Lifespan Financial Planning Pty ltd

AFS License Number
229892
Name
Lifespan Financial Planning Pty ltd
ABN/ACN/ARBN
23065921735
Licensee issued
July 17, 2003
Address
Sydney, 2000, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
derivatives 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.

Location

Advisers

Name First provided advice Qualification and trainings
 Abraham Melchizedek Paul Mohring 2008 2008 - Bachelor of Business (Financial Planning) with Distinction - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
 Adam Neal Mondy 2009 2010 - Advanced Diploma of Financial Services - - Pinnacle ~ 2010 - Diploma of Financial Services (Financial Planning) - - UNE ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking) - - Intellitgrain ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
 Adrienne Rush 2008 1999 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Monash University ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Afaque Ahmad Memon 2007 1996 - Graduate Diploma of Accounting - - Deakin University, Melbourne ~ 2006 - Diploma of Financial Services - - Dover Financial Training Pty Ltd Melbounre
 Alan James Mctighe 2012 2002 - Certificate IV in Financial Planning - - Integratec
 Alan Poric 2018 2014 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Victoria University ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Alex Braun 1983 1989 - Personal and Business Insurance Sales Skills - Other - Australian Lifewriters Association ~ 1990 - Disability Income Sales Skills - Other - Australian Lifewriters Association ~ 2002 - Diploma of Financial Services(Distribution) - Diploma (AQF 5) - Deakin Financial Services Pty Ltd
 Alex Scarfone 1997 1994 - Associate Diploma in Business - Diploma (AQF 5) - TAFE NSW ~ 2001 - Certified Financial Planner - Professional Designations - Financial Planning Association (FPA) ~ 2001 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association (FPA) ~ 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Commonwealth Bank ~ 2007 - Firstchoice Margin Lending Assessment - Certificate (AQF 1-4) - Colonial First State
 Alexander Laureti 2018 2009 - Personal Financial Planning and Superannuation: (CPA110): CPA Program Tier 1 - - CPA ~ 2016 - Diploma of Financial Planning - - CPA Australia
 Alexandros Cokalis 2002 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan ~ 2009 - Diploma of Financial Services - Diploma (AQF 5) - Kaplan ~ 2013 - ICFS Specialist SMSF Course - Certificate (AQF 1-4) - Adelaide University ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Alexis Joanne Kavaliotis 0 2022 - Bachelor of Commerce - Financial Planning Major - Bachelor Degree (AQF 7) - Deakin University
 Alexis Vimarshana Tarindra Abeyasinghe 2016 2011 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2016 - Diploma of Financial Planning - - Pinnacle ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
 Alfredo Rossi 2015 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group ~ 2015 - Tier 1 Margin Lending - Personal Advice - Certificate (AQF 1-4) - Kaplan ~ 2016 - Self Managed Superannuation Fund Adviser(Personal Advice) - Certificate (AQF 1-4) - Mentor Education
 Alia Marie Ashe 2018 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Australis College ~ 2018 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Swinburne University ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - SMSF Regulations and Taxation - Professional Designations - Kaplan ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
 Alison Thomas 2010 2009 - Bachelor of Business - - Charles Sturt University ~ 2010 - Diploma of Financial Services - - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional
 Andre Dimatteo 2016 2011 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Adelaide ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - SuperConcepts & ICFS Specialist SMSF Course - Other - Super Concepts
 Andrew Bell 2003 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP ~ 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP ~ 2011 - Certified Financial Planner - Other - FPA ~ 2012 - Margin Lending and Geared Investments - Other - Kaplan ~ 2019 - Ethics and Professionlism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Andrew Bonnici 2001 2002 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Monash University
 Andrew Steindl 2014 2006 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffiths University ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
 Andrew Sue 2004 1981 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of New South Wales ~ 1983 - Master of Commerce - Masters Degree (AQF 9) - The University of New South Wales ~ 1995 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 1996 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Andrew Thomas Draper 2005 1981 - Bachelor of Financial Administration - - University of New England ~ 1982 - Diploma in Financial Management - - University of New England
 Angelo Anthony Baronessa 2018 2010 - Diploma of Financial Services - Diploma (AQF 5) - RMIT University ~ 2013 - Bachelor of Economics - Bachelor Degree (AQF 7) - La Trobe University ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2023 - SMSF Regulations and Taxation - Other - Kaplan
 Angus Taylor 2014 2011 - Bachelor of Business Management - Bachelor Degree (AQF 7) - University of Queensland ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Anita Michele Muecke 1993 1989 - Bachelor of Arts - Bachelor Degree (AQF 7) - University of Queensland ~ 2015 - Fellow Chartered Financial Paractitioner (FChFP) - Professional Designations - Mentor Education Group ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology
 Annette Pulbrook 2013 1994 - Bachelor of Commerce - - University of Newcastle ~ 2013 - Advanced Diploma Financial Services - - International Institute of Technology ~ 2013 - Professional Certificate SMSF - - University of Adelaide ~ 2013 - SMSF Specialist Adviser - - SMSF Association
 Anthony Sloan 2012 2000 - Bachelor of Commerce - - The Australian National University ~ 2000 - Bachelor of Commerce/Engineering (Honours) - Bachelor Degree (AQF 7) - The Australian National University ~ 2000 - Bachelor of Engineering - - The Australian National University ~ 2010 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2013 - Advanced Self Managed Superannuation Funds Workshop - - Kaplan ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Antony Gordon Wray 1992 1988 - Bachelor of Business - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
 Arkadiusz Bryl 2013 2016 - Diploma of Fianncial Planning - - Integrity Education
 Arthur Christopher Kyriacou 2000 2000 - Diploma of Financial Planning - - Deakin Uni - Dip of Fin Planning ~ 2007 - SMSF Specialist Pathway Program - Other - Tribeca ~ 2009 - ASX Securities - - Kaplan ~ 2011 - Margin Lending - - Kaplan
 Arunava Chaudhuri 2016 2011 - Master of Professional Accounting - Masters Degree (AQF 9) - Central Queensland University ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2018 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Ashleigh Ton 2011 2006 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
 Ashley Davison 2000 2004 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Deakin University ~ 2011 - Margin Lending & Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
 Beena Philip Mathew 2003 2004 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca Learning ~ 2004 - Diploma of Financial Services (Financial Planning) - - Financial Planning Association of Australia ~ 2008 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2012 - Certified Financial Planner - - Financial Planning Association of Australia
 Benjamin Crowe 2003 2004 - Bachelor of Business (Financial Planning) with Distinction - Bachelor Degree (AQF 7) - RMIT ~ 2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan ~ 2014 - Self Managed Super Funds - Certificate (AQF 1-4) - Kaplan
 Benjamin Luke Mclennan 2008 1998 - Bachelor of Business - Bachelor Degree (AQF 7) - Monash University ~ 2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan ~ 2010 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Brendan Michael Cosgriff 1995 1980 - Bachelor of Business - - La Trobe University
