This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
interests in managed investment schemes limited to:
MDA services; and
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Adam Raymond Ordelman | 2000 | 1999 - Associate Diploma of Accounting - Diploma (AQF 5) - TAFE SA ~ 2002 - Diploma of Financial Markets - Diploma (AQF 5) - Securities Institute ~ 2003 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute ~ 2011 - Specialist SMSF Adviser - Other - Terra Cordis Pty Ltd ~ 2022 - Accredited Aged Care Professional - Other - Aged Care Steps |
| Alexander James Doolan | 2023 | 2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2023 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education |
| Alisa Michelle Burns | 2007 | 2006 - Bachelor of Business (International Business) - Bachelor Degree (AQF 7) - University of South Australia ~ 2006 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Australia ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2013 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2023 - 5 Unit CFP Certification Program - Professional Designations - Financial Advice Association Australia (FAAA) |
| Alissa Rose Matthews | 2012 | 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Margin Lending - Other - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2017 - DFP5v3 Tax for Financial Advising - Other - Kaplan Professional ~ 2017 - TASACLv1 Commercial Law - Other - Kaplan Professional ~ 2018 - Self-Managed Superannuation Funds - Other - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education |
| Amanda Griggs | 2008 | 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2015 - Margin Lending - Other - Financial Education Professionals ~ 2018 - RG146 Licensing Compliance: Self-Managed Superannuation Funds - Other - Financial Education Professionals ~ 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Andrew James Taylor | 1999 | 1993 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle ~ 2003 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty ~ 2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2010 - Provide Advice in Margin Lending - Other - MLC ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Angus Stewart Rodgers | 2015 | 2014 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - Macquarie University ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2020 - Margin Lending - Other - Kaplan Professional |
| Anona Josephine Fitzgerald | 1998 | 1995 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - University of South Australia ~ 2002 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2010 - Provide Advice in Margin Lending - Other - MLC ~ 2015 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - Accredited Aged Care Professional Program - Other - Aged Care Steps |
| Anthony Peter Mcinnes | 2024 | 2007 - Bachelor of Commerce (Economics) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2007 - Bachelor of Science (Physics) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2021 - Master of Applied Finance - Masters Degree (AQF 9) - Macquarie University ~ 2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2023 - FPE016 Self-Managed Superannuation Funds - Other - Kaplan Higher Education |
| Ashley Moore | 2014 | 2023 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education |
| Ben William Greany | 2015 | 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2012 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2014 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher Education ~ 2015 - Self-Managed Superannuation Funds - Other - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Benjamin James Norval | 2017 | 2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Macquarie University ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2018 - SMSF Specialist Advisor - Professional Designations - SMSF Association ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2020 - 5 Unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2020 - Margin Lending - Other - Monarch Institute |
| Benjamin Mcdonald Semple | 2006 | 1997 - Bachelor Agricultural Economics - - UNE ~ 2010 - Diploma Financial Planning - - Kaplan ~ 2015 - Accredited Listed Product Adviser Program - - Kaplan Education Pty Ltd ~ 2018 - SMSF - - Kaplan |
| Bettina Rosen | 2018 | 1990 - Bachelor of Arts - Bachelor Degree (AQF 7) - University of Melbourne ~ 2001 - 8 Unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2025 - Tax for Financial Advising - Other - Kaplan Professional |
| Brendan Ross Bate | 2018 | 2005 - Bachelor of Accounting Science - Bachelor Degree (AQF 7) - University of South Africa ~ 2006 - Honours Bachelor of Accounting Science - Bachelor Honours Degree (AQF 8) - University of South Africa ~ 2010 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia & New Zealand (CA ANZ) ~ 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Griffith University ~ 2019 - Self-Managed Superannuation Funds - Other - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2020 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional |
| Bronwyn Michelle Abraham | 2013 | 2012 - Bachelor of Commerce (Financial Planning and Accounting) - Bachelor Degree (AQF 7) - Griffith University ~ 2015 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Finance & Related Services Training Academy (FARSTA) ~ 2016 - SuperConcepts & ICFS Specialist SMSF Course - Other - The University of Adelaide ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Bryan Michael Graham | 2001 | 2003 - Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Integratec ~ 2011 - Marging Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional |
| Callum Dale Newell | 2023 | 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute ~ 2022 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of New England |
| Christine Dang | 2014 | 2011 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - Macquarie University ~ 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Margin Lending Accreditation Program - Other - Stockbrokers and Financial Advisers Association ~ 2019 - Fellow Chartered Financial Practitioner - Professional Designations - Association of Financial Advisers ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Christine Joyce Swanson | 1987 | 2004 - 8 Unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA) ~ 2007 - Self-Managed Superannuation Fund Adviser Education Program - Other - Financial Essentials ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2015 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2021 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education |
| Craig Robert Orbell | 2007 | 2000 - Certificate IV in Business Studies - Certificate (AQF 1-4) - University of Technology Sydney ~ 2001 - Diploma of Business Studies - Diploma (AQF 5) - University of Technology Sydney ~ 2004 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - University of Technology Sydney ~ 2011 - Accredited Derivatives Adviser Level Two - Other - Kaplan Professional ~ 2016 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional ~ 2017 - Self-Managed Superannuation Funds - Other - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education |
| Damien Barker | 1999 | 2003 - Diploma of Finanical Planning - Diploma (AQF 5) - FPA ~ 2010 - Margin Lending - Other - MLC ~ 2020 - Ethics and Professionalism In Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Daniel Peter Etherington | 1994 | 2001 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2001 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2011 - FNSASICR503A Provide Advice in Margin Lending - Other - MLC ~ 2017 - SMSF Specialist Advisor (SSA) Accreditation - Professional Designations - SMSF Association |
| Darren Keith Wright | 2006 | 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Finsia ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2013 - Certified Financial Planning - Professional Designations - Financial Planning Association |
| David John Saynor | 2014 | 2006 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University ~ 2011 - ASX Accredited Listed Products Adviser (ALPA) Program - Other - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2016 - SMSF Specialist Advisor - Professional Designations - SMSF Association ~ 2018 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| David Michael O'callaghan | 1994 | 1999 - 8 Unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA) ~ 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Commonwealth Bank ~ 2003 - Diploma of Financial Services - Diploma (AQF 5) - Commonwealth Bank ~ 2007 - Master of Personal Financial Planning - Masters Degree (AQF 9) - University of Southern Queensland ~ 2010 - ASX Accredited Listed Products Adviser (ALPA) Program - Other - Kaplan Professional ~ 2010 - Self-Managed Superannuation Funds - Other - Kaplan Professional ~ 2011 - Margin Lending Accreditation Program - Other - Financial Essentials ~ 2017 - DFP5v2 Tax for Financial Advising - Other - Kaplan Professional ~ 2017 - Master of Business Administration - Masters Degree (AQF 9) - Australian Institute of Business ~ 2017 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional ~ 2017 - TASACLv1 Commercial Law - Other - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Deborah Hudson | 2006 | 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education ~ 2010 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Professional Education ~ 2011 - ASX Accredited Listed Products - Certificate (AQF 1-4) - Kaplan Professional Education ~ 2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional Education ~ 2012 - Fellow Chartered Financial Practitioners - Other - Mentor Education |
| Derek Armstrong | 2003 | 2012 - Self-Managed Superannuation Funds - Other - Kaplan Professional ~ 2015 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA ~ 2016 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - Accredited Aged Care Professional - Other - Aged Care Steps |
| Efstathia Cossey | 2009 | 1993 - Bachelor of Science (Mathematical & Computer Science) - Bachelor Degree (AQF 7) - University of Adelaide ~ 2004 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia ~ 2012 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2016 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) |
| Elizabeth Anne Holland | 2010 | 1993 - Certificate in Management - Certificate (AQF 1-4) - TAFE NSW ~ 2012 - Diploma of Accounting - Diploma (AQF 5) - TAFE NSW ~ 2021 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2024 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education |
| Emily Anne Dent | 2009 | 2002 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT ~ 2009 - Self Managed Superannuation Funds - Other - Kaplan Professional |
| Garry Millburn | 2016 | 2010 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services ~ 2017 - AFA 1-4 (as part of FChFP) - Professional Designations - Association of Financial Advisers (AFA) ~ 2017 - Fellow Chartered Financial Practitioner - Professional Designations - Association of Financial Advisers (AFA) ~ 2022 - FPE016 Self-Managed Superannuation Funds - Other - Kaplan Higher Education ~ 2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2024 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education ~ 2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education |
| Geoffrey Martyn Taylor | 2007 | 1985 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle ~ 1990 - Bachelor of Science (Information Systems) - Bachelor Degree (AQF 7) - University of New South Wales ~ 2003 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia ~ 2004 - Master of Business Administration (Executive) - Masters Degree (AQF 9) - University of New South Wales ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - CPA Australia ~ 2020 - Master of International Taxation - Masters Degree (AQF 9) - University of Sydney ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2022 - 5 Unit CFP Certification Program - Professional Designations - Financial Advice Association Australia (FAAA) ~ 2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2024 - SMSF Specialist Advisor - Professional Designations - SMSF Association |
| Gerrit Lombard | 2008 | 2007 - Diploma of Financial Services( Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education Group ~ 2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Cavendish & ICFS Specialist SMSF Course - Diploma (AQF 5) - Cavendish/The University of Adelaide ~ 2015 - Certified Financial Planner - Professional Designations - FPA |
| Giovanni Paolo Manserra | 2008 | 2010 - Life Risk Specialist - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2011 - ASX Accredited Listed Product Adviser - Other - Kaplan Professional ~ 2015 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2015 - Cavendish & ICFS Specialist SMSF Course - Other - University of Adelaide ~ 2016 - 5 Unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2016 - Margin Lending - Other - Kaplan Professional ~ 2018 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Glen Andrew Hare | 2017 | 2006 - Diploma of Commerce - Diploma (AQF 5) - Sydney Institute of Business and Technology ~ 2010 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Macquarie University ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Helen Patricia Janetzki | 2003 | 2001 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - University of South Australia ~ 2002 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2002 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) |
| Howard Jerome Querido | 1999 | 2004 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute ~ 2007 - Self-Managed Superannuation Funds - Other - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Eduction ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education |
| Jackson John Raddysh | 2025 | 2019 - Bachelor of Commerce (Marketing and International Business) - Bachelor Degree (AQF 7) - University of Sydney ~ 2024 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2025 - Accredited Listed Product Adviser (ALPA) - Other - Kaplan Professional ~ 2025 - Margin Lending Specialist - Other - Kaplan Professional |
| James Douglas Mills | 2012 | 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2015 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional |
| James Robert Padgett | 2023 | 2020 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - University of Tasmania ~ 2020 - Bachelor of Laws - Bachelor Degree (AQF 7) - University of Tasmania ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2023 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education |
| Jasmine Kaila Eyles | 0 | 2021 - Bachelor of Commerce (Financial Planning and Accounting) - Bachelor Degree (AQF 7) - Deakin University |
| Jason Bragger | 2000 | 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2007 - Certified Financial Planner - - Financial Planning Association ~ 2010 - DPML Margin Lending - - Pinnacle Financial Services Academy ~ 2010 - Specialist SMSF Advice Training - - SMSF Strategies |
| Jason Rapley | 2007 | 2005 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Charles Sturt University ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2010 - Self-Managed Superannuation Funds - Other - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2018 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2018 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional ~ 2019 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2025 - Accredited Listed Product Adviser (ALPA) - Other - Kaplan Professional |
| Jayden Henry Charlton | 2018 | 2013 - Bachelor of Business (Financial Risk Management) - Bachelor Degree (AQF 7) - Victoria University ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education ~ 2018 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional ~ 2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Jessica Gerken | 2017 | 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute |
| John Frederick Biddulph | 2001 | 2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2009 - DFP1-8 - Advanced Diploma (AQF 6) - FPA ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty |
| John Menelaou | 2005 | 1998 - RMIT Centre in Finance/ Lend Lease Advisor Services - Basic Competencies Training Program - Other - Lend Lease Advisor Services ~ 1999 - Estate Planning Course - Other - AXA Financial Planning ~ 2004 - 8 Unit Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education ~ 2011 - RG146 Skills Requirements Assessment - Other - Kaplan Higher Education |
| Joshua DE Garis | 2014 | 2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education |
| Joshua Fileti | 2012 | 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2013 - Self-Managed Superannuation Funds - Other - Kaplan Professional ~ 2016 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2024 - Accredited Aged Care Professional Program - Other - Aged Care Steps ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Julie Samantha Bullen | 2025 | 2023 - Bachelor of Business (Financial Planning and Taxation - Extended) - Bachelor Degree (AQF 7) - Griffith University |
| Karen Marie Black | 2016 | 1992 - Bachelor of Arts in Accountancy - Bachelor Degree (AQF 7) - University of South Australia ~ 1997 - Certified Practicing Accountants (CPA) Australia Program - Professional Designations - CPA Australia ~ 2014 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide ~ 2020 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Kate Margret Phillips | 2005 | 1999 - Bachelor of Education - Bachelor Degree (AQF 7) - University of South Australia ~ 2006 - Advanced Diploma of Financial Planning FNS60404 - Advanced Diploma (AQF 6) - Tribeca ~ 2006 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - Tribeca ~ 2021 - Financial Behaviour and Decision Making - Bridging Course - Behavioural Finance - Deakin University ~ 2022 - Ethics for Financial Services - Bridging Course - Ethics - Deakin University |
| Larissa Xie | 0 | 2019 - Bachelor of Commerce (Finance and Information Systems) - Bachelor Degree (AQF 7) - University of New South Wales ~ 2019 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of New South Wales ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - University of New South Wales ~ 2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional |
| Leanne Rowley | 1998 | 2003 - 8 Unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA) ~ 2006 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Archer College ~ 2010 - 5 Unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2017 - SuperConcepts & ICFS Specialist SMSF Course - Other - University of Adelaide ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education |
| Liang Wei Wong | 2012 | 2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne ~ 2011 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2014 - Margin Lending - Other - Kaplan Professional ~ 2014 - SMSF Specialist Advisor - Professional Designations - SMSF Association ~ 2017 - 5 Unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Louise Fay Parker | 1996 | 2001 - 8 Unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA) ~ 2005 - Self-Managed Superannuation Funds - Other - Financial Essentials ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2020 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education |
| Lucy Wright | 2024 | 2021 - Bachelor of Business (Leadership and Management) - Bachelor Degree (AQF 7) - University of Newcastle ~ 2021 - Bachelor of Commerce (Economics and Finance) - Bachelor Degree (AQF 7) - University of Newcastle ~ 2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2024 - FPE011 Debt Strategies - Other - Kaplan Higher Education ~ 2024 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education ~ 2025 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education |
| Luke Courtland Oakes | 2007 | 2006 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Tasmania ~ 2009 - Self-Managed Superannuation Funds - Other - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2024 - Accredited Aged Care Professional Program - Other - Aged Care Steps |
| Marcus Alan Robertson | 1998 | 1989 - Bachelor of Commerce - - University of NSW ~ 1989 - Bachelor of Laws - - University of NSW ~ 1994 - Chartered Accountant - - Institute of Chartered Accountants ~ 1998 - Certified Financial Planner - - Financial Planning Association ~ 1998 - Diploma of Financial Planning - - Financial Planning Association |
| Marcus Larcombe | 2018 | 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2020 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2022 - SuperConcepts & ICFS Specialist SMSF Course - Other - University of Adelaide ~ 2024 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2025 - Margin Lending Specialist - Other - Kaplan Professional |
| Mark Andrew Eyles | 2003 | 1992 - Bachelor of Business (Accounting) - - Monash University ~ 1996 - Professional Year - - Institute of Chartered Accountants Australia ~ 2005 - Public Practice Certificate - - Institute of Chartered Accountants Australia ~ 2018 - Diploma of Financial Planning - - Kaplan Professional ~ 2018 - Self Managed Superannuation Funds - - Kaplan Professional Education |
| Matthew James Treble | 2022 | 2015 - Bachelor of Commerce (Economics) - Bachelor Degree (AQF 7) - Macquarie University ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2022 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education |
| Matthew Kang | 2008 | 2004 - Diploma of Business and Commerce - Diploma (AQF 5) - University of Technology Sydney ~ 2006 - Bachelor of Business (Accounting and Finance) - Bachelor Degree (AQF 7) - University of Technology Sydney ~ 2013 - Certified Practicing Accountants (CPA) Australia Program - Professional Designations - CPA Australia ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2020 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional ~ 2021 - Self-Managed Superannuation Funds - Other - Kaplan Professional ~ 2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional |
| Matthew Lancashire | 2007 | 2003 - Bachelor of Business (Marketing) - Bachelor Degree (AQF 7) - Victoria University ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2009 - CFP- Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2012 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2013 - Self Managed Super Fund Specialist Adviser - Graduate Certificate (AQF 8) - SMSF Professionals' Association of Australia |
| Matthew Richard Jacobs | 2024 | 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional |
| Michael Leigh Jordan | 2010 | 2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Tasmania ~ 2008 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional |
| Michael Miller | 2017 | 2010 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - University of Technology Sydney ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2016 - 5 Unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2021 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional ~ 2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Nathan Barry Frohloff | 2002 | 1999 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2003 - Foundation DFP - Certificate (AQF 1-4) - FPA Australia ~ 2004 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA Australia ~ 2016 - Accredited Listed Product Adviser Program - Certificate (AQF 1-4) - Kaplan Professional ~ 2016 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Professional |
| Paul Graham Bilson | 1996 | 1997 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 1999 - Certified Financial Planner - Professional Designations - Financial Planning Association ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2010 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan |
| Paul Graham Holding | 2001 | 2010 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Diploma of Financial Services( Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2014 - ASX Accredited Listed Product Adviser - Certificate (AQF 1-4) - Kaplan Professional ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional |
| Peter Alan Gersch | 1993 | 1992 - Diploma of Financial Planning - - RMIT ~ 1996 - Certified Financial Planner - - Financial Planning Association ~ 2019 - Tier 1 Margin Lending - Personal Advice - - Kaplan |
| Peter John Speechley | 1990 | 2001 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2012 - CA SMSF Specialist Accreditation Course - Other - University of New South Wales ~ 2013 - ASX Accredited Listed Products Adviser (ALPA) Program - Other - Kaplan Professional ~ 2020 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Peter Keogh | 1998 | 1996 - Bachelor of Business (Honours) - Bachelor Honours Degree (AQF 8) - Central Queensland University ~ 2002 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2011 - DPML Margin Lending - Other - Pinnacle Financial Services Academy ~ 2012 - Self-Managed Superannuation Funds - Other - Pinnacle Financial Services Academy ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Philip Brown | 1997 | 2001 - Certified Financial Planner - Professional Designations - Financial Planning Associations of Australia ~ 2001 - Diploma of Financial Planning - Diploma (AQF 5) - FPA/Deakin University ~ 2004 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Professional |
| Rashele Debnar | 2021 | 2019 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT) ~ 2021 - Accredited Aged Care Professional - Other - Aged Care Steps ~ 2021 - FPE016 Self-Managed Superannuation Funds - Other - Kaplan Higher Education ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2023 - 5 Unit CFP Certification Program - Professional Designations - Financial Advice Association Australia (FAAA) ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education |
| Rebecca Bridie Chapman | 2025 | 2022 - Bachelor of Business (Financial Planning and Management) - Bachelor Degree (AQF 7) - Central Queensland University ~ 2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Rebecca Carol Sainsbury | 2002 | 2004 - Advanced Diploma - ADFS - - Kaplan ~ 2004 - Diploma of Financial Services - Diploma (AQF 5) - Three Sixty ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty ~ 2016 - Aged Care - Other - MLC ~ 2016 - Margin Lending - Other - MLC ~ 2018 - Direct Equities - Other - MLC ~ 2018 - Self Managed Superannuation Funds - Other - MLC ~ 2019 - CFP - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia |
| Reuben Yechiel Zelwer | 2001 | 1996 - Bachelor of Accounting - Bachelor Degree (AQF 7) - Monash University ~ 2001 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2011 - SMSF Adviser Education Program - Other - Financial Essentials ~ 2011 - SMSF Specialist Advisor - Professional Designations - SMSF Association ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Rhian Applewaite | 2011 | 2011 - Bachelor of Accounting - Bachelor Degree (AQF 7) - Central Queensland University ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Self-Managed Superannuation Funds - Other - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2017 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Ross Angus Marais | 2014 | 2012 - Bachelor of Commerce (Financial Planning and Marketing) - - Griffith University ~ 2013 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University ~ 2015 - Self-Managed Superannuation Funds - Other - Kaplan Professional ~ 2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education |
| Samantha Jane Obeney | 2009 | 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2012 - Self-Managed Superannuation Funds - Other - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education |
| Sarah Mills | 2010 | 2004 - Investment Planning - Other - Tribeca ~ 2004 - Risk Management - Other - Tribeca ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2007 - Superannuation & Retirement Planning - Other - Tribeca ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2012 - Self Managed Superannuation Funds - Other - Kaplan Professional |
| Shane Mark Case | 1990 | 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2001 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2011 - Margin Lending Accreditation Program - Other - Financial Essentials ~ 2013 - Diploma of Financial Planning - - Financial Planning Association (FPA) ~ 2014 - Master of Business Administration (Qualification) - - University of Adelaide ~ 2014 - Master of Business Administration - Masters Degree (AQF 9) - The University of Adelaide ~ 2016 - SuperConcepts & ICFS Specialist SMSF Course - Other - The University of Adelaide |
| Shaun Rodney Hunt | 2008 | 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FINSIA ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2011 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - University of South Australia ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2011 - Self-Managed Superannuation Funds - Other - Kaplan Professional ~ 2012 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Intellitrain ~ 2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional ~ 2017 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Association of Financial Advisers (AFA) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2021 - Accredited Aged Care Professional - Other - Aged Care Steps |
| Stella Norberti | 2013 | 2005 - Diploma of Financial Services(Financial Planning) - Diploma (AQF 5) - ThreeSixty ~ 2006 - Taxation Planning - Certificate (AQF 1-4) - Tribeca Learning ~ 2010 - Bachelor of Business(Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 2022 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Professional |
| Summer Kate Stapledon | 0 | 2022 - Bachelor of Accounting and Corporate Finance - Bachelor Degree (AQF 7) - University of Adelaide ~ 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education |
| Thomas Finn Tavares | 2025 | 2023 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - University of Newcastle ~ 2025 - Accredited Listed Product Adviser (ALPA) - Other - Kaplan Professional ~ 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2025 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional |
| Thomas Grant Martyn | 2023 | 2017 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Tasmania ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2022 - FPE016 Self-Managed Superannuation Funds - Other - Kaplan Higher Education ~ 2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional |
| Timothy Ian Scott | 2000 | 2004 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute ~ 2005 - Self-Managed Superannuation Funds - Other - Tribeca ~ 2007 - ASX Listed Products Accreditation Course - Other - Savings Factory ~ 2011 - 5 Unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education |
| Tyler Zane Mapri | 2025 | 2022 - Bachelor of Science (Finance) - Bachelor Degree (AQF 7) - Georgetown College ~ 2023 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education |
| Wayne Alan Collis | 1994 | 2003 - Certified Financial Planner - - Financial Planning Association of Australia (FPA) ~ 2003 - Diploma of Financial Planning - - Deakin University |
| Yasin Koc | 2025 | 2018 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - RMIT University ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education |