State Super Financial Services Australia Limited

AFS License Number
238430
Name
State Super Financial Services Australia Limited
ABN/ACN/ARBN
86003742756
Licensee issued
Feb. 16, 2004
Address
Sydney, 2000, NSW

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;
derivatives;
foreign exchange contracts;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
securities; and
superannuation;
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
derivatives;
foreign exchange contracts;
interests in managed investment schemes limited to:
own managed investment scheme only; and
superannuation; and
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
foreign exchange contracts;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
securities; and
superannuation; and
operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
schemes which only hold the following types of property:
financial assets;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Adam Nash1998Certified Financial Planner - Deakin University/Financial Planning Association ~ Diploma of Financial Planning - Deakin University/Financial Planning Association
 Adam Stanley Braye2002Diploma of Financial Planning - FPA
 Adrian John O'donnell2018Bachelor of Business - Swinburne University ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Akriti Suri2018Bachelor of Commerce - The Australian National University ~ Diploma of Financial Planning - Monarch Institute
 Amanda Balcombe2007ADFP - Tribeca ~ CFP - FPA
 Andrej Vejnovic2011Advanced Diploma of Financial Services (Financial Planning) (Qualification) - Pinnacle Financial Services Academy Pty Ltd ~ Bachelor of Business (Econmics & Finance) - University of Western Sydney ~ Certificate IV in Mortgage Broking and Finance - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd
 Andrew Csordas2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Finance - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Andrew James Beer2018Bachelor of Business Studies - Charles Sturt University ~ Diploma of Financial Planning - Kaplan Professional
 Andrew John Hanley2016Bachelor of Business (Accountancy) - RMIT ~ Diploma of Financial Services (Financial Planning) - Holmesglen Institute of TAFE
 Andrew Joseph Donachie2005Bachelor of Commerce - Deakin University ~ Graduate Diploma of Applied Finance and Investment - Securities Institute Education ~ Graduate Diploma of Financial Planning - Securities Institute Education
 Andrew Kevin William Saikal-skea2015Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Master of Arts (Social Sciences) with Honours - University of Glasgow
 Anisha Natalie Urudra2014Bachelor of Commerce - The University of Melbourne ~ Diploma of Financial Planning - Kaplan
 Anna Lawton2008Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Arts - Deakin University ~ Bachelor of Science - Deakin University ~ Diploma of Financial Services (Financial Planning) - FINSIA
 Anthony Broad2009Bachelor of Economics - Newcastle University
 Anthony Dowle2018Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Anthony Mihaljek2007Diploma of Financial Services (Financial Planning) - FINSIA ~ Master of Commerce (Financial Planning) - University of Western Sydney
 Anthony Neil Tabrah2015Advanced Diploma of Financial Planning - Investment Banking Institute ~ Bachelor of Business (Banking and Finance) - Victoria University ~ Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Monash Institute
 Anthony Oppedisano2001Bachelor of Applied Finance - Macquarie University ~ Graduate Diploma of Financial Planning - Securities Institute of Australia (now Finsia)
 Anwar Raslan2002Bachelor of Economics - University of Adelaide ~ Certified Financial Planner - Deakin University ~ Graduate Diploma in Applied Finance and Investment - FINSIA ~ Master of Business Administration - University of the Sunshine Coast ~ Master of Financial Planning - University of the Sunshine Coast
 Arulnithi Nallusamy2017Bachelor of Business - La Trobe University
 Barbara Booth2008Certificate in Financial Markets - Securities Institute of Australia ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association
 Belinda Lynch2009Graduate Certificate of Commerce (Financial Planning) - University of Western Sydney
 Ben Allen2008Bachelor of Business Finance and Business - Charles Stuart University ~ DFP - Kaplan
 Ben Willard2002Bachelor of Commerce (Management) - University of Western Sydney ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia
 Bertrand Henri Bouchez2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan Professional
 Blake Mitchell Cullen2014Bachelor of Commerce (Financial Planning & Marketing) - University of Wollongong ~ Certified Financial Planner - Financial Planning Association
 Bonny Daniele2006Bachelor of Business (Financial Planning) - RMIT ~ Certified Financial Planner - Financial Planning Association
 Both Chan2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - Macquarie University ~ Diploma of Financial Services (Financial Planning) - Kaplan Education
