sivieng2006Advanced Diploma - Financial Planning - Tribeca ~ Bachelor Degree - Financial Administration - University of New England ~ Post Graduate - Certified Practicing Accountant (CPA) - Australian Society of Certified Practicing Accountants
 Julian Farmer1994AFMA Accreditation Examination - AFMA Services Pty Ltd ~ Bachelor of Business (Economics) - Charles Sturt University ~ Bachelor of Business (Economics) - Charles Sturt University
 Julian Peter Michael Battistella1995CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Deakin University ~ Other - Registered Tax Agent - Australian Government Tax Practitioners Board ~ Other - SMSF Specialist Advisor - SMSF Professionals Association of Australia
 Julie Anne Van Meegen2003Diploma - Financial Planning - Deakin University ~ Masters Degree - Commerce - University of Western Sydney
 Julie Ellen Schafer-evans2005Applied Finance - University of Western Sydney
 Justin George Beamish2005Diploma Financial Services (Financial Planning) - Mentor Education
 Justin John Putman2005Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Advanced Diploma of Financial Services - Kaplan ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Foundation DFP - Financial Planning Association (FPA) ~ SPAA - SMSF Specialist Accreditation - SMSF Association
 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 - Deakin University
 Karen Maree Benfield2002CFP - Certified Financial Planner - Financial Planning Association of Australia
 Karina Elizabeth Dorogi2005CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Deakin University
 Kate Cook2011Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Kate Margret Phillips2005Advanced Diploma - Financial Planning - Tribeca ~ Bachelor Degree - Education - Uni of SA ~ Bachelor Degree - Teaching - University of SA ~ Diploma - Financial Services - Tribeca
 Kathleen Ann Lewis2010Advanced Diploma - Financial Planning - Kaplan ~ Cavendish & ICFS Specialist SMSF Course - University of Adelaide ~ Graduate Diploma - Financial Planning - Kaplan
 Kathryn Allyssa Kyle2013Advanced Diploma - Financial Planning - Kaplan Professional ~ Bachelor Degree - Business - Monash University
 Kathryn Ann Elizabeth Casey1998CFP - Financial Planning - Deakin University ~ Diploma - Personnel and Industrial Relations - Dept Employment Technical Education
 Kathy Banh2018Bachelor of Business major in Financial Planning - Western Sydney University
 Kevin Francis Mccarthy2004Advanced Diploma - Financial Planning - Mentor Education Group ~ Bachelor Degree - Business - University of Southern QLD
 Kevin Redfearn2001CFP - Certificate Financial Planning - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Kevin William Mcdonald2014Advanced Diploma Financial Planning FNS60410 - Kaplan Professional ~ Bachelor of Commerce (Fin.Econ.) - University of Wollongong ~ Certified Financial Planner - Financial Planning Association ~ Diploma Financial Planning FNS50611 - Kaplan Professional
 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 Ronald White2018Advanded Diploma of Financial Services - Mentor ~ Diploma of Financial Services - MLC ~ Master of Arts - York St John University
 Lara Notarianni2016Bachelor of Commerce - University of Wollongong ~ CFP - Certified Financial Planner - Financial Planning Association of Australia
 Laura Sheather2018Bachelor of Commerce (Finance) - Deakin University
 Lawrence Orlando1988Certificate - Financial Planning - Deakin University
 Lee Fen Goh2008Advanced Diploma - Financial Planning - Kaplan
 Lee Katie Nickelson2013Advanced Diploma of Financial Planning - Kaplan ~ Behavioral Science - LaTrobe ~ Certified financial Planner - FPA ~ Diploma of financial planning - Kaplan
 Leon Phillips1993Advanced Diploma - Financial Planning - Integratec
 Liam Diggin1993Diploma - Financial planning - Kaplan ~ Graduate Diploma - Financial planning - University of western sydney
 Lisa Smith2017Advanced Diploma Financial Planning FNS60415 - Mentor Educ. ~ Bachelor Laws - University of Western Australia ~ Diploma Financial Planning FNS50611 - Kaplan Professional ~ Master Laws - Queensland University Technology
