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.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Alex KA IP Wong | 2017 | Advanced Diploma of Accounting - Tafe NSW ~ Bachelor of Commerce (Accounting) - Curtin University of Technology ~ Diploma of Financial Planning - Integrity Education Group ~ Master of Business in Accounting and Finance - University of Technology Sydney ~ Self Managed Superannuation Funds - Future Education Professionals |
| Allen David Hart | 1985 | Certificate of Advanced Investment Planning - FPA ~ Certificate of Estate Planning - FPA ~ Certificate of Taxation Planning - FPA ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA |
| Amir Rodnia | 2023 | Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute ~ Master of Financial Planning - Kaplan Higher Education ~ SMSF Specialist Accreditation Program - SMSF Association |
| Andrew James Buhk | 1999 | ASX 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 James Graham | 2018 | Bachelor of Arts (Criminal Justice Studies) - Victoria University ~ Cert IV in Finance and Mortgage Broking - Mentor Education ~ Diploma of Financial Planning - Mentor Education |
| Andrew John Mills | 2001 | ASX 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 Williams | 2008 | ASX Securities - Kaplan ~ Advanced Diploma of Financial Planning - Pinnacle ~ Diploma of Financial Planning - Pinnacle ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan |
| Anthony David Regan | 1986 | Certificate 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 |
| Benjamen James Smith | 1996 | Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ SMSF - Kaplan Professional |
| Benjamin Aston Harding | 2004 | ASX Securities - Kaplan ~ Bac Business (Accounting) - CQU ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan |
| Benjamin Hamish Jessop | 1994 | ASX 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-nellor | 2006 | ASX 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 Latham | 1998 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Tax for Financial Advising Course - Kaplan Professional |
| Benjamin Thomas Audet | 2009 | ASX Accredited Listed Products Adviser Program - Kaplan Professional ~ Bachelor of Business (Accounting) - Charles Sturt University ~ Diploma of Financial Services (Financial Planning) - Investment Banking Institute ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Margin Lending and Geared Investments & SMSF Courses - Kaplan Professional |
| Beverley Leeanne Ferris | 2002 | Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca |
| Bruce Duncan Fitzpatrick | 1999 | ASX 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 Stone | 2004 | 4 subjects in Graduate Diploma of Financial Planning (FPC001B, FPC002B, FPC007B & FPC003) - Kaplan Higher Education ~ ASX Accredited Listed Product Adviser Program (2008) and Margin Lending and Geared Investments Cours - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - FPA Australia ~ Certified Financial Planner Education Program - FPA Australia ~ Self Managed Superannuation Funds Course - Tribeca Learning |
| Cameron Charles Russell | 1997 | Bachelor 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 James | 2012 | ASX 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 Macdonald | 1980 | ASX Securities - Kaplan ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan |
| Christopher Terence Harris | 2002 | Generic Financial Planning - Securities Institute ~ Managed Investments - Securities Institute ~ Superannuation and Retirement Planning - Securities Institute |
| Craig Stuart Peterson | 1997 | Bachelor 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 |
| Darren James Morris | 2007 | Advanced 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 Webb | 2005 | ASX 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 Hughes | 1998 | ASX 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 |
| Deborah Carol Mcwilliam | 1999 | Accredited 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 Rajasingam | 1996 | Bachelor of Business - University Of Southern Qld ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Securities - LPAC ~ Self Managed Super Fund Course - Kaplan |
| Frank Tsirigotis | 1992 | ASX 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 Matthews | 1986 | ASX 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 Mcintyre | 1999 | Advanced 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 Pascoe | 2005 | Generic Financial Planning - Tribeca ~ Managed Investments - Tribeca ~ Margin Lending - Kaplan ~ Risk Management - Orion - T ~ Superannuation and Retirement Planning - Orion |
| Hany Roshdy Salib | 2006 | Generic Financial Planning - Tribeca ~ Managed Investments - Tribeca ~ Margin Lending - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional ~ Superannuation and Retirement Planning - Tribeca |
| Ian William Walker | 1998 | Bachelor 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 Ford | 1981 | Managed Investments - Accredited ~ Margin Lending - Kaplan ~ Risk Management - Accredited ~ Self Managed Super Fund Course - Integratec ~ Superannuation and Retirement Planning - Integratec |
| James Ian Macbeth Cavanough | 2005 | Bachelor 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 |
| Jamie John Butler | 2018 | Bachelor of Business in Accounting and Finance - Edith Cowan University ~ Diploma of Financial Planning - Kaplan Professional |
| Jane Cathrine Russell | 2006 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Aged Care Accreditation Program - Aged Care Steps ~ Aged Care Accreditation Program - Aged Care Steps ~ Aged Care Accreditation Program - Aged Care Steps ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Graduate Diploma of Financial Planning - Kaplan Higher Education |
| Jennifer Anne Kitching | 2008 | Advanced 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 Catherall | 2018 | Bachelor of Commerce (Economics and Finance) - Curtin University of Technology ~ Master of Applied Finance - Monash University ~ Tier 1 Life Insurance - Personal Advice - Kaplan Professional |
| Jessica Therese Peel | 2011 | Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Kaplan Higher Education - Graduate Diploma of Financial Planning |
| Joe Sundram | 2016 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Economics - University of Tasmania ~ Diploma of Financial Planning (DFP1-3) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice Course (FPC002B) - Kaplan Higher Education ~ Securities and Managed Investments Course (DFP4) - Kaplan Professional |
| John Gordon Cameron | 2003 | ASX 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 Livas | 1988 | ASX Listed Products Accreditation Course - ASX and Savings Factory ~ Ethics and Professionalism in Financial Advice - Kaplan Higher Education ~ Fellow Chartered Financial Practitioner Program - AFA Australia ~ Graduate Diploma in Financial Planning - University of the Sunshine Coast ~ Margin Lending and Geared Investments - Kaplan Professional |
| Josiah Yiu-fai LI | 2013 | Accredited 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 |
| Keith Barry Parish | 2001 | ASX Securities - Kaplan ~ Aged Care Specialist - Aged Care Steps ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca |
| Kelly Jane Ashley | 2005 | Diploma of Financial Planning (8 Units) - Deakin |
| Loucas Kyriacou | 2018 | Bachelor of Commerce (Accounting and Finance) - Swinburne University of Technology ~ Diploma of Financial Planning - Kaplan Professional |
| Marcello John Blasi | 1990 | ASX Securities - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tower |
| Mary Ann Lee | 1989 | ASX 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 Long | 2005 | Advanced 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 Lee | 1997 | Generic Financial Planning - Integratec ~ Managed Investments - Integratec ~ Risk Management - Integratec ~ Superannuation and Retirement Planning - Integratec |
| Melissa Miller | 2016 | ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Commercial Law, Tax for Financial Advising Gap & TASA and TPB Code Courses - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Higher Education |
| Michael Robert Gallagher | 1999 | Diploma of Financial Planning - DFP 1 - 7 - Financial Planning Association (FPA) |
| Michael Sigaras | 2003 | AU Inhouse Securities Assessment - AUPFS ~ Bachelor of Commerce - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan (formerly Securities Institute Australia) |
| Minesh Kumar Lad | 2008 | Diploma of Financial Services (Financial Planning) - Finsai ~ Diploma of Financial Services (Financial Planning) - Mentor |
| Natasha Maree Johnson | 2013 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Financial Planning - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments Course - Kaplan Professional ~ Master of Financial Planning - Kaplan Higher Education |
| Nathan Bradley Greene | 2008 | ASX Securities Exemption - Professional Investment Services ~ ASX Securities Exemption - Professional Investment Services ~ Advanced Diploma of Financial Services (FP) - KAPLAN ~ Advanced Diploma of Financial Services (FP) - KAPLAN ~ Bachelor of Business - Edith Cowan University ~ Bachelor of Business - Edith Cowan University ~ Margin Lending - Kaplan ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan ~ Self Managed Super Fund Course - Kaplan |