 Bradley Robert Mcnaught2003Bachelor of Business Economics and Finance - RMIT University ~ Certified Financial Planner - Financial Planning Association
 Bruce Dunwoodie2013Bach Admin (Fin) - Griffith University ~ Dip FP - ASFA
 Buddhika Wickramaratna2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Banking and Finance) - University of Canberra ~ Bachelor of Economics - University of Canberra
 Cain Laoumtzis2006Bachelor of Business (Financial Planning) - RMIT
 Caine William Parbery2018Bachelor of Commerce (Financial Planning) - University of Wollongong
 Cameron Stewart1992Certified Financial Planner - Financial Planning Asssociation ~ Diploma of Financial Planning - Financial Planning Association
 Cecilia Chow1997BSc - Brigham Young University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ MBA - Brigham Young University
 Chelsea Ann Peard2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Mortgage & Finance Association of Australia (MFAA) ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - AMP Limited
 Cherryce Rodowsky2017Advanced Diploma of Financial Planning - Integrity Education Group Pty Ltd ~ Diploma of Financial Planning - Kaplan ~ Master of Applied Finance - Kaplan
 Chikonde Chiko Kambikambi2015Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce (Economics, Finance & Financial Planning) - Deakin University ~ Diploma of Commerce - Melbourne Institute of Business & Technology
 Chris James Whiteford2008Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd ~ Bachelor of Economics - Macquarie University ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd
 Chris Liando2011Bachelor of Commerce - University of Wollongong
 Chris Wlodarczyk2012Bachelor of Finance - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Chrisanthy Kamaras2009Advanced Dipolma in Financial Services - Pinnacle Financial Services Academy ~ Dipolma in Financial Services - Pinnacle Financial Services Academy
 Christelle Murr2017Bachelor of Business - University of Technology, Sydney ~ Diploma of Financial Planning - Kaplan
 Christian Lotter2010Bachelor of Commerce - University of Wollongong ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Mentor Education
 Christopher David Keating2011Bachelor of Finance - The University of Newcastle Australia ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional Education ~ FNS60404 - Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Christopher Davy2009Bachelor of Business (Finance) - Southern Cross University ~ Diploma of Financial Services (Financial Planning) - KAPLAN
 Christopher Goutziotis2018Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (International Trade) - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia
 Christopher John Manwaring1998CFP - Deakin University ~ Diploma of Financial Planning - FPA
 Christopher Murray Suters2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - Bond University ~ Certificate Four in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Clare Elizabeth Caton2017Advanced Diploma of Financial Planning - KAPLAN ~ Bachelor of Business in Tourism - Southern Cross University ~ Diploma of Financial Planning - KAPLAN ~ Graduate Certificate in Financial Planning - Finsia ~ Tier 1 Derivatives - Personal Advice - KAPLAN
 Claus Gustav Merck2001Master of Business Administration - University of Technology Sydney (UTS) ~ Master of Business in Finance - University of Technology Sydney (UTS)
 Clint Groenmeyer2012Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Corinne Elizbeth Mir2013Bachelor of Commerce - University of New South Wales ~ Diploma of Financial Planning - Pinnacle Financial Services Academy
 Corrina Dunne1997Bachelor of Arts - University of Newcastle ~ Certified Financial Planner - Deakin University ~ Diploma of Financial Planning - Deakin University
 Craig Hardy2010ADFP - Kaplan
 Danae Lee Lacey2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Certificate in Financial Services - University of New England ~ Master of Financial Services - University of New England
 Daniel Cheung2000Advanced Diploma of Financial Services - Kaplan ~ Bachelor Of Commerce - University of Western Sydney ~ Certified Financial Planner - FPA
 Daniel Crump2005Bachelor of Business (Finance/ Legal Studies) - Charles Sturt University ~ CFP - FPA ~ Diploma of Financial Planning - FPA
 Daniel James Robertson2007Bachelor of Accounting - University of South Australia ~ Bachelor of Business (Economics & Finance) - RMIT ~ Certified Financial Planner - FPA ~ Master of Business (Financial Planning) - RMIT
 Danielle Martin2004Diploma Financial Planning - Financial Planning Association
 Danny Wong2010Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Diploma of Financial Planning - Securities Institue of Australia
 Darius Hantu2001Diploma in Finacial Planning - Deakin University ~ Master of Management - MGSM
 David Barton2010Diploma in Financial Markets - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan
 David Darch1990CFP (Certified Financial Planner) - FPA ~ Diploma of Financial Planning - Deakin University FPA
 David Gray2011Bachelor of Commerce - Australian National University ~ Diploma of Financial Planning - RG146 Training Australia
 David Howie2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Arts - Victoria University of Technology
 David Ladeira2009ASX Listed Products Adviser (ALPA) Program - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce - University of Wollongong ~ Certified Financial Planner - FPA ~ DPML Margin Lending - Pinnacle Financial Services Academy
 David Marginson2012Accredited Aged Care Professional - Aged Care Steps Pty Ltd ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - University of Melbourne ~ Certified Financial Planner - Financial Planning Association ~ Master of Business Administration - University of Melbourne
 David Mcneill2018Diploma of Financial Planning - FPA
 David Selby2012Advanced Diploma in Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Mentor Training Group
 Deanne Lesley Poort2011Advanced Diploma Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Deborah Mitchell2004Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Deborah Short2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Dominic Andrew Jonathan Brown2009Diploma of Finanical Services (Financial Planning) - Pinnacle Finanical Services Academy
 Dominique Louise Gale2018Bachelor of International Business - University of Canberra ~ Diploma of Financial Planning - Mentor Education
 Ekta Ashokkumar Lalwani2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Elena Konstantinov2010Bachelor of Business (Financial Planning) - RMIT University ~ Master of Finance with Distinction - RMIT University
 Elise Hall2015Advanaced Diploma of Financial Planning - Kaplan
 Elizabeth Ann Miller2018Bachelor of Commerce - University of Canberra
 Emeraan Dhanshe2006Advanced Diploma of Financial Services (Financial Planning) - GWM Adviser Services Ltd t/as Advice Education ~ Bachelor of Business (Banking and Finance) - Monash University
 Emmanuel Andreopoulos2000Certified Financial Planner - Financial Planning Association of Australia ~ Diploma in Financial Services (Financial Planning) - Pinnacle ~ Diploma of Financial Planning - Financial Planning Association (FPA)
 Enis Erman Vural2013Bachelor of Business (Banking & Fianance) - Monash University ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Fernanda Havea2009Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Graduate Certificate in Financial Planning - Charles Sturt University ~ Master of Applied Finance (Financial Planning) - Charles Sturt University
 Fiona Kent2002Bachelor of Economics - University of Western Sydney ~ Certified Financial Planner - Financial Planning Association ~ Graduate Diploma of Financial Planning - Securities Institue of Australia
 Geoff Kaye2002Certified Financial Planner - FPA / Deakin University ~ Diploma of Financial Planning - FPA / Deakin University
 Geoffrey Mutton1999Bachelor of Commerce - Monash University ~ Certificate of Superannuation Management - ASFA ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA
 Gillian Dowell2002Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Economics - The University of Sydney ~ Diploma of Financial Services (Financial Planning) - AMP Financial Services
 Gordon Wallace2017Diploma of Financial Services (Financial Planning) - MLC Advice Education
 Graeme William Finney2018Graduate Certificate in Financial Planning - Griffith University
 Graham Cotter2011Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Charles Sturt University ~ Graduate Certificate in Finance - Charles Sturt University ~ Margin Lending & Geared Investments - Kaplan ~ Master of Applied Finance - Charles Sturt Finance
 Gregory James Weeks2013Bachelor of Commerce (Financial Planning) - University of Wollongong
 Gus William Eric Flack2009Bachelor of Commerce - Applied Finance (Financial Planning) - University of Wollongong
 Guy Mahony2003CFP - Deakin University
 Hebatalla Sohail Saad Moustafa Salama2018Bachelor of Commerce - University of Wollongong ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Finance - University of Wollongong
 Henriette Scheffer2012Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Postgraduate Diploma in Financial Planning - University of the Free State (South Africa)
 Huseyin (david) Yaman2018Bachelor of Business (Management) - University of Western Sydney ~ Diploma of Financial Planning - Monarch Institute ~ Master of Aplied Finance - Kaplan Higher Education
 Ian Purse1997Bachelor of Business - University of Technology, Sydney ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - FPA
 Ibrahim Ibrahim2007Advanced Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Bachelor of Commerce - University of Wollongong ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Self Managed Superannuation Funds - Kaplan Education Pty Ltd
 Ivan Simun Jukic2018Bachelor of Commerce (Economics & Finance) - Deakin University ~ Diploma of Financial Services (Financial Planning) - AMP Financial Planning Pty Ltd (RTO)