 Louis Georgiou1987Advanced Diploma - Financial Planning - Deakin
 Louise Raylene Gibson2016Diploma of Financial Planning - Mentor ~ Tier 1 Margin Lending - Personal Advice - kaplan
 Luke Andrew Marton2007Advanced Diploma Financial Services (Financial Planning) FNB60402 - Kaplan Professional ~ Bachelor of Commerce - Griffith University ~ Diploma Financial Services (Financial Planning) FNS50804 - GWMAS ThreeSixty ~ Margin Lending & Geared Investments - Kaplan Professional ~ Master of Commerce (Applied Finance) - Griffith University
 Luke Anthony Patricks2008Advanced Diploma - Financial Planning - Kaplan ~ Bachelor Degree - Commerce - University of Queensland ~ Bachelor Degree - Law - University of Queensland ~ Diploma - Financial Services - Kaplan
 Luke John Taylor2005Advanced Diploma - Financial Planning - Tribeca ~ Bachelor Degree - Business - University of the Sunshine Coast ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Intellitrain
 Luke Timothy Everson2018Advanced Diploma of Financial Planning - Kaplan Australia ~ Diploma of Financial Planning - ThreeSixty
 Luke Youd2015Bachelor of Business (Financial Planning) - RMIT University ~ Self Managed Super Funds - Kaplan ~ Tier 1 - Margin Lending - Kaplan
 Lyndsay Wayenberg2015Diploma - Financial Planning - Kaplan Professional
 MY Yen DU2018Diploma of Financial Planning - International Institute of Technology
 Manjit Singh2000Diploma - Financial Planning - Deakin
 Mansi Himanshu Desai2018Bachelor of Commerce (Accountancy) - University of Mumbai ~ Diploma of Financial Planning - Pinnacle Financial Services Academy
 Marc Travis Cook2015Advanced Diploma Of Financial Planning - Kaplan ~ Bachelor of Commerce - University of Ballarat ~ Diploma of Financial Planning - MLC Three Sixty
 Marcus Charles Carlson2016ADFP - Kaplan Professional
 Marcus Larcombe2018DFP / DFS Diploma Financial Services - KAPLAN
 Marcus Ramsey Mcguren1997Bachelor Degree - Business - Edith Cowan University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Deakin University
 Marcus Stuart Thompson2018Diploma of Financial Services - Association of Super Funds of Australia (ASFA)
 Maria Ash2018Diploma of Financial Planning - Integratec
 Marion Jean Kilsby1999Advanced Diploma - Financial Planning - Deakin University ~ Diploma - Financial Services Finance and Mortgage Broking Management - Kaplan
 Mark Anthony Connell2000CFP - Certified Financial Planner - Deakin University and Financial Planning Association of Australia ~ Diploma - Financial Planning - Deakin University and Financial Planning Association of Australia ~ Other - SPAA SMSF Advisor SSA (Specialist) - SPAA now the SMSF Association
 Mark Anthony Farmer2001CFP - Financial Planning - Deakin University
 Mark Carroll1998CFP - Certified Financial Planner - Financial Planning Association of Australia
 Mark Christopher Plaskitt2007Advanced Diploma - Financial Planning - Tribeca ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Tribeca
 Mark Mcneany1991Bachelor Degree - Legal - LaTrobe University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Mark Peters1969Bachelor Degree - Education - Sydney University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Mark Robert Taylor2005Bachelor Degree - Business Management - QUEENSLAND INSTITUTE OF TECHNOLOGY ~ CFP - Certified Financial Planner - Financial Planners Association ~ Diploma - Financial Planning - Financial Planning Association of Australia ~ Graduate Diploma - Management - MACQUARIE UNIVERSITY
 Marnie Moana Maloney2009Advanced Diploma of Financial Services - ThreeSixty ~ Diploma of financial Services - MLC
 Martin John Cook2012Advanced Diploma Financial Planning FN60415 - Mentor Education ~ Bachelor Degree - Commerce - University of Western Sydney ~ Diploma - Financial Planning - FutureStaff
 Martin Joseph Hunter1984CFP - Certified Financial Planner - Financial Planning Association of Australia
 Martin Joseph Kirkman2000CFP - Financial Planning - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Martin LE Tessier1994Bachelor of Commerce - University of Western Australia ~ Diploma of Financial Planning - Deakin University
 Martina Ann Taylor2018Diploma of Financial Planning - Financial Planning Association of Australia
