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 Joseph Davies2017Diploma of Financial Planning - Monarch Institute ~ Master of Applied Finance - Monash University
 Adam Lea Coles2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Alexander Armstrong Nisbet1998Graduate Diploma in Applied Finance and Investment - Securities Institute
 Alexander DU Plessis2003Bachelor of Commerce - La Trobe University ~ Graduate Diploma in Financial Planning - Finsia ~ Master of Applied Finance - Kaplan Professional
 Alexander Mark Bottrell2017Bachelor of Commerce (Accounting) - University of Queensland ~ Diploma of Financial Planning - Kaplan Professional
 Alisha Jane Cameron2008Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - MLC Limited
 Allan Gregory Dowsett1989Industry Standard Education - RG146 specialist knowledge - Financial Planning Association of Australia (FPA)
 Allen Louis Collin Green1990Certificate IV in Finance and Mortgage Broking - AAMC Training Group ~ Certificate IV in Financial Planning - Integratec (Australia) Pty Ltd ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - Integratec (Australia) Pty Ltd
 Amy Margaret Dahlstrom2015Bachelor of Business (Finance) - Massey University ~ Diploma of Financial Services (Financial Planning) - Finsia
 Andrew Alastair Gibbs Jones1996Bachelor of Economics - Australian National University (ANU) ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Master of Commerce (Financial Planning) - University of Western Sydney
 Andrew Charles Spence2001Bachelor of Business (Accounting & Finance) - University of Technology Sydney (UTS) ~ Master of Business (Applied Finance) - University of Technology Sydney (UTS)
 Andrew Mark Bolingbroke1999Diploma of Financial Planning - Deakin University
 Andrew Mark Richards1984Advanced Diploma of Financial Services (Financial Planning) - Archer College
 Andrew Michael Lim2014Bachelor of Commerce Applied Finance (Planning) - University of Wollongong
 Andrew Yoong2004Bachelor of Commerce (Finance) - Curtin University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Anne-marie Brown2015Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 Annie Mcneil Dawson2015Bachelor of Commerce - University of Queensland ~ Graduate Diploma in Financial Planning - Kaplan Professional
 Anthony Ian Greenham2000Bachelor of Business (Accounting & Finance) - Edith Cowan University (ECU) ~ Diploma of Financial Planning - Deakin Financial Services Group ~ Graduate Diploma in Financial Planning - Finsia
 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
 Anthony Michael Walsh Bratt1994Diploma of Financial Services (Financial Planning) - AMP Limited
 Anthony Stanley White1991Certificate IV Financial Services (Finance/Mortgage Broking) - Intellitrain Pty Ltd ~ Diploma of Finance and Mortgage Broking Management - Intellitrain Pty Ltd ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Graduate Certificate in Commerce - Deakin University
 Anthony William Keith Wedlock1985Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Antonia Babanis2018Diploma of Business (Banking and Finance) - Holmesglen Institute ~ Graduate Certificate in Financial Planning - Griffith University
 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
 Bhanu Chanakya Lokubalasuriya2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Brad John Turnbull1980Diploma of Financial Planning - Deakin University
 Bradley Adam Inwood2014Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd
 Bradley Craig Shaw2007Certificate III in Financial Services (General Insurance) - AMP Limited ~ Diploma of Financial Services (Financial Planning) - AMP Limited
 Bradley John Scally2005Bachelor of Business (Accounting & Finance) - Western Australia College of Advanced Education ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma in Applied Finance and Investment - Finsia
 Bradley Ronald Hodge2002Bachelor of Economics - Macquarie University
 Brenda Ai-ching Will2006Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Brendan Graham John Mcdonald2017Diploma of Financial Planning - Kaplan Professional
 Brendan John Milburn1990Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Brett Charles Roberts2008Advanced Diploma of Accounting - Institute of Chartered Accountants Australia (ICAA) ~ Bachelor of Business (Accounting) - Queensland University of Technology (QUT) ~ Bachelor of Law - Queensland University of Technology (QUT) ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Professional Diploma in Stockbroking - DeakinPrime
 Brian James Steedman2005Bachelor of Economics - Monash University ~ Graduate Diploma in Financial Planning - Finsia
 Carolyn Michelle Tomlinson2009Advanced Diploma of Financial Planning - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Charith Francis Rodrigo2017Bachelor 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 Services (Finance/Mortgage Broking Management) - AAMC Training Group
 Christopher Gee1998Bachelor of Commerce - University of Western Australia ~ Graduate Diploma in Financial Planning - Securities Institute
 Christopher Vincent Godfrey1972Industry Standard Education - RG146 Specialist knowledge - AMP Financial Services
 Clinton Pentland2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Colin John Hockley2002Bachelor of Commerce - University of Melbourne ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Connie Allie2011Advanced Diploma of Financial Planning - Kaplan Professional ~ Associate Diploma of Business - Barton Institute of Tafe ~ Diploma Of Financial Services (Financial Planning) - Kaplan Professional