 Jack Hammill1990Advanced Diploma Financial Services (Financial Planning) - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology
 Jacobus Vlok2017Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - International Institute of Technology
 Jake Smith2012Bachelor of Financial Advising - University of Western Sydney (UWS) ~ Diploma of Financial Services (Financial Planning) - TAFE NSW - St George College
 James DE Petra2012Bachelor of Commerce - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan
 James Kevin Broad2004Advanced Diploma of Financial Services - Kaplan ~ Bachelor of Finance - Newcastle University ~ Diploma of Financial Services - Tribeca ~ Graduate Diploma in Financial Management - The University of New England
 Jane Maree Larkin2002Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Diploma of Financial Services (Financial Planning) - ThreeSixty
 Janet Anne Heron1998Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Janine Varughese1996Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning - Financial Planning Association
 Jarrod Cameron Pye2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - ThreeSixty
 Jason John Burnell2006Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Master of Commerce (Financial Planning) - University of Western Sydney
 Jason Paul Gay2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Economics - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Professional Accounting - University of Newcastle
 Jeffrey Khoury2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Accounting - University of South Australia ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education
 Jennifer Katherine Heenan2008Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Certified Financial Planner - Financial Planning Association ~ FPA SMSF Borrowings Specialist Adviser Education Program - Financial Planning Association ~ Self Managed Superannuation Funds - Kaplan Professional ~ TASA and the TPB Code of Professional Conduct - Kaplan Professional
 Jennifer Robyn Langton2013Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Jerry Kakolyris2008Advanced Diploma of Financial Services (Financial Planning) - Holmesglen Institute ~ Bachelor of Business in Business Information Systems - RMIT University ~ Diploma of Financial Services (Financial Planning) - Holmesglen Institute
 Jessica Anne Andrews2018Diploma of Financial Planning - Kaplan Professional
 Jessica Anne Mitchell2018Bachelor of Business and Commerce (Economics and Finance) - University of Western Sydney ~ Diploma of Financial Planning - Kaplan Professional
 Jessie Crozier2014Diploma of Financial Planning - Monarch Institute
 Jia Tang2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Commerce (Finance) - Univeristy of NSW
 Jie Huang2012Advanced Diploma of Financial Services (Financial Planning) - International Institution of Technology ~ Certified Financial Planner (CFP) Certification - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - CPA ~ Master of Commerce - University of Sydney
 Joel Jarrod Briggs2010Bachelor of Finance - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan
 John Buchhorn2007B.Bus. - NSW Institute of Technolgy (UTS) ~ CFP - FPA ~ Graduate Diploma Applied Science (Information Technology) - CSU
 John Ellis2001Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma of Business Administration - Charles Sturt University (CSU) ~ Master of Applied Finance (Financial Planning) - Charles Sturt University (CSU)
 John Patrick Larkins1995CFP - FPA ~ Diploma of Financial Planning - RMIT University
 Joseph Calcraft2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Wollongong ~ Diploma of Financial Planning - International Institute of Technology ~ Master of Applied Finance - University of Wollongong
 Joseph Eapen2018Bachelor of Behavioural Science (Psychology) - La Trobe University ~ Bachelor of Finance - La Trobe University ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Graduate Certificate in Financial Planning - Kaplan
 Joseph James Dagg2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Mathematics - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - AMP Financial Services
 Joseph Napoli2011Bachelor of Business and Commerce - University fo Western Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Joseph Peter O'loughlin1999Bachelor of Education - University of Tasmania ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Deakin University
 Jude Sherom Lakpriya Perera2007Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Commerce - University of Sydney ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Judit Macfarlane2016Diploma of Financial Planning - Kaplan
 Julian Gillmore2013Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Kaplan
 Juliet Catherine Archer2000Adanced Diploma Fin Services ( FP) - Kaplan ~ Certified Financial Planner - Financial Planning Association ~ Dip Financial Services ( Financial Planning) - Kaplan ~ Master of Financial Planning - Kaplan
 Justin Chong2016Bachelor of Commerce (Economics and Finance) - Curtin University of Technology ~ Diploma of Financial Planning - Pinnacle ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Justine Margaret Mcglynn2018Certificate in Financial Markets - The Securities Institute of Australia ~ Diploma of Financial Planning - International Institute of Technology ~ Master of Business in Finance - University of Technology, Sydney
 Kaden Emery2017Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce - Curtin University of Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Karin Susan Orpen1996Diploma of Financial Planning - Kaplan Professional
 Kay Lynette Martin1998Diploma of Financial Planning - FPA
 Keiran Ramsey2007Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Business Management - University of Queensland ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Kenneth Young2014Advanced Diploma of Financial Planning - Mentor Education ~ Diploma - Financial Planning - Traineeship Management Australia
 Kerry Anne Millar1994Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - FPA & Deakin University ~ Master of Business Administration - James Cook University ~ Master of Professional Accounting - James Cook University
 Khalil (charlie) Daher2018Bachelor of Commerce (Accountancy and Financial Planning) - University of Wollongong
 Kieran Nikitaras2018Bachelor of Commerce (Financial Planning) - University of Wollongong ~ Diploma of Financial Planning - Kaplan Professional
 Kim Bryant1998Advanced Diploma of Financial Services (Financial Planning) - Kaplan
 Kirk William Alpen2018Bachelor of Commerce - University of Wollongong
 Kristy Lee Sullivan2010Bachelor of Economics - University of Canberra ~ Master of Applied Finance - Kaplan Higher Education
 Kuan Kuok2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Adelaide ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Business Management - Monash University
 Laval Jean Georges HO WO Cheong2002Bachelor of Commerce (Honours) - Laurentian University, Ontario, Canada ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - FPA ~ Master of Commercial Law - University of Melbourne
 Leslie Bruce Tate2016DFP - Deakin University
 Louise Scott Coleman2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business major Accounting & Taxation Law - University of Technology Sydney ~ Diploma of Financial Planning - Kaplan Professional
 Luke (lyubomir) Galashchuk2018Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Graduate Diploma of Applied Finance - Kaplan ~ Honours Degree of Bachelor of Business Systems - Monash University
 Luke Bailey2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Technology (Aeronautical Engineering) - University of New South Wales ~ Certified Financial Planner - Financial Planning Association - Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional (previously called Tribeca) ~ Master of Applied Finance (Financial Planning) - Kaplan Professional
 Luke Cooper2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Ltd ~ Bachelor of Business - University of Newcastle ~ Bachelor of Economics - University of Newcastle ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA)
 Luke Hill2015Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - International Institute of Technology
 Luke Kermond2011Bachelor of Commerce - Deakin University
 Luke Maxwell Felsch2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Business Management - TAFE NSW ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Mahmut Anil Resuloglu2014Bachelor of Finance - La Trobe University ~ Master of International Business - La Trobe University
 Manpreet Banga2018Bachelor of Business and Commerce (Applied Finance) - University of Western Sydney ~ Bachelor of Laws - Western Sydney University ~ Diploma of Financial Planning - Kaplan Professional
 Maree Louise Hurst2018Bachelor of Business - University of Southern Queensland ~ Diploma of Financial Planning - Kaplan Professional Education
 Mark Edward Bettinzoli2017Diploma of Financial Planning - Kaplan
 Mark Gibson2003Bachelor of Business (Accounting) - La Trobe University ~ Diploma of Financial Planning - FPA
 Mark James Meek Wingate2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Business (Business Administration) - Monash University ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Mark Shanley1994CFP (Certified Financial Planner) - FPA ~ Diploma of Financial Planning - Deakin University
 Mark William Mahony2008Bachelor of Applied Finance with the degree of Bachelor of Economics - Macquarie University ~ Master of Applied Finance - Kaplan
 Martin Allison2007Bachelor of Commerce (Accounting and Finance) - Monash University ~ Graduate Diploma of Financial Planning - FINSIA
 Mathew Vasconcelos2016Bachelor of Business (Mgt/Marketing) - James Cook University ~ Diploma of Financial Planning - Integrity Education Group
 Matthew Bell2016Bachelors of Commerce - University of Wollongong
 Matthew Bineth2016Bachelor of Business - University of Technology, Sydney ~ Diploma of Financial Planning - Kaplan
