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Professional Investment Services Pty ltd

AFS License Number
234951
Name
Professional Investment Services Pty ltd
ABN/ACN/ARBN
11074608558
Licensee issued
Dec. 8, 2003
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;
derivatives limited to:
old law securities options contracts and warrants;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
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;
derivatives limited to:
old law securities options contracts and warrants;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Abraham Melchizedek Paul Mohring2008Bachelor of Business (Financial Planning) with Distinction - Royal Melbourne Institute of Technology ~ Managed Investments - RMIT University ~ Risk Management - RMIT University ~ Self Managed Super Fund Course - Kaplan ~ Superannuation and Retirement Planning - RMIT University
 Adrian Bikram Chaudhary2000ASX Securities - kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca
 Alex KA IP Wong2017Advanced Diploma of Accounting - Tafe NSW ~ Advanced Diploma of Accounting - Tafe NSW ~ Advanced Diploma of Accounting - Tafe NSW ~ Bachelor of Commerce (Accounting) - Curtin University of Technology ~ Bachelor of Commerce (Accounting) - Curtin University of Technology ~ Bachelor of Commerce (Accounting) - Curtin University of Technology ~ Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Planning - Integrity Education Group ~ Master of Business in Accounting and Finance - University of Technology Sydney ~ Master of Business in Accounting and Finance - University of Technology Sydney ~ Master of Business in Accounting and Finance - University of Technology Sydney ~ Self Managed Superannuation Funds - Future Education Professionals ~ Self Managed Superannuation Funds - Future Education Professionals ~ Self Managed Superannuation Funds - Future Education Professionals
 Alistair John Blake2004Generic Financial Planning - RMIT University ~ Managed Investments - RMIT University ~ Self Managed Super Fund Course - Kaplan ~ Superannuation and Retirement Planning - RMIT University
 Allen David Hart1985Certificate of Advanced Investment Planning - FPA ~ Certificate of Estate Planning - FPA ~ Certificate of Taxation Planning - FPA ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA
 Andrew James Buhk1999ASX Securities - Kaplan ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - AAMC ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca
 Andrew John Mills2001ASX Securities - Australian Securities Exchange ~ Certificate in Estate Planning - FPA ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Self Managed Super Fund Course - Kaplan
 Andrew John Williams2008ASX Securities - Kaplan ~ Advanced Diploma of Financial Planning - Pinnacle ~ Diploma of Financial Planning - Pinnacle ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan
 Anthony David Regan1986Certificate of Advanced Investment Planning - PS146 Training Australia ~ Diploma of Financial Planning - Tribeca ~ Margin Lending - Kaplan ~ Securities - PS146 Training Australia ~ Self Managed Super Fund Course - Financial Essentials
 Arthur Christopher Kyriacou2000ASX Securities - Kaplan ~ Diploma of Financial Planning - Deakin Uni - Dip of Fin Planning ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribecca
 Athanassis Kyriacou1992Bachelor of Economics - LA Trobe University ~ Margin Lending - Kaplan ~ Risk Management - Kaplan ~ Self Managed Super Fund Course - Kaplan ~ Superannuation and Retirement Planning - Finsia
 Benjamen James Smith1996Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ SMSF - Kaplan Professional
 Benjamin Aston Harding2004ASX Securities - Kaplan ~ Bac Business (Accounting) - CQU ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan
 Benjamin Hamish Jessop1994ASX Securities - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Australian Executor Trustee
 Benjamin Luke Graham-nellor2006ASX Securities - Kaplan ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - Plan Connect ~ Diploma of Financial Services - Dover ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan
 Benjamin Richard Latham1998Advanced Diploma of Financial Planning - Kaplan Professional ~ Certificate of Estate Planning - Kaplan ~ Certificate of Taxation Planning - FPA ~ Diploma of Financial Services (Financial Planning) - Tribecca
 Benjamin Thomas Audet2009ASX Securities - Kaplan ~ Bachelor of Business (Accounting) - Charles Sturt University ~ Diploma of Financial Services (Financial Planning) - Investment Banking Institute ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan
 Bernard John Ryan1997ASX Securities - Kaplan ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - AAMC ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca
 Beverley Leeanne Ferris2002Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca
 Bruce Duncan Fitzpatrick1999ASX Securities - Savings Factory ~ Bachelor of Law - The University of Sydney ~ Graduate Diploma of Financial Planning - SECURITIES INSTITUTE ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca
 Bruce Peter Stone2004ASX Securities - Kaplan ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - Kaplan ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca
 Cameron Charles Russell1997Bachelor of Applied Science (Property Economics) - Queensland University of Technology ~ Diploma of Financial Planning (8 units) - FPA Australia ~ Ethics and Professionalism in Financial Advice Course - Kaplan Higher Education ~ Graduate Diploma of Financial Planning - Kaplan Higher Education
 Catherine Odette Wells2012ASX Securities - Kaplan ~ Advanced Diploma of Financial Services (FP) - Kaplan ~ Bachelor of Business - Royal Melbourne Institute of Technology ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan
 Chester Gavin Macdonald1980ASX Securities - Kaplan ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan
 Christopher Terence Harris2002Generic Financial Planning - Securities Institute ~ Managed Investments - Securities Institute ~ Superannuation and Retirement Planning - Securities Institute
 Claudio Orrico1990ASX Securities - Kaplan ~ Managed Investments - Tribeca ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca ~ Superannuation and Retirement Planning - Tribeca
 Clifford Samson2013Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Financial Planning) - Victoria University ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ SMSF Course - The University of Adelaide
 Craig Stuart Peterson1997Bachelor of Business - University of Technology, Sydney ~ Certified Financial Planner Education Program - FPA Australia ~ Diploma of Financial Planning (8 Units) - FPA Australia ~ Ethics and Professionalism in Financial Advice Course - Kaplan Higher Education ~ Self Managed Super Funds Course - Pinnacle Financial Services Academy
 Dae Sik Jung2005Bachelor of Economics - Dongguk University ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan
 Darren James Morris2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - University of Southern Queensland ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Kaplan Professional
 David John Webb2005ASX Securities - Kaplan ~ Bachelor of Economics - La Trobe University ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - AAMC ~ Graduate Diploma in Applied Finance and Investment - The Securities Institute of Australia ~ Self Managed Super Fund Course - Australian Executor Trustees
 David Mccallum Hughes1998ASX Securities - LPAC ~ Bachelor of Commerce Majoring in Accounting - University of Wollongong ~ Diploma of Financial Planning - FPA ~ Margin Lending - Pinnacle ~ Self Managed Super Fund Course - Kaplan
 Dean Scott Mcwilliams1983ASX Securities - Kaplan ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC ~ Foundation Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca (Cert of Completion)
 Deborah Carol Mcwilliam1999Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business - University of Southern Queensland ~ Certified Financial Planner - FPA ~ Certified Practicing Accountant - CPA Australia ~ Self Managed Super Fund Course - The Strategist Group
 Dharmaraj Rajasingam1996Bachelor of Business - University Of Southern Qld ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Securities - LPAC ~ Self Managed Super Fund Course - Kaplan
 Filippo Battisti1997Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending - Kaplan
 Frank Tsirigotis1992ASX Securities - Kaplan ~ Bachelor of Business (Accounting) - Chisholm Institute of Technology ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Self Managed Super Fund Course - Tower
 Graeme John Matthews1986ASX Securities - Kaplan ~ Bachelor of Business - Royal Melbourne Institute of Technology ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tower Trust
 Graham Scott Mcintyre1999Advanced Diploma of Financial Planning - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending - Kaplan ~ Securities - Kaplan ~ Self Managed Super Fund Course - kaplan
 Graham Thomas Pascoe2005Generic Financial Planning - Tribeca ~ Managed Investments - Tribeca ~ Margin Lending - Kaplan ~ Risk Management - Orion - T ~ Superannuation and Retirement Planning - Orion
 Gregory Manuel Morianos2018Diploma of Financial Services (Financial Planning) - FINSIA Education ~ Ethics and Professionalism in Financial Advice (FPC002B) - Kaplan Higher Education ~ Graduate Diploma of Applied Finance (Financial Planning)Graduate Diploma of Applied Finance (Financi - Kaplan Higher Education ~ Master of Applied Finance - Kaplan Higher Education ~ Tax for Financial Advising and Commercial Law Courses - Kaplan Professional
 Hany Roshdy Salib2006Generic Financial Planning - Tribeca ~ Managed Investments - Tribeca ~ Margin Lending - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional ~ Superannuation and Retirement Planning - Tribeca
 Ian Stanley Allsopp1986Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca
 Ian William Walker1998Bachelor of Business - University of Central Queensland ~ Fellow of the Financial Services Institute of Australasia (Finsia) - FINSIA ~ Margin Lending - Kaplan ~ Master of Management - Central Queensland University ~ Securities - SIA
 James Alan Ford1981Managed Investments - Accredited ~ Margin Lending - Kaplan ~ Risk Management - Accredited ~ Self Managed Super Fund Course - Integratec ~ Superannuation and Retirement Planning - Integratec
 James Ian Macbeth Cavanough2005Bachelor of Commerce - University of Southern Qld ~ Certified Financial Planner - FPA ~ Masters of Applied Finance - Charles Sturt University ~ Securities - FPA ~ Self Managed Super Fund Course - Kaplan
 James John Worrall Agar1972Certified Financial Planner - FPA ~ Diploma of Financial planning - FPA ~ Self Managed Super Fund Course - Kaplan
 James Matthew Carpenter2014Diploma of Financial Planning - Kaplan
 Jamie John Butler2018Bachelor of Business in Accounting and Finance - Edith Cowan University ~ Diploma of Financial Planning - Kaplan Professional
 Jason David Hales2009Diploma of Financial Services (Financial Planning) - Kaplan
 Jason Douglas Mcarthur2003Bachelor of Commerce - Griffith University ~ Self Managed Super Fund Course - Kaplan
 Jennifer Anne Kitching2008Advanced Diploma of Financial Planning - RG146 Training Australia Pty Ltd ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Fellow Chartered Financial Practitioner - Association of Financial Advisers ~ Risk Management - Tribeca Learning (Aust) Pty Limited ~ Superannuation & Retirement Planning - Kaplan Education Pty Limited
 Jesse David Catherall2018Bachelor of Commerce (Economics and Finance) - Curtin University of Technology ~ Master of Applied Finance - Monash University ~ Tier 1 Life Insurance - Personal Advice - Kaplan Professional
 Jessica Stephanie Orrico2018Bachelor of Business - Royal Melbourne Institute of Technology ~ Master of Financial Planning - Griffith University
 Jessica Therese Peel2011Diploma of Financial Services (Financial Planning) - Kaplan
 John Gordon Cameron2003ASX Securities - Finsia ~ Bachelor of Economics - Monash University ~ Certified Financial Planner - FPA ~ Chartered Accountant - Institute of Chartered Accountants ~ Graduate Diploma in Applied Finance and Investment - KAPLAN
 John James Livas1988ASX Securities - Savings Factory ~ Foundation Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan
 Jonathon Martino2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Applied Finance - University of South Australia ~ Diploma of Financial Planning - Kaplan Professional
 Jonathon Pugliese2017Diploma of Financial Planning - Kaplan Professional
 Jordan David Meade2014Diploma of Financial Planning - Kaplan
 Josiah Yiu-fai LI2013Accredited Listed Products Adviser Program - Kaplan Professional ~ Bachelor of Business Administration - York University (Canada) ~ Diploma of Financial Planning - FPA Australia ~ Ethics and Professionalism in Financial Advice Course - Kaplan Higher Education ~ Self Managed Superannuation Funds & Margin Lending and Geared Investments Courses - Kaplan Professional
 Justin Kim Butler1991ASX Securities - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tower
 Keith Barry Parish2001ASX Securities - Kaplan ~ Aged Care Specialist - Aged Care Steps ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca
 Kelly Jane Ashley2005Diploma of Financial Planning (8 Units) - Deakin
 Kevin John Dean2001ASX Securities - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Margin Lending - Kaplan
 Kylie Grotheer2016Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Accounting - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional
 Kylie Maley2009Accounting Certificate - Tafe NSW ~ Diploma of Financial Planning - Kaplan ~ Margin Lending - Kaplan ~ Taxation Planning - Kaplan Professional
 Loucas Kyriacou2018Bachelor of Commerce (Accounting and Finance) - Swinburne University of Technology ~ Diploma of Financial Planning - Kaplan Professional
 Lynette Norma Meiklejohn1985Certified Financial Planner - FPA ~ Diploma of Financial planning - FPA ~ MIAA Initial Compliance Pack 2005 - MIAA ~ Self Managed Super Fund Course - Australian Executor Trustee ~ Specialist in Professional Financial Planning - CPA
 Marcello John Blasi1990ASX Securities - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tower
 Mark Hedley Videon1978Generic Financial Planning - FPA ~ Managed Investments - FPA ~ Risk Management - FPA ~ Superannuation and Retirement Planning - FPA
 Martin Francis Haley1999Generic Financial Planning - Integratec ~ Managed Investments - Integratec ~ Risk Management - Integratec ~ Securities - Integratec ~ Superannuation and Retirement Planning - Integratec
 Mary Ann Lee1989ASX Securities - Kaplan ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC ~ Margin Lending - Kaplan ~ Risk Management - Accredited ~ Self Managed Super Fund Course - Tower Trust
 Matthew James Long2005Advanced Diploma of Financial Services (Financial Planning) - MLC Limited ~ Bachelor of Commerce - Griffith University ~ Diploma of Financial Services (Financial Planning) - MLC Limited ~ Margin Lending - Kaplan Professional
 Matthew John Lee1997Generic Financial Planning - Integratec ~ Managed Investments - Integratec ~ Risk Management - Integratec ~ Superannuation and Retirement Planning - Integratec
 Melville William James2001Bachelor of Business - University of Technology Sydney ~ Margin Lending - Kaplan ~ Master of Taxation - University of New South Wales ~ Securities - FPA ~ Self Managed Super Fund Course - Australian Executor Trustee
 Michael Anthony Goodwin1982Certificate IV in Financial Services (Finance/Mortgage Broking) - AAMC ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Securities - FPA ~ Self Managed Super Fund Course - securitor
 Michael Robert Gallagher1999Diploma of Financial Planning - DFP 1 - 7 - Financial Planning Association (FPA)
 Minesh Kumar Lad2008Diploma of Financial Services (Financial Planning) - Finsai ~ Diploma of Financial Services (Financial Planning) - Mentor
 Murray Raymond Nicol2004Accredited Listed Product Adviser - Kaplan ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia Ltd ~ Diploma of Financial Advising - Securities Institute ~ Graduate Diploma of Applied Finance and Investment - Finsia ~ SMSF Specialist Advisor (SSA) accreditation program - SMSF Association
 Nathan Bradley Greene2008ASX Securities Exemption - Professional Investment Services ~ Advanced Diploma of Financial Services (FP) - KAPLAN ~ Bachelor of Business - Edith Cowan University ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan
 Neil Raymond Tidbury2005Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Archer College ~ Bachelor of Business - Central Queensland University ~ Masters of Accounting - Central Queensland University ~ Self Managed Super Fund Course - SPAA
 Patrick John Kelly2003Bachelor of Commerce - University Of Queensland ~ Bachelor of Economics - University of Queensland ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Self Managed Super Fund Course - Australian Executor Trustees
 Paul Bevan Schimke1997Generic Financial Planning - Integratec ~ Managed Investments - Integratec ~ Risk Management - Integratec ~ Self Managed Super Fund Course - Tribeca ~ Superannuation and Retirement Planning - Integratec
 Paul Daniel Harris2003ASX Securities - Kaplan ~ Managed Investments - FP Proper Authority Course 2001 ~ Margin Lending - Kaplan ~ Risk Management - Kaplan ~ Superannuation and Retirement Planning - FP Proper Authority Course 2001
 Paul David Brown1998ASX Securities - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca
 Paul Leslie Burton1998ASX Securities - Kaplan ~ Bachelor of Commerce - The University of New South Wales ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan
 Paul Thomas Finlay1988Diploma of Financial Services (Financial Planning) - PS146 Training Australia & Mentor Education Pty Ltd ~ Margin Lending - Kaplan ~ Securities - PS146 Training Australia ~ Self Managed Superannuation Funds - Kaplan Professional
 Peter Robert Kelly2001Diploma of Financial Planning - Deakin University ~ Graduate Certificate in Management - QUT ~ SMSF Specialist Adviser - SMSF Professional Association ~ Self Managed Super Fund Course - Tower
 Peter William Driver2006Managed Investments - FINSIA ~ Margin Lending - Kaplan ~ Risk Management - Kaplan ~ Self Managed Super Fund Course - Kaplan ~ Superannuation and Retirement Planning - FINSIA
 Rae Louise Jacka2018Advanced Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Richard Alexander Norton1986Bachelor of Economics - University of Tasmania ~ Certified Financial Planner - FPA ~ Fellow of CPA Australia - CPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tower
 Richard Andrew Westcott2010Bachelor of Commerce - JAMES COOK UNIVERSITY OF NORTH QUEENSLAND ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending - kaplan ~ Self Managed Super Fund Course - Terra Cordis
 Robert Anthony O'donnell2001ASX Securities - Kaplan ~ Bachelor of Commerce - University of North Queensland ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca
 Robert Sedly Koschel1998ASX Securities - Kaplan ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - AAMC ~ Foundation Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca
 Robert Wesley Bradfield2006Advanced Diploma in Business (Accounting) - Gold Coast Institute of TAFE ~ Bachelor of Commerce - University of Southern Queensland ~ Diploma of Business - Gold Coast Institute of TAFE ~ Margin Lending - Kaplan
 Robin Bruce Mckenzie1974ASX Securities - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan
 Robyn Joy Pearson2004ASX Securities - Kaplan ~ Bachelor of Business (Accounting) - South Australia College of Advanced Education ~ CFP Certification Program - FPA ~ Graduate Diploma in Accountancy - University of South Australia ~ Master of Business Administration - University of Adelaide
 Rodney Joseph Crouch2000ASX Securities - Kaplan ~ Advanced Diploma of Financial Services (FP) - Kaplan ~ Diploma in Accounting - CIT ~ Margin Lending - Pinnacle ~ Self Managed Super Fund Course - Australian Executor Trustees
 Ross Alexander Maclean1996Bachelor of Commerce - James Cook University of Queensland ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Terra Cordis
 Ross Elliott Brown2003ASX Securities - Kaplan ~ Bachelor of Marketing and Media - Murdoch University ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Finsia ~ Self Managed Super Fund Course - Tribeca
 Ross Maxwell Wolstencroft1999Certificate IV in Financial Services (Finance/Mortgage Broking) - AAMC ~ Margin Lending - kaplan ~ Risk Management - Integratec ~ Self Managed Super Fund Course - Tribeca ~ Superannuation and Retirement Planning - Integratec
 Ryan Ferguson Macdonald2005Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business - Edith Cowan University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Shane Anthony Jones1997Bachelor of Business (Finance/Economics) - Charles Sturt University ~ Investment Planning 1 - The Australian Institute of Financial Studies ~ Risk Management & Insurance Planning - FPA ~ Wealth Creation and Retirement Planning - FPA
 Shane Pestonji2017Bachelor of Commerce - Marketing - Macquarie University ~ Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Shaylee Maree Crisp2017Bachelor of Business - James Cook University ~ Diploma of Financial Planning - Kaplan Professional
 Shayne Bernard Pye2009ASX Securities - Kaplan ~ Bachelor of Commerce - Murdoch University ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan
 Shelly Suninder Singh Felagai2014Advanced Diploma Financial Planning - AAMC Training Group ~ Bachelor of Business - Southern Cross University ~ Diploma of Financial Planning - Pinnacle
 Simon Leonard Green1999ASX Securities - Kaplan ~ Bachelor of Accountancy - University of South Australia ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tower
 Steven Harry Pugh1988Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Securities - Kaplan ~ Self Managed Super Fund Course - Integratec
 Steven James Skoglund2003Generic Financial Planning - CA ~ Managed Investments - CA ~ Risk Management - Kaplan ~ Self Managed Super Fund Course - Australian Executor Trustees ~ Superannuation and Retirement Planning - CA
 Steven Mark Marsten2003ASX Securities - Kaplan ~ Margin Lending - Kaplan ~ Risk Management - FPA ~ Self Managed Super Fund Course - Tribeca ~ Superannuation and Retirement Planning - Integratec
 Susan Joy Mcgough2000Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - Unversity of Tasmania ~ Diploma of Financial Planning - FPA Australia ~ Ethics and Professionalism in Financial Advice Course - Kaplan Higher Education
 Tawera Maitai Waru2014ASX Securities - Kaplan ~ Bachelor of Business - Edith Cowan University ~ Managed Investments - Kaplan ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan
 Thomas Joseph Ryan1996Aged Care Specialist - Aged Care Specialists ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Higher Education ~ Masters of Applied Finance - Charles Sturt University ~ Self Managed Super Fund Course - Tribeca
 Toni Zafirovski2009Bachelor of Economics - University of Western Sydney ~ Bachelor of Economics - University of Western Sydney ~ Bachelor of Economics - University of Western Sydney ~ Bachelor of Economics - University of Western Sydney ~ Diploma of Financial Services (FP) - Mentor PS146 Training Australia ~ Diploma of Financial Services (FP) - Mentor PS146 Training Australia ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia
 Travis Hinchy2013Generic Financial Planning - Kaplan ~ Managed Investments - Kaplan ~ Margin Lending - Kaplan ~ Risk Management - Kaplan ~ Superannuation and Retirement Planning - Kaplan
 Vinoshanth Waran2011Accredited Listed Product Adviser Program - Kaplan ~ Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Economics (Banking & Finance) - University of Western Sydney ~ Bachelor of Economics (Banking & Finance) - University of Western Sydney ~ Diploma of Financial Services - ASIC ~ Diploma of Financial Services - ASIC ~ Margin Lending - Kaplan ~ Margin Lending - Kaplan
 Wesley Brian Howell2001Generic Financial Planning - FPA ~ Managed Investments - FPA ~ Margin Lending - Kaplan ~ Risk Management - FPA ~ Superannuation and Retirement Planning - FPA
 Yianni Ioanis Tsimopoulos2008Diploma of Financial Planning - Archer College ~ Self Managed Super Fund Course - kaplan