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Hillross Financial Services Limited

AFS License Number
232705
Name
Hillross Financial Services Limited
ABN/ACN/ARBN
77003323055
Licensee issued
Jan. 1, 2004
Address
Sydney, 2000, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products 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;
superannuation; and
financial products limited to:
miscellaneous financial investment products limited to MDA services; 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;
interests in managed investment schemes excluding investor directed portfolio services;
interests in managed investment schemes limited to:
MDA services;
securities; and
financial products limited to:
miscellaneous financial investment products 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;
superannuation; and
financial products limited to:
miscellaneous financial investment products limited to MDA services;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Adam Lea Coles2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Aldo Domenico Viviani2009Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd ~ Certificate IV in Finance and Mortgage Broking - AAMC Training Group ~ Diploma of Finance and Mortgage Broking Management - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd
 Alexander DU Plessis2003Bachelor of Commerce - La Trobe University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Finsia ~ Master of Applied Finance - Kaplan Professional
 Alisha Jane Cameron2008Advanced Diploma of Financial Planning - Kaplan Professional ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Amy Margaret Dahlstrom2015Bachelor of Business (Finance) - Massey University ~ Diploma of Financial Services (Financial Planning) - Finsia ~ Master of Financial Planning - Kaplan Professional
 Andrew Mark Richards1984Advanced Diploma of Financial Services (Financial Planning) - Archer College
 Andrew Yoong2004Bachelor of Commerce (Finance) - Curtin University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Anil Kumar Jain1998Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Anthony Michael Smith2008Associate Diploma of Business (Accounting) - TAFE NSW ~ Bachelor of Business (Accounting) - Swinburne University of Technology ~ Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Graduate Certificate in Professional Accounting - University of Southern Queensland
 Arash Zamansani2014Bachelor of Commerce (Accounting and Financial Planning) - Griffith University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional
 Arundeepan Ganesan2017Bachelor of Business - Victoria University ~ Diploma of Financial Planning - Monarch Institute ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Ashley Kenneth Quinton2004Bachelor of Business (Accounting) - Queensland University of Technology (QUT) ~ Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd ~ Master of Business Administration - Deakin University
 Benjamin James Hatcher2003Bachelor of Business - University of Technology Sydney (UTS) ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Graduate Diploma in Financial Planning - Securities Institute ~ Master of Applied Finance - Macquarie University
 Blake Mitchell Cullen2014Bachelor of Commerce (Marketing and Financial Planning) - University of Wollongong
 Bradley Craig Shaw2007Certificate III in Financial Services (General Insurance) - AMP Limited ~ Diploma of Financial Services (Financial Planning) - AMP Limited
 Bradley Ronald Hodge2002Bachelor of Economics - Macquarie University
 Brendan Graham John Mcdonald2017Diploma of Financial Planning - Kaplan Professional ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Brian James Steedman2005Bachelor of Economics - Monash University ~ Graduate Diploma in Financial Planning - Finsia
 Carly Davies0FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Charith Francis Rodrigo2017Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce (Banking) - Griffith University ~ Diploma of Financial Planning - Kaplan Professional
 Charles Anthony Knight2004Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma in Accounting - Institute of Chartered Accountants of Australia ~ Professional Diploma in Stockbroking - DeakinPrime
 Christopher Brian Mobbs1997Bachelor of Commerce (Accounting & Finance) - University of Melbourne ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC Training Group ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Christopher Gee1998Bachelor of Commerce - University of Western Australia ~ Graduate Diploma in Financial Planning - Securities Institute
 Christopher Tinnefeld2018Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce (Finance) - University of Johannesburg ~ Bachelor of Commerce in Financial Planning with Honours - University of Johannesburg ~ Diploma of Financial Planning - Mentor Education
 Clinton Pentland2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Corey Edwards2006Bachelor of Economics with Honours - University of Tasmania ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Craig John Greenwood1996Advanced Diploma of Financial Services (Financial Planning) - Archer College ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional
 Craig William Armstrong2001Diploma of Business - TAFE QLD ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Daniel Weeks2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Certificate in Applied Finance - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional
 Danielle Farrell2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Banking & Finance) - Queensland University of Technology (QUT) ~ Diploma of Financial Planning - Kaplan Professional
 Dannae Georgina Woolman2017Bachelor of Commerce (Finance and Financial Planning) - Deakin University ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Darren Sean Krawitz2004Bachelor of Business (Financial Planning) - RMIT University
 Daryl Roger La'brooy1998Bachelor of Business (Accounting) - RMIT University ~ Bachelor of Commerce - University of Melbourne ~ Graduate Diploma in Applied Finance and Investment - Finsia ~ Master of Business Administration - University of Melbourne
 David George Mccarthy1980Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 David James Kennedy2002Advanced Diploma of Financial Services (Financial Planning) - GWM Adviser Services Ltd ~ Graduate Certificate in Applied Finance and Investment - Finsia ~ Master of Business Administration - University of Canberra ~ Professional Diploma in Stockbroking - DeakinPrime
 David John Hall2014Bachelor of Commerce (Finance & Economics) - University of Sydney ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Finance - Macquarie University
 David Palermo2006Bachelor of Commerce (Financial Planning) - Deakin University ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Tribeca ~ Diploma of Financial Services (Financial Planning) - AMP Limited ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 David Paul Searle2004Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional
 David Roy Pett1998Associate Diploma of Business (Accounting) - Central Queensland University (CQU) ~ Diploma of Financial Planning - Deakin University
 David Scott Bales2010Bachelor of Commerce - University of Melbourne ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Management - University of New England
 David Scott Freer2003Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Dean Jason Winfield2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Dean Kevin Avery1998Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Deborah Mary Thomson2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Edward George Bartels2018Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Edward John Macartney2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Economics - Australian National University (ANU) ~ Diploma of Financial Planning - Kaplan Professional
 Gary Craig Dean2003Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Gary Francis Gleeson1999Bachelor of Business (Economics and Finance) - RMIT University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Master of Applied Finance - University of Melbourne
 Gavin Bruce Fernando2001Bachelor of Commerce (Accounting) - Curtin University ~ Certificate in Financial Markets - Securities Institute ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Giovanni Paolo Manserra2008Bachelor of Commerce (Financial Planning) - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Glen David Stander2006Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Superannuation Management - Assoc of Superannuation Funds of Aust Ltd (ASFA) ~ Master of Business Administration - Deakin University ~ Master of Commerce - Deakin University
 Glynn Phillips2005Bachelor of Economics - James Cook University ~ Graduate Diploma in Financial Planning - Finsia ~ Master of Business - University of Technology Sydney (UTS)
 Graham Douglas Southgate2007Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Grant Donald Howe2001Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Grant Raymond Thompson1999Advanced Diploma of Financial Services (Financial Planning) - Integratec (Australia) Pty Ltd ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - Plan Connect
 Gregory Fragoulis2000Certificate IV in Superannuation - Association of Superannuation Funds of Australia Ltd (ASFA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Hamish Ian Landreth2010Bachelor of Commerce - University of Queensland ~ Graduate Diploma in Financial Planning - Finsia ~ Master of Applied Finance - Kaplan Professional
 Helen Postle1998Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Holley Pia Lucey20117269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd
 Hugh Michael Ianchello2015Diploma of Finance and Mortgage Broking Management - Intellitrain Pty Ltd ~ Diploma of Financial Planning - Integrity Education Group
 Iris Wei Fong Chen2017Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Jack Andrew Richards0Bachelor of Economics - University of Adelaide ~ Bachelor of Finance - University of Adelaide ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Jade Philip Eley2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional ~ Graduate Diploma in Financial Planning - Kaplan Professional
 Jaime Anne Donaldson2003Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Integratec (Australia) Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Jake Aaron Gomer2018Bachelor of Commerce (Finance & Economics) - Murdoch University ~ Diploma of Financial Planning - Monarch Institute ~ MAA769 Ethics for Financial Services - Deakin University
 James Robert Dilger2009FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Financial Planning - RMIT University ~ Master of Applied Finance - Charles Sturt University (CSU)
 Jan Kerridge1994Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Superannuation Management - Association of Superannuation Funds of Australia Ltd (ASFA) ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma in Financial Planning - Kaplan Professional
 Jason Harris1998Bachelor of Business - Monash University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Industry Standard Education - RG146 specialist knowledge - Kaplan Professional
 Jayde Lee Coleman2018Diploma of Financial Planning - Kaplan Professional
 Jessica Anne Wild2018Bachelor of Commerce - other ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Jethro Samuel2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Western Australia ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 John Broughton2006Bachelor of Commerce in Financial Planning with Honours - University of Wollongong ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 John Mujic2016Bachelor of Commerce (Finance) - University of Newcastle ~ Diploma of Financial Planning - Kaplan Professional
 Jonathan Nigel Manuel2002Bachelor of Commerce (Accounting) - University of Western Sydney ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Jordan Hugh Mcmillan2014Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT)
 Julie-anne Norris1995Bachelor of Commerce - University of Wollongong
 Kamila Lucie Gallagher2006Advanced Diploma of Financial Services (Financial Planning) - Archer College ~ Diploma of Business (Accounting) - TAFE SA ~ Diploma of Financial Services (Financial Planning) - Integratec (Australia) Pty Ltd ~ FPC007B Client Engagement Skills - Kaplan Professional
 Kate Alice O'brien2015Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business - University of Technology Sydney (UTS) ~ Diploma of Financial Services (financial Planning) - Tribeca
 Katharine Rachelle Piddington2008Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Finance/Financial Planning) - Charles Sturt University (CSU) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ University Certificate in Business - Charles Sturt University (CSU)
 Kathryn Barlow2016Bachelor of Accounting - University of South Australia ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma (ICAA) - Institute of Chartered Accountants Australia (ICAA)
 Kelli Hooper2006Diploma of Financial Services (Financial Planning) - Tribeca
 Kelly Marree Mitchell2011Bachelor of Business (Finance) - Charles Sturt University (CSU) ~ Certificate IV in Financial Services (Superannuation) - Association of Superannuation Funds of Australia Ltd (ASFA) ~ Diploma of Financial Services (Financial Planning) - Association of Superannuation Funds of Australia Ltd (ASFA) ~ Diploma of Financial Services (Superannuation) - Association of Superannuation Funds of Australia Ltd (ASFA) ~ Master of Applied Finance - Charles Sturt University (CSU)
 Kevin Robert Hanson2003Bachelor of Economics - Monash University ~ Foundation Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Kristelle Amber Robinson2016Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Kristian Falconer2002Graduate Diploma in Financial Planning - Securities Institute
 Kurt Marshal Haller1995Bachelor of Commerce - James Cook University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Leanne Maree Stokes2000Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business (Personal Financial Planning) - University of Southern Queensland
 Leanne Maree Woodhouse2002Certificate IV in Finance and Mortgage Broking - AAMC Training Group ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Lee Alan Walker2010Bachelor of Accounting and Finance - University of Bristol ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT)
 Leszek Jarco2012Bachelor of International Finance - University of Adelaide ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT)
 Lisa Maree Barber2000Advanced Diploma of Financial Services (Financial Planning) - Archer College ~ Diploma of Financial Services (Financial Planning) - Integratec (Australia) Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Marcus John Occhipinti2000Bachelor of Commerce - Deakin University ~ Certificate in Financial Markets - Securities Institute ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Mark Austen Taylor1999Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Mark Heanly1999Bachelor of Commerce - University of Newcastle ~ MAI769 Ethics for Financial Services - Deakin University
 Mark Joseph DE Gregorio1995Bachelor of Commerce - James Cook University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Martin J Ball2000Associate Diploma of Business - TAFE SA ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Applied Finance - Finsia
 Matthew Daniells2012Bachelor of Commerce (Economics and Financial Planning) - Curtin University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Matthew Douglas Kerr2000Bachelor of Commerce - University of Newcastle ~ Industry Standard Education - RG146 specialist knowledge - Financial Planning Association of Australia (FPA)
 Matthew John Scanlon2000Bachelor of Economics - Murdoch University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Certificate in Financial Planning - Griffith University
 Megan Anthea Aikman2002Graduate Diploma in Financial Planning - Securities Institute
 Michael Anthony Adams2014Bachelor of Commerce with Bachelor of Laws - Macquarie University ~ Diploma of Financial Planning - TAFE NSW
 Michael John Templeton1992Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Michael Stephen Chadwick1992Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Monica Ann Gonzales Rayos2018Bachelor of Commerce (Accounting and Financial Planning) - Griffith University
 Nicholas Charles Ferry2021Bachelor of Commerce (Finance and Financial Planning) - Griffith University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Nicholas David Kidson1980Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Nicholas Shane Verhoeven2001Diploma of Financial Advising - Securities Institute
 Paul Gorman2001Bachelor of Commerce (Finance and Marketing) - University of New England ~ Certificate of Superannuation Management - Assoc of Superannuation Funds of Aust Ltd (ASFA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Paul Graham Heanly1999Bachelor of Economics - University of Newcastle ~ Bachelor of Economics - University of Newcastle ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ MAI769 Ethics for Financial Services - Deakin University
 Penelope Jayne Manserra2002Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Philip Donald Eley1985Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Phillip Adrian Jennings2005Advanced Diploma of Financial Services (Financial Planning) - AMP Limited ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Phillip Nicolas Bures2017Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Business (Management) - University of Newcastle ~ Bachelor of Commerce (Finance and Accounting) - University of Newcastle ~ Diploma of Financial Planning - Monarch Institute ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Rebecca Dolan2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - James Cook University ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Richard Fiorelli1990Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd
 Richard James Goudie1997Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Richard John Lovell2002Bachelor of Commerce (Finance) - University of Adelaide ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Richard Kah Arn Ong2007Bachelor of Business (Accounting & Finance) - Charles Sturt University (CSU) ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Master of Business Administration - Charles Sturt University (CSU)
 Rikki Juzwin2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Financial Management & Marketing) - La Trobe University ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Robert Craig1986Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Robert John Holt1982Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Robert John Neil Falconer1984Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Ross Vincent Campbell2002Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Russell Daniel Blair1987Industry Standard Education - RG146 specialist knowledge - Integratec (Australia) Pty Ltd
 Ryan James Easton2018Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business Administration - University of Adelaide
 Ryan James Morse2011Master of Business (Applied Finance) - Queensland University of Technology (QUT)
 Samuel Scott Meredith Harrington2004Bachelor of Commerce (Finance) - Deakin University
 Sandra Louise Whitear2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Certificate in Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ MAI769 Ethics for Financial Services - Deakin University
 Scott Cameron Montefiore2009MAA769 Ethics for Financial Services - Deakin University ~ Master of Business (Applied Finance) - Queensland University of Technology (QUT)
 Scott James Fleming20127159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Griffith University ~ 7269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Graduate Certificate in Financial Planning - Griffith University ~ Master of Financial Planning - Griffith University
 Scott Mildren1990Bachelor of Arts (Banking and Finance) - University of Canberra ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Sebastian Charl Cavallaro2015Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Serena Robyn Palmer2012Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Shane Kevin Lucey2013Certificate IV Financial Services (Finance/Mortgage Broking) - Traineeship Management Australia (TMA) ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd
 Shannan Theresa Calabro2012Bachelor of Commerce - Griffith University ~ Diploma of Financial Planning - Kaplan Professional
 Sharon Hoey2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Shawn Hennig1999Bachelor of Economics - Monash University ~ Graduate Diploma in Applied Finance - Securities Institute
 Sigo Siriphokha2018Bachelor of Economics - University of New South Wales (NSW)
 Simon Gregory White1998Bachelor of Commerce - University of Wollongong ~ Certificate of Superannuation Management - Association of Superannuation Funds of Australia Ltd (ASFA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Simon Harry Raines1997Diploma of Financial Planning - Deakin University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - University of the Sunshine Coast (USC)
 Simon James Everett2001Bachelor of Business (Accounting) - Curtin University ~ Certificate IV in Finance and Mortgage Broking - AAMC Training Group ~ Diploma of Financial Planning - Kaplan Professional
 Stephanie Bakis Ucchino2016Bachelor of Commerce (Commercial Law) - Macquarie University ~ Diploma of Financial Planning - Kaplan
 Stephen Bray2005Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Master of Financial Planning - University of the Sunshine Coast (USC)
 Stephen G Shaw1993Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Stephen Hayes2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Stephen John Jones2015Bachelor of Business (Accounting) - Swinburne University of Technology ~ Diploma of Financial Planning - CPA Australia ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Steven Hall2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business - Swinburne Institute of Technology
 Steven LY2014Advanced Diploma of Financial Services (SMSF) - Integrity Education Group ~ Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Planning - Investment Banking Institute (IBI)
 Susan Jennifer Ray1991Advanced Diploma of Financial Services (Financial Planning) - AMP Limited ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Terence Leong2016Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce (Accounting and Management) - Deakin University ~ Diploma of Financial Planning - Monarch Institute
 Thomas Schipilliti2003Bachelor of Commerce - University of Western Sydney ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ MAI769 Ethics for Financial Services - Deakin University
 Timothy Gray2004Bachelor of Commerce (Finance & Economics) - University of Wollongong ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ MAI769 Ethics for Financial Services - Deakin University
 Troy Matthew Gallasch2006Bachelor of Business (Banking & Finance) - University of South Australia (UNISA) ~ Graduate Diploma in Financial Planning - Securities Institute
 Trudy Adele Hynds2017Diploma of Financial Planning - Kaplan Professional ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Wai Yee Tang2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Banking and Finance) - Curtin University ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Commerce (Economics and Finance) - Curtin University
 Warwick John French2002Bachelor of Business - University of New England ~ Industry Standard Education - RG146 specialist knowledge - Financial Planning Association of Australia (FPA)
 Warwick Ronald Hodge1965Industry Standard Education - RG146 specialist knowledge - AMP Financial Services
 Wendy Yates2005Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional
 Winni Liao2013Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Accounting & Finance) - University of Sydney ~ Bachelor of Law - University of Sydney ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Yogesh Amrital Rupshi Shah2004Advanced Diploma of Financial Services (Financial Planning) - Financial Planning Association of Australia (FPA) ~ MAI769 Ethics for Financial Services - Deakin University