Smsf Advisers Network Pty ltd

AFS License Number
430062
Name
Smsf Advisers Network Pty ltd
ABN/ACN/ARBN
64155907681
Licensee issued
Feb. 1, 2013
Address
South Melbourne, 3205, VIC

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;
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.

Location

Advisers

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 Hoffman 2016 1988 - Bachelor of Commerce - - The University of Queensland ~ 1988 - Bachelor of Commerce - - University of Queensland ~ 1996 - Bachelor of Laws - - The University of Queensland ~ 2003 - Investment Planning, Risk Management - - Kaplan ~ 2016 - Accountants Essential Advice - - Integrity Education Group ~ 2016 - Financial Planning, Super'n & Retirement Planning, SMSF Core Course - - IEG & DBA Butler ~ 2016 - SMSF Core Course - - DBA Network ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 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
 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
 Elizabeth Jean Hovasapian 2016 2002 - Bachelor of Business (Accounting) - - Central Queensland University ~ 2005 - CPA - - CPA Australia ~ 2013 - Diploma of Financial Planning - - Pinnacle Financial Services Academy Pty Ltd ~ 2014 - SMSF Specialisation - - CPA Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 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
 Matthew Trevor Collins 2003 1994 - Bachelor of Commerce - - University of Western Sydney ~ 2000 - Graduate Diploma in Financial Planning - - Securities Institute ~ 2018 - SMSF Personal Advice - - Pinnacle
 Megan Anne Mann 2016 1998 - Advanced Diploma of Accounting - - Tafe NSW ~ 2014 - SMSF Specialist Advisor - - SMSF Association
 Mei Yong WU 2016 1994 - Bachelor of Business - - Swinburne University of Technology ~ 2016 - Certificate of Public Practice - - Chartered Accountants Australia & New Zealand ~ 2016 - Diploma of Financial Planning - - Kaplan Professional
 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
 Sharon Elizabeth Roberts 2018 1993 - Bachelor of Commerce - - The University of Newcastle ~ 1995 - Chartered Accountant - - CA ~ 2018 - Master of Taxation - - Curtin University ~ 2018 - SMSF Personal Advice - - Pinnacle
 Sheridan Mcdonald 2017 1999 - Bachelor of Commerce - - UWA ~ 2012 - Diploma of Australian Taxation Law - - The Tax Institute ~ 2016 - SMSF Personal Advice - - Pinnacle
 Simon Joseph Strawbridge 2016 1991 - Bachelor of Business - - Curtin University of Technology ~ 2016 - Self Managed Superannuation Funds - - 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
 Steven Victor Sherrah 2016 2017 - Super & SMSF Specialist CPD - - Financial Education Professional
 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
 Tracey Casinelli 2018 1995 - Bachelor of Business (Accounting) - - Charles Sturt University ~ 2005 - RG146 - - Tribeca
 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
 Wayne David Brehmer 2016 1990 - Bachelor of Business - - Queensland University of Technology ~ 2016 - Self Managed Superannuation Funds - - Pinnacle
 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