Download this database for offline use

Interprac Financial Planning Pty ltd

AFS License Number
246638
Name
Interprac Financial Planning Pty ltd
ABN/ACN/ARBN
14076093680
Licensee issued
Feb. 1, 2004
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;
deposit products other than basic deposit products;
derivatives limited to:
old law securities options contracts and warrants;
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;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
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 limited to:
basic deposit products;
deposit products other than basic deposit 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;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Adam John Hill2015Bachelor of Business (Accounting) - Southern Cross University ~ Chartered Tax Adviser (CTA) - The Tax Institute ~ Diploma of Finance and Mortgage Broking Management - AAMC Training Group ~ Progessional Practice - IPA
 Adrian Jonas Rachele2010Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Business (Banking and Finance) - Queensland University of Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Aggie Simeone1981Diploma of Financial Services (Financial Planning) - Kings International College
 Ai-le NG2017Bachelor of Commerce (Accounting and Finance) - Curtin University of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Foundations of Financial Planning Part A: Generic Knowledge - Kaplan Professional ~ Foundations of Financial Planning Part B: Financial Planning - Kaplan Professional
 Aimee Caitlin Taylor2014Advanced Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Planning - RG146 Mentor Education Group ~ Margin Lending - Integrity Education Group ~ Self Managed Super Funds (SMSF) - Kaplan
 Alan Ban Seng Khaw2014Diploma of Financial Planning - Kaplan Professional education
 Alan Michael Poswell2000Diploma - Financial Planning - Financial Planning Association of Australia ~ Diploma - Financial Planning - Kaplan Professional Education
 Alex Nathan Jorgensen2015Diploma of Financial Planning - Australis College ~ Graduate Certificate in Financial Planning - Griffith University ~ Graduate Diploma of Financial Planning - Griffith University
 Alison Jean Hamilton2009Generic Financial Planning - Kaplan ~ Managed Investments - Securities Institute ~ Risk Management - Kaplan ~ Self Managed Super Fund Course - Tribeca ~ Superannuation and Retirement Planning - Securities Institute
 Alison Louise Foale2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Allan Brindley1996Chartered Accountant - Institute of Chartered Accountants ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Andrew David Courtney2015Advanced Diploma of Financial Planning - Kaplan ~ Bachelor Biomedical Science - Griffith University Queensland ~ Diploma Financial Services ( Financial Planning ) - Kaplan ~ Master of Commerce - University of Queensland ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Andrew Fortelny2014Diploma of Financial Planning - International Institute of Technology
 Andrew Geoffrey Shaw2001Bachelor of Business (Banking and Finance) - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Applied Finance & Investment - Securities Institute ~ RG146 Margin Lending - MLC ThreeSixty
 Andrew John Coote2003Diploma of Financial Markets - Securities Institute of Australia ~ Diploma of Financial Planning - IIT
 Andrew John Huyton2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor Of Business (Accounting) - Monash University ~ Diploma of Financial Planning - Kaplan Professional
 Andrew Veitch2014Bachelor of Commerce - University of Adelaide ~ Diploma of Financial Service - Mentor ~ Ethics and Professionalism in Financial Advice (FPC002B) - Kaplan Professional ~ Masters of Taxation - University of New South Whales ~ SMSF Specialist Adviser - SMSF Association (formerly SPAA)
 Andrew William North2016Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Commerce (Accounting) - The University of Sydney ~ Self-Managed Superannuation Funds - Kaplan Professional
 Anna Maria Marczyk2016DFP - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Masters of Professional Accounting - Central QLD University
 Anne Therese Steer1999Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Anthony Harold Graham Symons2003Bachelor of Economics - University of Adelaide ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Diploma of Financial Services (Financial Planning) - Kaplan (formerly FINSIA) ~ Graduate Diploma of Advanced Taxation - University of New South Wales ~ Margin Lending & Geared Investments - Kaplan Professional
 Anthony Michael Barbagallo1988Bachelor of Business - University of Southern Queensland ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Post Graduate - Certified Practicing Accountant (CPA) - CPA Australia ~ RG146 DFP8 & PKE - Financial Planning Association (FPA) ~ RG146 Margin Lending & Geared Investments - Kaplan Australia
 Anthony Mitry2012Diploma of Financial Services (Financial Planning) - Intellitrain
 Anthony Scandizzo2012Bachelor of Busness - Swinburne University ~ CPA - CPA Australia ~ Diploma of Financial Services - Pinnacle Financial Services
 Aristotle Papapavlou2012Advanced Diploma of Financial Planning - Kaplan ~ Tier 1 Adviser Compliance Solution - Kaplan
 Arjun Palaniappan2016Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - International Institute of Technology ~ Master of Applied Finance - University of Adelaide
 Auden Francis Harrop2010ASX ALPA - Kaplan Professional ~ Certificate IV Financial Services - Intellitrain ~ Graduate Certificate in Wealth Management - Deakin University ~ Masters of Commerce - Deakin University
 Bao Dinh Tran2013Bachelor of Business (EcoNomics & Finance) - Royal Melbourne Institute of Technology (RMIT) ~ Diploma of Financial Services (FP) FNS50804 - Mentor Education Group ~ Margin Lending - MLC ThreeSixty
 Barry Neale Lindbeck2014Diploma of Financial Planning - Australis College ~ Self Managed Superannuation Funds - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Ben Tsang1998Bachelor of Commerce - University of New South Wales ~ Certified Financial Planner - Financial Planning Association of Australia ~ Master of Finance - University of New South Wales
 Benjamin Evans Fitch2013Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Business (Accountancy) - Queensland University of Technology ~ Diploma of Financial Planning - International Institute of Technology ~ Margin Lending - International Institute of Technology ~ Self Managed Superannuation Funds - International Institute of Technology
 Benjamin Herzog2013Diploma of Financial Planning - Investment Banking Institute ~ SMSF - Kaplan
 Benjamin Stone2016Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce (Accounting and Financial Planning) - Deakin
 Bill The Truong2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master Of Financial Planning - Kaplan Professional
 Blake Hedley2007Bachelor of Commerce (Finance, Financial Planning, Marketing) - Deakin University ~ Cert IV Mortgage Broking / Finance - AAMC ~ Cert IV Property Services (Real Estate) - Aust. School of Business ~ Diploma Financial Services (Financial Planning) - International Institute of Technology
