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