Morgans Financial Limited

AFS License Number
235410
Name
Morgans Financial Limited
ABN/ACN/ARBN
49010669726
Licensee issued
March 10, 2004
Address
Brisbane, 4000, QLD

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;
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;
securities;
standard margin lending facility;
superannuation; and
financial products limited to:
miscellaneous financial investment products limited to MDA services;
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;
securities; and
financial products limited to:
miscellaneous financial investment products limited to MDA services;
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;
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;
securities;
standard margin lending facility; and
superannuation; and
underwriting:
an issue of securities; and
provide the following custodial or depository services:
operate custodial or depository services other than investor directed portfolio services;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Adam Boyd Griffiths 1994 1995 - Certificate in Financial Markets - - Securities Institute of Australia ~ 2011 - Professional Diploma in Stockbroking - - Deakin/ SAA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Adam Mitchell Boyer 2016 2010 - Bachelor of Commerce (Finance) - - University of Qld ~ 2014 - Diploma of Financial Planning - - KAPLAN ~ 2015 - Advanced Diploma of Financial Planning - - KAPLAN
 Adam Troy Williams 1997 1991 - Bachelor of Commerce - - Deakin University ~ 1996 - Graduate Diploma in Applied Finance & Investment - Graduate Diploma (AQF 8) - FINSIA
 Adrienne Webb 2007 1994 - Bachelor of Commerce - - University of Queensland ~ 1996 - Graduate Diploma in Applied Finance & Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2005 - Certified Financial Planner - - FPA
 Aidan Michael Patterson 2022 2019 - Bachelor of Commerce with Distinction (Financial Planning & Finance) - Bachelor Degree (AQF 7) - Deakin University ~ 2020 - Ethics & Professional Relationship - Bridging Course - Ethics - QUT
 Aiden John Curtis 2023 2020 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney ~ 2022 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of Technology Sydney
 Ajit Shinde 2018 2012 - CFA Level 1 - - CFA Institute ~ 2014 - Master of Accounting - - Charles Darwin University ~ 2018 - Diploma in Financial Planning - - Kaplan
 Alexander Daniel Tynan 2018 2015 - Bachelor of Business (Accountancy) - - Queensland University of Technology ~ 2019 - Chartered Accountant - Other - Chartered Accountants Australia & NZ ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Alexandra Jane Burridge 2010 1982 - Bachelor of Medicine/ Surgery - - University of Adelaide ~ 1993 - Graduate Diploma in Business - - University of South Australia ~ 1998 - Graduate Diploma of Oenology (Winemaking) - - University of Adelaide ~ 2008 - Diploma of Financial Services (Financial Planning) - - FINSIA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Alicia Adams 2011 2007 - Bachelor of Arts - - University of Melbourne ~ 2007 - Bachelor of Commerce - - University of Melbourne ~ 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
 Alistair John Milne 2002 2002 - Bachelor of Commerce - - Griffith University ~ 2005 - Diploma of Financial Services (Financial Planning) - - TRIBECA
 Andrea Louise Morgan 2011 2011 - Tier 1 Adviser Compliance Solution - - KAPLAN
 Andrew Angus 2014 2013 - Diploma of Financial Planning - - Kaplan Professional
 Andrew Benson Stafford 2004 1991 - Bachelor of Economics - - University of Queensland ~ 2002 - SDIA Accreditation Program - - Deakin Prime ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Andrew Daniel Wilkie 2017 2008 - Bachelor of Commerce - - Griffith University ~ 2012 - Diploma of Financial Services - - Kaplan
 Andrew David Brown 2001 2001 - Bachelor of Commerce - - University of Queensland
 Andrew Duncan Horsbrugh 1994 2002 - Financial Services - - Central TAFE ~ 2010 - Margin Lending and Geared Investments - Other - Deakin Prime
 Andrew Graeme Eddy 2005 2000 - Bachelor of Business (Business Information Systems) - - RMIT University ~ 2005 - Graduate Certificate in Financial Planning - - FINSIA ~ 2008 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Andrew Hamish Fennell 1999 2002 - PS146 (Superannuation) - - Securities Institute Australia ~ 2002 - SDIA Accreditation Program - - SDIA
 Andrew John Reeves Robertson 1982 1972 - Bachelor of Commerce - - University of Queensland
 Andrew Nicholas Larkin 2003 2002 - Bachelor of Commerce - - Bond University ~ 2006 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA
 Andrew O'dell Fleming 1994 1985 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Queensland ~ 1993 - MBA - - University of Central Queensland ~ 2006 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2010 - Professional Diploma in Stockbroking - - Deakin University
 Andrew Owen Prentice 1999 1990 - Bachelor of Commerce (Accounting & Finance) - - University of Western Australia ~ 1997 - Graduate Diploma of Marketing - - ECU ~ 2000 - Diploma of Financial Planning - - Deakin
 Andrew Parkinson 2008 2005 - Bachelor of Business Management (International Business) - - University of Queensland ~ 2005 - Bachelors of Science (Drug Design & Development) - - University of Queensland ~ 2013 - Masters of Applied Finance (Wealth Management & Investment Management) - - Kaplan Professional ~ 2017 - Advanced Diploma of FinancialPlanning - Advanced Diploma (AQF 6) - Mentor
 Andrew Richard Fairley 2004 2002 - Diploma in Financial Markets - - Securities Institute of Australia ~ 2003 - SDIA RG146 Accreditation Program - Other - Deakin ~ 2010 - Margin Lending Accreditation Program - Other - Deakin Prime ~ 2013 - 924 Superannuation and Skills - Other - Kaplan ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Andrew Robert Phillips 2005 2004 - Bachelor of Business (Economics & Finance) - - RMIT University ~ 2006 - SDIA Accreditation Program - Tier 1 - - Deakin University
 Andrew William Inglis 2015 1981 - Bachelor of Commerce - - University of Tasmania ~ 2007 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - FINSIA
 Andrew Wynn Look 2015 2005 - Bachelor of Commerce - - Bond University ~ 2015 - RG146 - - KAPLAN ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Annelise Aquilina 2018 2018 - Bachelor of Economics and Finance - - University of Wollongong ~ 2018 - Diploma of Financial Planning - - Kaplan ~ 2019 - Accredited Aged Care Professional - Other - Aged Care Steps
 Annie Michelle Sutcliffe 2012 2011 - Foundations of Financial Planning - Other - Kaplan ~ 2011 - Investment Planning 1 - Other - Kaplan
 Anthony Damian Walsh 1996 1990 - Bachelor of Economics (Accounting) - - La Trobe University ~ 1995 - Graduate Diploma in Applied Finance and Investment - - Securities Institute Australia ~ 2002 - SDIA Accreditation Program - Other - Deakin University ~ 2010 - Margin Lending Accreditation Program - Other - Deakin Prime
 Anthony James Raikes 2013 1990 - Bachelor of Business (Accounting) - - Deakin University ~ 1999 - Graduate Certificate in Management - - Monash University ~ 2005 - Certificate IV in Small Business Management (NEIS Program) - - Box Hill Institute ~ 2013 - Diploma in Financial Planning - - Kaplan Professional
 Anthony John Beard 1987 1999 - Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2000 - General Securities Representative (Series 7) Examination - - National Association of Securities Dealers ~ 2012 - Cavendish & ICFS Specialist SMSF Course - - University of Adelaide ~ 2014 - Advanced Self Managed Superannuation Funds Program - - Kaplan Professional Education ~ 2015 - SMSF Association Specialist Member Accreditation Program - - SMSF Association ~ 2017 - Advanced Diploma of Financial Planning - - Monarch Institute
 Anthony John Curtis 1998 1977 - Bachelor of Economics - - University of Sydney ~ 1986 - Securities Institute Diploma - - FINSIA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Anthony John Mackenzie 1998 1993 - Bachelor of Commerce (Banking and Finance) - - University of Canberra ~ 2002 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT ~ 2021 - FASEA (Financial Adviser) Exam - Other - FASEA
 Anthony John Thomas Dennis 2000 1996 - Postgraduate Certificate of Management - - University of Western Sydney ~ 2002 - Diploma of Financial Advising - - Securities Institute Australia ~ 2005 - Company Directors Course - - Australian Institute of Company Directors
 Anthony Joseph Avery 1997 1977 - Bachelor of Arts (Economics) - Bachelor Degree (AQF 7) - University of Western Australia ~ 1998 - Series7 - - SEC ~ 2002 - RG146 - - Deakin Prime ~ 2010 - Margin Lending - - Deakin Prime ~ 2010 - Professional Diploma in Stockbroking - - Deakin Prime
 Anthony Joseph Milford 1985 1984 - SIA Certificate - - Securities Institute of Australia ~ 2004 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia
 Anthony Peel 1999 1999 - Diploma of Life Insurance - Diploma (AQF 5) - Association of Financial Advisers ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan ~ 2020 - FASEA (Financial Adviser) Exam - Other - FASEA ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Anthony Ross Miller 2006 2005 - Diploma of Financial Planning - - Tribeca ~ 2010 - Margin Lending Accreditation Program - Other - Deakin Prime
 Antony Santomartino 2015 2013 - Bachelor of Commerce and Economics - Bachelor Degree (AQF 7) - Monash University ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2014 - Master of Applied Finance - Masters Degree (AQF 9) - Monash University ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Arthur Ford Reynolds 1998 2002 - RG146 - - Assessment Education Services ~ 2005 - ASX / ACH Responsible Executive - - ASX
 Arvind Ballupet Shivakumar 2017 1998 - Master of Business Administration - - QUT ~ 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Ashley James Sim 2016 2016 - Bachelor of Business (International) - - QUT ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
 Ashley Joy Hunter 2018 2018 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT ~ 2019 - Accredited Aged Care Professional - Professional Designations - Aged Care Seps (ACS) Pty Ltd
 Barri-jon Stear 2010 2010 - Certificate in Financial Planning - - Milpark Business School, Cape Town, South Africa ~ 2015 - Diploma of Financial Planning - - Kaplan ~ 2016 - Securities & Managed Investments - - Kaplan ~ 2018 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Benedict Hugh Tighe 2001 2000 - Bachelor of Business (Economics and Finance) - - RMIT University ~ 2001 - Graduate Diploma in Information Systems - - RMIT University
 Benjamin Andrew Crouch 2014 2014 - Diploma In Financial Planning - - Monarch Institute ~ 2018 - Master of Applied Finance - Other - Kaplan
 Benjamin Buchanan 2008 2003 - Bachelor of agri business - - University of New England ~ 2008 - Graduate Certificate Applied Finance and Investment - - Finsia ~ 2008 - RG146 - - Deakin Prime ~ 2015 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Deakin ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Benjamin Donald Williamson 2003 2004 - Diploma of Financial Planning - - FPA ~ 2006 - Certified Financial Planner - - FPA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Benjamin Drew Kirkegaard 1996 2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University ~ 2011 - Professional Diploma in Stockbroking - Professional Designations - Stockbrokers Association of Australia ~ 2013 - Diploma of Financial Planing - Diploma (AQF 5) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Benjamin Frank Hatcher 2005 1993 - Bachelor of Commerce - - University of Queensland ~ 1996 - Chartered Accountant - Professional Designations - Institute of Chartered Accountants ~ 1997 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - SAA
 Benjamin Jack Cavanough 2018 2012 - Bachelor of Business (Finance) - - QUT ~ 2018 - Masters of Applied Finance - - Kaplan Professional