 Bradley Michael Callaughan2012Bachelor of Commerce (Accounting) - University of South Australia ~ Diploma of Financial Services - Pinnacle
 Brett Antony Slattery1995Bachelor of Economics - La Trobe University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Brett Jace Grocke2016Bachelor of Commerce majors in Finance and Financial Planning - Deakin Univertsity ~ Self Managed Superannuation Funds - Kaplan Education Pty Ltd
 Brett Robert James2014Diploma of Financial Planning - Kaplan Professional
 Brett Strong2003Certificate IV in Financial Planning - Integratec ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Estate Planning - Integratec ~ Risk Management - Integratec ~ Self Managed Superannuation Funds - Tribeca
 Brian Paterson1981Bachelor of Business - Victoria University of Technology (formerly Footscray Institute of Technology) ~ Certificate IV Financial Services ( Brokering ) - Intellitrain ~ Diploma Of Financial Planning - International Institute of Technology ~ Diploma of Financial Services ( Financial Planning) - Three Sixty ~ Margin Lending & Geared Investments - Kaplan
 Brodie Lee Read2015Bachelor of Business (Financial Planning) - RMIT University ~ Certificate IV in Finance and Mortgage Broking FNS40815 - AAMC Training Group ~ Ethics and Professionalism in Financial Advice - kaplan Professional
 Bruce Anthony Chisholm2002Bachelor of Business - Victoria College ~ Certified Financial Planner - CFP ~ Diploma of Financial Planning - FPA
 Bryan Gerald Mansell2000Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Diploma of Financial Planning - University of Technology Sydney
 Bryce Leigh Quirk2012Bachelors of Commerce - Deakin University ~ Diploma of Financial Planning - Kaplan Professional
 Byron Patrick Ortiz-felton2010Associate Diploma of Business Accounting - TAFE ~ Diploma of Financial Planning - International Institute of Technology
 Campbell Korff2013Bachelor of Laws - UTS ~ Diploma of Financial Planning - Australis College ~ Master of Business Administration - The University of Chicago
 Campbell Paton King2018Bachelor of Business - RMIT University ~ Diploma of Financial Planning - RMIT University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Chartered Accounting - CAANZ ~ Masters of Professional Accounting - RMIT University
 Campbell Richard Wallace2018Bachelor of Business (Management) - Royal Melbourne Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Griffith University
 Carlos Becerra2014Bachelor of Commerce - University of NSW ~ Graduate Diploma in Applied Finance and Investments - Securities Institute of Australia ~ Graduate Diploma in Financial Planning - Securities Institute
 Charbel Fahd2006Diploma of Finance and Mortgage Broking Management - NSW TAFE ~ Diploma of Financial Planning - Tribeca ~ SMSF Audit Course - Institute of Public Accountants ~ Tax Agent - Tax Practitioners Board
 Charley Martinez2010Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - TAFE NSW
 Chevonne Katheryn Rees2018Bachelor of Business (Accounting) - Monash University ~ Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Chirag Dilip Shah2018Bachelor of Commerce - University of Mumbai ~ Diploma of Financial Planning - CPA Australia ~ Master of Professional Accounting - The University of Notre Dame Australia ~ Superannuation & SMSFs Intensive - CPA Australia
 Chris Lambis2004Diploma of Financial Planning - Deakin University
 Christian Skok2018Diploma of Financial Planning - Integrity Education Group
 Christie Lee Rigg2004Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning FNS50615 - Mentor Education Group ~ RG146 Margin Lending - MLC ThreeSixty
 Christine Therese Davie2017Bachelor of Economics - Monash University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Christopher Alan East1999Bachelor of Business - LaTrobe University Bendigo ~ Diploma of Financial Planning 1-8 - FPA ~ SMSF Specialist Accreditation - SMSF Association
 Christopher Beks1999Bachelor of Business (Accounting) - Bendigo College of Advanced Education ~ Cert IV in Financial Services (Finance/mortgage broking) - Intellitrain ~ Graduate Diploma of Management Accounting - Deakin University ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Compund Investments
 Christopher Raymond Guy2005Bachelor of Business - RMIT ~ Bachelor of Business - RMIT ~ Certified Financial Planner Certification - FPA ~ Certified Financial Planner Certification - FPA ~ Masters of Business - RMIT ~ Masters of Business - RMIT
 Christopher Simon Shaw2007Bachelor of Commerce - University of Adelaide ~ Diploma of Chartered Accounting - Chartered Accountants Australia New Zealand ~ Diploma of Financial Planning - International Institute of Technology
 Christopher Tetzner1998Diploma of Financial Planning - Financial Planning Association of Australia ~ Estate Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Christopher Turtle2001Bachelor of Theology - Melbourne College of Divinity ~ Diploma of Financial Planning - Deakin University / Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in SMSF - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Clyde Mark Gonsalvez2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional education
 Colin Simcock1997Bachelor of Business - Curtin University of Technology ~ Diploma of Financial Planning - International Institute of Technology (IIT) ~ RG146 Tier 1 Specialist Margin Lending Course - International Institute of Technology (IIT)
 Craig Leslie Norman Parker2004Accredited Derivatives Adviser Level 1 (2012) and Level 2 - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - KAPLAN Professional ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - KAPLAN Professional ~ Tier 1 Specialist Margin Lending Course - International Institute of Technology
 Craig Matthew Jackson2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - AMP Financial Services ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan
 D'avery Pillay2014Bachelor of Business (Law) - Monash University ~ Diploma of Finance & Mortgage Broking Management - The National Finance Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Damian Edward Mccormack2013DFP5v1 Tax for Financial Advising - Kaplan Professional ~ Diploma of Financial Planning - AAMC Training Group ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ TASALv1 Commercial Law - Kaplan Professional
 Daniel Matthew Carini2011Bachelors of Applied Science(Physiotherapy) - The University of Sydney ~ Diploma of Financial Services(Financial Planning) - Intellitrain ~ Master of Applied Finance and Investment - Securities Institute
 Daniel Michael Samuel Herft2018Bachelor of Management - Majoring in Financial Planning and Human Resources - Deakin ~ Diploma of Management - MIBT
 Daniel Richard Collins2004Certified Financial Planner - Deakin University ~ Masters of Financial Planning & Business Management - Manchester Metropolitan University ~ Self Managed Superannuation Funds - Kaplan Professional
