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.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Abeer Mehra | 2018 | 2011 - Bachelor of Commerce (Accounting) - - Macquarie University ~ 2013 - Graduate Diploma of Chartered Accounting - - Chartered Accountants ~ 2017 - SMSF Specialisation Course - - UNSW |
| Adam Laughlin | 2018 | 2002 - Bachelor of Business in Accounting - - La Trobe University ~ 2009 - Graduate Diploma of Chartered Accounting (GradDipCA) - - The Institute of Chartered Accounting in Australia ~ 2018 - RG146 - Superannuation and Self Managed Superannuation Funds - - Pinnacle |
| Adam Robert Barassi | 2016 | 1999 - Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2016 - ASIC RG146 Self Managed Superannuation Funds - - Financial Education Professionals |
| Alan Ross Spicer | 2016 | 2010 - SMSF Specialist Advisor Accreditation Program - - SMSF Association ~ 2016 - ASIC RG146 Generic Knowledge and Skills - - Financial Planning Association of Australia |
| Amir Ishak | 2018 | 1998 - Bachelor of Commerce (Accounting) - - Ain Shams University ~ 2018 - RG146 - Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| Andrew Elias | 2017 | 2006 - Bachelor of Business (Accounting) - - University of Western Sydney ~ 2016 - Diploma of Financial Planning - - International Institute of Technology |
| Andrew James Taylor | 1999 | 1992 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle ~ 2003 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty ~ 2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia ~ 2010 - Provide Advice in Margin Lending - Other - MLC ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Angela Kay Stephens-kinch | 2016 | 2001 - Bachelor of Commerce (Qualification) - - University of Newcastle ~ 2011 - Advanced Taxation and Superannuation - - Pinnacle ~ 2014 - Diploma of Financial Planning - - Pinnacle Financial Services Academy ~ 2015 - SMSF Specialist Course - - SMSF Association |
| Angelo Cazouris | 2018 | 1989 - Bachelor of Business (Accounting) - - Macarthur Institute of Higher Education ~ 2016 - RG146 - Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| Anthony Ciarroni | 2016 | 1992 - Bachelor of Business with Credit - - University of Technology, Sydney ~ 2015 - Diploma of Financial Planning - - Mentor Education ~ 2015 - Self Managed Superannuation Fund Adviser (Personal Advice) - - Mentor Education |
| Anthony Edwin DE Jager | 2007 | 1997 - Bachelor of Commerce - - University of Western Sydney ~ 2006 - Diploma of Financial Services - PS146 - - Mentor Education / RG146 |
| Anthony Joseph Hawkins | 2013 | 2001 - Post Graduate Diploma in Financial Services Management - - MGSM ~ 2011 - RG146 Generic Knowledge - - The Westpac Group ~ 2011 - RG146 Life Insurance - - The Westpac Group ~ 2011 - RG146 Superannuation - - The Westpac Group ~ 2013 - Diploma of Financial Planning - - Kaplan |
| Belinda Gloria Jones | 2016 | 1993 - Bachelor of Business - - University of Technology ~ 2015 - ASIC RG146 - Generic Knowledge, Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| Belinda Louise Eldridge | 2016 | 1988 - Bachelor of Commerce - - The University of Queensland ~ 1991 - Bachelor of Laws - - The University of Queensland ~ 2015 - ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| Bradley Nicholas Sheaves | 2018 | 2011 - Bachelor of Business - - University of Technology Sydney ~ 2013 - Graduate Diploma of Chartered Accounting - - Chartered Accountants ~ 2018 - RG146 - Super. SMSF & Deposit Products Package - - Financial Education Professionals |
| Brett Hansen | 2016 | 2016 - Accountants SMSF Package - - Kaplan |
| Cally Elizabeth Woodhouse | 2016 | 1994 - Bachelor of Business - - UTS Sydney ~ 2015 - Accountants SMSF Package - - Kaplan ~ 2016 - Diploma of Financial Planning - - Integrity Education Group ~ 2016 - SOA: PIP, PSR, SMSF, ML - - Integrity Education Centre |
| Catherine Marie Maguire | 2016 | 2004 - Bachelor of Commerce - - University of South Australia ~ 2013 - Graduate Diploma of Financial Planning - - Kaplan ~ 2014 - SPAA SSA Examination - - The University of Adelaide International Centre For Financial Services |
| Catriona Jane Rogers | 2015 | 2014 - Self Managed Superannuation Funds - - Mentor Education ~ 2015 - Diploma of Financial Planning - - Mentor Education |
| Cedomir Mick Jesic | 2018 | 2008 - Bachelor of Business - - University of Technology Sydney ~ 2016 - Self Managed Superannuation Funds - - Kaplan ~ 2017 - Advanced Diploma of Financial Planning - - Kaplan |
| Chen Wang Gaul | 2016 | 2005 - Bachelor of Financial Administration - - The University of New England ~ 2011 - Master of Applied Taxation - - The University of New South Wales ~ 2016 - ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| Cherry Dimapilis | 2016 | 2012 - Advanced Diploma Accounting - - TAFE ~ 2013 - Advanced Taxation - - CPA ~ 2014 - Graduate Certificate in Professional Accounting - - The University of New England ~ 2015 - Master of Commerce (Professional Accounting) - - The University of New England |
| Christopher Burge | 2005 | 1998 - Bachelor of Arts - - Macquarie University ~ 2007 - Graduate Diploma of Financial Planning - - Kaplan ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2013 - Specialist SMSF Course - - University of Adelaide ~ 2015 - Certified Financial Planner - - Deakin University |
| Clinton Michael Lindqvist | 2011 | 2011 - Advanced Diploma of Accounting - Advanced Diploma (AQF 6) - TAFE NSW ~ 2011 - Diploma of Financial Services - Diploma (AQF 5) - The Carlyle Institute Pty Ltd ~ 2022 - SMSF Foundation Course - Diploma (AQF 5) - Smarter SMSF |
| Damien Barker | 1999 | 2003 - Diploma - Financial Planning - - Deakin University |
| Daniel Patrick Wade | 2018 | 2005 - Bachelor of Commerce (Financial Accounting & Management Accounting and Business Law) - - University of New England ~ 2018 - RG146 - Superannuation + Self Managed Superannuation Funds - - Financial Education Professionals |
| Daniel Robert Uden | 2016 | 2003 - Bachelor of Business (Accounting) - - Charles Sturt University ~ 2016 - Accountants Self-Managed Superannuation Funds - - Kaplan |
| Darren Howard | 1996 | 1987 - Bachelor of Arts (Economics / Economic History) - - University of New South Wales ~ 1995 - Graduate Diploma of Applied Finance and Investment - - Securities Institute Education ~ 1995 - Graduate Diploma of Applied Finance and Investment - - Securities Institute of Australia ~ 2002 - Graduate Diploma of Financial Planning - - Securities Institute of Australia ~ 2013 - SMSF Specialist Advisor (SSA) Accreditation - - SMSF Association |
| Darren O'brien | 2016 | 1990 - Bachelor of Business (Accounting) - - University of Western Sydney ~ 1998 - Master in Tax Law - - University of Sydney ~ 2016 - ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - - Pinnacle |
| David Bruce Cooke | 2017 | 1993 - Bachelor of Economics - - The Australian National University ~ 2017 - SMSF Course - - KAPLAN |
| David James Mcdonald | 2016 | 1998 - Bachelor of Commerce - - Monash University ~ 2014 - Diploma of Financial Planning - - Mentor Education ~ 2014 - SMSF - - Mentor Education |
| David James Ohlmeyer | 2018 | 2010 - Diploma of Financial Services - - The Carlyle Institute ~ 2011 - Advanced Diploma of Accounting - - The Carlyle Institute ~ 2011 - Public Practice Workshop - - ATMA ~ 2018 - RG146 - Self Managed Superannuation Funds - - Financial Education Professionals |
| David Robert Barker | 2016 | 2014 - SMSF Specialisation Course - - Institute of Chartered Accountants ~ 2017 - Diploma of Financial Planning - - Kaplan |
| Dayuan Wang | 2017 | 2004 - Bachelor of Business - - Victoria University ~ 2016 - Advising in SMSFs - - CPA Australia ~ 2016 - Superannuation - - CPA Australia |
| Debbie Katherine Wessling | 2016 | 1995 - Bachelor of Business - - Central Queensland University ~ 1998 - Certified Practising Accountant - - CPA Australia ~ 2012 - RG146 Financial Service Training Package - - Terra Cordis |
| Donna Van Kleef | 2016 | 2014 - FNS50611 - Diploma of Fiancial Planning - - CPA Australia ~ 2016 - Self Managed Superannuation Funds - - Financial Education Professionals ~ 2016 - Superannuation - - Financial Education Professionals |
| Duncan Donald Mcgregor | 2018 | 1991 - Bachelor of Business - - Queensland University of Technology ~ 2009 - Master of professional Accounting - - University of Southern Queensland ~ 2012 - CPA Program - - CPA Australia ~ 2013 - SPAA SMSF Specialist Advisor - - The University of Adelaide ~ 2017 - Diploma of Financial Planning - - CPA Australia |
| Evan Leslie Bulmer | 2017 | 1992 - Bachelor of Arts (Accountancy) - - University of South Australia ~ 2015 - Diploma of Financial Planning - - Kaplan Professional ~ 2016 - Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| Felicia Jamieson | 2017 | 1995 - Bachelor of Business with Credit - - University of Technology, Sydney ~ 2011 - Diploma of Financial Services (Financial Planning) - - Mentor Education Group ~ 2016 - RG146 - Superannuation and Self Managed Superannuation Funds - - Pinnacle |
| Fiona Gaye Jeff | 2016 | 1996 - Advanced Diploma in Accounting - - TAFE NSW ~ 2002 - Bachelor of Financial Administration - - The University of New England ~ 2014 - Diploma of Financial Planning - - Pinnacle |
| Gareth David Mcnamara | 2012 | 2012 - Diploma of Financial Planning - - International Institute of Technology ~ 2012 - QFA Diploma - - Life Insurance Association Ireland ~ 2013 - Self Managed Superannuation Funds - - Kaplan |
| Gary Reginald Morcombe | 2015 | 1981 - Diploma of Business - - RMIT University ~ 2013 - SMSF Specialist - - UNSW ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Gavin James Teiffel | 2018 | 2004 - Advanced Certificate in Accounting - - Box Hill Institute ~ 2010 - Advanced Diploma of Accounting - - Carlyle Institute ~ 2010 - RG146 - Diploma of Financial Services - - Carlyle Institute |
| Geoffrey John Gartly | 2016 | 1988 - Bachelor of Business (Accounting) - - Chisholm Institute of Technology ~ 2012 - CA SMSF Accreditation Course - - UNSW ~ 2015 - ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - - Kaplan |
| George Pallikaris | 2017 | 1992 - Bachelor of Economics - - Monash University ~ 1995 - Bachelor of Laws - - The University of Adelaide ~ 2014 - SMSF Specialist Advisor - - Self Managed Super Fund Association ~ 2016 - ASIC RG146 Margin Lending, Managed Investments, Superannuation, Securities and Financial Risk - - Integrity Education Group ~ 2016 - Diploma of Financial Planning - - Integrity Education Group |
| Gregory Allan Richards | 2018 | 1996 - Bachelor of Business - - University of Technology, Sydney ~ 2017 - RG146 - Superannuation and Self Managed Superannuation Funds - - Pinnacle |
| Hayley Jane Matcham | 2017 | 2004 - Bachelor of Business (Accounting & Finance) - - Edith Cowan University ~ 2015 - Professional Certificate in Self Managed Superannuation Funds - - The University of Adelaide ~ 2017 - Diploma of Financial Planning - - Mentor Education |
| Helen Yiannikas | 2016 | 1992 - Bachelor of Arts - Bachelor Degree (AQF 7) - Macquarie University ~ 1994 - Graduate Diploma in Accounting - Graduate Diploma (AQF 8) - Macquarie University ~ 1999 - Charterted Accountant (CA) - Professional Designations - The Institute of Chartered Accountants ~ 2000 - Master of Commerce - Masters Degree (AQF 9) - Macquarie University ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Hsing-lung Paul HO | 2018 | 2001 - Bachelor of Business (Accounting) - - Swinburne University of Technology ~ 2004 - Master of Business (Finance) - - Victoria University of Technology ~ 2012 - CPA Program - - CPA Australia ~ 2017 - RG146 - Super & SMSF Package - - Financial Education Professionals |
