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Sentry Advice Pty ltd

AFS License Number
227748
Name
Sentry Advice Pty ltd
ABN/ACN/ARBN
77103642888
Licensee issued
July 16, 2003
Address
West Perth, 6005, WA

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
interests in managed investment schemes limited to:
MDA services; and
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
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.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Aaron Joseph Downey2000Advanced Diploma Of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce - University of Canberra ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Adam Christopher2000Bachelor of Economics - University of New England ~ Diploma of Financial Planning - FPA ~ Kaplan - Self Managed Superannuation Funds
 Adrian Evan Mccarthy1999Bachelor of Business (Accounting and Finance) - Edith Cowan University ~ Graduate Certificate in Financial Planning - Finsia ~ Graduate Diploma of Applied Finance (Major in Financial Planning) - Kaplan Professional ~ Graduate Diploma of Applied Finance - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional
 Ajey Malik2013Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce (Economics and Finance) - Curtin University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Master of Commerce (Finance) - Curtin University ~ Self Managed Superannuation Funds - Kaplan
 Alan Michael Perrott2004Bachelor of Financial Administration - The University of New England ~ Certified Financial Planner - Financial Planning Association ~ Chartered Accountant - SMSF Specialist - Institute of Chartered Accountants ~ Chartered Accountants - Financial Planning Specialist - Institute of Chartered Accountants ~ Fellow of Institute of Charted Accountants - Institute of Chartered Accountants
 Allan William Rose1988Certificate in Applied Self Managed Superannuation Fund Advice - Tower Trust ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Introduction to Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Special Entry A Examination - Financial Planning Association of Australia (FPA)
 Amrit Pal Singh Malhotra2018Graduate Diploma of Financial Planning - Kaplan Professional
 Andrew David Moo1996Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Andrew Douglas Halliday2003Diploma of Management - TAFE QLD ~ Margin Lending and Geared Investments - Kaplan ~ Master of Financial Planning - University of Sunshine Coast
 Andrew Gannon2005Bachelor of Commerce (Accounting and Financial Planning) - Curtin University ~ CPA Australia Program - Certified Practising Accountants Australia ~ Diploma of Financial Services (Financial Planning) - Financial Planning Association of Australia ~ Margin Lending & Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Andrew Ian Hartshorn2008Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Andrew Lippiatt2004Diploma of Financial Services (Financial Planning) - Integratec ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - International Institute of Technology
 Angela Nicole Dignam2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ FPC001B Economic and Legal Context for Financial Planning - Kaplan ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan ~ Fellow Chartered Financial Practioner (FChFP) - Association of Financial Advisers (AFA) ~ Self Managed Superannuation Funds - Kaplan
 Anthony David Scolaro2018Bachelor of Business (Public Practice) - ECU ~ Diploma of Financial Planning - International Institute of Technology ~ Master of Taxation - Curtin University ~ Principles of Self Managed Superannuation Funds - International Institute of Technology
 Anthony Shear1998Diploma of Financial Planning - FPA ~ Margin Lending and Geared Investments - Kaplan
 Ashley William Nicol1999Bachelor Business (HONS) - Edith Cowan University ~ Certified Financial Planner Program - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - FINSIA ~ SMSF Specialist Advisor - Self Managed Super Fund Association ~ Self Managed Superannuation Funds - Tribeca
 Barbara Libby Franklin2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Basil Michael Palassis2004Bachelor of Commerce Degree - University of Western Australia ~ Chartered Accountant Professional Year Program - Institute of Chartered Accountants Australia ~ DFP 8 - Financial Planning Association ~ PKE - Financial Planning Association ~ Self Managed Superannuation Funds - Kaplan
 Ben Martin D'souza2007Advanced Diploma of Financial Planning - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Provide advice in Margin Lending - MLC
 Benjamin Bryant2011Diploma of Financial Services (Financial Planning) - International Institute of Technology (IIT) ~ FPC001B Economic and Legal Context for Financial Planning - Kaplan ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan ~ FPC007B Client Engagement Skills - Kaplan ~ Self Managed Superannuation Funds - International Institute of Technology (IIT)
 Benjamin Bryce Miller2002Bachelor of Business (Business Management) - Charles Sturt University ~ Diploma of Financial Planning - Financial Planning Assocation of Australia
 Brendan Robert King2005Diploma of Financial Planning - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - Kaplan
 Brendan Scott Oakes2004Diploma of Financial Services (Financial Planning) - Integratec ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Specialist SMSF Course - SuperConcepts & ICFS
 Brenton Chester2012Diploma of Financial Planning - Mentor Education Group
 Brenton Jones2008Advanced Diploma of Financial Services (Financial Planning) - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - RG146 Training Australia Pty Ltd