 Corey Blattman2018Diploma of Financial Planning - Mentor Education Pty Ltd
 Craig John Greenwood1996Advanced Diploma of Financial Services (Financial Planning) - Archer College ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Craig William Armstrong2001Diploma of Business - TAFE QLD ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Damien Rousset2008Advanced Diploma of financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - University of Western Australia ~ Diploma of Financial Services (Financial Planning) - 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 Woolman2017Diploma of Financial Planning - 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 Debono2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Integratec (Australia) Pty Ltd
 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 John O'brien1990Certificate IV Financial Services (Finance/Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 David John Peacock1990Bachelor of Economics - University of Adelaide ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Master of Business Administration - University of Adelaide ~ Professional Diploma in Stockbroking - DeakinPrime
 David Lloyd Morgan1992Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 David Lloyd Owen1988Diploma of Financial Planning - RMIT University ~ Master of Business Administration - University of New South Wales (NSW)
 David Palermo2006Bachelor of Commerce (Financial Planning) - Deakin University ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Tribeca ~ Diploma of Financial Services (Financial Planning) - AMP Limited
 David Paul Searle2004Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 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) ~ Graduate Diploma in Financial Management - University of New England
 David William Stogdale1984Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Bachelor of Business - RMIT University
 Dean Jason Winfield2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 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
 Den DO2005Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Master of Financial Planning - Royal Melbourne Institute Of Technology
 Desmond O'connor2012Bachelor of Commerce - University of Auckland ~ Diploma of Financial Planning - Mentor Education Pty Ltd ~ Graduate Diploma in Commerce - University of Auckland
 Dianne Chalk1987Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Djida Davies2007Graduate Diploma in Financial Planning - Securities Institute
 Domenico Carmelo Sita2012Bachelor of Economics - Monash University ~ Diploma of Financial Services (Financial Planning) - GWM Adviser Services Ltd ~ Graduate Diploma in Applied Finance - Finsia
 Domenico Rebuffo2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Donald Hands2004Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Donna Janelle Haslam2012Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd
 Donna Lee Richards2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Dylan Francis Psiuk2017Bachelor of Business (Accounting) - James Cook University ~ Diploma of Financial Planning - Kaplan Professional
 Edward John Macartney2018Bachelor of Economics - Australian National University (ANU) ~ Diploma of Financial Planning - Kaplan Professional
 Emily Elizabeth Jenkins2017Bachelor of Commerce - University of Western Sydney ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Fenglin Jia2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Accounting - Australian National University (ANU) ~ Master of Business - Australian National University (ANU)
 Fiona Venning2012Bachelor of Commerce - Flinders University ~ Bachelor of Law - Flinders University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Flor DE Maria Rivera2015Advanced Diploma Of Financial Planning - Kaplan Professional ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma Of Financial Services (Financial Planning) - Kaplan Professional
 Francisco DA Luz2002Diploma of Financial Advising - Securities Institute ~ Master of Financial Planning - University of the Sunshine Coast (USC)
 Garry Eric Burton1987Industry Standard Education - RG146 specialist knowledge - Financial Planning Association of Australia (FPA)
 Gary Craig Dean2003Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Gary Darren Hasler1992Diploma 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)
 Gavin Robert Johns2016Bachelor of Commerce - James Cook University ~ Diploma of Financial Planning - Kaplan Professional
 Gerard John Duffy1996Bachelor of Arts (Economics) - University of London ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Giovanni Paolo Manserra2008Bachelor of Commerce (Financial Planning) - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Glen 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
 Glenn Adam Pycock2012Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Glynn Phillips2005Bachelor of Economics - James Cook University ~ Graduate Diploma in Financial Planning - Securities Institute ~ Master of Business - University of Technology Sydney (UTS)
 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
 Heather Mary Nay2011Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Helen Postle1998Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Holley Pia Lucey2011Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd
 Howard Francis Jacob1992Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Hugh Michael Ianchello2015Diploma of Finance and Mortgage Broking Management - Intellitrain Pty Ltd ~ Diploma of Financial Planning - Integrity Education Group
 Huynh Nhu Ngoc Mai2017Diploma of Financial Planning - Kaplan Professional ~ Master of Commerce (Applied Finance) - Griffith University
 Ian Frederick Batten1972Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Ian Heath Lambert2000Bachelor of Commerce (Accounting & Finance) - University of New South Wales (NSW)
 Ilana Nienaber2011Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Bachelor of Commerce - University of South Africa ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT)
 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)
 Jacob Daniel Pama2018Bachelor of Business (Banking & Finance) - Monash University ~ Diploma of Financial Planning - Kaplan Professional
 Jade Philip Eley2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (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
 James Edward Dudley1992Diploma of Financial Planning - RMIT University
 James Robert Dilger2009Graduate 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)
 Jane Florence Pryor2001Industry Standard Education - RG146 specialist knowledge - Kaplan Professional
 Jay Murphy2014Bachelor of Business - Griffith University ~ Diploma of Financial Planning - RG146 Mentor Education Group ~ Master of Applied Tax - University of New South Wales (NSW) ~ Professional Diploma in Stockbroking - DeakinPrime
 Jayden Trent Allison2016Diploma of Financial Planning - Kaplan Professional
 Jennifer Leslie2000Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Jessica Anne Bieske2018Diploma of Financial Planning - Kaplan Professional
 John Angus Hordern1990Bachelor of Business - The New South Wales Institute of Technology ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 John Anthony D'alessandri1988Bachelor of Business - RMIT University ~ Diploma of Financial Planning - Deakin University
 John Broughton2006Bachelor of Commerce (Financial Planning) - University of Wollongong
 John Francis Sullivan2005Bachelor of Business (Accounting) - Queensland University of Technology (QUT) ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Professional Diploma in Stockbroking - DeakinPrime
 John Kazakoff2004Bachelor of Commerce - University of Queensland ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Graduate Diploma in Financial Planning - Securities Institute
 John Paul Tsolakis2010Bachelor of Commerce (Accounting, Finance and Systems) - University of New South Wales (NSW) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 John Robert Harold Doonan1980Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 John Stuart Gale2000Diploma of Financial Services (Financial Planning) - Kaplan Professional
 John Tyson1999Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 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)
 Joshua Adam Lewis2005Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Commerce - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Jovana Rados2013Bachelor of Commerce (Economics) - Griffith University ~ Bachelor of Law - Griffith University ~ Diploma of Financial Planning - Kaplan Professional
 Judy Ann Schmidt2002Bachelor of Business - Victoria College ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Master of Financial Planning - University of the Sunshine Coast (USC)
 Julie-anne Norris1995Bachelor of Commerce - University of Wollongong
 Justin Alexander Wellman2004Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd
 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
 Kath Willowhite2015Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Graduate Certificate in Financial Planning - Griffith University
 Kathryn Claire Mcdonald2013Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Bachelor of Business - Swinburne Institute of Technology
 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)
 Khayati Arora2017Bachelor of Commerce - University of Delhi ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Monarch Institute
 Kieran Ian Brogle2018Diploma of Financial Planning - Monarch Institute
 Kimberley Edward Bailey1984Bachelor of Business - Western Australian Institute of Technology (WAIT) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Kiril Ruvinsky1994Bachelor of Business - University of Western Sydney ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Kirsten Junelle Thacker2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - Murdoch University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Kristelle Amber Robinson2016Diploma of Financial Planning - Kaplan Professional
 Kristian Falconer2002Graduate Diploma in Financial Planning - Securities Institute
 Kristy Lee Neilson2005Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Kurt Marshal Haller1995Bachelor of Commerce - James Cook University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Lasadi Saranga Felsinger2015Bachelor of Commerce (Financial Planning) - Deakin Financial Services Group ~ Diploma of Business (Accounting) - Holmes Colleges ~ Diploma of Financial Planning - Mentor Education Pty Ltd
 Laurence Ronald Frank Campbell-rogers2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma Of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional
 Leanne Kay Sparks2005Advanced Diploma of Financial Services (Financial Planning) - AMP Limited ~ Diploma of Financial Services (Financial Planning) - AMP Limited
 Leanne Maree Stokes2000Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Master of Business (Personal Financial Planning) - University of Southern Queensland
 Lee Alan Walker2010Bachelor of Accounting and Finance - University of Bristol ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT)
 Leigh Anthony Martin2010Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Leo Sandhu2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd
 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)
 Linda Joy Parkinson2007Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Lindon Turnbull2007Bachelor of Arts (Economics) - London Guildhall University ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Lindsay Poy1997Diploma in Life Assurance - Australian Insurance Institute ~ Management Certificate - TAFE NSW
 Lionel Shayne Wootton-mcdonald1988Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Lisa Maree Barber2000Advanced Diploma of Financial Services (Financial Planning) - Archer College ~ Certificate IV Financial Services (Finance/Mortgage Broking) - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - Integratec (Australia) Pty Ltd ~ Graduate Certificate in Financial Planning - Kaplan Professional
 Maddison Price2012Bachelor of Commerce (Finance and Financial Planning) - Deakin University
 Mandy Gittoes1988Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Marc Occhipinti2000Bachelor of Commerce - Deakin University ~ Certificate in Financial Markets - Securities Institute ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Margaret Marie Watts2003Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Graduate Diploma in Financial Planning - Securities Institute
 Mariam Obaid2016Diploma of Financial Services (Financial Planning) - FINSIA ~ Diploma of Financial Services (Financial Planning) - FINSIA
 Marie Cost-chretien2017Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd
 Mark Austen Taylor1999Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Mark Bezemer2007Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Business (Marketing) - Monash University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional
 Mark Heanly1999Bachelor of Commerce - University of Newcastle
 Mark Joseph DE Gregorio1995Bachelor of Commerce - James Cook University
 Mark Stephen Forte2016Bachelor of Economics - La Trobe University ~ Diploma of Financial Planning - Integrity Education Group
 Martin J Ball2000Associate Diploma of Business - TAFE SA ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Graduate Certificate in Applied Finance - Finsia
 Mary Barker2008Advanced Certificate in Commerce - TAFE NSW ~ Advanced Diploma of Financial Services (Financial Planning) - AMP Limited ~ Certificate IV in Small Business Enterprise Management - TAFE NSW ~ Diploma of Financial Services (Financial Planning) - AMP Limited
 Matthew Douglas Kerr2000Industry Standard Education - RG146 specialist knowledge - Financial Planning Association of Australia (FPA)
 Matthew Jeremy Ward2001Bachelor of Commerce - University of Adelaide ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Master of Taxation and Financial Planning - University of New South Wales (NSW)
 Matthew John Scanlon2000Bachelor of Economics - Murdoch University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Certificate in Financial Planning - Griffith University
 Maxwell Neville Lewis1985Advanced Diploma of Financial Services (Financial Planning) - Australian College ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Megan Anthea Aikman2002Graduate Diploma in Financial Planning - Securities Institute
 Melissa Duggan2015Diploma of Financial Planning - Kaplan Professional ~ Doctor of Philosophy (Business & Management) - Griffith University
 Melissa Turnbull-katebi2014Certificate IV Financial Services (Finance/Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Michael Andrew Brown1991Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Certificate in Applied Finance - Securities Institute
 Michael Anthony Adams2014Bachelor of Commerce with Bachelor of Laws - Macquarie University ~ Diploma of Financial Planning - TAFE NSW
 Michael Bailey1988Diploma of Business - Luton College of Technology ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Michael James Cooney2017Graduate Certificate in Financial Planning - Griffith University
 Michael James Haupt2016Bachelor of Business (Accounting) - Queensland University of Technology (QUT) ~ Diploma of Financial Planning - Kaplan Professional
 Michael John Wedlock2018Bachelor of Economics - University of Queensland ~ Diploma of Financial Planning - Kaplan Professional
 Michael Schnabel1990Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Michael Stephen Chadwick1992Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Michael Van Loenen2007Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Bachelor of Commerce (Finance) - University of Southern Queensland (USQ) ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd
 Michael Waterson1993Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Miki Hadzic2013Advanced Diploma of Financial Planning - Integrity Education Group ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Commerce - Melbourne Institute of Business & Technology (MBIT) ~ Diploma of Financial Planning - Integrity Education Group
 Nathan Bernard Trakman2000Bachelor of Commerce - University of Cape Town ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Graduate Certificate in Professional Accounting - University of Cape Town
 Neil Alexander Mcdowell1985Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Neil Kingsley Cocker1993Diploma of Financial Planning - Deakin University
 Nicholas David Kidson1980Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Nicholas Hayes2017Diploma of Financial Planning - Kaplan Professional
 Nicholas Joseph Walker1994Bachelor of Agricultural Economics - University of Wales ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Nicholas Scott Field2013Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Nicholas Scott Mckenna2017Bachelor of Accounting and Finance - Charles Sturt University (CSU)
 Nicholas Shane Verhoeven2001Diploma of Financial Advising - Securities Institute
 Nicole Ursula Renate Henry2004Diploma of Financial Planning - Monarch Institute
 Onias Simbarashe Chilimanzi2009Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Tasmania ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Pasquale Ielati2009Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Paul Gorman2001Bachelor of Commerce (Finance and Marketing) - University of New England ~ 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)
 Paul Michael Dawson2017Diploma of Financial Planning - Monarch Institute
 Paul Robert Haupt2016Bachelor of Business (Accounting) - Queensland Institute of Technology (QIT) ~ Diploma of Financial Planning - Kaplan Professional
 Paul William Andrew Marshall2003Bachelor of Business (Accounting) - Charles Sturt University (CSU)
 Peggy Siujen Barker1990Industry Standard Education - RG146 specialist knowledge - Integratec (Australia) Pty Ltd
 Penelope Jayne Manserra2002Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Integratec (Australia) Pty Ltd
 Penny Chai2000Bachelor of Economics - University of Sydney ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Superannuation Management - Association of Superannuation Funds of Australia Ltd (ASFA)
 Peter Glen Stevens2016Bachelor of Economics - University of Queensland ~ Diploma of Financial Planning - TAFE NSW
 Peter John Dowling1994Bachelor of Economics - University of Western Australia ~ Certificate of Superannuation Management - Assoc of Superannuation Funds of Aust Ltd (ASFA) ~ Graduate Diploma in Applied Finance - Securities Institute
 Peter Nonnenmacher1991Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Peter Wayne Leggett1983Diploma of Financial Services (Financial Planning) - Financial Planning Association of Australia (FPA)
 Philip Donald Eley1985Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Philip Thomas Morley1999Bachelor of Commerce - University of Melbourne ~ Diploma 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 Johnston1994Bachelor of Business (Accounting) - University of Technology Sydney (UTS) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Que Hong Di-leo2004Bachelor of Commerce (Finance & Economics) - University of Sydney ~ Graduate Diploma in Financial Planning - Securities Institute
 Rebecca Kopon2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - James Cook University ~ Diploma of Financial Planning - Kaplan Professional
 Rebecca Noonan2013Bachelor of Commerce (Financial Planning) - University of Wollongong
 Richard Algis Navakas1985Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Richard Jaksch1987Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Richard James Goudie1997Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Richard James Grimshaw2000Bachelor of Business (Banking & Finance) - Monash University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Richard John Lindsay Trethewie1973Diploma of Financial Planning - RMIT University ~ Diploma of Life Insurance - Australian Insurance Institute
 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 Juzwin2015Bachelor of Business (Financial Management & Marketing) - La Trobe University ~ Diploma of Financial Planning - Kaplan Professional
 Robert Craig1986Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Robert Henry Turnbull1994Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 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)
 Robert Raymond Hill2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Economics - The University of Leeds ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Robert Rolfe Macarthur Brown1988Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Master of Business Administration - Deakin University
 Robert Williams2002Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Ronald D Drever2001Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Rose Lang2016Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Graduate Diploma in Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Roslyn Ann Johannesen1997Bachelor of Business - University of Technology Sydney (UTS) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Ross Vincent Campbell2002Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Ruhan Van Zyl1991Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Commerce - University of Port Elizabeth ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Russell Daniel Blair1987Industry Standard Education - RG146 specialist knowledge - Integratec (Australia) Pty Ltd
