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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

NameFirst provided adviceQualification and trainings
 Adam Lee Thomas O'connor2017Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - Monarch Institute ~ Graduate Diploma of Business (Accounting) - University of Southern Queensland
 Adam Neal Mondy2009Advanced Diploma of Financial Services - Pinnacle ~ Diploma of Financial Services (Finance/Mortgage Broking) - Intellitgrain ~ Diploma of Financial Services (Financial Planning) - UNE
 Adrienne Rush2008Advanced Diploma of Financial Services (Financial Planning) Planning - Kaplan Professional ~ Bachelor of Business (Banking & Finance) - Monash University ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Afaque Ahmad Memon2007Diploma of Financial Services - Dover Financial Training Pty Ltd Melbounre ~ Graduate Diploma of Accounting - Deakin University, Melbourne
 Alan James Mctighe2012Certificate IV in Financial Planning - Integratec
 Alex Scarfone1997Associate 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 Laureti2018Diploma of Financial Planning - CPA Australia ~ Personal Financial Planning and Superannuation: (CPA110): CPA Program Tier 1 - CPA
 Alexander Maxwell Rankin2018Bachelor of Commerce (Finance) - Deakin ~ Diploma of Financial Planning - Integrity ~ Ethics and Professionalism in Financial Advice - Kaplan
 Alexandros Cokalis2002Advanced 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 Abeyasinghe2016Bachelor of Commerce - Deakin University ~ Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Planning - Pinnacle ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Ali Roshan2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Science in Business Administration (Finance) - California State University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Alison Thomas2010Bachelor of Business - Charles Sturt University ~ Diploma of Financial Services - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Amit Chaudhary2017Diploma of Financial Planning - International Institute of Technology
 Andrew Bell2003Advanced Diploma of Financial Services (Financial Planning) - AMP ~ Diploma of Financial Services (Financial Planning) - AMP ~ Ethics and Professionlism in Financial Advice - Kaplan Professional
 Andrew Bonnici2001Bachelor of Commerce (Accounting) - Monash University
 Andrew Steindl2014Bachelor of Commerce - Griffiths University ~ Diploma of Financial Planning - Kaplan
 Andrew Sue2004Bachelor 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 Draper2005Bachelor of Financial Administration - University of New England ~ Diploma in Financial Management - University of New England
 Angela Ockyi Kim2009Diploma of Financial Planning - International Institute of Technology
 Angelo Anthony Baronessa2018Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Economics - La Trobe University ~ Diploma of Financial Services - RMIT University
 Annette Pulbrook2013Advanced 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 Sloan2012Advanced 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
 Antony Gordon Wray1992Bachelor of Business - Edith Cowan University ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional
 Anuj Shangle2004Master of Business Administration - Edith Cowan University
 Arkadiusz Bryl2013Diploma of Fianncial Planning - Integrity Education
 Arunava Chaudhuri2016Diploma of Financial Planning - Kaplan Professional ~ Master of Professional Accounting - Central Queensland University ~ Self Managed Superannuation Funds - Kaplan Professional
 Ashleigh Ton2011Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Ashley Davison2000Diploma of Financial Planning - Deakin University ~ Margin Lending & Geared Investments - Kaplan Professional
 Beena Philip Mathew2003Advanced 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 Allen2003Diploma of Financial Planning - Mentor Education
 Benjamin Crowe2003Bachelor of Business (Financial Planning) with Distinction - RMIT ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan
 Brendan Michael Cosgriff1995Bachelor of Business - La Trobe University
 Brendan Peach2015Advanced 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
 Brian Rees1986Bachelor of Commerce - University of Wollongong ~ IPS146 - Integratec
 Charles BO Pan2006Diploma of Financial Services - Dover Financial Planning Pty Ltd
 Charles Pillay2001Certified 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 Huang2018Bachelor of Applied Finance - Macquarie University ~ Diploma of Financial Planning - Kaplan ~ SMSF Specialist Course - UNSW
