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 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;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
interests in managed investment schemes limited to:
MDA services; and
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
derivatives 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;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Abraham Melchizedek Paul Mohring | 2008 | Bachelor of Business (Financial Planning) with Distinction - Royal Melbourne Institute of Technology |
| Adam Neal Mondy | 2009 | Advanced Diploma of Financial Services - Pinnacle ~ Diploma of Financial Services (Finance/Mortgage Broking) - Intellitgrain ~ Diploma of Financial Services (Financial Planning) - UNE ~ Master of Financial Planning - Kaplan |
| Adrienne Rush | 2008 | Advanced Diploma of Financial Services (Financial Planning) Planning - Kaplan Professional ~ Bachelor of Business (Banking & Finance) - Monash University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Afaque Ahmad Memon | 2007 | Diploma of Financial Services - Dover Financial Training Pty Ltd Melbounre ~ Graduate Diploma of Accounting - Deakin University, Melbourne |
| Alan James Mctighe | 2012 | Certificate IV in Financial Planning - Integratec |
| Alex Braun | 1983 | Diploma of Financial Services(Distribution) - Deakin Financial Services Pty Ltd ~ Disability Income Sales Skills - Australian Lifewriters Association ~ Personal and Business Insurance Sales Skills - Australian Lifewriters Association |
| Alex Scarfone | 1997 | Associate Diploma in Business - TAFE NSW ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Commonwealth Bank ~ Firstchoice Margin Lending Assessment - Colonial First State |
| Alexander Laureti | 2018 | Diploma of Financial Planning - CPA Australia ~ Personal Financial Planning and Superannuation: (CPA110): CPA Program Tier 1 - CPA |
| Alexandros Cokalis | 2002 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ ICFS Specialist SMSF Course - Adelaide University |
| Alexis Vimarshana Tarindra Abeyasinghe | 2016 | Bachelor of Commerce - Deakin University ~ Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Planning - Pinnacle ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Alfredo Rossi | 2015 | Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - Integrity Education Group ~ Self Managed Superannuation Fund Adviser(Personal Advice) - Mentor Education ~ Tier 1 Margin Lending - Personal Advice - Kaplan |
| Alia Marie Ashe | 2018 | Bachelor of Business (Accounting) - Swinburne University ~ Diploma of Financial Planning - Australis College ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan ~ SMSF Regulations and Taxation - Kaplan |
| Alison Thomas | 2010 | Bachelor of Business - Charles Sturt University ~ Diploma of Financial Services - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Andre Dimatteo | 2016 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Accounting) - University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ SuperConcepts & ICFS Specialist SMSF Course - Super Concepts |
| Andrew Bell | 2003 | Advanced Diploma of Financial Services (Financial Planning) - AMP ~ Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) - AMP ~ Ethics and Professionlism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan |
| Andrew Bonnici | 2001 | Bachelor of Commerce (Accounting) - Monash University |
| Andrew Steindl | 2014 | Bachelor of Commerce - Griffiths University ~ Diploma of Financial Planning - Kaplan |
| Andrew Sue | 2004 | Bachelor of Commerce - The University of New South Wales ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Commerce - The University of New South Wales |
| Andrew Thomas Draper | 2005 | Bachelor of Financial Administration - University of New England ~ Diploma in Financial Management - University of New England |
| Angelo Anthony Baronessa | 2018 | Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Economics - La Trobe University ~ Diploma of Financial Services - RMIT University ~ SMSF Regulations and Taxation - Kaplan |
| Angus Taylor | 2014 | Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business Management - University of Queensland ~ Graduate Diploma of Financial Planning - Kaplan |
| Anita Michele Muecke | 1993 | Advanced Diploma of Financial Planning - International Institute of Technology ~ Bachelor of Arts - University of Queensland ~ Diploma of Financial Planning - International Institute of Technology ~ Fellow Chartered Financial Paractitioner (FChFP) - Mentor Education Group |
| Annette Pulbrook | 2013 | Advanced Diploma Financial Services - International Institute of Technology ~ Bachelor of Commerce - University of Newcastle ~ Professional Certificate SMSF - University of Adelaide ~ SMSF Specialist Adviser - SMSF Association |
| Anthony Sloan | 2012 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Advanced Self Managed Superannuation Funds Workshop - Kaplan ~ Bachelor of Commerce - The Australian National University ~ Bachelor of Commerce/Engineering (Honours) - The Australian National University ~ Bachelor of Engineering - The Australian National University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Anthony Zaita | 2003 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ FPE016 Self Managed Superannuation Funds - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional |
| Antony Gordon Wray | 1992 | Bachelor of Business - Edith Cowan University ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional |
| Arkadiusz Bryl | 2013 | Diploma of Fianncial Planning - Integrity Education |
| Arthur Christopher Kyriacou | 2000 | ASX Securities - Kaplan ~ Diploma of Financial Planning - Deakin Uni - Dip of Fin Planning ~ Margin Lending - Kaplan ~ SMSF Specialist Pathway Program - Tribeca |
| Arunava Chaudhuri | 2016 | Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Professional Accounting - Central Queensland University ~ Self Managed Superannuation Funds - Kaplan |
| Ashleigh Ton | 2011 | Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan |
| Ashley Davison | 2000 | Diploma of Financial Planning - Deakin University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Beena Philip Mathew | 2003 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Benjamin Crowe | 2003 | Bachelor of Business (Financial Planning) with Distinction - RMIT ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan |
| Benjamin Luke Mclennan | 2008 | Bachelor of Business - Monash University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Brendan Michael Cosgriff | 1995 | Bachelor of Business - La Trobe University |