 Ryan James Morse2011Master of Business (Applied Finance) - Queensland University of Technology (QUT)
 Ryan Turner2011Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 SI Cheng2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Accounting & Finance) - University of New South Wales (NSW) ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Analysis - University of New South Wales (NSW)
 Sam Harrington2004Bachelor of Commerce (Finance) - Deakin University
 Sam Layland Hodder2006Certificate IV Financial Services (Finance/Mortgage Broking) - Traineeship Management Australia (TMA) ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma in Applied Finance - Securities Institute
 Sandra Louise Whitear2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Sarah Grunberger2015Bachelor of Economics - University of New South Wales (NSW) ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Sarah Kate Hogan2018Bachelor of Business (Economics) - Queensland University of Technology (QUT) ~ Diploma of Financial Planning - Kaplan Professional
 Scott Cameron Montefiore2009Master of Business (Applied Finance) - Queensland University of Technology (QUT)
 Scott James Fleming2012Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Graduate Certificate in Financial Planning - Griffith University
 Scott Martin2010Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Diploma of Financial Services (Financial Planning) - ThreeSixty
 Scott Mildren1990Bachelor of Business (Banking & Finance) - University of Canberra ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Sebastian Charl Cavallaro2015Diploma of Financial Services (Financial Planning) - Tribeca
 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
 Shae Nicole Mcgrath2017Bachelor of Business (Financial Planning) - RMIT University
 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
 Shannon Louise Mckenzie Prentice2000Graduate Diploma in Applied Finance and Investment - Securities Institute
 Sharon Hoey2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Shawn Hennig1999Bachelor of Economics - Monash University ~ Graduate Diploma in Applied Finance - Securities Institute
 Shawn Ramraj2008Bachelor of Economics - Monash University ~ Graduate Diploma in Applied Finance (Financial Planning) - Kaplan Professional
 Simon Boylan1993Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Simon Graham Moyle1999Industry Standard Education - RG146 specialist knowledge - Financial Planning Association of Australia (FPA)
 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 ~ 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
 Sophie Leslie Cobbing2017Diploma of Financial Planning - Kaplan Professional
 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
 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)
 Suma Chandra2009Bachelor of Commerce - Bangalore university ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Susan Janet Morris2013Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Susan Jennifer Ray1991Advanced Diploma of Financial Services (Financial Planning) - AMP Limited ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Susan Lorraine Jackson2011Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Tahni Davison2015Advanced Diploma of Financial Planning - AAMC Training Group ~ Diploma of Financial Planning - AAMC Training Group ~ Graduate Certificate in Financial Planning - Kaplan Professional
 Tatiana Nguyen2015Bachelor of Commerce (Finance and Marketing) - University of New South Wales (NSW)
 Taysir Macnabb2017Bachelor of Commerce (Accounting) - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Thiow Tong Low2009Diploma of Business - Victoria College ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Graduate Diploma in Banking and Finance - Chisholm Institute of Technology
 Thomas Mckey2006Bachelor of Commerce (Financial Planning and Investments) - Griffith University
 Thomas Schipilliti2003Bachelor of Commerce - University of Western Sydney ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Thomas William Potter1984Certificate IV Financial Services (Finance/Mortgage Broking) - Central Institute of Technology ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - AMP Limited
 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)
 Timothy Richard Bull2012Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Tracey Mitchell2012Graduate Diploma in Financial Planning - Finsia ~ Master of Business Administration - University of Melbourne
 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
 Vanessa Phu2006Bachelor of Accounting - Monash University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 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
 Wayne Charles Moriarty1982Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Wendy Yates2005Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 William Charles Norman2016Bachelor of Business (Financial Planning) - Royal Melbourne Institute Of Technology ~ Diploma of Financial Services (Financial Planning) - Finsia
 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
 Yogesh Amrital Rupshi Shah2004Advanced Diploma of Financial Services (Financial Planning) - Financial Planning Association of Australia (FPA)
 Zachary James Edward Sanders2014Bachelor of Commerce (Financial Planning) - Curtin University