 Cho Kei Kwong2005Advanced 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 Lau2014Advanced 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
 Christopher Thomas2016Diploma of Financial Planning - Integrity Education Group
 Claire Elizabeth Russell1999Bachelor of Commerce (in Marketing) - The University of New South Wales ~ Diploma of Financial Planning - Mentor
 Claudia Chau Leung2002Count Wealth Accountants Introductory Training Course - Count Wealth Accountants
 Clem Wildermuth2000Graduate Diploma in Applied Finance & Investment - The Securities Institute of Australia
 Craig Alan William Bunce2003Advanced 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 Letch2006Diploma of Financial Planning - Deakin University
 Damien Patrick Ferguson1986ASX 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 Luu2003Bachelor of Business (Economics and Finance) - RMIT ~ Diploma of Financial Planning - FPA
 Daniel George2009Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Financial Services (Finance/Mortgage Broking) - Intellitrain ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Daniel Gillian Sobraty2000Bachelor 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 Twentyman2014Bachelor 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
 Daniel Michael Parker2010Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Daniel Thompson2010Advanced 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
 Darion William Pohl2019Bachelor 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 Coomber1987Bachelor of Commerce (Accounting) - University of Queensland ~ Certified Financial Planner - University of Queensland ~ Margin Lending - Kaplan
 David Jason Foord2002Bachelor 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 Streader1993Bachelor of Science - Monash University ~ Diploma of Finanacial Planning - Deakin University ~ Graduate Diploma of Applied Finance & Investment - Securities Institute of Australia
 Dean Benfell2017Bachelor of Commerce (Financial Planning) - University of the Sunshine Coast
 Deborah Therese DI Trapani2007Advanced 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
 Deepak Kumar2015Advanced Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Planning - Integrity Education Group ~ Self Managed Super Funds - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Derek Alden2000Bachelor of Economics - University of Sydney
 Dimitri Eliadis2014Bachelor 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 Angelos2001Bachelor 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
 Elizabeth Chevel2015Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education ~ Self Managed Superannuation Funds - Mentor Education
 Enam Choudhury2007Degree of Bachelor of Arts (Economics) - University of Canberra ~ Degree of Master of Commerce/Financial Planning - University of Western Sydney ~ Graduate Diploma in Business Studies - University of New England
 Eric Norman Walters2000Bachelor of Business (Accounting) - Queensland University of Technology ~ Graduate Diploma of Financial Planning - Financial Services Institute of Australia
 Erin Michelle Press2007Advanced Diploma of Financial Planning FNS60404 - Kaplan Education Pty Limited
 Esteban Guillermo Garzon2015Advanced Diploma Financial Planning (SMSF Specialist) - Intergrity Education Group ~ Diploma of Financial Planning - Holmesglen Institute
 Eugene Bruno Ardino2010928 Margin Lending - Knowledge & Skills - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Eugenio Serravalle2015Diploma of Financial Planning - Kaplan
 Francis James Liddell1993Insurance Planning:Principles and Applications - CCH Learning ~ Retirement Planning - CCH Learning ~ Securities and Managed Investments - Kaplan
 Francis Xavier Mclaurin1982Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Self Managed Superannuation Funds - Kaplan Professional
 Frank Kidenya2007Diploma 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 Gadd2002Diploma of Financial Markets - Securities Institute of Australia (now Finsia)
 Gail Lesley Freeman1996Chartered Accountant - University of Canberra
 Gary Donald Shannon1989Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending & Geared Investments - Kaplan Professional
 Gary John Orman2004Diploma of Financial Services (Financial Planning) - Tribeca
 Geoffrey Stewart Bush1984Advanced 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
 Georg Mittermair2003Diploma of Financial Planning - Deakin University ~ Foundation Tax - Taxation Institute of Australia ~ ITP Income Tax Course - ITP Canberra