 Matthew James Barsby2004Advanced Diploma of Business (Accounting) - Gordon Institute of Tafe ~ Bachelor of Commerce (Financial Planning and Accounting) - Deakin University
 Matthew John Bindah2018Bachelor of Commerce (Accountancy & Finance) - University of Wollongong
 Matthew Kitchen2012Bachelor of Commerce (Finance and Financial Planning) - Deakin University
 Matthew Price2007Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Melanie Outerbridge2016Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Michael Darren Smith1996Certified Financial Planner - FPA Australia ~ Diploma of Financial Planning - Deakin University
 Michael Jabbour2015Bachelor of Commerce (Financial Planning) - University of Wollongong
 Michael John Faehndrich2005Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Commerce - The University of Newcastle ~ Bachelor of Economics - The University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Michael Morritt2001Bachelor of Economics - University of New England ~ CFP - Deakin
 Michael Murray2002CFP - FPA ~ Diploma of Financial Planning - Deakin University
 Michelle Yang2007Diploma of Financial Planning - PS146 Training Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Business Administration (Accounting) - University of Technology Sydney ~ Master of Business Administration (Finance and Fund Management) - University of Technology Sydney
 Mohammad Hussein2008Bachelor of Business (Applied Finance) - University of Western Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA)
 Mohammed Javed Wasef2014Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Bachelor of Commerce (Finance) - University of New South Wales ~ Bachelor of Economics (Econometrics) - University of New South Wales ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Mona Moorjani2013Bachelor of Commerce - Osmania University, India ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT)
 Narelle Hassan1991Certified Financial Planner - Deakin University ~ Diploma of Financial Planning - RMIT/Deakin University
 Natalie Hogan2015Diploma of Financial Services (Financial Planning) - International Institute of Technology
 Nicholas Leslie Goss2013Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Commerce - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Nick Patterson2014Bachelor of Business Administration - Macquarie University ~ Bachelor of Commerce- Accounting - Macquarie University ~ Diploma of Financial Planning - Integrity Education Group ~ Graduate Diploma of Chartered Accounting - Institute of Chartered Accountants
 Nicolas Paul Saravanja2018Bachelor of Commerce (Financial Planning) - University of Wollongong
 Nigel John Butement2012Bachelor of Commerce - University of Western Australia ~ CFP (Certified Financial Planner) - FPA/ Deadkin University
 Nigel Ruge2010Bachelor of Business (Marketing) - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Graduate Diploma of Financial Planning - FINSIA ~ Master of Applied Finance - Kaplan Professional
 Noreen Gondo2018Bachelor of Commerce (Professional Accounting) - Macquarie University
 Pamela Ingleton1990Certificate in Financial Markets - Securities Institute Education ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association ~ Senior Associate - FINSIA
 Pankaj Kumar2006Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Commerce (Honours) - University of Delhi, India ~ Master of Business Administration - University of Technology, Sydney
 Pardeep Singh2018Advanced Diploma of Financial Planning - Integrity Education Group ~ Bachelor of Commerce - Uttranchal Sanskrit University ~ Diploma of Financial Planning - Integrity Education Group
 Patrick Crehan2001Bachelor of Arts - Macquarie University ~ Certificate of Superannuation Management - ASFA ~ Certified Financial Planner - University of Western Sydney and FPA ~ Diploma of Financial Planning - Deakin University
 Paul Alexander Theodore2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - Deakin University ~ Diploma of Commerce - Melbourne Institute of Business & Technology ~ Diploma of Financial Planning - Kaplan Professional
 Paul Christopher Thomas2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Paul Hanslow1998CFP (Certified Financial Planner) - Financial Planning Association ~ Diploma Of Financial Planning - Deakin University
 Paul Stocker1996Bachelor of Commerce (Banking & Finance) - University of Southern Queensland ~ Diploma of Financial Planning - FPA
 Paul Thomas Maynard2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Mentor Education
 Paulus Yeung2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Accounting) - Swinburne University of Technology ~ Diploma of Financial Planning - Kaplan Professional Education
 Pavan Kurien2017Bachelor of Arts with Honours - Screen and Media Studies - The University of Waikato
 Peco Manevski2004Bachelor of Business major in Financial Planning - Royal Melbourne Institute of Technology (RMIT) ~ Bachelor of Commerce major in management and economics - Wollongong University ~ Certified Financial Planner - FPA ~ Masters of Commerce major in Financial Planning - University of Western Sydney
 Peter Hogg2007Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning Ltd (Now Kaplan) ~ Bachelor of Economics - University of New England ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning Ltd (Now Kaplan)
 Peter Lillicrap1999BACHELOR OF BUSINESS - UNIVERSITY OF NEW ENGLAND ~ CFP - FPA ~ DIPLOMA OF FINANCIAL PLANNING - DEAKIN UNIVERSITY
 Peter White2004Advanced Diploma of Financial Planning - Kaplan Profesional Education ~ Certificate for Financial Advisers - IFS
 Philip Ian Johnson2009Bachelor of Commerce - UNSW ~ Graduate Diploma of Applied Finance - Kaplan
 Philippa Hogg2008Bachelor of Economics - University of New England ~ CFP - FPA ~ DFP - FPA
 Rajdeepsinh Parmar2017Diploma of Financial Planning - Monarch Institute
 Rakesh Anand2000CFP - FPA ~ Certified Practising Accountant - CPA Australia ~ Master of Business (Banking & Finance) - Monash University
 Regan Betteridge2006Advanced Diploma Of Financial Planning - Tribeca ~ Certified Financial Planner - Deakin University
 Remona Naife Catherine Issa2018Bachelor of Commerce (Finance and Financial Planning) - University of Wollongong
 Richard Campbell1989Diploma of Financial Planning - FPA
 Richard Moule2015Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Bachelor of Financial Services - University of New England ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Rickie Darrell Latimore2010Diploma of Financial Services (Financial Planning) - Kaplan ~ Graduate Certificate in Commerce(Financial Planning) - University of Western Sydney
 Robert Mcneil Beith1995B Ec - Sydney ~ Certified Financial Planner - Financial Planning Association ~ Dip FP - FPA c/o RMIT
 Rogan Hunter2000Certified Financial Planner - Tribecca ~ Diploma of Financial planning - Tribecca
 Ron Holmes1984Certified Financial Planner (CFP) - FPA ~ Diploma in Financial Planning (Dip FP) - FPA
 Rowan Healey2011Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Health Science - University of Western Sydney ~ Graduate Diploma of Education (Secondary) - Charles Sturt University
 Roxanne Priest2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan
 Sallie Kairaitis2002Bachelor of Commerce - University of NSW ~ CFP - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Graduate Diploma in Financial Management - University of New England
 Samuel Wallace Anderton2018Diploma of Financial Planning - Kaplan Professional ~ University of Newcastle - Bachelor of Business ~ University of Newcastle - Bachelor of Commerce
 Sanober Bulsara2000Diploma of Financial Planning - Deakin University
 Saul Illesca1997Bachelor of business, Accounting - Deakin University ~ Diploma Financial Planning - Securities Institue of Australia
 Scott Andrew Stevens1999Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - FPA
 Scott Baker2008Diploma of Financial Planning - Traineeship Management Australia ~ Diploma of Financial Services-Mortgage Brokering - Traineeship Management Australia
 Scott Ward2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce - University of New England ~ Diploma of Financial Services (Financial Planning) - GWM Advisor Service Lts Trading as ThreeSixty
 Sean Adam Taylor2014Bachelor of Commerce (Economics and Marketing) - University of Wollongong ~ Graduate Certificate in Financial Planning - Charles Sturt University ~ Managed Investments - Kaplan Professional ~ Tier 1 Securities - Personal Advice - Kaplan Professional Education
 Shae Nicole Mcgrath2017Bachelor of Business (Financial Planning) - RMIT University
 Sharlene Norris2000Bachelor of Arts Degree - University of Sydney ~ Certified Financial Planner/ Diploma of Financial Planing - Deakin University
 Shaun Phillip Jones2012Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Education ~ Graduate Diploma of Applied Finance - Kaplan ~ Master of Applied Finance (Financial Planning) - Kaplan
 Sheryl Paras Agustin2011Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Arts (Economics major) - University of the Phillipines ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Shweta Khemani2008Advanced Diploma of Financial Services ( Financial Planning) - Kaplan Professional ~ B Com ( Hons) - University Of Delhi ~ Post Graduate Diploma of Business Management ( PGDBM) - FORE School of Management
 Simon Fisher2013Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business Degree - University of Newcastle ~ Diploma of Financial Planning - Kaplan
 Stephanie Mccormack2016Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute
 Stephen Mavros2004Bachelor of Finance - La Trobe University ~ Certified Financial Planner - Deakin University ~ Diploma of Financial Planning - Deakin University
 Steve Heywood1991Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - FPA ( in assoctaion with Deakin University)
 Steven Leslie Simpson2005Bachelor of Business (Banking) - Charles Sturt University ~ Diploma of Financial Planning - Financial Planning Association
