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Millennium 3 Financial Services Pty ltd

AFS License Number
244252
Name
Millennium 3 Financial Services Pty ltd
ABN/ACN/ARBN
61094529987
Licensee issued
Feb. 1, 2004
Address
Millers Point, 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;
derivatives limited to:
old law securities options contracts and warrants;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
derivatives limited to:
old law securities options contracts and warrants; and
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives limited to:
old law securities options contracts and warrants;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Albert Ferrali1984Diploma of Financial Services (Finance/Mortgage Broking Management) - TMA ~ Diploma of Financial Services - National Insurance Brokers Association (NIBA)
 Alexander Guy Morris2002Bachelor of Commerce (Finance & Marketing) - University of New South Wales ~ Certified Financial Planner - FPA ~ Graduate Dipoma of Financial Planning - Securities Institute ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association ~ Tax (Financial) Adviser - Tax Practitioners Board
 Alexander Robert Tasker2007ASX Accredited Listed Product Adviser - Kaplan ~ Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Arts (Financial Economics) - Coventry University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SELF MANAGED SUPERANNUATION FUNDS - MENTOR EDUCATION ~ Self Managed Superannuation Funds - Mentor
 Allen Bloom1997Advanced Investment Planning - FPA ~ CA SMSF Specialist Accreditation Course - University of New South Wales ~ Introduction to Financial Planning - FPA ~ Retirement Planning, and Investment Planning: Fundamentals - FPA ~ Risk Management & Insurance Planning - FPA
 Anastasios George2008Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Andrew David Doak1998Advanced certifcate of Management - TAFE ~ DFP1 -DFP4 (Exemption) - FPA ~ Diploma of Financial Services (Financial Planning) - Pinnacle
 Andrew Dino Furlanetto2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Andrew James Thackeray2000Diploma of Financial Services (Financial Planning) - Commonwealth Bank
 Andrew Paul Hunter2018Graduate Diploma of Financial Planning - Kaplan
 Andrew Schroder2010Diploma of Financial Services (Financial Planning) - Tribeca
 Anita Isabella Hofer2003Certified Financial Planner - FPA ~ Diploma of Financial Planning (DFP1 - DFP8) - FPA
 Anita Michele Muecke1993Advanced Diploma of Financial Planning - International Institute of Technology ~ Bachelor of Arts - University of Queensland ~ Fellow Chartered Financial Practitioner (FChFP) - Mentor
 Anthony Trieu Nhat LE2009B Applied Finance - Macquarie University ~ Dip Financial Planning - International Institute of Technology ~ M Commerce (Financial Planning) - University of western Sydney
 Ashley Mark Dowie2005ASX Accredited Derivatives Adviser Level One - Kaplan Education Pty Limited ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) Pty Limited ~ Graduate Certificate in Business (Applied Finance), Master of Business (Applied Finance) - Queensland University of Technology ~ Margin Lending and Geared Investments - Kaplan Education Pty Limited ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 Athanasios Papoulias2006Bachelor Of Commerce - University Of Queensland ~ Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Aynsley Jamieson1999Diploma of Financial Advising - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Financial Planning - University of Sunshine Coast ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Belinda Jean Lewis2012Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan
 Benjamin Andrich2015Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Bachelor of Design and Technology - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Benjamin James Donald2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business (Banking and Finance) - Queensland Univeristy of Technology
 Benjamin Mchugh2008Bachelor of Commerce - University of southern Queensland ~ Bachelor of Education - Queensland university of Technology ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial services (Financial Planning) - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Billy Tanevski2016Advanced Diploma of Financial Planning - Kaplan ~ Client Engagement Strategies - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Estate Planning - Kaplan ~ Taxation Fundamentals - Kaplan
 Bishrul Farshan Zavahir1993ASX Listed Products Accreditation Course - LPAC Online ~ Certified Financial Planner - FPA ~ SMSF Specialist Adviser - SMSFA
 Brad Mottershead2002ASX Accredited Listed Products Adviser Program - Kaplan ~ Diploma of Financial Planning (DFP1 - DFP8) - FPA ~ Margin Lending Certification - Pinnacle Financial Services Academy ~ SMSF Adviser Education Program - Financial Essentials
 Bradley Jordan Querzoli0Bachelor of Commerce (Financial Planning) - University of Wollongong
 Bradley Scott Broad2018Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce (Accounting/Finance) - Flinders University ~ Diploma of Financial Planning - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Bradley Scott Harvey2000Advanced Diploma of Financial Planning - FINSIA ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Securities Institute of Australia ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Tribeca
 Brendan James O'rourke1995Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ SMSF Specialist Advisor - Self Managed Super Fund Association
 Brendan Trapnell2005Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of International Finance - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Brent Daniel Wilson2010Bachelor of Commerce (Finance) - University of Wollongong ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Tier 1 Adviser Compliance Solution - Kaplan Propessional
 Brent Gibson2002Certificate III in Finance (Credit Management) - Chisholm Institute ~ Diploma of Financial Planning - FPA ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Brett Andrew Leman2000ADVANCED DIPLOMA OF FINANCIAL SERVICES - Integratec
 Brett Irvine2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Certificate in Commerce - University of Southern Queensland
 Brett James Cruden2015Advanced Diploma of Financial Planning - TAFE NSW ~ Bachelor of Business - University of Newcastle ~ Diploma of Financial Planning - TAFE NSW
 Brett Wright2008Diploma of Financial Services (Financial Planning) - Kaplan ~ Regulatory Guide 146 Assessment - KAPLAN ~ Risk Management - KAPLAN ~ SMSF Practitioner Program - SMSF Association ~ Superannuation and Retirement Planning - KAPLAN
 Brittany May Collins2018Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Arts - Monash University ~ Diploma of Financial Planning - Kaplan
 Bryan Earl1995Advanced Diploma of Financial Planning - Mentor ~ Certifcate IV in Financial Services (Finance / Mortgage Broking) - Traineeship Management Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Financial Planning Principles and Applications - Australian Institute of Financial studies ~ RG146 Managed Investments, Superannuation and Retirement, Risk management and Investment Planning 1 - Integratec
 Cameron Meggitt2008Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Provide Advice in Margin Lending - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Can Umit Adas2007Bachelor of Finance - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Self Managed Superannuation Funds - Kaplan
 Celena Marie Music0Graduate Diploma of Financial Planning - Kaplan
 Cesar Uylangco2007ALPA - KAPLAN ~ Advanced Diploma of Financial services ( Financial Planning) - Kaplan ~ Bachelor of Science (Major in Environmental and Business Economics) - Rutgers the State University ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Mentor
 Charles Picton Fraser2005Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Bachelor of Business Studies - Massey University ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Master of Business Administration - Herlot-Watt University (Edinburgh Business School) ~ Self Managed Superannuation Funds - Tribeca
 Chelsea Lynn Hinde2009Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
 Christopher Gunther2002Diploma of Financial Services (Financial Planning) - Mentor ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Christopher John Hanrahan2013Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Mentor ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Life Insurance (Personal Advice) - Mentor ~ TASACLv1 Commercial Law - Kaplan
 Christopher Leonard EY2006Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business (Banking and Finance) - Queensland University of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Super Funds - Tribeca ~ Superannuation & Retirement Planning and Risk Management - Integratec
 Cody Lucas2018Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce (Finance) - The University of Newcastle ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan
 Con Doumbos2004DFP 2 - Risk Management and Insurance Planning - FPA ~ Financial Planning, and Investment Planning - Mentor ~ Investment Planning 1 - Integratec ~ Superannuation & Retirement Planning - Integratec ~ Taxation Planning - Mentor
 Craig Anthony Slaughter2014Bachelor of Education - QUT ~ Bachelor of Health Science (Health Services Management) - QUT ~ Diploma of Financial Planning - Kaplan
 Craig Gilbert Weier2007Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Craig Hunter Fermor2013Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan
 Craig Thomas Fleet1990Entry level competencies for Financial Services Professionals - UTS ~ Investment Planning 1 and 2 - Integratec ~ Risk Management and Insurance Planning - FPA ~ Superannuation and Retirement Planning - Integratec ~ Taxation Planning ADFS 1; Estate Planning ADFS 2 - RG 146 Training Australia
 Daniel Ellis2013Bachelor of Commerce (Finance) - University of Southern Queensland ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ SuperConcepts & ICFS Specialist SMSF Course - The University of Adelaide
 Daniel Francis Winberg2006Advanced Diploma in Financial Services (Financial Planning) - Tribeca ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan
 Daniel William Conn2018Bachelor of Commerce (Entrepreneurship and Innovation) - Swinburne University of Technology ~ Diploma of Financial Planning - Kaplan
 Darin Thomas Dittman1988Diploma of Financial Services (Insurance Broking) - National Insurance Brokers Association (NIBA)
 Darren Roy Cheek1989Chartered Life Practitioner - RG 146 Training Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan
 David Allan Mclean2008Diploma of Financial Services (Financial Planning) - PS146 Training ~ Self Managed Superannuation Funds - Kaplan
 David George Baird1989Diploma of Financial Planning (DFP1-DFP8) - FPA ~ Self Managed Superannuation Funds - Tribeca
 David Jeffrey Pamenter2006Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan
 David Reed2003Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Business - University of Southern Queensland ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF Specialist Adviser - SMSFA
 David Stuart Quin1998Accredited Listed Product Adviser Program - Kaplan ~ CFP - FPA ~ Diploma of Financial Planning (DFP1 - DFP8) - Deakin ~ SMSF Specialist Adviser - University of Adelaide
 Deborah Short2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Professional Education ~ Master of Financial Planning - Kaplan Professional Education
 Declan Doolan2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Dennis Gerd Kramer2018Graduate Certificate in Financial Planning - Griffith University
 Deon Robert Richardson2000Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Finsia ~ Margin Lending & Geared Investments - Kaplan ~ Provide Advice in SMSFs - Kaplan
 Dexley James Nitschke1982Approved Gearintg Status Accreditation Workshop - Financial Wisdom ~ Insurance Planning: Principles and Applications- - Independed Centre of Financial Training ~ Policy 146 knowledge Assessment - Integratec ~ Superannuation and Retirement Planning - Integratec ~ Upgrade Risk Insurance - Royal & Sun Alliance
 Diana Bounassif2009Diploma of Financial Services (Financial Planning) - Kaplan ~ Estate Planning (DFP6) - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Tax for Financial Advising (DFP5) - Kaplan
 Dino Barone2018Bachelor of Commerce (Finance, Financial Planning) - Griffith University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Dino John DI Giulio1995Bachelor of Economics - Macquarie University ~ Provide Advice in Securities - Kaplan ~ Statement of Attainment in RG146 Competencies - Integratec
 Elizabeth Anne Anderson2015Advanced Diploma of Accounting - Open College of Accounting & Finance ~ Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce (Business Law) - Curtin University ~ Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - Kaplan
 Emma Casasola2013Accredited Listed Product Adviser Program - Kaplan ~ Certificate 3 Financial Services (Accounts Clerical) - TAFE ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
 Emmanuel Halkias2005Advanced Diploma of Financial Services (Financial Planning) - Deakin University
 Eric Larry Bohl1999Advanced Diploma Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Certificate in Financial Planning - Kaplan ~ fellow charter financial practitioner - mentor education
 Evguenia Rutkowski2009Bachelor of Commerce (Finance & Financial Planning) - Deakin University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Provide advice in self-managed superannuation funds - Kaplan Professional
 Fiona Marie Willard2009Advanced Diploma of Financial Planning - Mentor ~ Diploma of Financial Services (Financial Planning) - Mentor
 Garry John Leary1987Certificate in Managed Investments - Integratec ~ Certificate in Superannuation and Retirement Planning - The Australian Institute Of Financial Studies P/L ~ DFP 1 - Introduction to Financial Planning - FPA ~ DFP 2 - Risk Management and Insurance Planning - FPA ~ Tier 1 Securities - Personal Advice - Kaplan
 Geoffrey Conn1984DFP 1 & 2: Introduction to FP and Insurance Planning (Exemptions) - FPA ~ DFP 3:Investment Planning 1 - FPA ~ DFP 5 & 6: Taxation Planning & Estate Planning - FPA ~ DFP7: Investment Planning 2 - FPA ~ Wealth Creation & Retirement Planning - FPA
 Gerard Thomas Haskew2011Advanced Diploma of Financial Planning - Kaplan ~ Fellow, Chartered Financial Practioner (FChFP) - Asia Pacific Financial Services Association ~ Graduate Certificate in Financial Planning - Kaplan ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Gregory Bridge2000Bachelor of Business (Economics/Legal Studies) - Charles Sturt University ~ Margin Lending - Colonial Geared Investments
 Gregory David Burton1999ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Bachelor of Business (B Bus) - University of Southern Queensland ~ CPA Financial Planning Specialist - CPA Australia ~ Diploma of Financial Planning - FPA ~ Self Managed Superannuation Funds - Kaplan
 Gregory John Evers1995DFP 2 - Risk Management & Insurance Planning - Integratec ~ DFP 5 - Taxation Planning - Integratec ~ Exemption DFP 1 Introduction to Financial Planning - FPA ~ Exemption DFP 3 Investment Planning 1 - FPA ~ Exemption DFP 4 Retirement Planning - FPA
 Gregory John Veivers1971Dip Of Financial Services - National Insurance Brokers Association (NIBA)
 Gretchen Ann Scannell2008Advanced Diploma of Financial Services (Financial Planning) - Mentor ~ Diploma Financial Services (Financial Planning) - Kaplan ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor
 Harrison William Sax2017Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Business Management (major in Business Economics) - The University of Queensland ~ Commercial Law - Kaplan Professional ~ Diploma of Financial Planning - Monarch Institute ~ Tax for Financial Advising - Kaplan Professional
 Haydn Baulch1997CFP - FPA ~ Certified Financial Planner (CFP) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Helen Louise Arthur2009Advanced Diploma Financial Services (Financial Planning) - Kaplan ~ Diploma Financial Services (Financial Planning) - Kaplan ~ Self Managed Superannuation Funds - Kaplan ~ fellow chartered financial practitioner - mentor education group
 Helen Louise Blackford1997Bachelor of Business (Public Administration) - Queensland University of Technology ~ Diploma of Financial Planning - FPA ~ Graduate Certificate in Financial Planning - Kaplan ~ Master of Business Administration (Leadership) - University of Southern Queensland ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Ian Robert Blieschke1986Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan
 Ivica Kulas2002Bachelor of Economics - The University of Adelaide ~ CFP Education Program - FPA ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan
 James Douglas Pump2007Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - James Cook University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan
 James Gerrard Sherlock2012Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Provide Advice in Self Managed Superannuation Funds - Pinnacle Financial Services Academy Pty Ltd
 James Richard Thomas2013Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 James Xing-yi Chen2014Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Commerce - Macquaire University
 Janine Elizabeth Malone2002Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan
 Jason Hunter2011Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan
 Jason Scott Bell2007Accredited Listed Product Adviser Program - Kaplan ~ Certified Financial Planner - FPA ~ Graduate Diploma of Applied Finance and Investment - Securities Institute ~ Graduate Diploma of Financial Planning - Finsia ~ Provide Advice in Self Managed Superannuation Funds - Kaplan
 Jenny Elizabeth Moorman2008Bachelor of Commerce (Economics & Financial Planning) - Curtin University of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan
 Jessica Bell2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Social Science (Psychology) - Swinburne University of Technology ~ Diploma of Financial Services Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan
 Joanna Cullinan2008Bachelor of Education - Queensland University of Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Fellow, Chartered Financial Practitioner (FChFP) - Asia Pacific Financial Services Association ~ Master of Education - QUT
 Joanne Barbara Ayrey2018Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce - Murdoch University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Graduate Certificate in Financial Planning - Kaplan ~ Graduate Diploma of Applied Finance & Investment - Securities Institute
 John Richard Rushby2007Diploma of Financial Services (Financial Planning) - Kaplan
 John-paul Righetti2018Advanced Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Diploma of Financial Planning - Kaplan Education Pty Ltd
 Jonathan Leslie Ridsdale2001Bachelor of Business - Monash University ~ Certified Financial Planner - FPA ~ Diploma of Financial Advising - Securities Institute of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Jonathan Scukovic2010Master of Commerce (Financial Planning) - Deakin University
 Jose Pais2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce - Mumbai University ~ Certified Practisting Accountant - CPA Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Master of Accounting - Central Queensland University
 Joshua Kelly2017Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Certificate in Financial Planning - Griffith University ~ Master of Financial Planning - Griffith University
 Justin John Baratta2014Diploma of Financial Planning - Pinnacle ~ Ethics and Professionalism in Financial Advice - Kaplan
 Kate Frances Lansbury2018Diploma of Financial Planning - Kaplan
 Katrina Lynette Haskew2005Advanced Diploma of Financial Planning - Mentor ~ Diploma of Financial Services (Financial Planning) - Kings International College
 Katrina Myree Pump2012Certificate III in Financial Services - Commonwealth Bank ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan
 Kellie Michelle Payne2001ALPA - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF - Kaplan
 Kelly Amanda Fullston1998DPML Margin Lending - Pinnacle ~ Diploma of Financial Planning - FPA
 Kelvin John Anning2009Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services ( general insurance ) - ANZIIF ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Kenneth John Filbey1991DFP 2 & 4 - FPA ~ Diploma of Financial Planning - PS146 Training Australia ~ Entry level Competencies for financial services professional - Integratec ~ Investment Planning 1 - Integratec ~ Taxation Planning - Mentor RG 146
 Kieran Gregory Prideaux1996Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning - Kaplan
 Kirby Smith2008Advanced Diploma of Financial Planning - RG 146 Training Australia ~ Bachelor of Commerce with Distinction (Majoring in Accounting and Financial Planning) - Deakin University
 Laura Relph2013Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Lawrence Kennedy2006Certificate of Superannuation Management - The Association of Superannuation Funds of Australia Limited (ASFA) ~ Diploma of Financial Planning (DFP1-5) - Financial Planning Association of Australia ~ Diploma of Financial Planning (DFP7Z) - Financial Planning Association of Australia
 Leearna Hope Martin2018Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Master of Buisness (Event Management) - Griffith University
 Leo Treble1997Bachelor Of Business (Accounting) - Bendigo College of Advanced Education ~ CPA Program Professional Level - CPA Australia ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan
 Lesley Kate Legg2012Diploma of Financial Services (Financial Planning) - Mentor
 Leslie Paul Hayward2009Bachelor of Arts in Politics - The University of New South Wales ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - MyFENG ~ Diploma of Financial Services Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma in Business Administration (Executive Business Operations) - The University of Queensland
 Luke William Fisher2017Bachelor of Arts (Global) and Bachelor of Commerce (Finance) - Monash University ~ Business Law - Monash University ~ Diploma of Financial Planning - Kaplan
 Marion Gaertner2008Bachelor of Arts (with Second Class Honours in German Language and Literature) - The University of Adelaide ~ Diploma of Education - Adelaide University ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - Intellitrain ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ MBA - Australian Institute of Business
 Mark Climpson1989Bachelor of Applied Science in Medical laboratory Science - Royal Melbourne Institute of Technology (RMIT) ~ Chartered Life Practitioner (ChLP) - Asia Pacific Financial Services Association (APFinSA) ~ Diploma of Financial planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan
 Mark Hardick2013Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma Financial Planning - International Institute of Technology
 Mark Patrick Mcconnell2001Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Mark Robert Rando2000Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Education (Computer Education) - Edith Cowan University ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor
 Mark Tavanyar2000Advanced Diploma of Financial Planning - Mentor ~ Diploma of Financial Services (Financial Planning) - Integratec
 Mark Wayne Mcalister1996Diploma of Financial Planning - FPA
 Maryam Touchai2013Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Master of Arts (International Relations) - University of Wollongong
 Matthew Andrew Hanratty2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Fellow Chartered Financial Practitioner - Asia Pacific Financial Services Association ~ Self Manager Superannuation Funds - Kaplan
 Matthew Gates2002Advanced Diploma of Financial Planning - Mentor ~ Associate Chartered Financial Practitioner (AChFP) - Mentor ~ Bachelor of Health Science (Human Movement) - The University of New England ~ Diploma of Financial Planning - Mentor ~ Ethics and Professionalism in Financial Advice - Kaplan
 Matthew John Dunn2003Entry Level Competencies, Risk Management, Superannuation & Retirement Planning (2003) - Integratec ~ Estate Planning (DFP 6) - Tribeca ~ Investment Planning (FPA3) - FPA ~ Investment Planning 2 - Kaplan ~ Tax and Financial Planning Strategies (FPA/DFP 5) - Financial Planning Association of Australia (Deakin University)
 Matthew Pittard1995Diploma of Financial Services (Financial Planning) - Tribeca
 Mclean Whittaker2005Certified Financial Planner - FPA ~ Diploma of Financial Advising - Securities Institute of Australia
 Melinda Catherine Middleton2018Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan
 Melissa Jayne Kramer2011Advanced Diploma of Financial Plannng - MLC Advice Education ~ Bachelor of Arts - Deakin University ~ Diploma of Financial Services (Financial Planning) - MLC Advice Education ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan
 Michael Alexander Luck2012Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Mentor ~ Margin Lending - Kaplan ~ Master of Financial Planning - Griffith University ~ Self Managed Superannuation Funds - Kaplan
 Michael Branidis2007Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Mentor ~ Bachelor of Business (Information Systems) - Victoria University of Technology ~ Diploma of Financial Services (Financial Planning) - AMP Financial Planning ~ Margin Lending and Geared Investments - Kaplan Professional
 Michael David Dinnes2018Advanced Diploma of Financial Planning - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce (Finance) - Bond University ~ Bachelor of Commerce (Finance) - Bond University
 Michael Fuller2012Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan
 Michael John Bendall2013Commercial Law - Kaplan Professional ~ Diploma of Financial Planning 1 - National Insurance Brokers Association (NIBA) ~ Graduate Diploma in Business Management - Queensland Univeristy of Technology ~ Master of Business Administration - Queensland Univeristy of Technology ~ Tax for Financial Advising - Kaplan Professional
 Michael John Dunn1968Entry Level Competencies for Financial Services Professionals - Integratec ~ Managed Investments - University Southern Queensland ~ Risk Management for Financial Services Professionals - Integratec ~ Superannuation and Retirement Planning - Integratec
 Michael John Phillip D'apice2000Diploma of Financial Services (Broking) - National Insurance Brokers Association (NIBA)
 Michael Tidy2003Cavendish & ICFS Specialist - SMSF Course - The University of Adelaide ~ Diploma of Financial Advising - Securities Institute ~ Estate Planning - Kaplan ~ Financial Plan Construction & Review - Tribeca ~ Taxation Planning - Kaplan
 Michael Wayne Spencer2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business Finance/Accounting - Southern Cross University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Master of Financial Planning - Griffith University ~ Self Managed Superannuation Funds - Kaplan
 Mikhail Damian Fanti2013ASX Listed Product Accreditation (ALPA) - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Accounting/Financial Management) - James Cook University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan
 Nathan Barry Frohloff2002Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Business (Banking and Finance) - Queensland University of Technology ~ Diploma of Financial Planning - FPA ~ Foundation DFP - FPA ~ Self Managed Superannuation Funds - Kaplan
 Nathan Pope2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Provide Advice in Margin Lending - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Nerida Lee Iverach2016Advanced Diploma Financial Planning FNS60415 - Mentor ~ Bachelor of Business (Property Economics) - University of Western Sydney ~ Diploma of Finance and Mortgage Broking Management - Institute of Strategic Management ~ Diploma of Financial Planning - Mentor ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor
 Noak Broman-minhas2011Advanced Diploma of Financial Services (Financial Planning) - RG 146 Training Australia (Mentor Educaton Group) ~ Diploma of Financial Services (Financial Planning) - RG 146 Training Australia (Mentor Educaton Group) ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Certificate in Financial Planning - Charles Sturt University ~ Master of Applied Finance (Financial Planning) - Charles Sturt University
 Otis John Georges2009Advanced Diploma of Financial Planning - Mentor ~ Bachelor of Commerce - McGill University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Master of Taxation - The University of Sydney ~ Postgraduate in Taxation & Financial Planning - University of New South Wales
 Oussama Ryma2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Certified Financial Planner - FPA ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Patrick Quan2000Certificate IV in Financial Planning - Integratec ~ Diploma of Financial Services - The Commonwealth Bank of Australia
 Paul Adrian Velardo2007Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Business (Economics and Finance) - RMIT University ~ Cavendish & ICFS Specialist Course - The University of Adelaide ~ Certified Financial Planner - FPA
 Peter Jason Byrne2000DPF 2 - Risk Management and Insurance Planning and Superannuation and Retirement Planning - Integratec ~ Diploma of Financial Services (financial Planning) - Kaplan ~ Estate Planning - Kaplan ~ Financial Services Essentials and Diploma of Financial Services (Financial Planning) - Deakin Financial Services ~ Paraplanning Course - Paraplanning Professionals
 Peter Johnson2005Diploma of Financial Services (Insurance Broking) - National Insurance Brokers Association
 Peter Taniane2012928S Margin Lending - Kaplan ~ ALPA - Kaplan ~ Diploma of Financial Services - International Institute of Technology ~ Graduate Diploma In Applied Finance - Kaplan ~ SMSF - Kaplan
 Peter William Doohan2002Diploma of Financial Planning - FPA ~ Master of Financial Planning - University of Sunshine Coast
 Philip Anthony Broadbent2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Busienss - University of Technology Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Phillip Hooper1992Diploma of Financial Services (Distribution) - Deakin Financial Services ~ Financial Services Essentials - Deakin Financial Services
 Richard Gray Saunders1990Certificate of Superannuation Management - ASFA and Macquarie University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Investment Planning 2 - Kaplan ~ Life Writer Training Course in Personal Insurance Sales Skill - Australian Lifewriters Association
 Robert Claude Rassool1994Advanced Diploma of Financial Services (Financial Planning) - Deakin Financial Services
 Robert Geoffrey Morris1994Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan
 Robert Graham2007Advanced Diploma of Financial Planning - Mentor Education ~ Advanced Diploma of Financial Services 1-2 - Mentor Education ~ Advanced Investment Planning - Mentor Education ~ Diploma of Financial Services Units 1-4 - Mentor Education
 Rodney Nelson Cox1989921 Managed Investment & skills - Kaplan ~ Policy Statement 146 Knowledge Assessment - Integratec
 Rodney Paul Mclean2000Certificate iV in Financial Planning - Integratec ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Rowena Jane Mcgrath2007Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Commerce - The University of Queensland ~ Diploma of Financial Planning - FPA ~ Financial Planning Fundamentals - Kaplan ~ Professional Assessment in Super, Life Risk, Managed Investments & Securities for Financial Planning - NIBA
 Ruby Alice Burtonwood2018Bachelor of Commerce (Finance, Accounting & Financial Planning) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan
 Rueben Larsen2006Entry Level Competencies - DFP 1 - Integratec ~ Investment Planning - DFP 3 - Integratec ~ Risk Management - DFP 2 - Integratec ~ Superannuation & Retirement Planning - DFP 4 - Integratec ~ Superannuation and Retirement - Integratec
 Russell John Mcconachy1973Advanced Diploma of Financial Services (Financial Planning) - Deakin Financial Services ~ Diploma of Financial Services ( Distribution - Deakin Financial Services ~ Financial Services Essentials - Deakin Financial Services
 Samuel Douglas Gray2009Bachelor of Commerce (Acc and Finance) - Murdoch University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Applied Finance (Financial Planning) - Kaplan ~ Margin Lending, SMSF, and ALPA - Kaplan
 Samuel Wakefield2012Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce (Economics) - Griffith University ~ Diploma of Financial Services - Kaplan ~ Self Managed Superannation Funds - Kaplan
 Sarah Broady2004Bachelor of Commerce (Finance) - University of Wollongong ~ Certified Financial Planner - FPA ~ Graduate Diploma of Financial Planning - Securities Institute of Australia
 Sarah Louise Robinson2018Bachelor of Accountancy - University of South Australia ~ Diploma of Financial Planning - Kaplan
 Scott Andrew Clark1996Bachelor of Business (Economics & Finance) - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA
 Scott Charles Anderson2005Bachelor of Business (Finance/Marketing Management) - Southern Cross University ~ Diploma of Financial Advising - Securities Institute
 Scott James2009Advanced Diploma of Business (Accounting) - Victoria University ~ Bachelor of Business - Victoria University ~ Diploma in Accounting - Victoria University ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Shane John Harris2018Accredited Listed Product Adviser Program (ALPA) - Kaplan ~ Bachelor of Business (Financial Planning) - RMIT ~ Self Managed Superannuation Funds - Kaplan ~ TASA and theTPB Code of Professional Conduct - Kaplan
 Shane Patrick Perez1989Diploma of Financial Services (Financial Planning) - Financial Services Training and Assessment
 Shu-yi Schulstad2008Advanced Diploma Financial Services (Financial Planning) FNS60404 - Mentor Education Group ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group
 Sidharth Alwyn Joseph Pais0Graduate Diploma of Financial Planning - Kaplan ~ Master of Business (Professional Accounting) - Queensland University of Technology
 Simon Chiang2005Bachelor of Business (Banking & Finance) - University of Technology, Sydney ~ DFP 1 - Introduction to Financial Planning - FPA ~ DFP 2 - Risk Management and Insurance Planning - FPA ~ DFP 3 - Investment Planning 1 and DFP 7 - Investment Planning 2 - FPA ~ DFP 4 - Superannuation & Retirement Planning - Integratec
 Simon Robert Ferrali2005Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Business (Finance, Information Systems, Management) - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Self Managed Super Funds - Kaplan
 Skei Grace Harper2000DAFP1 Entry Level Competencies - Kaplan ~ Life Insurance Adviser (Personal Advice) - Mentor ~ Superannuation Adviser (Personal Advice) - Mentor ~ Tier 1:Financial Planning - Kaplan
 Sonya Jean Bigler2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Certificate in Financial Planning - Kaplan
 Stephen Cooke1987Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Stephen Edward Luman2012Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Self Managed Superannuation Funds - International Institute of Technology
 Steven John Duke2008Advanced Diploma of Financial Planning - Kaplan ~ Certificate IV Financial Service (Finance/Mortgage Broking) FNS40804 - MFAA ~ Diploma of Financial Services (Financial Planning) - ThreeSixty
 Steven Sardinha2016Bachelor of Arts - The University of Western Australia ~ Bachelor of Economics - Murdoch University ~ Certificate IV in Finance and Mortgage Broking - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Steven Wong2016Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce (Accounting) - The University of Western Sydney ~ Diploma Of Financial Services (Financial Planning) - Finsia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Provide advice in Margin Lending - Kaplan
 Stillianos Michael Konstantinou1999Accredited Listed Product Adviser Program - Kaplan ~ Diploma Of Financial Planning (DFP1 DFP8) - Deakin University ~ Diploma of Finance and Mortgage Broking Management - FARSTA(Finance & Related Services Training Academy) ~ Fellow Chartered Financial Practitioner - Association of Financial Advisers ~ Master of Financial Planning - Kaplan
 Stuart Walls1998DFP 1-3 - FPA ~ DFP 5-7 - FPA ~ Estate Planning - Tribeca ~ Financial Plan Construction & Review - Tribeca
 Susan Jane Impey2004Bachelor of Business (Management) - The University of Queensland ~ Bachelor of Commerce - The University of Queensland ~ Diploma of Financial Services (Financial Planning) - Australian and New Zealand Institute of Insurance and Finance
 Suzanne Evelyn Sykes1999Diploma Financial Services Finance/Mortgage Broking Mgmt - FNS5054 RTO 31518 ~ Diploma of Financial Planning (1-8) - FPA ~ FNS40804 Certificate IV in Financial Services ( Finance / Mortgage Broking) - The National Finance Institute ~ Margin Lending - Colonial Geared Investments
 Tanaya Marie Bendall-green2011Advanced Diploma Of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce (Finance and Marketing) - Curtin University of Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending & Geared Investments - Kaplan
 Tanya Lisa Farnsworth2018Advanced Diploma of Financial Planning - Mentor Education ~ Associate Diploma of Business (Accounting) - Western Australian Department of Training ~ Diploma of Financial Planning - Mentor Education ~ Diploma of Human Resources Management - TAFE ~ Diploma of Management - TAFE
 Tavis John Edmondstone2014Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce (Finance) - University of Southern Queensland ~ Diploma of Financial Planning - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Super Funds - Kaplan Professional Education
 Terence John O'regan2007Advanced Diploma of Financial Planning - Kaplan ~ Diploma Of Financial Services (Financial Planning) - Kaplan
 Terry Cross2003ASX Accredited Listed Products Advisor - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Finanical Planning 1 - 8 - Deakin University
 Thomas Alexander Robertson2017Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Commerce - The University of Western Australia ~ Graduate Diploma of Applied Finance & Investment - Securities Institute ~ Graduate Diploma of Financial Planning - Securities Institute ~ Self Managed Superannuation Funds - Kaplan
 Thomas Finnegan2008Advanced Diploma of Financial Services (Financial Planning) - Mentor ~ Bachelor of Commerce (Finance and Human Resource Management) - University of Southern Queensland ~ Cavendish & ICFS Specialist SMSF Course - Cavendish & ICFS ~ Diploma of Financial Services (Financial Planning) - Mentor
 Timothy Chalke2000Bachelor of Business Accounting - Deakin University ~ Diploma of Financial Planning - Kaplan Professional Education ~ Entry Level Compentencies - Integratec ~ Risk Management - Integratec ~ Superannuation and Retirement Planning - Integratec
 Timothy Scott Nicholls1998Bachelor Business Banking & Finance - University of Southern Qld ~ DFP 1 - Kaplan ~ DFP 2 - FPA ~ DFP 3 - Kaplan ~ DFP 4 - IntegraTec
 Todd Anthony Newton2008Advanced Diploma of Financial Planning - Mentor ~ Advanced Investment Planning - Mentor ~ DFP5v1 Tax for Financial Advising - Kaplan ~ Diploma of Financial Services (Financial Planning) - Pinnacle ~ Estate Planning - Mentor
 Tommy Laskaris1997ALPA - Kaplan ~ Bachelor of Business Banking and Finance - Queensland Univeristy of Technology ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan
 Travis Blair Smith1998Diploma in Financial Markets - Securities Institute ~ Diploma of Financial Planning - Deakin University
 Trevor Albert Stirling1999Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services ( Financial Planning ) - Tribeca ~ Fellow Chartered Financial Practitioner - Mentor Education Group
 Trevor John Garland1986Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA
 Troy Bartlett2014Advanced Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Foundation of Financial Planning Part B: Financial Planning, and Generic Knowledge - Kaplan ~ Insurance and Risk Protection - Kaplan ~ Superannuation and Retirement Planning - Kaplan
 Troy Bilich2008Diploma of Financial Planning 1-6 - FPA ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Tyson Zane Crotty2006Bachelor of Finance - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Valentino Charles Audino2001Diploma of Financial Planning - FPA
 Wade Croome2004Bachelor of Arts - University of Western Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 Wayne David Branscombe2003ALPA - Kaplan ~ B.Com - UWA ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University ~ Margin Lending & Geared Investments - Kaplan
 William Garas1989Diploma of Financial Services (Insurance Broking) - National Insurance Brokers Association (NIBA) ~ Statement 146 Knowledge PS146 (Superannuation & Insurance) - Integratec ~ Statement of Attainment - National Insurance Brokers Association (NIBA)
 William Ian Vonk2004Certificate IV in Financial Services (Finance / Mortgage Broking) - The National Finance Institute ~ Diploma of Finance and Mortgage Broking Management - AAMC Training Group ~ Diploma of Financial Planning - Deakin University
 Yang Yang DU2010Advanced Diploma of Financial Planning - Mentor ~ Bachelor of Business (International Business) - Queensland University of Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Yoong Fat Wong Hoy Yuen2014Bachelor of Business (Banking and Finance) - Victoria University ~ Diploma of Finance and Mortgage Broking Management - Kaplan