| Brendan Peach | 2015 | Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - International Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Bruno Anthony Dimasi | 2001 | Advance Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Super Funds - Kaplan |
| Catherine Irwin | 2016 | Bachelor of Commerce (Financial Planning) - University of the Sunshine Coast ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Charith Francis Rodrigo | 2017 | Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce - Griffiths University ~ Diploma of Financial Planning - Kaplan ~ Self Managed Super Funds - Mentor Education |
| Charles Pillay | 2001 | Certified Financial Planner - FPA ~ Diploma of Finance and Mortgage Broking Management - Institute of Strategic Management ~ Diploma of Financial Planning - FPA ~ Professional Certificate in SMSF - The University of Adelaide |
| Chloe Pinghua Huang | 2018 | Bachelor of Applied Finance - Macquarie University ~ Diploma of Financial Planning - Kaplan ~ SMSF Specialist Course - UNSW |
| Cho Kei Kwong | 2005 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - FPA ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Finance - Royal Melbourne Institute of Technology ~ Self Managed Superannuation Funds - Kaplan Professional |
| Christopher Lau | 2014 | Advanced Diploma of Financial Planning - Integrity Education Group ~ Bachelor of Commerce (Qualification) - University of the Witwatersrand, Johannesburg ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Australian Institute of Financial Services and Accounting AIFA |
| Claire Elizabeth Russell | 1999 | Bachelor of Commerce (in Marketing) - The University of New South Wales ~ Diploma of Financial Planning - Mentor |
| Claudia Chau Leung | 2002 | Count Wealth Accountants Introductory Training Course - Count Wealth Accountants |
| Craig Alan William Bunce | 2003 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Certificate in Financial Services - University of New England ~ Margin Lending - Mentor Education |
| Craig Letch | 2006 | Diploma of Financial Planning - Deakin University |
| Dae Sik Jung | 2005 | Advanced Self Managed Super Funds Program - Kaplan ~ Bachelor of Economics - Dongguk University ~ Diploma of Financial Services (Financial Planning) - Mentor Education |
| Dale Robinson | 1997 | Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Damien Patrick Ferguson | 1986 | ASX Listed Products Accreditation Course - Savings Factory ~ Certified Financial Planner - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Dan Gia Luu | 2003 | Bachelor of Business (Economics and Finance) - RMIT ~ Diploma of Financial Planning - FPA ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Daniel Antonio Albanes Valenzuela | 2017 | Bachelor of Business (Banking and Finance) - Victoria University ~ Diploma Financial Services - Victoria University ~ Ethics and Professionalism in Financial Planning - Kaplan ~ Graduate Diploma of Financial planning - Kaplan ~ Self Managed Super Fund - Kaplan |
| Daniel Gillian Sobraty | 2000 | Bachelor of Commerce - University of Western Sydney ~ Certified Financial Planning - Financial Planning Association ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Graduate Diploma in Financial Planning - Securities Institute |
| Daniel Lawrence Twentyman | 2014 | Bachelor of Business (Applied Economics) - Victoria University of Technology ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan |
| Daniel Michael Parker | 2010 | Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy |
| Daniel Michael Samuel Herft | 2018 | Bachelor of Management (Majoring in Human Resource Management and Financial Planning) - Deakin University ~ Diploma of Management - Melbourne Institute of Business and Technology Pty Ltd |
| Daniel Thompson | 2010 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Economics and Bachelor of Commerce - The University of Western Australia ~ Diploma of Financial Services ( Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance (Financial Planning) - Charles Sturt University |
| Danielle Farrell | 2016 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Banking & Finance) - Queensland University of Technology (QUT) ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Darcy O'rourke | 2016 | Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - Mentor Education ~ Tax for Financial Advising - Kaplan Professional |
| Darion William Pohl | 2019 | Bachelor of Commerce - University of Melbourne ~ Diploma of Financial Planning - Mentor Education ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Self Managed Superannuation Fund - Mentor Education |
| David Camilo Perez Estupinan | 2014 | CFP Certification - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of International Finance - Deakin University of Australia ~ Master of Professional Accounting - Deakin University ~ Master of Professional Accounting - Deakin University of Australia ~ Masters of International Finance (Financial Planning) - Deakin University ~ Self Managed Superannuation Funds - Kaplan |
| David Eugene Braun | 2014 | Life Insurance (Personal Advice) - Mentor Education ~ Managed Investments & Securities - Mentor Education ~ Superannuation (Personal Advice) - Mentor Education |
| David Jason Foord | 2002 | Bachelor of Economics - LaTrobe University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| David Leslie Lucas | 2016 | Bachelor of Commerce (Finance and Financial Planning) - Deakin University ~ Gradulate Diploma of Financial Planning - Finsia ~ Margin Lending - Integrity ~ Self Managed Super Funds - Integrity |
| David Streader | 1993 | Bachelor of Science - Monash University ~ Diploma of Finanacial Planning - Deakin University ~ Graduate Diploma of Applied Finance & Investment - Securities Institute of Australia |
| David Stuart Quin | 1998 | Accredited Listed Product Adviser Program - Kaplan ~ Diploma of Financial Planning - FPA ~ SuperConcepts & ICFS Specialist SMSF Course - The University of Adelaide |
| Dean Benfell | 2017 | Bachelor of Commerce (Financial Planning) - University of the Sunshine Coast |
| Dean Laban Watts | 0 | Bachelor of Commerce - Deakin University |
| Deborah Frances French | 2018 | Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business Studies in Finance - Massey University, New Zealand ~ Commercial Law - Kaplan ~ Graduate Diploma in Business Studies in Personal Financial Planning - Massey University, New Zealand |
