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;
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:
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;
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;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Aaron James Hodges | 2003 | ALPA and SMSF - Kaplan ~ Certified Financial Planner - FPA ~ DFP 1-8 - Deakin FPA ~ Risk Management - Integratec ~ Superannuation and Retirement Planning - Integratec |
| Aayush Sharma | 0 | Bachelor of Accounting (Financial Planning) - Western Sydney University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Adam Jeffery Mcmahon | 1998 | Bachelor of Economics - Macquarie University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University ~ SMSF - Kaplan |
| Adele Jean Martin | 2005 | Bachelor of Commerce - University of Newcastle ~ Bachelor of Commerce - University of Newcastle ~ CFP - FPA ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Adil Roshanali Valani | 2014 | Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Aleksandar Dimevski | 2012 | Bachelor of Commerce (Financial Planning & Finance) - University of Wollongong ~ TASA & TPB Code of Professional Conduct - Kaplan Professional |
| Alex Holmes | 2022 | Bachelor of Commerce (Financial Planning) - USC Australia ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Alysia Jane Laird | 2005 | Bachelor of Commerce - Australian National University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Andrew Fujio Greig | 2003 | Bachelor Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ Certified Financial Planner - FPA ~ Diploma Financial Services (Finance/Mortgage Broking Management) - Intellitrain ~ Margin Lending & Geared Investments and ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan ~ SMSF - Investment Banking Institute |
| Andrew Geoffrey Oakes | 2002 | Bachelor of Commerce - Financial Planning and Investments - Griffith University ~ Self Managed Superannuation Funds - Kaplan Professional |
| Andrew Martin Ghea | 1995 | Diploma of Financial Planning (DFP1-DFP8) - FPA ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Tribeca |
| Andrew Paul Hunter | 2018 | Graduate Diploma of Financial Planning - Kaplan |
| Anthony Blake Dyer | 2023 | Bachelor of Business (Finance) - Charles Sturt University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Stockbrokers and Financial Advisers Professional Program - Stockbrokers and Financial Advisers Association |
| Anthony Psarakis | 2008 | Bachelor of Commerce - University of Wollongong ~ Diploma of Financial Planning - Deakin University ~ Self Managed Super Funds - Kaplan Professional |
| Astrid Katharina Lynch | 2011 | Bachelor of Applied Finance - University of South Australia ~ Bachelor of Commerce - University of South Australia ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Chartered Accounting - The Institute of Chartered Accountants in Australia ~ Self Managed Superannuation Funds - Kaplan Professional |
| Benjamin Anthony Maher | 2023 | Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Bill Merambeliotis | 1994 | Bachelor of Business (Accounting & Life Insurance) - Deakin University ~ Certified Financial Planner - FPA ~ Certified Practising Accountant - CPA Australia ~ Executive Education Program - Columbia University ~ Executive Education Program - University of Cambridge |
| Blake Alexander Wendt | 2018 | Accredited Listed Product Adviser Program - Kaplan Professional ~ 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 Professional |
| Bradley Rogers | 2005 | Bachelor of Commerce - Monash University ~ Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Brendan Craig Bartlett | 2004 | Bachelor of Commerce - University of Tasmania ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Financial Services Institute of Australasia (FINSIA) ~ Margin Lending and Geared Investments and SMSF - Kaplan |
| Brett Matthew Kretchmer | 2006 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business Degree - University of Technology Sydney ~ CFP - FPA ~ Diploma in Financial Services - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professsional |
| Brett Patrick Martin | 2007 | Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional Education ~ Graduate Diploma in Applied Finance & Investment - Securities Institute of Australia ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Brett Puxty | 2003 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca |
| Brett William Schatto | 2001 | Bachelor of Commerce(Corporate Finance) - The University of Adelaide ~ Diploma of Financial Planning 1-4 - FPA ~ Graduate Diploma in Global Wealth Management - The University of Adelaide Business School ~ Introduction to Financial Planning - FPA |
| Carmellina Josephine Pisani | 2023 | Bachelor of Commerce (Financial Planning) - Deakin University |
| Christopher George Walker | 2017 | Bachelor of Commerce Liberal Studies (majoring in Finance, Economics and Psychology) - The University of Sydney ~ Commercial Law - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Securities & Managed Investments - Kaplan Professional ~ Tax for Financial Advising - Kaplan Professional |
| Christopher James Neal | 2002 | Bachelor of Business (Marketing) - University of Newcastle ~ Bachelor of Economics (Money, Banking, Trade and Finance) - University of Newcastle ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University ~ Margin Lending ang Geared Investments - Kaplan |
| Colin John Ward | 2002 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Business (Accounting & Finance) - University of Technology Sydney ~ Certificate IV in Financial Services (Finance/Mortgage broking) - Traineeship Management Australia ~ Certified Financial Planner - Financial Planning Association of Australia |
| Concettino Peter Auditore | 2001 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan |
| Craig Allan Volk | 2008 | ALPA - Kaplan ~ Advanced Diploma Financial Services - Financial PLanning - Kaplan ~ Diploma Financial Services - Financial PLanning - Kaplan ~ Diploma of Financial Services Financial Planning - Tribeca ~ Graduate Diploma of Business Administration - Swinburne University of Technology |
| Craig James Mcpherson | 2014 | Advanced Diploma of Financial Planning - FPA ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Foundation DFP - Deakin University ~ Self Managed Super Funds - Kaplan |
| Daniel Aaron Mclean | 2024 | Bachelor of Business (Financial Planning) - La Trobe University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Daniel Brown | 2001 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Introduction to Financial Planning (DFP1) - FPA ~ Investment Planning 1 - Tribeca ~ Risk Management for Financial Planning Professionals - Integratec ~ Superannuation and Retirement Planning - Tribeca |
| Daniel Hulme | 2009 | Advanced Diploma Of Financial Services ( Financial Planning ) - Mentor Education ~ Bachelor of Business - Queensland Univeristy of Technology ~ Diploma Of Financial Services ( Financial Planning ) - Mentor Education ~ Self Managed Superannuation Funds - Kaplan |
| Daniel Paul Fogden | 2016 | Bachelor of Commerce (Financial Planning) - University of Wollongong ~ Bachelor of Laws - University of Wollongong ~ CFP Certification Program - Financial Planning Association of Australia ~ Graduate Diploma of Legal Practice - College of Law |
| Darren Domenic La-spina | 2014 | Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Darren Van DE Moosdyk | 2009 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma Financial Service (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Major in Finance) - University of Wollongong ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Self Managed Superannuation Funds - Kaplan Professional |
| David Charles Findlay | 2018 | Bachelor of Commerce (Finance) - University of Southern Queensland ~ Diploma of Financial Planning - Kaplan Professional ~ Securities and Managed Investments - Kaplan Professional ~ Tax for Financial Advising - Kaplan Professional |
| David John Martin | 1997 | DFP8 Financial Plan Construction and Review - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia |
| David John Slovinec | 2008 | Bachelor of Business (Marketing) - Edith Cowan University ~ Diploma of Financial Planning - Kaplan Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending - Kaplan |
| David Mclean | 2011 | Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Bachelor of Commerce - Deakin University |
| David Stafford Smith | 2002 | ALPA - Kaplan ~ Advanced Diploma of Financial Services Financial Planning - AMP with NSW vocational Education and Training Accreditation board ~ Diploma of Financial Services Financial Planning - - AMP with NSW vocational Education and Training Accreditation board ~ Margin Lending and Geared Investments - Kaplan ~ SMSF Specialist Adviser - SMSFA |
| Derek John Seare | 2007 | Accredited Aged Care Professional - Aged Care Steps Pty Ltd ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ CFP - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Diego Sebastian Gonzalez | 2004 | Bachelor of Business - University of Technology Sydney ~ Certified Financial Planner - FPA ~ DFP8 Financial Plan Construction and Review - FPA |
| Dyanne Prinsen | 2008 | Chartered Life Practitioner (ChLP) - AFA ~ Diploma of Financial Services (Financial Planning) - Mentor ~ Graduate Diploma of Financial Planning - Kaplan |
| Elizabeth Anne Anderson | 2015 | Advanced Diploma of Accounting - Open College of Accounting and Finance ~ Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce (Business Law) - Curtin University ~ Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - Kaplan |
| Elliot Lionel Watson | 2007 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Economics - University of Newcastle ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Financial Services Training Package - Self Managed Superannuation Funds - Terra Cordis |
| Emma Arthur | 2005 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Business - La Trobe University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Emma Casasola | 2013 | Accredited Listed Product Adviser Program - Kaplan ~ Certificate 3 Financial Services (Accounts Clerical) - TAFE ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
| Faizul Costa | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business Management (Business Economics) - The University of Queensland ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Fernando Duran | 2007 | Advanced Diploma of Financial Services (Financial Planning) - MLC Advice Education ~ Bachelor of Commerce (Financial Planning) - Deakin University ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Commerce - Melbourne Institute of Business & Technology ~ Diploma of Financial Services (Financial Planning) - AMP Financial Planning |
| Francis James Coggan | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Accountancy) - Queensland University of Technology ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Frank Cassells | 2009 | Bachelor of Commerce - James Cook University ~ Chartered Accountant Program - Institute of Chartered Accountants Australia |
| Gavin Branford | 2003 | Diploma of Financial Planning - Financial Planning Association ~ RG146 Margin Lending - MLC ThreeSixty |
| Genevieve Louise DE Szoeke | 2005 | ALPA - Kaplan ~ Advanced Diploma of Financial Services Financial Planning - Kaplan ~ Diploma of Financial Services (FP) - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ SMSF - Kaplan |
| Gerard Patrick Homan | 2007 | Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Industrial Design - University of Canberra ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Ghenwa Alaeddine | 2011 | Bachelor of Banking and International Finance - Flinders University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Investment Planning 1 - Kaplan Education Pty Ltd ~ Risk Management - Kaplan Education Pty Ltd ~ Superannuation & Retirement Planning - Kaplan Education Pty Ltd |
| Gilbert Gordon | 2004 | Accredited Estate Planning Specialist (AEPS) - Financial Planning Association of Australia ~ Bachelor of Mathematics with Computer Science and Bachelor of Engineering - The University of Newcastle ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan |
| Grant Darren Lange | 1990 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University ~ Fellow SMSF Association Specialist Advisor - Self Managed Super Fund Association ~ Margin Lending and Geared Investments - Kaplan Professional |
| Gregory Phillip Hile | 1999 | Advanced Certificate in Commerce - TAFE ~ Diploma of Financial Services Financial Planning - Tribeca ~ Investment Planning 1 (Diploma of Financial Services (Financial Planning) - Tribeca ~ Self Managed Super Funds - Tribeca |
| Hannah Mary Downes | 2023 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce - University of Newcastle |
| Haralambos (harry) Flaskas | 2005 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Helen Louise Arthur | 2009 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Fellow Chartered Financial Practitioner (FChFP) - Mentor ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Herbert Dugdale | 2002 | ALPA - Kaplan ~ Bachelor of Engineering in Civil Engineering - University of SA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ SMSF - Kaplan |
| Howard Roland Hughes | 1997 | Bachelor of Business - Griffith University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - FPA ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Ian Paul Clark | 2022 | Bachelor of Commerce - The University of Newcastle ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Jacob Michael LO Cascio | 2015 | Bachelor of Commerce - The University of Newcastle Australia ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Kaplan Professional |
| Jacob Siddle | 2004 | Diploma of Financial Planning - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Adivce - Kaplan Professional |
| James Bonamy | 2001 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce (Finance & Economics) - University of Wollongong ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) |
| James David Marsh | 2011 | Advanced Diploma Financial Services - Mentor education ~ Diploma Financial Services - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Fellow Chartered Financial Practitioner - AFA |
| James Ross Falconer | 2006 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner (CFP) - FPA ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional |
| Janeen Pamela Sharp | 1999 | Certified Financial Planner - FPA ~ Diploma of FInancial Planning - Deakin University ~ Margin Lending and Geared Invesments - Kaplan ~ SMSF - Kaplan |
| Janelle Gay Kirk | 1995 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Certified Financial Planner - Financial Planning Associatoin ~ Diploma of Financial Planning - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - University of the Sunshine Coast |
| Jared Charles Nicholas | 2023 | Bachelor of Business (Financial Planning) - University of South Australia ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Jarrad Murphy | 2002 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Economics - Flinders University ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Funds - FINSIA |
| Jeffrey William English | 1998 | ALPA - Kaplan ~ Bachelor of Commerce - USQ ~ CPA - CPA ~ Certified Financial Planner - Financial Planning Association of Australia ~ Margin Lending Geared Investments - Kaplan |
| John Gregoire | 2001 | Bachelor of Commerce - Macquarie University ~ Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Jolie Margaret Boyce | 2018 | Diploma of Financial Planning 1-8 - FPA ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Jonathan Schafer | 2009 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce/Bachelor of Economics - University of New Castle ~ Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Jonathan Scott Muchmore | 2005 | Advanced Diploma of Financial Services (Financial Planning) - Finsia ~ Diploma of Financial Services (Financial Planning) - Securities Institute ~ Self Managed Super Funds - Kaplan |
| Joncarl LA Rosa | 2018 | Bachelor of Commerce (Economics and Finance) - The University of Western Sydney ~ Commercial Law - Kaplan Professional ~ Diploma of Financial Planning 1-8 - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Tax for Financial Advising - Kaplan Professional |
| Jose Eli Hernandez | 2009 | Advanced Diploma of Financial Services - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Financial Planning - Kaplan Professional |
| Joseph Ayrout | 2015 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Business Law - Macquarie University ~ Diploma of Financial Markets - Securities Institute ~ Tax for Financial Advising - Kaplan Professional |
| Kate Emily Gleeson | 0 | Bachelor of Commerce (Accounting & Financial Planning) - Deakin University ~ Ethic and Professionalism in Financial Advice - Kaplan Professional |
| Kathryn Anne Paget | 1994 | ALPA - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ SMSF - Terra Cordis |
| Kay Elizabeth Murray | 2008 | Diploma of Financial Planning - Financial Planning Association ~ Diploma of Financial Planning - KAPLAN |
| Kenneth John Wicks | 1997 | ALPA - Kaplan ~ Bachelor of Business (Accountancy) - Queensland Univeristy of Technology ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Financial Planning Australia ~ Self Managed Super Fund accreditation - Kaplan |
| Kent George Thomas | 2004 | Bachelor of Business (Accountancy) - Queensland University of Technology ~ Certified Financial Planner - FPA ~ Certified Practicing Accountant - CPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance and Investment - Securities Institute of Australia |
| Koreen Govender | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Kostas Mavrikios | 2010 | Bachelor of Business (Financial Management) - La Trobe University ~ Certified Financial Planner - FPA ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Kristy Lee Coulin | 2018 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business - University of Newcastle Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ SMSF Specialist Advisor Course - Now Infinity |
| Kym Anne Coleman | 2022 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Finance - Charles Sturt University |
| Lauren Ellen Nolan | 2018 | Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Life Insurance Stream - Australian and New Zealand Institute of Insurance and Finance ~ Graduate Certificate in Financial Planning - Griffith University |
| Lauren Jane Street | 2018 | Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Louella Jorge | 2001 | Bachelor of Economics - Sydney University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Super Funds - Kaplan |
| Louise Doughty | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Business (Finance) - Swinburne University of Technology ~ Certified Financial Planner - Financial Planning Association |
| Loula Kouzeleas | 1987 | Bachelor of Science - The University of Sydney ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investment - Kaplan Professional ~ SMSF Specialist Adviser - SMSFA |
| Luke Verwey | 2001 | Bachelor of Economics - University of Western Sydney ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University |
| Malcolm Robert Brown | 1988 | Certified Financial Planner (CFP) - FPA ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association ~ Ethics and Professionalism In Financial Advice - Kaplan Professional |
| Marcus Charles Carlson | 2016 | Advanced Diploma of Financial Planning (Financial Services) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Mario Bardella | 2009 | Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Bachelor of Commerce (Economics and Finance) - University of Western Sydney ~ Bachelor of Commerce - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Financial Planning Association |
| Mark Adrian Robinson | 2006 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Science in Economics (Honours) - The University of Hull ~ CFP - FPA ~ Diploma of Financial planning (DFP1 - 8) - Deakin university ~ Master of Business Administration (Executive) - UNSW and Sydney University |
| Mark Allan Gunn | 2018 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce and Bachelor of Economics - Monash University ~ Self Managed Superannuation Funds - Kaplan Professional |
| Mark John Rossi | 1998 | Bachelor of Arts - James Cook University ~ Bachelor of Economics - James Cook University ~ Bachelor of Education - James Cook University ~ Introduction to Financial Planning - FPA |
| Mark John Smith | 1999 | Diploma of Financial Planning - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Matthew Buttsworth | 2006 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business (Accountancy) - Queensland University of Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Matthew Francis Mccarthy | 2001 | Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University ~ Masters of Financial Planning - University of the Sunshine Coast ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education |
| Matthew John Dunstone | 2003 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Education - Ballarat University ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending Accreditation Program - Financial Essentials ~ SMSF Specialist Adviser - SMSFA |
| Matthew Last | 2018 | Bachelor of Commerce (Management) - University of Wollongong ~ Diploma of Financial Planning - Mentor Education ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Matthew Robert Clements | 2018 | Bachelor of Business (Management, Industrial Relations, and Human Resources Management) - The University of Newcastle ~ Bachelor of Commerce (Finance) - The University of Newcastle ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma (ICAA) - The Institute of Chartered Accountants |
| Matthew Simpson-foster | 2013 | Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology (IIT) ~ Diploma of Financial Services (Financial Planning) - Australian Institute of Financial Services and Accounting (AIFA) ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Principles of Margin Lending - International Institute of Technology |
| Matthew William Corry | 2014 | ALPA - Kaplan ~ Bachelor of Business - University of Technology Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Maureen Carmel Bursich | 2004 | Bachelor of Arts - Ballarat University ~ Bachelor of Laws - Victoria University of Technology ~ Diploma of Education - Australian Catholic University ~ Diploma of Financial Advising - Securities Institute of Australia ~ PS 146 Knowledge assessment - Tribeca |
| Megan Maree Mcgrath | 2000 | Certified Financial Planner - FPA ~ Diploma of Financial Planning ( DFP 1-8) - FPA ~ Margin Lending and Geared Investments - Kaplan Professional ~ SMSF Specialist Adviser - SMSFA ~ Self Managed Superannuation Funds - Kaplan Professional |
| Melinda Jayne Harmer | 2018 | Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning (1-6) - Kaplan Professional |
| Melissa Jayne Sinclair | 2007 | Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Meredith Trew | 2002 | Bachelor of International Business - Griffith University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Commercial Law - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Ethics & Professionalism in Financial Advice - Kaplan Professional |
| Michael David Alexander Smith | 2004 | ASX ALPA Program - Kaplan ~ Diploma of Financial Advising - Securities Institute ~ Self Managed Super Funds - Tribeca ~ Tier 1 Margin Lending - Kaplan |
| Michael George Loizou | 1998 | Bachelor of Business - University of Technology Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Financial Planning Specialist - ICAA |
| Michael John Chettle | 2006 | ASX Listed Products Accreditation Course - LPAC Online ~ Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Ethics & Professionalism in Financial Advice - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Michael John Stout | 2003 | Bachelor of Economics - Monash University ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance and Investment - The Securities Institute of Australia ~ SMSF - Kaplan |
| Michael Krivonos | 2006 | ALPA - Kaplan ~ Bachelor of Arts - Monash University ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma of Education and Training - University of Melbourne ~ SMSF - Kaplan |
| Michael LE | 2003 | Bachelor of Business (Applied Finance) - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Diploma of Financial Services - Commonwealth Bank |
| Michael Pelegrino Iacovella | 1996 | Advanced Diploma of Financial services (Financial Planning) - Tribeca ~ Bachelor of Business (Accounting) - Queensland Univeristy of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Applied Finance and Investment - Financial Services Institute of Australasia (FINSIA) ~ Self Managed Superannuation Funds - Kaplan Professional |
| Michael Raymond Frewin | 2009 | ASX Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Economics (2007) & Bachelor of Finance (2008) - University of Adelaide ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma in Global Wealth Management - University of Adelaide ~ Self Managed Superannuation Funds - Kaplan Professional |
| Michael Robert Allen | 1993 | Diploma of Financial Planning - Financial Planning Association of Australia (FPA) |
| Michael Scott Kerr | 1995 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) Pty Ltd ~ Bachelor of Economics - The University of Queensland ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Michael Terrance Keane | 2015 | Bachelor of Commerce (Accounting & Finance) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Mina Greiss | 2010 | Bachelor of Commerce - Deakin University ~ Certified Financial Planner - FPA |
| Murray Andrew Harvey | 2001 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Murray Wynne | 2003 | Diploma of Financial Services (Financial Planning) - Integratec ~ Estate Planning - Mentor Education Group ~ Taxation - Mentor Education Group |
| Natalie Flaskas | 2009 | Bachelor of Commerce (Economics and Financial Planning) - University of Wollongong ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance - University of Wollongong |
| Nathan Lawrence Green | 2009 | Accredited Listed Product Adviser Program (ALPA) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Specialist SMSF Adviser Training Course - SMSF Strategies Pty Ltd |
| Nathan Ross Baker | 2011 | Advanced Diploma - Financial Planning - Kaplan Professional ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Neville John Brunton | 2014 | Advanced Diploma of Financial Planning FNS60410 - Monarch Institute ~ Diploma of Financial Planning - SMSF - Monarch Institute ~ Diploma of Financial Planning FNS50611 - Monarch Institute ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Retirement Planning - The University of New South Wales |
| Nicholas Kupraiou | 2014 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional |
| Nicholas Robert Cowling | 2005 | Advance Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Nicholas Sheather | 2001 | Bachelor of Commerce (major Economics) - Macquarie University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning 1-8 - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF Specialist Adviser - SMSFA |
| Nick Arkoudis | 2009 | Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance (Financial Planning) - Kaplan Professional ~ Insurance Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Nicola Angela Weber | 2006 | Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending & Geared Investments - Kaplan Professional Education ~ Masters of Business Administration - Griffith University ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Patrick John Carberry | 1989 | Certified Financial Planner - FPA ~ DFP 1-8 - FPA ~ Diploma of Accounting - Canberra College of Technical and Further Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Financial Markets - Securities Institute |
| Paul Bursich | 1986 | ALPA - Kaplan ~ Bachelor of Business (Accounting) - Victoria University of Technology ~ Certified Financial Planner - FPA ~ Financial Plan Construction & Review - FPA ~ SMSF - Kaplan |
| Paul John Parsons | 1998 | Diploma of Financial Planning - DFP 1- 6 - FPA and Kaplan |
| Paul Samuel Downes | 1998 | Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Tribeca ~ Tier 1 Compliance Solution - Margin Lending - Kaplan Professional |
| Paul Wayne Farrington | 2000 | Certificate in Applied Self-Managed Super Fund Advice - Australian Executor Trustees ~ Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University |
| Paul William Fogden | 1988 | Bachelor of Commerce (Accounting, Finance & Systems) - The University of New South Wales ~ Bachelor of Commerce - University of New South Wales ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Diploma of Financial Planning - International Association for Financial Planning (Australia) ~ Provide Advice in Financial Planning - Kaplan ~ RG146 Assessment - Kaplan |
| Paul William Guttridge | 2011 | Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional |
| Peter Andrew Ornsby | 2007 | Diploma of Financial Services - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Peter John Foley | 2005 | Advanced Diploma of financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investment - Kaplan Professional ~ SMSF Level 2 Accreditation - IOOF (Internal Only) |
| Peter John Mccormick | 1994 | Diploma of Financial Planning - Financial Planning Association (FPA) |
| Rachna Chandna | 1999 | Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business Administration - Macquarie University ~ Master of Management (Finance) - Macquarie University |
| Ravi Dayaram Moolchandani | 2014 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma in Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Commerce (Professional Accounting) - University of Ballarat ~ Self Managed Super Funds - Kaplan Professional |
| Reinald Paulo Daguio | 2005 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Economics - University of Western Sydney ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Commerce (Financial Planning) - University of Western Sydney ~ Self Managed Superannuation Funds - Kaplan Professional |
| Renay Elizabeth Richardson | 2010 | Advanced Diploma of Financial Services (Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethic and Professionalism in Financial Advice - Kaplan Professional |
| Rex Whitford | 2001 | Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Financial Planning - University of the Sunshine Coast (USC) |
| Riccardo Fina | 2018 | Bachelor of Business (Economics and Finance) - RMIT University |
| Richard John Stone | 2015 | Diploma of Financial Planning (DFP 1-8) - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Fellow, Chartered Financial Practitioner - Asia Pacific Financial Services Association ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Richard Mark Muszynski | 2000 | Certificate in Self Managed Superannuation Funds - Tribeca ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Deakin University |
| Richard Mclean | 1996 | Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Bachelor of Business - Chisholm Institute of Technology ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Richard Rohitesh Pillay | 2011 | Bachelor of Economics - Macquarie University ~ CFP (Certified Financial Planner) - FPA ~ Graduate Diploma in Financial Planning - FINSIA |
| Richard Wakefield | 2003 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Planning - Integratec ~ Policy Statement 146 Knowledge assessment - Integratec |
| Rick Foster | 1994 | Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Introduction to Aged Care - Aged Care Adviser Network ~ Margin Lending Accreditation Program - Financial Essentials |
| Robert Anthony Reid | 2010 | Advanced Diploma of Financial Services (Financial Planning) - MLC Limited ~ Diploma of Financial Services (Financial Planning) - Finsia ~ Master of Financial Planning - Kaplan |
| Robert John DE Lepervanche | 1996 | Bachelor of Agricultural Economics - University of Sydney ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA |
| Robert Kevin Mehew | 2002 | Certified Financial Planner (CFP) - FPA ~ Diploma of Financial Planning 1-8 - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Taxation Planning - Macquarie University Sydney - School of Law |
| Robert Sekulovski | 2000 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca (Kaplan Professional) ~ Diploma of Financial Services (Financial Planning) - Tribeca (Kaplan Professional) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Robert Snell | 1988 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor Of Arts - UNSW ~ Diploma Of Financial Planning - Deakin University ~ Margin Lending and Geared investments - Kaplan Professional ~ SMSF Specialist Adviser - SMSFA |
| Robert Zobouian | 2015 | Bachelor of Commerce - Sydney University ~ Diploma of Financial Planning - Mentor Education |
| Roger Sousa | 2000 | Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning - Tribeca ~ Master of Financial Planning - Kaplan Professional |
| Rohit Banwarilal Maheshawari | 2007 | Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Bachelor of Commerce - Dr. B.R Ambedkar University ~ CFP Certification Program - Financial Planning Association Of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending - Mentor Education |
| Rongze Zhang | 0 | Graduate Diploma of Financial Planning - Kaplan Professional |
| Rosylea Joan Copp | 2018 | Diploma of Financial Planning - Kaplan Professional |
| Ryan Cooper | 2011 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Ryan Muir | 2010 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Finance - University of Newcastle ~ Bachelor of Laws - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional |
| Ryan Zahner | 2015 | Bachelor of Business (Financial Planning) - RMIT University ~ Diploma of Business (Banking & Finance) - RMIT University ~ Ethics and Professionalism in Financial Advice - Kaplan Education ~ Margin Lending Adviser (Personal Advice) - Mentor Education ~ Self Managed Superannuation Fund Advisor (Personal Advice) - Mentor Education |
| Sally Anne Dixon | 2013 | Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma in Financial Planning - Monarch Institute ~ Diploma of Business Management - Cooloola Sunshine Institute of Tafe ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - The National Finance Institute ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Sandra Cartwright | 2000 | Diploma of Financial Planning - FPA ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Sandra Ruth Miller | 1988 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Satinder Singh | 2015 | Diploma in Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Scott Paul Mitton | 2010 | Bachelor of Business - Swinburne University of Technology ~ Diploma of Business ( BSB50101) - Australian Training College ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending Accreditation Program - Financial Essentials |
| Scott Riddell | 2013 | Bachelor of Business (Applied Finance) - University of Western Sydney ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - International Institute of Technology ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Sean Southwell | 2001 | ALPA - Kaplan ~ CFP - Deakin University ~ Cavendish & ICFS Specialist SMSF Course - Cavendish ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University |
| Selwyn Kishore | 2018 | Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Business and Commerce (Accounting) - University of Western Sydney ~ Diploma of Financial Planning - Mentor Education ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Shane Crichton | 2000 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Shane Edward Jackson | 2018 | Bachelor of Business (Accounting, Banking and Finance) - Monash University ~ Diploma of Financial Planning - Kaplan Professional |
| Simon Andrew Reid | 2007 | Accredited Derivatives Adviser LEVEL ONE - Kaplan ~ Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma Financial Planning - Kaplan ~ Diploma Financial Services (Financial Planning) - Tribeca ~ Self Managed Super Funds - Kaplan |
| Simon Jerome Hodges | 2000 | Bachelor of Economics - University of New England ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Master of Commerce (Finance with Banking) - University of Sydney ~ SMSF - Kaplan |
| Simon Paul Sheffield Young | 1996 | Accredited Listed Product Adviser - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional |
| Simone Monica O'hara | 1996 | Certified Financial Planner - FPA ~ Diploma of Financial Planning - Financial Plannning Association ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Stephen Baxter | 2010 | Bachelor of Finance - University of Newcastle ~ Diploma of Financial Planning (Financial Services) - Kaplan ~ Margin Lending and Geared Investments - Kaplan |
| Stephen Bruce Lowe | 2003 | Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Stephen Donald Newman | 2002 | DFP 1 - Financial Planning Association of Australia ~ DFP 4 - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University - FPA ~ Risk Management - Integratec |
| Steven Carl Hampel | 1993 | ALPA - Kaplan ~ CFP - FPA ~ DFP 1-8 - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professlional ~ SMSF - Kaplan |
| Steven Greenham | 1994 | Accredited Aged Care Professional - Aged Care Steps ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Mentor Education |
| Steven Kupraiou | 2012 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Financial Planning) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Steven Woodford | 2007 | Accredited Listed Product Adviser Program - KAPLAN ~ Margin Lending - Mentor Education ~ Master of Financial Planning - RMIT University ~ Self Managed Superannuation Funds - Mentor Education |
| Stuart Bates | 2001 | Certified Financial Planner - FPA ~ Diploma Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Stuart Craig Jackson | 1988 | ASX Listed Products Accreditation course (Share Valuation and Portfolio construction ) - Savings Factory ~ Bachelor of Arts - Monash University ~ CFP - FPA ~ Margin Lending and Geared Investments - Kaplan ~ SMSF - Mentor |
| Symonne Ann Ellis | 2015 | Advanced Diploma Financial Services (Financial Planning) - Kaplan Australia ~ Diploma Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending - Kaplan Australia ~ Master of Financial Planning - Kaplan Australia |
| Tamara Skybyneckyj Klose | 1999 | Certified Financial Planner - Financial Planning Association of Australia ~ DFP 8 - Financial Plan Construction & Review - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Kaplan ~ PS146 Diploma Skills Assessment - Tribeca ~ SMSF Specialist Advisor - SMSFA |
| Thi MY Ngoc (anna) Tran | 2017 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Science (Psychology) - The University of Sydney ~ Diploma of Financial Planning - Investment Banking Institute ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Thomas Mitchell Momsen | 2010 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Timothy D'astoli | 2010 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Business - University of Technology, Sydney ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Tribeca |
| Timothy Gray | 2004 | Bachelor of Commerce (Finance & Economics) - University of Wollongong ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ MAI769 Ethics for Financial Services - Deakin University |
| Todd Francis Tudor-stack | 2017 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce (Financial Planning) - University of the Sunshine Coast |
| Tony Linstrom | 2002 | Advanced Self Managed Superannuation Funds - Kaplan Professional ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Tracey Boam | 2003 | Advanced Diploma of Financial Services - ThreeSixty ~ Certified Financial Planner Certification Program - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Tracey Shamon | 2003 | Bachelor of Applied Finance and Bachelor of Commerce (Accounting) - Macquarie University ~ CFP Certification Program - Financial Planning Assocation of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Troy Les Young | 2022 | Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Vanessa Dicola | 2017 | Bachelor of Applied Finance and Bachelor of Management - University of South Australia ~ CFP Certification Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Kaplan Professional |
| William HA | 2010 | Bachelor of Business - University of Technology Sydney (UTS) ~ Diploma of Financial Services - Kaplan Professional |
| Yaotao Zeng | 2017 | Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Accounting) - The University of Sydney ~ CFP Certification Program - Financial Planning Association of Australia ~ Diploma of Financial Planning - Kaplan Professional |