 Brendan Peach 2015 2013 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Bruno Anthony Dimasi 2001 2000 - Bachelor of Business - Bachelor Degree (AQF 7) - La Trobe University ~ 2007 - Advance Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan ~ 2014 - Self Managed Super Funds - Professional Designations - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Catherine Irwin 2016 2017 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of the Sunshine Coast ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Charith Francis Rodrigo 2017 2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffiths University ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2018 - Self Managed Super Funds - Certificate (AQF 1-4) - Mentor Education ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
 Chloe Pinghua Huang 2018 2006 - Bachelor of Applied Finance - - Macquarie University ~ 2015 - SMSF Specialist Course - - UNSW ~ 2018 - Diploma of Financial Planning - - Kaplan
 Cho Kei Kwong 2005 1998 - Master of Finance - Masters Degree (AQF 9) - Royal Melbourne Institute of Technology ~ 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FPA ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2007 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
 Chris Peter Markopoulos 2007 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle ~ 2017 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Christopher Lau 2014 2007 - Bachelor of Commerce (Qualification) - - University of the Witwatersrand, Johannesburg ~ 2009 - Diploma of Financial Services (Financial Planning) - - Australian Institute of Financial Services and Accounting AIFA ~ 2013 - Diploma of Financial Planning - - Pinnacle Financial Services Academy Pty Ltd ~ 2014 - Diploma of Finance and Mortgage Broking Management - - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - - Integrity Education Group
 Claire Elizabeth Russell 1999 1992 - Bachelor of Commerce (in Marketing) - Bachelor Degree (AQF 7) - The University of New South Wales ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor
 Claudia Chau Leung 2002 2002 - Count Wealth Accountants Introductory Training Course - - Count Wealth Accountants
 Craig Alan William Bunce 2003 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Graduate Certificate in Financial Services - - University of New England ~ 2020 - Margin Lending - Certificate (AQF 1-4) - Mentor Education
 Craig Letch 2006 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
 Dae Sik Jung 2005 1998 - Bachelor of Economics - Bachelor Degree (AQF 7) - Dongguk University ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2014 - Advanced Self Managed Super Funds Program - Certificate (AQF 1-4) - Kaplan
 Dale Robinson 1997 2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 2009 - Certified Financial Planner - Graduate Certificate (AQF 8) - Financial Planning Association of Australia ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan ~ 2010 - Self Managed Superannuation Funds - Other - Kaplan
 Damien Patrick Ferguson 1986 1992 - Diploma of Financial Planning - - Deakin University ~ 2000 - Certified Financial Planner - - Deakin University ~ 2004 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2007 - ASX Listed Products Accreditation Course - - Savings Factory
 Dan Gia Luu 2003 2000 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - RMIT ~ 2000 - Diploma of Financial Planning - Diploma (AQF 5) - FPA ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Daniel Antonio Albanes Valenzuela 2017 2010 - Diploma Financial Services - Diploma (AQF 5) - Victoria University ~ 2012 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Victoria University ~ 2018 - Self Managed Super Fund - Certificate (AQF 1-4) - Kaplan ~ 2019 - Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan ~ 2021 - Graduate Diploma of Financial planning - Graduate Diploma (AQF 8) - Kaplan
 Daniel Gillian Sobraty 2000 1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2001 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2002 - Certified Financial Planning - Professional Designations - Financial Planning Association ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy
 Daniel Lawrence Twentyman 2014 1999 - Bachelor of Business (Applied Economics) - Bachelor Degree (AQF 7) - Victoria University of Technology ~ 2013 - DPML Margin Lending - Certificate (AQF 1-4) - Pinnacle Financial Services Academy ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2022 - Graduate Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2024 - SMSF Regulations and Taxation - Other - Kaplan
 Daniel Michael Parker 2010 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology
 Daniel Michael Samuel Herft 2018 2011 - Diploma of Management - Diploma (AQF 5) - Melbourne Institute of Business and Technology Pty Ltd ~ 2016 - Bachelor of Management (Majoring in Human Resource Management and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
 Daniel Thompson 2010 2009 - Bachelor of Economics and Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Western Australia ~ 2011 - Diploma of Financial Services ( Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2016 - Master of Applied Finance (Financial Planning) - Masters Degree (AQF 9) - Charles Sturt University ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Danielle Farrell 2016 2011 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology (QUT) ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2017 - Self Managed Superannuation Funds - Other - Kaplan ~ 2020 - Margin Lending - Other - Kaplan
 Darcy O'rourke 2016 2016 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2017 - Tax for Financial Advising - Certificate (AQF 1-4) - Kaplan Professional
 Darion William Pohl 2019 1994 - Bachelor of Commerce - - University of Melbourne ~ 2002 - Graduate Diploma in Applied Finance and Investment - - Securities Institute ~ 2018 - Diploma of Financial Planning - - Mentor Education ~ 2019 - Self Managed Superannuation Fund - - Mentor Education
 David Eugene Braun 2014 2013 - Life Insurance (Personal Advice) - Certificate (AQF 1-4) - Mentor Education ~ 2014 - Managed Investments & Securities - Certificate (AQF 1-4) - Mentor Education ~ 2014 - Superannuation (Personal Advice) - Certificate (AQF 1-4) - Mentor Education
 David Jason Foord 2002 1996 - Bachelor of Economics - Bachelor Degree (AQF 7) - LaTrobe University ~ 2004 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending & Geared Investments - Certificate (AQF 1-4) - Kaplan Professional ~ 2013 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 David Leslie Lucas 2016 2004 - Bachelor of Commerce (Finance and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2008 - Gradulate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia ~ 2017 - Self Managed Super Funds - Professional Designations - Integrity ~ 2018 - Margin Lending - Professional Designations - Integrity
 David Streader 1993 1992 - Bachelor of Science - - Monash University ~ 1995 - Graduate Diploma of Applied Finance & Investment - - Securities Institute of Australia ~ 1997 - Diploma of Finanacial Planning - - Deakin University
 David Stuart Quin 1998 2001 - Diploma of Financial Planning - Diploma (AQF 5) - FPA ~ 2013 - Accredited Listed Product Adviser Program - Certificate (AQF 1-4) - Kaplan ~ 2017 - SuperConcepts & ICFS Specialist SMSF Course - Professional Designations - The University of Adelaide
 Dean Benfell 2017 2014 - Bachelor of Commerce (Financial Planning) - - University of the Sunshine Coast
 Dean Laban Watts 2024 2023 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
 Deborah Frances French 2018 2008 - Bachelor of Business Studies in Finance - Bachelor Degree (AQF 7) - Massey University, New Zealand ~ 2012 - Graduate Diploma in Business Studies in Personal Financial Planning - Graduate Diploma (AQF 8) - Massey University, New Zealand ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2023 - Commercial Law - Professional Designations - Kaplan
