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 | Bachelor of Commerce (Accounting) - Macquarie University ~ Graduate Diploma of Chartered Accounting - Chartered Accountants ~ SMSF Specialisation Course - UNSW |
| Adam Laughlin | 2018 | Bachelor 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 King | 2017 | Certificate IV in Accounting - TAFE NSW ~ Diploma of Accounting - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute |
| Adam Robert Barassi | 2016 | ASIC RG146 Self Managed Superannuation Funds - Financial Education Professionals ~ Diploma of Financial Planning - Financial Planning Association of Australia |
| Adrian Stewart Wardlaw | 2016 | Diploma of Financial Planning - Monarch Institute |
| Alan Ross Spicer | 2016 | ASIC RG146 Generic Knowledge and Skills - Financial Planning Association of Australia ~ SMSF Specialist Advisor Accreditation Program - SMSF Association |
| Amie Michelle Dunn | 2008 | Bachelor 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 Ishak | 2018 | Bachelor of Commerce (Accounting) - Ain Shams University ~ RG146 - Superannuation and Self Managed Superannuation Funds - Financial Education Professionals |
| Amruta Nilang Shah | 2006 | Advanced Diploma - Financial Planning - Kaplan ~ Advanced Diploma - Financial Planning - Kaplan ~ Bachelor Degree - Commerce - Macquarie University ~ Bachelor Degree - Commerce - Macquarie University ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning - ThreeSixty ~ Diploma of Financial Services (Financial Planning - ThreeSixty |
| Andre Kingon | 2017 | ASIC RG146 Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Diploma of Financial Services - The Carlyle Institute |
| Andrew Elias | 2017 | Bachelor of Business (Accounting) - University of Western Sydney ~ Diploma of Financial Planning - International Institute of Technology |
| Andrew James Taylor | 1999 | Advanced 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 |
| Angela Kay Stephens-kinch | 2016 | Advanced 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 Cazouris | 2018 | Bachelor of Business (Accounting) - Macarthur Institute of Higher Education ~ RG146 - Superannuation and Self Managed Superannuation Funds - Financial Education Professionals |
| Anthea Jayne Wainman | 2018 | Associate Diploma of Business Accounting - Balga TAFE ~ Certificate in Business Studies - Balga TAFE ~ SMSF Personal Advice - Pinnacle |
| Anthony Ciarroni | 2016 | Bachelor 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 Edwin DE Jager | 2007 | Bachelor of Commerce - University of Western Sydney ~ Diploma of Financial Services - PS146 - Mentor Education / RG146 |
| Anthony Joseph Hawkins | 2013 | Diploma 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 |
| Belinda Gloria Jones | 2016 | ASIC RG146 - Generic Knowledge, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Business - University of Technology |
| Belinda Louise Eldridge | 2016 | ASIC 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 |
| Bradley Crooks | 2018 | Bachelor of Commerce - University of Newcastle ~ RG146 - Superannuation + Self Managed Superannuation Funds - Pinnacle |
| Bradley Nicholas Sheaves | 2018 | Bachelor of Business - University of Technology Sydney ~ Graduate Diploma of Chartered Accounting - Chartered Accountants ~ RG146 - Super. SMSF & Deposit Products Package - Financial Education Professionals |
| Brett Hansen | 2016 | Accountants SMSF Package - Kaplan |
| Brigette Anne Liddelow | 2016 | Diploma of Financial Planning - CPA Australia |
| Cally Elizabeth Woodhouse | 2016 | Accountants SMSF Package - Kaplan ~ Bachelor of Business - UTS Sydney ~ Diploma of Financial Planning - Integrity Education Group ~ SOA: PIP, PSR, SMSF, ML - Integrity Education Centre |
| Catherine Dorothy Denney | 2004 | Bachelor of Business - Edith Cowan University ~ Certified Practicing Accountant - CPA ~ Diploma of Financial Services - Tribeca ~ SPAA Specialist Advisor - SMSF Professionals Association ~ TSG SMSF Advisor Course - The Strategist Group |
| Catherine Marie Maguire | 2016 | Bachelor 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 Rogers | 2015 | Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Funds - Mentor Education |
| Cedomir Mick Jesic | 2018 | Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business - University of Technology Sydney ~ Self Managed Superannuation Funds - Kaplan |
| Chen Wang Gaul | 2016 | ASIC 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 |
| Cherry Dimapilis | 2016 | Advanced Diploma Accounting - TAFE ~ Advanced Taxation - CPA ~ Graduate Certificate in Professional Accounting - The University of New England ~ Master of Commerce (Professional Accounting) - The University of New England |
| Christopher Burge | 2005 | Bachelor 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 Hughes | 2016 | Bachelor of Business (Finance & Banking) - Southern Cross University ~ Personal Financial Planning and Superannuation - CPA Australia ~ SMSF Specialisation Course - UNSW Australia |
| Clinton Michael Lindqvist | 2011 | Advanced Diploma of Accounting - TAFE NSW ~ Diploma of Financial Services - The Carlyle Institute Pty Ltd ~ SMSF Foundation Course - Smarter SMSF |
| Damien Barker | 1999 | Diploma - Financial Planning - Deakin University |
| Daniel Patrick Wade | 2018 | Bachelor of Commerce (Financial Accounting & Management Accounting and Business Law) - University of New England ~ RG146 - Superannuation + Self Managed Superannuation Funds - Financial Education Professionals |
| Daniel Robert Uden | 2016 | Accountants Self-Managed Superannuation Funds - Kaplan ~ Bachelor of Business (Accounting) - Charles Sturt University |
| Darren Howard | 1996 | Bachelor 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 O'brien | 2016 | ASIC 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 Bruce Cooke | 2017 | Bachelor of Economics - The Australian National University ~ SMSF Course - KAPLAN |
| David James Mcdonald | 2016 | Bachelor of Commerce - Monash University ~ Diploma of Financial Planning - Mentor Education ~ SMSF - Mentor Education |
| David James Ohlmeyer | 2018 | Advanced 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 Robert Barker | 2016 | Diploma of Financial Planning - Kaplan ~ SMSF Specialisation Course - Institute of Chartered Accountants |
| Dayuan Wang | 2017 | Advising in SMSFs - CPA Australia ~ Bachelor of Business - Victoria University ~ Superannuation - CPA Australia |
| Debbie Katherine Wessling | 2016 | Bachelor of Business - Central Queensland University ~ Certified Practising Accountant - CPA Australia ~ RG146 Financial Service Training Package - Terra Cordis |
| Donna Van Kleef | 2016 | FNS50611 - Diploma of Fiancial Planning - CPA Australia ~ Self Managed Superannuation Funds - Financial Education Professionals ~ Superannuation - Financial Education Professionals |
| Duncan Donald Mcgregor | 2018 | Bachelor 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 |
| Earl Franco Inglis | 2021 | Bachelor of Financial Advising - University of Western Sydney ~ Diploma of Financial Planning - International Institute of Technology |
| Evan Leslie Bulmer | 2017 | Bachelor of Arts (Accountancy) - University of South Australia ~ Diploma of Financial Planning - Kaplan Professional ~ Superannuation and Self Managed Superannuation Funds - Financial Education Professionals |
| Felicia Jamieson | 2017 | Bachelor 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 Jeff | 2016 | Advanced Diploma in Accounting - TAFE NSW ~ Bachelor of Financial Administration - The University of New England ~ Diploma of Financial Planning - Pinnacle |
| Gareth David Mcnamara | 2012 | Diploma of Financial Planning - International Institute of Technology ~ QFA Diploma - Life Insurance Association Ireland ~ Self Managed Superannuation Funds - Kaplan |
| Gary Reginald Morcombe | 2015 | Diploma of Business - RMIT University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ SMSF Specialist - UNSW |
| Gavin James Teiffel | 2018 | Advanced Certificate in Accounting - Box Hill Institute ~ Advanced Diploma of Accounting - Carlyle Institute ~ RG146 - Diploma of Financial Services - Carlyle Institute |
| Geoffrey John Gartly | 2016 | ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Kaplan ~ Bachelor of Business (Accounting) - Chisholm Institute of Technology ~ CA SMSF Accreditation Course - UNSW |
| George Pallikaris | 2017 | ASIC 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 Richards | 2018 | Bachelor of Business - University of Technology, Sydney ~ RG146 - Superannuation and Self Managed Superannuation Funds - Pinnacle |
| Gregory Michael Dennis | 2016 | ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Terra Cordis |
| Hayley Jane Matcham | 2017 | Bachelor 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 Yiannikas | 2016 | ASIC 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 |
| Hsing-lung Paul HO | 2018 | Bachelor 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 Shaw | 2016 | ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals |
| James Douglas Mills | 2012 | Diploma of Financial Services (Financial Planning) - RG146 Training Australia |
| James Edward Davis | 2016 | Accountants Self Managed Super Funds Package - Kaplan ~ Bachelor of Applied Finance - Macquarie University ~ Graduate Diploma of Chartered Accounting - The Institute of Chartered Accountants |
| Jane Thomson | 2016 | RG146 - Financial Education Professionals |
| Jason John Mcgann | 2016 | Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - Mentor Education ~ SMSF - Mentor Education |
| Jason Robert Barbetti | 2016 | SMSF Specialialisation - UNSW |
| Jaycen Kyle Wilson | 2018 | Bachelor of Business (Accounting) - Southern Cross University ~ RG146- Super, SMSF & Deposit Products Package - Financial Education Professionals |
| Jennifer Anne Ward | 2016 | ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Business (Accountancy) - Queensland University of Technology |
| Jessica Scott | 2018 | Bachelor of Commerce - Deakin University ~ RG146 - Self Managed Superannuation Funds - Financial Education Professionals |
| Jodie Thompson | 2016 | ASIC 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 |
| Johanna Hopgood | 2018 | Bachelor 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 Lethbridge | 2013 | Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) |
| Jorge DI Zio | 2016 | ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Pinnacle |
| Jose Dono Burgos | 2018 | Bachelor of Commerce - Muroch University ~ CPA Program - CPA ~ RG146 Superannuation and Self Managed Superannuation Funds - Financial Education Professionals |
| Joshua Ball | 2016 | Bachelor 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 Ford | 2016 | Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Diploma in Financial Planning - Kaplan Professional |
| Kathleen Bell | 2018 | Bachelor of Commerce - The University of New South Wales ~ RG146 Superannuation and Self Managed Superannuation Funds - Financial Education Professionals |
| Leah Julie Supple | 2016 | ASIC RG146 Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Business (Accounting) - Monash University ~ CPA Program - CPA Australia |
| Liam Mark Drady | 2018 | Bachelor 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 |
| Linda Ann Farmer | 2016 | Accountants Self Managed Superannuation Funds Package - Kaplan Education Pty Ltd |
| Lorin David Joyce | 2018 | Bachelor of Commerce/ Bachelor of Science - Australian National University ~ Graduate Diploma of Institute of Chartered Accountants - CA ~ RG146 - Super & SMSF - AAMC Training Group |
| Lucienne Marguerite Boyd | 2018 | Advice 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 |
| MS Christine Whybrow | 2016 | Bachelor of Business (Accounting) - Charles Stuart University ~ Diploma of Financial Planning - Integrity Education Group ~ SOA: PIP, PER, SMSF, ML - Integrity Education Group |
| Malcolm Geoffrey Charles Frost | 1999 | Accredited 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 |
| Marcus Bond | 2016 | Grad Certificate in Financial Planning - Finsia ~ SMSF Specialisation Course - UNSW |
| Mark Francis Somes | 2018 | Bachelor of Commerce - ANU ~ CPA - CPA Australia ~ RG146 - Pinnacle Financial services Academy |
| Mark Kenneth Job | 2016 | ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Pinnacle ~ Bachelor of Business (Accounting/Finance) - Charles Sturt University |
| Matthew Feng Lee | 2016 | ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Bachelor of Commerce - Macquarie University |
| Matthew Ryan Cowell | 2018 | Advanced 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 |
| Maxine Jeanette Van Scherpenseel | 2016 | CA SMSF Specialist Accreditation Course - UNSW ~ SMSF Strategies - SMSF Training |
| Michelle Chesworth | 2017 | Bachelor of Commerce - The University of Newcastle ~ Diploma of Financial Planning - CPA Australia ~ Investments - CPA Australia ~ Self Managed Superannuation Funds - Financial Education Professionals |
| Mitchell Turnbull | 2018 | Bachelor of Accounting - University of South Australia ~ Graduate Diploma n Chartered Accounting - Institute of Chartered Accountants ~ RG146 - Accountants SMSF Package - KAPLAN |
| Monica Maria Tatton | 2009 | Bachelor 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 Shafer | 2018 | Bachelor 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 Clack | 2017 | ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ SMSF Specialisation Course - UNSW Australia |
| Nathan Wayne Mclaughlin | 2016 | Diploma of Financial Planning - Monarch Institute |
| Nathaniel Clarence Yoon O'brien-pyke | 2016 | ASIC 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 Thomas | 2012 | Advanced 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 |
| Nicole Joy Richardson | 2018 | Accountants Self Managed Superannuation Funds Package - Kaplan ~ Bachelor of Business - The University of Newcastle ~ Bachelor of Commerce - The University of Newcastle |
| Paul Ross Nutter | 2016 | ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Kaplan |
| Peter Richard Haigh | 2018 | Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Taxation - University of NSW ~ RG146 Superannuation + Self Managed Superannuation Funds - Kaplan Professional |
| Peter William Ambrosiussen | 2016 | Bachelor of Arts - University of New South Wales ~ Master of Commerce - University of New South Wales ~ Self Managed Superannuation Funds - FEP |
| Philip Bruce Mcnaughton | 2010 | Diploma 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 Brown | 2018 | Bachelor of Commerce - University of Ballarat ~ Certified Practising Accountant - CPA Australia ~ Diploma of Financial Planning - CPA Australia |
| Phyllis Kit YI Tam | 2016 | ASIC RG146 - Generic Knowledge, Superannuatution & SMSF - AAMC Training Group |
| Qizhi Lian | 2016 | Diploma of Financial Services (Financial Planning) - TAFE NSW ~ SMSF Specialist Advisor - Self Managed Super Fund Association |
| Rajeev Kumar Dixit | 2016 | Diploma of Financial Planning - FPA |
| Rebecca Carol Sainsbury | 2002 | Advanced Diploma - ADFS - Kaplan ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - DFP - Kaplan |
| Rebecca Garnsey | 2015 | Bachelor of Business (Accounting) - University of Western Sydney ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Graduate Diploma in Accounting - Institute of Chartered Accountants of Australia ~ SMSF Specialist Advisor - Self Managed Super Fund Association |
| Reina Patel | 2018 | Bachelor 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 Bull | 2018 | Bachelor of Business - Southern Cross University ~ Diploma of Financial Planning - AAMC |
| Richard Grosse | 2018 | Advanced Diploma in Accounting - NSW TAFE ~ Diploma in Financial Services - The Carlyle Institute ~ RG146- Super & SMSF - Financial Education Professionals |
| Robert William Warren | 2016 | ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals |
| Rodney Michael Owen | 2016 | ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals |
| Rohan John Wills | 2016 | ASIC RG146 Generic Knowledge, Insurance, Investments, Skills, Superannuation and SMSF - CPA Australia |
| Royce Dunn | 2018 | Advanced Diploma of Accounting - TAFE ~ RG146 Superannuation and Self Managed Superannuation Funds - Financial Education Professionals |
| Samantha Louise Bennett | 2016 | ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Pinnacle ~ Graduate Diploma in Financial Management - The University of New England |
| Sarah Mills | 2010 | Diploma 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 Davie | 2016 | Accountants 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 |
| Saul Markunsky | 2016 | ASIC RG146 - Generic Knowledge, Superannuation and Self Managed Superannuation Funds - AAMC Traing Group |
| Stephen John Henderson | 2010 | Advanced 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 |
| Steve DI Leo | 2016 | ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Pinnacle |
| Stuart Berry | 2016 | Advising in SMSFs - CPA ~ Insurance - CPA ~ Investments - CPA ~ Superannuation - CPA |
| Tamara Lyn Warren | 2018 | Bachelor of Commerce - Flinders University ~ Bachelor of Laws - Flinders University ~ RG146 - Superannuation and Self Managed Superannuation Funds - Financial Education Professionals |
| Teresa West | 2016 | Bachelor of Economics - The University of Sydney ~ Diploma of Financial Planning - Monarch Institute ~ Graduate Certificate in Financial Planning - Finsia |
| Thomas Thoma | 2016 | ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Pinnacle |
| Tianyao Gao | 2018 | Bachelor 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 |
| Timothy Daniel Noonan | 2015 | Bachelor of Commerce - Deakin University ~ CA SMSF Specialist - The Institute of Chartered Accounts in Aust ~ CA SMSF Specialist - UNSW ~ Diploma of Financial Planning - Mentor Education |
| Toni Rita Storr | 2017 | CA SMSF Specialist - The Institute of Chartered Accountants in Australia ~ Financial Planning - Kaplan |
| Tracey Maree Ashton | 2016 | Bachelor Business - Queensland University of Technology ~ SMSF Specialist Adviser - SMSF Association ~ Self Managed Superannuation Funds - Kaplan |
| Trang Kieu Nguyen | 2015 | Bachelor 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 |
| Troy Thamm | 2018 | Bachelor of Business (Accounting) - La Trobe University ~ RG146 - Superannuation & Self Managed Superannuation Funds - Pinnacle |
| Victoria Caroline Samuel | 2016 | ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals |
| Wasala Mudiyanselage Charitha Prasann Wasala | 2018 | Bachelor of Science - University of Colombo ~ RG146 Superannuation & SMSF - Financial Education Professionals |
| Wayne Alan Collis | 1994 | Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University |
| YU DU | 2018 | Bachelor of Commerce (Accounting) - Macquarie University ~ CA Program - CA ~ Master of Commerce - Macquarie University ~ RG146 - Super, SMSF & Deposit Products Package - Financial Education Professionals |
| Ying Strube | 2016 | Financial Advice Foundation, Insurance, Investments, advising in SMSFs - CPA |
| Yu-chun LU | 2016 | ASIC 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 |