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Perpetual Trustee Company Limited

AFS License Number
236643
Name
Perpetual Trustee Company Limited
ABN/ACN/ARBN
42000001007
Licensee issued
March 10, 2004
Address
Sydney, 2000, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
foreign exchange contracts;
general insurance 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;
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:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
foreign exchange contracts;
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;
superannuation; and
financial products limited to:
miscellaneous financial investment products 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;
derivatives;
foreign exchange contracts;
general insurance 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;
superannuation; and
financial products limited to:
miscellaneous financial investment products limited to MDA services;
provide the following custodial or depository services:
operate investor directed portfolio services (each of which is referred to as the IDPS); and
operate custodial or depository services other than investor directed portfolio services; and
provide traditional trustee company services:
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Adam Robert Mitchell2007Bachelor of Business - Victoria University ~ Diploma of Financial Services - Tribeca
 Alexander Luke Allenby2018Advanced Diploma of Financial Planning - Kaplan Education ~ Bachelor of Commerce (Financial Planning) - University of Wollongong ~ Diploma of Financial Planning - Kaplan Education
 Andrew Epplett2004Bachelor of Commerce - University of Wollongong ~ Margin Lending and Geared Investments - Kaplan ~ SDIA Accreditation Program - Deakin University
 Andrew Hiscock2007Advanced Diploma of Financial Services - Kaplan ~ Certificate IV Finance and Mortgage Broking - Kaplan ~ Certified Financial Planner - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
 Andrew John Parker2011Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Bachelor of Business - Charles Sturt Uni ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Life Risk Specialist - Financial Planning Association ~ SMSF Specialist Advisor - Self Managed Super Fund Association
 Andrew Richard Grant Baker1998Bachelor of Business - Queensland University of Technology ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan
 Anindya Bhattacharjee2016Bachelor of Commerce (Finance) - University of New South Wales (NSW) ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd
 Anthony Ian Greenham2000Bachelor of Business (Accounting & Finance) - Edith Cowan University (ECU) ~ Diploma of Financial Planning - Deakin Financial Services Group ~ Graduate Diploma in Financial Planning - Finsia
 BO Ram Choi2015Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business - Monash University ~ Diploma of Financial Planning - Monarch Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Benjamin Malkki2018Bachelor of Commerce (Finance & Financial Planning) - University of Wollongong
 Blake Alexander Wendt2018Accredited Listed Product Adviser Program - Kaplan Education ~ Bachelor of Business and Commerce - University of Western Sydney ~ Diploma of Financial Planning - Kaplan Education ~ Master of Financial Planning - Western Sydney University ~ Self Managed Superannuation Funds - Kaplan Education
 Bradley Gecelter2011Advanced Diploma - Financial Planning - Kaplan ~ Bachelor Degree - Business - RMIT ~ Ethics and Professional in Financial Advice - KAPLAN
 Brian Andrew Alfred King2018Bachelor of Business (Accounting) - Queensland University of Technology (QUT) ~ Certificate IV in Finance and Mortgage Broking - provider Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Carolyn Anne O'reilly2006Bachelor of Economics - University of Queensland ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance and Investment - Securities Institute of Australia
 Chemere Nicole Thor2018Advanced Diploma of Financial Planning - Kaplan Education ~ Diploma of Financial Planning - Financial Services Training & Assessment (FSTA)
 Christopher Ian Marshall1998Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Christopher Sing Wong2016Bachelor of Commerce (Finance & Financial Planning) - Deakin University ~ Certified Financial Planner Certification Program - Financial Planner Association of Australia ~ Self Managed Superannuation Funds - Kaplan Professional
 Constantine Michael Maglis2011Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Accounting and Finance) - University of Notre Dame Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Daniel Carlos Tome2004Bachelor of Economics - York University ~ Certified Financial Planner - Canadian Securities Institute ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Daniel Elias2016Bachelor of Business and Commerce - University of Western Sydney ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Daniel John Gallacher2010Advanced Diploma of Financial Planning - Kaplan ~ Certificate of Self Managed Superannuation Funds - Kaplan ~ Diploma in Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan
 Daniel Swallow2016FNSASICZ503A: Provide advice in Financial Planning - Kaplan Professional ~ Margin Lending Accreditation Program - Stockbroker's Association of Australia ~ Master of Applied Finance - Macquarie University ~ Professional Diploma in Stockbroking - Stockbroker's Association of Australia ~ Superannuation and Retirement Planning - Kaplan Professional
 Darren Topps2018Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Arts in Finance, Accounting & Management - University of Nottingham (UK) ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Monarch Institute
 David John Hurley2016Bachelor of Commerce - University of Adelaide ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Securities and Managed Investments - Kaplan
 Diana Ramirez Martinez2015Advance Diploma in Financial Planning - Mentor Education ~ Bachelor Degree of Business - San Buenaventura University ~ Diploma of Financial Services - ThreeSixty ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Studies of Accounting and international finance - ICESI
 Edward Balderstone Ryan2009Bachelor of Business (Economics and Finance) - Royal Melbourne Institute of Technology ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA
 Elizabeth Maree Wheatley2001Bachelor of Commerce - University of Canberra ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - KAPLAN ~ Graduate Diploma of Management - University of Queensland, Royal Australian Navy Staff College
 Elysse Marguerite Lorenti2010Advanced Diploma of Financial Planning - Kaplan ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan Professional
 Evan Hill2011Advanced Diploma - Financial Planning - Kaplan Professional ~ Bachelor Degree - Business and Commerce - University of Western Sydney ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan ~ SMSF Specialist Adviser - SMSF Association
 Fotini Mastrogianni1998Bachelor of Economics - University of Sydney ~ Certificate IV in Finance and Mortgage Broking - National Finance Institute ~ Certificate of Margin Lending and Geared Investments - Kaplan ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia
 Francois Leonardo Petitto2006Advanced Diploma Financial Services (Financial Planning) - NSW Vocational, Education and Training Accreditation Board ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - NSW Vocational, Educational and Training Accreditation Board ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan
 George Marshall2022Financial Adviser Exam - ASIC ~ Graduate Diploma of Financial Planning - KAPLAN ~ Master of Business (Applied Finance) - Queensland University of Technology
 Grant Philip Treen2007Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business - Edith Cowan University ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Graduate Diploma of Applied Finance and Investment - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Professional
 Huixin Zhu2018Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - University of New South Wales ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Finance - University of New South Wales
 James Andrew Okeefe2018Diploma of Financial Services (Financial Planning) - FINSIA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance - KAPLAN Professional
 Jamie Brendon Cockerill2005Bachelor of Business - Griffith University ~ Certified Financial Planner - Financial Planning Associate of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Jason D'costa2015Bachelor of Commerce - University of Western Australia ~ Diploma of Financial Planning - Kaplan Professional
 Joel Harty2012Bachelor of Commerce (Financial Planning) - University of Wollongong
 Jonathan Pohl2014BCom - Rhodes University, South Africa ~ Certified Financial Planner - Deakin University / FPA ~ Diploma of Financial Services - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Postgraduate Diploma in Financial Planning - University of the Free State, South Africa
 Kareen Badam2018Bachelor of Business (Accounting) - UWS ~ Ethics and Professionalism in Financial Planning - Kaplan ~ Graduate Certificate in Financial Planning - Finsia ~ Graduate Diploma of Financial Planning - Kaplan
 Kate Jemma Blake2014Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - Griffith University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Katherine Louise Murphy2015Bachelor of Business (Accounting) - Swinburne University of Technology ~ Certificate IV Financial Services (Finance and Mortgage Broking) - Mortgage and Finance Association of Australia (MFAA) ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Kathy Porter2008Diploma of Superannuation Funds Management - Macquarie University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma Financial Planning - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Leo Tang2016Bachelor of Commerce/Bachelor of Economics - Monash University ~ DFP 4 - Securities and Managed Investments - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ SMSF Certification - Kaplan Professional ~ Tax for Financial Advising - Kaplan Professional
 Lucy Silvana Salaris2005Bachelor of Arts (Major in Politics Minor and Legal Studies) - La Trobe University ~ Diploma of Financial Services - Kaplan
 Luke William Fisher2017Bachelor of Arts (Global) and Bachelor of Commerce (Finance) - Monash University ~ Business Law - Monash University ~ Diploma of Financial Planning - Kaplan
 Malissa Tobias2001Bachelor of Business - Victoria University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA
 Marisa Senese2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Mark Evan Vignaroli1996Accredited Estate Planning Strategist - University Technology Sydney ~ Bachelor of Commerce (Accounting) - La Trobe University ~ Certified Financial Planner - Deaking University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Applied Finance - Securities Institute of Australia
 Mark Heffernan2010Bachelor of Commerce - Deakin University ~ Managed Investments - SDIA ~ Margin Lending and Geared Investments - Kaplan ~ Master of Applied Finance - Macquarie University
 Mathew Stewart Gault2009Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA ~ Graduate Diploma of Financial Planning - finsia ~ UK Law Degree - Reading University ~ UK Qualified Solicitor - Supreme Court of England and Wales
 Matthew Joseph Sala2018Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - KAPLAN
 Matthew Langhein2022Bachelor of Commerce - Macquarie University ~ Graduate Diploma of Financial Planning - KAPLAN
 Matthew Ryan Doyle2018Accredited Derivatives Adviser 2 - Kaplan ~ Accredited Derivatives Adviser Level 1 - Deakin Prime ~ Diploma Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Juris Doctor - University of Sydney
 Michael Gordon Stetson2008Advanced Diploma of Financial Services - Kaplan ~ Diploma of Financial Services - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Michael Pavani2014Bachelor of Financial Advising - University of Western Sydney ~ Certified Financial Planner - FPA ~ Self Managed Superannuation Funds - Kaplan
 Moshe Chaiton2015Diploma Of Financial Planning - International Institute of Technology ~ Graduate Diploma of Financial Planning - KAPLAN
 Nick Patterson2014Bachelor of Business Administration - Macquarie University ~ Bachelor of Commerce-Accounting - Macquarie University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Diploma of Financial Planning - Integrity Education Group
 Nicky Ristevski2017Bachelor of Business - University of Western Sydney ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Kaplan
 Oscar John Lloyd Howard2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce - University of Melbourne
 Patrick James Abrams2014Accredited Derivatives Adviser Level 2 - Deakin Prime ~ Bachelor of Business - University of Technology Sydney ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Securities & Managed Investments Accreditation Program - Deakin Prime
 Paul Gerard Mccarthy1999Bachelor of Economics - University of Newcastle ~ Diploma of Financial Planning - Deakin University / FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Phillip Andrew Hines1989Cavendish & ICFS Specialist, SMSF Course - The University of Adelaide ~ Dip FS (FP) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Prabhat Mehla2018Bachelor of Commerce (Accounting) - Flinders University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 letter - Flinders University
 Priscilla Osei-ntim2018Advanced Diploma in Financial Planning - Mentor Education ~ Diploma in Financial Planning - NSW TAFE ~ Graduate Certificate in Financial planning - Griffith University ~ Master of Financial Planning - Griffith University
 Prudence Evelyn Homewood2016Advanced Diploma of Accounting - Chisholm Institute ~ Bachelor of Exercise Science - Australian Catholic University ~ Financial Planning Essentials, Superannuation & Retirement Planning, Risk Management - Pinnacle Financial Services Academy ~ Securities and Managed Investments - Kaplan Professional Education
 Rachelle Anne Arranz2004Adanced Diploma in Financial Services - Kaplan ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma in Financial Markets - Securities Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Raoul Shemer1983Advanced Diploma of Financial Planning - RG 146 Training Australia ~ Investment Planning 1 - Integratec
 Renee Condylis2018Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Agricultural Economics - University of Sydney ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan
 Reymon Makkar2008Advanced Diploma of Financial Services - International Institute of Technology ~ Diploma of Financial Services - Mentor Education ~ Graduate Diploma of Financial Planning - Kaplan Professional Pty Ltd ~ Master of Financial Planning - Kaplan Professional Pty Ltd
 Richard Andrew Mcclelland2015Bachelor of Commerce - University of Wollongong ~ Certified Financial Planner - FPA ~ Graduate Diploma of Applied Finance - Kaplan ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan
 Robert Woodford2015Bachelor Degree - Bachelor of Business Studies (Accounting and Finance) - Massey University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Masters Degree - Master of Applied Finance - Macquarie University
 Rossella Anna Foster2017Advanced Diploma in Financial Planning - Deakin University ~ Bachelor of Commerce - University of Western Sydney ~ Certified Financial Planner - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Roxanne Gorman2003Bachelor of Arts (Economics) - University of New South Wales ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business Administration - University of New England ~ Master of Financial Planning - University of Sunshine Coast
 Ruby Piety Haase2006Bachelor of Commerce - Macquarie University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan
 Sandra Carr2001ADFP - Deakin University ~ Bachelor Of Commerce - University of WA ~ Certified Practicing Accountant - Australian Society of CPA's ~ DFP - Deakin University
 Scott David Hayward2018Bachelor Business and Commerce (Major in Finance) - University of Southern Queensland ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Sharna Michelle Meinertz1999Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Bachelor of Business (Management) - Edith Cowan University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Financial Planning - KAPLAN ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Shiva Vemula2010Bachelor of Commerce (Accounting and Finance) - Monash University ~ Certified Financial Planner - FPA
 Simone Elizabeth Brown2018Bachelor of Commerce - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Siufan Lee2010Bachelor of Commerce (Economics) - Curtin University ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Master of Accounting - Curtin University ~ Master of Finance - Curtin University
 Steven DE Natris2012Bachelor of Commerce - University of Melbourne ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance - Kaplan ~ Master of Applied Finance - Kaplan Professional
 Tjay Ratnawardana2018Advanced Diploma of Financial Planning FNS60415 - Kaplan Professional ~ Bachelor of Applied Finance (Economics) - Macquarie University ~ Diploma of Financial Planning FNS50611 - Mentor Educ. ~ Master of Financial Planning - UNSW ~ RG146 Tier 1 Margin Lending - Kaplan Professional
 Tony Mastromanno2000Diploma in Financial Planning - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Vicki Debra Mounts2001Bachelor of Business (Accounting) - Queensland University of Technology ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Australian Institute of Company Directors - Australian Institute of Company Directors ~ Graduate Diploma in Education - Queensland University of Technology
 Warren Brook Skinner2003Advanced Diploma of Financial Planning - FPA ~ Cavendish & ICFS Specialist, SMSF Course - The University of Adelaide ~ Certified Financial Planner - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 William Mackay Johnston2018Bachelor of Commerce - University of New England ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan
 ZI GU2008Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Finsia ~ Master of Commerce in Advanced Finance - The University of New South Wales ~ Self Managed Superannuation Funds - Kaplan Professional Education