 Deborah Therese DI Trapani 2007 2007 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Mentor Education Group ~ 2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional ~ 2011 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional ~ 2016 - Advanced Diploma Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Mentor Education Group
 Derek Alden 2000 1971 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Sydney
 Dilip Dutt 1985 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
 Dimitri Eliadis 2014 2013 - Bachelor of Economic and Finance - - RMIT ~ 2014 - Diploma of Financial Planning - - Dover RG146 ~ 2017 - RG146 Managed Investments - - Financial Education Professionals ~ 2018 - RG146 Superannuation & Self-manged Superannuation funds - - Financial Education Professionals
 Dione Angelos 2001 1996 - Bachelor of Social Science - - University of New South Wales ~ 1998 - Master of Commerce - - University of New South Wales ~ 2000 - Diploma of Financial Planning - - Financial Planning Association ~ 2004 - Certified Financial Planner - - Deakin University ~ 2005 - Self Managed Superannuation Funds - - Kaplan
 Dominique Bergel-grant 2004 2002 - Bachelor of Economics (Economics and Marketing) - Bachelor Degree (AQF 7) - University of Sydney ~ 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan ~ 2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan ~ 2011 - Self Managed Superannunation Funds - Certificate (AQF 1-4) - Kaplan ~ 2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan
 Douglas John Ryan 2009 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan ~ 2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd
 Elizabeth Jane Powdrell 1999 2001 - Diploma of Financial Planning - Diploma (AQF 5) - FPA
 Emma Elisabeth Page 2017 2010 - Advanced Diploma of Financial Services(Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology ~ 2014 - Business Services (Business Sales) - Certificate (AQF 1-4) - WG Learning Pty Ltd ~ 2019 - Diploma of Business - Diploma (AQF 5) - Torrens University Australia ~ 2021 - DFP5v6 Tax for Financial Advising - Certificate (AQF 1-4) - Kaplan ~ 2021 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University
 Erin Michelle Press 2007 2007 - Advanced Diploma of Financial Planning FNS60404 - - Kaplan Education Pty Limited
 Esteban Guillermo Garzon 2015 2014 - Diploma of Financial Planning - - Holmesglen Institute ~ 2016 - Advanced Diploma Financial Planning (SMSF Specialist) - - Intergrity Education Group
 Eugene Bruno Ardino 2010 2010 - Diploma of Financial Planning - - Kaplan Professional ~ 2017 - 928 Margin Lending - Knowledge & Skills - - Kaplan Professional
 Eugenio Serravalle 2015 2013 - Diploma of Financial Planning - - Kaplan
 Felicia Sarah Anstey 2004 2011 - Diploma of Financial Services(Financial Planning) - Diploma (AQF 5) - Investment Banking Institute ~ 2013 - Master of Business Administration and Master of Professional Accounting - Masters Degree (AQF 9) - University of Southern Queensland ~ 2015 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - The National Finance Institute ~ 2018 - Margin Lending - Professional Designations - Kaplan ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Francis James Liddell 1993 2007 - Insurance Planning:Principles and Applications - Certificate (AQF 1-4) - CCH Learning ~ 2007 - Retirement Planning - Certificate (AQF 1-4) - CCH Learning ~ 2017 - Securities and Managed Investments - Diploma (AQF 5) - Kaplan
 Francis Xavier Mclaurin 1982 1998 - Certified Financial Planner - Professional Designations - Financial Planning Association (FPA) ~ 1998 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2007 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional
 Frank KA Fai Sinn 2004 1990 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne ~ 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association ~ 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Frank Kidenya 2007 2004 - Diploma Financial Markets - - Securities Institute of Australia ~ 2004 - Diploma of Financial Markets - Diploma (AQF 5) - Securities Institute ~ 2007 - Graduate Diploma of Applied Finance and Investment - - Kaplan ~ 2010 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan ~ 2010 - Master of Applied Finance and Investment - - Kaplan ~ 2013 - Diploma Financial Planning - - Kaplan ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
 Gail Denise Gadd 2002 2002 - Diploma of Financial Markets - - Securities Institute of Australia (now Finsia)
 Gail Lesley Freeman 1996 1980 - Bachelor of Arts in Accounting - Bachelor Degree (AQF 7) - University of Canberra
 Gary John Orman 2004 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
 Geoffrey Stewart Bush 1984 2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association ~ 2011 - Margin Lending and Geared Investment - Certificate (AQF 1-4) - Kaplan Professional ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
 George Woolford 2013 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monach Institute ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monach Institute ~ 2017 - Graduate Certificate in Applied Finance - Graduate Certificate (AQF 8) - Kaplan ~ 2019 - Ethics and Prefessionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Gleb Sheptun 2023 2019 - Bachelor of Commerce Majoring in Financial Planning and Finance - Bachelor Degree (AQF 7) - Deakin University
 Glenn Eastwood 2016 2004 - Bachelor of Business - Bachelor Degree (AQF 7) - The University of Newcastle ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Glenn Mcinerney 2009 2006 - Bachelor of Accounting - Bachelor Degree (AQF 7) - University of South Australia ~ 2011 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - TAFE ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Grahame Nash 2001 1987 - Bachelor of Business - - NSW Institute of Technology Sydney ~ 1989 - Grad Dip Tax Law - - Riverina-Murray Institute of Higher Education ~ 1995 - Chartered Accountant - - Institute of Chartered Accountants Sydney ~ 2002 - RG146 - - Kaplan
 Gregory John Welsford 1994 1992 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Monash University ~ 1992 - Bachelor of Computing (Information Systems) - Bachelor Degree (AQF 7) - Monash University ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
 Guy Robert Corrigall 2002 2002 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2007 - CFP - Certified Financial Planner - Certificate (AQF 1-4) - Financial Planning Association of Australia ~ 2019 - Ethics and Professionalism in Financial Advice - Certificate (AQF 1-4) - Kaplan Professional
 Haydn Baulch 1997 2010 - Certified Financial Planner - Professional Designations - FPA ~ 2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan ~ 2011 - Self Managed Super Funds - Certificate (AQF 1-4) - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Hayirli Yilmaz 2005 1992 - Bachelor of Economics - - Istanbul University ~ 2003 - Master of Finance - - Royal Melbourne Institute of Technology ~ 2007 - Diploma of Financial Services (Financial Planning) - - Kaplan Education ~ 2011 - Taxation Planning - - Kaplan Professional ~ 2015 - Self Managed Superannuation Funds - - Kaplan Professional
 Hugh Edward Todhunter 2012 2005 - Bachelor of Business - - University of Newcastle ~ 2011 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy
 Ingrid Stoker 2005 2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2010 - Self Managed Super Funds - Certificate (AQF 1-4) - Kaplan ~ 2011 - Margin lending and Geared Investments - Certificate (AQF 1-4) - Kaplan ~ 2012 - Certified Financial Planner - Professional Designations - FPA
 Jacob Poon 1999 1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The Australian National University ~ 2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 2006 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2010 - Certified Public Accountant - Professional Designations - CPA ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 James Alistair Malkin 2018 2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne ~ 2007 - Chartered Accountant - Other - Institute of Chartered Accountants of Australia ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 James Anthony Mcfall 2000 2002 - Diploma of Financial Planning - - Securities Institute ~ 2007 - Master of Commerce (Financial Planning) - - University of Western Sydney ~ 2013 - Certified Financial Planner Certification Program - - Financial Planning Association ~ 2014 - Self Managed Superannuation Fund Certificate - - Mentor Education ~ 2015 - Margin Lending (provide advice) - - Pinnacle
 James Christopher Cashman 2000 2000 - Diploma of Financial Planning - - Deakin University ~ 2003 - Certified Financial Planner - - FPA ~ 2006 - Certificate IV in Financial Services (Finance/Mortgage Broking) - - Tribeca ~ 2011 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2015 - Self Managed Superannuation Funds - - Kaplan Professional
 James Douglas Bradford 2009 2002 - Bachelor of Commerce - - University of SA ~ 2005 - Certified Practicing Accountant - - CPA Australia ~ 2008 - Diploma of Financial Planning - - Kaplan ~ 2013 - SMSF Specialist Advisor (SSA) Accreditation - - SMSF Association ~ 2020 - Ethics and Professionalism in Financial advice - Bridging Course - Ethics - Kaplan
 James Gerrard Sherlock 2012 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle ~ 2015 - Self Managed Superannuation funds - Professional Designations - Pinnacle ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 James Paul Dykes 2016 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Kaplan Professional
 Jamil Elrifai 1998 2002 - Diploma of Financial Planning - - Deakin University ~ 2005 - Master of Commerce (Financial Planning) - - University Of Western Sydney ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
 Jane Maisie Harding 0 2023 - Graduate Diploma in Business (Financial Planning) - Graduate Diploma (AQF 8) - Queensland Universty of Technology
 Janet Lynne Prescott 1990 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2005 - PS146 - - Tribeca ~ 2005 - SMSF Specialist Adviser Course - - The Strategist Group ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Jarrod Lee Ferrier 2023 2015 - Certificate lll in Financial Services - Certificate (AQF 1-4) - CBA ~ 2016 - Bachelor of Accounting - Bachelor Degree (AQF 7) - La Trobe University ~ 2016 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Jason Giordmaina 2003 2003 - Diploma of Financial Service (Financial Planning) - Diploma (AQF 5) - AMP Financial Services ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - The Institute ~ 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan
 Jason Hazari 2005 2001 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University ~ 2005 - Diploma of Financial Planning - Diploma (AQF 5) - FPA ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Jason Paul Lukjanenko 2005 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP ~ 2006 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney ~ 2011 - Certificate IV in Financial Services (Mortgage Broking) - Certificate (AQF 1-4) - Intellitrain Pty Ltd ~ 2014 - Cavendish & ICFS Specialist SMSF Course - Professional Designations - University of Adelaide ~ 2018 - Tier 1 Margin Lending - Personal Advice - Professional Designations - Kaplan
 Jean-paul Seear 1997 2021 - Diploma of Insurance Broking - Diploma (AQF 5) - ANZIIF ~ 2021 - Introduction to Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Jed Hunter Atkinson 2017 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Jemma Elizabeth Dingle 2018 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2018 - Advanced Diploma of Finacial Planning - Advanced Diploma (AQF 6) - Monarch Institute ~ 2019 - Bachelor of Business - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2020 - Master of Taxation - Masters Degree (AQF 9) - Curtin University
 Jennifer Lynette Sligar 2018 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2022 - Self Managed Superannuation Funds - Professional Designations - Kaplan
 Jenny Kam 2002 1995 - Bachelor of Arts - Bachelor Degree (AQF 7) - National University of Singapore ~ 2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - Intellitrain Pty Ltd ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Jillian Maynard 2013 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Margin Lending - Certificate (AQF 1-4) - Kaplan Professional ~ 2016 - Bachelor of Financial Planning - Bachelor Degree (AQF 7) - Central Queensland University
 John Alexander Kelly 1999 2006 - Advanced Diploma of Financial Services(Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2006 - Diploma of Financial Services(Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan ~ 2012 - SMSF Specialist Adviser - Certificate (AQF 1-4) - Self Managed Super Fund Association ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 John Desmond Atkinson 1980 1999 - Certified Financial Planner - Other - FPA ~ 2000 - Diploma of Financial Planning - Diploma (AQF 5) - FPA
 John Michael Hehir 1981 2002 - Diploma of Financial Planning - - Integratec ~ 2011 - Margin Lending & Geared Investments Certificate - - Kaplan
 John Panayis 1999 1998 - B. Mathematics & Finance - - University of Technology Sydney ~ 2004 - Advanced Diploma in Financial Planning - - Deacon University ~ 2009 - Graduate Diploma of Chartered Accounting - - ICAA ~ 2013 - Self Managed Superannuation Fund Auditor - - ASIC ~ 2014 - CA Financial Planning Specialist - - ICAA
 John Phillip Di-candilo 1990 1982 - Accounting Certificate Course - - Gosford Tafe ~ 2003 - Diploma of Financial Planning - - Deacon University Victoris
 Jonathon Kyle Demartini 2018 2019 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor ~ 2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology
 Joseph Bylhouwer 2004 1995 - Bachelor of Ecconomics - - University of Sydney ~ 2001 - Graduate Diploma in Applied Finance and Investments - - Securities Institute ~ 2010 - Margin Lending - - Pinnacle Financial Services Academy
 Julie Logan 1989 1986 - Bachelor of Commerce (Accountancy/Management) - Bachelor Degree (AQF 7) - Wollongong University ~ 2000 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Provide Advice in Margin Lending - Certificate (AQF 1-4) - Kaplan Professional
 Julien Kanagaratnam 1999 2001 - Diploma of Financial Planning - - Financial Planning Assocition
 Justin Troy Venning 2001 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
 Katheryn Simpson 2000 2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Newcastle ~ 2005 - Certified Practising Accountant - Professional Designations - CPA ~ 2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Katriel Moshe Warlow-shill 2004 1993 - Degree of Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of the Witwatersrand, Johannesburg South Africa ~ 1994 - Degree of Honours Bachelor of Accounting Science - Bachelor Honours Degree (AQF 8) - University of South Africa ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan ~ 2021 - Margin Lending - Professional Designations - Kaplan ~ 2021 - Self Managed Super Funds - Professional Designations - Kaplan
 Kellie Joanne Tesolin 2006 2013 - Fellow Chartered Financial Practitioner (FChFP) - Other - AFA ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
 Kerry Ang 2012 2002 - Bachelor of Business - Bachelor Degree (AQF 7) - Monash University ~ 2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Financial Institute of Australasia
 Kim Michelle Murray 2003 2004 - Advance Diploma of Financial Services (Financial Planning) - - FPA ~ 2008 - CFP Certification Program - - FPA
 Kristelle Amber Robinson 2016 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2017 - Self Managed Super Funds - Other - Kaplan ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
 Kristin Louise Main 2012 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
 Kristopher Meuwissen 2012 2012 - Diploma Financial Planning - - Traineeship Management Australia ~ 2018 - Graduate Diploma of Strategic Leadership - - Skills Recognition International ~ 2021 - Self Managed Superannuation Fund - Other - Mentor Education
 Kristy Morrison 2003 2003 - Diploma of Financial Planning - - Financial Planning Association Australia ~ 2008 - Certified Financial Planner - - Financial Planning Association Australia ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Larry Anthony Piscioneri 2014 2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Australia ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