 Benjamin John Rodney 2007 1999 - Bachelor of Science (Biomedical Science) - - University of Queensland ~ 2008 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2013 - Masters of Applied Finance - - Kaplan Professional
 Benjamin Roy Hollis 1999 1996 - Advanced Certificate in Accounting - - TAFE ~ 2002 - Diploma of Financial Planning - - FPA/ Deakin University ~ 2005 - Certified Financial Planner Education Programme - - Deakin University ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Bernard John Power 1994 1971 - Bachelor of Commerce - - University of Melbourne ~ 2002 - ASIC PS146 Compliance (Securities and Managed Investments) - - Securities and Derivatives Industry Association ~ 2004 - Responsible Executive Exam - - Tribeca ~ 2010 - Margin Lending - - Stockbrokers Association of Australia ~ 2011 - Superannuation - - Stockbrokers Association of Australia
 Blair Raymond Carroll 1999 1996 - Bachelor of Business (Accounting & Marketing) - - Griffith University ~ 2003 - Graduate Certificate of Applied Finance - - FINSIA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Bohdan Green Burima 2009 2008 - Bachelor of Arts (Economics) - - University of Calgary ~ 2009 - Advanced Diploma of Financial Services - - Mentor Education ~ 2011 - Certified Financial Planner - - Financial Planning Association of Australia
 Bradley James Knight 2004 2003 - Bachelor of Economics - - Adelaide University ~ 2008 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2012 - Graduate Certificate in Applied Finance - - Kaplan
 Bradley John Tuckerman 2010 2002 - Bachelor of Engineering - - University of Newcastle ~ 2012 - Diploma in Financial Services (Financial Planning) - - Mentor Education
 Bradley Robert Burns 1995 1997 - Bachelor of Business (International Business) - - Queensland University of Technology ~ 2001 - Graduate Diploma in Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute Australia
 Bradley Robert Hamburg 2005 1991 - Bachelor of Business Administration - - University of South West Texas ~ 2007 - Diploma of Financial Markets - - FINSIA ~ 2010 - Diploma of Financial Services (Financial Planning) - - Kaplan
 Brenden Mark Banks 2007 1996 - Diploma of Business and Computing - - Lorraine Martin College ~ 2001 - Diploma of Financial Markets - - Securities Institute Australia ~ 2017 - TASA and the TPB Code of Professional Conduct - - Kaplan
 Brendon John Colville 2017 2010 - Bachelor of Business (Accounting) - - Avondale College ~ 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2016 - Advanced Financial Planning Certificate - - Kaplan ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Brent Allan Dawkins 2009 2002 - Bachelor of Commerce & Law - - University of Tasmania ~ 2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2009 - Certified Financial Planner - - FPA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Brent Desmond Fiedler 2010 2008 - Diploma of Financial Services - - FINSIA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Brent Plasier 2002 1993 - Bachelor of Business (Banking and Finance) - - Charles Sturt University ~ 2002 - Investment Planning 1 - - Integratec ~ 2002 - Retirement Planning and Principles Course - - Integratec ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
 Brett Peter Boardman 1998 1997 - Bachelor of International Business - - Griffith University ~ 2002 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2002 - SDIA Accreditation Program Assessment - - Securities & Derivatives Industry Association ~ 2007 - Master of Applied Finance - - Macquarie University ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Brooke Maree Gardener 2017 2017 - Diploma of Financial Planning - - Kaplan
 Bruce William Porter 1991 1990 - Certificate Course - - Securities Institute Australia ~ 2002 - Financial Services - - Central TAFE ~ 2011 - Margin Lending Accreditation Program - - SAA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Bryan Noel Davies 1999 1991 - Bachelor of Economics - - University of New England ~ 2000 - Diploma of Financial Planning - - FPA ~ 2000 - Graduate Diploma of Financial Management - - UNE
 Cameron Frederick Moule 2015 2009 - Bachelor of Commerce - - University of Queensland ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Cameron Lloyd Williams 0 2010 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Western Australia ~ 2016 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Campbell James Walker 2000 1996 - Bachelor of Commerce (Honours) - - Monash University ~ 2004 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - FINSIA
 Campbell Stafford Harris 2008 2007 - Bachelor of Commerce (Banking & Finance) - - University of Canberra
 Carol Ann Corbey 1992 2002 - SDIA Accreditation Program - - Deakin University ~ 2009 - Entry Level Competencies - - Kaplan Professional ~ 2009 - Superannuation - - RMIT University ~ 2010 - Margin Lending Accreditation Program - - SAA
 Celia Jane Carroll 1998 1995 - Bachelor of Science - - The University of New England ~ 1999 - Diploma of Financial Planning - - FPA ~ 2002 - CFP - - FPA ~ 2021 - FASEA (Financial Adviser) Exam - Other - FASEA
 Charles Croxon Poolman 1990 1995 - Certificate II in Financial Markets - - Securities Institute of Australia ~ 2006 - SDIA RG146 Accreditation Program - Other - SDIA ~ 2010 - Margin Lending Accreditation - Other - Deakin Prime ~ 2011 - Professional Diploma in Stockbroking - - DeakinPrime ~ 2013 - 924 Superannuation and Skills - Other - Kaplan
 Charles Joseph Gabriel 2018 2015 - Bachelor of Business - - University of Tasmania ~ 2015 - RG146 Generic Knowledge - - Financial Education Professionals ~ 2015 - RG146 Securities - - Financial Education Professionals ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Charles Ronald Philip Baulch 2008 2001 - Bachelor of Finance - - La Trobe University ~ 2007 - Advanced Diploma of Financial Planning - - Kaplan Professional
 Charles Ross Johnston 1997 1993 - Bachelor of Financial Administration - - University of New England ~ 1997 - Chartered Accountant - - Institute of Chartered Accountants ~ 1998 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Charles Smallhorn 2002 1998 - Bachelor of Arts - - University of Queensland ~ 2001 - Bachelor of Economics - - University of Queensland ~ 2004 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
 Charlotte Doig 2022 2017 - Bachelor of Business (Finance and Marketing) - Bachelor Degree (AQF 7) - UTS ~ 2019 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2020 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Kaplan ~ 2021 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
 Cheyne Anthony Peat 2016 2015 - Diploma of Financial Planning - - KAPLAN ~ 2019 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan ~ 2020 - Ethics and Professionalism in Financial dvice - Bridging Course - Ethics - Kaplan ~ 2021 - Tax and Commercial Law for Financial Planning - Other - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Christian Anthony Saffioti 2022 2020 - Bachelor of Economics and Finance - Bachelor Degree (AQF 7) - University of Wollongong ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2022 - Margin Lending - Other - SIAA
 Christian Dimitriou 2001 2005 - Bachelor of Business - - Queensland University of Technology ~ 2006 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Christian James Hope 2014 2008 - ASIC RG 146 - Tier 1 Life Insurance and Superannuation Compliance - - Australian & New Zealand Institute of Insurance & Finance ~ 2009 - Diploma of Financial Services - Life Insurance - - Australian & New Zealand Institute of Insurance & Finance ~ 2013 - Bachelor of Business (Insurance and Finance) - - Charles Sturt University ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2023 - Tax for Financial Advising - Other - Kaplan
 Christof Alexander Kozaris 1995 1993 - Bachelor of Economics - - Monash University ~ 1994 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute of Australasia ~ 2000 - Series 7 - - NASD Accreditation
 Christopher David Young 2006 2001 - Advanced Diploma of Accounting - - TAFE NSW ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2006 - Bachelor of Finance - - Newcastle University ~ 2022 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
 Christopher John Oldroyd 2005 2004 - Bachelor of Business (Finance/Banking) - - Charlest Stuart University ~ 2009 - Graduate Diploma of Applied Finance (Financial Planning) - Graduate Diploma (AQF 8) - Kaplan
 Christopher John Tynan 1998 1998 - Financial Planning Principles and Practice Course - - Securities Institute ~ 2010 - Margin Lending Accreditation Program - Other - Deakin Prime ~ 2010 - Professional Diploma in Stockbroking - - Deakin University ~ 2010 - Professional Diploma in Stockbroking - Professional Designations - Deakin Prime
 Christopher Langley 2007 2004 - Bachelor of Commerce (Economics & Finance) - Bachelor Degree (AQF 7) - Deakin University ~ 2006 - ADA Level 1 - - Kaplan ~ 2009 - Graduate Diploma of Applied Finance - - Financial Services Institute of Australasia ~ 2011 - Margin Lending Accreditation - - Stockbrokers Association of Australia ~ 2014 - Superannuation Accreditation - - Stockbrokers Association of Australia
 Christopher Michael Power 2006 2005 - Bachelor of Commerce (Applied Finance & Financial Planning) - - University of Wollongong ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Christopher Stewart Macdonald 2007 1996 - Bachelor of Commerce (Marketing & Economics) - - Macquarie University ~ 2007 - Diploma in Financial Markets - - FINSIA
 Christopher William Kraegen 2005 2001 - Bachelor of Economics (Finance) - Bachelor Degree (AQF 7) - University of NSW ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - - ThreeSixty ~ 2006 - Diploma of Financial Services (Financial Markets) - - AFMA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Chung-ying Chiong 1997 1993 - Bachelor of Commerce - - University of Queensland ~ 1995 - Bachelor of Economics - - University of Queensland ~ 1995 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 1999 - Master of Business Administration - - University of Queensland
 Clare Jean Rixon 2005 1985 - Bachelor of Business - - University of South East Queensland ~ 2004 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2008 - SMSF - - Kaplan Professional ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Clinton John Bush 2018 2013 - Bachelor of Business and Commerce - - Monash University ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2020 - Super and Retirement Advise - Other - Kaplan ~ 2021 - Tax and Commercial Law for Financial Planning - Other - Kaplan ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Clive Ronald Briggs 1990 1976 - Bachelor of Commerce - - University of Queensland ~ 1983 - Masters of Business Administration - - Macquarie University
 Craig Walter Watson 1999 1993 - Bachelor of Business (Finance/Marketing/Management) - - Southern Cross University ~ 2001 - Diploma of Financial Planning - - Deakin University ~ 2003 - Certified Financial Planner Education Program - - FPA ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Curt Alan Mathews 2008 2006 - Diploma of Financial Services (Financial Planning) - - Finsia ~ 2009 - Graduate Diploma in Financial Planning - - Kaplan Professional ~ 2009 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan ~ 2013 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Damian Ashley Collins 2007 2003 - Bachelor of Finance - - Latrobe University ~ 2006 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Kaplan ~ 2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Damien Nguyen 2017 2016 - Bachelor of Commerce - - Deakin University ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Damon Sean Murray 2009 2006 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Self Managed Superannuation Fund - Other - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Damon Tune 1998 1997 - Bachelor of Commerce - - Griffith University
 Daniel Hyam Dreyfus 1988 1978 - Bachelor of Commerce - - University of New South Wales ~ 1984 - Masters of Business Administration - - Cranfield University
 Darrell Ling 2005 1992 - Bachelor of Commerce - - Griffith University ~ 1999 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
 Darren Hocking 2004 2004 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2005 - Bachelor of Management - - University of South Australia ~ 2010 - Advanced Diploma Financial Services (Financial Planning) - - Kaplan ~ 2011 - Margin Lending Accreditation Program - - Financial Essentials Pty Ltd ~ 2014 - Advanced Self Managed Super Funds Program - - Kaplan
 Darren John Thompson 2000 2005 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2014 - Self Managed Super Funds - Other - Kaplan ~ 2018 - Master of Business (Management) - - University of Wollongong ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 David Alexander Franklin 2013 2014 - Margin Lending - - Stockbrokers Association of Australia ~ 2014 - Professional Diploma in Stockbroking - - Stockbrokers Association of Australia ~ 2017 - Diploma of Financial Planning - - KAPLAN ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2021 - FASEA (Financial Adviser) Exam - Other - FASEA
 David Allen 2007 2009 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2012 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2017 - Self Managed Superannuation Funds - Other - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
 David Andrew Cope 2008 2007 - Bachelor of Business (Financial Planning) - - Royal Melbourne Institute of Technology
 David Codey 1987 1980 - Bachelor of Commerce - - University of New South Wales ~ 2014 - Foundations of Financial Planning Part B: Financial Planning - - KAPLAN
 David Driscoll 1999 1999 - Bachelor of Commerce - - Curtin University of Technology ~ 2003 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2010 - Margin Lending - - Stockbrokers Association of Australia
 David Geoffrey Heath 1984 2002 - RG146 - - Assessment Education Services
 David John Cleal 2000 1992 - Bachelor of Business (Accounting) - - Deakin University ~ 1997 - Certified Practising Accountant - - Australian Society of Certified Practising Accountants ~ 2003 - Certified Financial Planner - - Financial Planning Association of Australia
 David John Oliphant 2001 1992 - Bachelor of Commerce - - University of Melbourne ~ 2001 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute Australia
 David John Taylor 2006 2003 - Bachelor of Commerce (Finance and Risk Management) - - Griffith University ~ 2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 David Neil Grosser 2013 1992 - Bachelor of Accountancy - - University of South Australia ~ 2003 - Masters of Business Administration - - Deakin University ~ 2013 - Diploma of Financial Services - - Kaplan Professional
 David Neil Thompson 2016 2002 - Bachelor of Business (Accounting) - - Griffith University ~ 2005 - CFA Level 1 - - CFA Institute ~ 2005 - Graduate Diploma in Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2016 - Securities & Managed Investments - - KAPLAN
 David Thomas Sallway 2006 2003 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - Macquarie University ~ 2006 - RG146 Accreditation - - Deakin Prime ~ 2010 - ADA1 - Derivatives Accreditation Program - - Deakin Prime ~ 2010 - Specialist Knowledge: Foreign Exchange - - Kaplan ~ 2011 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Deakin Prime
 David Wright 2004 1990 - Bachelor of Economics - - University of Queensland ~ 1991 - Graduate Diploma of Business - - Queensland University of Technology ~ 1998 - Bachelor of Arts - - University of Queensland ~ 2005 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Dean Crokidas 2008 2005 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - QUT ~ 2008 - Diploma of Financial Services (Financial Planning) - - RG146 Training Australia Pty Ltd ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - RG146 Training Australia Pty ltd ~ 2010 - Margin Lending and Geared Investments - - Kaplan Education Pty Limited ~ 2016 - Self Managed Superannuation Funds - - Kaplan Education Pty Ltd
 Dean Peter Mazaris 2022 2019 - Bachelor of Commerce (Financial Planning & Finance) - Bachelor Degree (AQF 7) - Deakin University ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Dean Robert Mellers 2002 2000 - Bachelor of Commerce - - University of Queensland ~ 2001 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Derek James Parker 2023 2001 - Bachelor of Business (Accountancy) - Graduate Certificate (AQF 8) - Queensland University of Technology ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Diana Lock 1999 2000 - Diploma of Financial Planning - - Deakin University ~ 2005 - CFP - - Deakin University
 Dianne Colledge 2004 2004 - Diploma of Financial Services (Financial Planning) - - TRIBECA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Dougal Geoffrey Onus Maynes 1996 1994 - Diploma of Export Management - - Queensland University of Technology ~ 1995 - Bachelor of Business (International Management) - - Queensland University of Technology ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Duncan Ryan Schofield 2001 2002 - Industry Standard Education - RG146 specialist knowledge - - AMP Limited ~ 2023 - FAS Adviser Exam - Other - ASIC
 Dylan Francis Psiuk 2017 2017 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - James Cook University ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Edward Paul Christoe 2003 2001 - Diploma of Financial Advising - - Securities Institute
 Elizabeth Anne Purvis 1988 2002 - RMIT/SDIA Superannuation Module - - RMIT University ~ 2003 - SDIA Accreditation Program Assessment - Securities, Futures Markets and Managed investments - - Securities and Derivatives Industry Association ~ 2014 - Deposit Products and Non-Cash payments - - Financial Education Professionals
 Eric Kesler 2003 2003 - Diploma of Financial Services (Financial Planning) (FNB50802) - - King's International College ~ 2010 - Margin Lending Accreditation Program - - Stockbrokers Association of Australia ~ 2014 - Accredited Derivatives Adviser Level 1 Exam - - Kaplan Professional Education ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Evan Peter Hurse 2008 2010 - ASX Accredited Derivatives Adviser L1 - - Kaplan ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2012 - Advanced Diploma Financial Planning - - Kaplan ~ 2013 - Self Managed Superannuation Funds - - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Frank Fotopoulos 2021 2017 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University Australia ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2020 - Tax for Financial Advising - Other - Kaplan
 Gary Robert Thorniley 2001 1991 - Bachelor of Science (Agriculture) - Honours - - University of Western Australia ~ 2000 - Graduate Diploma of Business - - Curtin University of Technology ~ 2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2004 - Certified Financial Planner - - Financial Planning Association ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Geoffrey Walter Voller 1993 1973 - Bachelor of Business (Accounting) - - Queensland University of Technology ~ 1995 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Finsia
 Geoffrey William Jordan 1989 2003 - Diploma of Financial Planning - - Deakin University ~ 2008 - CFP - - Deakin University
 George Marshall 2022 2008 - Bachelor of Education - Bachelor Degree (AQF 7) - Griffith University ~ 2018 - Master of Business (Applied Finance) - Masters Degree (AQF 9) - Queensland University of Technology ~ 2021 - Financial Adviser Exam - Other - ASIC ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - KAPLAN
 Georgina Hennekens 2006 2005 - Bachelor of International Business - - Griffith University ~ 2006 - SDIA Accreditation Program - - Deakin University ~ 2007 - Graduate Diploma in Applied Finance - Graduate Diploma (AQF 8) - FINSIA ~ 2011 - Professional Diploma in Stockbroking - - Deakin Prime
 Glenn Peter Luckie 1995 2002 - Diploma of Financial Planning - - FPA
 Grant John Williams 1987 1987 - Bachelor of Business - - Kuring-gai College of Advanced Education ~ 2005 - ASX / ACH Responsible Executive Exam - Other - Tribeca ~ 2010 - Margin Lending and Geared Investments - Other - Deakin Prime ~ 2014 - Level 1 Accredited Derivatives Adviser - - Australian Securities and Investments Commission ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Gregory Haralambos Kouroulis 2016 2014 - Bachelor of Economics and Finance - - University of Wollongong ~ 2016 - 928 Margin Lending - Other - Kaplan ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Gregory Thomas 1994 1999 - Diploma of Financial Markets - - Securities Institute of Australia ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Gregory William Harris 2012 2010 - Bachelor of Business (Accounting) - - Charles Sturt University ~ 2014 - Master of Applied Finance (Financial Planning) - Masters Degree (AQF 9) - Charles Sturt University
 Hamish David Dunbar 2005 1997 - Bachelor of Commerce - - Griffith University ~ 2007 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2013 - SMSF Specialist Adviser - - SMSF Association ~ 2019 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Hamish Robbie Dee 1993 1992 - Bachelor of Commerce - - University of Queensland ~ 1993 - Bachelor of Economics - - University of Queensland ~ 1997 - Graduate Diploma in Applied Finance and investment - Graduate Diploma (AQF 8) - Kalan ~ 2010 - Professional Diploma in Stockbroking - - Deakin Prime University
 Harrison David Boyd 2024 2020 - Bachelor of Business (Financial Management) - Bachelor Degree (AQF 7) - University of New England ~ 2022 - Business and Corporations Law - LAW504 - Other - Charles Sturt University ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Charles Sturt University ~ 2022 - Taxation Strategies - LAW545 - Other - Charles Sturt University ~ 2024 - Margin Lending Specialist - Other - Kaplan
 Heath Marc Hill 2000 2000 - Bachelor of Commerce - - James Cook University ~ 2002 - Diploma of Technical Analysis - - FINSIA ~ 2004 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA
 Helen Mcmillan 2023 2000 - Bachelor of Business Administration - Bachelor Degree (AQF 7) - De Haagse Hogeschool ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan ~ 2021 - Certified Financial Planner - Professional Designations - Financial Adviser Association Australia (FAAA) ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
 Hennietta Harmse 2005 1983 - Bachelor of Commerce (Accounting) - - Rand Afrikaans University ~ 2000 - Income Tax & Aspects of Company Law - - The University of Southern Queensland ~ 2001 - Chartered Accountant Australia - - Chartered Accountants Australia and New Zealand ~ 2005 - Diploma of Financial Services (Financial Planning) - - Kaplan (formerly Securities Institute Australia) ~ 2015 - Chartered Accountant Financial Planning Specialist - - Chartered Accountants Australia and New Zealand
 Henry Sean Mcquinn 2008 2006 - Bachelor of Business and Commerce - - Monash University ~ 2008 - The SDIA Accreditation Program - Tier 1 level - Other - Deakin University / SDIA ~ 2013 - Superannuation - Other - Kaplan ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Hugo James Dein 2000 2002 - SDIA Accreditation Program Assessment - - SDIA / Deakin University ~ 2004 - RMIT/SDIA Superannuation Module - - RMIT University ~ 2010 - Margin Lending Accreditation Program - - Stockbroker Association of Australia / DeakinPrime ~ 2010 - Professional Diploma in Stockbroking - Professional Designations - SAFAA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Iain Llywelyn Jones 2010 2010 - Professional Diploma in Stockbroking - - Deakin Prime
 Iain Michael Cooper 2002 1995 - Bachelor of Business (Banking & Finance) - - University of Technology ~ 2009 - Masters in Applied Finance - - Securities Institute Australia ~ 2011 - Professional Diploma in Stockbroking - - Deakin University
 Ian Elks 1998 1984 - Bachelor of Commerce - - University of Queensland ~ 1989 - Chartered Accountant - Professional Designations - ICAA ~ 2000 - Special Entry B - - Financial Planning Association of Australia ~ 2011 - Margin Lending Accreditation Program - - Stockbrokers Association of Australia
 Isobelle Torralba 1998 2004 - Advanced Diploma of Financial Services (Financial Planning) - - TRIBECA ~ 2004 - Diploma of Financial Services (Financial Planning) - - TRIBECA
 Jaarod Allen Daaron Holmes 2023 2021 - Bachelor of Commerce - Finance & Financial Planning Double Major - Bachelor Degree (AQF 7) - Curtin University
 Jack Eathan Mullins 2016 2016 - Core 1 Securities & Managed Investments Accreditation Program - - SAA
 Jack Edward Stickley 2022 2015 - Bachelor of Commerce (with Major in Accounting) - Bachelor Degree (AQF 7) - The University of Queensland ~ 2018 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - Chartered Accountants Australia and New Zealand ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Jack Leon Michael Deane 2021 2015 - Bachelor of Accounting - Bachelor Degree (AQF 7) - CQU University ~ 2017 - Graduate Diploma Chartered Accountant - Graduate Diploma (AQF 8) - Chartered Accountants ~ 2019 - Ethics & Professionalism in Financial Advise - Bridging Course - Ethics - Kaplan ~ 2020 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Jack Thomas Ellis 2018 2018 - Core 1 Securities & Managed Investments - - Stockbrokers and Financial Advisers Association of Australia ~ 2020 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Australian National University ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT ~ 2021 - FASEA (Financial Adviser) Exam - Other - FASEA ~ 2022 - FPC003 Superannuation and Retirement Advice - Other - Kaplan
 Jackson Rampant 2018 2017 - Diploma of Financial Planning - - Kaplan Education ~ 2018 - Bachelor of Commerce - - University of Newcastle ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Jahanne Jessica Nagle 2018 2011 - Bachelor of Commerce (Finance) - - University of Melbourne ~ 2013 - Master of Finance - - University of Melbourne ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
 James Blair Thackray 2012 2010 - RG146 - - RG146 Training Australia ~ 2011 - Bachelor of Business and Entrepreneurship - - Victoria University ~ 2013 - 924 Superannuation and Skills - Other - Kaplan ~ 2017 - Tier 1 Life Insurance - Other - Kaplan ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 James Daniel Syme 2011 2007 - Bachelor of Commerce - - Monash ~ 2012 - Diploma of Financial Services (Financial Planning) - - IIT ~ 2012 - Margin Lending Course - - IIT ~ 2012 - Self Managed Superannuation Funds - - IIT ~ 2015 - Advanced Diploma of Financial Planning - - International Institute of Technology
 James Hogarth Chandler 2009 2004 - Bachelor of Business Management (HR Management & Industrial Relations) - - University of Queensland ~ 2004 - Bachelor of Commerce - - University of Queensland ~ 2016 - TASA and the TPB Code of Professional Conduct - Other - Kaplan ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 James Ian Fulton-kennedy 2015 2015 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University ~ 2015 - Bachelor of Internatitonal Business - - Griffith University
 James Kay 2013 2009 - Bachelor of Science - - The University of Melbourne ~ 2012 - Master of Commerce - - RMIT ~ 2013 - Diploma of Financial Services - - RMIT ~ 2013 - Superannuation & Life Insurance - - RMIT
 James Maurice Hoare 2022 2015 - Bachelor of Business - Bachelor Degree (AQF 7) - QUT ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 James Thomas Macaulay 2007 2002 - Bachelor of Commerce - - The University of Queensland ~ 2003 - Bachelor of Laws - - The University of Queensland ~ 2007 - SDIA Accreditation Program - Tier 1 - - Deakin University
 James Warwick Lawrence 2018 2005 - Bachelor of Arts (Honours Class 1) International Relations - Bachelor Degree (AQF 7) - University of Queensland ~ 2009 - Graduate Diploma in Applied Finance - Graduate Diploma (AQF 8) - FINSIA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Jamie Preston 2024 2022 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
 Jarrod Gregory Ross 2004 1990 - Bachelor of Engineering - - University of NSW ~ 2007 - Graduate Certificate in Financial Planning - - Finsia ~ 2007 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Jarrod John Martin 1999 1996 - Bachelor of Business (Property) - - RMIT University ~ 1999 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2001 - Certified Financial Planner - - FPA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Jason John Coffey 2001 1998 - Bachelor of Commerce - - La Trobe University ~ 2002 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2013 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
 Jason Turnbull 1997 1996 - Bachelor of Commerce - - University of Adelaide ~ 1999 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2001 - Diploma of Financial Planning - - Financial Planning Association ~ 2002 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Jayden Robert Pollard 2018 2017 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of Canberra ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2020 - FASEA (Financial Adviser) Exam - Other - FASEA
 Jean Kaoru Findlay 1997 1994 - Bachelor of Science - - University of Sydney ~ 2002 - Diploma of Financial Planning - - Financial Planning Association ~ 2007 - SMSF Specialist Pathway Program - Other - Tribeca ~ 2010 - Master of Commerce (Finance) - - University of New South Wales ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Jeff Potter 2002 1998 - Bachelor of Commerce - - Flinders University of South Australia ~ 2003 - Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2004 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Kaplan ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Jeffrey Douglas Pappin 1997 1999 - Diploma of Financial Markets - - Securities Institute of Australia ~ 2010 - Professional Diploma in Stockbroking - - Deakin University
 Jeffrey William Mckenzie White 2012 2004 - Certificate II in Hopsitality - - Tourism College of Arts ~ 2012 - Diploma in Financial Planning - - RG146 Training Australia
 Jennifer Margaret Abood 1995 1995 - Bachelor of Economics - - The University of Sydney ~ 1996 - Graduate Diploma of Applied Finance and Investments - Graduate Diploma (AQF 8) - Securities Institute
 Jing Fan 2023 2007 - Bachelor of Business Administration - Bachelor Degree (AQF 7) - USQ ~ 2013 - Master of Business Administration (Personal Financial Planning) - Masters Degree (AQF 9) - USQ ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Jodie Anne Cowburn 2016 1994 - Bachelor of Business - - Griffith University ~ 2004 - Diploma of Financial Planning - - Financial Planning Association ~ 2011 - Margin Lending & Geared Investments - - KAPLAN ~ 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
 Jodie Garden 2015 2008 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2011 - Bachelor of Commerce (Economics & Financial Planning) - Bachelor Degree (AQF 7) - Curtin University ~ 2011 - Diploma of Financial Services (Finance/Mortgage Broking Management) - - AAMC Training Group
 Jodie Michelle Meynell 1997 2002 - Certified Financial Planner (CFP) - FPA - - Deakin University/ FPA ~ 2002 - Diploma of Financial Planning - - Deakin University ~ 2013 - SMSF specialist adviser - - SMSF Association (SSA) ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 John Buchan Cleary 2010 2006 - Bachelor of Commerce (Marketing & Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2011 - Graduate Diploma in Financial Planning - - Kaplan Professional
 John Charles Holmes Clark 1981 1979 - Bachelor of Commerce - - University of Western Australia
 John Francis Hansen 2021 2015 - Bachelor of Commerce - Bachelor Degree (AQF 7) - UQ ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 John Fryar 1998 2003 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute of Austalia ~ 2014 - Self Managed Superannuation Funds - - Kaplan ~ 2015 - Advanced Diploma of Financial Planning - - Kaplan
 John Lawrence Tuckerman 1986 1969 - Accountancy - - Institute of Chartered Accountants ~ 2002 - FSR Accreditation - - The Centre for Business Solutions
 John Lindsay 1987 1998 - Certified Financial Planner - - Financial Planning Association ~ 1998 - Diploma of Financial Planning - - Deakin University ~ 2019 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University ~ 2023 - Ethics and Professionalism - Bridging Course - Ethics - Griffith University
 John Martin Van DE Pol 1998 1992 - Bachelor of International Business - - Griffith University ~ 1997 - Bachelor of Business (Management) - - QUT ~ 2002 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
 John Savige Palmer 1997 1972 - Bachelor of Commerce - - University of Queensland ~ 1998 - Diploma of Financial Planning - - Deakin University
 John William Turley 2010 1998 - Bachelor of Business (Accounting) - - Queensland University of Technology ~ 2010 - Tier 1 RG 146 Compliance - - Kaplan ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Jonathan Alexander Ahlberg 2005 2012 - Advanced Diploma of Financial Services - - KAPLAN ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2020 - FPC006 Tax and Commercial Law for Financial Planning - Other - Kaplan ~ 2021 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Jonathan Elliott Pitt 2006 1998 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute Australia ~ 2004 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Jonathan Paul Brunello 0 1996 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Jonathon Kirk 2005 1992 - Bachelor of Business - - Monash University ~ 2003 - Diploma Financial Planning - - FPA / Deakin ~ 2006 - CFP - - FPA / Deakin
 Jordan Thomas Mackellar 0 2022 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Joseph Michael Conroy 2023 2015 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - University of Queensland ~ 2015 - Bachelor of Economics (International Trade and Finance) - Bachelor Degree (AQF 7) - University of Queensland ~ 2021 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Joseph Phillip Sim 1997 1992 - Bachelor of Commerce - - Griffith University ~ 1995 - Certified Practising Accountant - - CPA Australia ~ 1998 - Diploma of Financial Planning - - Deakin University ~ 1999 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Joshua Thomas Jones 2011 2007 - Bachelor of Business (Economics & Finance) - - RMIT University ~ 2008 - Bachelor of Commerce - - University of Melbourne ~ 2009 - Core 1 Securities and Managed Investments Accreditation Program - - Deakin University ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Judith Maria Mostaard 2001 2002 - Diploma of Financial Planning - - Deakin University ~ 2004 - Certified Financial Planner - - Deakin University ~ 2011 - SMSF Specialist Adviser (SSA) Accreditation - - SMSF Association
 Julian Norris 2004 2002 - SDIA Accreditation Program - - Deakin University ~ 2003 - Bachelor of Business (Banking and International Business) - - University of Technology, Sydney ~ 2011 - Margin Lending and Geared Investments - - Kaplan
 Justin Robert James Sharples 1999 1995 - Bachelor of Economics - - Macquarie University ~ 1997 - Postgraduate Diploma in Accountancy - - Macquarie University ~ 1998 - Postgraduate Diploma in Economics, Politics and Industrial Relations - - Oxford University
 Justin Wynne 2015 2004 - Bachelor of Applied Finance with the degree of Bachelor of Commerce Accounting - - Macquarie University ~ 2005 - SDIA Accreditation Program - - Deakin University ~ 2006 - Graduate Certificate in Financial Planning - - Kaplan ~ 2007 - ASX Accredited Derivatives Adviser Level Two - - Tribeca ~ 2017 - Master of Applied Finance - - Kaplan
 Kai Braendstrup Hansen 2004 2005 - Bachelor of Business (Financial Planning) - - RMIT ~ 2008 - Graduate Diploma Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2011 - SMSF Specialist Adviser (SAA) Accreditation - - SMSF Association ~ 2015 - Masters of Taxation (Financial Planning) - - University of NSW
 Karen Els 2015 2005 - Honours Bachelor of Commerce - Bachelor Honours Degree (AQF 8) - University of South Africa ~ 2010 - Diploma of Financial Planning - - Mentor Education Group ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2015 - Advanced Diploma Of Financial Planning - - Kaplan Professional Education ~ 2015 - Self Managed Superannuation Funds - - Kaplan Professional Education
 Karen May Mcclimon-smith 1995 2001 - Diploma of Financial Advising - - Securities Institute of Australia ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Karen Mctier 1999 1997 - Bachelor of Business (Accounting) - - Central Queensland University ~ 2000 - Diploma of Financial Planning - - Deakin University & FPA ~ 2002 - Certified Financial Planner - - FPA
 Karl Joseph Brosnan 2004 2002 - Investment Administration Qualification - - Securities Institute UK ~ 2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2006 - Bachelor of Business (Economics & Marketing) - - University of Southern Queensland
 Katarzyna Radzka 2018 2009 - Bachelor of Business - Bachelor Degree (AQF 7) - Swimburne University of Technology ~ 2011 - Master of Communications - Masters Degree (AQF 9) - Griffith University ~ 2018 - Advanced Diploma in Financial Planning - - Kaplan
 Kathryn Therese Zachariah 2018 2015 - Diploma in Financial Planning - - Integrity Education ~ 2016 - Advanced Diploma in Financial Planning - - Integrity Education ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT ~ 2021 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps ~ 2021 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
 Kenneth Patrick Howard 1996 1992 - Bachelor of Economics - - University of Queensland ~ 1996 - Bachelor of Laws - - University of Queensland ~ 1997 - Graduate Diploma in Applied finance and investment - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2004 - Chartered Financial Analyst - CFA - - CFA Instituted ~ 2007 - ASX/ACH Responsible Executive Exam - - ASX
 Kerrin Phipps 2015 2012 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - University of Queensland ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Self Managed Super Funds - Other - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Khim Shiong Chua 2005 2004 - Master of Business Administration (Finance) - - University of Central Queensland ~ 2007 - Graduate Certificate in Financial Planning - - Securities Institute of Australia ~ 2009 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - FINSIA ~ 2010 - Accredited Derivatives Adviser Level 1 - - Deakin University ~ 2018 - CERTIFIED FINANCIAL PLANNER - Professional Designations - FAAA
 Kurt William Telford 2000 1992 - Bachelor of Commerce & Management (Business Management) - - Lincoln University ~ 1993 - Postgraduate Diploma of Commerce (Economics) - - Lincoln University ~ 2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia
 Kylie Jane Harding 2000 1999 - Diploma in Financial Markets - - FINSIA ~ 2001 - Diploma in Financial Advising - - FINSIA ~ 2003 - Diploma in Financial Planning - - FINSIA
 Kylie Kym Eather 2008 2008 - Diploma of Financial Services - - FINSIA
 Lachlan Alexander Mcphie 2004 2001 - Accredited Derivatives Adviser Level 2 - Other - ASX ~ 2002 - Diploma of Financial Planning - Diploma (AQF 5) - FPA ~ 2009 - ASX/ACH Responsible Executive Exam - - ASX ~ 2010 - Margin Lending Accreditation Program - Other - Deakin Prime ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Lachlan John Morgan 2012 2006 - Bachelor of Business (Economics) - - Queensland University of Technology ~ 2008 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2014 - CFA Charter Holder - - CFA
 Lachlan Scott Yeadon 0 2022 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of Canberra
 Lachlan William Scott Walsh 0 2023 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - QUT
 Laine Simon Brandis 2001 1999 - Bachelor of Commerce (Economics & Finance) - - Curtin University of Technology ~ 2002 - Graduate Diploma in Financial Planning - - Securities Institute of Australia
 Laura Jane Wilson 2016 2010 - Bachelor of Business (Marketing) - - University of Queensland
 Laurence Victor Saville 1985 1978 - Bachelor of Business (Accouning) - - NSW IT ~ 2002 - SDIA PS146 Accreditation Program - Professional Designations - SDIA ~ 2003 - Financial Advising Essentials - Other - Securities Institute
 Leigh Filipovic 2010 2007 - Bachelor of Commerce - - University of Melbourne ~ 2008 - Bachelor of Arts - - University of Melbourne ~ 2010 - Diploma of Financial Services (Financial Planning) - - Kaplan
 Leonardo Senese 1994 1993 - Bachelor of Commerce (Economics & Finance) - - University of Western Sydney ~ 1999 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - ASIA ~ 2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
 Les William Batchelor 2003 2003 - Diploma of Financial Services - - Integratec ~ 2014 - Certified Financial Strategist - - AOIFP
 Lesley Ann Faehse 1995 1985 - Graduate Diploma of Accounting - Graduate Diploma (AQF 8) - Flinders University ~ 1995 - Diploma of Financial Planning - - RMIT ~ 2012 - SMSF Specialist Advisor - - SPAA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Leslie Christopher Conceicao 1999 1986 - Bachelor of Arts (Economics & Industrial Relations) - - University of Western Australia ~ 1989 - Master of Industrial Relations - Masters Degree (AQF 9) - University of Western Australia ~ 1994 - Master of Business Administration - Masters Degree (AQF 9) - University of Western Australia ~ 2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Lindsay Marie Richardson 2007 2008 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2008 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - MLC ThreeSixty ~ 2010 - RG146 Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Australia ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Lindsay Tang 1995 1986 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Newcastle ~ 1998 - Master of Business in Finance - - University of Technology Sydney ~ 2002 - SDIA Accreditation Program Assessment - - Securities & Derivatives Industry Association ~ 2010 - Professional Diploma in Stockbroking - Other - Stockbrokers and Financial Advisers Association ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Louisa Mary Pitt 2022 2019 - Bachelor of Arts - Bachelor Degree (AQF 7) - University of Tasmania ~ 2019 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Tasmania ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2022 - Margin Lending Accreditation Program - Other - Kaplan
 Louise Jean Wegner-parker 1996 2003 - Diploma of Financial Planning - - FPA ~ 2005 - Estate Planning - - Tribeca ~ 2010 - Certificate IV in Financial Services (Finance/Mortgage Broking) - - KAPLAN
 Lukas Alexander Stergiou 2018 2018 - Bachelor of Commerce (Finance & Financial Planning) - Bachelor Degree (AQF 7) - University of Wollongong
 Luke Anthony Wilson 2012 2006 - Bachelor of Business (Economics & Finance) - - Swinburne University of Technology ~ 2014 - Diploma of Financial Planning - - Kaplan Professional ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Luke Geoffrey Pollard 2018 2018 - Diploma of Financial Planning - - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Luke Mcelwaine 2008 1993 - Bachelor of Commerce - - University of Queensland ~ 2006 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute Australia
 Luke William Chick 2013 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2015 - Certificate IV in Mortgage Broking and Finance - Certificate (AQF 1-4) - Kaplan ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Maddison Rogers 2014 2013 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of the Sunshine Coast ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Marcia Larissa Senn 2000 1996 - Bachelor of Business Administration (Marketing) - - Washington State University ~ 2002 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Finsia ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
 Marijan Simunic 2000 1997 - Bachelor of Commerce - - Monash University ~ 2001 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2004 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute Australia
 Mark David Thomas 1993 1986 - Bachelor of Economics - - Sydney University ~ 2002 - Professional Diploma in Stockbroking - - Deakin University
 Mark Gerald Davies 1993 1996 - Certificate in Financial Markets - - Securities Institute Australia ~ 2002 - SDIA Accreditation Program - Tier 1 - Other - Deakin Prime ~ 2011 - Margin Lending & Geared Investments - - Kaplan
 Mark James Olivetta 2005 2011 - Professional Diploma in Stockbroking - - SAA ~ 2014 - ASX Markets Responsible Executive Exam - Other - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Mark Peters 1995 1993 - Bachelor of Economics (Honours Degree) - - Monash University ~ 1995 - Master of Economics - - Monash University
 Mathew Hedditch 2007 1998 - Bachelor of Business - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2007 - SDIA Accreditation Program - Tier 1 - - Deakin University ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Matthew Bede Mcnamara 2007 2003 - Bachelor of Commerce - - Australian National University ~ 2012 - Diploma of Financial Planning - - Kaplan Professional ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT ~ 2021 - FASEA (Financial Adviser) Exam - Other - FASEA
 Matthew Clarke 2003 2002 - Bachelor of Commerce - - University of Queensland ~ 2004 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute Australia ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Matthew Daryl Johnson 2001 2005 - Diploma of Financial Planning - - Deakin University ~ 2014 - Tax (Financial) Adviser - - Tax Practitioners Board
 Matthew David Macdonald 2014 2010 - Professional Diploma in Stockbroking - - Deakin University ~ 2012 - Bachelor of Business Management - - University of Queensland ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Matthew Downing 2014 2001 - Bachelor of Applied Science - - University of South Australia ~ 2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2014 - Advanced Self Managed Superannuation Funds - - Kaplan Professional ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Matthew Gerard Reid 2000 1999 - Graduate Diploma of Financial Services - - Investment Training College ~ 2021 - FASEA (Financial Adviser) Exam - Other - FASEA
 Matthew Gordon 2003 1998 - Bachelor of Business (Accounting) - - Queensland University of Technology ~ 2004 - Certified Practicing Accountant - - Deakin University ~ 2005 - Diploma of Financial Planning - - Deakin University
 Matthew James Barnaby Reid 1998 1995 - Bachelor of Arts (Honours) (Political Science) - - University of Melbourne ~ 1995 - Bachelor of Laws (Honours) - - University of Melbourne ~ 2002 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2002 - Diploma of Financial Planning - - Deakin University ~ 2002 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
 Matthew James Ryan 2017 2006 - Diploma of Financial Markets - - Finsia ~ 2015 - Graduate Diploma of Financial Planning - - Kaplan
 Matthew Jason Auger 2001 1998 - Bachelor of Science - - University of Melbourne ~ 2002 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2003 - Diploma of Technical Analysis - - Australian Technical Analyst's Association ~ 2010 - Margin Lending Accreditation Program - Other - Deakin Prime ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Matthew John Butturini 2017 2009 - Bachelor of Science - - University of Sydney ~ 2015 - Diploma of Financial Planning - - Monarch Institute ~ 2016 - Master of International Finance/ Master of Professional Accounting - - Deakin University
 Matthew John Payne 2009 2003 - Diploma of Financial Advising - - Securities Institute of Australia ~ 2009 - Diploma of Financial Services (Financial Planning) - - Kaplan
 Matthew Paul Mordaunt 2008 2003 - Certificate III in Financial Services (Accounts Clerical) - - TAFE ~ 2005 - Certificate III in Banking - - TAFE OTEN ~ 2006 - Certificate IV in Business Management - - TAFE OTEN ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FINSIA
 Matthew Peter Hollyman 2008 1996 - Bachelor of Business (Management and Marketing) - - Queensland University of Technology ~ 2002 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute Australia ~ 2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute Australia ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Matthew William Carlsen 2012 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2012 - Bachelor of Business - - Swinburne University of Technology ~ 2021 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
 Max Edward Tynan 2014 2008 - Bachelor of Commerce - - University of Queensland ~ 2008 - Bachelor of Economics - - University of Queensland ~ 2011 - Graduate Diploma of Chartered Accounting - - Institute of Chartered Accountants in Australia ~ 2016 - Chartered Financial Analyst - Other - CFA Institute ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Max Mcqueeney 2021 2018 - Bachelor of Business and Bachelor of Economics - Bachelor Degree (AQF 7) - University of Tasmania ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2021 - Margin Lending Accreditation Program - Other - SAFAA
 Michael Andrew Brussel 2013 2004 - Bachelor of Commerce (Finance and Marketing) - Bachelor Degree (AQF 7) - Deakin University ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Investment Banking Institute (IBI) ~ 2015 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Michael Briody 1997 1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcasle ~ 2008 - Level 2 Accredited Derivatives Adviser - Other - Kaplan ~ 2011 - Margin Lending & Geared Investments - Other - Kaplan ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Michael Donald Tynan 1978 1971 - Bachelor of Commerce - - University of Queensland ~ 2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2004 - SDIA - - Deakin University
 Michael Erik Borjesson 1997 1996 - Bachelor of Business (Economics) - - Queensland University of Technology ~ 1999 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2003 - CFP - - FPA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Michael Gerard Wood 2010 1981 - Bachelor of Economics - - Monash University ~ 1982 - Bachelor of Laws - - Monash University ~ 1992 - Chartered Financial Analyst - - CFA Institute
 Michael Henry Tynan 2015 2013 - Bachelor of Commerce - - University of Queensland ~ 2019 - Master of Business (Applied Finance) - Masters Degree (AQF 9) - QUT
 Michael Hunter Mansfield 1995 1994 - Bachelor of Commerce - - Deakin University ~ 2004 - Master of Business Administration - - Melbourne University ~ 2013 - Diploma of Financial Planing - Diploma (AQF 5) - Kaplan ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Michael John Foster 2001 1996 - Bachelor of Commerce (Marketing) - - Curtin University of Technology ~ 2002 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
 Michael John Ibbott 2002 1990 - Bachelor of Business (Accounting) - - RMIT University
 Michael John Sheridan 2013 2010 - Diploma of Management - - Entereprise Training Company ~ 2013 - Diploma of Financial Planning - - Kaplan ~ 2013 - Professional Diploma in Stockbroking - Professional Designations - SAA ~ 2016 - Advanced Diploma of Financial Planning - - KAPLAN ~ 2021 - FPC002B Ethics and Professionalism in Advice - Bridging Course - Ethics - Kaplan
 Michael Jurleka 1997 1995 - Bachelor of Business (Finance) - - Edith Cowan University ~ 1999 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
 Michael Lawrence Werry 2005 1995 - Bachelor of Economics - Bachelor Degree (AQF 7) - Australian National University ~ 2004 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
 Michael Lindsay Dempsey 2008 2008 - Diploma of Financial Services (Financial Planning) - - Mentor Education ~ 2010 - Margin Lending Accreditation Program - Other - Deakin Prime ~ 2020 - Economic, Legal & Ethical Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Michael Paul Aladjem 2002 1999 - Diploma of Financial Markets - Diploma (AQF 5) - Securities Institute Australia ~ 2002 - SDIA PS146 Accreditation Program - Other - SDIA ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan ~ 2013 - Accredited Derviavtes Level 1 - Other - Kaplan
 Michael Roe 1992 1980 - Bachelor of Engineering - - University of Queensland ~ 1989 - Graduate Diploma of Applied Finance & Investment - - Securities Institute of Australia ~ 1993 - Diploma of Financial Planning - - Deaking University
 Mike Fittler 2003 1994 - Associate Diploma in Applied Science - - Ryde College of Hospitatlity and Catering ~ 2004 - Bachelor of Commerce (Applied Finance and Banking & Funds Management) - - Griffith University ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Mitchell Elias Belichovski 2022 2011 - Bachelor of Business - Bachelor Degree (AQF 7) - RMIT ~ 2020 - Master of Finance - Masters Degree (AQF 9) - RMIT ~ 2021 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Mitchell Hockley 2016 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - FPC006 Tax and Commercial Law for Financial Planning - Other - Kaplan ~ 2017 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2019 - FPC002B Ethics ad Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2023 - Commercial Law - Other - Kaplan
 Mitchell Jeffrey Dale 2023 2022 - Bachelor of Commerce (Financial Advising) - Bachelor Degree (AQF 7) - James Cook University ~ 2022 - Bachelor of Laws - Bachelor Degree (AQF 7) - James Cook University ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University
 Morgan Michael Henry Shipp 2011 2007 - LLB/ Bachelor of Commerce - - Bond University ~ 2008 - Legal Practice Diploma (College of Law) - - Queensland University of Technology ~ 2011 - Professional Diploma in Stockbroking - - DeakinPrime ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Natalie Kate Moorfoot 2018 2013 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2017 - Tax for Financial Advising - Other - Kaplan ~ 2018 - Advance Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2019 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Nathan David Lead 2012 1996 - Bachelor of Business (Economics) - - QUT
 Nathan James Little 1999 2002 - Certified Financial Planner (FPA) - - Financial Planning Association ~ 2002 - Diploma of Financial Planning - - Deakin University ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University
 Neil Austin Sutcliffe 1989 1989 - Bachelor of Arts in Combined Studies In Social Sciences - - Duham University ~ 1992 - Advanced Financial Planning Certificate - Certificate (AQF 1-4) - CII ~ 1997 - Graduate Diploma in Applied Finance and Investment - - Securities Institute Education ~ 2011 - SMSF Specialist Adviser - - Self Managed Super Fund Association ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Neket Shah 2017 2013 - Bachelor of Commerce (Banking and Finance) - - Curtin University ~ 2014 - Diploma of Financial Planning - - Monarch Institute ~ 2019 - Advanced Diploma of Financial Planning - - Monarch Institute
 Nicholas Charles Sale 2022 2022 - Bachelor of Business - Bachelor Degree (AQF 7) - QUT ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Nicholas Edward Chatterton 2018 2013 - Bachelor of Commerce - - University of Queensland ~ 2016 - Diploma of Financial Planning - - Kaplan ~ 2023 - Accredited Derivatives Adviser Level 1 - Other - Kaplan
 Nicholas Kershaw 0 2020 - Bachelor of Commerce (Economics & Finance) - Bachelor Degree (AQF 7) - Bond University ~ 2021 - Master of Finance - Masters Degree (AQF 9) - Bond University ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Nicholas Merwald 2008 1995 - Bachelor of Commerce and Administration - - Victoria University of Wellington ~ 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education ~ 2014 - Advanced Diploma of Financial Planning - - Kaplan Professional Education ~ 2020 - Ethics and Professionalism in Advice - Bridging Course - Ethics - Kaplan
 Nicole Angelucci 2017 2017 - Diploma of Financial Planning - - Kaplan
 Norman John Lloyd Burnett 2002 1993 - Bachelor of Commerce (Management & Marketing) - - Curtin University of Technology ~ 2003 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
 Parveer Singh Bassi 2018 2015 - Bachelor of Commerce - - Griffith University ~ 2015 - Bachelor of International Business - - Griffith University
 Patricia Elizabeth Tsicalas 2009 2008 - Bachelor of Commerce - - Griffith University ~ 2009 - Diploma of Financial Services - - Kaplan ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Patrick John Morton 2016 2016 - Bachelor of Mathematics and Finance - - University of Wollongong ~ 2016 - Tier 1 Generic Knowledge - Certificate (AQF 1-4) - Kaplan ~ 2016 - Tier 1 Securities - General Advice - Certificate (AQF 1-4) - Kaplan ~ 2017 - Securities and Managed Investments - Professional Designations - Kaplan ~ 2018 - Margin Lending Accreditation Program - Other - Deakin
 Paul Christopher Arthur Shepherd 1984 1983 - Bachelor of Financial Administration - - University of New England ~ 1985 - Graduate Diploma in Applied Finance and Investment - - Securities Institute Australia
 Paul Edward Ford 2010 2002 - SDIA Accreditation - - Deakin University ~ 2010 - Margin Lending Accreditation Program - - SAA
 Paul Jason Kearney 1996 1994 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Queensland ~ 2001 - Graduate Diploma in Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute Australia ~ 2003 - RMIT/SDIA Superannuation Module - - RMIT University ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Paul Robertson Martin 1999 1992 - Bachelor of Business (Business Administration) - - RMIT ~ 1994 - Post Graduate Diploma of Finance - - Melbourne University ~ 2005 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Peter Alwin Lofvene Crafter 1996 2001 - Diploma of Financial Planning - - FPA
 Peter Bernard Lucas 2017 1988 - Bachelor of Business - - Monash University (Chisholm Institute) ~ 1991 - Master of Business Administration - - City University, London ~ 2015 - Diploma of Financial Planning - - International Institute of Technology ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Peter David Carpenter 2006 1997 - Bachelor of Business (Tourism) - - University of Queensland ~ 1999 - Bachelor of Business (Honours) - - Queensland University of Technology ~ 2006 - Diploma of Financial Services (Financial Planning) - - TRIBECA
 Peter Frank Harris 2015 2010 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Queesnland University of Technology ~ 2017 - Accredited Aged Care Professional - Other - Aged Care Steps Pty Ltd ~ 2019 - DFP5v4 Tax for Financial Advising - Other - Kaplan Professional
 Peter Harris 1995 1995 - Bachelor of Management - - University of South Australia ~ 1998 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Peter James Coleman 1995 1983 - Bachelor of Science - - University of Adelaide ~ 1997 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 1999 - Diploma of Financial Planning - - FPA
 Peter Jongebreur 2002 2001 - Retirement Planning - - integratec (UTS) ~ 2002 - Investment Planning 1 - - Integratec ~ 2011 - Margin Lending and Geared Investments - - Kaplan ~ 2015 - Graduate Diploma of Applied Finance - - KAPLAN ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Peter Keir Clarke 2015 2012 - Certificate 4 in Financial Services - - Origin ~ 2013 - Core 1 Securities & Managed Investments Accreditation Program - - Stockbrokers Association of Australia ~ 2016 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - University of Queensland
 Peter Mark Foreman 1993 1992 - Certificate in Financial Markets - - Securities Institute of Australia ~ 1999 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2004 - Diploma of Financial Services (Financial Planning) - - Tribeca
 Peter Michael Knight 2006 2003 - Bachelor of Commerce - - Griffith University
 Peter Noel Radnall Stock 1992 1990 - Bachelor of Arts - - Monash University ~ 1990 - Bachelor of Business (Banking and Finance) - - Monash University ~ 1996 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute Australia ~ 2001 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute Australia ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Philip Anthony Saal 1999 1996 - Bachelor of Commerce - - University of Southern Queensland ~ 2003 - Financial Planning Specialist - - CPA ~ 2010 - Tax Agent - - Tax Practioners Board
 Philip Ian Hutton 2010 2000 - Bachelor of Commerce - - University of Tasmania ~ 2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Philip Thomas Madsen 1999 1998 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney ~ 2001 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Kaplan ~ 2003 - ASX Accredited Derivatives Adviser Level One - - Australian Stock Exchange (ASX) ~ 2007 - ASX Accredited Derivatives Adviser Level Two - - Australian Stock Exchange (ASX) ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Phillip Donald Atkins 1999 1994 - Associate Diploma of Business Office Administration - Other - Australian Institute of Commerce and Technology ~ 2001 - Certificate 3 Financial Services - Certificate (AQF 1-4) - RMIT ~ 2001 - Diploma Financial Services - Diploma (AQF 5) - RMIT ~ 2002 - Industry Standard Education - RG146 specialist knowledge - - AMP Limited ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Piers Arundell 1997 1995 - Bachelor of Laws - - Northern Territory University ~ 2002 - SDIA Accreditation Program RG146 - Other - Deakin Prime ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan ~ 2020 - Ethics ad Professional Relationships - Bridging Course - Ethics - QUT
 Porsha Shay Papas 2018 2020 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
 Pravesh Daya 1998 1994 - Bachelor of Business - - University of Southern Queensland ~ 2000 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT ~ 2020 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan
 Rachael Jayne Sedgwick 2024 2020 - Bachelor of Business Management - Bachelor Degree (AQF 7) - The University of Queensland Australia ~ 2020 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Queensland Australia ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Rafiek Meyer 2006 2007 - Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd ~ 2015 - Diploma of Finance and Mortgage Broking Management - - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2022 - Tax For Financial Advising - Other - Kaplan ~ 2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Ralph Justin Bryant 2015 2013 - Bachelor of Commerce - - Adelaide University ~ 2015 - Diploma of Financial Planning - - KAPLAN ~ 2018 - Certified Financial Planner - Professional Designations - FPA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Raymond Andrew Walter 1989 1994 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Queensland ~ 1996 - Certified Financial Planner - - Deakin Univeristy ~ 1998 - Diploma of Financial Planning - Diploma (AQF 5) - FPA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Raymond Chor Man Chan 1999 1997 - Bachelor of Commerce (Accounting & Finance) - - The University of New South Wales ~ 1998 - Master of Commerce (Funds Management) - - The University of New South Wales ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Rebecca Ivy Scarrabelotti 2018 2002 - Bachelor of Management Studies (Applied Economics & Finance) - - The University of Waikato ~ 2003 - Master of Management Studies (Applied Economics & Finance) - - The University of Waikato ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2018 - Commercial Law - Other - Kaplan ~ 2018 - Tax for Financial Advising - Other - Kaplan
 Rhain Williams 2011 2009 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2011 - Margin Lending and Geared Investments - - Kaplan ~ 2013 - CFP - Certified Financial Planner - - Financial Planning Association of Australia
 Richard Blomfield 2014 2007 - Bachelor Degree - Business - - Queensland University of Technology ~ 2012 - Masters Degree - Applied Finance and Investment - - Kaplan ~ 2014 - Diploma - Financial Planning - - Kaplan
 Richard Hopsick 2001 2002 - Diploma of Financial Advising - - Securities Institute Australia ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Richard Michael Gregory 1994 1994 - Bachelor of Economics - - University of Queensland ~ 2000 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Stockbrokers Association ~ 2010 - Core 1 Securities and Managed Investments Accreditation Program - - Deakin University ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Robert Frederick Gibson 1993 1987 - Bachelor of Business - - Queensland University of Technology ~ 1989 - Graduate Diploma of Applied Finance and Investment - - FINSIA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Robert John Conway 1995 2002 - Financial Services - - Central TAFE
 Robert John Matthews 2009 2015 - Masters of Applied Finance - - Kaplan
 Robert Watts 2003 2004 - Diploma of Financial Planning - - Financial Planning Association (FPA) ~ 2010 - Margin Lending and Geared Investments - - Kaplan
 Robert William South 2018 2018 - Diploma of Financial Planning - - Kaplan ~ 2019 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Kaplan ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Roger Taylor 2017 1993 - Associate Diploma of Business (Marketing) - - Lorraine Martin ~ 2017 - Diploma of Financial Planning - - Kaplan ~ 2017 - Tier 1 Margin Lending - Other - Kaplan ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Russell James Holmes 1996 2002 - Diploma of Financial Advising - - Securities Institute of Australia ~ 2004 - Certified Financial Planner - - Financial Planning Association ~ 2012 - Advanced Diploma of Financial Planning - - Securities Institute of Australia
 Ryan Matthew Myler 2007 1999 - Bachelor of Exercise Science - - Griffith University ~ 2007 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2010 - Advanced Diploma of Financial Services - - Kaplan ~ 2017 - Certified Financial Planner - - Financial Planning Association of Australia
 SU Fong Goh 2001 1985 - Bachelor of Commerce (Honours) - - University of NSW ~ 2007 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Sam Moraro 1992 1997 - Bachelor of Commerce (Applied Finance) (Honours) - - Deakin University ~ 2002 - SDIA Accreditation Program - Other - Deakin Prime ~ 2010 - Professional Diploma in Stockbroking - - Deakin University ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Samantha Jeanne Morris 2009 2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Canberra ~ 2012 - Diploma in Financial Services (Financial Planning) - - Kaplan Professional ~ 2019 - FASEA (Financial Adviser) Exam - Other - FASEA ~ 2021 - Aged Care Accredited Professional - Professional Designations - Aged Care Steps ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Samuel Thomas Houston Paradice 1995 1990 - Bachelor of Arts - - University of New England ~ 1991 - Post Graduate Diploma in Business Studies - - University of New England ~ 1997 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 1998 - Masters of Applied Finance and Investment - - SIA
 Samuel Wicks 2009 2008 - Bachelor of Economic and Social Sciences - - The University of Sydney ~ 2010 - Professional Diploma in Stockbroking - - Stockbrokers Association of Australia ~ 2011 - Master of Applied Finance - - Macquaire University ~ 2012 - Diploma of Financial Services (Financial Planning) - - International Institute of Technology Pty Ltd (IIT) ~ 2013 - Advanced Diploma of Financial Planning - - International Institute of Technology Pty Ltd (IIT)
 Sandra Crouch 2002 1993 - Economics and German (Honours) - - University of Wales ~ 2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute Australia
 Saxon Jai Kirkley 0 2021 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Macquarie University ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Scott Charles Anderson 2005 1995 - Bachelor of Business (Finance/Marketing Management) - Bachelor Degree (AQF 7) - Southern Cross University ~ 2004 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute ~ 2023 - Taxation for Financial Planning - Other - Kaplan
 Scott Charles Fraser 2008 2005 - Bachelor of Science - - Edith Cowan University ~ 2011 - Graduate Diploma of Applied Finance - - Kaplan ~ 2011 - Professional Diploma in Stockbroking - - Stockbrokers Association of Australia
 Scott Murdoch 2000 1993 - Bachelor of Business - - Queensland University of Technology ~ 2000 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
 Scott Murray Forbes Murdoch 2008 2000 - Bachelor Agricultural Economics - - University of New England ~ 2008 - Graduate Certificate in Applied Finance and Investment - - Kaplan
 Seamus Gregory Nicol 2009 2004 - Bachelor of Arts (History and Australian Studies) - - University of Sydney ~ 2005 - Advanced Diploma of Business (Marketing) - - APM Academy ~ 2006 - SDIA RG146 Accreditation Program - Other - Deakin ~ 2011 - Professional Diploma in Stockbroking - - Deakin Prime ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Sean Patrick Gaskell 1995 2000 - Series 7 - - NASD Accreditation ~ 2002 - Diploma of Financial Planning - - Deakin University
 Sebastian Dane Brini 0 2018 - Bachelor of Business (Marketing) - Bachelor Degree (AQF 7) - University of South Australia ~ 2020 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - University of South Australia ~ 2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Shakhrukh Rasulov 2016 2007 - Bachelor of Business (Accounting) - - Central Queensland University ~ 2014 - Cert IV Finance and Mortgage Broking - - Australian College of Professionals ~ 2014 - Diploma of Financial Planning - - Mentor Education ~ 2017 - Advanced Diploma of Financial Planning - - Mentor Education
 Shaun Bitter 2006 2006 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2010 - Life Risk Specialist - - Financial Planning Association ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2013 - Bachelor of Business (Financial Planning with Distinction) - - Royal Melbourne Institute of Technology
 Shaun Kenneth Trewin 2011 2008 - Bachelor of Commerce - - Royal Melbourne Institute of Technology (RMIT) ~ 2012 - Accredited Derivatives Adviser Level One - Other - Kaplan ~ 2012 - Graduate Diploma of Chartered Accounting - - The Institute of Chartered Accountants in Australia ~ 2012 - Superannuation Accreditation Program - Other - Deakin Prime
 Sherin Mongia 2016 2003 - Bachelor of Commerce - - University of Delhi ~ 2015 - Diploma of Financial Planning - - Kaplan Professional ~ 2015 - Securities and Managed Investments - - Kaplan Professional ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor ~ 2021 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
 Silas HO Dunstan 2011 1992 - Bachelor of Science and Mathematics - - University of NSW ~ 1999 - Bachelor of Business/ Bachelor of Arts (International Studies) - - University of Technology ~ 2016 - TASA and the TPB Code of Professional Conduct - - Kaplan
 Simon Alan Reed 2001 1985 - Diploma of Education - - University of New England ~ 1989 - Graduate Diploma in Applied Finance - - Securities Institute of Australia ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Simon James Barnett 2015 2006 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania ~ 2009 - Graduate Diploma - Applied Finance - - Kaplan Professional ~ 2020 - Ethics & Professional Standards for Financial Advisers - Bridging Course - Ethics - TAFE NSW ~ 2022 - Core 1 - Securities and Managed Investments - Other - SIAA ~ 2023 - FPC003 Superannuation and Retirement Advice - Other - Kaplan
 Simon James Callaghan 2015 2009 - Bachelor of Business Management - - University of Queensland ~ 2009 - Bachelor of Economics - - University of Queensland ~ 2015 - Diploma of Financial Planning - - KAPLAN ~ 2017 - TASA and the TPB Code of Professional Conduct - - Kaplan
 Simon James Davies 2007 2009 - Diploma Financial Services - - KAPLAN ~ 2009 - Professional Diploma in Securities & Derivaties - - SAA ~ 2011 - Derivaties Accreditation Program - - SAA ~ 2011 - Margin Lending Accreditation Program - - SAA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - Kaplan
 Simon Keith Royle 2002 2004 - ASX Broker Exam - - Securities Institute Australia ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Simon Peter Ferguson 2000 1997 - Bachelor of Commerce - - University of Queensland ~ 1998 - Bachelor of Laws - Bachelor Degree (AQF 7) - University of Queensland ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Simon Richard Hopkins 2002 1996 - Bachelor of Commerce (Economics & Marketing) - - Deakin University ~ 2003 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute Australia ~ 2013 - Diploma of Financial Planning - - Kaplan Professional
 Simon Tarrant 2018 2012 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - UTS ~ 2016 - Graduate Diploma Chartered Accountants - - Chartered Accountants Australia and New Zealand ~ 2018 - Diploma of Financial Planning - - Kaplan Professional
 Simon Thomas Cox 2008 2001 - Bachelor of Commerce (Accounting/ Finance) - - University of Tasmania ~ 2007 - Diploma of Financial Planning - - Kaplan Professional ~ 2007 - Graduate Diploma in Chartered Accounting - - Institute of Chartered Accountants
 Sky Nillas Kendall 2006 2006 - Bachelor of International Business - - Griffith University ~ 2007 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - FINSIA
 Sophia Elizabeth Doyle 2014 2015 - Diploma Financial Planning - - Mentor Education ~ 2016 - Advanced Diploma Financial Planning - - Mentor Education ~ 2018 - Accredited Aged Care Professional - - Aged Care Steps ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Stephan Konrad Pfister 2003 2001 - Advanced Diploma in Accounting - - TAFE ~ 2003 - Diploma of Financial Planning - - Deakin University ~ 2006 - Graduate Certificate, Professional Accounting - - University of New England ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
 Stephen David Pill 2007 1996 - Certificate of Management (Marketing) - - University of Queensland ~ 1997 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2008 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - FINSIA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Stephen Gulbrandson 2012 2007 - Bachelor of Business - - University of Tasmania ~ 2010 - Graduate Diploma in Applied Finance - - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning - - IIT ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Stephen Mcallister 1996 2003 - SDIA Accreditation Program - Other - Deakin University ~ 2004 - Professional Diploma in Stockbroking - - Deakin University
 Steven Bernard Newman 2014 1976 - Bachelor of Science (Hons) - - London University ~ 2002 - RG146 - - Assessment Education Services ~ 2010 - Margin Lending Accreditation Program - - SAA
 Steven James Farrell 2013 2002 - Bachelor of Education - Bachelor Degree (AQF 7) - QUT ~ 2012 - Graduate Diploma of Applied Finance - - Kaplan Professional ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Steven John Greentree 1999 2004 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2008 - Diploma of Financial Services (Financial Planning) - - KAPLAN ~ 2008 - Superannuation & Retirement Planning - Other - Kaplan ~ 2015 - Self Managed Super Funds - Other - Kaplan
 Steven Mario Cartwright 2000 2000 - Diploma of Financial Planning - - Deakin University
 Steven Paul Weinmann 2014 2003 - Bachelor of Finance - - University of Adelaide ~ 2005 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Adelaide ~ 2006 - Graduate Diploma Chartered Accounting - - Institute of Chartered Accountants ~ 2014 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Deakin Prime ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Steven Perry 2008 1999 - BACHELOR OF MANAGEMENT - FARM BUSINESS - - UNIVERSITY OF SYDNEY ~ 2008 - GRADUATE DIPLOMA OF FINANCIAL PLANNING - - FINSIA ~ 2010 - MARGIN LENDING ACCREDITATION PROGRAM - - DEAKIN PRIME ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Stuart Doherty 2008 2012 - Foundations of Financial Planning - - Kaplan ~ 2016 - Financial Planning - Diploma (AQF 5) - Kaplan ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Stuart Maxwell Warren 1997 1992 - Bachelor of Commerce (Marketing and Human Resourse Management) - - Griffith University ~ 2001 - Diploma of Financial Planning - - Deakin University ~ 2003 - Certified Financial Planner - - Deakin University ~ 2010 - Master of Business Administration - - Griffith University
 Stuart Upham Forbes Mackenzie 2007 2003 - Bachelor of Commerce & Management (Finance) - - Lincoln University ~ 2004 - Bachelor of Commerce (2nd Hons) - - Lincoln University ~ 2008 - RG146 - - Deakin Prime
 Sue Ann Mills 2004 2006 - Accredited Derivatives Adviser Leve 1 - Other - TRIBECA ~ 2008 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2015 - Accredited Derivatives Adviser Level 2 - Other - Kaplan ~ 2016 - TASA and the TPB Code of Professional Conduct - Other - Kaplan
 Suzana Tripkovic 2000 1998 - Certificate IV in Accounting - - TAFE NSW ~ 2005 - Diploma of Financial Planning - - Deakin University ~ 2010 - Bachelor of Commerce - - University of Wollongong ~ 2013 - The Strategic Advice Steps for Aged Care - Other - Aged Care Steps ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Suzanne Mary Barnaby 1993 1992 - Bachelor of Business - - Queensland Univeristy of Technology ~ 1997 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2016 - Advanced Diploma of Financial Planning - - KAPLAN Professional ~ 2016 - Tax Agent - - Tax Practitioners Board ~ 2021 - Aged Care Specialist - Other - FPA
 Tania Rachel Smyth 2017 1998 - Diploma in Financial Markets - - Kaplan ~ 2015 - Professional Diploma in Stockbroking - - Stockbrokers and Financial Advisers Association ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Teodora Jovanovic 2024 2022 - Bachelor of Commerce (Dean's Scholar) (Finance and Financial Planning) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2024 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
 Terri Margaret Bradford 1997 2002 - Diploma of Financial Planning - - Deakin University ~ 2007 - SMSF Adviser Education Program - - FPA ~ 2010 - SMSF Specialist Advisor (SSA) Accreditation - - SMSF Association ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Western Sydney University
 Thomas James Adams 2014 2003 - Bachelor of Business & Bachelor of Health Science - - Queensland University of Technology ~ 2008 - Certificate IV in Financial Services - - AAMC ~ 2013 - Professional Diploma in Stockbroking - - Stockbrokers Association of Australia
 Thomas James Boorman 2006 2005 - Bachelor of Commerce - - University of Adelaide ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Thomas James Clarence Crommelin 2010 2007 - Bachelor of Commerce - - University of Queensland ~ 2010 - Core 1 Securities and Managed Investments Accreditation Program - - SAA ~ 2010 - Margin Lending Accreditation Program - Other - Deakin Prime ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Thomas John Henry Lee 2018 2015 - Bachelor of Business (Finance) - - QUT ~ 2017 - Master of Business (Applied Finance) - - QUT ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Thomas Robert Sartor 2006 1999 - Bachelor of Engineering - - University of Queensland ~ 2002 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - FINSIA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Thomas William Roberts 2013 2009 - Bachelor of Business (Economics) - - Griffith University ~ 2013 - Diploma of Financial Planning - - Kaplan
 Timothy Carvolth 1996 2002 - Financial Servcies - - Central TAFE ~ 2010 - Margin Lending Accreditation Program - - SAA
 Timothy Clarke 1994 1994 - Bachelor of Economics (Accounting) - - Flinders University of South Australia ~ 1994 - Diploma Financial Planning - - Deakin University ~ 1996 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 1997 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Timothy Daniel Bryce 2006 2007 - Diploma of Financial Services - - Train Track ~ 2010 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2011 - SMSF Specialist Advisor - Graduate Certificate (AQF 8) - SPAA
 Timothy David Beattie 1994 1992 - Bachelor of Commerce - - University of Western Australia ~ 1997 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
 Timothy James Russell 2018 2013 - Bachelor of Business Management - - University of Queensland ~ 2017 - Diploma of Financial Planning - - Mentor Education Pty Ltd ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Timothy John Tersteeg 2015 1995 - Bachelor of Engineering (Honours) - - Melbourne University ~ 2006 - Superannuation - - RMIT/ SDIA ~ 2015 - Margin Lending & Geared Investments - - Kaplan Professional
 Timothy Lars Harrington 2006 1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Bond University ~ 1998 - Graduate Diploma in Advanced Accounting - Graduate Diploma (AQF 8) - QUT ~ 2002 - Master of Commerce - - Queensland University of Technology ~ 2011 - Professional Diploma in Stockbroking - Professional Designations - SAA ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Timothy Peter Evans 2009 2007 - Bachelor of Commerce (Accounting/ Banking & Finance) - - University of Queensland ~ 2009 - Core 1 Securities and Managed Investments Accreditation Program - - SDIA
 Todd Robert Kerslake 2005 2006 - Diploma of Financial Services - - Securities Institute Australia
 Tom Gray 2007 1990 - Bachelor of Business - Bachelor Degree (AQF 7) - South Australian Institute of Technology ~ 2006 - The Securities & Derivatives Industry Association Accreditation Program - - Deakin University ~ 2011 - Margin Lending and Geared Investments - - Kaplan ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Vanessa Dani Castle 2018 2017 - Tier 1 Generic Knowledge - - Kaplan ~ 2018 - Tier 1 Securities - Personal Advice - - Kaplan ~ 2019 - Tier 1 Managed Investments - Personal Advice - Other - Kaplan
 Warwick Boyd Crane 2006 2005 - Bachelor of Business - - The University of Newcastle
 Wayne Philip Bolin 2016 1979 - Bachelor of Business - - Riverina College of Advanced Education ~ 1986 - Graduate Diploma in Professional Accounting - - Canberra College of Advanced Education ~ 1990 - Certified Practising Accountant - Professional Designations - CPA Australia ~ 2003 - Certified Financial Planner - Professional Designations - FPA ~ 2012 - Diploma of Financial Planning - - Pinnacle
 Wen Liu 2018 2006 - Bachelor of Finance - - University of Adelaide ~ 2018 - Diploma of Financial Planning - - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 William Charles Corkill 2016 1989 - Bachelor of Economics - - Macquarie University
 William Grantley Chatterton 1981 1979 - Bachelor of Veterinary Science - Bachelor Degree (AQF 7) - University of Queensland ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 William Leslie Peters 2001 1990 - Bachelor of Business (Accountancy) - - Queensland University of Technology ~ 1994 - Graduate Diploma of Advanced Accounting - - Queensland University of Technology ~ 2000 - Masters of Business Administration - - Queensland University of Technology ~ 2007 - Graduate Certificate of Financial Planning - - FINSIA
 William Michael Anderson 2017 1998 - Bachelor of Commerce - - University of Queensland ~ 2016 - Diploma of Financial Planning - - Kaplan Professional ~ 2018 - Tier 1 Margin Lending - Other - Kaplan ~ 2020 - Ethics and Professional Relastionships - Bridging Course - Ethics - QUT
 William Stanley Hickson 2012 2009 - Bachelor of Business Management - - University of Queensland
 William Watson Douglas 2004 1992 - Bachelor of Commerce - - University of Queensland ~ 1994 - Bachelor of Economics - - University of Queensland ~ 2004 - Graduate Certificate in Financial Planning - - FINSIA
 Xiaodi Fan 2017 2006 - Bachelor of Commerce (Accounting and Finance) - - University of Queensland ~ 2010 - Chartered Accountant Program - Other - Institute of Chartered Accountants in Australia ~ 2014 - Specilalist Adviser Accreditation Program - Other - SMSF Association ~ 2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
 Yousra Touni 2015 2009 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney ~ 2009 - Bachelor of Computing - Bachelor Degree (AQF 7) - University of Technology Sydney ~ 2015 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Deakin Prime