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Lonsdale Financial Group Limited

AFS License Number
246934
Name
Lonsdale Financial Group Limited
ABN/ACN/ARBN
76006637225
Licensee issued
March 1, 2004
Address
Melbourne, 3000, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
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:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
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;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Alexander Benjamin Buchanan2003Bachelor of Business - Victoria University of Technology ~ Diploma of Financial Planning - FPA ~ Graduate Diploma in Applied Finance and Investment - Securities Institute
 Amanda Louise Rafferty2015Bachelor of Commerce - Deakin University
 Anthony John Bedworth2005Bachelor of Business (Accounting) - Deakin University/ Financial Planning Association ~ Financial Planning Specialist - CPA ~ Graduate Diploma of Financial Planning - Securities Institute of Australia ~ Public Practice Certificate - CPA ~ Self Managed Superannuation Fund Auditor - Australian Securities & Investments Commission
 Benjamin John Hall2000Bachelor of Business (Banking & Finance) - University of South Australia ~ Diploma in Financial Services - Deakin Financial Planning Pty Ltd ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Financial Services Essentials - Deakin Financial Planning Pty Ltd ~ Self Managed Superannuation Funds - Kaplan Professional
 Benjamin Mark Douglass2015Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - The University of Notre Dame Australia ~ Chartered Accountant - Chartered Accountants Australia and New Zealand ~ Diploma of Financial Planning - Kaplan
 Bernadette Anne Attwood2018Diploma of Financial Services (Financial Planning) - ASFA ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Certificate in Financial Planning - Kaplan ~ Graduate Certificate in Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
 Blair Curtis2015Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Accounting/Finance - Charles Sturt University ~ Diploma of Financial Planning - Monarch Institute
 Bradley Robert Williams2014Bachelor of Business (Human Resource Management) - University of Southern Cross ~ Diploma of Financial Planning FNS50611 - Kaplan Australia ~ Graduate Diploma of Financial Planning - Finsia ~ Margin Lending - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Bronwyn Coy2012Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ SMSF Accreditation - Kaplan
 Bruno Tjelder2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Business (International Business) - Queensland University of Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Bryce Jonathan Collins1999Bachelor of Business - Swinburne Institute of Technology ~ Certified Financial Planner - Deakin University/ Financial Planning Association ~ Diploma of Financial Planning - Deakin University/ Financial Planning Association
 Cathryn Amanda Walley2016Bachelor of Commerce - Deakin University ~ Diploma of Financial Services - Pinnacle ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma - ICAA ~ SMSF Specialist Advisor - SMSF Association
 Christopher Allan Rehbein2010Advanced Diploma of Financial Services(Financial Planning) - Kaplan Professional Education ~ Bachelor of Financial Planning - CQU Rockhampton
 Craig Alexander Stobbie2007Advanced Diploma of Financial Services (Financial Planning) - Australia & New Zealand Institute of Insurance & Finance ~ Bachelor of Arts - University of Western Australia ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Damon Paul Zischke2018Bachelor of Commerce (Accounting) - University of Southern Queensland ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Kaplan ~ Self-Managed Superannuation Funds - Kaplan
 Darren Randall Matthew2004Bachelor of Applied Science (Medical Laboratory Science) - Charles Sturt University ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Financial Planning - Griffith University ~ Self Managed Superannuation Funds - Mentor Education
 David Guy1999Certificate in Applied Self-Managed Super Fund Advice - Australia Executor Trustees ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ DPML Margin Lending - Pinnacle ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan
 David Kerrison Rogers1990Certified Financial Planner - Deakin University/ Financial Planning Association ~ Diploma of Financial Planning - Deakin University/ Financial Planning Association ~ Estate Planning - University of Technology Sydney ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF Specialist - Strategist Group
 David Michael O'callaghan1994Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Master of Business Administration - Australian Institute of Business ~ Master of Personal Financial Planning - Unversity of Southern Queensland
 David Stephen Dodgshun2018Accountants Self Managed Superannuation Funds Package - Kaplan ~ Bachelor of Business (Information Systems) - Swinburne University ~ Bachelor of Business - Swinburne University ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Chartered Accounting (GradDipCA) - The Institute of Chartered Accountants in Australia
 David Sydney Hyde1997Bachelor of Commerce - UNSW ~ Diploma of Financial Planning - Deakin University/ Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Applied Finance & Investment - Financial Services Institute of Australasia
 Denis James Heenan2004Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association
 Dimosthenis Fessopoulos2009Graduate Certificate in Financial Planning - Kaplan Professional ~ Graduate Diploma of Applied Finance (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan
 Duncan Francis Smith1986Certified Practising Accountant - CPA ~ Diploma in Business (Accounting) - GIAE ~ Self Managed Superannuation Funds - Kaplan Professional
 Eileen Luu2010Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Economics - University of Sydney ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Emma Kate Pittman2018Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Financial Planning - Central Queensland University ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Emma Louise Brooke2008Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending - Kaplan ~ Specialist SMSF - University of Adelaide
 Erryn Louise Langley2018Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds Accreditation - Kaplan
 Flor DE Maria Rivera2015Advanced Diploma Of Financial Planning - Kaplan Professional ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma Of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Gavin Martin2004Advanced Diploma of Financial Services (Financial Planning) - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan
 George Francis Lapere Wright1989Bachelor of Commerce - University of South Australia ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Financial Planning - Griffith University ~ Self Managed Superannuation Funds - Mentor Education
 Glen Charles Jarvis2003Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Certified Financial Planner - Financial Planning Association ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Grant Dennis Carson2006Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Commerce - The University of New England ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Greg Baker1994Bachelor of Applied Science - Bendigo College of Advanced Education ~ Diploma of Financial Planning - International Institute of Technology ~ Graduate Diploma of Education - Bendigo College of Advanced Education ~ Margin Lending - Stockbroker's Association of Australia ~ Self Managed Super Funds - Kaplan Professional
 Greg Layton1990Advanced Strategies for Self-Managed Superannuation - GWM Adviser Services ~ RG146 compliant in Financial Planning, Investment Planning, Retirement Planning, Life Insurance - FPA ~ SMSF Specialist Advisor Accreditation - SPAA - SMSF Association
 Gregory Cameron Moore1996ASX Listed Product Accreditation Course - Financial Planning Association ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association ~ Self Managed Superannuation Funds - Kaplan Professional
 Hayden Loxton2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Int'l Business - Flinders University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Education
 Heather Margaret Mccarthy1997Bachelor of Business - Monash University ~ CPA - Australian Society of CPAS ~ Certified Financial Planner - Deakin University/ Financial Planning Association ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Ian Robert Dodgshun1992Certified Financial Planner - Financial Planning Association ~ Diploma of Business (Accounting) - Bendigo College of Advanced Education ~ Financial Planning Certificate - CPA ~ SMSF Specialist Advisor - SMSF Association ~ Self Managed Superannuation Fund accreditation - Tribeca
 James Kenneth Graham1999Advanced Diploma of Financial Services (Financial Planning) - Tribeca Australia ~ Diploma of Financial Services (Financial Planning) - Tribeca Australia ~ Self Managed Superannuation Funds - Kaplan Professional Education
 James Lyster Harris2000Bachelor of Business (Accounting) - University of Central Queensland ~ Certified Financial Planner - Financial Planning Association ~ Certified Practicing Accountant - CPA ~ Diploma of Financial Planning - Financial Planning Association ~ Financial Planning Specialist - CPA
 John Michael Moran1999Bachelor of Commerce (Accounting) - La Trobe University ~ Certified Financial Planner CFP - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Kaplan Professional
 John Nicolis2013Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Arts - Monash University ~ Diploma of Financial Services (Financial Planning) - Mentor Education
 Joshua Gary Howard2007Advanced Diploma of Business (International business) - Swinburne University of Technology ~ Advanced Diploma of Financial Services - Pinnacle Financial Services Academy ~ Diploma of Financial Services - Dover
 Justin Kevin Kerkham2002Bachelor of Business (Financial Planning) - RMIT University ~ Certified Financial Planner - Financial Planning Association ~ Masters of Applied Finance - Macquarie University ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Kerry Mcdonald1996Bachelor of Business (Accounting) - Swinburne ~ Certified Financial Planner - Financial Planning Association ~ Financial Planning Certificate - CPA ~ Self Managed Superannuation Fund accreditation - Tribeca
 Lauren Abela2008Bachelor of Commerce - Monash University ~ Certified Financial Planner - Financial Planning Association ~ Graduate Certificate Financial Planning - FINSIA ~ Margin Lending and Geared Investments - Kaplan ~ Specialist SMSF Course - University of Adelaide