 Brett Robert Crabb2005Bachelor of Commerce - University of Western Australia ~ Graduate Diploma of Financial Planning - Kaplan Professional (formerly FINSIA) ~ Margin Lending & Geared Investments - Kaplan Professional
 Bruce Brammall2007Advanced Diploma in Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Cameron David Patterson2010Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Charlene Byne2018Advanced Diploma of Financial Planning FNS60415 - Kaplan Australia ~ Diploma of Financial Planning FNS50615 - Kaplan Australia ~ Graduate Diploma of Financial Planning - Kaplan
 Charles Hamish Gow2008Bachelor of Business (Accounting) - Curtin University of Technology ~ Chartered Accountant - The Institute of Chartered Accountants ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Funds - Kaplan
 Chloe Anne Langdon2017Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Pinnacle Financial Services Academy
 Chris David Puddy2009Bachelor of Business - Griffith University ~ Diploma of Financial Advising - Securities Institute
 Christian Byron Allen Golding1999Bachelor of Economics - The University of Western Australia ~ Diploma of Financial Planning - FPA ~ Graduate Diploma of Applied Finance and Investment - Finsia ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Christopher John Connolly2001Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Clayton Reimers2015Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce Finance Stream & Economics - Murdoch University ~ Diploma of Financial Service(Financial Planning - Kaplan Professional Educatiom ~ Ethics and Professionalism in Financial Markets - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Colin Ian DE LA Nougerede2000Bachelor of Business (Accounting and Finance) - Royal Melbourne Institute of Technology ~ Diploma - eAcademy ~ Self Managed Superannuation Funds - Kaplan
 Craig Anthony Woodman2000Certificate in Applied Self Managed Superannuation Fund Advice - Tower Trust ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional
 Craig Murray Charnley2015Bachelor of Business - Edith Cowan University ~ Diploma Financial Planning DFP1-4 - Financial Planning Association (FPA)
 Dale William Evenden2018Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan
 Damien Phua2017Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Teir 1 - Margin Lending - Personal Advice - Kaplan
 Dana Gibbs2017Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - AAMC Training Group ~ Managed Investment Adviser (Personal Advice) - Mentor Education ~ Superannuation Adviser (Personal Advice) - Mentor Education
 Daniel Graham Boote2006Bachelor Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT)
 Daniel Micevski2018Bachelor of Finance majoring in Financial Planning & Finance - LaTrobe University ~ Self Managed Superannuation Funds - Financial Education Professionals
 David Romanovski2010Advanced Diploma of Financial Planning - International Institute of Technology ~ Bachelor of Business (Applied Economics) - Victoria University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Graduate Diploma of Applied Finance and Investment - Finsia ~ Principles in Self Managed Superannuation Funds - International Institute of Technology
 Dean Anthony Alden2003Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Integratec
 Dion Weerasekera2015Bachelor of Business (Finance) - Edith Cowan University ~ Tier1: (921) Managed Investments - Kaplan Professional
 Donghong HE2010Graduate Diploma of Financial Planning - Finsia ~ Margin Lending and Geared Investments - Kaplan ~ Master of Applied Finance - Macquarie University ~ Self Managed Superannuation Fund - Kaplan
 Enoch Chan2018Diploma of Financial Planning - Kaplan
 Francois DU Toit1998Diploma of Financial Services (Financial Planning) - AAMC Training Group
 Frank Ferrero1983Bachelor of Business - Curtin University ~ Financial Plan Construction and Review - FPA ~ Margin Lending and Geared Investments - Kaplan ~ Special Entry Exam A - FPA
 Gordon Mcroberts2008Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Group ~ Advanced Diploma of Financial Services (Financial Planning) - RG146 Mentor Education Group ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Self Managed Superannuation Funds - Kaplan Education Pty Ltd
 Guy Warren Savage2003FPC002B Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Certificate of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Tribeca
 Helmut Sergj Bold2000Advanced Diploma of Financial Services (Financial Planning) - Integratec ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional
 Ian David Wood2004Bachelor of Business - Deakin University ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan
 Ian Graeme Armstrong2008Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Ian Lennox Davies1995Bachelor of Business - Curtin University ~ Certified Financial Planner Program - Financial Planning Association of Australia ~ Chartered Accountant - Institute of Chartered Accountants ~ Diploma in Financial Planning - Royal Melbourne Institute of Technology
 Imke Reifarth2011Advanced Diploma of Financial Planning - Kaplan ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Master of Business Adminidtration (Finance) - Universtity of Technology, Sydney ~ Self Managed Superannuation Funds - Kaplan
 James Crawford Green2014Diploma in Financial Planning - Kaplan Professional Planning ~ Graduate Diploma in Financial Planning - Kaplan Professional Education ~ Margin Lending Accreditation Course - Deakin Prime ~ Masters of Financial Planning - Kaplan Professional Education
 James Weir2015Bachelor of Agricultural Sciences - La Trobe University ~ Bachelor of Business - LaTrobe University ~ Provide advice in Securitie - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Jeffrey Thomas Parkin2000Certificate IV in Finance & Mortgage Broking - Kaplan ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Jerome Paul2018Bachelor of Commerce (Accounting & Finance) - Curtin University ~ Diploma Financial Planning FNS50615 - Kaplan Australia
 Joe Bonifazio2005Diploma of Financial Services (Financial Planning) - CCH Learning ~ Margin Lending and Geared Investments - Kaplan ~ RG146 Licensing Compliance: Self Managed Superannuation Funds - Financial Education Professionals Pty Ltd
 Joel Brendan Plowman2017Bachelor of Business (Accounting) - Swinburne University of Technology ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Securities & Mananged Investments - Kaplan
 Joel Michael Kerin2017Advanced Diploma Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Teir 1 Margin Lending - Personal Advice - Kaplan Professional
 John Innes Edwards2004Completed Subjects 1-4 of a Diploma of Financial Planning - Life Underwriters Association, Integratec and Independent Centre of Financial Training
 John Kenneth Martin1996Diploma of Financial Planning - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - Kaplan
 John Motteram2002Bachelor of Business - Edith Cowan University (ECU) ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Funds - Kaplan
 Joshua Adam Teh2010Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Karl Hombergen2003Bachelor of Commerce - Murdoch University ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Keith William Sheppard2003Certified Financial Planner Program - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University
 Kellie Marie Gulikers-hickey2000Diploma in Financial Planning - Kaplan
 Kelly Greenaway2017Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Securities and Managed Investments - Kaplan
 Kora Alice Drage2009Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Bachelor of Business (Finance and Economics) - Edith Cowan Uni ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional
 Lindsay George Evans2012Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investment - Kaplan
 Lindsay Murray Byrne1989Diploma Financial Markets - Securities Institute of Australia ~ Graduate Diploma Financial Planning - Securities Institute of Australia ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Malcolm Stewart1994Bachelor of Business (major in accounting and computing studies) - Western Australia College of Advanced Education ~ Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Mark John Lockwood1998Bachelor of Business - Edith Cowan University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan ~ SMSF Specialist Adviser - SMSF Association
 Mark Newman1994Diploma of Financial Planning - Financial Planning Association ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - International Institute of Technology
 Mark Peter Wenzel2000Bachelor of Commerce - Bond University ~ Graduate Diploma in Applied Finance & Investment - Securities Institute ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending - Pinnacle Financial Services Academy ~ SMSF Specialist Advisor (SSA) - SMSF Association
 Mark Rich2000Bachelor of Business (Double Major in Accounting & Finance) - Edith Cowan University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan professional ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - International Institute of Technology
 Mark Simon Crowe2008Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Mark Wallis Willock1991Chartered Accountant - Financial Planning Specialist - Institute of Chartered Accountants ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Policy Statement 146 Knowledge Assessment (Unit PS146.120 & PS146.123) - Integratec ~ Risk Management - Integratec ~ Superannuation and Retirement Planning - Integratec
 Mathew Fogarty2003Diploma of Financial Planning - FPA ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Tribeca
 Matthew Kerrish2007Graduate Diploma of Financial Planning - finsia ~ Margin Lending and Geared Investments - Kaplan ~ SuperConcepts & ICFS Specialist SMSF online course - SuperConcepts
 Matthew Thomas Burton2003Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - International Institute of Technology
 Melissa Hood2015Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Melissa Mary Morris2008Diploma of Financial Planning - Kaplan Education Pty Ltd
 Michael Denis Williams2000Bachelor of Laws - James Cook University ~ DFP 1, 2, 3, 4, 5, 6, 7 - FPA ~ Financial Planning Principles & Practice Course - Securities Institute ~ Margin Lending and Geared Investments - Kaplan ~ RG146 Licensing Compliance: Self Managed Super Funds - Financial Education Professionals Pty Ltd
 Michael Gardner2018Diploma of Financial Planning - Kaplan Professional Education
 Michael John Berry2000Bachelor of Commerce - Curtin University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma in Financial Planning - Securities Institute Australia
 Michael Scorer2004Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Integratec
 Michelle Abela2018Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ FPC002B Ethics and Professionalism in Advice - Kaplan
 Murray John Fisher2011Advanced Diploma of Financial Planning - Mentor ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - The National Finance Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Neil Douglas Hancy2004Advanced Diploma in Financial Planning - Deakin University ~ Bachelor of Business (Economics) - Edith Cowan University ~ Certified Financial Planner - Financial Planning Association of Australia
 Ninoslav Anthony Matkovic2009Diploma of Financial Services (Financial Planning) - Tribeca ~ Estate Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan ~ Taxation Planning - Kaplan
 Patrick Cork1987CFP Plan PLUS Practice KNowledge Exam (PKE) (Special Entry A Pathway) - Financial Planning Association (FPA) ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Superannuation Management - The Association of Superannuation Funds of Australia ~ Master of Business Administration - UWA
 Paul Austin Creedon2000Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Paul Francis John Hayes1984Diploma of Financial Planning - FPA
 Paul Johnson1998Bachelor of Financial Administration - University of New England ~ Diploma of Financial Planning - Financial Planning Association of Australia Limited ~ Margin Lending - Kaplan
 Paul Robertson2005Advanced Strategies for Self Managed Superannuation - ThreeSixty ~ Bachelor of Commerce (Economics and Finance) - Curtin University ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending - MLC
 Paul Stephen Williams2011Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Finance - Kaplan
 Peter James Gardner1987Bachelor of Business - Curtin University ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Peter Mathew Vettler2006Advanced Diploma of Financial Planning - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Pim Stort1988Diploma of Financial Planning - Financial Planning Association of Australia
 Raynardo Brian Heinrich2013Bachelor of Commerce - University of Western Australia ~ Diploma of Financial Planning - Investment Banking Institute
 Richard John Petrusma1994ASX Listed Products Accreditation Course (LPAC) - Alpha Structured Investments Pty Ltd ~ Diploma of Financial Planning - Financial Planning Association of Australia Limited ~ Self Managed Superannuation Funds - Kaplan Professional
 Robert Ivanovski2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business (Finance/Banking) - Charles Stut University ~ Diploma of Financial Services (Financial Planning) - Finsia ~ Specialist Knowledge in Self Managed Superannuation Funds - International Institute of Technology
 Robert John Prince1997Bachelor of Commerce - Curtin University ~ Bachelor of Commerce Finance - Curtin University ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Robert Nixon2004Bachelor of Commerce - Melbourne University ~ Margin Lending and Geared Investments - Kaplan Professional ~ RG 146 (PS 146) Compliant in Generic Knowledge, Financial Planning, Superannuation & Life Insurance - Tribeca Learning Australia ~ RG 146 (PS 146) Compliant in Managed Investments, Self Managed Superannuation Funds & Securities - Tribeca learning Australia
 Robert Rocca2011Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Certificate in Finance - Charles Sturt University ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending Personal Advice - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan
 Russel Molin2009Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Mentor Education Group
 Russell Owen2004Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Scott Tanner2004Bachelor of Commerce Economics and Finance - Curtin University of Technology ~ Cavenish & ICFS Specialist SMSF Course - Cavendish ~ Certified Financial Planner Education Program - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Securities Institute Education ~ Margin Lending & Geared Investments - Kaplan Professional Education
 Shane Light2006Advanced Diploma of Financial Services (Financial Planning) - Finsia ~ Margin Lending and Geared Investments - Kaplan ~ RG146 Licensing Compliance: Self-managed Superannuation Funds - Financial Education Professionals
 Shelley Janet Fisher2001Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ SuperConcepts & ICFS Specialist SMSF Online Course - SuperConcepts
 Simon Clark Montgomery2001Graduate Diploma of Applied Finance and Investment - FINSIA ~ Insurance Risk Management - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Fund - Kaplan ~ Tier 1 Securities and Managed Investments - Kaplan
 Simon Mervyn Croxton1998Diploma of Financial Planning - Financial Planning Association of Australia Limited ~ Diploma of Financial Planning - Financial Planning Association of Australia Limited ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Steven David King2012Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Ltd ~ Self Managed Superannuation Funds - Kaplan Education Pty Ltd ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Stuart Howard Whittle1993Diploma of Financial Planning - Financial Planning Association
 Svetlana Vrzovski1994Bachelor of Economics - The University of Western Australia ~ Graduate Diploma in Economics - The University of Western Australia ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Thuy Anh Thi Nguyen2011Bachelor of Business (Financial Risk Management) - Victoria University ~ Diploma of Business (Banking & Finance) - Victoria University
 Todd Elliott Rowson2002Diploma of Financial Services (Financial Planning) (FNB50802) - Financial Services Training & Assessment P/L ~ Margin Lending Adviser (Personal Advice) - Mentor Education ~ Master of Business Adminstration - Swinburne University of Technology ~ Self Managed Superannuation Funds - Kaplan
 Vicki Ann Lamp1994Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Wayne Hitchens2008Diploma of Financial Services (Financial Planning) - RG146 Training Australia ~ Self Managed Superannuation Funds - International Institute of Technology