 Mary Therese Kelly2013Advanced Diploma - Financial Planning - Kaplan Education ~ Certified Financial Planner - FPA ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma - Financial Planning - Kaplan Education
 Mary Ursula Joanna Campbell2010Bachelor Degree - Commerce - University of Canberra
 Mathew Bateman2000Advanced Diploma - Financial Planning - Deacon University
 Matthew Errol Noferi2001Bachelor Degree - B Commerce - University of Wollongong ~ Bachelor Degree - Science and Technology studies - University of Wollongong ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Matthew Hastie1997CFP - Certified Financial Planner - Financial Planning Association of Australia
 Matthew James Robertson1997CFP - Financial Planning - Financial Planning Association of Australia ~ Diploma - Financial Planning - Deakin
 Matthew Neill2010Advanced Diploma - Financial Planning - Kaplan Professional ~ Bachelor Degree - Business - La Trobe University ~ Certified Financial Planner - Financial Planning Association ~ Diploma - Financial Planning - Kaplan Professional
 Matthew Peter Young2011Diploma - Financial Planning - MENTOR EDUCATION GROUP
 Matthew Rea2018Bachelor of Commerce - Deakin University ~ Certificate IV Mortgage Broking - Kaplan
 Matthew Thomas Starcevich2002Advanced Diploma - Financial Planning - Kaplan ~ Bachelor Degree - Commerce - Curtin University of Technology ~ Diploma - Financial Services - Tribeca
 Matthew William Hawkins2009Bachelor of Commerce - University of Tasmania ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Melanie Grace Lever2014Bachelor Degree - Business - La Trobe University Mildura ~ Bachelor Degree - Business - Royal Melbourne Institute of Technology ~ Certified Financial Planner - Financial Planning Association of Australia
 Melissa Bird2018Bachelor of commerce - University of Melbourne ~ CPA Certified Practicing Account - CPA Australia ~ Chartered Accountant - CA ANZ ~ Diploma of Financial Planning - Kaplan ~ Master of Taxation - University of NSW
 Michael Dudesin2009Bachelor Degree - Commerce - Deakin University ~ Masters Degree - Commerce - Deakin University
 Michael Gordon Martin2004Diploma - Financial Planning - Financial Services Training and Assessment Pty Ltd ~ Graduate Certificate in Financial Planning - Kaplan
 Michael James Chalmers1998Bachelor Degree - Business - RMIT ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Deakin University
 Michael Jeffs2005Bachelor Degree - Business - Royal Melbourne Institute of Technology ~ CFP - Certified Financial Planner - Financial Planning Association of Australia
 Michael John Templeton1992CFP - Diploma of Financial Planning - Financial Planning Association of Australia
 Michael Keith Hodge2003Diploma - Financial Planning - Deakin University
 Michael Konstas1999Bachelor Degree - Education - Macquarie University ~ CFP - Certificate Financial Planner - Financial Planning Association of Australia ~ Masters Degree - Commerce - University of Sydney
 Michael Miller2005Bachelor Degree - Commerce - University of Canberra ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Kaplan ~ Graduate Certificate - Graduate Certificate in Finance - Charles Sturt University ~ Masters Degree - Business - Charles Sturt University
 Michael Thomas Stephen New1994Bachelor Degree - Education - Edith Cowan University ~ Diploma - Financial Planning - Deakin University ~ Professional Certificate - Self-Managed Super Funds - University of Adelaide
 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
 Michael Yeow Siang Tan1996Bachelor Degree - Commerce - University of Western Australia ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Masters Degree - Business - Western Australian Institute of Technology
 Michelle Galvin1991CFP - Certified Financial Planner - Financial Planning Association of Australia
 Mike Sikar2009Advanced Diploma - Financial Planning - Kaplan ~ Bachelor Degree - Business - University of Technology ~ Graduate Diploma - Applied finance and investment - FINSIA
 Monique Woo2018Diploma of Financial Planning - ThreeSixty
 Murray Alan Barnes1994Diploma Financial Services - Mentor