 Daniel Timothy Jackson2015Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Darryl John Jopling2001Certificate IV in Financial Services (Mortgage Broking) - Intellitrain Pty Ltd ~ Diploma of Financial Planning - Financial Planning Association & Deakin University ~ Diploma of Financial Planning - Financial Planning Association of Australia Limited ~ Margin Lending - Kaplan Professional ~ Self Managed Superannuation Funds - Financial Services Training & Assessment Pty Ltd
 David Carson2013Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Bachelor Arts - University of Western Australia ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ RG146 928 Margin Lending - Kaplan Australia
 David John Currie2009Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Pinnacle ~ Bachelor of Business - Griffith University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan
 David Kuok Leong Chong2013Adv. Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services ~ Bachelor of Business - University of Technology Sydney ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor
 David Michael Hey2015Bachelor of Business (Accounting) - Charles Sturt University ~ Diploma in Financial Planning - Traineeship Management Australia ~ Graduate Diploma in Accounting - ICAA
 David Osmond2016Advanced Diploma of Business (accounting) - Holmsglen ~ Diploma of Financial Planning - Pinnacle
 David Stephen Moloney2007Bachelor of Business - RMIT ~ Bachelor of Business - RMIT ~ Certfied Financial Planner Certification - FPA ~ Certfied Financial Planner Certification - FPA
 David Thomas Gidney2014Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education ~ Graduate Diploma of Financial Planning - Kaplan
 David Tilley1994ASIC RG146 - CPA Australia ~ Diploma of Business Studies (Accounting) - Prahran CAE ~ Intensive Course in Financial Planning - CPA Australia ~ Self Managed Superannuation Funds - Kaplan Professional
 Dean Arnold Powter1994Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Dean James Austin2010ASX Accredited Derivatives Adviser Level One - Kaplan Professional ~ Advanced Diploma of Finanical Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ The Securities and Derivatives Industry Association (SDIA) Accreditation Program - Deakin University
 Deepti Virmani2010Advanced Diploma of Financial Services (Financial Planning) - Australian and New Zealand Institute of Insurance and Finance ~ Bachelor of Arts (Economics) - University of Delhi ~ Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) - Australian and New Zealand Institute of Insurance and Finance
 Diamando Comakis2004Bachelor of Business (Accounting) - University of South Australia ~ Diploma of Financial Services (Financial Planning) - FINSIA Education (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional
 Diana Kimlee Nocerino2008Diploma of Financial Services (Financial Planning) - Mentor Education Group
 Diane Frances Birtles-crute2012Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 in Financial Planning, Insurance, Superannuation - Intellitrain ~ Securities and Managed Investments - Kaplan
 Dianna Mary Butterworth2018Bachelor of Commerce - University of Melbourne ~ Diploma of Financial Planning - CPA Australia ~ Graduate Diploma of Applied Finance and Investment - Finsia
 Dimitrios Maramis2018Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Donald William Cox2003Diploma of Financial Planning - DFP 1 - 4 - Kaplan (formerly Securities Institute Australia)
 Dyanne Prinsen2008Chartered Life Practitioner (ChLP) - AFA ~ Diploma of Financial Planning - Mentor Education
 Elene Stivactas2013Diploma in Financial Planning - Mentor Education ~ Graduate Diploma in Counselling - ACAP ~ Master of Financial Planning - Deakin University
 Eleonor Klopsch1992ASX Listed Products Accreditation - Alpha Structured Investments / ASIC ~ Accredited Estate Planning Specialist - University of Technology, Sydney / Financial Planning Association ~ Bachelor of Economics - Monash University ~ Certified Financial Planning - Financial Planning Association ~ Graduate Diploma of Financial Planning - Deakin University / Financial Planning Association
 Elise Anne Tolcher2018Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan
 Elise Moskowitz2013Bachelor of Commerce - Monash University ~ CPA Program - CPA Australia ~ Diploma in Financial Services - Dover Financial Services
 Elizabeth Jean Hovasapian2016Bachelor of Business (Accounting) - Central Queensland University ~ CPA - CPA Australia ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF Specialisation - CPA Australia
 Emil Knezevic2015Diploma of Financial Services (Financial Planning) - RG146 Training Australia
 Eric Alastair Sears1991Bachelor of Business - Western Australian Institute of Technology ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan
 Ferras Merhi2013Bachelor of Business (accounting) - Victoria University ~ Diploma of Accounting - VBC ~ Diploma of Financial Planning - IBI
 Frank Neil Cutillo2012Bachelor in Accounting - South Australian Institute of Technology ~ Diploma of Financial Services - The Carlyle Institute ~ Superannuation and SMSF from the Financial Services Training Package - Terra Cordis
 Gabriel Carey2009Diploma of Financial Planning - Deakin University ~ Master of Business Admin - The University of New South Wales
 Garry Peter Crole1988Company Directors Course - Australian Institute of Company Directors ~ Diploma of Financial Services - Deakin ~ Diploma of General Insurance - Australian Insurance Institute ~ Margin Lending Accreditation - Western Sydney University The College
 Gary Gilbert2013Diploma of Financial Planning - Intellitrain
 Gary Mccluskey1987Diploma in Business Studies (Accounting) - Swinburne ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma Accounting - Swinburne ~ RG146 - CPA Australia ~ RG146 - Kaplan Professional
 Gary Simon Cooper2014Bachelor of Commerce (Hons.) - Rhodes University ~ Chartered Accountant - ICAA (now CA) ~ Diploma in Financial Services (Financial Planning) (RG146) - Kaplan Professional ~ Higher Diploma in Accounting - Rhodes University ~ SMSF Auditor - ASIC
 Gavin James Bottrell2016Bachelor of Commerce - The University of Newcastle ~ Diploma of Financial Planning - AAMC Training Group ~ RG146 - AAMC Training Group
 Gavin Joseph Jolley2004Advanced Diploma of Financial Planning - University of Technology, Sydney / Tribeca ~ Bachelor of Economics - La Trobe University
 Gavin Melican2010Bachelor of Business (Accounting Major) - RMIT ~ Diploma of Financial Planning - Deakin
 Geoffrey Alexander Rogers2004Bachelor of Commerce - University of Western Sydney ~ Graduate Diploma of Financial Planning - Kaplan (formerly FINSIA) ~ Margin Lending and Geared Investments - Kaplan Professional
 Geoffrey Carne Trewarn1986Bachelor of Business - Swinburne University ~ CPA Orientation - CPA Australia ~ Certified Financial Planner - Financial Planning Assoc. ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Public Accounting - Phillip Institute of Technology
 Geoffrey Thomas Walley2011Margin Lending - Kaplan ~ RG146 in Financial Planning Principles, Insurance, Superannuation - Intellitrain
 George Nicholson2010Aged Care Accreditation - Aged Care Steps ~ Aged Care Accreditation - Aged Care Steps ~ Bachelor of Commerce (Economics) - University of Witswatersrand, Johannesburg, South Africa ~ Bachelor of Commerce (Economics) - University of Witswatersrand, Johannesburg, South Africa ~ Diploma Australian Law & Taxation - Royal Melbourne Institute of Technology ~ Diploma Australian Law & Taxation - Royal Melbourne Institute of Technology ~ Diploma in Financial Services (Financial Planning) - Pinnacle Financial Services ~ Diploma in Financial Services (Financial Planning) - Pinnacle Financial Services ~ Professional Accreditation Geared Investing - CALIA + Specialist Adviser ~ Professional Accreditation Geared Investing - CALIA + Specialist Adviser
 George Stivactas2014Diploma in Accountancy - St George TAFE ~ Diploma in Financial Planning - Mentor Education ~ Registered Auditor - ASIC
 Glenn John Loadsman2008Advanced Diploma of Financial Planning - Kaplan Professional ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - International Institute of Technology (IIT) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - International Institute of Technology (IIT)
 Graeme Charles Tuplin2006Diploma of Financial Planning - Financial Planning Association of Australia Limited
 Graeme Francis Glossop2015Bachelor of Economics - Macquarie University ~ Diploma in Accounting - Macquarie University ~ Diploma in Financial Planning - Pinnacle ~ Master of Tax Law - University of Western Sydney ~ Real Estate Licence - Corum Training
 Grant Joseph Tenni1984Bachelor of Commerce - University of Melbourne ~ Diploma of Financial Planning - Deakin University
 Hamilton Hume2012Bachelor of Financial Administration - University of New England ~ Chartered Accountant - ICAA (now CA) ~ Diploma of Financial Services (Financial Planning) - Pinnacle
 Han Hong Adrian NG2018Bachelor of Economics - The University of Adelaide ~ Diploma of Financial Planning - Kaplan ~ Graduate Certificate of Commerce - The University of Adelaide
 Hans Egger1998Bachelor of Business (Marketing) - Charles Sturt University ~ Certificate III in Mortgage Lending - TAFE - NSW ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - Australis College (formerly Intellitrain) ~ Graduate Diploma of Applied Finance and Investment - Kaplan Professional (formerly FINSIA) ~ Graduate Diploma of Financial Planning - Kaplan Professional (formerly FINSIA)
 Harsh Makadia2017Diploma of Financial Planning - Kaplan Professional
 Heather Kliese2017Bachelor of Business (Accountancy) - Queensland University of Technology ~ Diploma of Financial Planning - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Super Funds - Mentor Education
 Hendrik Johannes Joubert2016Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Accounting Science - University of South Africa ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Henriette Kha2015Bachelor Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ RG146 922 Derivatives - Kaplan Australia ~ RG146 923 Securities - Kaplan Australia ~ RG146 928 Margin Lending - Kaplan Australia
 Hugh Gordon Kilpatrick1983Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending and Geared Investments - Kaplan
 Iain Jeffery2002Accredited Derivatives Adviser Level 1 - ADA1 - SAFAA ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Advanced Diploma of Financial Services - Kaplan ~ Bachelor of Science - UNSW ~ Certified Financial Planner - FPA ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Master of Financial Planning - University of Sunshine Coast ~ Master of Financial Planning - University of the Sunshine Coast ~ Tier 1 Margin Lending - Kaplan
 Ian Douglas Watt2004Diploma of Business (Accounting) - Monash University ~ Graduate Diploma Accounting & Finance - Monash University
 Ian Melville Rewell1999Bachelor of Commerce - University of Western Australia ~ Margin Lending and Geared Investments - Kaplan Professional
 Ian Robert Hogarth2002Bachelor of Commerce - University of Queensland ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Practicing Accountant (CPA) - CPA Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Securities Institute
 Jacqueline Ann Ernstzen2005Diploma of Financial Services - AMP Financial Services ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Jacqueline Cooper2015Accredited Aged Care Professional - Aged Care Steps ~ Diploma of Financial Planning - Kaplan & IIT
 James Richard Trethewie2011Bachelor of Business - University of the Sunshine Coast ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending - Mentor Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 James Smith2011Advanced Diploma Financial Planning - Mentor Education ~ Diploma Financial Planning - Mentor Education ~ Masters of Financial Planning - Kaplan Professional Education
 Janie Tanya Fensom2018Bachelor of Commerce (Accounting and Finance) - Curtin University ~ Diploma of Financial Planning - Kaplan
 Jared Mitchell Ebeling2007Bachelor of Business - Southern Cross University ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Jason Benney-morris2014Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Australis College ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Mentor Educations ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Jennifer Richardson2017Bachelor of Commerce - University of Newcastle ~ FNS50615 - Diploma of Financial Planning - Pinnacle Financial Services Academy
 Jeremy Peter Darnell2007Bachelor of Commerce (Accounting) - Uni NSW ~ Chartered Accountant - ICCA (now CA) ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma in Applied Finance & Investments - Financial Services Institute of Australasia (FINSIA) ~ SMSF Course - Tribeca
 Jingtao (mark) YU2016Advising in SMSFs - CPA Australia ~ Diploma of Financial Planning FNS50611 - CPA Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan ~ Master of Information Technology - The University of Melbourne
 John Blangiardo1996Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 John Hall1980Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Anti - Money Laundering and Counter - Terrorism Financing Course - AAMC Training Group ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan
 John Michael Hedley2004Bachelor of Commerce - Melbourne University ~ Diploma of Financial Services - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 John Theodorakopoulos2015Advanced Diploma of Financial Services - Victoria University ~ Advanced Diploma of Financial Services - Victoria University ~ Anti - Money Laundering - TCP Training ~ Anti - Money Laundering Certificate - TCP Training ~ Bachelor of Business (Financial Risk Management) - Victoria University ~ Bachelor of Business - Victoria University ~ Diploma of Financial Services - Victoria University ~ Diploma of Financial Services - Victoria University ~ Self Managed Super Funds (RG146) - Integrity Education Group
 John Varsamakis1998Certificate - Investment Planning - Tribeca ~ Diploma - Financial Planning - Deakin Financial Services Pty Ltd
 Johnathan Chin Kane Hicks2017Bachelor Of Science - University of Kent ~ Diploma of Financial Planning - Mentor Education
 Jose Antonio Perez Retamal2013Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Principles in Self Managed Superannuation Funds - International Institute of Technology Pty Ltd (IIT)
 Joseph Anthony Tropeano2017Bachelor of Economics (Major in Accounting) - La Trobe University ~ Diploma of Financial Planning - AAMC ~ Master of Taxation Law - The University of Melbourne
 Joseph Vitale1992Advanced Diploma of Financial Services (Financial Planning) - Deakin Financial Services Group ~ Superannuation and Retirement Planning for Financial Services Professionals - IntegraTec
 Joydeep Choudhury2018Bachelor of Commerce - Curtin University ~ Company Directors Course - Australian Institute of Company Directors ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Julian Robert Shimmin2017Advising in SMSFs - CPA Australia ~ Bachelor of Commerce - Latrobe University Australia ~ CPA - CPA Australia ~ Diploma of Financial Planning - CPA Australia ~ Registered Tax Agent - Tax Practitioners Board
 Karen Summerville2017Bachelor of Business - University of Southern Queensland ~ Certified Practising Adviser - CPA Australia ~ Diploma of Financial Planning - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Karl Andrew Vaivads2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance - Kaplan Professional
 Kenneth Leslie Read1988Accredited Listed Product Adviser Program - Kaplan Professional ~ Certified Financial Strategist - Association of Independently Owned Financial Professionals ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional
 Kenneth Neal Taylor1988Diploma of Financial Planning Units 1,2 & 4 - Financial Planning Association ~ Estate Planning - Tribeca ~ Margin Lending & Geared Investments - Kaplan Professional ~ SMSF - Kaplan Professional ~ Skills, Managed Investments & Securities - RMIT University
 Kerree Anne Bezencon1994Bachelor of Economics (Accounting & Finance) - Monash University ~ CPA (Certified Practicing Accountant) - CPA Australia ~ Certified Financial Planner Diploma - Financial Planning Association ~ Irongroup Estate Planning Specialisation - Irongroup Lawyers ~ Specialist SMSF Advisor (SSA) Accreditation - SMSF Association (formerly SPAA)
 Kevin Hollingsworth1999Count Wealth Accountants Adviser Course - Count/Kaplan
 Kevin Ward1995Diploma of Financial Planning (equivalent units) - Various providers
 Kinda Mckean2016Diploma of Financial Planning - Kaplan
 Kosta Atanasov2006Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Bachelor of Business - Victoria University ~ Diploma of Financial Planning - Kaplan Professional
 Kristina Bogdanovic2018Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business Commerce - Monash University ~ Diploma of Financial Services (Financial Planning) - AMP Financial Planning Pty Ltd
 Lachlan Michael Caddy2018Diploma of Financial Planning - Mentor ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Lane Taylor2008Bachelor of Business - Western Australian Institute of Technology ~ Diploma of Financial Services FNB50104 - Dover Financial Training Pty Ltd ~ Diploma of Financial Services FNB50199 - Dover Financial Training Pty Ltd ~ Personal Financial Planning and Superannuation - CPA Australia ~ Postgraduate Diploma in Business - Curtin University of Technology
 Leigh Gordon Evans2000ADVANCED DIPLOMA OF BUSINESS ( ACCOUNTING) - SWINBURN UNIVERSITY OF TECHNOLOGY ~ ASSOCIATE DIPLOMA OF BUSINESS ( BANKING AND FINANCE) - BOX HILL COLLEGE OF TECHNICAL AND FURTHER EDUCATION ~ Advanced Diploma of Business (Accounting) - Swinburne University of Technology Victoria Australia ~ Associate Diploma of Business (Banking & Finance) - Box Hill College of Technical and Further Education ~ CERTIFIED FINANCIAL PLANNER - FINANCIAL PLANNING ASSOCIATION OF AUSTRALIA LIMITED ~ Certified Financial Planner - CFP ~ DIPLOMA OF FINANCIAL PLANNING - FINANCIAL PLANNING ASSOCIATION OF AUSTRALIA LIMITED ~ Diploma of Financial Planning - Financial Planning Association ~ MARGIN LENDING ACCREDITATION PROGRAM - DEAKIN PRIME ~ Margin Lending Accreditation - Stockbrokers Association of Australia
 Leyland James Roberts2014Bachelor of Commerce - Deakin University ~ RG146 Diploma (incl SMSF) - Monarch Institute
 Linda Elise Mcelroy2018Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - Kaplan
 Luke James Arthur2018Advanced Diploma of Accounting - Swinburne University of Technology ~ Bachelor of Business (Accounting) - Swinburne University of Technology ~ Diploma of Financial Planning - Monarch Institute
 Lynette Callanan-thiel2016Advanced Diploma of Financial Planning - Mentor Education ~ Associate Diploma of Business (Accounting) - Barrier Reef Institute of TAFE ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Professional Accounting - University of Southern Queensland ~ Master of Commerce - University of New England
 Mahmoud Moustafa2009Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Manita Seeder2012Bachelor of Commerce (Accounting Major) - University of Western Sydney ~ CPA Program - CPA Australia ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology
 Manuela Flora DI Giorgio2018Bachelor of Business (Accountancy) - Royal Melbourne Institute of Technology ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Taxation - Curtin University of Technology
 Marc-claude Boomgaard2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Honours Degree Bachelor of Business (Banking & Finance) - Monash University
 Maree Ann Siliato2012Accredited Aged Care Specialist - Aged Care Steps ~ Bachelor of Commerce - University of Southern Queensland ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Mark Andrew Gilliam2015Diploma of Financial Planning - International Institue of Technology ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional
 Mark Anthony Phillips2003Bachelor of Business Accounting - Victoria College / Deakin University ~ Certified Practicing Accountant - Australian Society of CPAs ~ Graduate Diploma Financial Planning - Securities Institute of Australia ~ SMSF Specialist Adviser - SMSF Association
 Mark Burgess2010Bachelor of Arts - The Australian National University ~ Certificate III in Financial Services - Securities Institute ~ PS146 Tier 2 Advisor Accreditation Program - Securities Institute ~ Tier 1 compliance solution in Gen Knowledge, Managed Inv, Derivatives, Securities,Super and Life Ins - FINSIA ~ tier 1 Compliance Solution Financial Planning - Kaplan
 Mark Cadiao2014Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Graduate Certificate of Financial Planning - Griffith University
 Mark Patrick Gardener2013Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Bachelor of Commerce (Finance) - University of Southern Queensland ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Leading and Geared Investments - Kaplan Professional Pty Ltd
 Marnie Musa2013Graduate Diploma of Financial Planning - Kaplan ~ Masters of Financial Planning - Kaplan ~ Subject Award Winner - Client Engagement Skills - Kaplan ~ Super Concepts ICFS Specialist SMSF course - University of Adelaide ~ Tax for Financial Advising - Kaplan
 Martin William Clarke2021Accredited Listed Product Adviser Program - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Mary-lou DE Angelis2000Bachelor of Business (Financial Planning) - RMIT ~ SMSF - Daniel Butler ~ SMSF - Integratec (now Kaplan)
 Matthew Caruana2013Certificate III in Financial Services - Intellitrain ~ DFP5v1 Tax for Financial Advising - Kaplan Professional ~ Diploma of Financial Planning - Australia College ~ TASACLv1 Commercial Law - Kaplan Professional
 Matthew Thomas Brown2006Advanced Diploma Financial Services (Financial Planning) FNS60404 - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Melinda Gai Schubert2010Bachelor of Commerce - University of Newcastle ~ Certified Practicing Accountant - CPA Australia ~ Essential Steps for Aged Care - Aged Care Steps ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Professional Accounting - Griffith University
 Melissa Diane Wheeler2016Bachelor of Accounting - University of Technology, Sydney ~ Diploma of Financial Planning - Pinacle
 Mervyn Richard George Wilson1987Bachelor of Science - The University of Melbourne ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Deakin University
 Michael Butler2005Diploma of Financial Planning - Pinnacle Financial Services Academy
 Michael Edward Reginald Jurgensen2011Advanced Diploma in Business - University of Southern Queensland ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Pty Ltd ~ Bachelor of Commerce (Finance) - University of Southern Queensland ~ Diploma of Financial Services (Financial Planning) - MLC ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Michael Heath2016Bachelor of Economics - La Trobe University ~ Diploma of Financial Planning - International Institute of Technology
 Michael John Caddy2011Bachelor of Education - Social Sciences - The University of Newcastle ~ Diploma Of Financial Planning - Mentor ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Professional Accounting - Griffith University ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor
 Michael Thomas Joseph Farrugia2018Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance (Financial Planning) - Charles Sturt University
 Michelle Joanne Jones2017Bachelor of Commerce (Accounting & Finance) - University of Southern Queensland ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Miles Royce Bellman2005Bachelor of Business (Economics and Finance) - Royal Melbourne Institute of Technology University ~ Company Directors Course - Australian Institute of Company Directors ~ Graduate Diploma of Applied Finance and Investment - Securities Institute Education ~ Graduate Diploma of Financial Planning - Financial Services Institute of Australasia ~ Master of Business Administration - University of Melbourne
 Monika Alicia Ponmoon2011Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending - Deakin University ~ Master of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Nash Maktumi2013Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Neil Hutchinson2000Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services - Intellitrain Training Australia ~ Graduate Diploma of Tax - Monash University ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Nicholas Christian2005ASX Listed Product Accreditation Course - LPAC Online ~ Bachelor of Business - La Trobe University ~ PS 146 - AMP Financial Services
 Nicholas Perrett2008Bachelor of Commerce (Finance, Financial Planning, Marketing) - Deakin University ~ Cert IV Mortgage Broking / Finance - AAMC ~ Chartered Accountant - Chartered Accountants Australia & NZ (formerly ICAA) ~ Diploma Financial Services (Financial Planning) - AAMC ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Nicholas Polichronopoulos1983Advanced Diploma Financial Services (Financial Planning) FNB60402 - Deakin Financial Services Pty Ltd ~ RG146 Provide Advice in Margin Lending - MLC ThreeSixty
 Nilesh Patel2016Advanced Diploma of Financial Services - Kaplan
 Osama Saad2012Advanced Diploma of Financial Planning - Mentor ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd
 Pallavi Mahajan2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Kaplan Professional
 Paolo Amoddio2015Bachelor of Business- Accounting - Phillip Institute of Technology ~ Diploma of Financial Planning - Kaplan ~ Foundations of Financial Planning Part B:Financial Planning - Kaplan ~ Insurance and Risk Protection - Kaplan
 Patrick Heath2016Bachelor of Commerce - La Trobe University ~ Diploma of Financial Planning - International Institute of Technology ~ Graduate Diploma of Chartered Accounting - The Institute of Chartered Accountants in Australia
 Paul Atkin2005Accredited Listed Product Adviser Program - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Graduate Certificate in Financial Planning - Griffith University ~ Master of Financial Planning - Griffith University
 Paul Lionel Quieros2013Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology
 Penelope Dawn Tindall2018Diploma of Financial Planning - Kaplan ~ Provide Advice in Life Insurance - Kaplan ~ Superannuation and Retirement Planning - Kaplan
 Peter Anthony Debelak2018Bachelor of Business - Griffith University ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Securities Institute ~ NLP Master Practitioner - Inform ~ Self Managed Superannuation Fund - Kaplan
 Peter Konstantopoulos1990Advanced Diploma Financial Services (Financial Planning) FNB 60402 - Deakin Financial Services Pty Ltd ~ RG146 Provide Advice in Margin Lending - MLC ThreeSixty
 Peter Lynton Slate2001Accredited Listed Products - Kaplan ~ Diploma of Financial Planning - Deakin University ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan
 Peter Michael Marmara-stewart2007Bachelor of Business and Commerce - Monash University ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Services - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Masters of Commerce - University of New England
 Peter Nicholas Malanos2004Bachelor of Business - Queensland University of Technology ~ Diploma of Financial Services - Kaplan Professional
 Peter Nigel Francis Tribolet2013Accredited Aged Care Professional - Aged Care Steps Pty Ltd ~ Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Master of Commerce (Financial Planning) - University of Western Sydney ~ Mentor Education - Margin Lending Adviser (Personal Advice) ~ SMSF Specialist Advisor - Self Managed Super Fund Association
 Peter Shan Boyd2015Bachelor of Commerce (Accounting & Finance) - Sydney University ~ Chartered Accountant - Chartered Accountants Australia & NZ (CA) ~ Diploma of Financial Planning - Pinnacle Financial Services Academy
 Phillip Andrew Lindsay Segaert2013Advanced Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending & Geared Investments - Kaplan Professional Education ~ Principles in Self Managed Superannuation Funds - International Institute of Technology
 Phillip Maxwell Meech1999Diploma of Financial Services - Kaplan ~ Superannuation & Retirement Planning - Kaplan
 Phillip Scandizzo2003Bachelor of Business (Accounting) - Monash ~ Certified Financial Planner - FPA ~ Credit Adviser - MFAA ~ Diploma of Finance & Mortgage Broking - Intellitrain
 Phong Toan VU2010Bachelor of Economics (Accounting) - University of Sydney ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Commerce - University of Sydney ~ RG146 Diploma of Financial Services - Kaplan Professional ~ Superannuation & Retirement Planning - Kaplan Professional
 Prasanth Radhakrishnan2018Bachelor of Business Administration - Monash University ~ Diploma Of Financial Planning - Integrity Education Group
 Preeti Malini Sharma2018Bachelor of Arts - The University of the South Pacific ~ CPA Program - CPA Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Qing Yun Frearson2018Bachelor of Commerce Accounting - Curtin University of Technology ~ Diploma of Financial Planning - Mentor Education
 Quentin Russell Matthew Moncrieff2013Bachelor of Business (International Business) - James Cook University ~ Diploma of Financial Planning FNS50610 - Kaplan Australia ~ RG146 Margin Lending - Kaplan Australia ~ RG146 Securities Derivatives & Managed Investments - Kaplan Australia
 Quinhat XI2007Bachelor of Business (Financial Planning) - RMIT ~ Certified Financial Planner - FPA Deakin University
 Rachel Lisa Westall2007Diploma of Financial Services (Financial Planning) - Kaplan/Tribeca
 Raema Ford2016Advanced Diploma of Marketing - Holmesglen TAFE ~ Bachelor of Business (Marketing) - Monash University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FNS50611 Diploma of Financial Planning - Pinnacle
 Ranbir Baath2015Certificate IV in Mortgage Broking - AAMC Training Group ~ Diploma of Financial Planning - Monarch Institute ~ Master of Business (Professional Accounting) - Victoria University
 Ravindra Mohan Sharma2016Advanced Diploma of Financial Planning - Integrity Education Group ~ Bachelor of Commerce (Accounting) - Rajasthan University ~ Diploma of Financial Planning - Integrity Education Group ~ Margin Lending - Integrity Education Group ~ Post-Graduate Programme in Management - Indian Institute of Management Indore
 Raymond Charles Mangion2005Diploma of Financial Services - Dover ~ Margin Lending and Geared Investments - Kaplan ~ RG146 Licensing Compliance: Self-managed Superannuation Funds - Financial Education Professionals ~ Risk Management - Tribeca
 Renato Lovisa2018Bachelors Degree in Economics - University of Naples Federico ll ~ DFP5v4 Tax for Financial Advising - Kaplan professional ~ Diploma if Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Specialist Degree in Economics - University of Naples Federico ll
 Rhys James Rolls Reilly2015Diploma of Financial Planning - Investment Banking Institute ~ RG146 Tier 1 Insurance Broking Compliance - Australian and New Zealand Institute of Insurance and Finance
 Ricky Neville Kennedy1988Bachelor of Engineering (Electrical) - Footscray Institute TechNology ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty ~ SMSF Specialist Adviser - SMSF Association
 Robert Andrew Veitch2014Bachelor of Economics - University of Adelaide ~ Diploma of Financial Planning - Mentor ~ Masters of Taxation - University of NSW ~ Professional Certificate in SMSF - University of Adelaide ~ SMSF Specialist Adviser - SMSF Association (formerly SPAA)
 Robert Bauman1999BSci in Bus Admin (Hons) - University of Tennessee ~ Introductory Training Course - Count Wealth Accountants ~ Master of Business Administration - Georgia State University ~ SMSF - Kaplan ~ Self Managed Superannuation Funds - Count Wealth
 Robert James O'reilly2015Advanced Diploma Of Financial Planning - Monarch Institute ~ Bachelor of Commerce - University of Southern Queensland ~ Diploma of Financial Planning (Qualification) - Monarch Institute
 Robert Jesmond DE Bono2007Advance Diploma of Financial Planning - Monarch ~ Anti-Money Laundering - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism - Griffith University ~ Graduate Certificate in Financial Planning - Griffith University
 Robert Perri2015Bachelor of Economics - Australian National University ~ Diploma of Financial Planning (FNS50610) - Kaplan Professional
 Robin James Creasey2016Bachelor of Arts (Accounting) - SA Institute of Technology ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF Personal Advice Course - Pinnacle Financial Services Academy
 Rocky Hoffman2006Diploma of Finance and Morgage - Intellitrain ~ Diploma of Financial Planning - Mentor Education
 Rodney George Trustum2004Advanced Diploma of Applied Finance and Investment - Kaplan Professional ~ Bachelor of Business (Accounting and Finance) - Southern Cross University ~ Chartered Accountant - Institute of Chartered Accountants Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Rodney Michael Paul2008DFP - Kaplan ~ Taxation and Estate Planning - Kaplan
 Rodney Parrish2016Bachelor of Business - The University of New England ~ Diploma of Financial Planning - International Institute of Technology
 Roger Gow2001Diploma of Financial Planning (Adv) - Deakin University ~ Self Managed Superannuation Funds - Kaplan
 Russell Stanley Phillips1997Bachelor of Commerce - Monash University ~ Graduate Diploma in Financial Planning - Securities Institute
 Samentha Reddy2016Diploma of Financial Planning - Monarch Institute
 Sammy Jimm Marfatia2017Bachelor of Commerce - University of Bombay ~ Diploma of Financial Planning - Mentor ~ Self Managed Superannuation Funds - Kaplan Professional
 Samuel William Hunter2018Diploma of Financial Planning FNS50615 - Kaplan Professional ~ Diploma of Insurance Broking FNS51215 - The Financial Services School
 Sandra Jeanne Kent2014Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Social Science (Economics, Industrial and Organizational Psychology) - University of Cape Town (South Africa) ~ Bachelor of Social Science (Honours in Economics) - University of Cape Town (South Africa) ~ Diploma of Financial Planning - Monarch Institute
 Sara Jane Kalcic2008Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Tribeca ~ Graduate Diploma in Applied Finance - Kaplan Professional Education
 Sarah Amy Rickuss2010Advanced Diploma of Financial Services (Superannuation) - The Association of Superannuation Funds of Australia Limited ~ Bachelor of Business (Financial Planning) - RMIT University ~ Diploma of Financial Services (Superannuation) - The Association of Superannuation Funds of Australia Limited ~ Margin Lending Accreditation Program - Deakin Prime Corporate Education
 Sashikala Veale2016Bachelor of Business - Charles Sturt University ~ CPA Program Professional Level - CPA Australia ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Scott Haywood1997Bachelor of Business (Business Administration) - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty
 Scott Levingston2009Bachelor of Economics - La Trobe University ~ Diploma of Finance and Mortgage Broking Management - AAMC Training Group ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Principles in Self Managed Superannuation Funds - International Institute of Technology
 Scott Naughton1991Diploma Of Financial Services - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional
 Shana Polichronopoulos2018Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Bachelor Accounting - La Trobe University ~ Diploma Financial Planning FNS50615 - Kaplan Australia
