Jbwere ltd

AFS License Number
341162
Name
Jbwere ltd
ABN/ACN/ARBN
68137978360
Licensee issued
Oct. 29, 2009
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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
derivatives;
foreign exchange contracts;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products limited to:
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;
interests in managed investment schemes including:
investor directed portfolio services;
securities;
standard margin lending facility; and
superannuation;
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
derivatives;
foreign exchange contracts; and
interests in managed investment schemes including:
investor directed portfolio services; and
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
derivatives;
foreign exchange contracts;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products limited to:
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;
interests in managed investment schemes including:
investor directed portfolio services;
securities;
standard margin lending facility; and
superannuation; and
provide the following custodial or depository services:
operate investor directed portfolio services (each of which is referred to as the IDPS); and
operate custodial or depository services other than investor directed portfolio services;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Adam Blennerhassett 1998 1994 - Bachelor Degree - Business - - Swinburne University ~ 2002 - Graduate Diploma - Financial Planning - - FINSIA
 Adam Payne 2014 1997 - Bachelor Degree - Applied Science - - University of Technology, Sydney ~ 1999 - Graduate Diploma - Management - - Macquarie Graduate School of Management ~ 2003 - Diploma - Financial Planning - - Financial Planning Association of Australia ~ 2017 - Advanced Diploma of Financial Planning - - Kaplan
 Adam Shanahan 2003 1998 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2007 - Accredited Derivatives Adviser - Level 2 - Other - Tribeca ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2018 - Foreign Exchange Accreditation Program - Other - Stockbrokers and Financial Advisers Association Limited ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Adrian Hannebery 2004 2003 - Diploma - Financial Planning - - RMIT Colleage of Business ~ 2007 - Advanced Diploma - Financial Planning - - Kaplan
 Alan Myatt 2013 2004 - Bachelor of Information Technology - Bachelor Degree (AQF 7) - Griffith University ~ 2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA/Securities Institute ~ 2014 - Foreign Exchange - Certificate (AQF 1-4) - Kaplan ~ 2014 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Alexander Suvoltos 2008 2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne ~ 2008 - Graduate Certificate of Applied Finance and Investment - Graduate Certificate (AQF 8) - FINSIA ~ 2009 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2018 - Foreign Exchange Accreditation Program - Other - Stockbrokers and Financial Advisers Association Limited ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Alexandra Crogan 2008 2004 - Bachelor Degree - Economics (Social Sciences) - - University of Sydney ~ 2009 - Graduate Diploma - Securities and Investment Dip - - Chartered Institute for Securities and Investment
 Alexandra Giomataris 2018 2013 - Bachelor of Business - - University of Tasmania ~ 2017 - RG146 Securities and Managed Investments - - Stockbrokers Association of Australia ~ 2018 - SMSFA Education Accreditation - - University of Adelaide ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Alistair Mcdill 2012 2008 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - The University of Melbourne ~ 2017 - Chartered Financial Analyst (CFA) - Professional Designations - CFA Institute ~ 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 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
 Amanda Kitanovski 2015 2012 - Bachelor Of Economics - - La Trobe University ~ 2015 - RG146 Accreditation (Securities & Managed Investments) - - Stockbrokers Association of Australia - Deakin Prime
 Amity Mellers 2011 2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania ~ 2005 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2012 - Accredited Derivatives Adviser Level 1 & 2 - Other - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Andrew Bullard 2014 2009 - Bachelor Degree - Commerce - - Deakin University ~ 2013 - Diploma - Financial Planning - - Kaplan
 Andrew James Mathis 2017 2009 - Bachelor of Commerce - Majors in Accounting and Finance - - The Australian National University ~ 2014 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Angela Koch 2004 1995 - Bachelor Degree - Communications - - University of Canberra ~ 2007 - Graduate Diploma - Applied Finance - - FINSIA ~ 2014 - Certificate - Finance for Directors - - Australian Institute of Company Directors ~ 2014 - Certificate - Governance for Directors - - Australian Institute of Company Directors ~ 2014 - Certificate - Strategy and Risk for Director - - Australian Institute of Company Directors
 Angela Manning 1998 1992 - Bachelor of Business (Accounting/Information Systems) - Bachelor Degree (AQF 7) - Federation University ~ 1998 - Diploma of Financial Planning - Diploma (AQF 5) - FPA ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Anh TA 2018 2009 - Bachelor of Commerce - - University of Melbourne ~ 2011 - Master of Applied Finance - - Monash University
 Anthony Joseph Leto 2018 2015 - Bachelor of Commerce and Bachelor of Laws - Bachelor Degree (AQF 7) - Western Sydney University ~ 2018 - Foreign Exchange Accreditation Program - Other - SAFAA ~ 2018 - Graduate Certificate of Finance - Graduate Certificate (AQF 8) - Macquarie University ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Anthony Vincent Bruce Hayes 2002 1998 - Bachelor Degree - Communications - - University of Western Sydney ~ 2002 - Diploma - Financial Planning - - Deakin University
 Ashley Salter 2004 1999 - Bachelor of Commerce (Economics) - Bachelor Degree (AQF 7) - Monash University ~ 2003 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2018 - Foreign Exchange Accreditation Program - Other - SAFAA ~ 2022 - Ethics for Financial Services - Bridging Course - Ethics - Deakin Business School
 Beau Roberts 2011 2004 - Bachelor Degree - Economics - - University of Sydney ~ 2010 - Diploma - Stockbroking - - Kaplan
 Ben Antonio 2007 2003 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University ~ 2010 - ASX Accredited Derivatives Adviser Level 1 & 2 - Other - Kaplan Professional ~ 2010 - Graduate Diploma of Applied Finance (Financial Planning) - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2017 - Chartered Tax Adviser - Professional Designations - The Tax Institute ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Ben Mcgrath 1994 1993 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne ~ 1996 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2003 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Benjamin Jeffs 2009 2001 - Bachelor of Business - Bachelor Degree (AQF 7) - LaTrobe University ~ 2007 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2014 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2016 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Stockbrokers Association of Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Benjamin Mcpherson 2016 2014 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Western Australia ~ 2014 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of Western Australia ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2018 - Foreign Exchange Accreditation Program - Other - SAFAA ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
 Brian Jones 1998 1982 - Bachelor Degree - Applied Science - - University of Sydney ~ 1998 - Graduate Diploma - Applied Finance - - University of New South Wales
 Byron BO Zhang 2011 2010 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2016 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Cameron Alcock 2011 2005 - Bachelor of Commerce (Business Law, Management) - Bachelor Degree (AQF 7) - Monash University ~ 2009 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy ~ 2011 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Cameron Bridger 2000 1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Federation University ~ 2000 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2018 - Foreign Exchange Accreditation - Other - SAFAA ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Cameron Laird 2004 2005 - Bachelor of Business Administration - Bachelor Degree (AQF 7) - Macquarie University ~ 2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2008 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2018 - Foreign Exchange Accreditation - Other - SAFAA ~ 2021 - Ethics for Financial Services - Bridging Course - Ethics - Deakin Business School
 Cameron Park 2004 2002 - Bachelor Degree - Economics & Finance - - RMIT University ~ 2007 - Graduate Diploma - Applied Finance & Investment - - Securities Institute of Australia
 Cameron Phillips 2018 2017 - Bachelor of Commerce, Finance Major - - The Australian National University ~ 2018 - Core 1 Securities & Managed Investments - - Stockbrokers and Financial Advisers Association
 Casey Ratcliffe 2011 2005 - Bachelor of Arts - Bachelor Degree (AQF 7) - Deakin University ~ 2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Investment Banking Institute ~ 2018 - Foreign Exchange Accreditation - Other - SAFAA ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Catherine Ann Wong Doo 1997 1995 - Bachelor of Commerce (Finance and Marketing) - Bachelor Degree (AQF 7) - The University of New South Wales ~ 1997 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association ~ 2001 - Postgraduate Diploma in Management - Graduate Diploma (AQF 8) - Macquarie University ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Catherine Happ 1996 1993 - Bachelor Degree - Business - - University of South Australia
 Chris Jensen 1998 1979 - Bachelor Degree - Commerce - - Melbourne University ~ 1982 - Diploma - International Business Studies - - Copnehagen University
 Chris O'connor 2004 1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University ~ 2001 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2018 - Foreign Exchange Accreditation Program - Other - SAFAA ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Chris Price 2014 2009 - Bachelor Degree - Business (Accounting) - - Swinburne University
 Christian Mark Burke 2017 2009 - Bachelor of Commerce - - University of Southern Queensland
 Christine Magnano 2005 1999 - Bachelor of Business - Bachelor Degree (AQF 7) - La Trobe University ~ 2008 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - RMIT ~ 2019 - Foreign Exchange Program - Other - SAFAA ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Christopher Barkla 2009 2008 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Christopher Hindmarsh 1998 1987 - Bachelor Degree - Applied Science - - University of New South Wales ~ 1994 - Diploma - Associate Diploma in Financial Management - - New York University School Of Continuing Education ~ 1997 - Masters Degree - MBA - - Macquarie Graduate School Of Education
 Christopher Voigt 1987 1985 - Bachelor Degree - Economics - - Monash University
 Claudio Anthony Donato 2014 2007 - Bachelor of Business / Bachelor of Arts - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Clint Rippon 2006 2003 - Bachelor of Business (Accounting and Commercial Law) - Bachelor Degree (AQF 7) - Victoria University ~ 2005 - Master of Business (Accounting) - Masters Degree (AQF 9) - Victoria University ~ 2006 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2018 - Foreign Exchange Accreditation Program - Other - SAFAA ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Craig Nicholls 2006 1991 - Bachelor Degree - Banking & Finance - - University of Canberra ~ 1996 - Bachelor Degree (Hons) - Law - - University of Canberra ~ 1996 - Graduate Diploma - Legal Practice - - Australian National University
 Curtis George Reid 2001 2001 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Damian Moran 2004 2001 - Bachelor of Business (International Trade) - Bachelor Degree (AQF 7) - Victoria University ~ 2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2019 - Ethics and Professional in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Damian Peter Robinson 1993 1993 - Bachelor of Business (Banking & Finance) - - Monash University ~ 2003 - ASX Responsible Executive - Broker Exam - - Securities Institute ~ 2005 - Accredited Derivatives Adviser Level 1 & 2 - - Australian Stock Exchange ~ 2011 - Professional Diploma in Stockbroking - - DeakinPrime ~ 2020 - Ethics & Professionalism - Bridging Course - Ethics - Kaplan
 Dana Djajaputra 2011 2007 - Bachelor of Arts - - University of NSW ~ 2011 - Adv Diploma of Financial Planning - - Kaplan
 David Liddle 2002 1992 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Monash University ~ 2001 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 David Miller 2004 2003 - Bachelor of Economics - Bachelor Degree (AQF 7) - The Australian National University ~ 2006 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 David Richardson 1998 1986 - Bachelor Degree - Business - - RMIT University ~ 1988 - Chartered Accountant (CA) - - Institute of Chartered Accountants ~ 1994 - Graduate Diploma - Applied Finance - - Securities Institute ~ 2001 - Certificate - Financial Planning - - Financial Planning Association of Australia ~ 2007 - Accredited Derivatives Adviser Level Two - - Tribeca
 David Sartor 1998 1993 - Bachelor Degree - Business - - Queensland University of Technology ~ 1995 - Chartered Accountant (CA) - - Institute of Chartered Accountants ~ 1999 - CFP - Certified Financial Planner - - Financial Planning Association of Australia
 David Wallace 2008 1993 - Bachelor Degree - Economics - - UWA ~ 2008 - Graduate Diploma - Financial Planning - - FINSIA ~ 2021 - Ethics & Professionalism - Bridging Course - Ethics - Kaplan
 Dean Nathan Watson 1998 1998 - Diploma - Financial Planning - - Deakin University ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Deepak Raj 0 2016 - Bachelor of Commerce (Corporate Finance) - Bachelor Degree (AQF 7) - The University of Adelaide ~ 2019 - Master of Finance and Business Economics - Masters Degree (AQF 9) - The University of Adelaide ~ 2022 - Chartered Financial Analyst - Professional Designations - CFA Institute ~ 2023 - Foreign Exchange Accreditation Program - Other - SIAA ~ 2024 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Dennis Navan 1999 1992 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of New South Wales ~ 2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association ~ 2002 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2020 - Ethics for Financial Services - Bridging Course - Ethics - Deakin Business School
 Deon Cavarra 2013 2010 - Bachelor of Commerce - - University of Melbourne ~ 2017 - Diploma of Financial Planning - - Kaplan
 Ditte Galloway 1999 1998 - Bachelor Degree - Commerce - - Macquarie University
 Donna Gulbin 1999 1995 - Bachelor Degree - Business - - Australian Catholic University ~ 1999 - Graduate Diploma - Applied Finance and Investment - - FINSIA
 Dorian Bontempelli 1998 1999 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2019 - Foreign Exchange Accreditation - Other - SAFAA ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Eddie Dassie 2016 2007 - Bachelor of Business - - Edith Cowan University ~ 2010 - Master of Applied Finance - - University of Queensland
 Edward Campbell 2014 2012 - Bachelor Degree - Business - - Macquarie University ~ 2013 - Masters Degree - Commerce - - University of Sydney
 Evelyn Yong 2011 2006 - Bachelor Degree - Bachelor of Science - - Monash University ~ 2008 - Masters Degree - International Business - - Monash University ~ 2013 - Certificate - SMSF - - University of Adelaide
 Fiona Archer 1999 1982 - Bachelor Degree - Business Studies - - Swinburne University
 Franchesca Nkiruka Hurst 2013 2012 - Bachelor of Commerce (Economics and Finance) - Bachelor Degree (AQF 7) - Curtin University ~ 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Advice - Advanced Diploma (AQF 6) - Mentor Education ~ 2019 - Tax for Financial Advising - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Gabrielle Rose Wood 2003 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Financial Planning Association ~ 2006 - Bachelor of Business (Applied Finance) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2007 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Gerard O'connor 1997 1997 - Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University ~ 2001 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2004 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2021 - Ethics for Financial Services - Bridging Course - Ethics - Deakin Business School
 Glenn Pirrit 2005 2002 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2005 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Grant Cashin 1987 1983 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University ~ 1990 - Diploma of Financial Markets - Diploma (AQF 5) - Securities Institute of Australia ~ 2018 - Foreign Exchange Accreditation Program - Other - SAFAA ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Hamish Lindeman 1996 1993 - Bachelor Degree - Business - - Deakin University ~ 1998 - Graduate Diploma - Applied Finance and Investment - - Securities Institute of Australia
 Harrison Bryant 2018 2017 - Bachelor of Laws/Bachelor of Commerce - - Australian National University
 Harry Soward 0 2016 - Bachelor of Business and Commerce - Bachelor Degree (AQF 7) - Western Sydney University ~ 2019 - Master of Finance - Masters Degree (AQF 9) - University of Technology Sydney ~ 2023 - Graudate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Heather Saunders 2013 2005 - Advanced Diploma of Financial Services (Financial Planning) - - ThreeSixty Adviser Campus ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Ian Southwood 1989 1986 - Bachelor Degree - Economics - - Flinders University ~ 1990 - Graduate Diploma - Securities Institute - - Securities Institute of Australia ~ 1992 - Diploma - Financial Planning - - Securities Institute
 Jacinda Anne Dixon 2003 2000 - Bachelor of Arts and Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University ~ 2006 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2011 - Master of Tax - Masters Degree (AQF 9) - The University of Melbourne ~ 2019 - Foreign Exchange Accreditation Program - Other - SAFAA ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Jack Connor Mccambley 0 2017 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - Deakin University ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Jackie Tsai 2018 2015 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - University of Auckland
 Jacob Bierhuizen 2018 2015 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Queensland ~ 2015 - Bachelor of Laws - Bachelor Degree (AQF 7) - The University of Queensland ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 James Brynley Rowland 0 2021 - Bachelor of Business (Economics and Finance) (Applied) - Bachelor Degree (AQF 7) - RMIT University ~ 2023 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University
 James Charles Stewart Williams 2008 2008 - Bachelor of Commerce - - Australian National University
 James Dempsey 2011 2011 - Bachelor Degree - Commerce - - Murdoch University
 James Heritage 2008 2002 - Bachelor Degree - Commerce - - Melbourne University
 James Hufton 1995 1994 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania ~ 1997 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association ~ 1998 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2004 - Chartered Accountant (CA) Program - Professional Designations - The Institute of Chartered Accountants in Australia ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 James Lefebvre 2008 2004 - Bachelor Degree - Business - - University of Louisiana - Monroe
 James Peter Alexander 2012 2012 - RG146 - 910 Generic Knowledge - - Kaplan Professional Education ~ 2012 - RG146 - 923 Securities & Skills - - Kaplan Professional Education ~ 2014 - Bachelor of Economics - - The University of Queensland ~ 2015 - RG146 - Managed Investments - - Kaplan Professional Education
 James Robb 2004 2004 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2017 - Chartered Financial Analyst - Professional Designations - CFA Institute ~ 2018 - CPA Program - Professional Designations - CPA Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 James Wilson Pritchard 2023 2017 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - University of South Australia ~ 2017 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Australia ~ 2023 - Foreign Exchange Accreditation - Certificate (AQF 1-4) - Stockbrokers & Investment Advisers Association
 Jane Allingham 2007 2005 - Bachelor Degree - Media & Communications - - University of Sydney
 Jason Cowlishaw 2003 1999 - Bachelor Degree - Business - - Swinburne University
 Jason Farrow 1996 1995 - Bachelor Degree - Commerce - - Murdoch University ~ 1998 - Chartered Accountant (CA) - - Australian Institute of Chartered Accountants ~ 1999 - Certified Financial Planner - - Financial Planning Association of Australia
 Jason Frederick Stout 1998 1994 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Curtin University of Technology ~ 2001 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2004 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 John Dixon 2001 1994 - Bachelor Degree - Law - - Australian National University ~ 2002 - Diploma - Financial Planning - - Financial Planning Association of Australia ~ 2006 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2020 - Ethics & Professionalism - Bridging Course - Ethics - Kaplan
 John Jamieson 2004 1986 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - The New South Wales Institute of Technology ~ 1990 - Diploma of Financial Markets - Diploma (AQF 5) - Securities Institute of Australia ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Jonathan Mcgrath 2009 2009 - Bachelor Degree - Commerce - - Australian National University ~ 2012 - Graduate Diploma - Financial Planning - - Kaplan
 Justin Quinn 2008 2008 - RG146 - Securities and Managed Investments - - Kaplan Professional Education ~ 2018 - Grad Cert: Finance - - Griffith Uni
 Kale Wren 2018 2015 - Bachelor of Business, Major in Economics and Finance - - RMIT Univesity ~ 2017 - Tier 1 Generic Knowledge - - Kaplan ~ 2018 - Tier 1 Securities and Managed Investments - General Advice - - Kaplan ~ 2018 - Tier 1 Securities and Managed Investments - Skills Only - - Kaplan
 Keiran Leigh Faulkner 2004 2001 - Bachelor Degree - Applied Economics - - University of Canberra ~ 2005 - Advanced Diploma - Financial Planning - - Kaplan ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Foreign Exchange Accreditation - Other - Stockbrokers and Investment Advisers Association
 Kevin Boyle 2011 2012 - Bachelor Degree - Commerce - - Bond University
 Kiera Jayde Kubacki 2024 2018 - Bachelor of Commerce (Economics & Finance) - Bachelor Degree (AQF 7) - University of Melbourne ~ 2021 - Foreign Exchange Accreditation Program - Certificate (AQF 1-4) - Stockbrokers and Financial Advisers Association ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2024 - SMSF Specialist Advisor Accreditation - Professional Designations - SMSF Association
 Kirsty Darnley 2005 2004 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 2007 - CFP - Professional Designations - Financial Planning Association of Australia ~ 2018 - Foreign Exchange Accreditation Program - Other - Stockbrokers and Financial Advisers Association Limited ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Louise Jane Henderson 2016 2013 - Bachelor of Business - - Queensland University of Technology ~ 2020 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Superannuation and Retirement Advice - Other - Kaplan Professional
 Lucy Warner 2006 2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2008 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2009 - ASX Accredited Derivatives Adviser Level 1 & 2 - Other - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Luke Branagan 2018 1993 - Bachelor of Arts, Major in Social Science - - University of New South Wales (UNSW) ~ 2010 - Graduate Certificate in Social Impact - - University of New South Wales (UNSW) ~ 2015 - Core 1 Securities and Managed Investments Accreditation Program - - DeakinPrime and Stockbrokers Association of Australia ~ 2015 - Graduate of the Australian Institute of Company Directors - - Australian Institute of Company Directors
 Luke Tighe 1990 1986 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Swinburne Institute of Technology ~ 1990 - Graduate Diploma in Accounting - Graduate Diploma (AQF 8) - Swinburne Institute of Technology ~ 1995 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 1997 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Magdalena Saccoccio 2008 1998 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - Monash University ~ 2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Mark John Lindsay 2005 2005 - Accredited Derivatives Adviser Level 2 - - Tribeca Learning ~ 2012 - Graduate Certificate of Applied Finance - - FINSIA ~ 2013 - Advanced Diploma of Financial Planning - - Monarch Institute ~ 2018 - Master of Applied Finance & Investment - Masters Degree (AQF 9) - Kaplan ~ 2021 - Ethics & Professionalism - Bridging Course - Ethics - Kaplan
 Mark Lester Cabusi 2010 2001 - Bachelor of Business (Finance and Accounting) - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Mark Soliman 2007 2007 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 2015 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2018 - Foreign Exchange Accreditation Program - Other - SAFAA ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Matthew Briese 1999 1998 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Queensland ~ 2003 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2007 - ASX Accredited Derivatives Adviser Level 1 & 2 - Other - Tribeca ~ 2014 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Matthew Grant Pattison 2018 2006 - Bachelor of Agricultural Science (Economics) - - The University of Melbourne ~ 2015 - Professional Diploma in Stockbroking - - Deakin University ~ 2016 - Graduate Certificate of Applied Finance - - Macquarie University
 Matthew John King 0 2019 - Bachelor of Finance (Capital Markets) - Bachelor Degree (AQF 7) - Australian National University ~ 2022 - Foreign Exchange Accreditation Program - Other - SIAA ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Melinda Anne Harrison 2008 2008 - Graduate Diploma - Financial Planning - - Financial Services Institute of Australasia ~ 2009 - Bachelor Degree - Accounting - - Central Queensland University ~ 2020 - Ethics & Professionalism - Bridging Course - Ethics - Kaplan
 Michael Browne 2003 1999 - Bachelor Degree - Commerce - - Bond University ~ 2000 - Masters Degree - Information Technology - - Bond University
 Michael Hogg 1988 1992 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Michael Kendall 1996 1987 - Bachelor Degree - Economics - - Monash University ~ 1996 - Masters Degree - MBA - - Melbourne Business School
 Michael Laba 2001 2001 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Michael Miller 2018 1987 - Bachelor of Arts - - The University of Sydney ~ 1991 - Diploma of Financial Markets - - Securities Institute of Australia
 Michelle Bock 2009 2007 - Bachelor Degree - Business - - University of Western Sydney ~ 2008 - Diploma - Financial Planning - - Pinnacle Financial Services ~ 2010 - Diploma - Financial Planning - - Kaplan ~ 2015 - Certified Financial Planner - - Financial Planning Association of Australia (FPA)
 Mila Sobolevsky 2007 2003 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - Monash University ~ 2008 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Natasha Sibarani 2018 2007 - Bachelor of Arts, Indonesian major - - Deakin University ~ 2007 - Bachelor of Commerce - - Deakin University ~ 2013 - Diploma of Financial Planning - - GWM Adviser Services ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Nathan Mccracken 2013 2011 - Bachelor Degree - Commerce - - Curtin University
 Neil David Funnekotter 0 2017 - Bachelor of Paramedical Science - Bachelor Degree (AQF 7) - ECU ~ 2018 - Bachelor of Banking & Finance - Bachelor Degree (AQF 7) - Murdoch University ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Nicholas Bayne 2007 2003 - Bachelor Degree - Commerce - - LaTrobe University ~ 2008 - Masters Degree - Applied Finance - - Monash University
 Nicholas Costello 2009 2007 - Bachelor Degree - Commerce - - University of Adelaide ~ 2014 - CFA Charterholder - - CFA Institute ~ 2023 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Nicholas Evans 2005 1983 - Bachelor Degree - Economics - - University of Sydney ~ 2005 - Graduate Diploma - Company Directorship - - Australian Institute of Company Directors
 Nicholas Piazza 2002 1999 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Adelaide ~ 2002 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Nicole Price 2000 1997 - Bachelor of Commerce (Banking and Finance) - Bachelor Degree (AQF 7) - University of Canberra ~ 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia ~ 2006 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - Western Sydney University ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Patrick Albert 2009 2009 - Core 1 Securities & Managed Investments Accreditation Program - - Deakin Prime ~ 2009 - Professional Standards Accreditation Program - - Deakin Prime ~ 2009 - SDIA Derivatives Accreditation Program - - Deakin Prime ~ 2009 - Tier 1 Compliance Program Superannuation - - RMIT University ~ 2014 - Foreign Exchange Accreditation Program - - Deakin Prime
 Paul Bennett 2005 1995 - Bachelor Degree - Commerce - - Deakin University ~ 2002 - Graduate Diploma - Applied Finance and Investment - - Securities Institute of Australia ~ 2023 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Paul Williams 2012 2006 - Bachelor Degree - Business - - LaTrobe University ~ 2009 - Advanced Diploma - Financial Planning - - Kaplan
 Peter Iwaniw 2010 2007 - Bachelor Degree - Commerce - - University of South Australia
 Peter Mctiernan 2012 2008 - Bachelor Degree - Commerce - - Melbourne University
 Peter Purcell 1998 1997 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - RMIT University ~ 1999 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2019 - Foreign Exchange Accreditation - Other - SAFAA ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Philip Phung 2015 2012 - Bachelor Degree - Finance - - The Australian National University ~ 2014 - Diploma - Financial Planning - - Kaplan ~ 2015 - Accredited Derivatives Adviser Level One - - Stockbrokers Association of Australia
 Pollianna Harkness 2001 1995 - Bachelor Degree - BEc - - Monash University ~ 1998 - Chartered Accountant program - - Institute of Chartered Accountants in Australia ~ 2001 - Graduate Diploma - Financial Planning - - Deaking University
 Rachael Jane Deane 2011 1993 - Associate Diploma of Business - Other - Ipswich College of TAFE ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FINSIA ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Randall March 1997 1995 - Bachelor of Management (Marketing) - Bachelor Degree (AQF 7) - University of South Australia ~ 2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association ~ 2002 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2021 - Ethics for Financial Services - Bridging Course - Ethics - Deakin University ~ 2022 - Family Business Australia Accredited Advisor - Other - Family Business Australia
 Renata Das 2012 2013 - Masters Degree - Applied Finance - - Macquarie University
 Richard Dutton 2012 2007 - Bachelor Degree - Commerce - - Melbourne University ~ 2012 - Masters Degree - Applied Finance - - Monash University
 Richard Sinclair 1985 2002 - RG146 - Securities and Managed Investments - - Securities and Derivitaves Industry Assoc (SDIA)
 Robert Hubbard 2013 2009 - Masters Degree - Applied Finance - - FINSIA
 Roderick Bridger 2005 1003 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Ballarat ~ 1996 - CPA Program - Professional Designations - CPA Australia ~ 2003 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2018 - Foreign Exchange Accreditation Program - Other - Stockbrokers and Financial Advisers Association Limited ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Russell Treloar 2004 1999 - Bachelor of Arts - Bachelor Degree (AQF 7) - The Australian National Unviesity ~ 2000 - Bachelor of Economics - Bachelor Degree (AQF 7) - The Australian National University ~ 2004 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2018 - Foreign Exchange Accreditation Program - Other - SAFAA ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Ryan Shepherd 2001 1996 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - Edith Cowan University ~ 1997 - Diploma of Business Programming - Diploma (AQF 5) - Computer Power Training Institute ~ 2001 - Certificate III in Property Services - Certificate (AQF 1-4) - The Real Estate Institute of Western Australia ~ 2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Samuel Thomas Lees 2016 2012 - Bachelor of Commerce (Commercial Law, Finance and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Sarah Jane Maccallum 2001 1998 - Bachelor of Commerce - - University of Melbourne ~ 2002 - Graduate Diploma of Applied Finance and Investment - - Securities Institute of Australia
 Scott Allison 2018 2015 - Bachelor Of Commerce (Finance and Economics) - - Curtin University
 Shane Miller 2013 2009 - Bachelor of Commerce (Finance, Marketing, Financial Planning & E-Business) - Bachelor Honours Degree (AQF 8) - Deakin University ~ 2015 - Accredited Derivatives Adviser Level 1 & 2 - Other - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Stephanie Bennett 2018 2008 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - Monash University ~ 2014 - RG146 - - Stockbrokers and Financial Advisers Association - DeakinCo. ~ 2018 - Foreign Exchange Accreditation Program - - Stockbrokers and Financial Advisers Association - DeakinCo. ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Steve Sterritt 2006 2002 - Bachelor Degree - Bachelor of Business - - University of Technology, Sydney ~ 2008 - CFA Charter Holder - - CFA Institute
 Steven Mitchell 2017 2010 - Bachelor of Commerce - - La Trobe University
 Stuart Cain 1994 1988 - Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University ~ 1999 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association ~ 2018 - Foreign Exchange Accreditation Program - Other - Stockbrokers and Finacial Advisers Association Limited ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Suzy Nguyen 2008 2001 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Monash University ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Tanella Lane 2014 1999 - Bachelor Degree - Business - - RMIT/ Cornell University ~ 2009 - Diploma - Financial Services - - Kaplan ~ 2013 - SMSF Specialist Course - - University of Adelaide ~ 2015 - Advanced Diploma of Financial Planning - - Kaplan ~ 2018 - Foreign Exchange RG146.149 - - Stockbrokers And Financial Advisers Association Limited
 Thivanka Abeygunawardene 2018 2010 - Bachelor of Commerce (Accounting, Finance, Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2012 - Graduate Certificate in Commerce - Graduate Certificate (AQF 8) - The University of Sydney ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Foreign Exchange Accreditation Program - Other - SIAA
 Thomas Bellomo 2010 2005 - Bachelor Degree - Commerce - - Deakin University ~ 2006 - Diploma - Financial Services - - FINSIA ~ 2010 - Graduate Certificate - Applied FInance - - FINSIA
 Thomas Fry 2001 1992 - Diploma - Law (SAB) - - University of Sydney
 Thomas Goode 2008 2004 - Bachelor Degree - Business - - RMIT University ~ 2006 - Masters Degree - Business - - FINSIA
 Thomas Hayward 1982 1979 - Bachelor Degree - Bachelor of Business Studies - - Prahran CAE, Prahran, Victoria ~ 1985 - Masters Degree - Commerce - - University of New South Wales
 Thomas Huxtable 2010 2007 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - The University of Adelaide ~ 2019 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Thomas Matthew Chrystie 2017 2016 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Australian Catholic University ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Thuong Hoang 2018 2009 - Bachelor of Economics - Bachelor Degree (AQF 7) - La Trobe University ~ 2018 - Accredited Derivatives Level 1 & 2 - Other - SIAA ~ 2019 - Foreign Exchange Accreditation Program - Other - SIAA ~ 2019 - Tax for Financial Advising - Other - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Timothy Edward Dartnell 2022 2014 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne ~ 2021 - Foreign Exchange Accredited Course - Other - SAFAA ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University ~ 2022 - Margin Lending Accreditation Program - Other - Stockbrokers and Investment Advisers Association
 Timothy Monteleone 2014 2011 - Bachelor Degree - Commerce - - University of Western Australia ~ 2011 - Bachelor Degree - Economics - - University of Western Australia ~ 2015 - Certificate - Accredited Derivatives Adviser - - Kaplan ~ 2016 - Diploma of Financial Planning - - Kaplan Professional
 Travis Allan Davis 2000 2000 - Advanced Diploma - Financial Planning - - Deakin University ~ 2008 - CFP - - Financial Planning Association of Australia ~ 2017 - ADA 2 - - SAFAA ~ 2018 - FX RG146 - - SAFAA
 Vasiliki Chronopoulos 2010 2006 - Bachelor of Business Administration - Bachelor Degree (AQF 7) - Macquarie University ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Wendy Whelan 2000 1992 - Bachelor Degree - Commerce - - Deakin University ~ 1997 - Graduate Diploma - Financial Planning - - FINSIA
 William Wilson 0 2018 - Bachelor of Business Management - Bachelor Degree (AQF 7) - The University of Queensland ~ 2018 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Queensland ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional