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;
life products limited to:
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;
securities; 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;
life products limited to:
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;
securities; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Aaron Colley | 2016 | 2005 - Bachelor of Commerce - - Curtin University ~ 2014 - Diploma of Financial Planning - - Monarch Institute |
| Adam Bray | 2018 | 1997 - Advanced Diploma in Accounting - - NSW TAFE ~ 2018 - Diploma of Financial Planning - - Mentor |
| Adam Maccora | 2016 | 1981 - Bachelor of Economics - Bachelor Degree (AQF 7) - Monash University ~ 2016 - Principles in Self managed Superannuation Funds - - International Institute of Technology |
| Alanah Jane Springfield | 2018 | 2012 - Bachelor of Commerce (Accounting) - - University of New England ~ 2016 - Graduate Diploma of Chartered Accounting (GradDip CA) - - CAANZ ~ 2018 - Accountants Financial Planning - - Kaplan ~ 2018 - Accountants SMSF Package - - Kaplan |
| Alexander Arthur Stewart | 1999 | 1983 - Bachelor of Commerce - - University of Melbourne ~ 1990 - CPA Program - - CPA Australia ~ 2002 - CFP - Certified Financial Planner - - Financial Planning Association of Australia |
| Amanda Jane Davidson | 2017 | 2004 - Graduate Certificate in Financial Planning - - Securities Institute of Australia ~ 2010 - SMSF Specialist - - SPAA |
| Amy Lee Clapham | 2018 | 2003 - Bachelor of Business (Accounting) - - La Trobe ~ 2017 - Diploma of Financial Planning FNS50615 - - Mentor |
| Andrea Rose-marie Cormick | 2016 | 2016 - SMSF Personal Advice - - Pinnacle |
| Andrew James Clark | 2016 | 1999 - Bachelor of Financial Administration - - University of New England ~ 2002 - Chartered Accountant - - Institute of Chartered Accountants ~ 2016 - Self Managed Super Funds - - Pinnacle |
| Andrew James Edwards | 2016 | 1987 - Bachelor of Physical Education - - Undergraduate Teachers College ~ 1996 - Bachelor of Accountancy - - University of South Australia ~ 2014 - Self Managed Super Funds - - Pinnacle |
| Anita Devi Naidu | 2017 | 1986 - Bachelor of Commerce - - University of Canterbury ~ 2016 - SMSF Personal Advice - - Pinnacle |
| Anna-feliz Stevens | 2018 | 2018 - RG146 Generic knowledge, superannuation and SMSF - - Financial Education Professionals |
| Anthony Andrean Ponti | 2016 | 1998 - Bachelor of Commerce - - University of Queensland ~ 2005 - CPA Public Practice Certificate - - CPA ~ 2013 - Superannuation - - KAPLAN |
| Anthony Fredrik Olsen | 2016 | 1993 - Bachelor of Business - - University of South Queensland ~ 2016 - Diploma of Financial Planning - - Kaplan |
| Belinda Jane Garvie | 2018 | 1998 - Bachelor Of Commerce - - The University of Newcastle ~ 2016 - Advising in SMSFs - - CPA ~ 2016 - Diploma of Financial Planning - - CPA |
| Bernard Ravitha Peries | 2018 | 2015 - Bachelor of Commerce - Accounting - - Macquarie University |
| Bradley James Waldon | 2016 | 2008 - Bachelor of Commerce - - University of NSW ~ 2010 - Grad Diploma of Chartered Accounting - - Institute of Chartered Accountants Australia ~ 2013 - Masters of Applied Taxation - - University of NSW ~ 2015 - Accountants SMSF Package - - KAPLAN |
| Bradley Roy Thomas | 2018 | 1987 - Bachelor of Arts in Accountancy - - South Australian Institute of Technology ~ 2018 - SMSF Personal Advice - - Pinnacle |
| Brenton Vincent Burke | 2018 | 2006 - Bachelor of Commerce (Accounting) - - Curtin University of Technology ~ 2011 - SMSF Specialist Adviser - - Self Managed Super Fund Association ~ 2015 - Diploma of Financial Planning - - International Institute of Technology ~ 2015 - Principles in Self Managed Superannuation Funds - - International Institute of Technology |
| Brett Ernest Walz | 2016 | 2000 - Bachelor of Business Accounting - - Central Queensland University ~ 2004 - CPA - - CPA ~ 2016 - Self Managed Super Funds - - Pinnacle |
| Bryan Lauw | 2016 | 1997 - Bachelor of Commerce - - University of Western Sydney ~ 2016 - Self Managed Superannuation Funds - - Pinnacle |
| Carmel Filippone | 2011 | 2001 - Bachelor of Commerce - - Deakin University ~ 2007 - Masters in Applied Taxation - - University of NSW ~ 2008 - Diploma of Financial Services (Financial Planning) - - Pinnacle ~ 2011 - Advanced Diploma of Financial Planning - - Pinnacle Financial Services Academy ~ 2013 - Certificate IV in Finance & Mortgage Broking - - Australis College (formerly Intellitrain) |
| Carol Ann Hill | 2016 | 1998 - Bachelor of Business (Accounting) - - Monash University ~ 2014 - SMSF Personal Advice Solution - - Pinnacle Financial Services Academy |
| Catherine Louise Hall | 2016 | 1994 - Bachelor of Commerce - - University of Western Sydney ~ 2015 - SMSF Personal Advice - - Pinnacle |
| Charles Khalil Khoury | 2016 | 2000 - Bachelor of Taxation - - University of New South Wales ~ 2009 - Postgraduate Diploma of Advanced Taxation - - University of New South Wales ~ 2012 - Diploma of Financial Planning - - Intellitrain |
| Cheryl Cox | 2018 | 2007 - Bachelor of Commerce - - Flinders University ~ 2016 - SMSF Personal Advice - - Pinnacle |
| Chris Packer | 2016 | 1995 - Bachelor of Business - - Deakin University ~ 2001 - Certified Practicing Accountant - - CPA Australia ~ 2015 - Self Managed Super Funds - - Pinnacle |
| Christopher Ben Churchill | 2017 | 2011 - Bachelor of Business (Accounting) - - Charles Sturt University ~ 2016 - Provide advice for SMSF and Superannuation - - Pinnacle |
| Christopher Bryan Surman | 2018 | 1996 - Bachelor of Business (Accountancy) - - QUT ~ 2016 - SMSF Personal Advice - - Pinnacle |
| Christopher Mercieca | 2016 | 2010 - Bachelor of Commerce - - La Trobe University ~ 2012 - Diploma of Financial Planning - - International Institute of Technology ~ 2015 - Principles in Self Managed Superannuation Funds - - International Institute of Technology |
| Christopher Michael Makulski | 2018 | 2002 - Advanced Diploma Business Accounting - - Victoria University ~ 2004 - Bachelor Business Accounting - - Victoria University ~ 2018 - CPA Public Practice - - CPA ~ 2018 - SMSF Accountants Package - - Kaplan |
| Christopher Vincent Maher | 2017 | 2001 - Bachelor of Business - - Charles Sturt University ~ 2017 - Self Managed Superannuation Funds and Superannuation - - Monarch Institute |
| Clive Nelson | 2017 | 2017 - SMSF Personal Advice - - Pinnacle |
| Constantinos Gotsis | 2011 | 2009 - SMSF SPECIALIST ADVISOR - Professional Designations - SMSF ASSOCIATION ~ 2010 - DIPLOMA FINANCIAL SERVICES - - INTERNATIONAL INSTITUTE OF TECHNOLOGY ~ 2010 - MASTERS OF TAXATION - - CURTIN UNIVERSITY ~ 2013 - FINANCIAL PLANNING SPECIALIST - - CPA AUSTRALIA ~ 2015 - MARGIN LENDING SPECIALIST - - INTERNATIONAL INSTITUTE OF TECHNOLOGY |
| Cosimo Vince Dimasi | 2016 | 2014 - Diploma of Financial Planning - - Mentor Education ~ 2014 - Self Managed Super funds - - Mentor Education |
| Craig Andrew Shirley | 2017 | 2003 - Bachelor of Business and Commerce - - Monash University ~ 2015 - Self Managed Superannuation Funds (General Advice) - - Mentor Education ~ 2017 - SMSF Personal Advice - - Pinnacle |
| Craig William Wilkes | 2018 | 2002 - Bachelor of Business (Accounting) - - Central Queensland University ~ 2018 - RG146 - - Kaplan |
| DI HU | 2018 | 2011 - Bachelor of Business - - Victoria University ~ 2018 - SMSF Personal Advice - - Pinnacle |
| Dale Noack | 2016 | 2005 - Bachelor of Commerce - - Griffith University ~ 2016 - Diploma of Financial Planning - - Kaplan |
| Dallas Bradley Watt | 2016 | 1994 - Bachelor of Business - - Central Queensland University ~ 1998 - CPA - - CPA ~ 1999 - CPA - Public Practice - - CPA ~ 2016 - Self Managed Super Funds - - Pinnacle |
| Dallas James David Landwehr | 2016 | 2006 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2011 - CPA - Bachelor Degree (AQF 7) - CPA Australia ~ 2012 - CPA - Bachelor Honours Degree (AQF 8) - CPA Australia ~ 2016 - RG146 Specialist Self managed Superannuation Funds Course - - IIT ~ 2019 - FPC002B Ethics and Professionalism - Bridging Course - Ethics - Kaplan |
| Damian Cullura | 2003 | 2001 - Bachelor of Business Double Major in Accounting and Finance - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2001 - Count Introductory Training Course - Diploma (AQF 5) - Count Wealth Accountants ~ 2017 - SuperConcepts & ICFS Specialist SMSF course - Diploma (AQF 5) - The University of Adelaide |
| Daniel Alan Hodges | 2016 | 2009 - Graduation Diploma of Legal Studies - - The University of New England ~ 2014 - Diploma of Financial Services - - Prinnacle |
| Daniel Jeremy Deutsch | 2017 | 1999 - Bachelor of Business - - Victoria University ~ 2017 - Self Managed Superannuation Funds and Superannuation - - Monarch Institute |
| Daniel Kenneth Bates | 2017 | 2016 - SMSF Personal Advice - - Pinnacle |
| Daniel Lee Silvestri | 2018 | 2003 - Bachelor of Mathematical and Computer Science - - University of Adelaide ~ 2011 - Chartered Accountants Program - - Institute of CAA ~ 2018 - SMSF Specialisation Course - - UNSW |
| Daniel Robert Rands | 2016 | 2016 - Self Managed Super Funds - - Pinnacle |
| Danielle Louise Pearce | 2016 | 1999 - Bachelor of Business (Accounting/ Business Management) - - Charles Sturt University ~ 2016 - RG146 - - AAMC Training Group |
| Darren Newton | 2017 | 1993 - Bachelor of Business - - Edith Cowan University ~ 2016 - Graduate Diploma of Financial Planning - - Kaplan ~ 2017 - SMSF Personal Advice - - Pinnacle |
| Darren Paul Slattery | 2016 | 2004 - Bachleor of Commerce - - Deakin University ~ 2008 - Certified Practicing Accountant - - CPA Australia |
| Darren Robert Kingdon | 2012 | 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Diploma of Financial Planning ~ 2004 - Master of Financial Planning - Masters Degree (AQF 9) - University of the Sunshine Coast ~ 2004 - Self-Managed Superannuation Funds - Diploma (AQF 5) - Tribeca |
| David Alexander Fearnley | 2016 | 1976 - Bachelor of Economics - - The University of Sydney ~ 2016 - Self Managed Super Funds - - Pinnacle |
| David John Scott | 2018 | 1988 - Bachelor of Commerce - - University of Newcastle ~ 2017 - SMSFPA - - Pinnacle |
| David Lawrence Gatt | 2018 | 2001 - Bachelor of Commerce - Accounting - - Macquarie University ~ 2018 - SMSF Personal Advice - - Pinnacle |
| Deborah Ianchello | 2016 | 2000 - Bachelor of Commerce (Accounting) - - Macquarie University ~ 2016 - SMSF Personal Advice - - Pinnacle |
| Derek Brown | 2016 | 1988 - Diploma in Accounting - - South Fremantle Technical College ~ 2016 - SMSF Personal Advice - - Pinnacle |
| Derryn Miles Orlando | 2017 | 2005 - Bachelor of Commerce - - Curtin University ~ 2015 - SMSF Personal Advice - - Pinnacle |
| Diane Elizabeth Matthews | 2015 | 1985 - Bachelor of Commerce - - University of Tasmania |
| Douglas Regan | 2018 | 2011 - Bachelor of Business (Accounting) - - University of Western Sydney ~ 2017 - SMSF Personal Advice - - Pinnacle |
| Edward Thurlaway | 2018 | 2007 - Bachelor of Commerce - Accounting & Finance - - Curtin University ~ 2018 - SMSF Personal Advice - - Pinnacle |
| Elizabeth Dent | 2016 | 2008 - Bachelor of Business (Accounting) - - Central Queensland University ~ 2012 - CPA Program - - CPA Australia ~ 2012 - SMSF Personal Advice - - Kaplan |
| Elizabeth Frances Meiklejohn | 2018 | 2006 - Bachelor of Commerce - - Griffith University ~ 2010 - Graduate Diploma of Chartered Accounting - - CAANZ ~ 2011 - SMSF Specialist Advisor - - SMSF Association ~ 2018 - Diploma of Financial Planning - - IIT |
| Elizabeth Jane Dempster | 2016 | 1989 - Bachelor of Business Accounting - - Curtin University ~ 2015 - Self Managed Super Funds - - Pinnacle |
| Elliot King | 2018 | 2016 - Bachelor of Business - - Swinburne ~ 2019 - RG146 - Certificate (AQF 1-4) - Monarch |
| Emma Jade Rostron | 2018 | 2018 - Accountants Essential Advice (AEA) - - Integrity Education Group |
| Eugene Khakham | 2018 | 2018 - Self Managed Superannuation Funds - - Pinnacle |
| Filas Carbone | 2017 | 1988 - Bachelor of Economics - - University of Adelaide ~ 2017 - SMSF Personal Advice - - Pinnacle |
| Fiona Lynne Jauncey | 2018 | 2008 - Bachelor of Accounting/Agribusiness - - Charles Sturt University |
| Francesco Rositano | 2016 | 2016 - Self Managed Super Funds - - Pinnacle |
| Francine Alexandrou | 2017 | 1993 - Bachelor of Economics - - The University of Sydney ~ 2016 - SMSF Personal Advice - - Pinnacle |
| Francis Indovino | 2017 | 2007 - Bachelor of Commerce - - La Trobe University ~ 2010 - Graduate Diploma of Chartered Accounting - - The Institute of Chartered Accountants in Australia ~ 2017 - SMSF Personal Advice - - Pinnacle |
| Gabriele Liselotte Strauss | 2018 | 1991 - Honours Bachelor of Accounting Science - - University of South Africa ~ 1996 - Bachelor of Commerce - - University of the Witwatersrand, Johannesburg, South Africa ~ 2016 - Graduate Diploma of Applied Tax Law - - The Tax Institute ~ 2018 - SMSFPA - - Pinnacle |
| Gavin Stewart Woolford | 2016 | 1994 - Bachelor of Business - - University of South Australia ~ 2016 - Financial Services Training Package - - Terra Cordis |
| Gemma Anne Kovaloff | 2016 | 1984 - Bachelor Business - - UTS ~ 1986 - Chartered Accountant - - Institute of Chartered Accountants ~ 2015 - FNS10 Financial Services Training Package - - Terra Cordis ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan |
| Gemma Heaney | 2016 | 2009 - Bachelor of Commerce - - Murdoch University ~ 2016 - SMSF Personal Advice - - Pinnacle |
| George Aronis | 2018 | 2017 - Superannuation and Self Managed Superannuation Funds - - Financial Education Professionals |
| Georges Philippe Tame Yuan Hung Lien Fat | 2018 | 1993 - Bachelor of Arts (Accounting and Finance) With Honours - - University of North London |
| Gong Zhang | 2018 | 2017 - SMSF Personal Advice - - Pinnacle |
| Gregory Ian Kamp | 2016 | 1991 - Bachelor of Business - Accountancy - - Queensland University of Technology ~ 2016 - Self Managed Superannuation Funds - - Pinnacle |
| Gregory Troy Bentley | 2016 | 1994 - Bachelor of Commerce - - University of Western Australia ~ 2012 - SMSF Specialist Advisor - - SMSF Association ~ 2015 - Self Managed Super Funds - - Pinnacle |
| Guy Danial Wuoti | 2016 | 2010 - Graduate Diploma of Chartered Accounting - - The Institute of Chartered Accountants in Australia ~ 2013 - Self Managed Super Funds Specialist Advisor Accreditation - - SPAA & The University of Adelaide |
| Haing LY Kaing | 2018 | 2012 - Bachelor of Commerce - - Deakin University ~ 2018 - Superannuation and Self Managed Superannuation Funds - - FEP |
| Haley Kate Tudor-harrop | 2018 | 2006 - Bachelor of Business in Accounting - - Swinburne University of Technology ~ 2009 - Chartered Accountant - - CA ~ 2018 - Self Managed Superannuation Funds - - Pinnacle |
| Henry NG | 1995 | 1980 - Bachelor of Commerce - - University of New South Wales ~ 1996 - Master of Taxation - - University of Sydney ~ 2000 - Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2015 - Diploma of Financial Planning - Skills Assessment (RG 146 compliance) - - Integretec |
| Holly Louise Bailey | 2016 | 2007 - Bachelor of Business - - Southern Cross University ~ 2013 - SMSF Specialist - - University of New South Wales ~ 2016 - SMSF Personal Advice - - Pinnacle |
| Hrisimir Borisov | 2016 | 2016 - FNS10 - RG146 Superannuation - - terra cordis |
| Ida Mary Muscat | 2018 | 2004 - Bachelor of Business (Accounting) - - Charles Sturt University ~ 2018 - Superannuation and Self Managed Superannuation Funds - - CPA Australia |
| Igor Roko Singgih | 2016 | 2005 - Diploma of Business and Commerce - - University of Technology, Sydney ~ 2007 - Bachelor of Business - - University of Technology, Sydney ~ 2014 - SMSF Specialisation Course - - University of New South Wales |
| Jacqueline Ivy Mcewan | 2018 | 2003 - Bachelor of Commerce - - University of Newcastle ~ 2017 - SMSF Personal Advice - - Pinnacle |
| Jacqueline Louise Alessi | 2018 | 2017 - FNSSMS501 - - Pinnacle ~ 2017 - FNSSMS505 - - Pinnacle ~ 2017 - FNSSMS601 - - Pinnacle ~ 2017 - FNSSMS602 - - Pinnacle ~ 2017 - FNSSMS603 - - Pinnacle |
| Jahangir Hossain | 2018 | 2003 - Bachelor of Business - - Edith Cowan University ~ 2016 - Diploma of Financial Planning - - Kaplan |
| James Matthew Fay | 2018 | 1988 - Bachelor of Financial Administration - - University of New England ~ 2015 - Self Managed Superannuation Funds - - CPA Australia ~ 2016 - Diploma of Financial Planning - - CPA Australia |
| James Philip Cameron Wilson | 2016 | 1985 - Bachelor of Economics - - University of Adelaide ~ 2016 - Diploma of Financial Planning - - Pinnacle Financial Services Academy |
| Janine Elizabeth Brumhead | 2016 | 1995 - Bachelor of Business - - RMIT ~ 2016 - Self Managed Super Funds - - Pinnacle |
| Jason Halliday | 2016 | 2004 - Bachelor of Commerce - - Griffith University ~ 2007 - Graduate Diploma of Chartered Accountants - - Institute Chartered Accountants ~ 2016 - Diploma of Financial Planning - - KAPLAN |
| Jason Robert Barbetti | 2016 | 2015 - SMSF Specialialisation - - UNSW |
| Jennifer Preston | 2017 | 2016 - SMSF Personal Advice - - Pinnacle |
| Jeremy Andrew Mohr | 2016 | 2001 - Bachelor of Commerce - - University of Southern Queensland ~ 2016 - Self Managed Super Funds - - Pinnacle |
| Jillian May Hutley | 2016 | 1997 - Bachelor of Business (Accounting) - - Central Queensland University ~ 2016 - Self Managed Superannuation Funds - - Pinnacle |
| Jiong Jing Chen | 2016 | 2004 - Bachelor of Commerce - - University of New South Wales ~ 2007 - Graduate Diploma of Chartered Accounting - - CA ~ 2013 - Master of Applied Taxation - - University of New South Wales ~ 2016 - SMSF Personal Advice - - Pinnacle |
| Joanne Maree Volling | 2018 | 2001 - Bachelor of Business (Accounting) - - Central Queensland University ~ 2003 - CPA Program - - Deakin University ~ 2016 - SMSF Personal Advice - - Pinnacle |
| Jodie Melanie Domenica Hutton | 2016 | 1996 - Bachelor of Commerce - - The University of Western Australia ~ 2003 - CPA - - CPA Australia ~ 2010 - Registered Tax Agent - - Tax Practitioners Board ~ 2014 - SSA Examination - - SMSF Association ~ 2015 - Diploma of Financial Planning - - CPA Australia |
| Joel Robert Humel | 2016 | 2013 - Diploma of Financial Services (Financial Planning) - - Kaplan |
| John Helmut Stankevicius | 2010 | 1987 - Bachelor of Economics (Accounting) - - Flinders University of South Australia ~ 2018 - Diploma of Financial Planning - - International Institute of Technology ~ 2018 - Principles in Self Managed Superannuation Funds - - International Institute of Technology |
| John Labib Yousef | 2018 | 2016 - RG146 - - CPA |
| John Marinos | 2016 | 1995 - Bachelor of Economics - - University New South Wales ~ 2005 - Master of Taxation - - The University of Sydney ~ 2016 - Diploma of Financial Planning - - Integrity Education Group ~ 2016 - Self-Managed Super Funds (SMSF) & Margin Lending (ML) - - Integrity Education Group |
| Joseph Henry Williams | 2018 | 2009 - Bachelor of Business - - QUT ~ 2013 - Graduate Diploma of Chartered Accounting (GradDip CA) - - CAANZ ~ 2018 - SMSF Personal Advice - - Pinnacle |
| Joshua Vagg | 2017 | 2006 - Bachelor of Business (Accounting) - - Charles Sturt University ~ 2017 - Provide advice for SMSF and Superannuation - - Pinnacle |
| Julian Robert Shimmin | 2017 | 2010 - Bachelor of Commerce - - Latrobe University Australia ~ 2013 - CPA - - CPA Australia ~ 2013 - Registered Tax Agent - - Tax Practitioners Board ~ 2016 - Diploma of Financial Planning - - CPA Australia ~ 2017 - Advising in SMSFs - - CPA Australia |
| Julie Anne Tilley | 2017 | 1998 - Bachelor of Business (Accounting) - - Monash University ~ 2003 - Graduate Diploma of Financial Planning - - Securities Institute ~ 2011 - SMSF Specialist Advisor - - SMSF Association ~ 2016 - Superannuation Adviser (Personal Advice) - - Mentor |
| Karan Mehta | 2016 | 2005 - Graduate Diploma of Applied Finance Investment - - Securities Institute ~ 2007 - Bachelor of Commerce - - University of Notre Dame ~ 2009 - CPA - - CPA Australia ~ 2015 - Self Managed Super Funds - - Pinnacle |
| Karen Maree Quagliata | 2016 | 2002 - Bachelor of Commerce - - The University of Southern Queensland ~ 2003 - Bachelor of Commerce - - University of Southern Queensland ~ 2004 - Certified Practicing Accountant - - CPA Australia ~ 2008 - CPA Public Practice - - Deakin University ~ 2012 - Diploma of Financial Planning - - International Institute of Technology ~ 2012 - Diploma of Financial Services (Financial Planning) - - IIT ~ 2012 - Securities - - Kaplan ~ 2013 - Self Managed Super Fund Course - - Kaplan |
| Karen Marie Gambles | 2006 | 1994 - Bachelor of Business - - University of Tasmania ~ 2006 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2018 - RG146 - - Terra Cordis |
| Kayleen Jarelle Walsh | 2016 | 2008 - Bachelor of Business (Finance/Accounting) - - Charles Sturt University ~ 2010 - CPA - - CPA Australia ~ 2015 - Diploma of Financial Planning - - CPA Australia Ltd ~ 2016 - Advising in SMSFs - - CPA Australia Ltd |
| Kenneth John Oglesby | 1998 | 2001 - CPA (Specialist in Financial Planning) - - CPA Australia ~ 2001 - Certified Financial Planner - - FPA ~ 2007 - Self Managed Super Fund Course - - Tribeca (Cert of Completion) ~ 2010 - Margin Lending - - Kaplan ~ 2010 - Securities - - Kaplan |
| Kerry Lee Turnbull | 2018 | 2004 - Bachelor of Commerce - - Deakin University ~ 2017 - Diploma of Financial Planning - - CPA ~ 2018 - Self Managed Superannuation Funds - - CPA |
| Kesh Ewan Maclachlan | 2016 | 2002 - Bachelor of Education - - Griffith University ~ 2008 - Master of Professional Accounting - - University of Southern Queensland ~ 2015 - Self Managed Super Funds - - Pinnacle |
| Kevin James Mottau | 2017 | 2004 - Bachelor of Business and Commerce - - Monash University ~ 2015 - Diploma of Financial Planning - - CPA ~ 2017 - Self Managed Superannuation Funds and Superannuation - - CPA |
| Khoi VU | 2018 | 1998 - Bachelor of Economics - - University of Adelaide ~ 2005 - Grad Dip Financial Planning - - Securities Institute of Australia ~ 2007 - CFP Porgram - - Financial Planning Association of Australia ~ 2018 - RG146 - Super, SMSF - - Financial Education Professionals |
| Kylie Robyn Anderson | 2016 | 1989 - Bachelor of Business - - Curtin University of Technology ~ 2016 - Self Managed Superannuation Funds - - Kaplan |
| LI Mae Loke | 2017 | 2006 - Diploma of Financial Services (Financial Planning) - - Response Learning ~ 2016 - Self Managed Superannuation Funds - - CPA Australia |
| Leesa Gae Watkins | 2018 | 1988 - Bachelor of Business - - Curtin University of Technology ~ 1992 - Certified Practising Accountant - - CPA Australia ~ 2018 - SMSF Personal Advice - - Pinnacle |
| Leonard Thomas Phillips | 2008 | 2000 - Bachelor of Commerce Accounting - - University of Southern Queensland ~ 2008 - Master of Personal Financial Planning - - University of Southern Queensland ~ 2018 - Self Managed Superannuation Funds - - Kaplan |
| Leonie Martin | 2017 | 1994 - Bachelor of Commerce - - Australian National University ~ 2016 - Foundations of Financial Planning and Superannuation and Retirement Planning - - Kaplan ~ 2017 - Self Managed Superannuation Funds - - Kaplan |
| Leschen Leah Smaller | 2017 | 1994 - Bachelor of Arts - - Bond University ~ 1994 - Bachelor of Commerce - - Bond University ~ 2017 - SMSF Personal Advice - - Pinnacle |
| Lin Ngoc Thai | 2016 | 1992 - Associate Diploma of Business (Accounting) - - TAFE New South Wales ~ 1995 - Bachelor of Business - - University of Technology, Sydney ~ 2013 - SMSF Specialisation Course - - UNSW ~ 2016 - Self Managed Superannuation Funds - - Pinnacle |
| Lisa Louise Evans | 2016 | 2011 - Bachelor of Accounting - - Central Queensland University ~ 2015 - Self Managed Super Funds - - Pinnacle |
| Lisa May Cuttriss | 2016 | 2015 - Self Managed Super Funds - - Pinnacle |
| Lynda May Logan | 2016 | 2004 - Bachelor of Commerce - - University of Southern Queensland ~ 2013 - Graduate Diploma of Chartered Accounting - - Institute of Chartered Accountants in Australia ~ 2014 - Certificate of Public Practice - - Institute of Chratered Accountants in Australia ~ 2016 - Diploma of Financial Planning - - Kaplan Professional |
| Marc Daniel Marino | 2016 | 1987 - Bachelor of Business - - Victoria College ~ 2013 - FNS10-RG146 - - Monarch Institute ~ 2021 - FASEA Financial Planning Exam - Other - FASEA |
| Maria Keszler | 2015 | 2007 - Bachelor of Business (Accoun ng) - - University of South Australia ~ 2015 - Diploma of Financial Planning - - Integrity Education Group ~ 2015 - Self-Managed Super Funds (SMSF) & Margin Lending (ML) - - Integrity Education Group |
| Marina Morena Abignano | 2016 | 2016 - Self Managed Superannuation Funds - - Pinnacle |
| Mark Jason Beer | 2017 | 2000 - Bachelor of Commerce - - The University of Western Sydney ~ 2017 - SMSF Personal Advice - - Pinnacle |
| Mark Penkethman | 2018 | 2008 - Masters of Taxation - - University of New South Wales ~ 2017 - RG146 - - Mentor |
| Mark Scott | 2016 | 2008 - Bachelor of Applied Finance - - Macquarie University ~ 2008 - Bachelor of Commerce - - Macquarie University ~ 2015 - Master of Taxation - - University of New South Wales ~ 2016 - RG146 Licensing Compliance: Self Managed Superannuation Funds - - FEP ~ 2016 - RG146 Licensing Compliance: Superannuation Funds - - FEP |
| Mark Thomas Charter | 2016 | 1993 - Bachelor of Financial Administration - - The University of New England ~ 2016 - SMSF Personal Advice - - Pinnacle |
| Mark Zlokich | 2018 | 2011 - Graduate Diploma (ICAA) - - The Institute of Chartered Accountants in Auatralia ~ 2013 - Master of Applied Taxation - - University of New South Wales ~ 2014 - Diploma Financial Planning - Financial Advice - - Deakin Prime ~ 2014 - Diploma Financial Planning - Superannuation - - Deakin Prime ~ 2018 - SMSF Adviser RG 146 - - Mentor Education |
| Mary Elizabeth Stephens | 2016 | 1984 - Bachelor of Business - - Darling Downs Institute of Advanced Education ~ 1987 - Chartered Accountant - - Institute of Chartered Accountants ~ 2016 - Self Managed Super Funds - - Pinnacle |
| Mathew Terence Hogan | 2017 | 2017 - Superannuation & SMSFs - - Kaplan |
| Matthew John Dryden | 2016 | 1998 - Bachelor of Business (Accountancy) - - QUT ~ 2016 - Self Managed Super Funds - - Pinnacle |
| Megan Anne Mann | 2016 | 1998 - Advanced Diploma of Accounting - - Tafe NSW ~ 2014 - SMSF Specialist Advisor - - SMSF Association |
| Mei Yuen TU | 2017 | 2006 - Bachelor Of Commerce - - Monash University ~ 2010 - Graduate Diploma - - ICAA |
| Michael Keith Grimwood | 2016 | 2002 - Bachelor of Commerce - - Victoria University ~ 2015 - SMSF Personal Advice Course - - Pinnacle Financial Services Academy |
| Michael Lee Hansen | 2018 | 1993 - Bachelor of Business (Accountancy) - - Queensland University of Technology ~ 2018 - Self Managed Superannuation Funds - - Pinnacle |
| Michael Risoli | 2018 | 2001 - Bachelor of Business (Accountancy) - - RMIT ~ 2016 - Financial Services Training Package - - Terra Cordis |
| Michael Yang | 2017 | 2006 - Bachelor of Business Accounting - - University of Western Sydney ~ 2009 - Diploma of Financial Planning - - Mentor Education ~ 2010 - Master of Commerce Financial Planning - - University of Western Sydney ~ 2017 - SMSF Personal Advice - - Pinnacle |
| Michelle Maree Civitarese | 2016 | 2005 - Bachelor of Business - - University of Sunshine Coast ~ 2012 - RG146 - - Terra Cordis |
| Michelle Sangeeta Prasad | 2016 | 2000 - Bachelor of Commerce - - The University of Western Sydney ~ 2016 - Self Managed Superannuation Funds - - Pinnacle |
| Neeraj Vats | 2018 | 2004 - Master of Practising Accounting - - Monash University ~ 2012 - Master of Taxation - - The University of Melbourne ~ 2017 - Diploma of Financial Planning - - International Institute of Technology ~ 2018 - Principles of Self Managed Superannuation Funds - - International Institute of Technology |
| Neetu Shankar | 2018 | 2007 - Bachelor of Business (Accounting) - - Western Sydney University ~ 2017 - RG146 - - Pinnacle |
| Neil Charles Radford | 2016 | 2004 - Bachelor of Commerce - - QUT ~ 2016 - SMSF Personal Advice Course - - Pinnacle Financial Services Academy |
| Nichiolas Hugh Brinkley | 2016 | 2001 - Bachelor of Commerce - - The Australian National University ~ 2003 - Bachelor of Laws - - The Australian National University ~ 2016 - Self Managed Super Funds - - Pinnacle |
| Nicholas Edward Barwell | 2016 | 2002 - Bachelor of Commerce - Accounting - - Macquarie University ~ 2016 - Diploma of Financial Planning - - Kaplan ~ 2016 - Self Managed Superannuation Funds - - Kaplan |
| Nicole Michelle Jarrett | 2018 | 2013 - Bachelor of Accounting - - University of South Australia ~ 2017 - Chartered Accountant - - Chartered Accountants Australia & New Zealand |
| Nigel George Keating | 2017 | 2009 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2010 - SMSF Compliance - - Kaplan ~ 2014 - SMSF Auditor - - ASIC ~ 2017 - RG146 - - Pinnacle |
| Noelia Custodio Pinto | 2012 | 1994 - Bachelor of Commerce - - ANU ~ 2003 - Graduate Diploma in Company Secretarial Practice - - Chartered Secretaries Australia ~ 2007 - Diploma of Financial Services - - PS146 Training Aust ~ 2008 - SMSF Specialist Adviser - - SMSF Association |
| Patrick Donald Mcstay | 2017 | 2005 - Bachelor of Commerce - - University of New South Wales ~ 2005 - Bachelor of Commerce in Accounting and Finance - - The University of New South Wales ~ 2007 - Chartered Accountant - - The Institute of Chartered Accountants in Australia ~ 2016 - RG146 - - AAMC Training Group ~ 2016 - SMSF Course - - AAMC Training Group |
| Paul David Perry | 2016 | 1994 - Bachelor of Business - - Swinburne University ~ 2016 - Self Managed Superannuation Funds - - Pinnacle |
| Paul Mackereth | 2022 | 2013 - Bachelor of Commerce (Financial Planning Major) - Bachelor Degree (AQF 7) - Deakin University ~ 2021 - Ethics and Professionalism in Finacial Advice - Bridging Course - Ethics - Kaplan |
| Peter Darlington | 2003 | 1979 - Diploma - COMMERCE ACCOUNTING PROCEDURES CERTIFICATE - - DFEPARTMENT OF TECHNICAL AND FURTHER EDUCATION NSW ~ 1986 - Bachelor Degree - Business - - MITCHELL COLLEGE OF ADVANCED EDUCATION ~ 2003 - Certificate - Policy Statement Knowledge Assessment - - LIFESPAN FINANCIAL PLANNING ~ 2004 - Certificate - Tribeca Self Managed Superannuation Funds - - TRIBECA ~ 2013 - SMSF Specialisation Course - - UNSW |
| Philip Nigel Keegan | 2017 | 2001 - Bachelor of Commerce - Accounting - - Macquarie University ~ 2009 - Masters of Taxation - - The University of New South Wales ~ 2016 - SMSF Personal Advice - - Pinnacle |
| Prabu Ned | 2018 | 2010 - Master of Accounting - - Victoira University ~ 2018 - Diploma of Financial Planning - - Kaplan |
| Pradeep DE Silva | 2016 | 2014 - Diploma of Financial Services - - AAMC ~ 2019 - RG146 - - Financial Education Professional |
| Rachel Phelan | 2017 | 2007 - Bachelor of Commerce - - University of Ballarat ~ 2015 - SMSF Personal Advice - - Pinnacle |
| Rachelle Heather Wilson | 2015 | 2009 - BCom - - USQ ~ 2012 - GradDipCA - - ICAA ~ 2014 - Certificate of Public Practice - - ICAA ~ 2015 - RG1466 - - Pinnacle Financial Services Academy |
| Raymond Joseph Khalil | 2017 | 2012 - Bachelor of Commerce - - Macquarie University ~ 2016 - SMSF Personal Advice - - Pinnacle |
| Regina Karen Davidson | 2016 | 1998 - Bachelor of Financial Administration - - University of New England ~ 2016 - Self Managed Super Funds - - Pinnacle |
| Richard Paul Heckendorf | 2016 | 1990 - Bachelor of Business (Accounting) - - Avondale College ~ 2014 - SMSF Personal Advice Course - - Pinnacle Financial Services Academy |
| Robert Charles Richards | 2016 | 2016 - SMSF Personal Advice - - Pinnacle |
| Robert Saade | 2016 | 2006 - Bachelor of Business (Accounting) - - Australian Catholic University ~ 2011 - Graduate Diploma of Chartered Accounting - - Institute of Chartered Accountants in Australia ~ 2015 - Self Managed Superannuation Funds - - Pinnacle |
| Rocco Michele Fazari | 2010 | 2011 - SMSF Specialist Advisor - - Self-Managed Superfund Professionals of Australia ~ 2014 - Diploma Of Financial Planning - - International Institute of Technology |
| Rodney Taylor | 2016 | 1992 - Bachelor of Business - Bachelor Degree (AQF 7) - LaTrobe University ~ 1996 - CPA Program - Graduate Certificate (AQF 8) - CPA Australia ~ 2016 - RG 146 - - IIT Learning |
| Ronald William Elston | 2016 | 1956 - Bachelor of Commerce - - University of Canterbury |
| Rowena Whittle | 2016 | 1983 - Bachelor of Commerce - - The University of New South Wales ~ 2016 - Diploma of Financial Planning - - Kaplan |
| Ruth Ellen Slade | 2016 | 1995 - Bachelor of Business - - Queensland University of Technology ~ 2006 - Graduate Certificate in Financial Planning - - Financial Services Institute of Australasia ~ 2013 - Certificate of Public Practice - - Institute of Chartered Accountants Australia |
| Sally Simone Teschendorff | 2016 | 1996 - Bachelor of Business - - RMIT ~ 2000 - Chartered Accountant - - CANNZ ~ 2016 - RG146 - - KAPLAN |
| Salvatore Marzano | 2016 | 2004 - Graduate Diploma of Chartered Accounting - - ICAA ~ 2008 - Graduate Diploma of Financial Planning - - Finsia ~ 2016 - Self Managed Superannuation Funds - - Pinnacle |
| Samuel Horsman | 2016 | 2003 - Bachelor of Commerce - - University of Tasmania ~ 2016 - Diploma of Financial Planning - - Kaplan Professional |
| Samuel John Geilings | 2016 | 2007 - Bachelor of Commerce - - LaTrobe University |
| Samuel Yip | 2000 | 2009 - Certificate IV in Financial Services (Finance/Mortgage Broking) - - AAMC Training Group ~ 2011 - Diploma of Financial Services (Financial Planning) - - Pinnacle |
| Sang-a Lee | 2018 | 2002 - Bachelor of Commerce - - University of New South Wales ~ 2015 - Diploma of Financial Planning - - Monarch ~ 2015 - Self Managed Superannuation Funds - - Monarch |
| Sarah Lorraine Keily | 2017 | 2009 - Bachelor of Business (Accounting & Financial Planning) - - University of the Sunshine Coast ~ 2017 - SMSF Personal Advice - - Pinnacle |
| Scott Anthony Abraham | 2016 | 1995 - Bachelor of Business Accounting - - Charles Sturt University ~ 1998 - Chartered Accountant - - Institute of Chartered Accountants ~ 2016 - Self Managed Super Funds - - Pinnacle |
| Scott O'neill | 2018 | 2016 - Insurance - - CPA ~ 2017 - Advising in SMSFs - - CPA ~ 2017 - Superannuation - - CPA |
| Scott Robert Lindqvist | 2018 | 1997 - Bachelor of Accountancy - - University of South Australia ~ 2018 - Diploma of Financial Planning - - Kaplan |
| Seamus Fennelly | 2009 | 2008 - Diploma of Financial Planning - - Sydney Institute of TAFE ~ 2008 - Diploma of Financial Services (Specialisation- Principles of Investment Planning, Risk Management, R - - International Institute of Technology (IIT) ~ 2009 - Advanced Diploma of Financial Planning - - International Institute of Technology (IIT) ~ 2009 - Certificate IV in Financial Services (Finance/ Mortgage broking) - - Archer College ~ 2011 - Masters of Business and Commerce (finance specialisation) - - UWS |
| Sean Robert Howells | 2017 | 2007 - Bachelor of Business (Accounting) - - University of Western Sydney ~ 2014 - Diploma in Financial Services - - Pinnacle Financial Services Academy ~ 2017 - Diploma of Financial Planning - - International Institute of Technology |
| Sebastian DE Ligt | 2018 | 2010 - Bachelor of Business and Commerce (Accounting) - - Monash University ~ 2018 - Self Managed Superannuation Funds - - Pinnacle |
| Selma Krcic | 2018 | 2007 - Bachelor of Commerce - - UNSW ~ 2018 - Full Diploma -Tier 1 - - Financial Education Professionals |
| Shane David Teakle | 2003 | 1995 - Bachelor of Business - Bachelor Degree (AQF 7) - Deakin Universtity ~ 2016 - Advanced Dipolma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN Professional |
| Sheridan Mcdonald | 2017 | 1999 - Bachelor of Commerce - - UWA ~ 2012 - Diploma of Australian Taxation Law - - The Tax Institute ~ 2016 - SMSF Personal Advice - - Pinnacle |
| Sophie Kate Poke | 2017 | 2005 - Bachelor of Commerce - - University of Tasmania ~ 2014 - Superannuation and Self-Managed Superannuation Funds - - Kaplan |
| Stacey Anne Mcdiven | 2018 | 2011 - Bachelor of Business - - RMIT ~ 2018 - Advising in SMSFs - - CPA Australia ~ 2018 - Superannuation - - CPA Australia |
| Stephen Vincent Paino | 2016 | 2005 - Bachelor of Commerce - - Curtin University of Technology ~ 2016 - SMSF Personal Advice Course - - Pinnacle Financial Services Academy |
| Steven John Macdonald | 2016 | 1998 - Bachelor of Business (Accounting) - - Edith Cowen University ~ 2010 - Diploma in Financial Services (Financial Planning) - - Deakin University ~ 2016 - Self Managed Super Funds - - Pinnacle |
| Stewart Myles Mckenzie-fowle | 2016 | 1990 - Bachelor of Business - - Brisbane College of Advanced Education ~ 1996 - Master of Commerce - - Queensland University of Technology ~ 2016 - SMSF Personal Advice - - Pinnacle |
| Susan Ann Thomas | 2018 | 2012 - Certificate in Foundation Tax - - The Tax Institute ~ 2013 - Certificate in Applied Tax - - The Tax Institute ~ 2018 - SMSF Personal Advice - - Pinnacle |
| Syed Muhammad Ali Jafri | 2018 | 2018 - Diploma of Financial Planning - - Integrity Education Group |
| Tanya Marie Nissen | 2003 | 1994 - Bachelor of Commerce - - The University of Western Australia ~ 2002 - Diploma of Superannuation Management - - ASFA ~ 2017 - SMSF Personal Advice - - Pinnacle |
| Tanya Marie Read | 2016 | 2016 - Self Managed Superannuation Funds - - Pinnacle |
| Taranjeet Singh | 2017 | 2008 - Master of Professional Accounting - - University of Western Sydney ~ 2016 - SMSF Personal Advice - - Pinnacle |
| Tasha Lee Hungerford | 2018 | 1997 - Bachelor of Commerce - - University of Queensland ~ 2018 - SMSFPA - - Pinnacle |
| Tetsu Watanabe | 2018 | 2018 - Superannuation and Self Managed Superannuation Funds - - FEP |
| Theresa Allery | 2016 | 1999 - Bachelor of Business- Accounting - - Griffith University ~ 2002 - Graduate Diploma ICAA - - Institute of Chartered Accountants Australia ~ 2007 - Master of Applied Taxation - - University of NSW ~ 2016 - Diploma of Financial Planning - - KAPLAN |
| Tiffani Anne North | 2016 | 2016 - SMSF Personal Advice Course - - Pinnacle Financial Services Academy |
| Timothy Traves Finlayson | 2016 | 1992 - Bachelor of Business - - The University of New England ~ 2016 - Self Managed Superannuation Funds - - Pinnacle |
| Tomoko Mitsui | 2016 | 2007 - Bachelor of Commerce - - University of Notre Dame ~ 2011 - Certified Practising Accountant - - CPA ~ 2016 - RG146 - - AAMC Training Group |
| Tony Tao | 2018 | 2016 - RG146 - - Financial Education Professionals |
| Trina Gebhard-anderson | 2016 | 2001 - Bachelor of Commerce - - University of Newcastle ~ 2005 - Certified Practicing Accountant - - CPA ~ 2005 - Personal Financial Planning and Self Managed Super Funds - - CPA ~ 2012 - Diploma of Financial Planning - - AAMC Training |
| Troy Bradley Dobson | 2016 | 1998 - Bachelor of Commerce (Accounting) - - University of Western Sydney ~ 2016 - Self Managed Superannuation Funds - - Kaplan |
| Troy Tatam | 2015 | 2014 - Advanced Diploma of Financial Services - - Pinnacle Serviecs Academy ~ 2014 - Diploma of Financial Planning - - Pinnacle Services Academy |
| Valerie Weung Young Yuen | 2017 | 2008 - Bachelor of Commerce - Accounting - - Macquarie University ~ 2016 - SMSF Personal Advice - - Pinnacle |
| Vanessa Elaine Rae | 2016 | 2016 - Diploma of Financial Planning - - Kaplan |
| Vinay Kumar Arora | 2017 | 1991 - Bachelor of Commerce - - Guru Nanak Dev University, India ~ 2016 - SMSF Personal Advice - - Kaplan |
| Xiaojing Liu | 2017 | 2009 - Master of Accounting and Finance - - The University of Adelaide ~ 2016 - SMSF Personal Advice - - Pinnacle |
| Xiaoli Wang | 2018 | 2004 - Bachelor of Commerce - - University of Melbourne ~ 2004 - Master of Accounting - - Central Queensland University ~ 2018 - RG146 - - Terra Cordis |
| Xue Bai | 2017 | 2017 - Self Managed Superannuation Funds - - Pinnacle |
| YI Tong | 2018 | 2016 - Diploma of Financial Planning - - International Institute of Technology ~ 2016 - RG146 Specialist SMSF Course - - International Institute of Technology |
| Zhongxiang Xie | 2017 | 2010 - Superannuation and Retirement Planning - - Kaplan ~ 2017 - Provide advice for SMSF and Superannuation - - Pinnacle |
| Zhuoxi LI | 2018 | 2012 - Bachelor of Commerce - - University Of Sydney ~ 2015 - Diploma of Financial Planning - - Kaplan ~ 2018 - SMSFPA - - Pinnacle |
| Zoe Redman | 2016 | 2014 - SMSF Specialisation Course - - UNSW and ICAA ~ 2016 - UNSW SMSF Specialisation Program - - UNSW |