 George Woolford2013Advanced 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
 Glen Oshevenski2011Diploma of Financial Services (Financial Planning) - Traineeship Management Australia Pty Ltd
 Glenn Eastwood2016Bachelor of Business - The University of Newcastle ~ Diploma of Financial Planning - International Institute of Technology
 Glenn Mcinerney2009Bachelor of Accounting - University of South Australia ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - TAFE ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Glenn Treacy2000Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan
 Grahame Nash2001Bachelor 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 Welsford1994Bachelor of Business (Accounting) - Monash University ~ Bachelor of Computing (Information Systems) - Monash University ~ Diploma of Financial Planning - Kaplan Professional
 Gurbinder Singh Gill1994Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Management with Honours - University of Science Malaysia ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Margin Lending - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Guy Robert Corrigall2002CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Securities Institute
 Hans Oliver Alwar2012Advanced Diploma of Financial Planning - Monarch University ~ Certificate IV in Finance and Mortgage Broking - The National Finance Institute ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Post Graduate Certificate in Financial Planning - Kaplan Professional ~ Self Managed Super Fund Advisor - Mentor Education
 Hayirli Yilmaz2005Bachelor 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 Todhunter2012Bachelor of Business - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Hui YU LI1995Certified Financial Planner - FPA Australia
 Jack Ford1998Certified Financial Planner - Financial Planning Association ~ Chartered Accountant/Financial Planning Specialist - The Institute of Chartered Accountants in Australia ~ Diploma of Financial Planning - Financial Planning Association
 Jacob Poon1999Bachelor 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 Mcfall2000Certified 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 Cashman2000Certificate 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 Bradford2009Bachelor 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 Paul Dykes2016Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional
 Jamil Elrifai1998Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Commerce (Financial Planning) - University Of Western Sydney
 Jane Barrett1991Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Mentor Education
 Janet Lynne Prescott1990Diploma of Financial Planning - Deakin University ~ PS146 - Tribeca ~ SMSF Specialist Adviser Course - The Strategist Group
 Jason Bradley Ferguson2000Advanced Diploma Of Financial Services - AMP
 Jason Taleb2016Diploma of Financial Planning - Kaplan
 Jemma Elizabeth Dingle2018Advanced 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 Sligar2018Diploma of Financial Planning - Mentor Education
 Jennifer You2014Bachelor of Commerce (Finance & Accounting) - University of New South Wales ~ Certificate lV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma Chartered Accounting - Chartered Accountants Australian & New Zealand
 Jenny Kam2002Bachelor 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 Maynard2013Bachelor of Financial Planning - Central Queensland University ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - Kaplan Professional
 John Alexander Kelly1999Advanced Diploma of Financial Services(Financial Planning) - Tribeca ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Services(Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan ~ SMSF Specialist Adviser - Self Managed Super Fund Association
 John Carroll1987Bachelor Degree majoring in Accounting - Institute of Chartered Accountants ~ PS146 Knowledge Assessment - Integratec UTS
 John Donne Corney2016Diploma of Financial Planning - Integrity Education ~ Graduate Conversion Course in Accounting - University of Technology, Sydney ~ MBA - University of NSW
 John Liston2014Bachelor of Communication (Professional Communication) - RMIT University ~ Master of Applied Finance - Monash University
 John Michael Hehir1981Diploma of Financial Planning - Integratec ~ Margin Lending & Geared Investments Certificate - Kaplan
 John Panayis1999Advanced 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-candilo1990Accounting Certificate Course - Gosford Tafe ~ Diploma of Financial Planning - Deacon University Victoris