 Laura Fernanda Cano 2018 2022 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Laurence Roy Smith 2011 2012 - Master of Business - Masters Degree (AQF 9) - Qld University of Technology ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2017 - Certified Financial Planner - Professional Designations - FPA ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Super Concepts & ICFS Specialist SMSF online course - Certificate (AQF 1-4) - The University of Adelaide
 Lee Alan Walker 2010 2005 - Bachelor of Science with Second Class Honours (First Division) in Accounting and Finance - Bachelor Degree (AQF 7) - University of Bristol ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - IIT ~ 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan ~ 2012 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan
 Lei Mark Zhang 2018 2006 - Master of Practicing Accounting - - Monash University ~ 2016 - Diploma of Financial Planning - - Kaplan Professional
 Lih Jen Khoo 2002 1992 - Bachelor of Commerce in Accounting - Bachelor Degree (AQF 7) - The University of New South Wales ~ 2010 - Margin Lending & Geared Investments - Certificate (AQF 1-4) - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2017 - Self Managed Superannuation Fund - Certificate (AQF 1-4) - Mentor Education
 Linda Joy Parkinson 2007 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2010 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional ~ 2011 - DPML Margin Lending - Certificate (AQF 1-4) - Pinnacle Financial Services Academy ~ 2014 - AMP - Certificate IV in Finance and Mortgage Broking - For Financial Planners - Certificate (AQF 1-4) - Kaplan Professional
 Lindon Turnbull 2007 1995 - Bachelor of Arts (Economics) - Bachelor Degree (AQF 7) - London Guildhall ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
 Lindsay Wilson 1994 1996 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2001 - Graduate Certificate in Commerce - Graduate Certificate (AQF 8) - University of Western Sydney
 Lionel Shayne Wootton-mcdonald 1988 1998 - Certified Financial Planner - Professional Designations - FPA ~ 1999 - Diploma of Financial Planning - Diploma (AQF 5) - FPA
 Lucille Margaret Harrison 2014 2011 - Master of Professional Accounting - Masters Degree (AQF 9) - Deakin University ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
 Luke Allan Furner 2013 2009 - Bachelor of Economics & Commerce - - Australian National University ~ 2013 - Diploma of Financial Planning - - Kaplan ~ 2014 - Advanced Diploma of Financial Planning - - Kaplan ~ 2014 - Derivatives - Knowledge & Skills - - Kaplan ~ 2014 - Self Managed Superannuation Funds - - Kaplan
 Luke Wiggins 2017 2016 - Diploma of Financial Planning - Diploma (AQF 5) - CPA Australia ~ 2017 - Bachelor of Business (Accounting/Finance) - Bachelor Degree (AQF 7) - Charles Sturt University
 Lyndon Holland 1993 2005 - Advanced Diploma of Financial Services (Financial Planning - - Tribeca ~ 2011 - Diploma of Financial Services (Finance/Mortgage Broking Management/Insurance Broking - - Adcom Training Solutions
 Lynelle Patricia Bower 2006 2006 - Advanced Diploma of Financial Planning - - Tribeca
 Lynton Burgemeister 1982 2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Intellitrain Pty Ltd ~ 2009 - Certificate IV Financial Services (Finance/Mortgage Broking)¬† - - Intellitrain Pty Ltd ~ 2015 - Advanced Diploma of Financial Planning - - Mentor Education Pty Ltd ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor ~ 2015 - Advanced Diploma of Financial Planning¬† - - Mentor Education Pty Ltd
 Maciej Stanek 2006 2004 - Bachelor of Commerce with Second Class Honours Divison B Major in Finance - Bachelor Degree (AQF 7) - Australian National University ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan ~ 2012 - Margin Lending - Other - Kaplan ~ 2015 - Self Managed Superannuation Funds - Other - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Malcolm Smith 2005 2005 - Bachelor of Commerce majoring in Accounting and Financial Planning - Bachelor Degree (AQF 7) - Deakin University ~ 2008 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2015 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Marcus Samuel Douglas Hadfield 2008 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty ~ 2006 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - ThreeSixty ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Margaret Linda Jean Stewart 2018 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2014 - Master of Legal Studies - Masters Degree (AQF 9) - University of NSW ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University ~ 2021 - Ethics & Professionalism in Finanical Advice - Bridging Course - Ethics - Kaplan ~ 2022 - Certified Financial Planner - Professional Designations - FAAA
 Marie Chelnokova 2008 2006 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2009 - Certified Financial Planner - - Financial Planning Association
 Mark Adrian Hegney 2012 2008 - Diploma of Financial Services(Financial Planning) - Diploma (AQF 5) - Finsia ~ 2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan ~ 2011 - Self Managed Super Funds - Certificate (AQF 1-4) - Kaplan ~ 2012 - Advanced Diploma of Financial Services(Financial Planning) - Advanced Diploma (AQF 6) - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Mark Butters 1996 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan ~ 2013 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Mentor Education ~ 2014 - Self Managed Super Funds - Certificate (AQF 1-4) - Mentor Education
 Mark Campbell Opie 2006 2002 - Bachelor of Business Banking and Finance - Bachelor Degree (AQF 7) - University of South Australia ~ 2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
 Mark Henderson 2016 2006 - Bachelor of Science in Commerce - Bachelor Degree (AQF 7) - DePaul University ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2015 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2016 - Master of Applied Finance Attained major in Investment Management - Masters Degree (AQF 9) - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Mark Van Der Ross 2000 1983 - Diploma of Financial Planning - - Financial Planning Association
 Martin Jan Wajda 2010 1997 - Bachelor of Business - Bachelor Honours Degree (AQF 8) - Griffith University ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Group ~ 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan ~ 2012 - Advanced Diploma of Financial Services(Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology ~ 2013 - Self Managed Super Funds - Professional Designations - Mentor Education Group
 Martinus Billy Hanafi 2007 2016 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Mary Louise Favelle 1998 1997 - Bachelor of Commerce in Accounting - Bachelor Honours Degree (AQF 8) - University of Canberra ~ 2002 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2005 - Master of Financial Planning - Masters Degree (AQF 9) - RMIT ~ 2012 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Matthew Tadros 2010 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Traineeship Management Australia Pty Ltd ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group
 Michael Gershkov 1992 1992 - Bachelor of Economics - - Monash University ~ 1999 - Graduate Diploma of Applied Finance & Investment - - Securities Institute of Australia ~ 2001 - Diploma of Financial Planning - - Securities Institute of Australia ~ 2002 - Graduate Diploma of Financial Planning - - Securities Institute ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - - Securities Institute of Insurance & Finance
 Michael John Stratton 2003 2007 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2015 - Specialist SMSF Course - - University of Adelaide
 Michael Kipling Mazalevskis 1991 1998 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Deakin University ~ 2001 - Certified Financial Planning - Professional Designations - Financial Planning Association of Australia ~ 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
