H.e.s.t. Australia Ltd.

AFS License Number
235249
Name
H.e.s.t. Australia Ltd.
ABN/ACN/ARBN
66006818695
Licensee issued
Oct. 27, 2003
Address
Melbourne, 3000, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
life products limited to:
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 excluding investor directed portfolio services; and
superannuation;
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
superannuation; and
provide a superannuation trustee service
to retail clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Alan Joseph Sher 1998 2001 - Diploma of Financial Planning - - Financial Planning Association of Australia Ltd ~ 2005 - Masters of Financial Planning - - University of the Sunshine Coast ~ 2006 - Self Managed Superannuation Funds - - Tribeca learning (Aust) Pty Ltd ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional Pty Ltd ~ 2017 - CFP - Certificate (AQF 1-4) - Financial Planning Association of Australia Ltd
 Alexander Gunning 2011 2008 - Bachelor of Commerce - - University of Melbourne ~ 2013 - Advanced Diploma Financial Services (Financial Planning) - - Kaplan Professional ~ 2017 - Chartered Financial Practitioner - - Kaplan
 Alexis Jovic 2015 2013 - Bachelor of Business Commerce (Applied Economics) - Bachelor Degree (AQF 7) - University of Sydney ~ 2015 - Diploma of Financial Planning FNS50611 - Diploma (AQF 5) - Kaplan Australia ~ 2015 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Australia ~ 2015 - RG146 928 Margin Lending - Diploma (AQF 5) - Kaplan Australia ~ 2019 - Tax for financial advising - Other - Kaplan Australia
 Aman Jot Singh 2018 2017 - Bachelor of Commerce major in Accounting - Bachelor Degree (AQF 7) - Griffith University ~ 2017 - Bachelor of International Business - Bachelor Degree (AQF 7) - Griffith University ~ 2018 - Diploma of Financial Planning FNS50615 - Diploma (AQF 5) - Monarch Institute
 Andrew Peter George 2011 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2013 - Advanced Diploma of Financial Planning - - Kaplan
 Andrew Stephen Parish 2007 2006 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2011 - Graduate Certificate in Applied Finance - - Kaplan Professional ~ 2012 - Graduate Diploma in Financial Planning - - Kaplan Professional ~ 2015 - Master of Financial Planning - - Kaplan Professional
 Anne Dalton 2001 1986 - Bachelor of Arts - - La Trobe University ~ 2001 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2004 - Certified Financial Planner - Diploma (AQF 5) - Deakin University
 Ben Bradley 2012 2005 - Bachelor of Arts - - Deakin University ~ 2012 - Graduate Diploma in Financial Planning - - University of Sunshine Coast ~ 2017 - Master of Commerce - - Deakin University
 Ben Graham 2007 2008 - Graduate Diploma in Financial Planning - - Securities Institute
 Benjamin Thompson 2005 2007 - Diploma of Financial Planning - - KAPLAN ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - KAPLAN
 Daniel William Callaghan 2012 2002 - Bachelor of Business (Finance & Economics) - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education ~ 2014 - Certified Financial Planner - Professional Designations - FPA ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 David George Francis 2004 2001 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of Adelaide ~ 2004 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2008 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Ellie Bartlett 2018 2012 - Bachelor of Commerce (Economics and Financial Planning) - Bachelor Degree (AQF 7) - Curtin Univeristy ~ 2019 - Ethics and professionalism in financial advice - Bridging Course - Ethics - Kaplan Professional
 Fiona Kent 2002 2001 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2014 - Certified Financial Planner - Professional Designations - Financial Planning Association (FPA)
 Francesco Tigani 1996 1985 - Bachelor of Commerce - - Deakin University ~ 2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA/Deakin University ~ 2013 - CPA-Financial Planning Specialist - Professional Designations - CPA Australia ~ 2013 - Certified Financial Planner - - FPA ~ 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Genevieve Kirkman 2004 1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Queensland ~ 1999 - Bachelor of Laws - Bachelor Degree (AQF 7) - University of Queensland ~ 2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Australia ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Hosna Jamal 2014 2011 - Diploma - Financial Planning - - Kaplan ~ 2016 - Advanced Diploma of Financial Planning - - Mentor Education
 Jacob Knaus 2013 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - Graduate Certificate in Applied Finance - Graduate Certificate (AQF 8) - University of Newcastle ~ 2017 - Master of Business Administration - Masters Degree (AQF 9) - University of Newcastle
 Joel Brennan 2015 2014 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2018 - Accredited Listed Product Adviser Program (ALPA) - - Kaplan Professional ~ 2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Jonathan Standen 2004 2003 - Diploma Financial Planning - - FPA ~ 2009 - Certified Financial Planner - - FPA ~ 2022 - Master of Business Administration - Masters Degree (AQF 9) - Deakin University
 Kieran James Light 2018 2015 - Bachelor of Business (Economics) - - Queensland University of Technology ~ 2016 - Diploma of Financial Planning - - Monarch Institute
 Krishnee Ramkissoon 2017 2015 - Diploma of Financial Planning - - Integrity Education Group ~ 2017 - Advanced Diploma of Financial Planning - - Integrity Education Group
 Laura Elizabeth Dix 2014 2008 - Diploma Financial Services (Financial Planning) - - TAFE ~ 2013 - Advanced Diploma Financial Planning - - Kaplan Professional Education ~ 2017 - Masters of Business Administration (Finance) - - Australian Institute of Business
 Lavanya Aravinthan 2018 2014 - RG146 - - AIST ~ 2018 - Diploma of Financial Planning - - Kaplan
 Linda Panaszek 2015 2002 - Diploma of Financial Markets - - Securities Institute ~ 2011 - Margin Lending and Geared Investments - - Kaplan ~ 2014 - Bachelor of Commerce - - University of South Australia ~ 2015 - Diploma of Financial Planning - - Mentor Education ~ 2019 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan
 Lisa Moran 2006 2000 - Bachelor of international business - - Flinders university ~ 2004 - Diploma of Financial Services - - Tribeca ~ 2011 - Margin Lending and Geared Investments - - Kaplan ~ 2014 - Advanced diploma of financial services - - mentor ~ 2015 - Self Managed Superannuation Funds - - Kaplan
 Mark Wojtas 2011 2000 - Bachelor of Business in Banking and Finance - - Victoria University ~ 2007 - Graduate Certificate in Finanical Planning - - FINSIA ~ 2008 - Graduate Diploma in Applied Finance (Financial Planning) - - KAPLAN ~ 2012 - Certified Financial Planner - - FPA
 Martin Hegarty 2008 2007 - Diploma of Financial Services (Financial Planning) - - TAFE ~ 2008 - Graduate Certificate in Financial Planning - - Finsia ~ 2009 - Graduate Diploma of Applied Finance (Major in Financial Planning) - - Kaplan ~ 2015 - TASA & TPB Code of Professional Conduct - - Kaplan
 Melissa Foster 2016 2012 - Diploma of Financial Services - - Kaplan ~ 2019 - Financial Planning - Advanced Diploma (AQF 6) - Kaplan
 Michael Butler 2011 2006 - Bachelor of Science - - Monash University ~ 2008 - Graduate Diploma of Education - - University of Melbourne ~ 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2016 - Advanced Diploma of Financial Planning - - Mentor Education
 Noreen Gwena 2018 2013 - Bachelor of Commerce (Professional Accounting) - Bachelor Degree (AQF 7) - Macquarie University ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional Education
 Patrick Toffoli 2007 2006 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2010 - Graduate Certificate of Financial Planning - - Kaplan ~ 2013 - Graduate Diploma of Financial Planning - - Kaplan ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
 Pooja Chadha 2016 2000 - Bachelor of Mathematics - - Delhi University ~ 2007 - Master of Accounting - - Central Queensland University ~ 2015 - Diploma of Financial planning - - Monarch Institute ~ 2016 - Advanced Diploma of Financial Planning - - Monarch Institute
 Rodham Pitt 2018 2017 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University
 Saurabh Shah 2008 1996 - Bachelor of Commerce - - Gujarat University ~ 2001 - Master of Business Administration - - Victoria University ~ 2008 - Diploma of Financial Services (Financial Planning) - - KAPLAN ~ 2019 - Advanced Diploma of Financial Planning - - Kaplan Professional
 Sze Rong Chan 2014 2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2017 - CFP Certification Program - Professional Designations - Financial Planning Association of Australia ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Zoe Wan 2017 2014 - Bachelor of Commerce (Finance & Marketing) - - University of New South Wales ~ 2017 - Diploma of Financial Planning - - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - - Mentor Education ~ 2022 - TASACLv2 Commercial Law - Other - Kaplan Professional ~ 2022 - TFAv1 Tax for Financial Advising - Other - Kaplan Professional