 John Raymond Walker2013Bachelor of Business Major in Accounting, Finance & Economics - University of Technology Sydney (UTS) ~ Certificate lV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Fund - Kaplan Professional
 John Vincent Morello1991Certified Financial Planner - Financial Planning Association of Australia
 Joseph Bylhouwer2004Bachelor of Ecconomics - University of Sydney ~ Graduate Diploma in Applied Finance and Investments - Securities Institute ~ Margin Lending - Pinnacle Financial Services Academy
 Julie Logan1989Bachelor 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 Kanagaratnam1999Diploma of Financial Planning - Financial Planning Assocition
 Justin Troy Venning2001Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Katheryn Simpson2000Bachelor 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
 Kellie Joanne Tesolin2006Ethics and Professionalism in Financial Advice - Kaplan ~ Fellow Chartered Financial Practitioner (FChFP) - AFA ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan
 Kenneth Wright2009Bachelor of Business Studies (Accounting Stream) - Kuring-gai College of Advance Education ~ Diploma of Financial Services (Financial Planning) - Archer College
 Kerry Ang2012Bachelor of Business - Monash University ~ Graduate Diploma of Financial Planning - Financial Institute of Australasia
 Kevin Barrie Griffin2012Diploma in Financial Services - CPA Australia Ltd
 Kevin Noel Adams1988Certified Financial Planner - RMIT University ~ Diploma of Financial Planning - RMIT University ~ Master of Commerce/Financial Planning - University of Western Sydney
 Kim Michelle Murray2003Advance Diploma of Financial Services (Financial Planning) - FPA ~ CFP Certification Program - FPA
 Kristin Louise Main2012Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology
 Kristopher Meuwissen2012Diploma Financial Planning - Traineeship Management Australia ~ Graduate Diploma of Strategic Leadership - Skills Recognition International ~ Self Managed Superannuation Fund - Mentor Education
 Kristy Morrison2003Certified Financial Planner - Financial Planning Association Australia ~ Diploma of Financial Planning - Financial Planning Association Australia
 Kylie Ann Ravens2017Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education
 Larry Anthony Piscioneri2014Bachelor of Commerce - University of South Australia ~ Diploma of Financial Planning - Kaplan Professional
 Lei Mark Zhang2018Diploma of Financial Planning - Kaplan Professional ~ Master of Practicing Accounting - Monash University
 Lih Jen Khoo2002Advanced 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 Parkinson2007AMP - 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 Turnbull2007Bachelor of Arts (Economics) - London Guildhall ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Lindy Anne Walker1991CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Certificate - SMSF Specialist Adivser - Terra Cordis ~ Diploma - Financial Planning - Royal Melbourne Institute of Technology ~ Fellow of the FPA - FPA
 Lionel Shayne Wootton-mcdonald1988Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA
 Lucille Margaret Harrison2014Diploma of Financial Planning - Monarch Institute ~ Master of Professional Accounting - Deakin University
 Luke Allan Furner2013Advanced 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
 Luke O'donnell2002Diploma in Financial Services - AMP Financial Services
 Lyndon Holland1993Advanced Diploma of Financial Services (Financial Planning - Tribeca ~ Diploma of Financial Services (Finance/Mortgage Broking Management/Insurance Broking - Adcom Training Solutions
 Lynelle Patricia Bower2006Advanced Diploma of Financial Planning - Tribeca
 Lynton Burgemeister1982Advanced Diploma of Financial Planning - Mentor ~ Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Intellitrain Pty Ltd
 Malcolm Smith2005Bachelor 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
 Marie Chelnokova2008Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner - Financial Planning Association
 Mark Adrian Hegney2012Advanced Diploma of Financial Services(Financial Planning) - Kaplan ~ Diploma of Financial Services(Financial Planning) - Finsia ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan
 Mark Andrew Harding1983Certified Financial Planner - FPA ~ Diploma of Financial Planning - International Association for Financial Planning(Australia) ~ Diploma of Superannuation Management - Macquarie University ~ Self Managed Superannuation Funds - Tribeca
 Mark Campbell Opie2006Bachelor of Business Banking and Finance - University of South Australia ~ Graduate Diploma of Financial Planning - FINSIA
