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 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