| Ian Craig Shaw | 2016 | 2016 - ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| James Douglas Mills | 2012 | 2011 - Diploma of Financial Services (Financial Planning) - - RG146 Training Australia |
| James Edward Davis | 2016 | 2010 - Bachelor of Applied Finance - - Macquarie University ~ 2012 - Graduate Diploma of Chartered Accounting - - The Institute of Chartered Accountants ~ 2016 - Accountants Self Managed Super Funds Package - - Kaplan |
| Jason John Mcgann | 2016 | 2000 - Bachelor of Commerce - - Deakin University ~ 2014 - Diploma of Financial Planning - - Mentor Education ~ 2014 - SMSF - - Mentor Education |
| Jaycen Kyle Wilson | 2018 | 2010 - Bachelor of Business (Accounting) - - Southern Cross University ~ 2018 - RG146- Super, SMSF & Deposit Products Package - - Financial Education Professionals |
| Jennifer Anne Ward | 2016 | 2007 - Bachelor of Business (Accountancy) - - Queensland University of Technology ~ 2016 - ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| Jodie Thompson | 2016 | 1999 - Bachelor of Business (Accountancy) - - Queensland University of Technology ~ 2004 - Diploma in Financial Services - - Stock Market Investors Group Pty Ltd ~ 2016 - ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - - AAMC Training Group |
| Johanna Hopgood | 2018 | 2003 - Bachelor of Arts (International Studies) - - University of South Australia ~ 2003 - Bachelor of Business (International Business) - - University of South Australia ~ 2016 - Financial Services Training Package - - Terra Cordis ~ 2017 - Diploma of Financial Planning - - Kaplan Professional ~ 2017 - Superannuation and Retirement Planning - - Kaplan Professional |
| Jorge DI Zio | 2016 | 2016 - ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - - Pinnacle |
| Jose Dono Burgos | 2018 | 2002 - Bachelor of Commerce - - Muroch University ~ 2005 - CPA Program - - CPA ~ 2018 - RG146 Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| Joshua Ball | 2016 | 2011 - Bachelor of Commerce (Accounting & Finance) - - University of Sydney ~ 2011 - Master of International Taxation - - University of Sydney ~ 2014 - Graduate Diploma of Chartered Accounting - - Institute of Chartered Accountants ~ 2016 - Diploma of Financial Planning - - International Institute of Technology ~ 2018 - RG146 Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| Joy Ford | 2016 | 2009 - Diploma in Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2019 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology |
| Leah Julie Supple | 2016 | 2000 - Bachelor of Business (Accounting) - - Monash University ~ 2008 - CPA Program - - CPA Australia ~ 2016 - ASIC RG146 Self Managed Superannuation Funds - - Financial Education Professionals |
| Liam Mark Drady | 2018 | 2010 - Bachelor of Business (Professional Accountancy) - - RMIT University ~ 2012 - Graduate Diploma of Chartered Accounting - - The Institute of Chartered Accountants in Australia ~ 2016 - Diploma of Financial Planning - - Kaplan ~ 2016 - Superannuation and SMSFs - - Kaplan |
| Lorin David Joyce | 2018 | 1997 - Bachelor of Commerce/ Bachelor of Science - - Australian National University ~ 2000 - Graduate Diploma of Institute of Chartered Accountants - - CA ~ 2018 - RG146 - Super & SMSF - - AAMC Training Group |
| Lucienne Marguerite Boyd | 2018 | 2009 - Bachelor of Commerce - - University of Canberra ~ 2012 - Graduate Diploma of Chartered Accounting - - Institute of Chartered Accountants ~ 2017 - Advice in Superannuation - Tier 1 - - AAMC Training Group ~ 2018 - RG146 - SMSF - - Financial Education Professionals |
| MS Christine Whybrow | 2016 | 1993 - Bachelor of Business (Accounting) - - Charles Stuart University ~ 2016 - Diploma of Financial Planning - - Integrity Education Group ~ 2016 - SOA: PIP, PER, SMSF, ML - - Integrity Education Group |
| Marcus Bond | 2016 | 2006 - Grad Certificate in Financial Planning - - Finsia ~ 2015 - SMSF Specialisation Course - - UNSW |