 Mark Van Der Ross2000Diploma of Financial Planning - Financial Planning Association
 Martinus Billy Hanafi2007Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Matthew Tadros2010Advanced Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Services (Financial Planning) - Traineeship Management Australia Pty Ltd
 Mehkasha Ansari2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Arts - Macquarie University ~ Diploma of Financial Planning - Kaplan Professional
 Meryl Anne Paull2009Diploma of Financial Services (Financial Planning) - Provided by RG 146 Training Australia/Mentor Education
 Michael Francis Walker2005Diploma of Financial Planning - Deakin University ~ Economic & Accounting Degree - Macquarie University
 Michael Gershkov1992Advanced 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 James Hehir2017Diploma of Financial Planning - Integrity Education Group
 Michael John Stratton2003Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Specialist SMSF Course - University of Adelaide
 Michael Kipling Mazalevskis1991Certified Financial Planning - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional
 Michael Sauer2017Bachelor of Business (Accounting, Banking and Finance) - Monash University ~ Certified Financial Planner - Financial Planning Association of Australia
 Milad Rezaei2014Bachelor of Applied Finance - University of South Australia ~ Self Managed Super Funds - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Milton Shaw2000Bachelor of Arts in Accounting - Institute of Technology of SA ~ CPA Intensive Course in Financial Planning - CPA Australia ~ IPS146 - Integratec
 Mohammed Saheed2006CPA Program Professional Level - CPA ~ Diploma Financial Services (Financial Planning) - Mentor ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Professional Accounting - University of Southern Queensland
 Nady Kerbage2013Diploma of Financial Planning - Mentor ~ Master of Commerce - UNSW
 Natalino Lidestri2010Bachelor of Business (Accounting) - Victoria University ~ Bachelor of Business (Financial Planning) - RMIT ~ Bachelor of Business - La Trobe University ~ Ethics and Professionalism in Financial Advice - Kaplan
 Nathisha Paramasivam2013Bachelor of Commerce - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan
 Neil Andrew Rabbitt2012Bachelor of Commerce - James Cook University ~ Diploma in Financial Planning - CPA Australia
 Nicholas Robert Gyngell2003Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Fellow Chartered Financial Practioner - Association of Financial Advisers ~ Masters of Financial Planning - University of the Sunshine Coast
 Nicholas Zaras2002Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Master of Financial Planning - Kaplan Professional
 Nick Stathopoulos2001Bachelor 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 Logan2018Bachelor of Commerce (Financial Planning) - University of Wollongong
 Nigel Adam Johnston2003Accredited 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 Puri2015Bachelor 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 Forrest2006Certificate 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 Serbest2016Bachelor of Commerce (Financial Planning) - Deakin University ~ Certified Financial Adviser (CFP) - Financial Planning Association of Australia (FPA)
 Owen Griffiths2009Advanced Diploma of Financial Planning - Pinnacle ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Financial Planning - Kaplan
 Pamela Ellen Saunders2003Diploma of Financial Planning - Tribecca (Kaplan)
 Paschal Alexander Leahy2001Diploma Financial Services - Mentor ~ FoFA - Gearing and Margin Lending - Macquarie
 Paul Geoffrey Mercer2004Certificate IV in Financial Services (Finance/Mortgage Broking - The National Finance Institute ~ Certified Financial Planner Education Program - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Diploma of Superannuation Management - Macquarie University
 Paul Kian Kiong Lim1997Advanced Investment Planning - Australian Institute of Financial Studies ~ Diploma of Financial Planning - Financial Planning Association Melbourne ~ Taxation & Superannuation & Retirement Planning - Integratec Compliance
 Paul William Andrew Marshall2003Bachelor of Business (Accounting) - Charles Sturt University
 Paul Yeo2014Certified Financial Planner - Financial Planning Association of Australia ~ Master of Commerce - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional
 Peter John Gialouris2001Bachelor 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 Hehir2017Diploma of Financial Planning - Integrity Education Group ~ MA1769 Ethics for Financial Services (Intensive) - Deakin Business School