| Deborah Therese DI Trapani | 2007 | Advanced Diploma Financial Planning FNS60415 - Mentor Education Group ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Derek Alden | 2000 | Bachelor of Economics - University of Sydney |
| Dilip Dutt | 1985 | Diploma of Financial Planning - Kaplan Professional |
| Dimitri Eliadis | 2014 | Bachelor of Economic and Finance - RMIT ~ Diploma of Financial Planning - Dover RG146 ~ RG146 Managed Investments - Financial Education Professionals ~ RG146 Superannuation & Self-manged Superannuation funds - Financial Education Professionals |
| Dione Angelos | 2001 | Bachelor of Social Science - University of New South Wales ~ Certified Financial Planner - Deakin University ~ Diploma of Financial Planning - Financial Planning Association ~ Master of Commerce - University of New South Wales ~ Self Managed Superannuation Funds - Kaplan |
| Dominique Bergel-grant | 2004 | Bachelor of Economics (Economics and Marketing) - University of Sydney ~ Diploma of Finance and Mortgage Broking Management - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannunation Funds - Kaplan |
| Douglas John Ryan | 2009 | Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Kaplan |
| Elizabeth Jane Powdrell | 1999 | Diploma of Financial Planning - FPA |
| Emma Elisabeth Page | 2017 | Advanced Diploma of Financial Services(Financial Planning) - International Institute of Technology ~ Business Services (Business Sales) - WG Learning Pty Ltd ~ DFP5v6 Tax for Financial Advising - Kaplan ~ Diploma of Business - Torrens University Australia ~ Graduate Certificate in Financial Planning - Griffith University |
| Erin Michelle Press | 2007 | Advanced Diploma of Financial Planning FNS60404 - Kaplan Education Pty Limited |
| Esteban Guillermo Garzon | 2015 | Advanced Diploma Financial Planning (SMSF Specialist) - Intergrity Education Group ~ Diploma of Financial Planning - Holmesglen Institute |
| Eugene Bruno Ardino | 2010 | 928 Margin Lending - Knowledge & Skills - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional |
| Eugenio Serravalle | 2015 | Diploma of Financial Planning - Kaplan |
| Felicia Sarah Anstey | 2004 | Diploma of Finance and Mortgage Broking Management - The National Finance Institute ~ Diploma of Financial Services(Financial Planning) - Investment Banking Institute ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending - Kaplan ~ Master of Business Administration and Master of Professional Accounting - University of Southern Queensland |
| Francis James Liddell | 1993 | Insurance Planning:Principles and Applications - CCH Learning ~ Retirement Planning - CCH Learning ~ Securities and Managed Investments - Kaplan |
| Francis Xavier Mclaurin | 1982 | Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Self Managed Superannuation Funds - Kaplan Professional |
| Frank KA Fai Sinn | 2004 | Bachelor of Commerce - The University of Melbourne ~ Diploma of Financial Planning - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Frank Kidenya | 2007 | Diploma Financial Markets - Securities Institute of Australia ~ Diploma Financial Planning - Kaplan ~ Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Applied Finance and Investment - Kaplan ~ Master of Applied Finance - Kaplan ~ Master of Applied Finance and Investment - Kaplan |
| Gail Denise Gadd | 2002 | Diploma of Financial Markets - Securities Institute of Australia (now Finsia) |
| Gail Lesley Freeman | 1996 | Bachelor of Arts in Accounting - University of Canberra |
| Gary John Orman | 2004 | Diploma of Financial Services (Financial Planning) - Tribeca |
| Geoffrey Stewart Bush | 1984 | Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending and Geared Investment - Kaplan Professional |
| George Woolford | 2013 | Advanced Diploma of Financial Planning - Monach Institute ~ Diploma of Financial Planning - Monach Institute ~ Ethics and Prefessionalism in Financial Advice - Kaplan ~ Graduate Certificate in Applied Finance - Kaplan |
| Gleb Sheptun | 2023 | Bachelor of Commerce Majoring in Financial Planning and Finance - Deakin University |
| Glenn Eastwood | 2016 | Bachelor of Business - The University of Newcastle ~ Diploma of Financial Planning - International Institute of Technology ~ Graduate Diploma of Financial Planning - Kaplan |
| Glenn Mcinerney | 2009 | Bachelor of Accounting - University of South Australia ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - TAFE ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Grahame Nash | 2001 | Bachelor of Business - NSW Institute of Technology Sydney ~ Chartered Accountant - Institute of Chartered Accountants Sydney ~ Grad Dip Tax Law - Riverina-Murray Institute of Higher Education ~ RG146 - Kaplan |
| Gregory John Welsford | 1994 | Bachelor of Business (Accounting) - Monash University ~ Bachelor of Computing (Information Systems) - Monash University ~ Diploma of Financial Planning - Kaplan Professional |
| Guy Robert Corrigall | 2002 | CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Securities Institute |
| Haydn Baulch | 1997 | Certified Financial Planner - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan |
| Hayirli Yilmaz | 2005 | Bachelor of Economics - Istanbul University ~ Diploma of Financial Services (Financial Planning) - Kaplan Education ~ Master of Finance - Royal Melbourne Institute of Technology ~ Self Managed Superannuation Funds - Kaplan Professional ~ Taxation Planning - Kaplan Professional |
| Hugh Edward Todhunter | 2012 | Bachelor of Business - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy |
| Ingrid Stoker | 2005 | Certified Financial Planner - FPA ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan |
| Jacob Poon | 1999 | Bachelor of Commerce - The Australian National University ~ Certified Public Accountant - CPA ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| James Anthony Mcfall | 2000 | Certified Financial Planner Certification Program - Financial Planning Association ~ Diploma of Financial Planning - Securities Institute ~ Margin Lending (provide advice) - Pinnacle ~ Master of Commerce (Financial Planning) - University of Western Sydney ~ Self Managed Superannuation Fund Certificate - Mentor Education |
| James Christopher Cashman | 2000 | Certificate IV in Financial Services (Finance/Mortgage Broking) - Tribeca ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| James Douglas Bradford | 2009 | Bachelor of Commerce - University of SA ~ Certified Practicing Accountant - CPA Australia ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial advice - Kaplan ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association |
| James Gerrard Sherlock | 2012 | Advanced Diploma of Financial Planning - Pinnacle ~ Diploma of Financial Services (Financial Planning) - Pinnacle ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation funds - Pinnacle |
| James Paul Dykes | 2016 | Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional |
| Jamil Elrifai | 1998 | Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Commerce (Financial Planning) - University Of Western Sydney |
| Jane Maisie Harding | 0 | Graduate Diploma in Business (Financial Planning) - Queensland Universty of Technology |
| Janet Lynne Prescott | 1990 | Diploma of Financial Planning - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan ~ PS146 - Tribeca ~ SMSF Specialist Adviser Course - The Strategist Group |
| Jarrod Lee Ferrier | 2023 | Bachelor of Accounting - La Trobe University ~ Bachelor of Finance - La Trobe University ~ Certificate lll in Financial Services - CBA ~ Diploma of Financial Planning - Mentor ~ Graduate Diploma of Financial Planning - Kaplan |
| Jason Giordmaina | 2003 | Advanced Diploma of Financial Services (Financial Planning) - The Institute ~ Diploma of Financial Service (Financial Planning) - AMP Financial Services ~ Margin Lending and Geared Investments - Kaplan |
| Jason Hazari | 2005 | Bachelor of Finance - La Trobe University ~ Diploma of Financial Planning - FPA ~ Diploma of Financial Services (Financial Planning) - Pinnacle ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Jason Paul Lukjanenko | 2005 | Bachelor of Business - University of Technology Sydney ~ Cavendish & ICFS Specialist SMSF Course - University of Adelaide ~ Certificate IV in Financial Services (Mortgage Broking) - Intellitrain Pty Ltd ~ Diploma of Financial Services (Financial Planning) - AMP ~ Tier 1 Margin Lending - Personal Advice - Kaplan |
| Jean-paul Seear | 1997 | Diploma of Insurance Broking - ANZIIF ~ Graduate Diploma of Financial Planning - Kaplan ~ Introduction to Self Managed Superannuation Funds - Kaplan |
| Jed Hunter Atkinson | 2017 | Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
| Jemma Elizabeth Dingle | 2018 | Advanced Diploma of Finacial Planning - Monarch Institute ~ Bachelor of Business - Edith Cowan University ~ Diploma of Financial Planning - Monarch Institute ~ Master of Taxation - Curtin University |
| Jennifer Lynette Sligar | 2018 | Diploma of Financial Planning - Mentor Education ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Jenny Kam | 2002 | Bachelor of Arts - National University of Singapore ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - Intellitrain Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Securities Institute |
| Jillian Maynard | 2013 | Bachelor of Financial Planning - Central Queensland University ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - Kaplan Professional |
| John Alexander Kelly | 1999 | Advanced Diploma of Financial Services(Financial Planning) - Tribeca ~ Diploma of Financial Services(Financial Planning) - Tribeca ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ SMSF Specialist Adviser - Self Managed Super Fund Association |
| John Desmond Atkinson | 1980 | Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA |
| John Michael Hehir | 1981 | Diploma of Financial Planning - Integratec ~ Margin Lending & Geared Investments Certificate - Kaplan |
| John Panayis | 1999 | Advanced Diploma in Financial Planning - Deacon University ~ B. Mathematics & Finance - University of Technology Sydney ~ CA Financial Planning Specialist - ICAA ~ Graduate Diploma of Chartered Accounting - ICAA ~ Self Managed Superannuation Fund Auditor - ASIC |
| John Phillip Di-candilo | 1990 | Accounting Certificate Course - Gosford Tafe ~ Diploma of Financial Planning - Deacon University Victoris |
| John Rio | 2000 | Diploma of Financial Planning - Deakin University |
| Jonathon Kyle Demartini | 2018 | Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - Mentor |
| Joseph Bylhouwer | 2004 | Bachelor of Ecconomics - University of Sydney ~ Graduate Diploma in Applied Finance and Investments - Securities Institute ~ Margin Lending - Pinnacle Financial Services Academy |
| Julie Logan | 1989 | Bachelor of Commerce (Accountancy/Management) - Wollongong University ~ Diploma of Financial Planning - Financial Planning Association ~ Diploma of Financial Planning - Kaplan Professional ~ Provide Advice in Margin Lending - Kaplan Professional |
| Julien Kanagaratnam | 1999 | Diploma of Financial Planning - Financial Planning Assocition |
| Justin Troy Venning | 2001 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional |
| Katheryn Simpson | 2000 | Bachelor of Commerce - The University of Newcastle ~ Certified Practising Accountant - CPA ~ Diploma of Financial Planning - International Institute of Technology ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Katriel Moshe Warlow-shill | 2004 | Degree of Bachelor of Commerce (Accounting) - University of the Witwatersrand, Johannesburg South Africa ~ Degree of Honours Bachelor of Accounting Science - University of South Africa ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending - Kaplan ~ Self Managed Super Funds - Kaplan |
| Kellie Joanne Tesolin | 2006 | Ethics and Professionalism in Financial Advice - Kaplan ~ Fellow Chartered Financial Practitioner (FChFP) - AFA ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan |
| Kerry Ang | 2012 | Bachelor of Business - Monash University ~ Graduate Diploma of Financial Planning - Financial Institute of Australasia |
| Kim Michelle Murray | 2003 | Advance Diploma of Financial Services (Financial Planning) - FPA ~ CFP Certification Program - FPA |
| Kristelle Amber Robinson | 2016 | Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan ~ Self Managed Super Funds - Kaplan |
| Kristin Louise Main | 2012 | Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology |
| Kristopher Meuwissen | 2012 | Diploma Financial Planning - Traineeship Management Australia ~ Graduate Diploma of Strategic Leadership - Skills Recognition International ~ Self Managed Superannuation Fund - Mentor Education |
| Kristy Morrison | 2003 | Certified Financial Planner - Financial Planning Association Australia ~ Diploma of Financial Planning - Financial Planning Association Australia ~ Graduate Diploma of Financial Planning - Kaplan |
| Larry Anthony Piscioneri | 2014 | Bachelor of Commerce - University of South Australia ~ Diploma of Financial Planning - Kaplan Professional |
| Laura Fernanda Cano | 2018 | Graduate Diploma Financial Planning - Kaplan |
| Laurence Roy Smith | 2011 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Certified Financial Planner - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business - Qld University of Technology ~ Super Concepts & ICFS Specialist SMSF online course - The University of Adelaide |
| Lee Alan Walker | 2010 | Bachelor of Science with Second Class Honours (First Division) in Accounting and Finance - University of Bristol ~ Diploma of Financial Services (Financial Planning) - IIT ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Lei Mark Zhang | 2018 | Diploma of Financial Planning - Kaplan Professional ~ Master of Practicing Accounting - Monash University |
| Leon Staropoli | 2022 | Graduate Diploma of Financial Planning - Kaplan Professional ~ SMSF Regulations and Taxation - Kaplan |
| Lih Jen Khoo | 2002 | Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce in Accounting - The University of New South Wales ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Fund - Mentor Education |
| Linda Joy Parkinson | 2007 | AMP - Certificate IV in Finance and Mortgage Broking - For Financial Planners - Kaplan Professional ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Lindon Turnbull | 2007 | Bachelor of Arts (Economics) - London Guildhall ~ Diploma of Financial Services (Financial Planning) - Tribeca |
| Lionel Shayne Wootton-mcdonald | 1988 | Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA |
| Lucille Margaret Harrison | 2014 | Diploma of Financial Planning - Monarch Institute ~ Master of Professional Accounting - Deakin University |
| Luke Allan Furner | 2013 | Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Economics & Commerce - Australian National University ~ Derivatives - Knowledge & Skills - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Lyndon Holland | 1993 | Advanced Diploma of Financial Services (Financial Planning - Tribeca ~ Diploma of Financial Services (Finance/Mortgage Broking Management/Insurance Broking - Adcom Training Solutions |
| Lynelle Patricia Bower | 2006 | Advanced Diploma of Financial Planning - Tribeca |
| Lynton Burgemeister | 1982 | Advanced Diploma of Financial Planning - Mentor ~ Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Intellitrain Pty Ltd ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Intellitrain Pty Ltd |
| Maciej Stanek | 2006 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce with Second Class Honours Divison B Major in Finance - Australian National University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Malcolm Smith | 2005 | Bachelor of Commerce majoring in Accounting and Financial Planning - Deakin University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Marcus Samuel Douglas Hadfield | 2008 | Advanced Diploma of Financial Planning - ThreeSixty ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Marie Chelnokova | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner - Financial Planning Association |
| Mark Adrian Hegney | 2012 | Advanced Diploma of Financial Services(Financial Planning) - Kaplan ~ Diploma of Financial Services(Financial Planning) - Finsia ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan |
| Mark Butters | 1996 | Fellow Chartered Financial Practitioner (FChFP) - Mentor Education ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Mentor Education |
| Mark Campbell Opie | 2006 | Bachelor of Business Banking and Finance - University of South Australia ~ Graduate Diploma of Financial Planning - FINSIA |
| Mark Henderson | 2016 | Bachelor of Science in Commerce - DePaul University ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Applied Finance Attained major in Investment Management - Kaplan |
| Mark Van Der Ross | 2000 | Diploma of Financial Planning - Financial Planning Association |
| Martin Jan Wajda | 2010 | Advanced Diploma of Financial Services(Financial Planning) - International Institute of Technology ~ Bachelor of Business - Griffith University ~ Diploma of Financial Services (Financial Planning) - Mentor Education Group ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Mentor Education Group |
| Martinus Billy Hanafi | 2007 | Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Mary Louise Favelle | 1998 | Bachelor of Commerce in Accounting - University of Canberra ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Master of Financial Planning - RMIT ~ Self Managed Superannuation Funds - Kaplan |
| Matthew Tadros | 2010 | Advanced Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Services (Financial Planning) - Traineeship Management Australia Pty Ltd |
| Meryl Anne Paull | 2009 | Diploma of Financial Services (Financial Planning) - Provided by RG 146 Training Australia/Mentor Education |
| Michael Gershkov | 1992 | Advanced Diploma of Financial Services (Financial Planning) - Securities Institute of Insurance & Finance ~ Bachelor of Economics - Monash University ~ Diploma of Financial Planning - Securities Institute of Australia ~ Graduate Diploma of Applied Finance & Investment - Securities Institute of Australia ~ Graduate Diploma of Financial Planning - Securities Institute |
| Michael John Stratton | 2003 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Specialist SMSF Course - University of Adelaide |
| Michael Kipling Mazalevskis | 1991 | Certified Financial Planning - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional |
| Michael Sauer | 2017 | Bachelor of Business (Accounting, Banking and Finance) - Monash University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Milad Rezaei | 2014 | Bachelor of Applied Finance - University of South Australia ~ Self Managed Super Funds - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan |
| Muhammad Imran Amjad | 2008 | Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Arts - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - Kaplan |
| Nady Kerbage | 2013 | Diploma of Financial Planning - Mentor ~ Master of Commerce - UNSW |
| Natalino Lidestri | 2010 | Bachelor of Business (Accounting) - Victoria University ~ Bachelor of Business (Financial Planning) - RMIT ~ Bachelor of Business - La Trobe University ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Natasha Palmer | 2014 | Bachelor of Finance - University of Newcastle Australia ~ CPA Program - CPA Australia ~ Diploma of Financial Planning - International Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Nathisha Paramasivam | 2013 | Bachelor of Commerce - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Nicholas Zaras | 2002 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Master of Financial Planning - Kaplan Professional |
| Nick Stathopoulos | 2001 | Bachelor of Business (Marketing) - Monash University ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Nicky James Logan | 2018 | Bachelor of Commerce (Financial Planning) - University of Wollongong |
| Nigel Adam Johnston | 2003 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional |
| Nishant Puri | 2015 | Bachelor of Commerce (Banking and Finance) - Curtin University of Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ SMSF Specialist Advisor Course - NowInfinity |
| Nobuko Forrest | 2006 | Certificate in Financial Markets - Financial Services Institute of Australia ~ Graduate Diploma in Financial Planning - Financial Services Institute of Australia ~ Master of Commerce, Professional Accounting - Macquarie University |
| Onur Serbest | 2016 | Bachelor of Commerce (Financial Planning) - Deakin University ~ Certified Financial Adviser (CFP) - Financial Planning Association of Australia (FPA) |
| Owen Griffiths | 2009 | Advanced Diploma of Financial Planning - Pinnacle ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Financial Planning - Kaplan |
| Panu Kuhne | 2014 | Bachelor of Commerce - Deakin University |
| Paolo Scaturchio | 2003 | Bachelor of Business (Financial Planning) - RMIT University ~ Self Managed Superannuation Funds - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan |
| Paschal Alexander Leahy | 2001 | Diploma Financial Services - Mentor ~ FoFA - Gearing and Margin Lending - Macquarie |
| Paul William Andrew Marshall | 2003 | Bachelor of Business (Accounting) - Charles Sturt University |
| Peter John Donovan | 2006 | Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Commerce - Griffith University ~ Diploma of Financial Planning - Deakin University |
| Peter John Gialouris | 2001 | Bachelor of Economics - University of Sydney ~ Certificate of Super Management - Macquarie University ~ Diploma in Corporate Management - NSW University ~ Master of Business Law - University of Sydney ~ Registered Tax (Financial) Adviser - Tax Practitioners Board |
| Peter John Hehir | 2017 | Diploma of Financial Planning - Integrity Education Group ~ MA1769 Ethics for Financial Services (Intensive) - Deakin Business School |
| Peter Robert Banicevic | 2008 | Bachelor of Commerce In Accounting & Finance - University of NSW (UNSW) ~ Graduate Diploma Financial Planning - Kaplan Professional ~ LPAC ASX Listed Products Accreditation - LPAC ~ Margin Lending and Geared Investment - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Petros Eliadis | 1995 | Diploma of Financial Planning - RMIT University School of Economics and Finance |
| Philip Connor-stead | 2004 | Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group ~ Margin Lending - Pinnacle ~ Self Managed Superannuation Funds - Kaplan |
| Phillip Passaris | 2014 | Bachelor of Commerce - Griffith University ~ Certified Financial Planner - Financial Advice Association of Australia (FAAA) ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Masters of Applied Finance (Major in Corporate Finance/Advisory) - Kaplan |
| Prashant Solaiappan Nagarajan | 2011 | Advanced Diploma Of Financial Planning - Mentor ~ Bachelors of Engineering - Anna University / Sri Venkateswara College of Engineering ~ Diploma of Financial Services (Financial Planning) - Mentor ~ Diploma of Financial Services (Financial Planning) - RG 146 Training Australia ~ Graduate Diploma of Management - CQ University ~ Graduate Diploma of Management - Central Queensland University ~ Master of International Business - Griffith University ~ Masters of International Business - Griffith University ~ SMSF - Kaplan |
| Qasim Syed | 1999 | Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Arts (Economics) - University of Kentucky ~ Diploma of Financial Services (Financial Planning) - Mentor Eduacation ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Rakesh Kumar | 2007 | Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Industry Standard Education - RG146 specialist knowledge - Kaplan Professional |
| Rebecca Joy Teeuwsen | 2022 | Graduate Diploma of Financial Planning - Kaplan |
| Richard Bruce Cameron | 2013 | Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Economics - University of New England ~ Diploma of Financial Planning - Monarch Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate Financial Planning - Charles Sturt University |
| Richard Kerkmez | 1986 | Diploma of Financial Advising - Securities Institute of Australia ~ Equivalent to Advanced Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Richard Yap | 1995 | Bachelor of Arts in Accountancy - Whyalla, South Australian Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Robert Geoffrey Morris | 1994 | Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Robert James Laurie | 2012 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business Major in Computer Software Development - University of Southern Queensland ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Financial Planning - Kaplan |
| Robert James Ross | 2005 | Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association ~ Graduate Certificate Of Financial Planning - Deakin University/ Financial Planning Association ~ Master of Financial Planning - Deakin University/ Financial Planning Association ~ SMSF Specialist Advisor (SSA) - SMSF Association |
| Robert Jeselnik | 2010 | Bachelor of Business (Financial Planning) - RMIT |
| Robert Kiddell | 1989 | Bachelor of Law - Monash University ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Deakin University ~ Jurisprudence - Monash University |
| Robert P DE Martini | 1985 | Margin Lending and Geared Investments - Kaplan ~ Policy Statement 146 Knowledge Assessment - University of Technology ~ Superannuation and Retirement Planning - University of Technology |
| Robert Rich | 2016 | ADFP - Monarch Institute ~ Bachelor of Business (ACC & MKG) - Swinburne University ~ Certified Financial Planner - FPA ~ DFP - Monarch Institute |
| Rodney Arthur Gardiner | 2001 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Applied Science - University of Tasmania ~ Diploma of Teaching - University of Tasmania ~ Self Manged Superannuation Funds - Kaplan |
| Rodney Lumsden | 2004 | ASX Listed Products Accreditation Course - FPA ~ Bachelor of Commerce - University Of Wollongong ~ Cavendish & ICFS Specialist SMSF Course - University of Adelaide ~ Graduate Diploma Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan |
| Rodney Nelson Cox | 1989 | 921 Managed Investments & Skills - Kaplan ~ Diploma in Financial Services - Northern Group Training Ltd ~ Policy Statement 146 Knowledge Assessment - Integratec |
| Roger Wheelahan | 2001 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Securities Institute |
| Rokibul Islam | 2009 | Bachelor Of Business (Accounting) - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - Australian Institute of Financial Services & Accounting (AIFA) ~ Self Managed Superannuation Funds - Kaplan Professional |
| Rolando Chou | 2010 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Economics and Finance) - RMIT University ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy |
| Roman Zemlinsky | 2012 | Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business (Banking and Finance) - Monash University ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Margin Lending - Financial Education Professionals Pty Ltd ~ SMSF - Financial Education Professionals Pty Ltd |
| Rose Scalley | 1994 | Associate of Institute of Actuaries Australia - Actuaries Institute ~ Bachelor of Arts - Macquarie University ~ Certificate in Finance & Investment - Actuaries Institute ~ Certified Financial Planner - FPA |
| Rowena Therese Smith | 0 | Bachelor of Business (Financial Planning) with Distinction - Royal Melbourne Institute of Technology |
| Ryan Braund | 2017 | Bachelor of Accounting - La Trobe University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Ryan Carl Walker | 2009 | Bachelor of Commerce - University of Wollongong ~ Certified Financial Planning - Financial Planning Association of Australia ~ Master of Applied Finance - Charles Sturt University |
| Sahil Dogra | 2012 | Diploma of Financial Services (Financial Planning) - Kaplan ~ Master of Business Administration / Master of Commerce - Deakin University ~ RG146 Foundations & Investments - Monarch Institute |
| Sally Jane Curtis | 2005 | Advanced Diploma of Financial Services (Financial Planning) - Finsia ~ Certified Financial Planning - FPA ~ Diploma of Financial Services (Financial Planning) - Securities Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Services - University of New England |
| Sam Alan Woodhouse | 2013 | Bachelor of Commerce (Financial Planning) - Deakin University ~ Certificate IV in Finance and Mortgage Broking - International Institute of Technology ~ Self Managed Superannuation Funds - Kaplan Professional |
| Samantha Kate Greene | 2016 | Bachelor of Accounting - La Trobe University ~ Bachelor of Finance - La Trobe University ~ Certified Financial Planner - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Samuel Hoffmann Kunrath | 2012 | Chartered Alternative Investment Analyst (CAIA) - Chartered Alternative Investment Analyst Association ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Commerce-major in International Finance - University of New South Wales |
| Sandra Hannah Miller | 2006 | Bachelor of Commerce - Monash University ~ Diploma of Financial Services (Financial Planning) - FSTA |
| Sangram Rana | 2017 | Diploma Financial Planning FNS50615 - Monarch Institute ~ Master of Business - Monash University ~ Master of Professional Accounting - Melbourne Institute of Technology ~ Self Managed Superannuation funds assets - Monarch Institute |
| Sanjay Silvester D'souza | 2012 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Finance & Mortgage Broking Management - Holmesglen Institute ~ Diploma of Financial Planning - Holmesglen Institute ~ Margin Lending - Kaplan Professional ~ Master of Financial Planning - Deakin University |
| Sanjeev Sharma | 2012 | Certificate IV in Finance and Mortgage Broking - National Finance Institute ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Graduate Diploma in Business Studies with a major in Personal Risk Management - Massey University |
| Sara Ann Millard | 1993 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan |
| Scott Hernadi | 2009 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business Double Major in Finance and Economics - Edith Cowan University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional |
| Shane Chapman | 1997 | Bachelor of Social Science - University of New South Wales ~ Diploma of Financial Planning - Deakin University |
| Shane John Harris | 2018 | Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Business (Financial Planning) with Distinction - RMIT ~ Master of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Kaplan ~ TASA and the TPB Code of Professional Conduct - Kaplan |
| Shane Phillip Dwyer | 2012 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (FInancial Planning) - Australian and New Zealand Institute of Insurance and Finance ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Sharon Diane Kennedy | 2009 | Advance Diploma of Financial Services (Financial Planning) - Kaplan Education ~ Diploma of Financial Services (Financial Planning) - TRIBECA ~ Ethics & Professionalism in Financial Advice \ - Kaplan Education ~ Master of Financial Planning - Kaplan Education ~ SMSF Accreditation - Kaplan Education |
| Sharon Mcconnell | 2007 | Diploma of Financial Markets - Financial Services Institute of Australia ~ Diploma of Financial Services - Menor Education |
| Shaun O'keefe | 2014 | Diploma of Financial Services (Financial Planning) - Kaplan ~ Tax (Financial) Adviser - Tax Practitioners Board |
| Sheshan Wickramage | 2018 | Bachelor of Commerce (Financial Planning) - Deakin University ~ Diploma of Financial Planning - Monarch Institute ~ Foundations Of Financial Planning - Kaplan Professional |
| Shireen Rosemarie Diez | 2008 | Bachelor of Commerce - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Simon Philip Tenner | 2010 | Diploma of Financial Services (Financial Planning) - Mentor Education Group |
| Stephen George Nikolovski | 2018 | Bachelor of Commerce (Accountancy and Finance) - University of Wollongong ~ Client Engagement Skills - Kaplan ~ Diploma Financial Planning FNS50615 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Chartered Accounting - Institute of Chartered Accountants in Australia |
| Stephen James | 1999 | Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning - FPA ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - Knowledge & Skills - Kaplan Professional |
| Stephen James Bartholomew | 1999 | Bachelor of Arts - Griffith University ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending and Geared Investments - Kaplan ~ Master of Business Administration - University of Queensland ~ Self Managed Superannuation Funds - Kaplan |
| Stephen Walker | 1993 | Bachelor of Commerce - University of Melbourne ~ Graduate Diploma in Applied Finance and Investment - Securities Institute Education ~ Master of Accountancy - Charles Sturt University |
| Steven James Ellis | 2018 | Bachelor of Business - Victoria University ~ Certified Practising Accountant (CPA) - CPA Australia ~ Diploma of Financial Planning - Monarch Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Steven Wong | 2016 | Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce (Accounting) - The University of Western Sydney ~ Diploma Of Financial Services (Financial Planning) - Finsia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Super Funds - Kaplan |
| Stillianos Michael Konstantinou | 1999 | CND74 Associate Diploma of Business (Management) - Yeronga College of Technical and Further Education ~ Diploma of Financial Planning - FPA ~ Fellow Chartered Financial Practitioner - AFA ~ Master of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Suganesh Kumar Kumanan | 2017 | Bachelor of Commerce (Majoring in Finance, Accounting and Financial Planning) - Deakin University |
| Sumeet Wadhwa | 2008 | Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Master of Practising Accounting - Monash University |
| Susan Wong | 2008 | Certified Financial Planner & LRS - FPA Austrlaia |
| Tamsin Jane Wood | 2014 | Advanced Diploma in Financial Planning - Kaplan ~ Bachelor of Commerce - University of Queensland ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending Accreditation Program - Deakin Prime |
| Tanya Smallcombe | 2009 | Bachelor of Business (Accounting) - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Terrence George Vogiatzis | 2016 | Bachelor of Commerce - Macquarie University ~ CERTIFIED FINANCIAL PLANNER - FPA ~ Diploma of Financial Planning - Kaplan ~ SMSF Core Course - DBA Network Pty Ltd ~ Securities and Managed Investments - Kaplan |
| Terrence John Chudleigh | 2000 | Advanced Diploma of Financial Services (Financial Planning) - Integratec ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Margin Lending and Geared Investments - Kaplan Professional |
| Therese Marie Raso | 2017 | Bachelor of Business Accounting - University of Western Sydney (Nepean) ~ Diploma of Financial Planning - Mentor Education ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ SMSF Adviser (Personal Advice) - Mentor Education |
| Thiago Borrelli DE Assis Andrade | 0 | Graduate Diploma of Financial Planning - Kaplan |
| Thomas Hancock | 2012 | Certificate IV in Finance & Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Timothy Malcolm Cotton | 2011 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor Of Commerce - The University of NSW ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Timothy Paul Munro | 2001 | Bachelor of Business (Accountancy) - Queensland University of Technology ~ Margin Lending and Geared Investments - Kaplan Professional |
| Tristen Graham Cosgrove | 1996 | Bachelor of Commerce - The University of Newcastle ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Financial Essentials |
| Troy Bartlett | 2014 | Advanced Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Vadim Valev | 1997 | Cavendish & ICFS Specialist SMSF Course - Cavendish/ICFS (Adelaide Uni) ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan ~ Taxation Planning - Tribeca |
| Van Trinh | 2013 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - International Institute of Technology ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Finance - RMIT University ~ Self Manged Superannuation Funds - Kaplan Professional |
| Vernon Anthony Bocarro | 1996 | Bachelor of Science - University of Mumbai (India) ~ Diploma of Financial Planning - Deakin University ~ Margin Lending & Geared Investment - Kaplan ~ Self Managed Super Funds - Kaplan |
| Vikram Singh | 2011 | Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - University of Delhi ~ Diploma of Financial Services (Financial Planning) - Australian Institute of Financial Services & Accounting ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education |
| Vinoshanth Waran | 2011 | Bachelor of Economics (Banking & Finance) - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan |
| Warwick James Bragg | 2006 | Bachelor of Business (Accounting and Commercial Computing) - Griffith University ~ CPA Program - CPA Australia ~ Graduate Diploma of Financial Planning - FINSIA ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| William Pugh | 2003 | Bachelor of Business - University of Technology-Sydney ~ Diploma of Superannuation Management - ASFA (in conjunction with Macquarie University ~ Graduate Certificate in Financial Planning - FINSIA ~ ICAA Professional Year - Chartered Accountants Australia & New Zealand ~ Skills Assessment/Diploma of Financial Planning (DFP8) - FPA |
| William Tomac | 2000 | Bachelor of Arts (Majors Economics & Law) - Sydney University ~ Diploma of Financial Planning - Deakin University |
| Wilson Kim Ling Wong | 2002 | Wealth Accountants Introductory Course - Count Wealth Accountants |
| Wing Ling Lau | 2005 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Commerce (Finance) - University of Wollongong ~ Diploma of Financial Services (Financial Planning) - AMP Limited ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Banking - University of Wollongong |
| YI Ping Wang | 2017 | Diploma of Financial Planning - Holmesglen Institute ~ Marging Lending - Western Sydney University ~ Master of Finance - University of Tasmania ~ Master of Professional Accounting (Business Management) - University of Tasmania |
| Yihua LU | 2004 | Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ SMSF Regulations and Taxation - Kaplan |
| Yin Chin Choo | 2011 | Bachelor of Business (Accounting) - Monash University ~ Bachelor of Computing - Monash University ~ Certificate IV in Finance and Mortgage Broking - The National Finance Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional |
| Yiren WU | 2018 | Diploma of Financial Planning - International Institute of Technology |
| Yong Sing Tan | 2013 | Bachelor of Economics (Double Major in Economics & Finance) - University of NSW ~ Graduate Certificate in Commerce (Financial Planning) - University of Western Sydney ~ Master Of Professional Accounting - University of Western Sydney |
| Yue Huang | 2018 | Diploma of Financial Planning - CPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ Master of Accounting - University of Melbourne |
| Zachary Dylan Coleman | 2021 | Bachelor of Business (Finance, Management) - Southern Cross University ~ Master of Financial Planning - Griffith University |