| Matthew Feng Lee | 2016 | 1997 - Bachelor of Commerce - - Macquarie University ~ 2016 - ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| Maxine Jeanette Van Scherpenseel | 2016 | 2011 - SMSF Strategies - - SMSF Training ~ 2012 - CA SMSF Specialist Accreditation Course - - UNSW |
| Michelle Chesworth | 2017 | 1995 - Bachelor of Commerce - - The University of Newcastle ~ 2016 - Diploma of Financial Planning - - CPA Australia ~ 2016 - Investments - - CPA Australia ~ 2017 - Self Managed Superannuation Funds - - Financial Education Professionals |
| Mitchell Turnbull | 2018 | 2010 - Bachelor of Accounting - - University of South Australia ~ 2012 - Graduate Diploma n Chartered Accounting - - Institute of Chartered Accountants ~ 2016 - RG146 - Accountants SMSF Package - - KAPLAN |
| Natalia Clack | 2017 | 2014 - SMSF Specialisation Course - - UNSW Australia ~ 2017 - ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| Nathan Wayne Mclaughlin | 2016 | 2016 - Diploma of Financial Planning - - Monarch Institute |
| Nathaniel Clarence Yoon O'brien-pyke | 2016 | 2010 - Bachelor of Business (Accounting/International Business) - - Charles Stuart University ~ 2013 - Graduate Diploma of Chartered Accounting - - The Institute of Chartered Accountants in Australia ~ 2016 - ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| Nelson Thomas | 2012 | 2005 - Advanced Certificate in Accounting - - Box Hill Institute ~ 2011 - Advanced Diploma of Accounting - - The Carlyle Institute Pty Ltd ~ 2011 - Diploma of Financial Planning - - The Carlyle Institute Pty Ltd ~ 2017 - RG146 Self Managed Superannuation Funds - - Financial Education Professionals |
| Nicole Joy Richardson | 2018 | 2006 - Bachelor of Commerce - - The University of Newcastle ~ 2007 - Bachelor of Business - - The University of Newcastle ~ 2018 - Accountants Self Managed Superannuation Funds Package - - Kaplan |
| Paul Ross Nutter | 2016 | 2016 - ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - - Kaplan |
| Peter Richard Haigh | 2018 | 2003 - Bachelor of Commerce - - University of Newcastle ~ 2007 - Master of Applied Taxation - - University of NSW ~ 2015 - RG146 Superannuation + Self Managed Superannuation Funds - - Kaplan Professional ~ 2016 - Diploma of Financial Planning - - Kaplan Professional |
| Phillip Michael Brown | 2018 | 2001 - Bachelor of Commerce - - University of Ballarat ~ 2005 - Certified Practising Accountant - - CPA Australia ~ 2016 - Diploma of Financial Planning - - CPA Australia |
| Phyllis Kit YI Tam | 2016 | 2016 - ASIC RG146 - Generic Knowledge, Superannuatution & SMSF - - AAMC Training Group |
| Qizhi Lian | 2016 | 2007 - Diploma of Financial Services (Financial Planning) - - TAFE NSW ~ 2014 - SMSF Specialist Advisor - - Self Managed Super Fund Association |
| Rajeev Kumar Dixit | 2016 | 1999 - Diploma of Financial Planning - - FPA |
| Rebecca Carol Sainsbury | 2002 | 2002 - Diploma - DFP - - Kaplan ~ 2004 - Advanced Diploma - ADFS - - Kaplan ~ 2010 - CFP - Certified Financial Planner - - Financial Planning Association of Australia |
| Rebecca Garnsey | 2015 | 2004 - Bachelor of Business (Accounting) - - University of Western Sydney ~ 2008 - Graduate Diploma in Accounting - - Institute of Chartered Accountants of Australia ~ 2014 - Diploma of Financial Planning - - Pinnacle Financial Services Academy Pty Ltd ~ 2019 - SMSF Specialist Advisor - Certificate (AQF 1-4) - Self Managed Super Fund Association |
| Richard David Bull | 2018 | 2008 - Bachelor of Business - - Southern Cross University ~ 2014 - Diploma of Financial Planning - - AAMC |
| Robert William Warren | 2016 | 2016 - ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| Rodney Michael Owen | 2016 | 2016 - ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| Royce Dunn | 2018 | 2017 - Advanced Diploma of Accounting - - TAFE ~ 2018 - RG146 Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| Sarah Mills | 2010 | 2004 - Entry Level Competencies, Risk Management, Investment Planning, Superannuation & Retirement Planning - - Tribeca Learning ~ 2007 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2011 - Margin Lending and Geared Investments - - Kaplan ~ 2012 - Self Managed Superannuation Funds - - Kaplan |