 Lorraine Louise Shimizu2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Arts in Japanese - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Mario Boudewyn2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ DFS - TAFE ~ SMSF accreditation - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Mark Bezemer2007928S Margin Lending - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Business (Marketing) - Monash University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Mark Christopher Rice2014Bachelor of Commerse - The University of Adelaide ~ Diploma of Financial Planning - FPA ~ Graduate Diploma in Applied Finance and Investment - The Securities Institute of Australia ~ Professional Diploma of Stockbroking - Deakin Prime ~ Securities & Derivatives Industry Association Accreditation Program - Deakin University
 Mark Gregory Adamson2013Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Science - University of Melbourne ~ Master of Business Administration - University of Melbourne ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Martin John Dobson1999ASX Listed Products Accreditation Course - LPAC Online ~ Associate Financial Planner - University of NSW ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Martin Joseph Bull1990CA - Financial Planning Specialist - Institute of Chartered Accountants ~ Certified Financial Planner - Financial Planning Association ~ Chartered Accountant - Institute of Chartered Accountants ~ Diploma of Financial Planning - Deakin University/ Financial Planning Association
 Matthew Brooks0Graduate Diploma of Financial Planning - Kaplan Professional
 Matthew Carter2008Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - ANZIIF ~ Graduate Diploma of Financial Planning - Kaplan
 Matthew John Accardi2018Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business and Commerce - Monash University ~ Certified Practicing Accountant Program - CPA Australia ~ Self Managed Superannuation Funds - Kaplan
 Matthew Mcinerney2008Bachelor of Business - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Self Managed Superannuation Funds - Mentor Education
 Matthew Paul Grapsas2001Bachelor of Commerce - Deakin University/ Financial Planning Association ~ Certified Financial Planner - Financial Planning Association ~ Certified Practicing Accountant - CPA ~ Graduate Diploma of Applied Finance & Investment - Securities Institute of Australia
 Melissa Robertson2017Bachelor of Business (Accounting) - La Trobe University, Bendigo ~ Diploma of Financial Planning - Kaplan Professional ~ SMSF Specialist Advisor - SMSF Association ~ Tier 1 Margin Lending- Personal Advice - Kaplan Professional
 Michael Poulton2003Bachelor of Business - Ballarat University College ~ Certified Practising Accountant - CPA Australia ~ Financial Planning Specialist - CPA Australia ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Tribeca
 Michael Timothy Kennedy2002Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Master of Financial Planning - University of Sunshine Coast ~ SMSF Specialist Advisor - SMSF Association
 Michelle Louise Christensen2008Advanced Diploma of Financial Services (Financial Planning) - MLC Advice Education ~ Diploma of Financial Services - Financial Planning - AdviserCampus 360 ~ Ethics and Professionalism in Financial Advice - Kaplan
 Mitchell Harrison2021Bachelor of Commerce (Financial Planning) - Deakin University ~ Bachelor of Laws (Honours) - Deakin University ~ MAA769 Ethics for Financial Services - Deakin Business School ~ Master of Financial Planning - Deakin University
 Nicole Gauci1998Bachelor of Accounting - University of South Australia ~ Certificate IV Mortgage Broking - Intellitrain ~ Diploma in Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan
 Patrick Aquinas Williams2007Bachelor of Business (Accounting) - Charles Sturt University ~ Graduate Diploma of Financial Planning - Kaplan Professional Education
 Patrick Gerard Duffy2009Bachelor of Business (Finance) - University of Technology Sydney (UTS) ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Master of Commerce (Financial Planning) - University of Western Sydney (UWS) ~ Self Managed Superannuation Fund - Kaplan Professional
 Paul Anthony Booth2012Bachelor of Business - University of Technology, Sydney ~ Chartered Accountant - Institute of Chartered Accountants ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ SMSF Specialist Advisor - SMSF Association
 Paul John Clements2006Bachelor of Commerce - University of Melbourne ~ Graduate Certificate in Financial Planning - FINSIA Education (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional ~ Tier1: (923) Securities - Kaplan Professional
 Peter Gurney Fry1990CA Financial Planning Specialist - Institute of Chartered Accountants ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Business ( Accounting ) - Swinburne College of Technology
 Peter Robert Bugden1982Chartered Accountant - Financial Planning Specialist - Institute of Chartered Accountants ~ Integratec RG146 Accreditation - Integratec