| Neil Raymond Tidbury | 2005 | Accredited 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 Kelly | 2003 | Bachelor 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 Schimke | 1997 | Generic Financial Planning - Integratec ~ Managed Investments - Integratec ~ Risk Management - Integratec ~ Self Managed Super Fund Course - Tribeca ~ Superannuation and Retirement Planning - Integratec |
| Paul Daniel Harris | 2003 | ASX 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 Brown | 1998 | ASX Securities - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca |
| Paul Leslie Burton | 1998 | ASX Securities - Kaplan ~ Bachelor of Commerce - The University of New South Wales ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan |
| Richard Andrew Westcott | 2010 | Bachelor 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'donnell | 2001 | ASX Securities - Kaplan ~ Bachelor of Commerce - University of North Queensland ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca |
| Robert Wesley Bradfield | 2006 | Advanced 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 |
| Rodney Joseph Crouch | 2000 | ASX 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 Elliott Brown | 2003 | ASX 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 |
| Roxanne Coco | 2015 | Bachelor of Commerce - Bond University ~ Graduate Diploma of Financial Planning - Kaplan Higher Education |
| Ryan Ferguson Macdonald | 2005 | Accredited 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 Jones | 1997 | Bachelor of Business (Finance/Economics) - Charles Sturt University ~ Diploma of Financial Planning (8 Units) - FPA Australia ~ Ethics and Professionalism in Financial Advice Course - Kaplan Higher Education |
| Shane Pestonji | 2017 | Bachelor of Commerce - Marketing - Macquarie University ~ Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Shayne Bernard Pye | 2009 | ASX Securities - Kaplan ~ Bachelor of Commerce - Murdoch University ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan |
| Shelly Suninder Singh Felagai | 2014 | Advanced Diploma Financial Planning - AAMC Training Group ~ Bachelor of Business - Southern Cross University ~ Diploma of Financial Planning - Pinnacle |
| Simon Leonard Green | 1999 | ASX Securities - Kaplan ~ Bachelor of Accountancy - University of South Australia ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tower |
| Stephen Cameron | 2003 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Integratec (Aust) Pty Limited ~ Margin Lending and Geared Investments - Kaplan Education Pty Limited |
| Steven Harry Pugh | 1988 | Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Securities - Kaplan ~ Self Managed Super Fund Course - Integratec |
| Steven James Skoglund | 2003 | Generic Financial Planning - CA ~ Managed Investments - CA ~ Risk Management - Kaplan ~ Self Managed Super Fund Course - Australian Executor Trustees ~ Superannuation and Retirement Planning - CA |
| Susan Joy Mcgough | 2000 | Advanced 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 Waru | 2014 | ASX Securities - Kaplan ~ Bachelor of Business - Edith Cowan University ~ Managed Investments - Kaplan ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan |
| Thomas James Darby | 2017 | BACHELOR OF COMMERCE - CURTAIN UNIVERSITY ~ Bachelor of Commerce (Finance) - Curtin University of Technology ~ Commercial Law Course - Kaplan Professional ~ GRAD CERT IN FP - GRIFFITH UNIVERSITY ~ Graduate Certificate in Financial Planning - Griffith University ~ Self Managed Superannuation Fund Adviser (Personal Advice) Course - Mentor Education |
| Thomas Joseph Ryan | 1996 | Aged 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 Zafirovski | 2009 | Bachelor 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 ~ 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 (FP) - Mentor PS146 Training Australia ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia |
| Travis Hinchy | 2013 | Generic Financial Planning - Kaplan ~ Managed Investments - Kaplan ~ Margin Lending - Kaplan ~ Risk Management - Kaplan ~ Superannuation and Retirement Planning - Kaplan |
| Vasilios Tom Antoniou | 2005 | Advanced Diploma of Accounting - TAFE SA ~ Advanced Diploma of Accounting - TAFE SA ~ Certificate III in Financial Services - TAFE SA ~ Certificate III in Financial Services - TAFE SA ~ Certificate IV in Finance and Mortgage Broking - AAMC Training Group ~ Certificate IV in Finance and Mortgage Broking - AAMC Training Group ~ Certificate IV in Financial Services - TAFE SA ~ Certificate IV in Financial Services - TAFE SA ~ Graduate Diploma in Financial Planning - Finsia ~ Graduate Diploma in Financial Planning - Finsia |
| Yianni Ioanis Tsimopoulos | 2008 | Diploma of Financial Planning - Archer College ~ Self Managed Super Fund Course - kaplan |