 Steven Roach2000CFP - FPA ~ Diploma of Financial Advising - Securities Institute of Australia (now FINSIA)
 Steven Schweikert2014Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia
 Stuart James Westhoff1999Bachelor of Arts - University of Canberrs ~ CFP - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending and Geared Investments - Kaplan ~ SMSF - Kaplan
 Susan Stephens2008Bachelor of Science - Sydney University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma in Education - Sydney University ~ Graduate Diploma of Financial Planning - Securities Institute
 Tam Huynh2016Bachelor of Business (Finance) - Queensland University of Technology ~ Diploma of Financial Planning - Monarch Institute ~ Master of Applied Finance - Monash University
 Tania Rhodes2013Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Thomas Andrew Daly2008ASX Securities - LPac Online ~ Bachelor of Commerce in Accounting - University of Canberra ~ Diploma of Financial Services (FP) - Mentor
 Thomas Michael Delaney2015Bachelor of Business (Financial Planning) - RMIT University (Open Universities Australia)
 Thomas Noad2015Bachelor of Commerce - Univeristy of Canberra
 Tim John Hillier2006Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - ThreeSixty
 Timothy Archer2017Master of Business (Financial Planning) - Charles Sturt University
 Timothy Young2007Advanced Diploma Financial Planning - Kaplan ~ Bachelor of Commerce - University of Canberra ~ CFP - Financial Planning Association
 Toby Sinclair2001Advanced Diploma Financial Planning - Kaplan Professional ~ Bachelor of Arts (Communications) - Newcastle university
 Todd Andrew Williams2003Bachelor of Economics - University of Newcastle ~ Graduate Diploma of Applied Finance and Investment - FINSIA ~ SMSF - Tribeca
 Todd Glenn Lloyd2000Bachelor of Arts - University of Western Sydney ~ Diploma of Financial Planning - FPA ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Tom Muir1990Advanced Dilploma of Counselling and Family Therapy - AIFC ~ Bachelor of Business - Charles Sturt University ~ Certified Financial Planner - Deakin University/ FPA ~ Diploma of Financial Planning - Deakin University/ FPA
 Tom Nguyen2002Bachelor of Science (Biomed) - University of Technology Sydney (UTS) ~ Certified Financial Planner (CFP) Certification - FPA ~ Diploma of Financial Planning (DFP) - FPA
 Tony Bosevski1999Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Deakin University
 Tony Coates1995Bachelor of Arts Diploma in Education - University of NSW ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Deakin University
 Trent Balderston2013Bachelor of Business (Financial Managment) - University of New England ~ Diploma of Financial Planning - Kaplan
 Trent Morgan2016Diploma of Financial Planning - Kaplan
 Trent Wayne Shanahan2018Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Finance - University of Newcastle ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning
 Trevor Bentley Susman1999Associate of CPA Australia - CPA Australia ~ Associate of the Chartered Insurance Institute - Chartered Insurance Institute ~ Certified Financial Planner - Financial Planning Institute of Australia ~ Diploma of Financial Planning - Deakin University / Financial Planning Association of Australia ~ Master of Business Administration - Australian Institute of Business
 Troy Peter Ottens2016Advanced Diploma of Financial Services (Financial Planning) - Integrity Education Group ~ Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning - Mentor Education Group ~ Master of Business in Finance - University of Technology Sydney
 Tuan LE2003Bachelor of Commerce - The Australian National University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Victoria Spurway2008Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Applied Finance (Financial Planning) - Kaplan Professional ~ Life Risk Specialist (LRS) - Financial Planning Association of Australia (FPA) ~ Life Risk Specialist (LRS) - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Vikki Seldon2012Diploma of Financial Services - Kaplan ~ Graduate Certificate of Commerce - University of Western Sydney
 Vikramjit Singh Anand2011Bachelor of Commerce - Panjab University (India) ~ Certified Financial Planner - Financial Planning Association of Australia ~ Master of Business Administration - University of Technology Sydney ~ Masters of Commerce - Panjab University (India) ~ Post Graduate Diploma in Financial Planning - Kaplan Professional Education
 Vinayak Gune2017Bachelor of Liberal Arts and Science - The University of Sydney
 Vivek Krishan2007Bachelor of Science - Maharaja College University of Rajasthan ~ Diploma Financial Services (Financial Planning) - Kaplan Education ~ Master of Business Administration - Jodhpur Management Programme University of Jodhpur ~ Post Graduate Diploma in International Trade - Indian Institute of Foreign Trade
 Zachary Thomas Johnston2018Bachelor of Commerce - The University of Newcastle ~ Diploma of Financial Planning - Mentor Education