 Peter Lewis2014Bachelor of Financial Administration - University of New England ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ RG146 Tier 1 Specialist Margin Lending Course - International Institute of Technology (IIT)
 Peter Robert Banicevic2008Bachelor 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 Eliadis1995Diploma of Financial Planning - RMIT University School of Economics and Finance
 Phillip David Richards2007Bachelor of Commerce (Accounting and Financial Planning) - Curtin University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan
 Prashant Solaiappan Nagarajan2011Advanced 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
 Qadeer Ahmad2008Advanced Diploma of Accounting - Metro College of Technology ~ Advanced Diploma of Financial Planning - Investment Banking Institute ~ Cavendish & ICFS Specialist SMSF Course - Cavendish ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Margin Lending - Mentor Education
 Raymond Hiung Ming Kan2001Bachelor of Commerce - University of Western Sydney ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Applied Finance and Investment - Securities Institute ~ Graduate Diploma of Financial Planning - FINSIA ~ Margin Lending Skills Accreditation - Western Sydney University
 Richard Bruce Cameron2013Accredited 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 Kerkmez1986Diploma 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 Yap1995Bachelor of Arts in Accountancy - Whyalla, South Australian Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan
 Robert James Laurie2012Bachelor of Business Major in Computer Software Development - University of Southern Queensland ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Robert James Ross2005Certified 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 John Grafton2018Bachelor of Business - University of Tasmania ~ Diploma of Financial Planning - Monarch Institute
 Robert Rich2016ADFP - Monarch Institute ~ Bachelor of Business (ACC & MKG) - Swinburne University ~ Certified Financial Planner - FPA ~ DFP - Monarch Institute
 Robertus Jacobus Bronts1998Diploma of Financial Planning (FNS50611) - Kaplan Professional
 Rodney Lumsden2004ASX 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
 Rokibul Islam2009Bachelor 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 Chou2010Advanced 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 Zemlinsky2012Advanced 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 Scalley1994Associate of Institute of Actuaries Australia - Actuaries Institute ~ Bachelor of Arts - Macquarie University ~ Certificate in Finance & Investment - Actuaries Institute ~ Certified Financial Planner - FPA
 Ruby Ranvir Singh Aujla2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business and Commerce (Marketing) - University of Western Sydney ~ Diploma of Financial Planning - Kaplan Professional
 Russell Mcdonald1999Diploma Business Studies - Ballarat College of Advanced Education ~ Graduate Diploma Business Administation - Ballarat College of Advanced Education
 Ryan Braund2017Bachelor of Accounting - La Trobe University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Ryan Carl Walker2009Bachelor of Commerce - University of Wollongong ~ Certified Financial Planning - Financial Planning Association of Australia ~ Master of Applied Finance - Charles Sturt University
 Sahil Dogra2012Diploma of Financial Services (Financial Planning) - Kaplan ~ Master of Business Administration / Master of Commerce - Deakin University
 Sally Jane Curtis2005Advanced 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 Woodhouse2013Bachelor of Commerce (Financial Planning) - Deakin University ~ Certificate IV in Finance and Mortgage Broking - International Institute of Technology ~ Self Managed Superannuation Funds - Kaplan Professional
 Samuel Hoffmann Kunrath2012Chartered 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
 Sanjay Silvester D'souza2012Advanced 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 Sharma2012Certificate 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
 Scott Hernadi2009Advanced 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 Chapman1997Bachelor of Social Science - University of New South Wales ~ Diploma of Financial Planning - Deakin University
 Shane Phillip Dwyer2012Advanced 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 Mcconnell2007Diploma of Financial Markets - Financial Services Institute of Australia ~ Diploma of Financial Services - Menor Education
 Shaun O'keefe2014Diploma of Financial Services (Financial Planning) - Kaplan ~ Tax (Financial) Adviser - Tax Practitioners Board
 Sheshan Wickramage2018Bachelor of Commerce (Financial Planning) - Deakin University ~ Diploma of Financial Planning - Monarch Institute ~ Foundations Of Financial Planning - Kaplan Professional
 Shireen Rosemarie Diez2008Bachelor of Commerce - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Shweta Mittal2012Bachelor of Business(Accounting) - Victoria University ~ Certificate IV in Finance and Mortgage Broking - Kaplan ~ Diploma in Financial Planning - Kaplan
 Simon Philip Tenner2010Diploma of Financial Services (Financial Planning) - Mentor Education Group
 Stephen Dykes1989Diploma of Financial Planning - Financial Planning Association
 Stephen George Nikolovski2018Bachelor of Commerce (Accountancy and Finance) - University of Wollongong ~ Diploma Financial Planning FNS50615 - Kaplan Australia ~ Graduate Diploma of Chartered Accounting - Institute of Chartered Accountants in Australia
 Stephen James1999Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning - FPA ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - Knowledge & Skills - Kaplan Professional
 Steven James Ellis2018Bachelor of Business - Victoria University ~ Certified Practising Accountant (CPA) - CPA Australia ~ Diploma of Financial Planning - Monarch Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Sudarshan Kumar Gupta2011Bachelor of Commerce - Punjab University, India ~ Diploma Of Financial Services (Finance/Mortgage Broking Management) - Kaplan ~ Diploma in Financial Planning - Kaplan
 Suganesh Kumar Kumanan2017Bachelor of Commerce (Majoring in Finance, Accounting and Financial Planning) - Deakin University
 Susan Wong2008Certified Financial Planner & LRS - FPA Austrlaia
 Tanya Smallcombe2009Bachelor of Business (Accounting) - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 Teagan Louise Pope2017Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Services - Integrity Education Group
 Terrence John Chudleigh2000Advanced Diploma of Financial Services (Financial Planning) - Integratec ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Margin Lending and Geared Investments - Kaplan Professional
 Thomas Hancock2012Certificate IV in Finance & Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Thomas Hurst2012Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - International Institute of Technology ~ SMSFFNS - Principles of Self Managed Superannuation Funds - International Institute of Technology
 Timothy Malcolm Cotton2011Advanced 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
 Timothy Paul Munro2001Bachelor of Business (Accountancy) - Queensland University of Technology ~ Margin Lending and Geared Investments - Kaplan Professional
 Tony Khoury2000Certified Financial Planner - Financial Planning Association
 Tracey Ann Hunter2008Bachelor of Business and Commerce specialising in Accounting - Monash University ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Graduate Diploma of Accounting - Institute of Chartered Accountants ~ SMSF Specialisation Course - University of NSW
 Tristen Graham Cosgrove1996Bachelor 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
 Van Trinh2013Advanced 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 Bocarro1996Bachelor of Science - University of Mumbai (India) ~ Diploma of Financial Planning - Deakin University ~ Margin Lending & Geared Investment - Kaplan ~ Self Managed Super Funds - Kaplan
 Warwick James Bragg2006Bachelor 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
 Wayne William Lennan1990Advanced Diploma of Financial Planning - Mentor Education
 Wesley Munro Hall2014Graduate Diploma in Financial Planning - Securities Institute
 William Pugh2003Bachelor 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 Tomac2000Bachelor of Arts (Majors Economics & Law) - Sydney University ~ Diploma of Financial Planning - Deakin University
 Wilson Kim Ling Wong2002Wealth Accountants Introductory Course - Count Wealth Accountants
 Wing Ling Lau2005Advanced 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 Wang2017Diploma 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 LU2004Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology
 Yiren WU2018Diploma of Financial Planning - International Institute of Technology
 Yong Sing Tan2013Bachelor 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
 York AU2008Bachelor of Commerce (Honours) - University of Melbourne ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Yue Huang2018Diploma 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