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Merit Wealth Pty ltd

AFS License Number
409361
Name
Merit Wealth Pty ltd
ABN/ACN/ARBN
89125557002
Licensee issued
Dec. 13, 2011
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 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;
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;
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
 Abeer Mehra2018Bachelor of Commerce (Accounting) - Macquarie University ~ Graduate Diploma of Chartered Accounting - Chartered Accountants ~ SMSF Specialisation Course - UNSW
 Adam Laughlin2018Bachelor of Business in Accounting - La Trobe University ~ Graduate Diploma of Chartered Accounting (GradDipCA) - The Institute of Chartered Accounting in Australia ~ RG146 - Superannuation and Self Managed Superannuation Funds - Pinnacle
 Adam Paul King2017Certificate IV in Accounting - TAFE NSW ~ Diploma of Accounting - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute
 Adam Robert Barassi2016ASIC RG146 Self Managed Superannuation Funds - Financial Education Professionals ~ Diploma of Financial Planning - Financial Planning Association of Australia
 Adrian Grilli2018Bachelor of Business - Swinburne University ~ RG146 - Super & SMSF - Financial Education Professionals
 Adrian Stewart Wardlaw2016Diploma of Financial Planning - Monarch Institute
 Alan Birchard2003Accredited Aged Care Professional - Aged Care Steps ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Alan Ross Spicer2016ASIC RG146 Generic Knowledge and Skills - Financial Planning Association of Australia ~ SMSF Specialist Advisor Accreditation Program - SMSF Association
 Alexandros Vovos2018Bachelor of Business (Accounting) - Victoria University ~ RG146- Super & SMSF Package - Financial Education Professionals
 Amie Michelle Dunn2008Bachelor of Commerce - Macquarie University ~ Chartered Accountants Program - Graduate Diploma - Institute of Chartered Accountants Australia ~ Superannuation and SMSFs - Kaplan Professional ~ TASA and TPB Code of Professional Conduct - Kaplan
 Amir Ishak2018Bachelor of Commerce (Accounting) - Ain Shams University ~ RG146 - Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Andre Kingon2017ASIC RG146 Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Diploma of Financial Services - The Carlyle Institute
 Andrew Elias2017Bachelor of Business (Accounting) - University of Western Sydney ~ Diploma of Financial Planning - International Institute of Technology
 Andrew Geoffrey Malcom Mcdonald2016Bachelor of Commerce in Banking & Finance - University of Canberra ~ Graduate Certificate in Financial Planning - Securities Institute ~ SMSF Specialisation Course - UNSW
 Andrew James Taylor1999Advanced Diploma - Financial Planning - ThreeSixty Adviser Campus ~ Bachelor Degree - Commerce - The University of Newcastle ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Financial Planning Association of Australia ~ Provide Advice in Margin Lending - MLC
 Andrew Robert Duncan2017ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Business (Multidiscipline) - Monash University ~ Master of Taxation - Monash University
 Andrew Thomas Mctaggart2017ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Pinnacle
 Angela Kay Stephens-kinch2016Advanced Taxation and Superannuation - Pinnacle ~ Bachelor of Commerce (Qualification) - University of Newcastle ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ SMSF Specialist Course - SMSF Association
 Angelo Cazouris2018Bachelor of Business (Accounting) - Macarthur Institute of Higher Education ~ RG146 - Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Anna Odessa Little2018Bachelor of Business (Accounting) - Southern Cross University ~ RG146 - Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Anthony Ciarroni2016Bachelor of Business with Credit - University of Technology, Sydney ~ Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Anthony Joseph Hawkins2013Diploma of Financial Planning - Kaplan ~ Post Graduate Diploma in Financial Services Management - MGSM ~ RG146 Generic Knowledge - The Westpac Group ~ RG146 Life Insurance - The Westpac Group ~ RG146 Superannuation - The Westpac Group
 Anthony Kenneth Smith1990Bachelor of Business - Brisbane College of Advanced Education ~ Diploma of Financial Planning - Deakin University ~ Graduate Diploma (Advanced Accounting) - QUT ~ RG146 - Superannuation and Self Managed Superannuation Funds - Pinnacle
 Belinda Gloria Jones2016ASIC RG146 - Generic Knowledge, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Business - University of Technology
 Belinda Louise Eldridge2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Commerce - The University of Queensland ~ Bachelor of Laws - The University of Queensland
 Benjamin John Cheetham2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Financial Administration - The University of New England
 Bradley Nicholas Sheaves2018Bachelor of Business - University of Technology Sydney ~ Graduate Diploma of Chartered Accounting - Chartered Accountants ~ RG146 - Super. SMSF & Deposit Products Package - Financial Education Professionals
 Brendan Robert Harris2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Associate Diploma of Business (Accounting) - Gordon Technical College ~ Bachelor of Commerce - Deakin University
 Brenden Yantsch2014Bachelor of Commerce - University of Queensland ~ Diploma of Financial Planning - International Institute of Technology ~ Master of Commerce - University of Queensland
 Brent Alexander Kirchner2017Advising in SMSFs - CPA ~ Bachelor of Commerce - Deakin University ~ Diploma of Financial Services (Financial Planning) - CPA Australia
 Brett John Angus2017ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Brett Johnson2018Accountants Financial Planning - KAPLAN ~ Bachelor of Accounting - University of South Australia ~ CPA Public Practice - CPA Australia ~ RG146- Super & SMSF - Financial Education Professionals
 Brigette Anne Liddelow2016Diploma of Financial Planning - CPA Australia
 Cally Elizabeth Woodhouse2016Accountants SMSF Package - Kaplan ~ Bachelor of Business - UTS Sydney ~ Diploma of Financial Planning - Integrity Education Group ~ SOA: PIP, PSR, SMSF, ML - Integrity Education Centre
 Cameron Dean Barber2016Bachelor of Business (Accountancy) - QUT ~ Graduate Diploma (ICAA) - The Institute of Chartered Accountants in Australia ~ Master of Taxation - The University of New South Wales ~ RG146 - Superannuation and Self Managed Superannuation Funds - Pinnacle
 Cameron Klupfel2018Master of Professional Accounting - University of Southern Queensland ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education ~ Superannuation Adviser (Personal Advice) - Mentor Education
 Campbell Liggins2018Bachelor of Commerce - The University of Auckland ~ Graduate Diploma in Accounting - Monash University ~ Graduate Diploma of Chartered Accounting (GradDipCA) - The Institute of Chartered Accountants in Australia ~ RG146 - Superannuation and SMSF - Financial Education Professionals
 Carla Eade2018Bachelor of Business Studies - Charles Sturt University ~ Graduate Certificate in Financial Planning - Charles Sturt University
 Catherine Jane Hughes2018RG146 - Super, SMSF & Deposit Products Package - Financial Education Professionals
 Catherine Marie Maguire2016Bachelor of Commerce - University of South Australia ~ Graduate Diploma of Financial Planning - Kaplan ~ SPAA SSA Examination - The University of Adelaide International Centre For Financial Services
 Catriona Jane Rogers2015Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Funds - Mentor Education
 Cedomir Mick Jesic2018Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business - University of Technology Sydney ~ Self Managed Superannuation Funds - Kaplan
 Chen Wang Gaul2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Financial Administration - The University of New England ~ Master of Applied Taxation - The University of New South Wales
 Christopher Burge2005Bachelor of Arts - Macquarie University ~ Bachelor of Arts - Macquarie University ~ Certified Financial Planner - Deakin University ~ Certified Financial Planner - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Specialist SMSF Course - University of Adelaide ~ Specialist SMSF Course - University of Adelaide
 Christopher Malcolm Bristow Hughes2016Bachelor of Business (Finance & Banking) - Southern Cross University ~ Personal Financial Planning and Superannuation - CPA Australia ~ SMSF Specialisation Course - UNSW Australia
 Damien Barker1999Diploma - Financial Planning - Deakin University
 Daniel Robert Uden2016Accountants Self-Managed Superannuation Funds - Kaplan ~ Bachelor of Business (Accounting) - Charles Sturt University
 Daniel Thomas Hedges2015Bachrlor of Business - Kuring-Gai College ~ Diploma of Financial Planning - AAMC Training Group ~ Master of Management - Macquarie University
 Darren Howard1996Bachelor of Arts (Economics / Economic History) - University of New South Wales ~ Bachelor of Arts (Economics / Economic History) - University of New South Wales ~ Graduate Diploma of Applied Finance and Investment - Securities Institute Education ~ Graduate Diploma of Applied Finance and Investment - Securities Institute of Australia ~ Graduate Diploma of Financial Planning - Securities Institute of Australia ~ Graduate Diploma of Financial Planning - Securities Institute of Australia ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Darren Jennings2017Bachelor of Business - Victoria University ~ CA SMSF Specialist Accreditation Course - Chartered Accountants ~ FNS10 - RG146 Superannuation - Terra Cordis
 Darren John Crofts2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Business (Accounting) - Edith Cowan University
 Darren O'brien2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Pinnacle ~ Bachelor of Business (Accounting) - University of Western Sydney ~ Master in Tax Law - University of Sydney
 David James Mcdonald2016Bachelor of Commerce - Monash University ~ Diploma of Financial Planning - Mentor Education ~ SMSF - Mentor Education
 David James Ohlmeyer2018Advanced Diploma of Accounting - The Carlyle Institute ~ Diploma of Financial Services - The Carlyle Institute ~ Public Practice Workshop - ATMA ~ RG146 - Self Managed Superannuation Funds - Financial Education Professionals
 David John Shaw2016Bachelor of Business With Credit - University of Technology Sydney ~ Economic and Legal Context for Financial Planning - Kaplan ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Superannuation & SMSF - Pinnacle Financial Services Academy
 David Robert Barker2016Diploma of Financial Planning - Kaplan ~ SMSF Specialisation Course - Institute of Chartered Accountants
 Dayuan Wang2017Advising in SMSFs - CPA Australia ~ Bachelor of Business - Victoria University ~ Superannuation - CPA Australia
 Dean Andrew Murphy2018Bachelor of Business - La Trobe University ~ CPA Program - CPA ~ RG146- Super & SMSF - Financial Education Professionals
 Debbie Katherine Wessling2016Bachelor of Business - Central Queensland University ~ Certified Practising Accountant - CPA Australia ~ RG146 Financial Service Training Package - Terra Cordis
 Denis Karlusic2012ASIC RG146-GK, Skills, Superannuation and SMSF - AAMC ~ Bachelor of Commerce (Accounting) - Macquarie University
 Dianne Austin2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Porfessionals
 Domenic Anthony Macri2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Donna Van Kleef2016FNS50611 - Diploma of Fiancial Planning - CPA Australia ~ Self Managed Superannuation Funds - Financial Education Professionals ~ Superannuation - Financial Education Professionals
 Duncan Donald Mcgregor2018Bachelor of Business - Queensland University of Technology ~ CPA Program - CPA Australia ~ Diploma of Financial Planning - CPA Australia ~ Master of professional Accounting - University of Southern Queensland ~ SPAA SMSF Specialist Advisor - The University of Adelaide
 Elizabeth Grazebrook2008Diploma of Financial Services FNB50199 - Dover Financial Training Pty Ltd ~ Diploma of Financial Services FNS50104 (Insurance) - Dover Financial Training Pty Ltd ~ Graduate Diploma in Accounting - Monash University ~ RG146 - Self Managed Superannuation Funds - Financial Education Professionals
 Eng Sivieng1999Advanced Diploma of Financial Services - CPA ~ Bachelor of Economics - Macquarie University ~ Certified Practising Accountant - CPA ~ Self Managed Super Funds Adviser Course - SMSF ~ The Institute of Chartered Accountants Professional - CPA
 Erin Therese Roughley2016Bachelor of Business (Accounting) - Charles Sturt University ~ Diploma of Financial Planning - Kaplan Professional
 Evan Leslie Bulmer2017Bachelor of Arts (Accountancy) - University of South Australia ~ Diploma of Financial Planning - Kaplan Professional ~ Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Felicia Jamieson2017Bachelor of Business with Credit - University of Technology, Sydney ~ Diploma of Financial Services (Financial Planning) - Mentor Education Group ~ RG146 - Superannuation and Self Managed Superannuation Funds - Pinnacle
 Fiona Gaye Jeff2016Advanced Diploma in Accounting - TAFE NSW ~ Bachelor of Financial Administration - The University of New England ~ Diploma of Financial Planning - Pinnacle
 Frances Marion Grace2011Advanced Certificate in Accounting(Manual Systems) Stage 1 - Box Hill TAFE ~ Advanced Diploma of Accounting - The Carlyle Institute Pty Ltd ~ Apply Legal Principles in Commercial & Property Law - TAFE SA ~ Diploma of Financial Planning - The Carlyle Institute Pty Ltd ~ SMSF Core Course - DBA Network Pty Ltd
 Gareth David Mcnamara2012Diploma of Financial Planning - International Institute of Technology ~ QFA Diploma - Life Insurance Association Ireland ~ Self Managed Superannuation Funds - Kaplan
 Gareth Maxwell Hunt2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Business (Accounting) - Ballarat University College
 Garry James Anderson2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Garvin John Brown2017Accountants Self Managed Superannuation Funds Package - Kaplan ~ Bachelor of Business - Accountancy - Queensland University of Technology
 Gary Reginald Morcombe2015Diploma of Business - RMIT University ~ Financial Planning - Kaplan ~ SMSF Specialist - UNSW
 Gavin James Teiffel2018Advanced Certificate in Accounting - Box Hill Institute ~ Advanced Diploma of Accounting - Carlyle Institute ~ RG146 - Diploma of Financial Services - Carlyle Institute
 Gavin Mervyn Smith2016Bachelor of Business - Curtin University of Technology Perth Western Australia ~ Certified Practising Accountant - Certified Practising Accountants ~ RG146 - AAMC Training Group
 Geoffrey John Gartly2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Kaplan ~ Bachelor of Business (Accounting) - Chisholm Institute of Technology ~ CA SMSF Accreditation Course - UNSW
 Geoffrey Tulett2018Bachelor of Business Analysis (Accounting) - University of Waikato ~ CPA Program - CPA Australia ~ RG146 - Super, SMSF & Deposit Products package - Financial Education Professionals
 George Dermentzis2005AXA FAN SMSF Accreditation Course - AXA ~ Bachelor of Commerce - The University of Melbourne ~ Chartered Accountant - Chartered Accountants Australia & New Zealand ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Direct Shares Course - AXA
 George Pallikaris2017ASIC RG146 Margin Lending, Managed Investments, Superannuation, Securities and Financial Risk - Integrity Education Group ~ Bachelor of Economics - Monash University ~ Bachelor of Laws - The University of Adelaide ~ Diploma of Financial Planning - Integrity Education Group ~ SMSF Specialist Advisor - Self Managed Super Fund Association
 Gregory Allan Richards2018Bachelor of Business - University of Technology, Sydney ~ RG146 - Superannuation and Self Managed Superannuation Funds - Pinnacle
 Gregory Michael Dennis2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Terra Cordis
 Gregory William Galvin2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Pinnacle ~ Bachelor of Business (with Distinction) - Western Australian University of Technology ~ Post Graduate Diploma in Business - Curtin University of Technology Perth
 Guan LI2018Bachelor of Business - Victoria University ~ Master of Accounting - Swinburne University of Technology ~ RG146 Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ SMSF Specialistion Course - UNSW
 Hang Cong Diem Dinh2017ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Business (Accountancy) - Royal Melbourne Institute of Technology
 Hayley Jane Matcham2017Bachelor of Business (Accounting & Finance) - Edith Cowan University ~ Diploma of Financial Planning - Mentor Education ~ Professional Certificate in Self Managed Superannuation Funds - The University of Adelaide
 Helen Yiannikas2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Arts - Macquarie University ~ Graduate Diploma in Accounting - Macquarie University ~ Master of Commerce - Macquarie University
 Hong Kin Timothy Leung2018BAS Agent Registration Skill Set - Open College ~ Bachelor of Business (Accounting & Finance) - University of Technology Sydney ~ Graduate Diploma of Applied Tax Law - The Tax Institute ~ IPA Program Stage 1 - Institute of Public Accountants ~ RG146- Super, SMSF & Deposit Products Package - Financial Education Professionals
 Hsing-lung Paul HO2018Bachelor of Business (Accounting) - Swinburne University of Technology ~ CPA Program - CPA Australia ~ Master of Business (Finance) - Victoria University of Technology ~ RG146 - Super & SMSF Package - Financial Education Professionals
 Ian Craig Shaw2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Ian Hogbin2016Bachelor of Business - University of Technology Sydney ~ FSN04 Financial Services Training Package - Terra Cordis ~ RG146 - Superannuation - Kaplan
 Ilija Markovski2018Bachelor of Business - University of Technology Sydney ~ RG146- Super & SMSF - AAMC Training Group
 Jack Oineza2014Advanced Diploma of Financial Planning - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Estate Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan ~ Taxation Planning - Tribeca
 James Ball2016Bachelor of Arts - University of New England ~ Diploma of Financial Management - University of New England ~ Diploma of Financial Planning - Kaplan Professional
 James Douglas Mills2012Diploma of Financial Services (Financial Planning) - RG146 Training Australia
 James Edward Davis2016Accountants Self Managed Super Funds Package - Kaplan ~ Bachelor of Applied Finance - Macquarie University ~ Graduate Diploma of Chartered Accounting - The Institute of Chartered Accountants
 James Michael Tickle2016Bachelor of Commerce - Uni Southern QLD ~ Diploma of Financial Planning - Kaplan ~ SMSF Specialist accreditation - SMSF Association
 Janine Lynette Lanigan2018Bachelor of Business (Accounting) - Edith Cowan University ~ Diploma of Superannuation Management - The Association of Superannuation Funds of Australia Limited ~ Financial Services Training Package - Terra Cordis
 Jared Luke Favero2016Bachelor of Business - Griffith University ~ Certified Practising Accountant - CPA ~ RG146 - AAMC Training Group
 Jason John Mcgann2016Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - Mentor Education ~ SMSF - Mentor Education
 Jason Roy Hoffmann2018Bachelor of Commerce - University of South Australia ~ RG146 Superannuation and Self Managed Superannuation Funds - Integrity Education Group
 Jaycen Kyle Wilson2018Bachelor of Business (Accounting) - Southern Cross University ~ RG146- Super, SMSF & Deposit Products Package - Financial Education Professionals
 Jeffrey Mark Isaacs2016Bachelor of Business (Accounting) - Footscray Institute of Technology ~ Cavendish & ICFS Specialist SMSF Course - University of Adelaide ~ Diploma of Financial Planning - Pinnacle
 Jennifer Anne Ward2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Business (Accountancy) - Queensland University of Technology
 Jesse Nihill1996Bachelor of Business (Financial Planning) - RMIT University
 Jessica Catherine Beck2018Bachelor of Arts - Macquarie University ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
 Jessica Scott2018Bachelor of Commerce - Deakin University ~ RG146 - Self Managed Superannuation Funds - Financial Education Professionals
 Jialu Liang2018Advanced Diploma of Financial Planning - Kaplan ~ Derivatives (General Advice) - Mentor Education ~ Diploma of Financial Planning - Kaplan ~ Master of Commerce (Finance) - The University of Sydney ~ Master of Professional Accounting - The University of Sydney
 Jim Cresnar1996Advanced Diploma - Financial Planning - Kaplan ~ Bachelor of Arts (Economics) - The University of Newcastle
 Joanna Kate Scrima2015ASIC Regulatory Guide 146 - Advice in Superannuation - AAMC ~ Bachelor of Commerce - University of Adelaide ~ Certificate III in Financial Services - AAMC ~ Certificate in Self Managed Superannuation - University of Adelaide
 Jodie Thompson2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - AAMC Training Group ~ Bachelor of Business (Accountancy) - Queensland University of Technology ~ Diploma in Financial Services - Stock Market Investors Group Pty Ltd
 Jody Delores Walsh2018Bachelor of Commerce - University of Newcastle ~ RG146 - Superannuation + Self Managed Superannuation Funds - Financial Education Professionals
 Johanna Hopgood2018Bachelor of Arts (International Studies) - University of South Australia ~ Bachelor of Business (International Business) - University of South Australia ~ Diploma of Financial Planning - Kaplan Professional ~ Financial Services Training Package - Terra Cordis ~ Superannuation and Retirement Planning - Kaplan Professional
 John Lethbridge2013Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 John Lindsay Madden2003Certified Financial Planner - FPA ~ Diploma of Technology (Commerce) - UTS Sydney
 John Maxwell Kite2005Bachelor of Business (Accountancy) - Charles Sturt University ~ Diploma of Financial Services (FP) - Mentor Education
 John Paul Farronato2016Accountants' SMSF Package - Kaplan Professional ~ Bachelor of Commerce - The University of Adelaide
 John Pulella2018Bachelor of Commerce (Accounting,Finance and Systems) - University of NSW ~ Self Managed Superannuation Funds - AAMC ~ Superannuation - AAMC
 John Samuel Pratten2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Pinnacle
 Jorge DI Zio2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Pinnacle
 Jose Dono Burgos2018Bachelor of Commerce - Muroch University ~ CPA Program - CPA ~ RG146 Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Joseph Eid2018Bachelor of Business - Victoria University ~ Certified Practising Accountant - CPA Australia ~ Diploma of Financial Planning - International Institute of Technology ~ RG146 - Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Joshua Ball2016Bachelor of Commerce (Accounting & Finance) - University of Sydney ~ Diploma of Financial Planning - International Institute of Technology ~ Graduate Diploma of Chartered Accounting - Institute of Chartered Accountants ~ Master of International Taxation - University of Sydney ~ RG146 Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Joy Ford2016Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Diploma in Financial Planning - Kaplan Professional
 Judith Lynette Duke2016Advanced Diploma of Business (Accounting) - Swinburne University of Technology ~ Diploma of Financial Planning - Mentor Education ~ SMSF Adviser - Mentor Education
 Justin Daniel O'brien2015Bachelor of Business (Accounting) - Deacon University ~ CA SMSF Specialist Accreditation Course - UNSW ~ Diploma of Financial Planning - Mentor Education
 Kathleen Bell2018Bachelor of Commerce - The University of New South Wales ~ RG146 Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Kathryn Mary Carberry2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Kelly Ann Vardy2018Bachelor of Business and Commerce - Monash University ~ Graduate Diploma (CA) - Institute of Chartered Accountants ~ RG146 - Super & SMSF / Financial Services Training Package - Terra Cordis
 Kenneth Joseph James2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Post Graduate Certificate in Business Forensics - The University of Melbourne ~ Self Managed Superannuation Funds - The University of Adelaide
 Kevin Anthony Margetson2007Bachelor of Commerce - University of Western Sydney ~ CPA Program - CPA Australia ~ Public Practice Program - CPA Australia ~ RG146- SMSF - Financial Education Professionals ~ RG146- Super / Financial Planning - CPA Australia
 Kevin Noel Dunlop2010Advanced Diploma of Accounting - The Carlyle Institute ~ Diploma of Financial Services - The Carlyle Institute ~ RG146 - SMSF - Financial Education Professionals
 Kevin Shen2014Advanced Diploma Financial Planning - AAMC ~ Diploma of Financial Services (Financial Planning) - AAMC ~ Self Managed Superannuation Funds - AAMC
 Khoi VU2018Bachelor of Economics - University of Adelaide ~ CFP Porgram - Financial Planning Association of Australia ~ Grad Dip Financial Planning - Securities Institute of Australia ~ RG146 - Super, SMSF - Financial Education Professionals
 Lawrence Alan Crane2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - AAMC
 Leah Julie Supple2016ASIC RG146 Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Business (Accounting) - Monash University ~ CPA Program - CPA Australia
 Liam Dunne2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Liam Mark Drady2018Bachelor of Business (Professional Accountancy) - RMIT University ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Chartered Accounting - The Institute of Chartered Accountants in Australia ~ Superannuation and SMSFs - Kaplan
 Lilian Fisher2016Bachelor of Commerce - University of the Witwatersrand ~ Honours Bachelor of Accounting Science - University of South Africa ~ RG146 Superannuation & Self Managed Superannuation Funds - Pinnacle
 Linda Ann Farmer2016Accountants Self Managed Superannuation Funds Package - Kaplan Education Pty Ltd
 Linda Viveinne Druitt2016ASIC RG146 Self Managed Superannuation Funds - Tribeca ~ Bachelor of Business (Accounting) - Charles Sturt University ~ Introductory Training Course - Count Wealth Accountants ~ Margin Lending & Geared Investments - Kaplan
 Lindzee-kate Tagliaferri2018Bachelor of Business (Accounting & Public Practice) - Edith Cowan University ~ RG146 - Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Lorin David Joyce2018Bachelor of Commerce/ Bachelor of Science - Australian National University ~ Graduate Diploma of Institute of Chartered Accountants - CA ~ RG146 - Super & SMSF - AAMC Training Group
 Lucienne Marguerite Boyd2018Advice in Superannuation - Tier 1 - AAMC Training Group ~ Bachelor of Commerce - University of Canberra ~ Graduate Diploma of Chartered Accounting - Institute of Chartered Accountants ~ RG146 - SMSF - Financial Education Professionals
 Lydia Rani Archer2016Graduate Certificate in Financial Planning - Finsia ~ Graduate Diploma (ICAA) - The Institute of Chartered Accountants in Australia
 MS Christine Whybrow2016Bachelor of Business (Accounting) - Charles Stuart University ~ Diploma of Financial Planning - Integrity Education Group ~ SOA: PIP, PER, SMSF, ML - Integrity Education Group
 Malcolm Geoffrey Charles Frost1999Accredited Investment Fiduciary - Fi360 Global Fiduciary Insights ~ Advanced Diploma of Financial Services (Financial Planning) - Integratec ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Margin Lending and Geared Investments - Kaplan ~ Specialist Knowledge Self Managed Superannuation Funds - Pinnacle Financial Services Academy
 Margaret Craig2013Advanced Diploma of Financial Services - The Carlyle Institute Pty Ltd ~ Diploma of Financial Services - The Carlyle Institute Pty Ltd
 Mario Raciti2016Bachelor of Business - University of Technology Sydney ~ RG146 - Superannuation, SMSF & Generic Knowledge - Financial Education Professionals
 Mark Anthony Henry2016Bachelor of Business - RMIT University ~ Diploma of Financial Planning - Integrity Education Group
 Mark Kenneth Job2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Pinnacle ~ Bachelor of Business (Accounting/Finance) - Charles Sturt University
 Mark William Evans2018Bachelor of Business (Accountancy) - RMIT University ~ Diploma of Financial Planning - including Superannuation + Self Manged Superannuation - CPA Australia Ltd
 Matthew Feng Lee2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Commerce - Macquarie University
 Matthew Harold Pack2002ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Margin Lending and Geared Investments - Kaplan ~ Master of Applied Finance - Charles Sturt University ~ Self Managed Superannuation Funds - Kaplan
 Matthew Ryan Cowell2018Advanced Diploma of Accounting - Wodonga Institute of TAFE ~ Certificate IV - Financial Services (Accounting) - Glenvale Education ~ Diploma of Accounting - Glenvale Education ~ Diploma of Financial Planning - AAMC ~ RG146 - Super & SMSF - Financial Education Professionals
 Maurizio Zappacosta2018Bachelor of Business - UTS ~ Diploma of Financial Planning - Monarch Institute ~ RG146 - Super & SMSF - Monarch Institute
 Maxine Jeanette Van Scherpenseel2016CA SMSF Specialist Accreditation Course - UNSW ~ SMSF Strategies - SMSF Training
 Meng Hou2018Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Chartered Accounting (GradDipCA) - The Institute of Chartered Accountants in Australia ~ Master of Professional Accounting - University of Canberra
 Michael Haydon2018Bachelor of Management (Rural Business Administration) - The University of Sydney ~ Diploma of Financial Planning - Monarch Institute ~ Graduate Diploma (ICAA) - The Institute of Chartered Accountants in Australia ~ Master of Accountancy - Charles Sturt University
 Michael James Young2002Bachelor of Economics - University of Adelaide ~ Cert IV in Finance & Mortgage Broking - Kaplan ~ Financial Planning Proper Authority Course - Securities Institute ~ Margin Lending & Geared Investments - Kaplan ~ SMSF Adviser Course - Tribeca
 Michael John Zdrilic2008Bachelor of Commerce - Accounting - Macquarie University ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Self Managed Superannuation Funds - Kaplan
 Michelle Chesworth2017Bachelor of Commerce - The University of Newcastle ~ Diploma of Financial Planning - CPA Australia ~ Investments - CPA Australia ~ Self Managed Superannuation Funds - Financial Education Professionals
 Mitchell Turnbull2018Bachelor of Accounting - University of South Australia ~ Graduate Diploma n Chartered Accounting - Institute of Chartered Accountants ~ RG146 - Accountants SMSF Package - KAPLAN
 Monica Maria Tatton2009Bachelor of Commerce - Accounting - University of Western Sydney ~ Chartered Accountant - Chartered Accountants Australia and New Zealand ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Narelle Shafer2018Bachelor of Business (Accounting) - Charles Sturt University ~ Diploma of Financial Planning - Mentor Education ~ Graduate Certificate in Professional Accounting - University of New England ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Natalia Clack2017ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ SMSF Specialisation Course - UNSW Australia
 Nathan David Durrant2018Bachelor of Commerce (Accountancy) - University of Wollongong ~ RG146 Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Nathan Wayne Mclaughlin2016Diploma of Financial Planning - Monarch Institute
 Nathaniel Clarence Yoon O'brien-pyke2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Business (Accounting/International Business) - Charles Stuart University ~ Graduate Diploma of Chartered Accounting - The Institute of Chartered Accountants in Australia
 Nelson Thomas2012Advanced Certificate in Accounting - Box Hill Institute ~ Advanced Diploma of Accounting - The Carlyle Institute Pty Ltd ~ Diploma of Financial Planning - The Carlyle Institute Pty Ltd ~ RG146 Self Managed Superannuation Funds - Financial Education Professionals
 Nicholas James Watson2016ASIC RG146 - Generic Knowledge, Superannuation and Self Managed Superannuation Funds - Financial Education professionals ~ Bachelor of Business - The University of Southern Queensland
 Nicholas Mark Schuster2009Bachelor of Arts - Accountancy - University of South Australia ~ Graduate Certificate in Financial Planning - Finsia ~ Graduate Diploma of Applied Finance - Kaplan ~ Self Managed Superannuation - Kaplan
 Nunziatina Fiore-scott2017ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Business - Bendigo College
 Paul James Stoddart2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Paul Ross Nutter2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Kaplan
 Paul Simeoni2009Bachelor of Business - Macarthur Institute of Higher Education ~ Diploma of Financial Services (Financial Planning) - RG146 Training Australia ~ Generic Knowledge for Financial Services Advisers - Kaplan ~ Managed Investments - Kaplan ~ Margin Lending and Geared Investments - Kaplan
 Peter Douglas Robertson2018Bachelor of Commerce in Accounting, Finance and Systems - UNSW ~ CA Program - CA ~ RG146 - Super, SMSF & Deposit Products Package - Financial Education Professionals
 Peter James Cunneen2018Bachelor of Business - University of Technology Sydney ~ RG146 - Super & SMSF - Pinnacle Financial Services Academy
 Peter John Henderson1985Bachelor of Business - Monash University ~ CA Program - Chartered Accountants Australia and New Zealand ~ FNS10 Financial Services Training - Terra Cordis Pty Ltd
 Peter William Ambrosiussen2016Bachelor of Arts - University of New South Wales ~ Master of Commerce - University of New South Wales ~ Self Managed Superannuation Funds - FEP
 Philip Bruce Mcnaughton2010Diploma of Financial Services(RG146) - The Carlyle Institute Pty Ltd ~ Masters in Taxation - UNSW ~ NSW Public Accountants registration - Institute of Chartered Accountants ~ SMSF Law - UNSW ~ tax strategies in Financial Planning - UNSW
 Phillip Michael Brown2018Bachelor of Commerce - University of Ballarat ~ Certified Practising Accountant - CPA Australia ~ Diploma of Financial Planning - CPA Australia
 Phyllis Kit YI Tam2016ASIC RG146 - Generic Knowledge, Superannuatution & SMSF - AAMC Training Group
 Qizhi Lian2016Diploma of Financial Services (Financial Planning) - TAFE NSW ~ SMSF Specialist Advisor - Self Managed Super Fund Association
 Rajeev Kumar Dixit2016Diploma of Financial Planning - FPA
 Rame Itaoui2018Bachelor of Commerce (Accounting) - The University of Sydney ~ RG146 - Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Ramnik Sharma2017ASIC RG146 Generic Knowledge and Skills - Kaplan ~ Self Managed Superannuation Funds - Kaplan ~ Superannuation - Financial Education Professionals
 Ramsay Zreikat2017ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Pinnacle ~ Bachelor of Business (Accounting/Legal Studies) - Charles Sturt University
 Rebecca Carol Sainsbury2002Advanced Diploma - ADFS - Kaplan ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - DFP - Kaplan
 Reina Patel2018Bachelor of Business - University of Technology, Sydney ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Chartered Accounting (GradDipCA) - The Institute of Chartered Accountants in Australia
 Richard David Bull2018Bachelor of Business - Southern Cross University ~ Diploma of Financial Planning - AAMC
 Richard Giles Carr2015Bachelor of Commerce - Deakin University ~ Diploma of financial Planning - Mentor ~ SMSF - Mentor
 Richard Grosse2018Advanced Diploma in Accounting - NSW TAFE ~ Diploma in Financial Services - The Carlyle Institute ~ RG146- Super & SMSF - Financial Education Professionals
 Richard Houwen2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Pinnacle
 Robert William Warren2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Roberto Francesco Cincotta2017ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Business (Accounting) - Victoria College
 Robin Aggarwal2018Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - Integrity Education Group ~ Graduate Diploma of Chartered Accounting (GradDipCA) - The Institute of Chartered Accountants in Australia ~ RG146 - Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Roderick George Thyer2016Bachelor of Arts - Macquarie University ~ Bachelor of Economics - University of Sydney ~ RG146 Superannuation & SMSF - Pinnacle Financial Services Academy
 Rodney Evans2018Bachelor of Business - University of Technology, Sydney ~ RG146 - Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ SuperConcepts & ICFS Specialist SMSF - The University of Adelaide
 Rodney Michael Owen2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Rohan Geoffrey Griffiths2018Advanced Certificate in Accounting - Bendigo Regional Institute of TAFE ~ Advanced Diploma of Business (Accounting) - Bendigo Regional Institute of TAFE ~ Graduate Certificate in Professional Accounting - University of Southern Queensland ~ RG146 - Integrity Education Group ~ RG146 Superannuation & Self Manged Superannuation Funds - Pinnacle
 Rohan John Wills2016ASIC RG146 Generic Knowledge, Insurance, Investments, Skills, Superannuation and SMSF - CPA Australia
 Royce Dunn2018Advanced Diploma of Accounting - TAFE ~ RG146 Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Sam Rotberg2016Bachelor of Business - Caulfield Institute of Technology ~ Diploma of Financial Planning - Pinnacle ~ RG146 Superannuation - Pinnacle ~ SMSF Specialist Advisor - SMSF Association
 Samantha Louise Bennett2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Pinnacle ~ Graduate Diploma in Financial Management - The University of New England
 Sarah Mills2010Diploma of Financial Services (Financial Planning) - Kaplan ~ Entry Level Competencies, Risk Management, Investment Planning, Superannuation & Retirement Planning - Tribeca Learning ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Sarah Penelope Davie2016Accountants Essential Advice - Integrity Education Group ~ Advanced Diploma of Financial Services (Superannuation) - AFSA ~ Bachelor of Business - Monash University ~ Graduate Diploma (ICAA) - Institute of Chartered Accountants ~ SMSF Core Course - DBA Network
 Sasha Prien2018Bachelor of Business (Hospitality Management) - La Trobe University ~ Certificate of Public Practice - Chartered Accountants ~ Diploma of Economic & Accounting Studies - La Trobe University ~ RG146 - Super & SMSF / Diploma of Financial Planning - KAPLAN ~ Victorian Certificate of Education - Emerald Secondary College
 Saul Markunsky2016ASIC RG146 - Generic Knowledge, Superannuation and Self Managed Superannuation Funds - AAMC Traing Group
 Scot Sutherland Andrews1994Diploma of Financial Planning - Financial Planning Association ~ Master of Commerce (Financial Planning) - University of Western Sydney ~ Self Managed Superannuation Funds - Tribeca
 Shukri Habib Barbara2016ASIC RG146 - Generic Knoweledge, Superannuation and Self Managed Superannuation Funds - Terra Cordis ~ Master of Commerce - UNSW
 Stephanie Jane Hinds2018Bachelor of Commerce - University of Newcastle ~ CPA Program - CPA Australia ~ RG146 - Self Managed Superannuation Funds - Financial Education Professionals ~ Superannuation and Retirement Planning - Tribeca
 Stephen John Henderson2010Advanced Diploma of Accounting - the Carlyle Institute Pty Ltd ~ Diploma of Financial Services - The Carlyle Institute Pty Ltd ~ RG146 - Self Managed Superannuation Funds - Financial Education Professionals
 Stephen Lloyd French2016Bachelor of Business (Accounting) - Charles Sturt University ~ RG146 - Super & SMSF - Pinnacle Financial Services
 Stephen Pisani2018Advanced Diploma of Accounting - TAFE SA ~ Advanced Diploma of Financial Services - International Institute of Technology ~ Bachelor of Commerce - Deakin University ~ RG146 - SMSF - Financial Education Professionals ~ RG146 - Super - KAPLAN
 Steve DI Leo2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Pinnacle
 Stuart Flinn2018Bachelor of Commerce - The University of Newcastle ~ RG146 Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Tamara Louise Daly2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Tamara Lyn Warren2018Bachelor of Commerce - Flinders University ~ Bachelor of Laws - Flinders University ~ RG146 - Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Tania Jane Wright2018Bachelor of Business (Finance & Accounting) - Edith Cowan University ~ Diploma of Financial PLanning - AAMC Training Group ~ RG146 - Super & SMSF - AAMC Training Group
 Tatjana Hofbauer2007Bachelor of Commerce (Accounting and Financial Planning) - Deakin University ~ Diploma of Business (Banking and Finance) - Box Hill Institute of Technology and Further Education ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super Funds unit - Integrity Education Group
 Teresa West2016Bachelor of Economics - The University of Sydney ~ Diploma of Financial Planning - Monarch Institute ~ Graduate Certificate in Financial Planning - Finsia
 Thomas Fredrick William Corlett2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Thomas Joseph Mullen2017ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Pinnacle ~ Law of Business Associations, Taxation Law & Practice - Queensland University of Technology
 Thomas Thoma2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Pinnacle
 Tianyao Gao2018Bachelor of Information System - University of Tasmania ~ CA program - CA ~ Master of Professional Accounting - University of Tasmania ~ RG146 - Super, SMSF & Deposit Products Package - Financial Education Professionals
 Tiffany Sarah Goodwin2018Bachelor of Business/Bachelor of Commerce - University of Newcastle ~ Chartered Accountants Program - Chartered Accountants ~ RG146- Super, SMSF & Deposits Product Package - Financial Education Professionals
 Timothy Daniel Noonan2015Bachelor of Commerce - Deakin University ~ CA SMSF Specialist - The Institute of Chartered Accounts in Aust ~ CA SMSF Specialist - UNSW ~ Diploma of Financial Planning - Mentor Education
 Timothy John Wilshire2018Bachelor of Commerce - University of Tasmania ~ Graduate Diploma of Information Systems - University of Tasmania ~ RG146- Accountants Self Managed Superannuation Package - Kaplan
 Toni Rita Storr2017CA SMSF Specialist - The Institute of Chartered Accountants in Australia ~ Financial Planning - Kaplan
 Tracey Maree Ashton2016Bachelor Business - Queensland University of Technology ~ SMSF Specialist Adviser - SMSF Association ~ Self Managed Superannuation Funds - Kaplan
 Trang Kieu Nguyen2015Bachelor of Business - University of Sydney ~ CPA Public Practitioner - Public Practice Licence - CPA Australia ~ Certificate Self Managed Superannuation Funds - AAMC ~ Certificate Superannuation - AAMC ~ Post Graduate Advanced Diploma in Taxation - University of New South Wales
 Trent Triantafillos Trinity2018Bachelor of Commerce - Macquarie University ~ Graduate Diploma of Chartered Accounting (GradDipCA) - The Institute of Chartered Accountants in Australia ~ RG146 - Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Troy Thamm2018Bachelor of Business (Accounting) - La Trobe University ~ RG146 - Superannuation & Self Managed Superannuation Funds - Pinnacle
 Tye Walter Olsen2017Bachelor of Commerce (Financial Accounting) - The University of Newcastle Australia ~ Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Mortgage Broking) - The National Finance Institute
 Vera Yuen See HO2017ASIC RG146 Self Managed Superannuation Funds - Kaplan ~ Bachelor of Commerce - Macquarie University ~ Diploma of Financial Planning - Securities Institute ~ Master of Business & Administration - University of Technology Sydney ~ Master of Commerce - Macquarie University
 Victoria Caroline Samuel2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Victoria May Pigram2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Business (Accounting/Economics) - Charles Sturt University
 Vince Costanzo2018Bachelor of Business (Accounting) - Footscray Institute of Technology ~ RG146 - Super, SMSF & Deposit Products Package - Financial Education Professionals
 Vivien Tang2008Diploma of Financial Services - FINSIA ~ Graduate Certificate in Accounting - University Of Technology Sydney (UTS) ~ Masters In Accounting - Macquarie University ~ SMSF Association Specialist Adviser - SMSF Professionals' Association Of Australia
 Wai Man Tso2018Bachelor of Business (Accounting) - Victoria University of Technology ~ Master degree in Accounting - Victoria University of Technology ~ RG146 - Super & SMSF/ Diploma of Financial Planning - AAMC Training Group
 Warwick Googh2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
 Wasala Mudiyanselage Charitha Prasann Wasala2018Bachelor of Science - University of Colombo ~ RG146 Superannuation & SMSF - Financial Education Professionals
 Wayne Alan Collis1994Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University
 Wayne Philip Bolin2016Bachelor of Business - Riverina College of Advanced Education ~ Diploma of Financial Planning - Pinnacle ~ Graduate Diploma in Professional Accounting - Canberra College of Advanced Education
 William Anthony Gage2017Advice in Self Managed Superannuation - AAMC Training Group ~ Advice in Superannuation - AAMC Training Group ~ Diploma of Financial Planning - AAMC Training Group
 YU DU2018Bachelor of Commerce (Accounting) - Macquarie University ~ CA Program - CA ~ Master of Commerce - Macquarie University ~ RG146 - Super, SMSF & Deposit Products Package - Financial Education Professionals
 Ying Strube2016Financial Advice Foundation, Insurance, Investments, advising in SMSFs - CPA
 Yu-chun LU2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Science - The University of Sydney ~ Diploma of Finance & Mortgage Broking Management - AAMC ~ Diploma of eBusiness Support - Spherion ~ Master of Accounting - Macquarie University
 Yudy Kodratdjaya2017ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Business - Edith Cowan University ~ Master of Accounting - Curtin University of Technology