| Sarah Penelope Davie | 2016 | 2001 - Bachelor of Business - - Monash University ~ 2004 - Graduate Diploma (ICAA) - - Institute of Chartered Accountants ~ 2007 - Advanced Diploma of Financial Services (Superannuation) - - AFSA ~ 2016 - Accountants Essential Advice - - Integrity Education Group ~ 2016 - SMSF Core Course - - DBA Network |
| Saul Markunsky | 2016 | 2016 - ASIC RG146 - Generic Knowledge, Superannuation and Self Managed Superannuation Funds - - AAMC Traing Group |
| Steve DI Leo | 2016 | 2016 - ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - - Pinnacle |
| Stuart Berry | 2016 | 2015 - Insurance - - CPA ~ 2016 - Advising in SMSFs - - CPA ~ 2016 - Investments - - CPA ~ 2016 - Superannuation - - CPA |
| Tamara Lyn Warren | 2018 | 2003 - Bachelor of Commerce - - Flinders University ~ 2003 - Bachelor of Laws - - Flinders University ~ 2018 - RG146 - Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| Teresa West | 2016 | 2006 - Bachelor of Economics - - The University of Sydney ~ 2007 - Graduate Certificate in Financial Planning - - Finsia ~ 2016 - Diploma of Financial Planning - - Monarch Institute |
| Thomas Thoma | 2016 | 2016 - ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - - Pinnacle |
| Tianyao Gao | 2018 | 2009 - Bachelor of Information System - - University of Tasmania ~ 2011 - Master of Professional Accounting - - University of Tasmania ~ 2016 - CA program - - CA ~ 2018 - RG146 - Super, SMSF & Deposit Products Package - - Financial Education Professionals |
| Timothy Daniel Noonan | 2015 | 1998 - Bachelor of Commerce - - Deakin University ~ 2012 - CA SMSF Specialist - - UNSW ~ 2013 - CA SMSF Specialist - - The Institute of Chartered Accounts in Aust ~ 2014 - Diploma of Financial Planning - - Mentor Education |
| Toni Rita Storr | 2017 | 2013 - CA SMSF Specialist - - The Institute of Chartered Accountants in Australia ~ 2015 - Financial Planning - - Kaplan |
| Tracey Maree Ashton | 2016 | 1990 - Bachelor Business - - Queensland University of Technology ~ 2011 - SMSF Specialist Adviser - - SMSF Association ~ 2016 - Self Managed Superannuation Funds - - Kaplan |
| Trang Kieu Nguyen | 2015 | 1998 - Bachelor of Business - - University of Sydney ~ 2004 - Post Graduate Advanced Diploma in Taxation - - University of New South Wales ~ 2015 - Certificate Self Managed Superannuation Funds - - AAMC ~ 2015 - Certificate Superannuation - - AAMC ~ 2017 - CPA Public Practitioner - Public Practice Licence - - CPA Australia |
| Troy Thamm | 2018 | 2006 - Bachelor of Business (Accounting) - - La Trobe University ~ 2018 - RG146 - Superannuation & Self Managed Superannuation Funds - - Pinnacle |
| YU DU | 2018 | 2010 - Bachelor of Commerce (Accounting) - - Macquarie University ~ 2011 - Master of Commerce - - Macquarie University ~ 2015 - CA Program - - CA ~ 2018 - RG146 - Super, SMSF & Deposit Products Package - - Financial Education Professionals |
| Ying Strube | 2016 | 2005 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Charles Sturt University ~ 2008 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia ~ 2016 - Financial Advice Foundation, Insurance, Investments, advising in SMSFs - - CPA ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2024 - SMSF Specialist Advisor - Other - Self Managed Super Fund Association |
| Yu-chun LU | 2016 | 2001 - Bachelor of Science - - The University of Sydney ~ 2004 - Diploma of eBusiness Support - - Spherion ~ 2007 - Master of Accounting - - Macquarie University ~ 2015 - Diploma of Finance & Mortgage Broking Management - - AAMC ~ 2016 - ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |