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 |
|---|---|---|
| Alan Birchard | 2003 | Accredited Aged Care Professional - Aged Care Steps ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Alexander James Doolan | 2023 | Accredited Listed Product Adviser Program - Kaplpan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ SMSF Regulation and Taxation - Kaplan Professional |
| Alissa Rose Matthews | 2012 | Advanced Diploma - Financial Planning - Kaplan Professional ~ Diploma Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Amanda Griggs | 2008 | Advanced Diploma - Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending Facilities - Financial Education Professionals Pty Ltd ~ Master of Financial Planning - Kaplan Professional ~ Self-Managed Superannuation Funds - Financial Education Professionals Pty Ltd |
| Angus Stewart Rodgers | 2015 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Applied Finance - Macquarie University ~ Diploma of Financial Planning - Kaplan Professional ~ Provide Advice in Margin Lending - Kaplan Professional ~ SMSF Association Specialist Advisor - SMSF Association |
| Anona Josephine Fitzgerald | 1998 | Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Securities Institute ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty |
| Anthony Liegh Klatt | 2000 | Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Business Administration - University of SA |
| Anthony Peter Mcinnes | 2024 | Accredited Listed Product Adviser Program (ALPA) - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan |
| Ashley Moore | 2014 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics & Professionalism in Financial Advise - Kaplan Professional ~ Graduate Diploma in Financial Planning - Kaplan Professional |
| Ben William Greany | 2015 | Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments Certificate - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Benjamin James Norval | 2017 | Bachelor of Commerce - Macquarie University ~ Diploma of Financial Planning - Monarch Institute ~ Ethics & Professionalism In Financial Advice - Kaplan Professional ~ Provide Advice in Margin Lending - Monarch Institute ~ SMSF Specialist Advisor Accreditation - SMSF Association |
| Benjamin Mcdonald Semple | 2006 | Accredited Listed Product Adviser Program - Kaplan Education Pty Ltd ~ Bachelor Agricultural Economics - UNE ~ Diploma Financial Planning - Kaplan ~ SMSF - Kaplan |
| Bettina Rosen | 2018 | Diploma of Financial Planning - FPA ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Brendan Ross Bate | 2018 | (Honours) Bachelor of Accounting Science - University of South Africa ~ Ethics and Professionalism in Financial Advice - Kaplan Higher Education ~ Graduate Diploma in Financial Planning - Griffith University ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional |
| Bridget Anne Lamphee | 2001 | ASX Accredited Listed Products Adviser Program - Kaplan Professional ~ Bachelor of Business (Applied Economics) - University of South Australia ~ Graduate Diploma in Applied Finance & Investments - Securities Institute ~ Margin Lending & Geared Investments - Kaplan Professional ~ SMSF Specialist Accreditation - SMSF Association |
| Bronwyn Michelle Abraham | 2013 | Bachelor of Commerce - Griffith University ~ Cert IV in Finance & Mortgage Broking - FARSTA ~ Certified Financial Planner - Financial Planning Association of Australia ~ Specialist SMSF course - Adelaide University |
| Bryan Michael Graham | 2001 | Diploma of Financial Services (Financial Planning) - Integratec ~ Marging Lending and Geared Investments - Kaplan Professional |
| Cathrine Greven | 1996 | Diploma of Financial Advising - Securities Institute ~ Graduate Certificate in Professional Accounting - University of New England |
| Christina Otthilde Cabrera | 1990 | Bachelor of Commerce - University of Western Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Fund Concepts - Financial Essentials |
| Christine Joyce Swanson | 1987 | Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Inv. - Kaplan ~ SMSF - Financial Essentials |
| Daniel Peter Etherington | 1994 | Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ FNSASICR503A Provide Advice in Margin Lending - MLC ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association |
| Darren Keith Wright | 2006 | Certified Financial Planning - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Finsia ~ Margin Lending and Geared Investments - Kaplan Professional |
| Darren Richard Tanner | 1989 | CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - RMIT University ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Securities - Personal Advice - Kaplan |
| David John Saynor | 2014 | Bachelor of Business (Financial Planning & Services) - RMIT ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ SMSF Specialist Advisor - SMSF Association |
| David Michael O'callaghan | 1994 | Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Diploma of Financial Services (Financial Planning) - Commonwealth Bank ~ Master of Business Administration - Australian Institute of Business ~ Master of Financial Planning - University of Southern Queensland |
| Deborah Hudson | 2006 | ASX Accredited Listed Products - Kaplan Professional Education ~ Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Fellow Chartered Financial Practitioners - Mentor Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Derek Armstrong | 2003 | Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC Training Group ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Masters of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Efstathia Cossey | 2009 | Bachelor of Science (Mathematical & Computer Science) - University of Adelaide ~ Certified Financial Planner (CFP) - FPA ~ Certified Practicing Accountant (CPA) - CPA Australia ~ RG146 Margin Lending - MLC ThreeSixty |
| Elizabeth Anne Holland | 2010 | Accredited Aged Care Professional - Aged Care Steps ~ Foundation Diploma Financial Planning - Financial Planning Association ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Emily Anne Dent | 2009 | Bachelor of Business (Financial Planning) - RMIT ~ Self Managed Superannuation Funds - Kaplan Professional |
| Garry Millburn | 2016 | Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Bachelor of Business (Management) - University of Western Sydney ~ Diploma of Financial Planning - Kaplan Professional ~ Fellow Chartered Financial Practitioner - Association Of Financial Advisers ~ Self Managed Superannuation Funds - Kaplan Professional |
| Geoffrey Martyn Taylor | 2007 | Bachelor of Commerce - University of Newcastle ~ Bachelor of Science - The University Of New South Wales ~ Diploma of Financial Services (Financial Planning) - CPA ~ Master of Business Administration (Executive) - University of NSW and University of Sydney ~ Registered Tax Agent - Australian Government Tax Agent Board |
| Gerrit Lombard | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Group ~ Cavendish & ICFS Specialist SMSF Course - Cavendish/The University of Adelaide ~ Certified Financial Planner - FPA ~ Diploma of Financial Services( Financial Planning) - Mentor Education ~ Margin Lending and Geared Investments - Kaplan Professional |
| Giovanni Paolo Manserra | 2008 | ASX Accredited Listed Product Adviser - Kaplan Professional ~ Bachelor of Commerce (Financial Planning) - Deakin University ~ Cavendish & ICFS Specialist SMSF Course - University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Glen Andrew Hare | 2017 | Adanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce- Accountinh - Macquarie University ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Heather Joy Jensen | 2001 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Arts (Accountancy) - South Australian Institute of Technology (now Uni SA) ~ Chartered Accountant Financial Planning Specialist - Institute of Chartered Accountants Australia ~ Ethics and Professionalism In Financial Advice - Kaplan Professional ~ Masters of Business Administration - Adelaide University |
| Helen Patricia Janetzki | 2003 | Bachelor of Business (Banking & Finance) - University of South Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) |
| Howard Jerome Querido | 1999 | Diploma Marketing and Sales Management - Vaal Technicon ~ Diploma of Financial Advising - Securities Institute ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| James Robert Padgett | 2023 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business and Bachelor of Law - University of Tasmania ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ SMSF Regulations and Taxation - Kaplan Professional |
| Jason Bragger | 2000 | Certified Financial Planner - Financial Planning Association ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Deakin University ~ Specialist SMSF Advice Training - SMSF Strategies |
| Jayden Henry Charlton | 2018 | Bachelor Business (Financial Risk Management) - Victoria University ~ Master of Financial Planning - Kaplan Professional ~ RG146 Tier 1 Margin Lending - Kaplan Australia |
| Jessica Gerken | 2017 | Diploma of Financial Planning - Monarch Institute |
| Jessica Murphy | 2012 | Bachelor of Commerce (Accounting and Financial Planning) - Curtin University ~ Diploma of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional Education |
| John Frederick Biddulph | 2001 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ DFP1-8 - FPA ~ RG146 Margin Lending - MLC ThreeSixty |
| John Ronald Grocke | 1992 | Diploma in Financial Planning - Deakin University ~ Diploma in Life Insurance - Australian Insurance Institute |
| Joshua Fileti | 2012 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self-Managed Superannuation Funds - Kaplan Professional |
| Kate Margret Phillips | 2005 | Advanced Diploma of Financial Planning FNS60404 - Tribeca ~ Bachelor of Education - University of South Australia ~ Diploma of Financial Planning FNS50804 - Tribeca ~ Ethics for Financial Services - Deakin University ~ Financial Behaviour and Decision Making - Deakin University |
| Leanne Rowley | 1998 | Certified Financial Planner - Financial Planning Standards Board ~ Diploma of Financial Planning - Financial Planning Association of Australia Ltd ~ Graduate Diploma in Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Super Concepts & ICFS Specialist SMSF Course - University of Adelaide |
| Liang Wei Wong | 2012 | Bachelor of Commerce (Accounting & Finance) - The University of Melbourne ~ Certified Practicing Accountant(CPA) Australia - CPA Australia ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Kaplan Professional ~ Self Managed Super Fund Specialist Adviser (SSA) - Self Managed Super Fund Association (SMSFA) |
| Lisa Renee Redmon | 2018 | Bachelor of Business ( International Business, Finance and TradeT - The University of South Australia ~ Bachelor of Business (Honours) - The University of South Australia ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma in Applied Economics - The University of Adelaide ~ SMSF Regulations and Taxation - Kaplan Professional |
| Louisa May Polglase | 0 | Graduate Diploma in Financial Planning - Kaplan Professional |
| Louise Fay Parker | 1996 | Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Financial Essentials |
| Luke Courtland Oakes | 2007 | Advanced Diploma of Financial Services(Financial Planning) - Kaplan Professional ~ Bachelor of Economics - University of Tasmania ~ Diploma of Financial Services Financial Planning - TRIBECA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Fund - Kaplan Professional |
| Luke David Ford | 0 | Graduate Diploma of Financial Planning - Kaplan Professional |
| Marcus Alan Robertson | 1998 | Bachelor of Commerce - University of NSW ~ Bachelor of Laws - University of NSW ~ Certified Financial Planner - Financial Planning Association ~ Chartered Accountant - Institute of Chartered Accountants ~ Diploma of Financial Planning - Financial Planning Association |
| Marion Bernadette Deegan | 1997 | Bachelor of Commerce (Accounting) - Curtin University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Fund - Financial Essentials |
| Mark Andrew Eyles | 2003 | Bachelor of Business (Accounting) - Monash University ~ Diploma of Financial Planning - Kaplan Professional ~ Professional Year - Institute of Chartered Accountants Australia ~ Public Practice Certificate - Institute of Chartered Accountants Australia ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Mark Douglas Greenwood | 1992 | Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association ~ Self Managed Superannuation Funf - Kaplan Professional |
| Mathew Stinton | 2000 | Advanced Diploma - Financial Planning - Deakin ~ Bachelor of Business - Edith Cowan University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia |
| Mathew Wilkshire | 2004 | Bachelor of Science (Mathematics) - Flinders University ~ Diploma of Financial Services (Financial Planning) - AMP Financial Services ~ Financial Essentials SMSF Adviser Education Program - Financial Essential ~ Margin Lending and Geared Investments - Kaplan Professional |
| Matthew James Treble | 2022 | ALPA - Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce - Macquarie University ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ SMSF Accrediation - Kaplan Professional |
| Matthew Kang | 2008 | Bachelor of Business (Accounting and Finance) - University of Technology Sydney ~ CPA Program - CPA Australia Ltd ~ DFS Module 2 - Risk Management and Insurance Planning - Advice Education ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional |
| Matthew Lancashire | 2007 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Marketing) - Victoria University ~ CFP- Certified Financial Planner - Financial Planning Association of Australia ~ Self Managed Super Fund Specialist Adviser - SMSF Professionals' Association of Australia ~ Self Managed Superannuation Funds - Kaplan Professional |
| Matthew Richard Jacobs | 0 | Graduate Diploma of Financial Planning - Kaplan Professional |
| Michael Bold | 2015 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Fund - Kaplan Professional |
| Michael Leigh Jordan | 2010 | Bachelor of Commerce - University of Tasmania ~ Graduate Diploma of Applied Finance - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Michael Miller | 2017 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - University of Technology Sydney ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Nathan Barry Frohloff | 2002 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business (Banking and Finance) - Queensland University of Technology ~ Diploma of Financial Planning - FPA Australia ~ Foundation DFP - FPA Australia ~ Self Managed Superannuation Funds - Kaplan Professional |
| Nicholas Mark Schuster | 2009 | Bachelor of Arts - Accountancy - University of South Australia ~ Graduate Certificate in Financial Planning - Finsia ~ Graduate Diploma of Applied Finance - Kaplan ~ Self Managed Superannuation - Kaplan |
| Patricia Margaret Gregory | 2017 | Advanced Diploma of Financial Planning - Monarch Institute ~ Certified Financial Planner - FPA Australia ~ Diploma of Financial Planning - Monarch Institute ~ Graduate Certificate of Financial Planning - Griffith University ~ Master Of Financial Planning - Griffith University |
| Patrick Michael Forrester | 2010 | Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Paul Andrew Barrett | 2005 | Bachelor of Economics - University of Sydney ~ Diploma in Financial Planning - Financial Planning Association (Deakin University) ~ Diploma in Financial Planning - – Financial Planning Association (Deakin University) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Masters of Business - Finance - University of Technology ~ Self Managed Superannuation Funds - Kaplan Professional |
| Paul Graham Bilson | 1996 | Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan ~ Margin Lending and Geared Investments - Kaplan |
| Paul Graham Holding | 2001 | ASX Accredited Listed Product Adviser - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services( Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Peter Alan Gersch | 1993 | Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - RMIT ~ Tier 1 Margin Lending - Personal Advice - Kaplan |
| Peter John Speechley | 1990 | ASX Accredited Listed Products Adviser Program - Kaplan Professional Education ~ CPA Program - Australian Society of Certified Practising Accountants ~ Chartered Accountant Program - Institute of Chartered Accountants Australia ~ Graduate Diploma of Financial Planning - FINSIA ~ Margin Lending and Geared Investments - Kaplan Professional Education |
| Peter Keogh | 1998 | Bachelor of Business (Honours) - Central Queensland University ~ DPML Margin Lending - Pinnacle ~ Ethics & professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance & Investment - Securities Institute ~ Self Managed Superannuation Funds - Pinnacle |
| Philip Brown | 1997 | Certified Financial Planner - Financial Planning Associations of Australia ~ Diploma of Financial Planning - FPA/Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional |
| Rashele Debnar | 2021 | Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Reuben Yechiel Zelwer | 2001 | Bachelor of Accounting - Monash University ~ Certified Financial Planner - Financial Planning Association ~ Graduate Diploma in Financial Planning - Securities Institute of Australasia (FINSIA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ SMSF Specialist Adviser - SMSF Associations |
| Rhian Applewaite | 2011 | Advanced Diploma - Financial Planning - Kaplan Professional ~ Bachelor of Accounting - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Ross Angus Marais | 2014 | Bachelor of Commerce (Financial Planning and Marketing) - Griffith University ~ Bachelor of Commerce Financial Planning - Griffith University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Statement of Attainment in Self-Managed Superannuation Funds - Kaplan Professional |
| Samuel Stephen Merryfull | 0 | Bachelor of Business (Finance) - Charles Stuart University |
| Shane Mark Case | 1990 | Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Margin Lending Accreditation Program - Financial Essentials ~ Master of Business Administration (Qualification) - University of Adelaide ~ Master of Business Administration - The University of Adelaide ~ SuperConcepts & ICFS Specialist SMSF Course - The University of Adelaide |
| Shaun Rodney Hunt | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Applied Finance - University of South Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Stella Norberti | 2013 | Bachelor of Business(Financial Planning) - Royal Melbourne Institute of Technology ~ Diploma of Financial Services(Financial Planning) - ThreeSixty ~ Self Managed Superannuation Funds - Kaplan Professional ~ Taxation Planning - Tribeca Learning |
| Thomas Grant Martyn | 2023 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business - University of Tasmania ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds FPE016 - Kaplan Professional |
| Timothy Ian Scott | 2000 | ASX Listed Products Accreditation - University of NSW ~ Diploma of Financial Planning - Securities Institute ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Tribecca |