 Michael Sauer 2017 2014 - Bachelor of Business (Accounting, Banking and Finance) - Bachelor Degree (AQF 7) - Monash University ~ 2018 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Milad Rezaei 2014 2014 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - University of South Australia ~ 2017 - Self Managed Super Funds - Certificate (AQF 1-4) - Kaplan ~ 2017 - Tier 1 Margin Lending - Personal Advice - Certificate (AQF 1-4) - Kaplan
 Muhammad Imran Amjad 2008 2000 - Bachelor of Arts - Bachelor Degree (AQF 7) - Central Queensland University ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan ~ 2019 - Accredited Listed Product Adviser Program - Other - Kaplan
 Nady Kerbage 2013 2010 - Master of Commerce - Masters Degree (AQF 9) - UNSW ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor
 Natalino Lidestri 2010 2003 - Bachelor of Business - Bachelor Degree (AQF 7) - La Trobe University ~ 2006 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Victoria University ~ 2006 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Natasha Palmer 2014 2009 - Bachelor of Finance - Bachelor Degree (AQF 7) - University of Newcastle Australia ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2018 - CPA Program - Professional Designations - CPA Australia ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Nathisha Paramasivam 2013 2010 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Nicholas William Block 2022 2019 - Bachelor of Finance - Bachelor Degree (AQF 7) - University of Canberra ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2023 - SMSF Regulations and Taxation - Other - Kaplan
 Nicholas Zaras 2002 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Nick Stathopoulos 2001 1998 - Bachelor of Business (Marketing) - - Monash University ~ 2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2007 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Nicky James Logan 2018 2017 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of Wollongong
 Nigel Adam Johnston 2003 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - Accredited Listed Product Adviser Program - Certificate (AQF 1-4) - Kaplan Professional ~ 2019 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
 Nishant Puri 2015 2007 - Bachelor of Commerce (Banking and Finance) - Bachelor Degree (AQF 7) - Curtin University of Technology ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional ~ 2014 - SMSF Specialist Advisor Course - Certificate (AQF 1-4) - NowInfinity
 Nobuko Forrest 2006 1997 - Certificate in Financial Markets - - Financial Services Institute of Australia ~ 2005 - Graduate Diploma in Financial Planning - - Financial Services Institute of Australia ~ 2006 - Master of Commerce, Professional Accounting - - Macquarie University
 Onur Serbest 2016 2010 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2016 - Certified Financial Adviser (CFP) - Certificate (AQF 1-4) - Financial Planning Association of Australia (FPA)
 Panu Kuhne 2014 2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
 Paolo Scaturchio 2003 2003 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2015 - Tier 1 Margin Lending - Personal Advice - Certificate (AQF 1-4) - Kaplan ~ 2019 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan
 Paschal Alexander Leahy 2001 2009 - Diploma Financial Services - - Mentor ~ 2014 - FoFA - Gearing and Margin Lending - - Macquarie
 Paul Francis Mcshane 2018 1990 - Bachelor of Business - Bachelor Degree (AQF 7) - Tasmanian State Institute of Technology ~ 2017 - Superannuation & SMSFs - Other - Kaplan Professional ~ 2019 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
 Paul William Andrew Marshall 2003 1997 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Charles Sturt University
 Peter John Donovan 2006 1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University ~ 2006 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2021 - Accredited Aged Care Professional - Other - Aged Care Steps
 Peter John Gialouris 2001 1979 - Bachelor of Economics - - University of Sydney ~ 1986 - Diploma in Corporate Management - - NSW University ~ 1993 - Certificate of Super Management - - Macquarie University ~ 2008 - Master of Business Law - - University of Sydney ~ 2015 - Registered Tax (Financial) Adviser - - Tax Practitioners Board
 Peter John Hehir 2017 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group ~ 2020 - MA1769 Ethics for Financial Services (Intensive) - Bridging Course - Ethics - Deakin Business School
 Peter Robert Banicevic 2008 1993 - Bachelor of Commerce In Accounting & Finance - - University of NSW (UNSW) ~ 2010 - Graduate Diploma Financial Planning - - Kaplan Professional ~ 2010 - Margin Lending and Geared Investment - - Kaplan Professional Education ~ 2013 - LPAC ASX Listed Products Accreditation - - LPAC ~ 2013 - Self Managed Superannuation Funds - - Kaplan Professional Education
 Petros Eliadis 1995 1997 - Diploma of Financial Planning - - RMIT University School of Economics and Finance
 Philip Connor-stead 2004 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AAMC Training Group ~ 2013 - Margin Lending - Other - Pinnacle ~ 2014 - Self Managed Superannuation Funds - Other - Kaplan ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
 Phillip Passaris 2014 2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan ~ 2013 - Masters of Applied Finance (Major in Corporate Finance/Advisory) - Masters Degree (AQF 9) - Kaplan ~ 2019 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia (FAAA) ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Prashant Solaiappan Nagarajan 2011 2007 - Bachelors of Engineering - - Anna University / Sri Venkateswara College of Engineering ~ 2009 - Graduate Diploma of Management - - CQ University ~ 2009 - Graduate Diploma of Management - - Central Queensland University ~ 2009 - Master of International Business - - Griffith University ~ 2009 - Masters of International Business - - Griffith University ~ 2011 - Diploma of Financial Services (Financial Planning) - - Mentor ~ 2011 - Diploma of Financial Services (Financial Planning) - - RG 146 Training Australia ~ 2014 - SMSF - - Kaplan ~ 2015 - Advanced Diploma Of Financial Planning - - Mentor
 Qasim Syed 1999 1999 - Bachelor of Arts (Economics) - Bachelor Degree (AQF 7) - University of Kentucky ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Eduacation ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Rebecca Joy Teeuwsen 2022 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Richard Bruce Cameron 2013 1995 - Bachelor of Economics - - University of New England ~ 2013 - Diploma of Financial Planning - - Monarch Institute ~ 2013 - Graduate Certificate Financial Planning - - Charles Sturt University ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Accredited Aged Care Professional - Certificate (AQF 1-4) - Aged Care Steps
 Richard Kerkmez 1986 2005 - Diploma of Financial Advising - - Securities Institute of Australia ~ 2005 - Equivalent to Advanced Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2012 - Self Managed Superannuation Funds - - Kaplan Professional Education
 Richard Yap 1995 1986 - Bachelor of Arts in Accountancy - - Whyalla, South Australian Institute of Technology ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Robert James Laurie 2012 2006 - Bachelor of Business Major in Computer Software Development - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2021 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
 Robert James Ross 2005 2005 - Diploma of Financial Planning - - Financial Planning Association ~ 2008 - Certified Financial Planner - - Financial Planning Association ~ 2011 - Graduate Certificate Of Financial Planning - - Deakin University/ Financial Planning Association ~ 2013 - Master of Financial Planning - - Deakin University/ Financial Planning Association ~ 2016 - SMSF Specialist Advisor (SSA) - - SMSF Association
 Robert Jeselnik 2010 2006 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT
 Robert Kiddell 1989 1977 - Jurisprudence - Bachelor Degree (AQF 7) - Monash University ~ 1978 - Bachelor of Law - Bachelor Degree (AQF 7) - Monash University ~ 1990 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2011 - DPML Margin Lending - Certificate (AQF 1-4) - Pinnacle Financial Services Academy
 Robert P DE Martini 1985 2002 - Superannuation and Retirement Planning - Other - University of Technology ~ 2003 - Policy Statement 146 Knowledge Assessment - Other - University of Technology ~ 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan
 Robert Rich 2016 2006 - Bachelor of Business (ACC & MKG) - - Swinburne University ~ 2016 - ADFP - - Monarch Institute ~ 2016 - DFP - - Monarch Institute ~ 2021 - Certified Financial Planner - Professional Designations - FPA
 Rodney Arthur Gardiner 2001 1991 - Diploma of Teaching - Diploma (AQF 5) - University of Tasmania ~ 1993 - Bachelor of Applied Science - Bachelor Degree (AQF 7) - University of Tasmania ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2012 - Self Manged Superannuation Funds - Certificate (AQF 1-4) - Kaplan
 Rodney Lumsden 2004 1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University Of Wollongong ~ 2003 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2010 - ASX Listed Products Accreditation Course - Other - FPA ~ 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan ~ 2014 - Cavendish & ICFS Specialist SMSF Course - Certificate (AQF 1-4) - University of Adelaide
 Rodney Nelson Cox 1989 2002 - Policy Statement 146 Knowledge Assessment - Other - Integratec ~ 2004 - Diploma in Financial Services - Diploma (AQF 5) - Northern Group Training Ltd ~ 2013 - 921 Managed Investments & Skills - Certificate (AQF 1-4) - Kaplan
 Roger Wheelahan 2001 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Securities Institute ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan
 Rokibul Islam 2009 2007 - Bachelor Of Business (Accounting) - Bachelor Degree (AQF 7) - Central Queensland University ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Australian Institute of Financial Services & Accounting (AIFA) ~ 2013 - Self Managed Superannuation Funds - Other - Kaplan Professional
 Rolando Chou 2010 2009 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - RMIT University ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
 Rose Scalley 1994 1976 - Bachelor of Arts - - Macquarie University ~ 1977 - Associate of Institute of Actuaries Australia - - Actuaries Institute ~ 1979 - Certificate in Finance & Investment - - Actuaries Institute ~ 1999 - Certified Financial Planner - - FPA
 Rowena Therese Smith 2024 2022 - Bachelor of Business (Financial Planning) with Distinction - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
 Ryan Braund 2017 2014 - Bachelor of Accounting - Bachelor Degree (AQF 7) - La Trobe University ~ 2020 - Ethics and Professionalism in Financial Advice - Graduate Diploma (AQF 8) - Kaplan Professional
 Ryan Carl Walker 2009 2009 - Bachelor of Commerce - - University of Wollongong ~ 2011 - Certified Financial Planning - - Financial Planning Association of Australia ~ 2015 - Master of Applied Finance - - Charles Sturt University
 Sahil Dogra 2012 2009 - Master of Business Administration / Master of Commerce - Masters Degree (AQF 9) - Deakin University ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan ~ 2022 - RG146 Foundations & Investments - Diploma (AQF 5) - Monarch Institute
 Sally Jane Curtis 2005 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Securities Institute ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Finsia ~ 2008 - Certified Financial Planning - Certificate (AQF 1-4) - FPA ~ 2015 - Master of Financial Services - Masters Degree (AQF 9) - University of New England ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Sam Alan Woodhouse 2013 2012 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2019 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - International Institute of Technology ~ 2019 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional
 Samantha Kate Greene 2016 2013 - Bachelor of Accounting - Bachelor Degree (AQF 7) - La Trobe University ~ 2013 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University ~ 2015 - Certified Financial Planner - Professional Designations - FPA ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Samuel Hoffmann Kunrath 2012 2009 - Master of Commerce-major in International Finance - - University of New South Wales ~ 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2015 - Chartered Alternative Investment Analyst (CAIA) - - Chartered Alternative Investment Analyst Association ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Sandra Hannah Miller 2006 1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FSTA
 Sangram Rana 2017 2010 - Master of Business - Masters Degree (AQF 9) - Monash University ~ 2011 - Master of Professional Accounting - Masters Degree (AQF 9) - Melbourne Institute of Technology ~ 2016 - Diploma Financial Planning FNS50615 - Diploma (AQF 5) - Monarch Institute ~ 2016 - Self Managed Superannuation funds assets - Other - Monarch Institute
 Sanjay Silvester D'souza 2012 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Holmesglen Institute ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - Diploma of Finance & Mortgage Broking Management - Diploma (AQF 5) - Holmesglen Institute ~ 2019 - Margin Lending - Other - Kaplan Professional ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
 Sanjeev Sharma 2012 2007 - Graduate Diploma in Business Studies with a major in Personal Risk Management - - Massey University ~ 2009 - Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd ~ 2013 - Certificate IV in Finance and Mortgage Broking - - National Finance Institute
 Sara Ann Millard 1993 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan ~ 2012 - Cavendish & ICFS Specialist SMSF Course - Certificate (AQF 1-4) - The University of Adelaide ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Scott Hernadi 2009 2006 - Bachelor of Business Double Major in Finance and Economics - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
 Shane Chapman 1997 1993 - Bachelor of Social Science - Bachelor Degree (AQF 7) - University of New South Wales ~ 2004 - Diploma of Financial Planning - - Deakin University
 Shane John Harris 2018 2018 - Accredited Listed Product Adviser Program - Certificate (AQF 1-4) - Kaplan ~ 2018 - Bachelor of Business (Financial Planning) with Distinction - Bachelor Degree (AQF 7) - RMIT ~ 2018 - TASA and the TPB Code of Professional Conduct - Certificate (AQF 1-4) - Kaplan ~ 2019 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
 Shane Phillip Dwyer 2012 2010 - Diploma of Financial Services (FInancial Planning) - Diploma (AQF 5) - Australian and New Zealand Institute of Insurance and Finance ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Sharon Diane Kennedy 2009 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - TRIBECA ~ 2008 - Advance Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education ~ 2009 - SMSF Accreditation - Certificate (AQF 1-4) - Kaplan Education ~ 2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Education ~ 2020 - Ethics & Professionalism in Financial Advice \ - Bridging Course - Ethics - Kaplan Education
 Sharon Mcconnell 2007 1999 - Diploma of Financial Markets - - Financial Services Institute of Australia ~ 2006 - Diploma of Financial Services - - Menor Education
 Shaun O'keefe 2014 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2014 - Tax (Financial) Adviser - - Tax Practitioners Board
 Sheshan Wickramage 2018 2012 - Foundations Of Financial Planning - Other - Kaplan Professional ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2018 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
 Simon Philip Tenner 2010 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Group
 Stephen George Nikolovski 2018 2007 - Bachelor of Commerce (Accountancy and Finance) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2009 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - Institute of Chartered Accountants in Australia ~ 2017 - Diploma Financial Planning FNS50615 - Diploma (AQF 5) - Kaplan Australia ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2022 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
 Stephen James 1999 1995 - Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University ~ 2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Margin Lending - Knowledge & Skills - Certificate (AQF 1-4) - Kaplan Professional
 Stephen James Bartholomew 1999 1991 - Bachelor of Arts - Bachelor Degree (AQF 7) - Griffith University ~ 1998 - Master of Business Administration - Masters Degree (AQF 9) - University of Queensland ~ 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association ~ 2007 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan ~ 2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan
 Stephen Walker 1993 1983 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne ~ 1996 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute Education ~ 2003 - Master of Accountancy - Masters Degree (AQF 9) - Charles Sturt University
 Steven James Ellis 2018 2000 - Bachelor of Business - Bachelor Degree (AQF 7) - Victoria University ~ 2005 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Steven Wong 2016 2002 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - The University of Western Sydney ~ 2007 - Diploma Of Financial Services (Financial Planning) - Diploma (AQF 5) - Finsia ~ 2013 - Self Managed Super Funds - Certificate (AQF 1-4) - Kaplan ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Stillianos Michael Konstantinou 1999 1991 - CND74 Associate Diploma of Business (Management) - Professional Designations - Yeronga College of Technical and Further Education ~ 2003 - Diploma of Financial Planning - Diploma (AQF 5) - FPA ~ 2013 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan ~ 2016 - Fellow Chartered Financial Practitioner - Professional Designations - AFA ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
 Suganesh Kumar Kumanan 2017 2017 - Bachelor of Commerce (Majoring in Finance, Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
 Sumeet Wadhwa 2008 2007 - Master of Practising Accounting - Masters Degree (AQF 9) - Monash University ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology
 Susan Wong 2008 2010 - Certified Financial Planner & LRS - - FPA Austrlaia
 Tamsin Jane Wood 2014 2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Queensland ~ 2018 - Advanced Diploma in Financial Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Margin Lending Accreditation Program - Other - Deakin Prime
 Tanya Smallcombe 2009 1996 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Central Queensland University ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2010 - Margin Lending & Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
 Terrence George Vogiatzis 2016 2014 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Macquarie University ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2015 - Securities and Managed Investments - Professional Designations - Kaplan ~ 2017 - CERTIFIED FINANCIAL PLANNER - Professional Designations - FPA ~ 2018 - SMSF Core Course - Professional Designations - DBA Network Pty Ltd
 Terrence John Chudleigh 2000 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Integratec ~ 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Integratec ~ 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
 Therese Marie Raso 2017 1990 - Bachelor of Business Accounting - Bachelor Degree (AQF 7) - University of Western Sydney (Nepean) ~ 2016 - SMSF Adviser (Personal Advice) - Other - Mentor Education ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Thiago Borrelli DE Assis Andrade 0 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Thomas Hancock 2012 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Certificate IV in Finance & Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2015 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional
 Timothy Malcolm Cotton 2011 2008 - Bachelor Of Commerce - Bachelor Degree (AQF 7) - The University of NSW ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Tristen Graham Cosgrove 1996 1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Newcastle ~ 2005 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 2008 - Self Managed Superannuation Funds - Other - Financial Essentials ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
 Troy Bartlett 2014 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
 Vadim Valev 1997 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2006 - Taxation Planning - Certificate (AQF 1-4) - Tribeca ~ 2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan ~ 2013 - Cavendish & ICFS Specialist SMSF Course - Certificate (AQF 1-4) - Cavendish/ICFS (Adelaide Uni) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Van Trinh 2013 2011 - Master of Finance - Masters Degree (AQF 9) - RMIT University ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2017 - Self Manged Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Vernon Anthony Bocarro 1996 1985 - Bachelor of Science - - University of Mumbai (India) ~ 2002 - Diploma of Financial Planning - - Deakin University ~ 2012 - Margin Lending & Geared Investment - - Kaplan ~ 2016 - Self Managed Super Funds - - Kaplan
 Vikram Singh 2011 1984 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Delhi ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Australian Institute of Financial Services & Accounting ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2019 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
 Vinoshanth Waran 2011 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan ~ 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan ~ 2015 - Bachelor of Economics (Banking & Finance) - Bachelor Degree (AQF 7) - University of Western Sydney
 Warwick James Bragg 2006 2002 - Bachelor of Business (Accounting and Commercial Computing) - - Griffith University ~ 2006 - CPA Program - - CPA Australia ~ 2007 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2008 - Graduate Diploma of Financial Planning - - FINSIA ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
 William Pugh 2003 1987 - Bachelor of Business - - University of Technology-Sydney ~ 1989 - ICAA Professional Year - - Chartered Accountants Australia & New Zealand ~ 1999 - Diploma of Superannuation Management - - ASFA (in conjunction with Macquarie University ~ 2000 - Skills Assessment/Diploma of Financial Planning (DFP8) - - FPA ~ 2008 - Graduate Certificate in Financial Planning - - FINSIA
 William Tomac 2000 1986 - Bachelor of Arts (Majors Economics & Law) - - Sydney University ~ 2002 - Diploma of Financial Planning - - Deakin University
 Wilson Kim Ling Wong 2002 2002 - Wealth Accountants Introductory Course - - Count Wealth Accountants
 Wing Ling Lau 2005 2000 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2002 - Master of Banking - Masters Degree (AQF 9) - University of Wollongong ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
 YI Ping Wang 2017 2012 - Master of Professional Accounting (Business Management) - Masters Degree (AQF 9) - University of Tasmania ~ 2013 - Master of Finance - Masters Degree (AQF 9) - University of Tasmania ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Holmesglen Institute ~ 2018 - Marging Lending - Certificate (AQF 1-4) - Western Sydney University
 Yihua LU 2004 2009 - Diploma of Financial Services (Financial Planning) - - International Institute of Technology ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - International Institute of Technology ~ 2023 - SMSF Regulations and Taxation - Other - Kaplan
 Yin Chin Choo 2011 2005 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Monash University ~ 2005 - Bachelor of Computing - Bachelor Degree (AQF 7) - Monash University ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - The National Finance Institute
 Yiren WU 2018 2018 - Diploma of Financial Planning - - International Institute of Technology
 Yong Sing Tan 2013 2005 - Bachelor of Economics (Double Major in Economics & Finance) - - University of NSW ~ 2006 - Master Of Professional Accounting - - University of Western Sydney ~ 2012 - Graduate Certificate in Commerce (Financial Planning) - - University of Western Sydney
 Yue Huang 2018 2011 - Master of Accounting - Masters Degree (AQF 9) - University of Melbourne ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - CPA ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
 Zachary Dylan Coleman 2021 2017 - Bachelor of Business (Finance, Management) - Bachelor Degree (AQF 7) - Southern Cross University ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University