 Peter Tyson2008Accredited Derivatives Adviser (Level II) - Kaplan ~ Bachelor of Finance (International) - University of Adelaide ~ RG146 Managed Investments, Securities, Generic Knowledge, Financial Planning, Life Insurance - Kaplan ~ RG146 Superannuation, Self Managed Superannuation Funds, Margin Lending - Financial Education Professionals
 Pinchas Chaim Lebovits2016Advanced Diploma Of Financial Planning - Mentor Education ~ Bachelor of Business (Accounting) - Monash University ~ Bachelor of Business (Banking and Finance) - Monash University ~ Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Fund Advisor (Personal Advice) - Mentor Education
 Ryan Matthews2018Bachelor of Business (Professional Accounting) - University of New England ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 SI MA Chanh Tran2018Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Business (Banking and Finance) - Victoria University ~ Diploma of Financial Planning - Mentor Education
 Sandy Mei-ching Wong2010Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Music - University of Melbourne ~ Margin Lending Accreditation Program - Stockbrokers Association of Australia ~ SMSF Specialist Advisor - SMSF Association
 Sarah Jane Carter1990Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Economics - University of Sydney ~ Diploma of Financial Planning - Financial Planning Association ~ Diploma of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan
 Sascha Krummrey1992Advanced Diploma of Financial Planning - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Financial Planning Diploma - Institute Life Pensions Association - South Africa ~ Self Managed Superannuation Fund - Tribeca
 Simon Anthony Flowers2012Bachelor of Business (Accounting) - Deakin University/ Financial Planning Association ~ Certified Public Accountant - CPA ~ Diploma of Financial Planning - Kaplan ~ Diploma of Superannuation Management - ASFA/Macquarie University ~ Masters of Tax - University of Melbourne
 Stephen Crowe2000Bachelor of Commerce - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Stephen John Barratt2002Certificate in Applied Self Managed Super Fund Advice - Australian Executor Trustees ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association
 Stephen John Mamouney1993Bachelor of Economics - The University of Sydney ~ Certified Financial Planner - Financial Planning Association ~ Chartered Accountants Program - Institute of Chartered Accountants ~ Graduate Diploma in Applied Finance and Investment - Securities Institute of Australia
 Stephen John Mason1989Bachelor of Business - NSW Institute of Technology ~ Financial Plan Construction (DFP8) - Deakin University/ Financial Planning Association ~ Financial Planning Certificate - CPA
 Stephen Walker1993Graduate Diploma in Applied Finance and Investment - FINSIA ~ Graduate Diploma of Financial Planning - FINSIA ~ Master of Accountancy - Charles Sturt University ~ SMSF Specialist Adviser - SMSF Association
 Steven Crescitelli2002Bachelor of Economics - University of Adelaide ~ Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) - Pinnacle ~ RG146 Margin Lending Facilities - Financial Education Professionals ~ Self Managed Superannuation Funds - Kaplan
 Susan Langley2002Advanced Diploma of Financial Services (Financial Planning) - AMP Financial Services ~ Certified Financial Planner - Financial Planning Association ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Tenneayle Maree Kinnear2014Diploma of Financial Planning - Kaplan Professional Education ~ Estate Planning - Kaplan Professional Education ~ Securities & Managed Investments - Kaplan Professional Education ~ Taxation Fundamentals - Kaplan Professional Education
 Terry James Hargreaves1997Certified Financial Planner - Financial Planning Association ~ Chartered Accountant - Financial Planning Specialist - Institute of Chartered Accountants
 Thilini Ishara Ratnayake2015Bachelor of Commerce (Accounting, Finance and Financial Planning) - Deakin University ~ Graduate Certificate of Financial Planning - Charles Sturt University
 Timothy Adams1997Bachelor of Business(Property Valuations) - RMIT University. ~ CPA Accountant - Australian Society of CPAs ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association ~ Self Managed Superannuation Fund Specialist Adviser - SMSF Association
 Tonina Ciarrocchi2001Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Advising - Securities Institute of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Tribeca
 Tyson Daniel Marangon2018Bachelor of Commerce - University of South Australia ~ Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Varun Tushar Sarup2013Bachelor of Commerce (Applied Economics & Finance) - University of Ballarat ~ Diploma Margin Lending - Pinnacle Financial Services ~ Diploma of Financial Planning - Mentor Education ~ TASA and the TPB Code of Professional Conduct - Kaplan
 Zachary James Mcarthur1998Australian Institute of Company Directors - Australian Institute of Company Directors ~ Bachelor of Commerce - The University of Tasmania ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University, FPA ~ Margin Lending and Geared Investments - Kaplan Professional
 Zachary Kane Trinnick2012Bachelor of Commerce - Australian National University ~ Bachelor of Economics - Australian National University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Chartered Financial Analyst - CFA Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education