 Shane Desmond Miller2010Certified Financial Planner - Financial Planning Association ~ Margin Lending and Geared Investments - Kaplan Professional ~ Masters of Business Administration - Deakin University ~ RG 146 Certification - Kaplan Professional ~ SMSF Certification - Pinnacle Financial Services Academy
 Shane Michael Neaves2016Bachelor Business - RMIT ~ Certificate IV in Finacial Services - TAFW NSW ~ Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services - TAFE NSW
 Silvio Gerard Marinelli2014Bachelor of Business - Deakin University ~ Diploma of Financial Planning - Kaplan Professional ~ SMSF National Conference - SMSF Association ~ Succession Planning - Succession +
 Simon Coelho2014Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning - International Institute of Technology ~ GDip Financial Planning - Kaplan
 Stacey Rowles2013Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - International Institute of Technology
 Stefano Marmotta2011Bachelor of Business - Griffith University ~ Certified Practicing Accountant - CPA Australia ~ Diploma in Financial Planning (RG146) - Pinnacle Financial Services ~ Ethics and Professionalism in Financial Advise - Kaplan Professional ~ Graduate Diploma in Financial Management - The University of New England
 Stephanie Michaela Dyer0Bachelor of Commerce (Financial Planning) - USC Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Stephen James Goodwin2009Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Intellitrain ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Stephen John Clarkson2014Bachelor of Business - Monash University ~ RG146 - Life Insurance - Mentor Education
 Stephen Paul Haug1999Diploma of Financial Planning - Financial Planning Association & Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Steve King Tong Leung2005Diploma of Arts (Library and Information Science) - Charles Sturt University ~ Graduate Diploma of Financial Planning - FINSIA ~ Margin Lending and Geared Investments - Kaplan Education Pty Ltd ~ SMSF Adviser Education Program - Financial Essentials
 Steven Kostovski2008Bachelor of Business (Banking & Finance) - Victoria University of Technology ~ Diploma in Financial Planning - PS146 Training Australia
 Stuart Alistair Hunter2011Associate Degree in Commerce - University of Southern Queensland ~ Associate Diploma of Business (Accounting) - Queensland Distance Education College ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Stuart James Fitzpatrick2005Bachelor of Business (Accounting) - Charles Stuart University ~ CFP Program - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - FINSIA (Financial Services Institute of Australasia) ~ RG146 Superannuation - Infinity (was Terra Cordis)
 Stuart John Dinning2005Diploma of FInancial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan ~ Taxation Planning - Kaplan
 Stuart Paul1988Bachelor of Economics - University of Sydney ~ Diploma of Financial Planning - IAFP
 Sue Hea LY1999Bachelor of Commerce - University of Adelaide ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Susan Elizabeth Cooper2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Engineering (Electrical) - University of Melbourne ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Business Administration - Deakin University
 Tamara Fanning2010Bachelor of Commerce (Accounting, Finance & Financial Planning with Distinction) - Deakin University ~ CPA Professional Year - CPA Australia ~ SMSF Personal Advice - Pinnacle Financial Services
 Therese Marie Raso2017Bachelor of Business Accounting - University of Western Sydney (Nepean) ~ Diploma of Financial Planning - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ SMSF Adviser (Personal Advice) - Mentor Education
 Thomas Cobden Lewis Border1996Bachelor of Financial Administration - University of New England ~ Diploma of Financial Planning - Deakin University/FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Thomas Jacomb Foster2010ASX Accredited Derivatives Adviser Level 1 - Kaplan ~ CFP - FPA ~ Diploma of Financial Planning - FPA ~ Graduate Diploma In Applied Finance & Investmetn - Securties Institute ~ Margin Lending Accreditation Program - DeakinPrime
 Timothy Brett Fredericks2004ASX Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Business - University of New England Northern Rivers ~ Graduate Diploma in Financial Planning - Securities Institute ~ Self Managed Superannuation Fund - Kaplan Professional Education
 Timothy Ryan2000Bachelor of Commerce - University of Western Australia ~ Diploma of Financial Planning - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - International Institute of Technology
 Treanna Marlene Michlik2018Diploma of Financial Planning - AAMC Training Group ~ Ethics in Professionalism in Financial Advice - Kaplan Professional
 Vandana Tater2013Bachelor of Commerce - University of Mumbai ~ Diploma of Financial Services - Other ~ Graduate Diploma of Financial Planning - FINSIA
 Vanessa Louise Peasley2018Bachelor of Commerce / Bachelor of Laws - Deakin University ~ Diploma of Financial Planning - Think Academy of Business & Technology
 Vincent Wong2012Bachelor of Accounting (Maj.Accounting, Financial Planning) - La Trobe University
 Vitalijs Golubciks2014Bachelor of Commerce (Finance & Financial Planning) - Deakin University ~ Graduate Certificate in Taxation - Curtin University
 Wayne Andrew Powter2003Advanced Diploma Financial Services (Financial Planning) FNB60402 - MLC ThreeSixty ~ Diploma Financial Services (Financial Planning) FNB50802 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Wayne Lucerne1994Diploma of Financial Planning - Deakin ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ SMSF Specialist Adviser - SPAA
 Won Sil Kang2017Bachelor of Commerce - Accounting - Macquarie University ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Chartered Accounting - The Institute of Chartered Accountants in Australia ~ Master of Taxation - The University of Sydney
 Xiren Wan2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Advice Accreditation Training Program - Aged Care Steps Pty Ltd ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance - University of Western Sydney ~ Master of International Business - University of Western Sydney
 Yingyi Chen2013AU Inhouse Assessment - Securities - AUPFS ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - University of Western Australia ~ Bachelor of Commerce - University of Western Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Master of Finance - Curtin University ~ Master of Finance - Curtin University
 Yonit Udis2010RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Zaheer Lalani2007Diploma of Financial Services (Financial Planning) - Finsia
 Zelko Maric2012Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Zongqi Xie2016Bachelor of Commerce - Curtin University of Technology ~ Diploma of Commerce - Curtin University of Technology ~ Diploma of Finance & Mortgage Broking Management - AAMC Training Group ~ Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Services - Integrity Education Group