 Najeeb Farfoud2005Advanced Diploma - Masters of Financial Planning - Sunshine Coast University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia
 Nathan Lionel Harris2001Bachelor Degree - Business - Monash University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia Limited ~ Diploma - Financial Advising - Securities Institute of Australia
 Nathan Rogers2003Advanced Diploma - Financial Planning - Tribeca ~ Bachelor Degree - Commerce - University of Ballarat ~ Diploma - Finance and Mortgage Broking Management - The National Finance Institute ~ Diploma - Financial Planning - Tribeca
 Neale Doust2016Bachelor of Business - Southern Cross University ~ Diploma of Financial Planning (DFP 1-4) - Kaplan ~ Professional Year - CA Designation - Institute of Chartered Accountants
 Neil Robert Dyson1989Advanced Diploma - Financial Planning - Kaplan
 Nicholas George Georgiou2014Advanced Diploma - Financial Planning - Kaplan
 Nicholas James Girle2000Diploma - Financial Planning - Deakin University ~ Masters Degree - Financial Planning - University of the Sunshine Coast
 Nicole Florisson2008Bachelor Degree - Business - University of Tasmania ~ CFP - Certified Financial Planner - Deakin University ~ Diploma - Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - University of Adelaide
 Nicole Harris2018Advanced Diploma of Financial Planning - Integrity Education ~ Diploma of Financial Planning - Mentor Education ~ Graduate Certificate of Financial Planning - Deakin University
 Nikola Radoicic2016Bachelor of Commerce & Applied Finance - University of South Australia
 Noel Lisle Land1981Bachelor Degree - Business - QUT ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia ~ Diploma - Life Insurance - Deakin University ~ Graduate Diploma - Education - CDU
 Noel Sidney Shephard2012Diploma - Financial Planning - International Institute of Technology
 Oliver Ladd2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Osman Ozkara2016Advanced Diploma of Financial Planning - Integrity Education ~ Diploma Financial Services ( Financial Planning) - Integrity Education
 Paolo Giovanni Betti1993CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Parasuraman Chandran2018Bachelor of Electronics Engineering - Madurai kamaraj University ~ DFP/DFS Diploma Financial Services - Integrity Education
 Patrick Michael Forrester2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Paul Adam Cetrangolo2010Advanced Diploma - Accounting - Tafe SA ~ Advanced Diploma - Financial Planning - International Institute of Technology ~ Certificate - Certificate IV in Financial Services - Association of Superannuation Funds of Australia Limited ~ Diploma - Financial Planning - Financial Services Institute of Australasia
 Paul Anthony Rawson1983Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma Financial Planning (DFP 1-8) - Deakin University
 Paul Blackadder1997Bachelor Degree - Law - Charles Darwin University ~ Diploma - Financial Planning - Deakin University
 Paul Friedrich1990Certificate - Listed Products Accreditation Course - UNSW Faculty of Law ~ Diploma - Financial Planning - Deakin University
 Paul Gregory Plummer1988Diploma - Financial Advising - Securities Institue of Australia
 Paul Harold Schnelle2001Bachelor Degree - Business - RIVERINA COLLEGE OF ADVANCED EDUCATION
 Paul John Knight1990Advanced Diploma - Financial Planning - Deakin University ~ Diploma - Financial Planning - Deakin University ~ Other - Commissioner for Declarations (QLD) - Queensland Government
 Paul John Sargeant1983CFP - Diploma of Financial Planning - Financial Planning Association of Australia
 Paul Morgan Cooke2003Bachelor Degree - Economics & Accounting - Australian National University ~ Diploma - Certified Practicing Accountant - CPA Australia ~ Diploma - Financial Planning - Deakin Universtiy ~ Diploma - Securities Institute of Australia - The Securities Institute of Australia
 Paul Taylor2009Certificate of Superannuation Management - The Association of Superannuation Funds Australia (ASFA) ~ Diploma of Financial Planning - ThreeSixty ~ Diploma of Insurance - Australian Insurance Institute
 Paul Zoethout2003Certificate - Superannuation Management - The Association of Superannuation Funds of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Peta Jean O'sullivan2018Diploma of Financial Planning - Mentor Education
 Peter Charles Arnold2018Diploma of Financial Planning - Kaplan Australia
 Peter David Coulthard1993Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Deakin University ~ Graduate Diploma - Business - Monash University
 Peter Geoffrey Rawlings1983Diploma - Financial Planning - Deakin University ~ Diploma - Financial Planning - Deakin University
 Peter Hamilton2000Bachelor Degree - Business - Central QLD University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association and Deakin University
 Peter John Sheather1978CFP - Financial Planning - Deakin University
 Peter Spencer1989Advanced Diploma - Financial Planning - Tribeca ~ Diploma - Financial Planning - Tribeca
 Peter Wallace2000Advanced Diploma - Management - University of SA ~ CFP - Certified Financial Planner - Financial Planning Association of Australia
 Petro John Triantafyllou2005Bachelor Degree - Business - Vic Uni
 Philip Leo Watt2018Diploma of Financial Planning - The Association of Superannuation Funds of Australia (AFSA)
 Phillip Brady1988CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Deakin University ~ Graduate Diploma - Applied Finance - Kaplan ~ Masters Degree - Applied Finance - Kaplan
 Prashant Sood2018Diploma of Financal Planning - Kaplan Professional
 Purnaka Pushpalal Kumarasena2010Diploma - Financial Planning - Pinnacle Financial Services Academy
 Rachael Appleby Fischer2011Bachelor of Commerce (Financial Planning) - University of the Sunshine Coast (USC) ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional
 Rachel Maree Martin2003Advanced Diploma - Financial Planning - Kaplan
 Ralph Zamykal1990Advanced Diploma - Financial Planning - Tribeca
 Renee Jane Hush2007Advanced Diploma - Financial Planning - Pinnacle Education ~ Bachelor Degree - Business - Charles Sturt University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Kaplan Education
 Reuven Blecher2018Diploma of Financial Planning - Financial Planning Association of Australia
 Rhonda Ann Mckenzie1997Diploma - Financial Planning - Financial Planning Association of Australia
 Richard Andrew Ophel1989Advanced Diploma - Financial Planning - Kaplan
 Richard Dean Brannelly2001Bachelor Degree - Commerce - University of Queensland ~ Diploma - Financial Planning - Financial Planning Association of Australia ~ Other - SMSF Adviser (Specialist) - SMSF Association ~ Post Graduate - Certified Practicing Accountant (CPA) - CPA Australia
 Richard Dziuba1994Certificate - Financial Planning - Deakin University
 Richard John Shaiel Gosling2003Advanced Diploma - Financial Planning - Integratec ~ Certificate - Life Risk Specialist - Financial Planning Association of Australia ~ Diploma - Financial Planning - Integratec
 Richard Lindley2003Diploma - Financial Planning - Macquarie University ~ Diploma - Insurance Institute - Australian Insurance Institute ~ Diploma - Superannuation Management - Macquarie University
 Richard Zbigniew Koral2001Bachelor Degree - Commerce - University of Tasmania ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Certificate - Cert III in Mortgage Lending - TAFE NSW ~ Masters Degree - Business Administration - University of New England ~ Post Graduate - Chartered Accountant (CA) - Institute of Chartered Accountants
 Ricky Neville Kennedy1988CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Certificate - Finance - Securities Institute of Australia ~ Certificate - SMSF Specialist Advisor (SSA) Accreditation - SMSF Association ~ Diploma of Financial Planning - FPA - Financial Planning Association of Australia
 Robert Chiswell2003Advanced Diploma - Financial Planning - Tribeca ~ CFP - Certified Financial Planner - Financial Planning Association of Australia Limited ~ Diploma - Financial Planning - Integratec
 Robert Ivan Fernandez2018Advanced Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - ANZ Insurance Institute - CIP
 Robert Kirtley2007Bachelor Degree - Commerce - Deakin University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia
 Robert Wolski2009CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma - Applied Finance and Investment - Kaplan Education
 Rodel Manlapid Claudio2003Bachelor Degree - Business & Economics - University of Queensland ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Kaplan ~ Masters Degree - Commerce - University of New South Wales
 Ronald Parker1992Bachelor Degree - Management Studies - Waikato University NZ ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Russell Bruce Crozier1987Diploma - Financial Planning - Financial Planning Association of Australia Limited
 Ryan Anthony Fennell2009Advanced Financial Planning - kaplan ~ Diploma - Financial Planning - Kaplan
 Ryan Garry Porter2009Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Mortgage Broking) - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Ryan John Oliver2006Advanced Diploma Financial Planning FNS60410 - Kaplan Professional ~ Diploma Financial Services (FP) FNS50804 - Kaplan Professional ~ Margin Lending - Kaplan Professional
 Ryan John Sealey2010Bachelor of Commerce (Financial Planning and Finance) - Deakin University ~ Certified Financial Planner - Financial Planning Association of Australia
 Salih Zorlu Ozkara1989CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Sam Koranias2016Bachelor of Business (Financial Planning) - La Trobe University
 Samuel Furler2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Applied Economics - University of Canberra ~ Bachelor of Commerce (Banking and Finance) - University of Canberra ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Samuel Patrick Wallis-smith1996Bachelor Degree - Commerce - The University of Adelaide ~ CFP - Certified Financial Planner - Financial Planning Association of Australia Limited ~ Diploma - Financial Planning - Deakin University
 Sarah Kathleen Owens2018Bachelor of Commerce - University of Wollongong ~ Certified Financial Planner - FPA
 Sarah Mcdonald2003CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Sarah Theresa Dickson2006Advanced Diploma - Financial Planning - Kaplan Education Pty Ltd
 Scott Andrew Kitchin2007Diploma - Financial Planning - The Tax Institute
 Scott Brown2011Advanced Diploma - Financial Planning - Kaplan ~ Bachelor Degree - Economics - Newcastle University
 Scott Haywood1997Bachelor Degree - Business - Monash University ~ Certificate - Certificate IV - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association of Australia Ltd ~ Diploma - Financial Planning - Deakin University ~ Diploma of Finance & Mortgage Broking Management - Kaplan Professional
 Scott Kirkwood1989CFP - Financial Planning - Deakin University - Melbourne
 Scott Tang2001Advanced Diploma - Financial Services - Kaplan ~ Diploma - Financial Planning - Kaplan
 Sean Atkins2005Bachelor Degree - Commerce - University of Wollongong ~ CFP - Certified Financial Planner - Financial Planning Association of Australia
 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 Degree - Business - University of the Sunshine Coast ~ Certified Financial Planner - Financial Planning Association
 Sean Patrick Young2015Advanced Diploma of Financial Planning - Kaplan ~ Bacholor of Phamacy - Griffith University ~ Diploma of Financial Planning - Kaplan ~ Master of Phamacy - Griffith University ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Seanne Baker2015Bachelor Degree - Commerce - University of Wollongong ~ Graduate Diploma - Financial Planning - KAPLAN HIGHER EDUCATION
 Serhan Mackey2007Advanced Diploma in Financial Planning - Chisholm College ~ Bachelor of Education - Cukurova University ~ Diploman in Financial Planning - Mentor Education ~ Master of Financial Planning - Kaplan Professional ~ Masters in Business - Victoria University of Technology
 Shane Andrew West2001Advanced Diploma - Financial Planning - Kaplan
 Shane Anthony Bonke2008Advanced Diploma Financial Planning FNS60415 - Kaplan Professional ~ Bachelor of Commerce (Law Fin) - James Cook University ~ Diploma Financial Services (FP) FNS50804 - Kaplan ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional
 Shane Joseph Butler1990CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Certificate - SMSF Specialist Adviser - Self Managed Super Fund Association ~ Diploma - Finance and Mortgage Broking Management - The National Finance Institute ~ Diploma - Financial Planning - Financial Planning Association of Australia
 Shane Lamprey1998Advanced Diploma - Financial Planning - Deakin and ThreeSixty
 Shannon David Whittington2002Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services - Tribeca
 Sharan Sheth2011Certified Financial Planner - Financial Planning Association ~ Graduate Diploma in Management - Central Queensland University ~ Masters of Commerce - Griffith University
 Shaun Patrick Dewberry2001CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association Deakin University ~ Masters Degree - Financial Planning - University Sunshine Coast
 Shaun Trimnell-ritchard2003Advanced Diploma of Financial Planning FNS60415 - Mentor Education ~ Diploma - Financial Planning - Threesixty Adviser Campus
 Shawn Damian French2007Advanced Diploma - Banking and Finance - RMIT ~ Advanced Diploma - Financial Planning - Tribeca Learning Aust Pty Ltd ~ Diploma - Financial Services - AAMC ~ Diploma - Financial Services - Tribeca Learning Aust Pty Ltd
 Shu-yi Schulstad2008Advanced Diploma - Financial Planning - PS One Four Six Training Australia ~ Certificate - Workplace Assessment and Training - TAFE NSW ~ Masters Degree - Applied Linguistics - University of Technology Sydney
 Simone Christine Dudij2018Diploma of Financial Planning - MLC ThreeSixty
 Sotos Zervides2000Bachelor Degree - Phillip Institute of Technology RMIT ~ Diploma - Financial Planning - Securities Institute
 Stavros Pallis2008Bachelor Degree - Commerce - Flinders University of SA ~ Diploma - Financial Planning - Kaplan ~ Post Graduate - Chartered Accountant (CA) - Institute of Chartered Accountants ~ Post Graduate - Chartered Accountants Program - Institute of Chartered Accountants
 Stephen James Casella2006Advanced Diploma - Financial Planning - GWM Adviser Services Ltd trading as ThreeSixty ~ Diploma - Financial Planning - GWM Adviser Services Ltd trading as ThreeSixty
 Stephen James Thynne2018DFP / DFS Diploma Financial Services - KAPLAN ~ Graduate Diploma - Kaplan
 Stephen John Culpitt2016Bachelor of Commerce - Deakin University ~ CPA Certified Practicing Accountant - CPA Australia ~ Diploma of Financial Planning - Monarch Institute ~ Registered Tax Agent - Tax Practitioners Board
 Stephen Nielsen2007Advanced Diploma - Business - Northpoint TAFE ~ Advanced Diploma - Financial Planning - Kaplan Tribeca ~ Bachelor Degree - Commerce - Griffith University ~ FChFP - Fellow Chartered Financial Planning - Kaplan Professional ~ Masters Degree - Business Administration - University of Southern Queensland
 Stephen Raymond Kelly1988CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Certificate - Business Studies - National Institute of Accountants ~ Diploma - Financial Planning - Deakin University
 Stephen Ronald Hubner2000Advanced Diploma - Financial Planning - International Institute of Technology ~ Diploma - Finance and Mortgage Broking Management - Finance and Related Services Training Academy ~ Diploma Of FInancial Services (Margin Lending) - Investment Banking Institue
 Steven Nickelson2008Bachelor Degree - Commerce - Deakin University ~ CFP - Certified Financial Planner - Deakin University ~ Diploma - Company Directors Course - Australian Institute of Company Directors
 Steven VO2018Advanced Diploma of Financial Planning - MLC ThreeSixty
 Stuart Glover2005Advanced Diploma - Financial Planning - Kaplan Education ~ Bachelor Degree - Business (Credit) - University of Technology Sydney ~ Diploma - Financial Planning - Tribeca ~ Masters Degree - Management - Macquarie Graduate School of Management ~ Other - SMSF Accreditation (Specialist) - SMSF Association
 Susan Joy Baker1994Diploma - Financial Planning - Deakin University
 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 Financial Services (FP) FNS60404 - Kaplan ~ Bachelor Degree - Business Management - University of Queensland ~ Certified Financial Planner - Financial Planning Association ~ Diploma Financial Services (FP) FNS50804 - Kaplan Professional ~ Teir 1 Margin Lending - International Institute Technology
 Tammy Sheree Heidrich2004Bachelor Degree (Hons) - Law - Queensland University of Technology ~ CFP - FPA ~ DFP - Deakin University
 Tanya Louise Richards2006Advanced Diploma - Financial Planning - MLC Ltd ~ Diploma - Financial Planning - Kaplan
 Taryn Lee Hayne2008Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan
 Terence Dale Dall'osto1983Estate Planning - Kaplan ~ PS 146 Knowledge Assessment - Tribeca ~ Self Manged Superannuation Funds - Integratec
 Tharaka Leeniyagoda2018Bachelors Degree - University of Adelaide ~ Certified Practicing Accountant - CPA Australia ~ Diploma Financial Planning - Kaplan ~ Master of Business Accounting - University of South Australia
 Thomas Carstein2014Bachelor of Commerce - Deakin University
 Thomas Ian Whitley2015Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce - University of Tasmania
 Timothy James Kelly2008Advanced Diploma - Financial Planning - Deakin University
 Timothy James Swainston2018Bachelor of Business and Commerce - University of Western Sydney ~ DFP/DFS - Monarch Institute
 Timothy Leonard Bird1987Diploma - Financial Planning - Kaplan
 Timothy Loomis1991Advanced Diploma - Financial Planning - Financial Planning Association of Australia ~ CFP - Financial Planning - Financial Planning Association of Australia
 Toan Trinh Nguyen2001Certificate 4 Mortgage Broking - ISM ~ Diploma - Financial Planning - ThreeSixty Adviser Campus
 Todd Burnell2000Advanced Diploma of Financial Services - ThreeSixty (Kaplan) ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Deakin University
 Tom Jonathon Davis2008Advanced Diploma - Financial Planning - Pinnacle Financial Services Academy ~ Association Of Financial Advisers - Fellow Chartered Financial Planners ~ Diploma - Financial Planning - Pinnacle Financial Services Academy
 Tony Perich1999Advanced Diploma - Business Management - TAFE ~ Advanced Diploma - Financial Planning - Kaplan
 Tracey Andriske2013Advanced Diploma - Financial Planning - Kaplan Professional Education
 Trevor Neil Morony2004Advanced Diploma - Financial Planning - Three Sixty ~ Diploma - Financial Planning - Three Sixty
 Veronica Mcalister2018Advanced Diploma of Financial Services - Deakin ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University
 Vincent Patrick Dore2000Certificate - Financial Markets - The Securities Institute of Australia ~ Diploma - Financial Planning - The Financial Planning Association of Australia
 Vishal Bakshi2008Advanced Diploma - Financial Planning - Kaplan ~ Diploma - Financial Planning - Kaplan ~ Post Graduate Diploma - Rural Management (PGDRM) - Institute of Rural Management, Anand, India
 Warwick Judd Clout2018Diploma of Financial Planning - Kaplan
 Washington Mazambani2005Bachelor Degree - Applied Finance - Macquarie University ~ Certificate - Certificate III in Business Studies - Chartered Institute of Management Accountants ~ Diploma - Financial Planning - Tribeca Education ~ Masters Degree - Commerce - Macquarie University
 Wayne Andrew Powter2003Advanced Diploma - Financial Planning - ThreeSixty ~ Diploma - Financial Planning - ThreeSixty
 Wayne Owen1988CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia
 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
 Wilson Ter2014Bachelor Degree - Commerce - MONASH UNIVERSITY ~ Certified Financial Planner - Financial Planning Association ~ Graduate Certificate - Applied Finance - KAPLAN HIGHER EDUCATION ~ Graduate Diploma - Financial Planning - KAPLAN HIGHER EDUCATION
 Winston Michael October2015Advanced Diploma of Financial Planning - Kaplan
 Yihsing Koo2001Bachelor Degree - Accounting - Monash University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Masters Degree - Executive Master of Business Administration - Australian Graduate School of Management ~ Post Graduate - Chartered Accountant (CA) - Institute of Chartered Accountants in Australia
 Yvonne Parasuraman2015Advanced Diploma of Financial Planning (Qualification) - Integrity Education Group ~ Certificate Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional