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

Name First provided advice Qualification and trainings
 Aaron Mark Washfold 2007 2002 - Bachelor of Commerce Economics and Finance - Bachelor Degree (AQF 7) - Curtin University of Technology ~ 2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2011 - Provide Advice in Margin Lending - Other - MLC ~ 2017 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2018 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
 Adam Craig Bolton 2011 2010 - Bachelor of Commerce - - Bond University ~ 2015 - Graduate Diploma of Financial Planning - - Kaplan ~ 2017 - Master of Financial Planning - - Kaplan
 Adam John Hill 2015 2002 - Bachelor of Business (Accounting) - - Southern Cross University ~ 2004 - Progessional Practice - - IPA ~ 2012 - Chartered Tax Adviser (CTA) - - The Tax Institute ~ 2015 - Diploma of Finance and Mortgage Broking Management - - AAMC Training Group
 Adrian Han Hong NG 2018 2007 - Bachelor of Economics - - The University of Adelaide ~ 2012 - Graduate Certificate of Commerce - - The University of Adelaide ~ 2017 - Diploma of Financial Planning - - Kaplan ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Adrian Jonas Rachele 2010 2009 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Alan Ban Seng Khaw 2014 2014 - Diploma of Financial Planning - - Kaplan Professional education
 Alexandra Mary Jeffery 2018 2018 - FNS50615 DIPLOMA OF FINANCIAL PLANNING - - IIT
 Alison Jean Hamilton 2009 1997 - Bachelor of Financial Administration - Bachelor Degree (AQF 7) - The University of New England ~ 2000 - Chartered Accountant - Professional Designations - CA ANZ ~ 2004 - Diploma of Financial Services - Diploma (AQF 5) - Securities Institute ~ 2004 - Self Managed Superannuation Funds - Other - Tribeca ~ 2013 - Insurance and Risk Protection - Other - Kaplan
 Allan Brindley 1996 1987 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of Sydney ~ 1990 - Chartered Accountant - Professional Designations - CA ANZ ~ 2011 - Self Managed Superannuation Funds - Other - Kaplan ~ 2017 - Accredited Listed Product Adviser Program - Other - Kaplan
 Anand Gupta 2017 2017 - Diploma of Financial Planning - - Monarch Institute
 Andrew David Lane 2000 2013 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2013 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2017 - Self Managed Superannuation Funds - - Mentor ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University
 Andrew Dougherty 2007 1990 - Bachelor of Business - Bachelor Degree (AQF 7) - The University of New England ~ 2008 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Mentor Education group ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Mentor Education Group
 Andrew Geoffrey Shaw 2001 1995 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Monash University ~ 2001 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2005 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Andrew James O'neil 1988 1996 - Bachelor of Business (Accounting and Finance) - Bachelor Degree (AQF 7) - Edith Cowan University ~ 1997 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association ~ 1998 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2004 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2012 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2014 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional ~ 2021 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
 Andrew James Washfold 2012 2012 - Diploma of Financial Services - - Kaplan ~ 2016 - Advanced Diploma of Financial Services - - Kaplan
 Andrew John Evans 2003 2001 - Bachelor of Commerce Economics and Finance - Bachelor Degree (AQF 7) - Curtin University of Technology ~ 2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2016 - SMSF101 specialist adviser course - Other - The SMSF Academy
 Andrew Steven Adler 1997 1994 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of Sydney ~ 2000 - Master of Commerce - Masters Degree (AQF 9) - The University of Sydney
 Andrew William North 2016 2001 - Master of Commerce (Accounting) - - The University of Sydney ~ 2014 - Diploma of Financial Planning - - Kaplan Professional ~ 2014 - Graduate Diploma of Financial Planning - - Kaplan Professional ~ 2016 - Self-Managed Superannuation Funds - - Kaplan Professional
 Angela Elizabeth Martyn 1989 1999 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2000 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - RMIT ~ 2011 - Estate Planning - Other - University of Technology Sydney ~ 2014 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Anna Maria Del Biondo 1999 2001 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2005 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2007 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Anna Maria Marczyk 2016 2010 - Master of Professional Accounting - Masters Degree (AQF 9) - Central Queensland University ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Anne Therese Steer 1999 2004 - Diploma of Financial Advising - Advanced Diploma (AQF 6) - Securities Institute Australia ~ 2005 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2005 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Anthony Justin Brett 2018 2016 - Bachelor of Business - - University of Technology Sydney ~ 2017 - Diploma of Financial Planning - - Monarch Institute ~ 2018 - Responsible Managers - - Financial Education Professionals ~ 2019 - Responsible Managers Course - Other - Financial Education Professionals
 Anthony Michael Barbagallo 1988 1992 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 1995 - Certified Practicing Accountant - Professional Designations - CPA Australia ~ 1999 - RG146 DFP8 & PKE - Diploma (AQF 5) - Financial Planning Association (FPA) ~ 2000 - Certified Financial Planner - Professional Designations - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Australia
 Anthony Mitry 2012 2012 - Diploma of Financial Services (Financial Planning) - - Intellitrain
 Anthony Scandizzo 2012 1997 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University ~ 1998 - CPA - Professional Designations - CPA Australia ~ 2012 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Pinnacle Financial Services Academy
 Arjun Palaniappan 2016 2013 - Master of Applied Finance - Masters Degree (AQF 9) - University of Adelaide ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2022 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Ashley John Walz 2014 1998 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - Intellitrain Pty Ltd ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Ashley Karl James Brown 2018 2017 - Competencies for part of Diploma of Financial Planning - - Monarch Institute ~ 2018 - Diploma of Financial Planning - - Monarch Institute ~ 2021 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
 Ashton Giles Cramond 2018 2016 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Bond University ~ 2020 - Ethics & Professionalism in Financial Advice - Graduate Certificate (AQF 8) - Kaplan Professional ~ 2021 - Accredited Listed Product Adviser Progam - Other - Kaplan Profession ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Auden Francis Harrop 2010 2009 - ASX ALPA - - Kaplan Professional ~ 2009 - Certificate IV Financial Services - - Intellitrain ~ 2009 - Graduate Certificate in Wealth Management - - Deakin University ~ 2014 - Masters of Commerce - - Deakin University
 Austin James Carvalho 2001 2011 - Diploma of Financial Planning - - Mentor Education ~ 2012 - Margin Lending And Geared Investments - - Kaplan edcuation ~ 2014 - Advanced Diploma of Financial Planning - - Mentor Education ~ 2014 - Self Managed superannuation Funds - - Mentor Education
 Aymeric Lecole 2017 2016 - Advance Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2017 - FNS10 Financial Services Training Package - Other - Terra Cordis ~ 2017 - Provide advice Margin Lending - Other - AAMC Training Group
 Azim Pir 2016 2011 - Diploma of Financial Services - - RMIT University ~ 2015 - Diploma of Financial Planning - (Foundations of Financial Planning Unit) - - Kaplan Professional Education ~ 2016 - Diploma of Financial Planning - (Insurance and Risk Protection Unit) - - Kaplan Professional Education ~ 2016 - Diploma of Financial Planning - (Superannuation and Retirement Planning Unit) - - Kaplan Professional Education
 Bao Dinh Tran 2013 2000 - Bachelor of Business (EcoNomics & Finance) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT) ~ 2003 - Diploma of Financial Services (FP) FNS50804 - Diploma (AQF 5) - Mentor Education Group ~ 2013 - Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Ben Tsang 1998 1983 - Bachelor of Commerce - - University of New South Wales ~ 1988 - Master of Finance - - University of New South Wales ~ 1999 - Certified Financial Planner - - Financial Planning Association of Australia
 Benjamin Evans Fitch 2013 1997 - Bachelor of Business (Accountancy) - - Queensland University of Technology ~ 2013 - Diploma of Financial Planning - - International Institute of Technology ~ 2014 - Accredited Aged Care Professional - - Aged Care Steps ~ 2014 - Margin Lending - - International Institute of Technology ~ 2014 - Self Managed Superannuation Funds - - International Institute of Technology
 Benjamin Herzog 2013 2015 - Diploma of Financial Planning - - Investment Banking Institute ~ 2015 - SMSF - - Kaplan
 Benjamin John Nicholson 2023 1993 - Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Benjamin Michael Stagg 0 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Griffith University
 Benjamin Stone 2016 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2016 - Bachelor of Commerce (Accounting and Financial Planning) - - Deakin
 Bill The Truong 2017 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Master Of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Bradley Cochrane 1994 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2013 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning (ADFP) - Advanced Diploma (AQF 6) - Kaplan Professional
 Bradley Kent Luke 1987 1995 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 1996 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Mortgage & Finance Association of Australia (MFAA)
 Brendon Hunt 2007 2007 - Diploma of Financial Planning - Diploma (AQF 5) - Tribeca ~ 2009 - Diploma of Financial Services - Diploma (AQF 5) - Mentor Education Group ~ 2010 - Margin Lending & Geared Investments - - Kaplan ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2018 - Self Managed Superannuation Funds - Other - Kaplan
 Brett Jace Grocke 2016 2016 - Bachelor of Commerce majors in Finance and Financial Planning - - Deakin Univertsity ~ 2017 - Self Managed Superannuation Funds - - Kaplan Education Pty Ltd
 Brett Robert James 2014 2014 - Diploma of Finanical Planning - Diploma (AQF 5) - Kaplan Professional ~ 2023 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Brett Strong 2003 2002 - Risk Management - - Integratec ~ 2003 - Certificate IV in Financial Planning - - Integratec ~ 2004 - Estate Planning - - Integratec ~ 2004 - Self Managed Superannuation Funds - - Tribeca ~ 2013 - Diploma of Financial Planning - - Pinnacle Financial Services Academy
 Brian Paterson 1981 1981 - Bachelor of Business - - Victoria University of Technology (formerly Footscray Institute of Technology) ~ 2008 - Diploma of Financial Services ( Financial Planning) - - Three Sixty ~ 2010 - Certificate IV Financial Services ( Brokering ) - - Intellitrain ~ 2010 - Margin Lending & Geared Investments - - Kaplan ~ 2014 - Diploma Of Financial Planning - - International Institute of Technology
 Brodie Lee Read 2015 2013 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2016 - Certificate IV in Finance and Mortgage Broking FNS40815 - Certificate (AQF 1-4) - AAMC Training Group ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - kaplan Professional
 Bruce Bernhardt Foye 1973 1973 - Bachelor of Arts - - Macquarie University ~ 1973 - Diplima of Education - - Macquarie University ~ 1998 - Certified Financial Planner - - CFP ~ 2020 - EPAdvantage 'Real Life Estate Plans' Course - Other - SuperCentral
 Bryce Leigh Quirk 2012 2002 - Bachelors of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
 Caillin Darcy Clyne 2023 2021 - Bachelor of Commerce Majoring in Financial Planning and Finance - Bachelor Degree (AQF 7) - Deakin University ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Caitlin Georgia Tenaglia 0 2023 - Bachelor of Business Major in Financial Planning - Bachelor Degree (AQF 7) - Swinburne University of Technology
 Campbell Korff 2013 1995 - Bachelor of Laws - - UTS ~ 2012 - Master of Business Administration - - The University of Chicago ~ 2015 - Diploma of Financial Planning - - Australis College
 Charbel Fahd 2006 1998 - Tax Agent - - Tax Practitioners Board ~ 2006 - Diploma of Financial Planning - - Tribeca ~ 2008 - SMSF Audit Course - - Institute of Public Accountants ~ 2012 - Diploma of Finance and Mortgage Broking Management - - NSW TAFE
 Chevonne Katheryn Rees 2018 2001 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Monash University ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2019 - Self Managed Superannuation Fund Adviser (Personal Advice) - Certificate (AQF 1-4) - Mentor Education ~ 2023 - Accredited Aged Care Professional program - Other - Aged Care Steps ~ 2023 - Aged Care Specialist - Professional Designations - FAAA
 Christian Skok 2018 2017 - Diploma of Financial Planning - - Integrity Education Group
 Christie Lee Rigg 2004 2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2017 - Advanced Diploma Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Mentor Education Group ~ 2017 - Diploma Financial Planning FNS50615 - Diploma (AQF 5) - Mentor Education Group
 Christopher Alan East 1999 1995 - Bachelor of Business - Bachelor Degree (AQF 7) - LaTrobe University ~ 1998 - Certified Practising Accountant - Professional Designations - CPA Australia ~ 2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 2008 - SMSF Specialist Advisor - Professional Designations - SMSF Association ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Christopher Beks 1999 1982 - Bachelor of Business - Bachelor Degree (AQF 7) - Bendigo College of Advanced Education ~ 1985 - Graduate Diploma in Accounting - Graduate Diploma (AQF 8) - Warrnambool Institute of Advanced Education ~ 2003 - Self Managed Superannuation Funds - - Compund Investments ~ 2008 - Cert IV in Financial Services (Finance/mortgage broking) - - Intellitrain ~ 2010 - Margin Lending & Geared Investments - - Kaplan
 Christopher Raymond Guy 2005 2002 - Bachelor of Business - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 2006 - Accredited Mortgage Consultant - Other - Mortgage and Finance Association of Australia ~ 2008 - Master of Financial Planning - Masters Degree (AQF 9) - Royal Melbourne Institute of Technology ~ 2009 - Certified Financial Planner - Professional Designations - FPA
 Christopher Simon Shaw 2007 1999 - Bachelor of Commerce - - University of Adelaide ~ 2004 - Diploma of Chartered Accounting - - Chartered Accountants Australia New Zealand ~ 2014 - Diploma of Financial Planning - - International Institute of Technology
 Christopher Turtle 2001 1987 - Bachelor of Theology - Bachelor Degree (AQF 7) - Melbourne College of Divinity ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2019 - Graduate Certificate in SMSF - Certificate (AQF 1-4) - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Clint Groenmeyer 2012 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy ~ 2019 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Central Queensland University
 Clyde Mark Gonsalvez 2011 2006 - Bachelor of Applied Finance with the degree of Bachelor of Commerce - Accounting - Bachelor Degree (AQF 7) - Macquarie University ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education ~ 2013 - AMP & ICFS Specialist SMSF Course - Other - The University of Adelaide International Centre for Financial Services ~ 2016 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional Education ~ 2017 - DFP5v1 Tax for Financial Advising (Short Answer Exam) - Other - Kaplan Professional Education ~ 2017 - TASACLv1 Commercial Law - Other - Kaplan Professional Education
 Craig Matthew Jackson 2004 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Financial Services ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2016 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Craig William Hargraves 2004 2000 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Damian Edward Mccormack 2013 2014 - Diploma of Financial Planning - Diploma (AQF 5) - AAMC Training Group ~ 2016 - DFP5v1 Tax for Financial Advising - Certificate (AQF 1-4) - Kaplan Professional ~ 2017 - TASALv1 Commercial Law - Certificate (AQF 1-4) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Dane Andrew Baldwin 2018 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute ~ 2018 - Graduate Certificate in Commerce - Graduate Certificate (AQF 8) - Charles Sturt University
 Daniel Jonathon Bridges 0 2023 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Monarch Institute ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Daniel Matthew Carini 2011 1992 - Bachelors of Applied Science(Physiotherapy) - Bachelor Degree (AQF 7) - The University of Sydney ~ 2001 - Diploma of Financial Services(Financial Planning) - Diploma (AQF 5) - Intellitrain ~ 2004 - Master of Applied Finance and Investment - Masters Degree (AQF 9) - Securities Institute ~ 2017 - DFP5v1 Tax for Financial Advising - Other - Kaplan Professional ~ 2017 - TASACLv1 Commercial Law - Other - Kaplan Professional
 Daniel Richard Collins 2004 2005 - CFP Education Program - Professional Designations - FPA ~ 2016 - Master of Science in Financial Planning & Business Management - Masters Degree (AQF 9) - Manchester Metropolitan University ~ 2020 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Daniel Skinner 2014 2012 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Curtin University ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Daniel Timothy Jackson 2015 2013 - Diploma of Financial Planning - - Kaplan Professional ~ 2017 - Graduate Certificate in Financial Planning - - Kaplan Professional ~ 2018 - Graduate Diploma of Financial Planning - - Kaplan Professional ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Danielle Green 2011 2006 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education ~ 2012 - Principles of Self Managed Superannuation Funds - - International Institute of Technology ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional Education ~ 2022 - Responsible Managers - Other - Financial Education Professionals
 Danielle Hayley Nyree Meyers 2004 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2019 - Graduate Certificate in Financial Planning - Certificate (AQF 1-4) - Kaplan ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2023 - Financial Planner AFP - Professional Designations - Financial Advice Association Australia (FAAA) ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
 Darren Glen Tindall 2013 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2013 - Margin Lending - Other - Kaplan ~ 2015 - Self Managed Super Funds - Other - Kaplan ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Darryl John Jopling 2001 2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association ~ 2008 - Certificate IV in Financial Services (Mortgage Broking) - - Intellitrain Pty Ltd ~ 2009 - Self Managed Superannuation Funds - - Financial Services Training & Assessment Pty Ltd ~ 2013 - Margin Lending - - Kaplan Professional ~ 2018 - Certified Financial Planner - Professional Designations - Financial Planning Association
 David Carson 2013 2007 - Bachelor of Arts - Bachelor Degree (AQF 7) - The University of Western Australia ~ 2013 - Taxation and Estate Planning - Other - Kaplan Professional ~ 2015 - 928 Margin Lending - Knowledge only - Other - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning FNS60410 - Advanced Diploma (AQF 6) - Kaplan Professional
 David John Currie 2009 2000 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy ~ 2003 - Bachelor Of Business - Bachelor Degree (AQF 7) - Griffith University ~ 2013 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
 David Kuok Leong Chong 2013 2007 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy ~ 2018 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2019 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 David Osmond 2016 2002 - Advanced Diploma of Business (accounting) - - Holmsglen ~ 2014 - Diploma of Financial Planning - - Pinnacle
 David Stephen Moloney 2007 2007 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2010 - Certified Financial Planner Certification - Professional Designations - FPA ~ 2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 David Thomas Gidney 2014 2014 - Diploma of Financial Planning - - Mentor Education ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 David Tilley 1994 1981 - Diploma of Business Studies - Diploma (AQF 5) - Prahran College of Advanced Education ~ 2002 - Discovering The Options of Securities & Futures - Other - CPA Australia ~ 2002 - Insurance and Risk in the Financial Planning - Other - CPA Australia ~ 2002 - Intensive Course in Financial Planning - Other - CPA Australia ~ 2017 - Self Managed Superannuation Funds - Other - Kaplan Professional
 Dean Arnold Powter 1994 2000 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2000 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Debbie Goss 2004 2002 - Diploma of Business (Banking and Finance) - Diploma (AQF 5) - TAFE SA ~ 2005 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute ~ 2006 - Risk Management - Other - Tribeca ~ 2008 - Certified Financial Planner - Professional Designations - FPA ~ 2012 - Margin Lending - Other - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Denise Kay Kipling 1998 2002 - Diploma of Financial Planning DFP1-8 - - Financial Planning Association ~ 2019 - Financial Adviser Exam - Other - ASIC
 Diamando Comakis 2004 1993 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - University of South Australia ~ 2006 - Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - FINSIA Education (Kaplan Professional) ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2012 - CPA - Professional Designations - CPA Australia
 Diane Frances Birtles-crute 2012 2012 - RG146(Tier 1) in Financial Planning, Insurance, Superannuation - Other - Intellitrain ~ 2016 - Securities and Managed Investments - Other - Kaplan Professional ~ 2017 - DFP5v2 Tax for Financial Advising - Other - Kaplan Professional ~ 2017 - TASACLv1 Commercial Law - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Diane Toll 2011 2004 - Foundation DFP - - FPA ~ 2011 - Diploma of Financial Services - - Kaplan ~ 2011 - Margin Lending and Geared Investments - - Kaplan
 Dianna Mary Butterworth 2018 1998 - Bachelor of Commerce - - University of Melbourne ~ 2008 - Graduate Diploma of Applied Finance and Investment - - Finsia ~ 2018 - Diploma of Financial Planning - - CPA Australia
 Dinesh Aggarwal 2015 2010 - Graduate Diploma of Chartered Accounting - Other - The Institute of Chartered Accountants in Australia ~ 2015 - Diploma of Financial Planning - - Integrity Education Group ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group ~ 2015 - Self-Managed Super Funds (SMSF) & Margin Lending (ML) - Other - Integrity Education Group ~ 2017 - FCPA - Professional Designations - CPA Australia ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group
 Dinesh Damian Rajah 2018 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
 Dominic Charles O'regan 2018 2018 - Diploma of Financial Planning - - iit ~ 2021 - Financial Adviser Exam - Professional Designations - FASEA ~ 2022 - Graduate Diploma of Finanicla Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Dong Nguyen 2022 2011 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Victoria University ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Edward Andrew Caddle 1999 1982 - Bachelor of Science - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 1982 - Certificate of Technology - Certificate (AQF 1-4) - Royal Melbourne Institute of Technology ~ 1999 - Master of Business Administration - Masters Degree (AQF 9) - University of Sydney ~ 2005 - Certified Financial Planner - Professional Designations - Financial Planning Association
 Eleonor Klopsch 1992 1991 - Bachelor of Economics - - Monash University ~ 2001 - Graduate Diploma of Financial Planning - - Deakin University / Financial Planning Association ~ 2002 - Certified Financial Planning - - Financial Planning Association ~ 2010 - ASX Listed Products Accreditation - - Alpha Structured Investments / ASIC ~ 2011 - Accredited Estate Planning Specialist - - University of Technology, Sydney / Financial Planning Association
 Elise Moskowitz 2013 2007 - Bachelor of Commerce - - Monash University ~ 2012 - CPA Program - - CPA Australia ~ 2013 - Diploma in Financial Services - - Dover Financial Services
 Eric Alastair Sears 1991 1975 - Bachelor of Business - Bachelor Degree (AQF 7) - Western Australian Institute of Technology ~ 1984 - Certified Practising Accountant - Professional Designations - The Australian Society of Certified Practising Accountants ~ 2008 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan
 Ferras Merhi 2013 2005 - Diploma of Accounting - - VBC ~ 2010 - Bachelor of Business (accounting) - - Victoria University ~ 2013 - Diploma of Financial Planning - - IBI
 Frederick Cornelius Adlam 2016 1999 - Bachelor of Commerce (Institusionele Investment) - Bachelor Degree (AQF 7) - University of Stellenbosch ~ 2000 - Bachelor of Commerce (Quantitative Portfolio Management) - Bachelor Honours Degree (AQF 8) - University of Stellenbosch ~ 2013 - Certificate IV in Finance and Mortgage Broking - Other - Kaplan Professional ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Gabriel Carey 2009 2004 - Diploma of Financial Planning - - Deakin University ~ 2013 - Master of Business Admin - - The University of New South Wales
 Garrett Peter Woods 2018 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2018 - TASA and the TPB Code of professional conduct - Other - Kaplan Professional ~ 2019 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - Macquarie University ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Garry Peter Crole 1988 1982 - Diploma of General Insurance - - Australian Insurance Institute ~ 2000 - Diploma of Financial Services - - Deakin ~ 2013 - Company Directors Course - - Australian Institute of Company Directors ~ 2020 - Margin Lending Accreditation - Other - Western Sydney University The College
 Gary Mccluskey 1987 1978 - Diploma in Business Studies (Accounting) - - Swinburne ~ 1983 - Graduate Diploma Accounting - - Swinburne ~ 2002 - RG146 - - CPA Australia ~ 2002 - RG146 - - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Gavin James Bottrell 2016 2000 - Bachelor of Commerce - - The University of Newcastle ~ 2016 - RG146 - - AAMC Training Group ~ 2017 - Diploma of Financial Planning - - AAMC Training Group
 Gavin Joseph Jolley 2004 2001 - Bachelor of Economics - - La Trobe University ~ 2005 - Advanced Diploma of Financial Planning - - University of Technology, Sydney / Tribeca
 Gavin Melican 2010 1983 - Bachelor of Business (Accounting Major) - - RMIT ~ 2000 - Diploma of Financial Planning - - Deakin
 Geoffrey Carne Trewarn 1986 1983 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne Institute of Technology ~ 1983 - CPA Orientation - - CPA Australia ~ 1986 - Graduate Diploma in Public Accounting - Graduate Diploma (AQF 8) - Phillip Institute of Technology ~ 2001 - Certified Financial Planner - - Financial Planning Assoc. ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Geoffrey Thomas Walley 2011 2011 - RG146 in Financial Planning Principles, Insurance, Superannuation - - Intellitrain ~ 2012 - Margin Lending - - Kaplan
 George Stivactas 2014 1988 - Diploma in Accountancy - - St George TAFE ~ 2013 - Registered Auditor - - ASIC ~ 2014 - Diploma in Financial Planning - - Mentor Education
 Glenn Allan Cameron 2000 1997 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of New England ~ 2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association ~ 2012 - Diploma of Finance and Mortgage broking Management - Diploma (AQF 5) - Intellitrain Pty Ltd ~ 2017 - Masters of Financial Planning - Masters Degree (AQF 9) - Griffith University ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Glenn John Loadsman 2008 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2012 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - International Institute of Technology (IIT) ~ 2013 - Principles in Self Managed Superannuation Funds - Other - International Institute of Technology (IIT) ~ 2018 - FNS60415 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Grant Andrew Dwyer 2007 2007 - Diploma of Financial Services (Financial Planning) - - Mentor Education ~ 2011 - SMSF Accreditation - - Kaplan ~ 2013 - Advanced Diploma of Financial Services - - Mentor Education
 Grant Joseph Tenni 1984 1982 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne ~ 1998 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association
 Hans Egger 1998 1992 - Bachelor of Business (Marketing) - - Charles Sturt University ~ 1998 - Graduate Diploma of Applied Finance and Investment - - Kaplan Professional (formerly FINSIA) ~ 2002 - Graduate Diploma of Financial Planning - - Kaplan Professional (formerly FINSIA) ~ 2004 - Certificate III in Mortgage Lending - - TAFE - NSW ~ 2009 - Certificate IV in Financial Services (Finance/Mortgage Broking) - - Australis College (formerly Intellitrain)
 Harman Singh Dhillon 2021 2020 - Grad Dip Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2020 - Masters Financial Planning - Masters Degree (AQF 9) - Kaplan
 Heather Elizabeth Mcinnes 2017 2001 - Bachelor of Business (Accountancy) - - Queensland University of Technology ~ 2017 - Diploma of Financial Planning - - Mentor Education ~ 2017 - Self Managed Super Funds - - Mentor Education ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Hendrik Johannes Joubert 2016 1984 - Bachelor of Accounting Science - Bachelor Degree (AQF 7) - University of South Africa ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Henriette Kha 2015 2015 - Diploma Financial Planning FNS50611 - Diploma (AQF 5) - Kaplan Australia ~ 2015 - RG146 922 Derivatives - Diploma (AQF 5) - Kaplan Australia ~ 2015 - RG146 923 Securities - Diploma (AQF 5) - Kaplan Australia ~ 2015 - RG146 928 Margin Lending - Diploma (AQF 5) - Kaplan Australia ~ 2017 - Bachelor Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT)
 Henry Bourne 2007 2016 - DIPLOMA OF FINANCIAL PLANNING - - KAPLAN ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Hugh Gordon Kilpatrick 1983 2000 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA ~ 2001 - Certified Financial Planner - Professional Designations - FPA ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2017 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Ian Melville Rewell 1999 1987 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2011 - SMSF Specialist Advisor - Professional Designations - SMSF Professional's Association of Australia
 Ian Robert Hogarth 2002 1988 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Queensland ~ 1997 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia ~ 2002 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Ingrid Schodde 2018 1998 - Bachelor of Commerce in Accounting - Bachelor Degree (AQF 7) - University of Canberra ~ 2013 - Master of Taxation and Financial Planning - Masters Degree (AQF 9) - University of New South Wales ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2016 - Aged Care Professional - Certificate (AQF 1-4) - Aged Care Sleps ~ 2016 - Aged Care Professional - Certificate (AQF 1-4) - Aged Care Steps ~ 2016 - Diploma of Community Services (Financial Counselling) - Diploma (AQF 5) - Central Institute of Technology
 Isaac Ghaly 2018 2014 - Bachelor of Commerce - - University of Melbourne ~ 2018 - Diploma of Financial Planning - - Monarch Institute
 Jace Aiden Cosgrove 2004 2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Southern Queensland ~ 2007 - ASX Accredited Derivatives Adviser Level One - Other - Kaplan ~ 2013 - SMSF Strategies Course - Other - Terra Cordis ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Jack Barnard Mascitelli 2023 2020 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - Deakin University ~ 2020 - Bachelor of Laws - Bachelor Degree (AQF 7) - Deakin University ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2023 - Specialist SMSF Online Course - Other - SuperConcepts & University of Adelaide
 Jack David Manoni 2024 2021 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - SMSF Specialist Advisor - Professional Designations - Self Managed Super Fund Association
 Jack Ngo 2013 2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne ~ 2005 - Bachelor of Laws - Bachelor Degree (AQF 7) - The University of Melbourne ~ 2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional ~ 2010 - Master of Wealth Management - Masters Degree (AQF 9) - Deakin University ~ 2015 - Certified Financial Planner - - FPA
 Jackson James Brown 2018 2017 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University Queensland, Australia ~ 2024 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Jacob Neil Wilkins 2014 2010 - Bachelor of Commerce - Finance - Bachelor Degree (AQF 7) - Griffith University ~ 2013 - Diploma of Financial Planning (FNS50611) - Diploma (AQF 5) - Pinnacle ~ 2016 - Self-Managed Superannuation Fund - Other - Financial Education Professionals ~ 2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University
 Jacqueline Ann Ernstzen 2005 2005 - Diploma of Financial Services - - AMP Financial Services ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Jacqueline Cooper 2015 2015 - Diploma of Financial Planning - - Kaplan & IIT ~ 2021 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 James Polwart-matich 2010 2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Auckland ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2015 - Securities and Managed Investments - Other - Kaplan ~ 2018 - DFP5v3 Tax for Financial Advising - Other - Kaplan Professional ~ 2018 - TASACLv2 Commercial Law - Other - Kaplan Professional
 James Richard Trethewie 2011 2009 - Bachelor of Business (International Business) - Bachelor Degree (AQF 7) - University of the Sunshine Coast ~ 2013 - Margin Lending - Other - Mentor Education ~ 2015 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan ~ 2018 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
 James Smith 2011 2010 - Diploma Financial Planning - - Mentor Education ~ 2012 - Advanced Diploma Financial Planning - - Mentor Education ~ 2016 - Masters of Financial Planning - - Kaplan Professional Education
 Janelle Margaret Manders 2016 2016 - CAANZ Diploma of Financial Planning - - Kaplan
 Janette Marie Screaigh 2005 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Janie Tanya Fensom 2018 1997 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - Curtin University ~ 2014 - Chartered Accountant - Professional Designations - CA ANZ ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
 Jared Mitchell Ebeling 2007 2005 - Bachelor of Business - Bachelor Degree (AQF 7) - Southern Cross University ~ 2007 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Jason Benney-morris 2014 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Australis College ~ 2015 - Self Managed Superannuation Funds - Other - Mentor Education ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2020 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan
 Jay Fleming 2014 2012 - Bachelor of Commerce (Financial Planning) - - Griffith University
 Jayme Witherdin 2022 2020 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University ~ 2020 - Bachelor of Commerce Financial Planning - Bachelor Degree (AQF 7) - Griffith University
 Jeffrey Khoury 2014 2012 - BLW22 Taxation - Other - Curtin University ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2018 - Bachelor of Accounting - Bachelor Degree (AQF 7) - University of South Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2024 - Commercial Law - Other - Kaplan Professional
 Jennifer Louise Laing 0 2023 - Bachelor of Accounting (Financial Planning) with Distiction - Bachelor Degree (AQF 7) - Central Queensland University
 Jeremy Peter Darnell 2007 1991 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - The University of New South Wales ~ 1994 - Chartered Accountant - Professional Designations - ICCA (now CA ANZ) ~ 2003 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Financial Services Institute of Australia (FINSIA) ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2007 - SMSF Course - - Tribeca
 Jessica Lauren Mccann 0 2014 - Certificate II in Workplace Practices - Certificate (AQF 1-4) - Meridan College ~ 2016 - Certificate IV in Justice Studies - Certificate (AQF 1-4) - Unity College ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Jessica Louise Simunic 2023 2017 - Bachelor of Business - Bachelor Degree (AQF 7) - The University of Newcastle Australia ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Jingtao (mark) YU 2016 2009 - Master of Information Technology - Masters Degree (AQF 9) - The University of Melbourne ~ 2014 - Diploma of Financial Planning FNS50611 - Diploma (AQF 5) - CPA Australia ~ 2016 - Advising in SMSFs - Other - CPA Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 John Blangiardo 1996 1997 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2002 - Diploma Financial Planning - Diploma (AQF 5) - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Australia ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 John George Horvath 2008 2008 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - AAMC Training Group ~ 2013 - Diploma of Financial Planning FNS50610 - Diploma (AQF 5) - AAMC Training Group
 John Hall 1980 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty ~ 2011 - Margin Lending and Geared Investments - - Kaplan ~ 2016 - Self Managed Super Funds - - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
 John Michael Hedley 2004 1984 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne ~ 2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA ~ 2010 - CPA - Professional Designations - CPA Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 John Peterson 2024 2023 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 John Riley 2008 1993 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - RMIT ~ 1998 - Certified Practising Accountant - Professional Designations - CPA Australia ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor
 John Weall 1980 2000 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia ~ 2000 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association of Australia ~ 2014 - Cavendish & ICFS Specialist SMSF Course - - Cavendish ~ 2015 - Accredited Listed Product Adviser Program - - Kaplan
 John William Weall 2014 2010 - Bachelor of Commerce (Financial Planning) - - Curtin University of Technology ~ 2013 - Certified Financial Planner Accreditation Program - - Financial Planning Association of Australia ~ 2020 - Ethic and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Jonathan Allan Dixon 2003 2005 - Advanced Diploma of Financial Planning - - Securities
 Joseph Anthony Tropeano 2017 1991 - Bachelor of Economics (Major in Accounting) - - La Trobe University ~ 1998 - Master of Taxation Law - - The University of Melbourne ~ 2016 - Diploma of Financial Planning - - AAMC
 Joseph Vitale 1992 2001 - Superannuation and Retirement Planning for Financial Services Professionals - - IntegraTec ~ 2002 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Deakin Financial Services Group ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Josephine Grace Smith 1998 1987 - Bachelor of Business Accounting - - University of Technology, Sydney ~ 1987 - Bachelor of Business – Accounting - - University of Technology, Sydney ~ 1989 - Professional Year Program - - Chartered Accountants Australia and New Zealand (CA) ~ 1997 - Diploma of Superannuation Management - - Macquarie University ~ 1999 - Diploma of Financial Planning - - Deakin University ~ 2001 - Certified Financial Planner - - Financial Planning Association of Australia (FPA)
 Julian Myles Zaffino 2024 2021 - 2105AFE Introduction to Business Law - Other - Griffith University ~ 2021 - 2150AFE Taxation Law - Other - Griffith University ~ 2023 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
 KA Ming Kwok 2010 2006 - Bachelor of Commerce (Economics & Finance) - Bachelor Degree (AQF 7) - Curtain University of Technology ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan ~ 2011 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2014 - Master of Business Administration - Masters Degree (AQF 9) - University of Western Australia ~ 2014 - Self Managed Superannuation Funds - - CFS Institute of Advice
 Karen Summerville 2017 1994 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 1995 - Certified Practising Adviser - Professional Designations - CPA Australia ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2016 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Karl Andrew Vaivads 2004 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2012 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2019 - Ethics and Professionalism in financial Advice - Bridging Course - Ethics - Kaplan Professional
 Kathryn Trotter 2003 2004 - Diploma of Financial Services (Financial Planning) - - Integratec ~ 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Kelly Amanda Fullston 1998 2004 - Diploma of Financial Planning - Diploma (AQF 5) - FPA ~ 2013 - DPML Margin Lending - Diploma (AQF 5) - Pinnacle
 Kenneth Leslie Read 1988 2000 - Diploma of Financial Planning - - Deakin University ~ 2011 - Self Managed Superannuation Funds - - Kaplan Professional ~ 2014 - Accredited Listed Product Adviser Program - - Kaplan Professional ~ 2015 - Certified Financial Strategist - - Association of Independently Owned Financial Professionals
 Kerree Anne Bezencon 1994 1995 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash Univsersity ~ 1999 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2000 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2001 - Certified Practising Accountant - Professional Designations - CPA Australia ~ 2002 - Irongroup Estate Planning Specialisation - - Irongroup Lawyers ~ 2006 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association
 Kim Holmes Wood 2009 2007 - Diploma of Financial Services (Financial Planning) - - Tribeca (Kaplan Professional) ~ 2018 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University ~ 2021 - FNS40815 Certificate IV in Finance and Mortgage Broking - Other - Mentor Education
 Kinda Mckean 2016 2015 - Diploma of Financial Planning - - Kaplan
 Kristy Louise Rowse 2002 1998 - Bachelor of Arts - Bachelor Degree (AQF 7) - Monash University ~ 2001 - Financial Planning Principles and Practice - Other - Securities Institute ~ 2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2008 - Certified Financial Planner - Professional Designations - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Kyle Michael Villanueva 2018 2018 - DIPLOMA OF FINANCIAL PLANNING - - iit
 Kylie Leanne Abbey 2009 2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Murdoch University ~ 2005 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Tribeca ~ 2008 - Diploma of Financial Services (Financial Planning) (FNS50804) - Diploma (AQF 5) - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning (FNS60410) - Advanced Diploma (AQF 6) - Kaplan Professional
 Lachlan John Roberts 2024 2020 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - RMIT University ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Lan Anh HA Nguyen 2017 1999 - Bachelor of Commerce - - Melbourne University ~ 2002 - Chartered Accountant - - The Institute of Chartered Accountants ~ 2016 - Diploma of Financial Planning - - Integrity Education ~ 2016 - Diploma of Financial Services - - Integrity Education
 Leigh Gordon Evans 2000 1994 - ASSOCIATE DIPLOMA OF BUSINESS ( BANKING AND FINANCE) - - BOX HILL COLLEGE OF TECHNICAL AND FURTHER EDUCATION ~ 1994 - Associate Diploma of Business (Banking & Finance) - Diploma (AQF 5) - Box Hill College of Technical and Further Education ~ 1999 - ADVANCED DIPLOMA OF BUSINESS ( ACCOUNTING) - - SWINBURN UNIVERSITY OF TECHNOLOGY ~ 1999 - Advanced Diploma of Business (Accounting) - Advanced Diploma (AQF 6) - Swinburne University of Technology Victoria Australia ~ 2004 - DIPLOMA OF FINANCIAL PLANNING - - FINANCIAL PLANNING ASSOCIATION OF AUSTRALIA LIMITED ~ 2004 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2007 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2011 - MARGIN LENDING ACCREDITATION PROGRAM - - DEAKIN PRIME ~ 2011 - Margin Lending Accreditation - - Stockbrokers Association of Australia ~ 2013 - CERTIFIED FINANCIAL PLANNER - - FINANCIAL PLANNING ASSOCIATION OF AUSTRALIA LIMITED ~ 2016 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2019 - Accredited Aged Care Professional - Other - Aged Care Steps
 Lena Hilton 2003 1979 - Business of Business - Bachelor Degree (AQF 7) - Western Australian Institute of Technology ~ 2010 - ASX Listed Products Accreditation Course (LPAC) - Certificate (AQF 1-4) - LPAC Online ~ 2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional ~ 2019 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Mentor Education ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Leyland James Roberts 2014 1993 - Bachelor of Commerce - - Deakin University ~ 2014 - RG146 Diploma (incl SMSF) - - Monarch Institute
 Louise Catherine Davies 2009 2010 - Bachelor of Commerce (Accounting and Financial Planning Double Major) - Bachelor Degree (AQF 7) - Curtin University
 Lynette Callanan-thiel 2016 1996 - Associate Diploma of Business (Accounting) - - Barrier Reef Institute of TAFE ~ 2002 - Graduate Certificate in Professional Accounting - - University of Southern Queensland ~ 2005 - Master of Commerce - - University of New England ~ 2016 - Advanced Diploma of Financial Planning - - Mentor Education ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Madelyn Grace Lim Cruz 2010 2007 - Bachelor of Business (Economics & Finance) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan ~ 2014 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education ~ 2015 - Self Managed Superannuation Funds - Other - Kaplan
 Maheshkumar Viswanathan 2024 2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Mumbai University ~ 2006 - Masters of Commerce - Masters Degree (AQF 9) - Mumbai University ~ 2020 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2023 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2024 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association
 Manita Seeder 2012 1999 - Bachelor of Commerce (Accounting Major) - - University of Western Sydney ~ 2003 - CPA Program - - CPA Australia ~ 2012 - Diploma of Financial Services (Financial Planning) - - International Institute of Technology
 Manuela Flora DI Giorgio 2018 2007 - Bachelor of Business (Accountancy) - - Royal Melbourne Institute of Technology ~ 2015 - Master of Taxation - - Curtin University of Technology ~ 2018 - Diploma of Financial Planning - - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Marc Tenaglia 2009 2008 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - AAMC ~ 2008 - Diploma of Financial Services (Financial Planning) - - Mentor Education/RG146 ~ 2011 - Margin Lending and Geared Investments - - Kaplan ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - - National Finance Institute ~ 2015 - Self Managed Super Fund - - Mentor
 Mario Cananzi 1993 2001 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 2004 - Self Managed Superannuation Funds - Other - Tribeca
 Marion Gaertner 2008 1980 - Bachelor of Arts (with Second Class Honours in German Language and Literature) - Bachelor Degree (AQF 7) - The University of Adelaide ~ 1981 - Diploma of Education - Diploma (AQF 5) - Adelaide University ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan ~ 2008 - MBA - Masters Degree (AQF 9) - Australian Institute of Business ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - Intellitrain
 Mark Anthony Phillips 2003 1992 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria College / Deakin University ~ 1993 - Certified Practicing Accountant - Professional Designations - Australian Society of CPAs ~ 2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2015 - SMSF Specialist Advisor - Professional Designations - Self Managed Super Fund Association
 Mark Burgess 2010 1985 - Bachelor of Arts - Bachelor Degree (AQF 7) - The Australian National University ~ 2004 - Certificate III in Financial Services - - Securities Institute ~ 2004 - PS146 Tier 2 Advisor Accreditation Program - - Securities Institute ~ 2006 - Tier 1 compliance solution in Gen Knowledge, Managed Inv, Derivatives, Securities,Super and Life Ins - - FINSIA ~ 2009 - tier 1 Compliance Solution Financial Planning - - Kaplan
 Mark Cadiao 2014 2012 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Professional ~ 2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
 Mark Graham Washfold 2002 2000 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 2002 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2005 - Applied Self-Managed Super Fund Advice - Certificate (AQF 1-4) - Australian Executor Trustees ~ 2011 - Provide Advice in Margin Lending - Other - MLC
 Mark Patrick Gardener 2013 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - PS146 Training Australia ~ 2011 - Margin Leading and Geared Investments - - Kaplan Professional Pty Ltd ~ 2013 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Mark Robert Taylor 2005 1988 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - Queensland University Technology ~ 1999 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 1999 - Post Graduate Diploma in Management - Graduate Diploma (AQF 8) - Macquarie University ~ 2001 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA)
 Martin William Clarke 2021 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2020 - Accredited Listed Product Adviser Program - Certificate (AQF 1-4) - Kaplan
 Mary-lou DE Angelis 2000 2004 - Bachelor of Business (Financial Planning) - - RMIT ~ 2005 - SMSF - - Daniel Butler ~ 2005 - SMSF - - Integratec (now Kaplan)
 Maryam Touchai 2013 2002 - Master of Arts (International Relations) - - University of Wollongong ~ 2007 - Diploma of Financial Services (Financial Planning) - - Mentor Education ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education
 Matthew Caruana 2013 2013 - Certificate III in Financial Services - Certificate (AQF 1-4) - Intellitrain ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Australia College ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Matthew Thomas Brown 2006 2007 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2008 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - MLC ThreeSixty ~ 2010 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Matthew William Hargraves 2018 2018 - Diploma Financial Planning - - Kaplan Professional
 Maurice Giampetrone 2004 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2011 - Margin Lending - - MLC
 Meena Bebawy 2010 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2009 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Bond University ~ 2012 - Chartered Tax Adviser (CTA) - Professional Designations - The Tax Institute
 Melinda Gai Schubert 2010 1991 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle ~ 1995 - Master of Professional Accounting - Masters Degree (AQF 9) - Griffith University ~ 1996 - Certified Practicing Accountant - Professional Designations - CPA Australia ~ 2020 - Essential Steps for Aged Care - Other - Aged Care Steps ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Melissa Josephine Giraldo 2008 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2011 - Bachelor of Commerce (Financial Planning & Investments) - Bachelor Degree (AQF 7) - Griffith University ~ 2011 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - Self Managed Superannuation Funds - - Mentor Education
 Mervyn Richard George Wilson 1987 1972 - Bachelor of Science - - The University of Melbourne ~ 2003 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association ~ 2017 - Commercial Law - Other - Kaplan Professional ~ 2017 - DFP5v2 Tax for Financial Advising - Other - Kaplan Professional
 Michael Gerard Rodrigues 1986 2014 - Professional Certificate in Self Managed Superannuation Funds - Other - University of Adelaide ~ 2015 - SMSF Specialist Advisors - Professional Designations - SMSF Association ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Michael John Caddy 2011 1991 - Bachelor of Education - Bachelor Degree (AQF 7) - The University of Newcastle Australia ~ 1995 - Master of Professional Accounting - Masters Degree (AQF 9) - Griffith University ~ 2009 - CPA Program - Professional Designations - CPA Australia ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2016 - Self Managed Superannuation Fund Adviser (Personal Advice) - - Mentor ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Michael Robert Barrett 2010 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - KAPLAN ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor
 Michelle Joanne Jones 2017 2015 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 2017 - Dimploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Michelle Susan Hargraves 2018 2013 - Diploma of Financial Planning (FNS50610) - Diploma (AQF 5) - Kaplan Professional
 Mili Aggarwal 2015 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
 Monika Alicia Krell 2011 2012 - Margin Lending Accreditation Program - Other - DeakinPrime ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2013 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Murray James Halliwell 2005 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services
 Nadia Dong GU O'sullivan 1998 2009 - Diploma of FinancialServices (Financial Planning) - Diploma (AQF 5) - International Institute of Technology ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology ~ 2024 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Kaplan Professional
 Nash Maktumi 2013 2010 - Diploma of Financial Planning - - Kaplan Professional ~ 2010 - Diploma of Financial Services (Financial Planning) - - Kaplan
 Neil Hutchinson 2000 1994 - Graduate Diploma of Tax - Graduate Diploma (AQF 8) - Monash University ~ 2003 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2012 - Diploma of Financial Services - Diploma (AQF 5) - Intellitrain Training Australia ~ 2012 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2021 - SMSF Foundations Course - Other - Smarter SMSF
 Nicholas Damian Hogan 2023 2021 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2024 - FNS40821 Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group
 Nicholas Perrett 2008 2001 - Bachelor of Commerce (Finance, Financial Planning, Marketing) - - Deakin University ~ 2004 - Chartered Accountant - - Chartered Accountants Australia & NZ (formerly ICAA) ~ 2012 - Diploma Financial Services (Financial Planning) - - AAMC ~ 2015 - Cert IV Mortgage Broking / Finance - - AAMC ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Nicholas Polichronopoulos 1983 2003 - Diploma of Financial Services (Distribution) FNB50499 - Diploma (AQF 5) - Deakin Financial Services Pty Ltd ~ 2004 - Advanced Diploma of Financial Services (Financial Planning) FNB60402 - Advanced Diploma (AQF 6) - Deakin Financial Services Pty Ltd ~ 2011 - RG146 Provide Advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Nilesh Patel 2016 2010 - Advanced Diploma of Financial Services - - Kaplan
 Niranjan Ramjee 2012 1983 - Bachelor of Accountancy Honours Degree - Bachelor Honours Degree (AQF 8) - University of Zimbabwe ~ 2013 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Investment Banking Institute ~ 2021 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Noel Patrick Pinto 2011 2010 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Mentor Education Group ~ 2022 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - KAPLAN ~ 2022 - Taxation for Financial Planning - Other - Kaplan Professional
 Olivia Grant 2015 2013 - Diploma of Financial Planning - - Kaplan Professional ~ 2015 - Bachelor of Business - - Monash University ~ 2015 - Certified Financial Planner - Professional Designations - FPA ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2023 - Acrredited Aged Care Professional - Professional Designations - Aged Care Steps
 Pallavi Mahajan 2008 2009 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education ~ 2014 - Graduate Diploma in Financial Planning - - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Paolo Amoddio 2015 1983 - Bachelor of Business- Accounting - - Phillip Institute of Technology ~ 2015 - Diploma of Financial Planning - - Kaplan ~ 2015 - Foundations of Financial Planning Part B:Financial Planning - - Kaplan ~ 2015 - Insurance and Risk Protection - - Kaplan
 Paul Andrew Bayly 2006 2004 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute of Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2023 - Taxation for Financial Planning - Other - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Paul Anthony Lohrey 2024 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Paul Atkin 2005 2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association (FPA) ~ 2018 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University ~ 2021 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
 Paul Lionel Quieros 2013 2012 - Diploma of Financial Services (Financial Planning) - - International Institute of Technology ~ 2013 - Advanced Diploma of Financial Services (Financial Planning) - - International Institute of Technology
 Paul Thomas Atherton 2017 2016 - Diploma of Financial Planning - - Monarch Institute ~ 2017 - Certificate IV in Finance and Mortgage Broking - - Finance & Related Services Training Academy
 Peter Anthony Debelak 2018 1998 - Bachelor of Business - - Griffith University ~ 2003 - Graduate Diploma of Financial Planning - - Securities Institute ~ 2009 - NLP Master Practitioner - - Inform ~ 2018 - Diploma of Financial Planning - - Kaplan ~ 2019 - Self Managed Superannuation Fund - - Kaplan
 Peter Graham Edmonds 1989 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2013 - LRS Life Risk Specialist - Professional Designations - Financial Planning Association of Australia
 Peter Konstantopoulos 1990 2003 - Advanced Diploma of Financial Services (Financial Planning) FNB 60402 - Advanced Diploma (AQF 6) - Deakin Financial Services Pty Ltd ~ 2011 - RG146 Provide Advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Peter Michael Marmara-stewart 2007 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle ~ 2009 - Bachelor of Business and Commerce - - Monash University ~ 2011 - DPML Margin Lending - - Pinnacle Financial Services Academy ~ 2012 - Masters of Commerce - - University of New England ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Peter Nigel Francis Tribolet 2013 2011 - Advanced Diploma of Financial Services (Financial Planning) - - International Institute of Technology ~ 2014 - Master of Commerce (Financial Planning) - - University of Western Sydney ~ 2016 - SMSF Specialist Advisor - - Self Managed Super Fund Association ~ 2018 - Accredited Aged Care Professional - - Aged Care Steps Pty Ltd ~ 2019 - Mentor Education - - Margin Lending Adviser (Personal Advice)
 Peter Shan Boyd 2015 2006 - Bachelor of Commerce (Accounting & Finance) - - Sydney University ~ 2009 - Chartered Accountant - - Chartered Accountants Australia & NZ (CA) ~ 2014 - Diploma of Financial Planning - - Pinnacle Financial Services Academy
 Phillip Andrew Lindsay Segaert 2013 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional Education ~ 2013 - Principles in Self Managed Superannuation Funds - - International Institute of Technology ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
 Phillip Scandizzo 2003 1986 - Bachelor of Business (Accounting) - - Monash ~ 1999 - Certified Financial Planner - - FPA ~ 2013 - Credit Adviser - - MFAA ~ 2013 - Diploma of Finance & Mortgage Broking - - Intellitrain
 Phong Toan VU 2010 1983 - Bachelor of Economics (Accounting) - - University of Sydney ~ 1986 - Master of Commerce - - University of Sydney ~ 2010 - RG146 Diploma of Financial Services - - Kaplan Professional ~ 2012 - Superannuation & Retirement Planning - - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Prasanth Radhakrishnan 2018 2017 - Bachelor of Business Administration - - Monash University ~ 2018 - Diploma Of Financial Planning - - Integrity Education Group
 Quinhat XI 2007 2003 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT ~ 2012 - Certified Financial Planner - Professional Designations - Financial Planning Association
 Raema Ford 2016 2000 - Advanced Diploma of Marketing - - Holmesglen TAFE ~ 2010 - Bachelor of Business (Marketing) - - Monash University ~ 2015 - FNS50611 Diploma of Financial Planning - - Pinnacle ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Ravindra Mohan Sharma 2016 1980 - Bachelor of Commerce (Accounting) - - Rajasthan University ~ 2004 - Post-Graduate Programme in Management - - Indian Institute of Management Indore ~ 2015 - Diploma of Financial Planning - - Integrity Education Group ~ 2016 - Advanced Diploma of Financial Planning - - Integrity Education Group ~ 2016 - Margin Lending - - Integrity Education Group
 Renato Lovisa 2018 2005 - Bachelors Degree in Economics - Bachelor Degree (AQF 7) - University of Naples Federico ll ~ 2007 - Specialist Degree in Economics - Masters Degree (AQF 9) - University of Naples Federico ll ~ 2018 - DFP5v4 Tax for Financial Advising - Other - Kaplan professional ~ 2018 - Diploma if Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Rhys James Rolls Reilly 2015 2014 - Diploma of Financial Planning - - Investment Banking Institute ~ 2015 - RG146 Tier 1 Insurance Broking Compliance - - Australian and New Zealand Institute of Insurance and Finance
 Ricky Neville Kennedy 1988 1984 - Bachelor of Engineering (Electrical) - Bachelor Degree (AQF 7) - Footscray Institute TechNology ~ 2002 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2010 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2011 - SMSF Specialist Advisor - Professional Designations - SMSF Association
 Robert Bauman 1999 1984 - Bachelor of Science in Business Administration (Hons) - Bachelor Honours Degree (AQF 8) - The University of Tennesee ~ 1990 - Master of Business Administration - Masters Degree (AQF 9) - Georgia State University ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2014 - Self Managed Superannuation Funds - Other - Kaplan Professional
 Robert Jesmond DE Bono 2007 2008 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2017 - Advance Diploma of Financial Planning - - Monarch ~ 2018 - Anti-Money Laundering - - Kaplan ~ 2019 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University ~ 2020 - Ethics and Professionalism - Bridging Course - Ethics - Griffith University
 Robert Mark Pertich 2004 1994 - Bachelor Of Economics - - La Trobe University ~ 1995 - CPA Australia - - Society of CPAs ~ 2018 - Diploma in Financial Planning - - Kaplan
 Robert Perri 2015 1991 - Bachelor of Economics - - Australian National University ~ 2014 - Diploma of Financial Planning (FNS50610) - - Kaplan Professional
 Robert Turner 2006 2006 - Diploma of Financial Services (Financial Planning) (FNS50804) - Diploma (AQF 5) - Tribeca
 Robert Yu-kuang Chen 2008 2005 - Bachelor Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT) ~ 2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Robin James Creasey 2016 1984 - Bachelor of Arts (Accounting) - - SA Institute of Technology ~ 2014 - SMSF Personal Advice Course - - Pinnacle Financial Services Academy ~ 2017 - Diploma of Financial Planning - - Pinnacle Financial Services Academy ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Robyn Marie Mears 2004 2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 2007 - Advanced Diploma of Financial Services (Superannuation) FNS 60504 - Advanced Diploma (AQF 6) - ASFA Professional Development ~ 2010 - Margin Lending And Geared Investments - Other - Kaplan ~ 2013 - LRS Life Risk Specialist - Professional Designations - Financial Planning Association of Australia ~ 2018 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2024 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
 Rocky Hoffman 2006 2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Intellitrain ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Menor Education ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Rodney George Trustum 2004 1995 - Bachelor of Business (Accounting and Finance) - - Southern Cross University ~ 2001 - Chartered Accountant - - Institute of Chartered Accountants Australia ~ 2008 - Advanced Diploma of Applied Finance and Investment - - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Rodney Michael Paul 2008 2008 - DFP - - Kaplan ~ 2013 - Taxation and Estate Planning - - Kaplan
 Rodney Parrish 2016 1992 - Bachelor of Business - - The University of New England ~ 2016 - Diploma of Financial Planning - - International Institute of Technology
 Roger Gow 2001 2002 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 2013 - Self Managed Superannuation Funds - - Kaplan ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Tax and Commercial Law for Financial Planning - Other - Kaplan Professional ~ 2021 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
 Romeo Abdo 2016 2001 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - Deakin University ~ 2011 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2016 - Tier 1 Margin Lending - Diploma (AQF 5) - Kaplan Professional ~ 2017 - 5 Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Russell Stanley Phillips 1997 1996 - Bachelor of Commerce - - Monash University ~ 2002 - Graduate Diploma in Financial Planning - - Securities Institute
 Ryan Andrew Hateley 2010 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Sade Diandra Wallace 2018 2018 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2021 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
 Sandra Jeanne Kent 2014 1992 - Bachelor of Social Science (Economics, Industrial and Organizational Psychology) - - University of Cape Town (South Africa) ~ 1993 - Bachelor of Social Science (Honours in Economics) - - University of Cape Town (South Africa) ~ 2013 - Diploma of Financial Planning - - Monarch Institute ~ 2018 - Advanced Diploma of Financial Planning - - Mentor Education
 Sara Jane Kalcic 2008 2005 - Diploma of Financial Planning - - Tribeca ~ 2008 - Advanced Diploma of Financial Planning - - Kaplan Professional Education ~ 2013 - Graduate Diploma in Applied Finance - - Kaplan Professional Education
 Sashikala Veale 2016 2005 - Bachelor of Business (Accounting/Finance) - Bachelor Degree (AQF 7) - Charles Sturt University ~ 2008 - Certified Practicing Accountant - Professional Designations - CPA Australia ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Scott Haywood 1997 1996 - Bachelor of Business (Business Administration) - Bachelor Degree (AQF 7) - Monash University ~ 2001 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Scott Levingston 2009 1993 - Bachelor of Economics - Bachelor Degree (AQF 7) - La Trobe University ~ 2011 - Principles in Self Managed Superannuation Funds - Other - International Institute of Technology ~ 2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - AAMC Training Group ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Sean Joseph Taylor 2022 2015 - Bachelor of Psychology - Bachelor Degree (AQF 7) - Griffith University ~ 2021 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Shana Polichronopoulos 2018 2015 - Bachelor Accounting - Bachelor Degree (AQF 7) - La Trobe University ~ 2016 - Diploma Financial Planning FNS50615 - Diploma (AQF 5) - Kaplan Australia ~ 2017 - Advanced Diploma Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Mentor Education Group
 Shane Griffin 1997 1998 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA ~ 2000 - Certified Financial Planner - Professional Designations - FPA ~ 2003 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2006 - SMSF Specialist Advisor - Professional Designations - SPAA ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Shane Michael Neaves 2016 2011 - Certificate IV in Finacial Services - - TAFW NSW ~ 2011 - Diploma of Financial Services - - TAFE NSW ~ 2012 - Diploma of Financial Planning - - Kaplan ~ 2015 - Bachelor Business - - RMIT
 Shauna-lea Rose 2010 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
 Shiva Khabbaz-saberi 2017 2016 - Bachelor of Business Major in Finance - Bachelor Degree (AQF 7) - Edith Cowan University (ECU) ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2024 - Commercial Law - Other - Kaplan Professional ~ 2024 - Tax for Financial Advising - Other - Kaplan Professional
 Simon Coelho 2014 1998 - Bachelor of Economics - - Macquarie University ~ 2003 - GDip Financial Planning - - Kaplan ~ 2017 - Diploma of Financial Planning - - International Institute of Technology
 Sonal Gupta 2013 2001 - Bachelor of Business Administration (Human Resource Management) - Bachelor Degree (AQF 7) - Punjab Technical University, India ~ 2003 - Master of Business Administration - Masters Degree (AQF 9) - Guru Nanak Dev University, India ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - MLC ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2024 - Super Concepts Specialist SMSF Online Course - Certificate (AQF 1-4) - The University of Adelaide
 Sonay Siper 2022 2014 - Diploma of Business - Diploma (AQF 5) - Bond University ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2018 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Stacey Rowles 2013 2013 - Diploma of Financial Planning - - International Institute of Technology ~ 2016 - Advanced Diploma of Financial Planning - - International Institute of Technology
 Stavros Karakoutos 2024 2014 - Introduction to Business Law - Other - Swinburne University of Technology ~ 2017 - Taxation - Other - La Trobe University ~ 2019 - Bachelor of Business Majoring in Financial Planning - Bachelor Degree (AQF 7) - La Trobe University ~ 2021 - MAA769 Ethics for Financial Services - Bridging Course - Ethics - Deakin Business School
 Stefano Marmotta 2011 1994 - Bachelor of Business - - Griffith University ~ 2000 - Graduate Diploma in Financial Management - - The University of New England ~ 2003 - Certified Practicing Accountant - - CPA Australia ~ 2011 - Diploma in Financial Planning (RG146) - - Pinnacle Financial Services ~ 2020 - Ethics and Professionalism in Financial Advise - Bridging Course - Ethics - Kaplan Professional
 Stephen Cameron 2003 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec (Aust) Pty Limited ~ 2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2013 - Cavendish & ICFS Specialist SMSF Course - Certificate (AQF 1-4) - The University of Adelaide ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Stephen James Goodwin 2009 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Intellitrain ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Steve King Tong Leung 2005 1990 - Bachelor of Management - Bachelor Honours Degree (AQF 8) - Northland Open University ~ 2007 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2008 - SMSF Adviser Education Program - - Financial Essentials ~ 2010 - Margin Lending and Geared Investments - - Kaplan Education Pty Ltd
 Steven John Clarke 2013 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2016 - Tax for Financial Advising - Other - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Steven Kostovski 2008 2001 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University of Technology ~ 2008 - Diploma of Financial Services (Financial Planning) (FNS50804) - Diploma (AQF 5) - PS 146 Training Australia
 Stuart Alistair Hunter 2011 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2013 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Stuart James Fitzpatrick 2005 1995 - Bachelor of Business (Accounting) - - Charles Stuart University ~ 2008 - Graduate Diploma in Financial Planning - - FINSIA (Financial Services Institute of Australasia) ~ 2010 - CFP Program - - Financial Planning Association of Australia ~ 2013 - RG146 Superannuation - - Infinity (was Terra Cordis) ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Sunil Shrestha 2023 2013 - Bachelor of Professional Accounting - Bachelor Degree (AQF 7) - Holmes Institute ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - SMSF Specialist Adviser (SSA) - Professional Designations - SMSF Association ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Susan Charlotte Cavill 1988 2013 - Advanced Diploma of Financial Planning - - International Institute of Technology Pty Ltd ~ 2013 - Diploma of Financial Planning - - International Institute of Technology Pty Ltd ~ 2013 - Margin Lending - - International Institute of Techonlogy ~ 2013 - Principles in Self Managed Superannuation Funds - - International Institute of Technology ~ 2018 - Australian Taxation Law for Tax (Financial Advisers) - - International Institute of Technology
 Suzanne Faye Shepherd 2012 2014 - Diploma of Financial Planning - - Australis College ~ 2015 - Cavendish & ICFS Specialist SMSF Course - - The University of Adelaide ~ 2016 - Advance Diploma of Financial Planning (FNS60415) - - Mentor Education ~ 2016 - Estate Planning - - Mentor Education ~ 2017 - TASACLv1 Commercial Law - - Kaplan Professional
 Swaraj Shet 2018 2006 - Bachelor of Commerce - - University of Mumbai ~ 2017 - Diploma of Financial Planning - - Kaplan
 Tamara Fanning 2010 2008 - Bachelor of Commerce (Accounting, Finance & Financial Planning with Distinction - Bachelor Degree (AQF 7) - Deakin University ~ 2013 - CPA Professional Year - Professional Designations - CPA Australia ~ 2014 - SMSF Personal Advice - Other - Pinnacle Financial Services ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Thomas Cobden Lewis Border 1996 1984 - Bachelor of Financial Administration - Bachelor Degree (AQF 7) - University of New England ~ 2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Thomas Jacomb Foster 2010 1992 - Diploma of Financial Planning - - FPA ~ 1993 - Graduate Diploma In Applied Finance & Investmetn - - Securties Institute ~ 1995 - CFP - - FPA ~ 2010 - ASX Accredited Derivatives Adviser Level 1 - - Kaplan ~ 2010 - Margin Lending Accreditation Program - - DeakinPrime
 Thomas Morris 2015 2011 - Diploma of Financial Services - Diploma (AQF 5) - RMIT University ~ 2013 - Bachelor of Business (Economics & Finance) (Applied) - Bachelor Degree (AQF 7) - RMIT University ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2014 - Self-Managed Superannuation Funds accreditation - Certificate (AQF 1-4) - Monarch Institute ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
 Timothy Brett Fredericks 2004 1993 - Bachelor of Business - - University of New England Northern Rivers ~ 2001 - Graduate Diploma in Financial Planning - - Securities Institute ~ 2016 - Self Managed Superannuation Fund - - Kaplan Professional Education ~ 2017 - ASX Accredited Listed Product Adviser Program - - Kaplan
 Timothy Ryan 2000 1991 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Western Australia ~ 2002 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association ~ 2011 - Margin Lending and Geared Investments - - Kaplan ~ 2015 - Self Managed Superannuation Funds - - International Institute of Technology ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Tommy LI 2018 2004 - Graduate Diploma in Accounting - Graduate Diploma (AQF 8) - Murdoch University ~ 2016 - Graduate Diploma In Chartered Accounting - Graduate Diploma (AQF 8) - CAANZ ~ 2017 - FNS50615 - - Kaplan Professional ~ 2021 - FNS60415 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology (IIT)
 Treanna Marlene Michlik 2018 2017 - Diploma of Financial Planning FNS50615 - Diploma (AQF 5) - AAMC Training Group ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - FPC006 Taxation for Financial Planning - Other - Kaplan Professional ~ 2024 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Trevor William Mcgowan 1992 2002 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA ~ 2002 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2004 - RG146 Advanced Strategies for SMSFs - Diploma (AQF 5) - MLC ThreeSixty ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Tristen Hargreaves 2000 1995 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Wollongong ~ 2001 - Certified Practising Accountant - Professional Designations - CPA Australia ~ 2005 - Specialist in Financial Planning - Other - CPA Australia
 Vaishali Chitale 2014 2008 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2010 - Advanced Diploma Financial Services (Finanical Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2016 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Vandana Tater 2013 1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Mumbai ~ 2001 - Diploma of Financial Services & Investment Management - Diploma (AQF 5) - NMIMS Mumbai ~ 2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2020 - Ethics for Financial Services - Bridging Course - Ethics - Deakin Unversity ~ 2024 - SuperConcepts Specialist SMSF Course - Other - The University of Adelaide
 Vikas Madaan 2015 2005 - Master of Accounting - Masters Degree (AQF 9) - Central Queensland University ~ 2013 - Diploma Financial Planning FNS50611 - Diploma (AQF 5) - Kaplan Australia ~ 2016 - RG146 Margin Lending - Diploma (AQF 5) - International Institute of Technology ~ 2018 - Certified Financial Planner - Professional Designations - Financial Planning Association (FPA) ~ 2020 - Ethics and Professionalism in Financial Advice - Other - Kaplan Professional
 Vince Panagiotidis 2012 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2021 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional ~ 2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Vishnu Sankar 2008 2005 - Bachelor of Business (Financial Planning) - - RMIT
 Vitalijs Golubciks 2014 2011 - Bachelor of Commerce (Finance & Financial Planning) - - Deakin University ~ 2013 - Graduate Certificate in Taxation - - Curtin University
 Warren Glenn Burt 2009 1991 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Western Sydney ~ 1993 - Certified Practising Accountant - Professional Designations - CPA Australia ~ 1996 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 1996 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 2022 - SMSF Specialist Advisor - Professional Designations - SMSF Association
 Wayne Andrew Powter 2003 2003 - Diploma Financial Services (Financial Planning) FNB50802 - Diploma (AQF 5) - MLC ThreeSixty ~ 2004 - Advanced Diploma of Financial Services (Financial Planning) FNB60402 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Wayne Lucerne 1994 1987 - Bachelor of Arts - Bachelor Degree (AQF 7) - The Australian National University ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2011 - SMSF Specialist Advisor - Professional Designations - Self Managed Super Fund Association ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Won Sil Kang 2017 2008 - Bachelor of Commerce - Accounting - - Macquarie University ~ 2011 - Graduate Diploma of Chartered Accounting - - The Institute of Chartered Accountants in Australia ~ 2015 - Master of Taxation - - The University of Sydney ~ 2016 - Diploma of Financial Planning - - Pinnacle Financial Services Academy ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Xiren Wan 2011 2001 - Master of International Business - - University of Western Sydney ~ 2002 - Master of Applied Finance - - University of Western Sydney ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Advice Accreditation Training Program - Other - Aged Care Steps Pty Ltd
 Yingyi Chen 2013 2008 - Bachelor of Commerce - - University of Western Australia ~ 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2012 - Master of Finance - - Curtin University ~ 2014 - Advanced Diploma of Financial Planning - - Kaplan ~ 2020 - AU Inhouse Assessment - Securities - Other - AUPFS
 Yonit Udis 2010 2011 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
 Zafer Bhadshah Khan 2014 2006 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2024 - Tax for Financial Advising - Other - Kaplan Professional
 Zaheer Lalani 2007 2007 - Diploma of Financial Services (Financial Planning) (FNS50804) - Diploma (AQF 5) - FINSIA ~ 2011 - Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - FINSIA ~ 2012 - Diploma of Finance and Mortgage Broking Management FNS50310 - Diploma (AQF 5) - AAMC ~ 2016 - DFP5v1 Tax for Financial Advising - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Zelko Maric 2012 2011 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy
 Zongqi Xie 2016 2004 - Diploma of Commerce - - Curtin University of Technology ~ 2006 - Bachelor of Commerce - - Curtin University of Technology ~ 2016 - Diploma of Finance & Mortgage Broking Management - - AAMC Training Group ~ 2016 - Diploma of Financial Planning - - Integrity Education Group ~ 2016 - Diploma of Financial Services - - Integrity Education Group