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;
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;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; 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;
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;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Adam Benjamin Peacey | 2008 | 2006 - Bachelor of Commerce (Major Finance) - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Finsia ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Ltd ~ 2011 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education |
| Adam Kieran Stennett | 2024 | 2004 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - The Australian National University ~ 2010 - Chartered Accountant Program / Graduate Diploma (ICAA) - Professional Designations - The Institute of Chartered Accountants Australia ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2024 - SuperConcepts & ICFS Specialist SMSF online course - Other - SuperConcepts |
| Afaque Ahmad Memon | 2007 | 1996 - Graduate Diploma of Accounting - Graduate Diploma (AQF 8) - Deakin University ~ 2006 - Diploma of Financial Services - Diploma (AQF 5) - Dover Financial Training Pty Ltd ~ 2015 - SMSF Specialisation Course - Other - UNSW Business School |
| Aiyuty Soetanto | 1998 | 1996 - University of Western Australia - Bachelor Degree (AQF 7) - Bachelor of Commerce (Finance & Marketing) ~ 2000 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 2001 - Certified Financial Planner - Professional Designations - FPA ~ 2002 - Master of Accounting - Masters Degree (AQF 9) - Curtin University ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - Accredited Aged Care Profesional - Other - Aged Care Steps (ACS) |
| Alen Galeb | 2007 | 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd ~ 2011 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - AFA ~ 2018 - Graduate Certificate of Financial Planning - Graduate Certificate (AQF 8) - Griffith University |
| Alex Trikolas | 1989 | 2003 - Bachelor of Arts - Chinese/Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2003 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited ~ 2003 - Diploma of Financial Plannning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Limited |
| Alexander Kwok P Cheng | 1994 | 1992 - Bachelor of Science - Bachelor Degree (AQF 7) - The University of Sydney ~ 1994 - Graduate Diploma in Applied Economics - Graduate Diploma (AQF 8) - Macquarie University ~ 2004 - Diploma of Financial Services (Financial Planning) - - Integratec ~ 2011 - Self Managed Superannuation Funds - - Kaplan Professional ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan |
| Allyce Noelle Sewell | 2025 | 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Amit Odhavji | 2012 | 2012 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology (IIT) ~ 2012 - Margin Lending - Other - International Institute of Technology (IIT) ~ 2016 - Certified Practicing Accountants Program - Professional Designations - Certified Public Accountants of Australia Pty Ltd ~ 2018 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - The University of Adelaide ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited ~ 2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited |
| Andrew Alexander Grace | 2022 | 2004 - Bachelor of Finance and Economics - Bachelor Degree (AQF 7) - Murdoch University ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT) ~ 2020 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Central Queensland University (CQU) |
| Andrew DI Carlo | 1998 | 2001 - Bachelor of Business (Major in Accounting) - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited |
| Andrew Geoffrey Boyer | 2004 | 2005 - Foundation DFP - Other - Financial Planning Association of Australia ~ 2014 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide ~ 2016 - Margin Lending Adviser (Personal Advice) - Other - Mentor Education |
| Andrew Harris | 1987 | 2002 - Certificate 4 in Financial Planning - - Integratec ~ 2005 - Policy Statement 146 Knowledge Assessment - - Tribeca |
| Andrew James Maddocks | 1987 | 1999 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA) ~ 2003 - Certified Financial Planner - Other - Financial Planning Association |
| Andrew Travis Hewitt | 2018 | 2014 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - Macquarie University ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd ~ 2019 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd |
| Andrew William Butterell | 2004 | 1987 - Bachelor of Economics - - Macquarie University ~ 1996 - Master of Commerce (Finance and Marketing) - - The University of New South Wales ~ 2003 - Diploma of Financial Planning - - Deakin University ~ 2017 - RG146 Superannuation & Self Managed Superannuation Funds - - Financial Education Professionals |
| Ann Bayliss | 1999 | 2011 - Margin Lending and Geared Investments - - Kaplan ~ 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2013 - Cavendish & ICFS Specialist SMSF Course - - The University of Adeliade |
| Anna Purcell | 2006 | 2006 - Bachelor of Business (Financial Risk Management) - Bachelor Degree (AQF 7) - Victoria University ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning (Aust) Pty Ltd ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited ~ 2017 - DFP5v3 Tax for Financial Advising - - Kaplan ~ 2018 - TASACLv1 Commerical Law - - Kaplan ~ 2021 - Ethics and Professionalism in FInancial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd |
| Anthony Brian Isaac | 1997 | 2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia |
| Anthony Leach | 2010 | 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Anthony Phillip Brown | 2005 | 2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning ~ 2013 - Chartered Life Practitioner (ChLP - Professional Designations - Association of Financial Advisers ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Antonios Zaras | 2005 | 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2012 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited |
| Ashley David Mcintosh | 2004 | 2002 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute |
| Barry Ryan Sher | 2007 | 2006 - Bachelor of Business (Commercial Law and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University |
| Brendan Brennan | 2023 | 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2024 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Education Pty Ltd |
| Brett Geappen | 2003 | 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Ltd |
| Brian John Rayner | 2006 | 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan |
| Brian Raymond John Daley | 2001 | 2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University ~ 2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2012 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan |
| Bruce Cameron Moss | 2006 | 1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Ballarat ~ 2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2010 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2012 - ASX Accredited Listed Product Adviser (ALPA) Program - Other - Kaplan |
| Bruce Richard Sivalingam | 1989 | 1982 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Western Australia ~ 1988 - Master of Economics - Masters Degree (AQF 9) - University of Western Australia ~ 2012 - ASX Accredited Listed Products Adviser Program - - Kaplan Professional Education ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Bruno Luis Dos Santos Andre | 2025 | 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - University of South Australia |
| Byron Wayne Bartlett | 2000 | 1997 - Bachelor of Commerce - - Flinders Uni ~ 2001 - Diploma of Financial Planning - - FPA ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2013 - Self Managed Superannuation Funds - - Kaplan Professional Education |
| Cesare Pietro Resciniti | 1987 | 1973 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2012 - Provide Advice in Self Managed superannuation Funds - - Kaplan Professional ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Limited |
| Chelsea Vermillion-maclean | 2024 | 2023 - Bachelor of Applied Financial Advice - Bachelor Degree (AQF 7) - Griffith University |
| Chris Youssef | 2011 | 2008 - Bachelor of Commerce (Finance, Financial Planning & Marketing) - Bachelor Degree (AQF 7) - Deakin University ~ 2012 - Master of Commece (Finance & Financial Planning) - Masters Degree (AQF 9) - Deakin University ~ 2013 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA) ~ 2014 - Margin Lending - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Christopher Giaouris | 2012 | 2008 - Bachelor of Commerce (Major in Finance, Financial Planning and Marketing) - Bachelor Degree (AQF 7) - Deakin University ~ 2013 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia ~ 2017 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd |
| Christopher Jack Air | 1990 | 2000 - Graduate Diploma in Applied Finance and Investment - - Securities Institute ~ 2008 - Master of Applied Finance - - Finsia ~ 2014 - Self Managed Superannuation Funds - Other - Mentor Education |
| Christy Vallen D'souza | 2002 | 2001 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2013 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited |
| Ciaran Moore | 2013 | 2005 - Bachelor of Commerce - - Macquarie University ~ 2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Macquarie University ~ 2013 - Diploma of Financial Planning - - Mentor Education ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2014 - SMSF Certification - - Mentor Education ~ 2014 - Self Managed Superannuation Funds - Other - Mentor Education ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education |
| Clare Mary Telford | 0 | 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Clay Thomas Bland | 2017 | 2014 - Diploma of Financial Planning - - AAMC Training Grourp ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan |
| Connor Gavin Ballenden | 0 | 2024 - Bachelor of Business (Financial Planning) 9 Unit Specialisation - Bachelor Degree (AQF 7) - Queensland University of Technology |
| Craig Lindner | 2009 | 1984 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Riverina College of Advanced Education ~ 1999 - Graduate Diploma in Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2018 - SMSF Specialist Advisor - Professional Designations - SMSF Association ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited ~ 2025 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Higher Education Pty Limited |
| Dale Mathew Barratt | 2000 | 2004 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2007 - Master of Financial Planning - Masters Degree (AQF 9) - Royal Melbourne Institute of Technology ~ 2011 - Master of Applied Finance (Financial Planning Major). - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited ~ 2014 - Master of Business Administration - Masters Degree (AQF 9) - Deakin University Australia ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited ~ 2024 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association |
| Damian Andrew Eales | 2008 | 2014 - Diploma of Financial Planning - - Kaplan Professional |
| Damian James Talbot | 2011 | 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Group |
| Daniel Baschera | 1990 | 2012 - (FNS50804) Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy |
| Daniel Boce | 2004 | 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Limited ~ 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Limited ~ 2006 - Self Managed Superannuation Funds - Other - Tribeca Learning (Aust) Pty Limited ~ 2011 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Kaplan Professional ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - Kaplan Professional |
| Daniel Gerson | 2014 | 2014 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2015 - Self Managed Superannuation Funds - - Kaplan ~ 2017 - DFP5v3 Tax for Financial Advising - - Kaplan ~ 2017 - TASACLv1 Commercial Law - - Kaplan ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan |
| Daniel James Mccabe | 2003 | 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Ltd ~ 2005 - Self Managed Superannuation Funds - Other - Tribeca Learning (Aust) Pty Limited ~ 2018 - Accredited Listed Product Adviser Program - Other - Kaplan Education Pty Ltd ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Daniel Lawrence Superina | 2014 | 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute ~ 2018 - Super Concepts - Other - Specialist SMSF Course ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University |
| Daniel Mezzatesta | 2015 | 2011 - Bachelor of Commerce Major in Financial Planning - Bachelor Degree (AQF 7) - Curtin University ~ 2016 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Daniel Rose | 2000 | 2003 - Diploma of Financial Planning - - FPA & Deakin University ~ 2007 - Direct Shares Accreditation - - AXA Excellence ~ 2007 - SMSF Accreditation - - AXA Excellence ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan |
| Daniel Singh | 2010 | 2007 - Diploma of Financial Services (Financial Planning) - - Mentor Education ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education |
| Darcy Johnstone | 2016 | 2011 - Bachelor of Business (Economics & Finance) - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2015 - Margin Lending Accreditation Program - Other - Deakin Prime ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Dau Anh Pham | 2009 | 2001 - Bachelor of Science - Bachelor Degree (AQF 7) - Curtin University of Technology ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AAMC Training Group ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| David Andrew DE Kretser | 2008 | 1995 - Bachelor of Business (Accounting) - - Monash University ~ 2007 - Diploma of Financial Planning - - Kaplan |
| David John Robson | 2002 | 1979 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Newcastle ~ 1980 - Chartered Accountant - Professional Designations - Chartered Accountants Australia New Zealand ~ 2009 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Intellitrain ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2011 - ASX Listed Products Accreditation Course - Other - LPAC Online Pty Ltd |
| David John Rylah | 2013 | 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Intellitrain ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute ~ 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| David Lewis Denham Kerr | 2005 | 2005 - Foundation Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2013 - Advanced Diploma of Financial Planning - - International Institute of Technology ~ 2013 - Diploma of Financial Planning - - International Institute of Technology ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan |
| David Nelson | 2005 | 2006 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Finsia ~ 2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia ~ 2011 - SMSF Specialist Advisor - Other - SMSF Association |
| David Ross Taylor | 2011 | 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education |
| Dean Desoukey | 2015 | 2012 - Bachelor of Business and Commerce (Applied Finance) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2012 - Diploma Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2014 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd ~ 2015 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd ~ 2019 - Margin Lending - Other - Kaplan Education Pty Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Devan Jerome King | 2016 | 2014 - Postgraduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of the Free State ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2019 - Margin Lending Accreditation Program - Other - Western Sydney University & Stockbrokers and Financial Advisers Association ~ 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Donna Sharron Ripper | 2006 | 1986 - Bachelor of Commerce (with Honours) - - The University of Melbourne ~ 1989 - Master of Commerce - - The University of Melbourne ~ 2006 - Financial Advice, PS 146 Training Course - - Mentor Education ~ 2006 - Insurance, PS 146 Training Course - - Mentor Education |
| Elizabeth Haile | 2011 | 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2015 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Ellie Maria Anastasiou | 1996 | 2000 - Entry Level Competencies - - Integratec ~ 2000 - Risk Management - - Integratec ~ 2000 - Superannuation and Retirement Planning - - Integratec ~ 2002 - Investment Planning 1 - - Integratec |
| Evan Richard Gilhome | 2025 | 2012 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Gavin Dudley Blake | 2004 | 2002 - Diploma of Financial Planning - - FPA-Deakin ~ 2004 - Certified Financial Planner - - FPA ~ 2012 - Principles in Self Managed Superannuation Funds - - International Institute of Technology |
| Gavin Scott Newbound | 2002 | 1994 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of New England ~ 2003 - Graduate Diploma in Personal Financial Planning - Graduate Diploma (AQF 8) - The University of Southern Queensland ~ 2008 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academ ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Gene Harlow | 2001 | 2001 - Entry Level Competencies - Other - Kaplan Education Pty Limited ~ 2001 - Risk Management - Other - Kaplan Education Pty Limited ~ 2002 - Investment Planning 1 - Other - Kaplan Education Pty Limited ~ 2002 - Superannuation & Retirement Planning - Other - Kaplan Education Pty Limited ~ 2003 - Taxation Planning - Other - Kaplan Education Pty Ltd ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited |
| George Collie | 2017 | 2014 - Certified Financial Planner - - Financial Planning Association ~ 2014 - Diploma of Financial Planning - - Pinnacle ~ 2015 - Master of Applied Finance (FinPlan) - Masters Degree (AQF 9) - Charles Sturt University ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan |
| Giuseppe Cilmi | 2015 | 1997 - Graduate Diploma in Accounting - Graduate Diploma (AQF 8) - Victoria University ~ 2002 - Certified Practicing Accountants Australia Program - Professional Designations - CPA Australia Ltd ~ 2010 - Professional Certificate in Self-Managed Superannuation - Other - The University of Adelaide ~ 2011 - SMSF Specialist Advisor - Professional Designations - SMSF Association ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2014 - Provide Advice in Margin Lending - Other - Pinnacle Financial Services Academy ~ 2021 - FPETH501A Ethics and Professional Standards for Financial Advisers - Bridging Course - Ethics - New South Wales Technical and Further Education Commission (TAFE NSW) |
| Glenn Andrew Brown | 2002 | 2004 - Life Insurance - - Securities Institute ~ 2006 - Policy Statement 146 Knowledge Assessment - - Tribeca ~ 2011 - Superannuation - - Kaplan |
| Glenn David Pitt | 2006 | 1982 - Bachelor Business - Bachelor Degree (AQF 7) - University of Technology Sydney ~ 2006 - Graduate Diploma in Financial Planning (Historical SIA / FINSIA) - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2011 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2012 - Fellow Chartered Financial Practitioners (FChFP) - Professional Designations - Association of Financial Advisers (AFA) ~ 2015 - SMSF Specialist Advisor - Other - Self Managed Super Fun Association ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Gloria Mina | 2007 | 2006 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - RMIT University ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Ltd ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan |
| Grant Millar | 2014 | 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2014 - Self Managed Superannuation Funds - Other - Monarch Institute ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute ~ 2019 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Greg Kadel | 2003 | 2003 - Entry Level Competencies - Other - Integratec ~ 2003 - Risk Management - Other - Integratec ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Gregory Blumenthal | 2010 | 2006 - Graduate Certificate of Financial Planning - Graduate Certificate (AQF 8) - Finsia |
| Guy Munro Mankey | 1979 | 2001 - Risk Management and Insurance Planning - Other - Financial Planning Association of Australia Limited ~ 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - King's International College |
| Harrison Miles | 2022 | 2019 - Bachelor of Commerce (Finance & Management) - Bachelor Degree (AQF 7) - Curtin University ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2021 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd |
| Hayley Dyson | 2010 | 2007 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - University of South Australia ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited ~ 2020 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd |
| Helena Tamara Blum | 2003 | 2008 - PS146 Accreditation - - Deakin University ~ 2010 - Diploma of Financial Services (Financial Planning) - - Deakin University ~ 2010 - Diploma of Financial Services (Insurance Broking) - - NIBA College of Insurance & Risk Professionals |
| Hoai Ninh | 2015 | 2012 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University ~ 2015 - Master of Professional Accounting - Masters Degree (AQF 9) - Kaplan Business School Pty Ltd ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd ~ 2023 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Education Pty Ltd ~ 2024 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Education Pty Ltd |
| Howard Anthony Tew | 1982 | 1998 - DFP002:Risk Management and Insurance Planning - Other - Financial Planning Association of Australia ~ 1998 - DFP003: Investment Planning: Fundamentals - Other - Financial Planning Association of Australia ~ 1999 - DFP004 Taxation Planning - Other - Financial Planning Association of Australia ~ 2001 - Superannuation and Retirement Planning - Other - Integratec |
| Howard Denis Harvey Norman | 2016 | 2016 - Diploma Of Financial Planning - - Kaplan |
| Ian Finney | 2004 | 1982 - Bachelor of Business - Bachelor Degree (AQF 7) - Caulfield Institute of Technology ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2016 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps |
| Ian Mcleod | 1988 | 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Ltd |
| Isaac William Taylor | 0 | 2025 - Bachelor of Commerce (Finance and Financial Planning) - Bachelor Degree (AQF 7) - Curtin University |
| Jack Oineza | 2006 | 2005 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Ltd ~ 2006 - Taxation Planning - - Tribeca ~ 2007 - Estate Planning - - Kaplan ~ 2011 - Margin Lending and Geared Investments - - Kaplan ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2013 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd ~ 2014 - Advanced Diploma of Financial Planning - - Kaplan ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited ~ 2023 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited ~ 2025 - Tax for Financial Advising - Other - Kaplan Education Pty Ltd |
| Jacquelyn Anne Rennie | 2009 | 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca Learning (Aust) Pty Limited ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning (Aust) Pty Limited ~ 2008 - 5 unit CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2011 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2023 - Accredited Aged Care Professional Program - Other - Aged Care Steps |
| Jade Louise Mckay | 2018 | 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| James Ainslie Beard | 2014 | 2014 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Education Pty Ltd ~ 2018 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 2019 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| James Anthony Mousa | 2006 | 2007 - Diploma of Financial Services (Financial Planning) FNS50804 - - Kaplan Professional Education ~ 2013 - Bachelor of Laws - - James Cook University ~ 2014 - Investment Products 4 - Derivatives, Managed Investments, Margin Lending - - Kaplan Professional Education ~ 2015 - Advanced Diploma of Financial Planning FNS60410 - - Kaplan Professional |
| James Bryce Collie | 2014 | 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2017 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| James Edward Millard | 2007 | 2005 - Bachelor of Commerce - - The University of Newcastle ~ 2007 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy ~ 2010 - Self Managed Superannuation Funds - - Kaplan |
| James Patrick O'reilly | 1999 | 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2014 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd |
| Jamie George Papamihail | 2007 | 2001 - Bachelor of Business - - Edith Cowan University ~ 2007 - Diploma of Financial Services (Financial Planning) - - Mentor Education |
| Janine Barbara Mclean | 2018 | 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2020 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd ~ 2025 - Accredited Behavioural Finance Professional - Professional Designations - College for Financial Planning & Kaplan Professional ~ 2025 - Chartered Retirement Planning Counsellor - Professional Designations - College for Financial Planning & Kaplan Professional ~ 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd |
| Jason George Lane | 2014 | 2008 - Bachelor of Business - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2008 - Bachelor of Business - Economics - - Queensland University of Technology ~ 2011 - Master of Business (Applied Finance) - Masters Degree (AQF 9) - Queensland University of Technology ~ 2011 - Master of Business - Applied Finance - - Queensland University of Technology ~ 2012 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2013 - SMSF - - Kaplan ~ 2014 - Diploma of Finance & Mortgage Broking - - Kaplan ~ 2014 - Diploma of Financial Planning - - Kaplan ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2014 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Jason George Vozvotecas | 2004 | 1989 - Bachelor of Arts (Biological Science) - Bachelor Degree (AQF 7) - The Flinders University of South Australia ~ 2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute |
| Jennifer Anne Denver | 2004 | 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - Intellitrain ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Jery Mourelatos | 2000 | 2001 - Graduate Diploma of Applied Finance and Investments - Graduate Diploma (AQF 8) - Securities Institute Australia ~ 2005 - Self Managed Superannuation Funds - Other - Tribeca ~ 2011 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Other - AAMC Training Group ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Ltd ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd |
| Jesse Samuel Field | 2018 | 2018 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - The University of Newcastle ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2020 - Accredited Derivatives Adviser Level 1 - Other - Kaplan Professional ~ 2021 - Accredited Derivatives Adviser Level 2 - Other - Kaplan Professional ~ 2022 - Accredited Listed Product Adviser (ALPA) - Other - Kaplan Professional ~ 2024 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education Pty Limited ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2024 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association ~ 2025 - Tax for Financial Advising - Other - Kaplan Education Pty Ltd |
| Jessica Bell | 2009 | 2006 - Bachelor of Social Science (Psychology) - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2009 - Diploma of Financial Services Financial Planning - Diploma (AQF 5) - Kaplan ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd ~ 2019 - Chartered Life Practitioner - Professional Designations - Financial Advice Association of Australia Limited ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd ~ 2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Ltd ~ 2023 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Education Pty Ltd |
| Jodi Lea Rose-nealy | 2003 | 1997 - Bachelor of Science - Bachelor Degree (AQF 7) - Monash University ~ 2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association Australia ~ 2005 - Diploma of Mortgage Lending - - Securities Institute ~ 2010 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia ~ 2020 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2021 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan |
| Joel Cleary | 2009 | 2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne ~ 2013 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2015 - 928 Margin Lending - Knowledge and Skills - Other - Kaplan Education Pty Limited ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd ~ 2018 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia Limited ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Joel Gregory Little | 2009 | 2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia ~ 2015 - Self Managed Superannuation Funds - Other - Mentor Education ~ 2016 - 928 Margin Lending - Other - Kaplan Professional ~ 2016 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional |
| John Hiolos | 2011 | 2011 - Bachelor of Commerce (Majoring in Finance and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University ~ 2017 - Invest Self-managed Superannuation funds assets - Other - Integrity Education Group ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan |
| Jonathan Antony Van Omme | 2007 | 2002 - Bachelor of Commerce - - Curtin University of Technology ~ 2007 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2010 - Margin Lending - - Kaplan |
| Jonathan Chong | 2006 | 1997 - Bachelor of Commerce in Finance - Bachelor Degree (AQF 7) - The University of New South Wales ~ 1997 - Bachelor of Law - Bachelor Degree (AQF 7) - University of New South Wales (NSW) ~ 2000 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2015 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd |
| Jorge Lay | 2004 | 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education Group ~ 2009 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2011 - Margin Lending & Geared Investments - Other - Kaplan Education Pty Limited |
| Joshua Isaac Davidson | 2018 | 2009 - Bachelor of Business - Bachelor Degree (AQF 7) - Monash University ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd ~ 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Joshua Vavala | 2018 | 2017 - Bachelor of Business (Economics & Finance) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2025 - Tax for Financial Advising - Other - Kaplan Education Pty Ltd |
| Judy Lee Hong Chew | 2016 | 2007 - Bachelor of Business (Financial Planning major - Bachelor Degree (AQF 7) - University of Technology Sydney ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Justin Allerton | 2011 | 2007 - Finsia Certificate Stage 1 in Financial Advising - - Finsia ~ 2008 - Finsia Certificate Stage 2 in Financial Advising - - Finsia ~ 2011 - BP 135 Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 2015 - Certified Financial Planner (CFP) - - Financial Planning Association (FPA) ~ 2019 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Justin Bridger | 2010 | 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2013 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2021 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education |
| Justin Daniel | 2006 | 2014 - Graduate Certificate in Applied Finance - Graduate Certificate (AQF 8) - Kaplan Higher Education Pty Limited |
| Justin Holzer | 1999 | 1995 - Bachelor of Laws - Bachelor Degree (AQF 7) - Thye University of Queensland ~ 1999 - Financial Planning Principles & Practice - Other - Securities Institute ~ 2001 - Master of Professional Accounting - Masters Degree (AQF 9) - The University of Southern Queensland ~ 2001 - Risk Management for Financial Services Professionals - Other - Integratec ~ 2002 - DFP3 Investment Planning 1 - Other - Financial Planning Association of Australia Limited |
| Justin Said | 2005 | 2006 - Diploma in Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning (Australia) Pty Limited ~ 2013 - Self Managed Superannuation Funds - Other - International Institute of Technology |
| Kaan Cengiz | 2018 | 2013 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited ~ 2019 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University |
| Kar Foong Lim | 2016 | 2003 - Certified Practicing Accountants Program - Professional Designations - Certified Public Accountants of Australia Pty Ltd ~ 2008 - Master of Applied Finance - Masters Degree (AQF 9) - Macquarie University ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2017 - SuperConcepts & ICFS Specialist SMSF Course - Other - Super Concepts ~ 2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Kathleen Renee Adams | 2005 | 2005 - Self Managed Superannuation Funds - Other - Tribeca Learning (Aust) Pty Ltd ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Ltd ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd |
| Kathryn Willowhite | 2015 | 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2016 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor ~ 2017 - Graduate Certificate in Financial Planning - - Griffith University ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University |
| Kelly Jade King | 2001 | 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2021 - FPE016 Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2023 - Accredited Aged Care Profesional - Other - Aged Care Steps (ACS) ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited |
| Kenneth Chamlika Weerasiri | 2007 | 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology (IIT) ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited |
| Kerry Farquharson | 2008 | 2006 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - James Cook University ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Pty Limited ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited |
| Kimberley Harrison | 2023 | 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Swinburne University of Technology ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Swinburne University of Technology ~ 2022 - Master of Financial Technologies - Masters Degree (AQF 9) - Swinburne University of Technology |
| Kurt Smith | 2013 | 2011 - Diploma of Financial Services (Financial Planning) - - Mentor Education Group ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2015 - Self Managed Superannuation Funds - - Kaplan |
| Kwai Ping Siu | 2005 | 1995 - Bachelor of Arts in Language and Communication - Bachelor Degree (AQF 7) - Hong Kong Polytechnic University ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology ~ 2014 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited |
| Kym William Nitschke | 2008 | 2000 - Financial Planning Proper Authority Course - Other - Securities Institute ~ 2001 - DFP002 Risk Management and Insurance Planning - Other - FPA ~ 2001 - DFP1 Introduction to Financial Planning - Other - FPA ~ 2001 - DFP4 Retirement Planning - Other - FPA ~ 2001 - DFP5 Taxation Planning - Other - FPA ~ 2009 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited |
| Lawson Mavondo | 2005 | 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited ~ 2013 - 928S Margin Lending - Other - Kaplan Education Pty Limited ~ 2024 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Education Pty Ltd ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2024 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association ~ 2025 - Accredited Behavioural Finance Professional - Professional Designations - Kaplan Professional ~ 2025 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited |
| Lazo Lembovski | 2010 | 1998 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - Monash University ~ 2000 - Certified Financial Planner - Professional Designations - Financial Planning Association (FPA) ~ 2002 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) |
| Leon Reginald Jones | 2006 | 2000 - Bachelor of Commerce - - University of Newcastle ~ 2003 - Diploma of Financial Planning - - Deakin University/FPA ~ 2008 - Self Managed Superannuation Funds - - Kaplan Professional ~ 2011 - Intermediate Aged Care Facts & Finance - - Aged Care Adviser Network ~ 2011 - Introduction to Aged Care - - Aged Care Adviser Network |
| Linda O'kelly | 2008 | 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Group ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education Group ~ 2019 - Self Managed Superannuation Funds - Other - Mentor Education ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Luke Alexander Harlow | 2015 | 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd ~ 2016 - Bachelor of Commerce (Major in Finance) - Bachelor Degree (AQF 7) - The University of Queensland ~ 2019 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Higher Education Pty Limited ~ 2021 - FPE016 Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited ~ 2022 - AYN458 Ethics and Professional Relationships. - Bridging Course - Ethics - Queensland University of Technology ~ 2022 - Master of Business (Professional Accounting - Masters Degree (AQF 9) - Queensland University of Technology ~ 2024 - Margin Lending Specialist - Other - Kaplan Education Pty Ltd ~ 2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited ~ 2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited |
| Luke William Fisher | 2017 | 2013 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - Monash University ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education |
| Marcos Manuel Rozas | 2008 | 2007 - Bachelor of Business - - Australian Catholic University ~ 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education ~ 2011 - Statement of Attainment in RG146 Competencies - - Kaplan Professional Education |
| Marguerita Victoria Marinos | 0 | 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Maria Jan Ricketts | 2000 | 2000 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia ~ 2004 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association Australia ~ 2010 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Southern Queensland |
| Marijana Subasic | 2018 | 2015 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 2023 - Margin Lending Specialist - Other - Kaplan Education Pty Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Mark Andrew Greenaway | 1986 | 2001 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) |
| Mark Anthony Italiano | 2006 | 2004 - Entry Level Competencies - Other - Kaplan Education Pty Limited ~ 2004 - Investment Planning 1 - Other - Tribeca Learning (Aust) Pty Limited ~ 2004 - Risk Management - Other - Kaplan Education Pty Limited ~ 2004 - Superannuation & Retirement Planning - Other - Tribeca Learning (Aust) Pty Limited |
| Mark G Livingston | 2004 | 2008 - PS146 Risk - Other - Kaplan ~ 2008 - Tier 1 Adviser Compliance Solution - Specialist Knowledge Superannuation - Other - Kaplan ~ 2018 - Self Managed Suprannuation Funds - Other - Kaplan Education Pty Ltd |
| Mark Philip Kalucy | 1989 | 2002 - Diploma of Financial Markets - Other - Securities Institute ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education ~ 2011 - DPML Margin Lending - Other - Pinnacle Financial Services Academy |
| Mark Porter Maddern | 2009 | 2009 - ASX Accredited Listed Products Adviser (ALPA) Program - Other - Kaplan ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education ~ 2010 - Certified Financial Strategist - Other - Association of Independently Owned Financial Professionals ~ 2010 - Fellow Chartered Financial Practitioner (FChFP) - Other - Association of Financial Advisers Ltd ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2011 - Bachelor Of Business (Marketing) - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2011 - SMSF Specialist Advisor - Other - Self Managed Super Fund Association |
| Marlon Fresher | 2023 | 2018 - Bachelor of Commerce (Finance and Management) - Bachelor Degree (AQF 7) - Curtin University ~ 2019 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2023 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education Pty Limited ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited |
| Martin Guy Mcgrath | 2008 | 2008 - Bachelor of Management - Bachelor Degree (AQF 7) - The University of Newcastle ~ 2012 - Master of Applied Finance (Major in Financial Planning) - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd ~ 2013 - Graduate Diploma of Chartered Accounting (GradDipCA) - Other - The Institute of Chartered Accountants Australia ~ 2014 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd |
| Martin LE Tessier | 1994 | 1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia (UWA) ~ 2005 - Diploma Financial Planning - Diploma (AQF 5) - Financial Planning Association (FPA) |
| Mason Walsh | 2021 | 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan |
| Mathew Hanlon | 2001 | 2009 - FNS60404 Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited ~ 2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Matthew Carnegie | 2006 | 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Financial Services ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education ~ 2014 - Advanced Self Managed Superannuation Funds Program - Other - Kaplan ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd ~ 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan |
| Matthew Hastie | 1997 | 2000 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2020 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional |
| Matthew Kane Farrugia | 2016 | 2011 - Bachelor of Commerce - Bachelor Degree (AQF 7) - La Trobe University ~ 2011 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd ~ 2017 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited ~ 2025 - SuperConcepts Specialist SMSF Online Course - Other - Super Concepts |
| Matthew West | 2004 | 2005 - Diploma of Financial Services (Financial Planning) - - Tribeca |
| Matthew Woodards | 2005 | 2012 - Diploma of Finance and Mortgage Broking Management - - AAMC Training Group ~ 2013 - Diploma of Financial Planning - - Integrity Education Group ~ 2013 - Self Managed Superannuation Funds - - Integrity Education Group ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Melissa Christina Nicholson | 2021 | 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd ~ 2025 - SuperConcepts Specialist SMSF Online Course - Other - The University of Adelaide |
| Michael John Harwood | 2004 | 2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Murdoch University ~ 2002 - Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA). - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Ltd ~ 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd ~ 2006 - Master of Applied Finance and Investment - Masters Degree (AQF 9) - Finsia ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Ltd ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Michael Jon Spencer | 1992 | 1998 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association Australia ~ 1999 - Certified Financial Planner - Professional Designations - FPA ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2019 - FPC002b Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd |
| Michael Nicholas Moursellas | 2005 | 2003 - Bachelor of Business Double Major in Finance and Economics - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2005 - Graduate Diploma in Financial Planning (Historical SIA / FINSIA). - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Ltd ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Michael Oliver | 2013 | 2013 - Diploma of Financial Planning - - International Institute of Technology ~ 2014 - Principles in Self Managed Superannuation Funds - - International Institute of Technology |
| Michael Paul Partridge | 2010 | 2008 - Diploma of Financial Services (Financial Planning) - - Financial Services Institute of Australasia (FINSIA) ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2016 - Bachelor of Commerce (Accounting and Financial Planning) - - Curtin University |
| Michael Robert Stephens | 2001 | 2001 - Master of Business Administration - Masters Degree (AQF 9) - Monash University ~ 2004 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2007 - Master of Financial Planning - Masters Degree (AQF 9) - RMIT University ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited |
| Min WU | 2008 | 2001 - Bachelor of Computer Engineering - - University of New South Wales ~ 2001 - Master of Biomedical Engineering - - University of New South Wales ~ 2008 - Graduate Diploma of Financial Planning - - Kaplan (formerly FINSIA) ~ 2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia ~ 2013 - Master of Applied Finance - - Kaplan Professional ~ 2023 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan |
| Ming Zhang | 2010 | 2010 - Diploma of Accounting - - TAFE NSW ~ 2010 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2012 - Self Managed Superannuation Funds - Other - Kaplan |
| Mudit Agrawal | 0 | 2022 - Bachelor of Businss - Bachelor Degree (AQF 7) - Monash University ~ 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Nasser Zreika | 2001 | 1997 - Bachelor of Economics - - The Flinders University of South Australia ~ 2002 - Diploma Of Financial Services (Financial Planning) - - Kaplan Professional Education ~ 2011 - Margin Lending And Geared Investments - - Kaplan Professional Education ~ 2011 - Self Managed Superannuation Funds - - Kaplan Professional Education |
| Neel Shantibhai Popat | 2018 | 2008 - Master of Accounting (Honours) - Masters Degree (AQF 9) - Swinburne University of Technology ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited ~ 2025 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education Pty Limited |
| Neil Anthony Thomason | 1998 | 1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Murdoch University ~ 2002 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2008 - Self Managed Superannuation Fund Adviser Education Program - Other - Financial Essentials ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd |
| Neil Costley | 2014 | 1994 - Graduate Diploma of Business (Professional Accounting) - Graduate Diploma (AQF 8) - Edith Cowan University ~ 1998 - Master of Business Administration - Masters Degree (AQF 9) - The University of Western Australia ~ 2014 - Cavendish & ICFS Specialist SMSF Course - Other - Cavendish Superannuation Pty Ltd ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Nhan Tan LE | 2017 | 2013 - Bachelor of Commerce (Management) - Bachelor Degree (AQF 7) - The University of Melbourne ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd ~ 2016 - Master of International Finance - Masters Degree (AQF 9) - Deakin University ~ 2016 - Master of Professional Accounting - Masters Degree (AQF 9) - Deakin University ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited ~ 2025 - FPC004 Insurance Advice - Other - Kaplan Higher Education Pty Limited |
| Nicholas Blake Darcy | 2024 | 2023 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University |
| Nicholas Christou | 2007 | 2004 - Diploma of Business - Diploma (AQF 5) - Swinburne University of Technology ~ 2010 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT) ~ 2017 - Self-Managed Superannuation Funds - Other - Integrity Education Group ~ 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Nicholas John Webb | 2011 | 2008 - Bachelor of Business (Marketing) - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Master of Business (Finance) - Masters Degree (AQF 9) - Queensland University of Technology ~ 2013 - Certified Financial Planner - - FPA ~ 2014 - Master of Business Administration - Masters Degree (AQF 9) - Queensland University of Technology |
| Nick Kolevski | 2011 | 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Australian Institute of Financial Services and Accounting ~ 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Nicole Jane Mclean | 2015 | 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd ~ 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Nigel Compton | 1996 | 1999 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Deakin University ~ 2011 - Margin Lending & Geared Investments - Other - Kaplan Professional |
| Nigel Fenton | 1979 | 2001 - Diploma of Financial Planning - - Integratec |
| Noel Ching | 1998 | 1997 - Master of Business Administration - Masters Degree (AQF 9) - The University of Sydney ~ 2002 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA) ~ 2013 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Norman Angwar | 2008 | 2006 - Master of Applied Finance - Masters Degree (AQF 9) - Monash University ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - finsia ~ 2013 - 5 unit CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited ~ 2014 - Self Managed Suprannuation Funds - Other - Kaplan Education Pty Limited ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Orhan Azizoglu | 2000 | 1998 - Bachelor of Business Administration - - University Europea ~ 2000 - Graduate Diploma in Advanced Economics - - La Trobe University ~ 2004 - Self Managed Super Fund Course - - Tribeca ~ 2015 - Advanced Diploma of Financial Planning - - Kaplan ~ 2022 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan |
| Pasquale Paolo Del Grande | 1988 | 1998 - DFP1: Introduction to Financial Planning - Other - Financial Planning Association of Australia ~ 2001 - DFP2: Risk Management and Insurance Planning - Other - Financial Planning Association of Australia ~ 2002 - DFP3: Investment Planning 1 - Other - Financial Planning Association of Australia ~ 2002 - Estate Planning - Other - Integratec ~ 2002 - Investment Planning 2 - Other - Integratec ~ 2002 - Superannuation and Retirement Planning - Other - Integratec ~ 2002 - Taxation Planning - Other - Integratec |
| Patrick Czajka | 2018 | 2013 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Swinburne University ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Paul Alex Harrison | 2008 | 2005 - Bachelor Degree - Commerce - - Curtin University of Technology ~ 2007 - Diploma - Financial Planning - - Kaplan Professional Education ~ 2012 - Advanced Diploma - Financial Planning - - Kaplan Professional Education |
| Paul Allan Bryant | 1999 | 2004 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute |
| Paul Beste Kemp | 2008 | 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd |
| Paul Geisel | 1987 | 1994 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Advice Association Australia ~ 2015 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps |
| Paul Hayden | 2016 | 1997 - Bachelor of Commerce (Banking & Finance) - - University of Canberra ~ 2014 - Graduate Diploma of Financial Planning - - Kaplan Professional ~ 2018 - DFP5v3 Tax for Financial Advising (Short Answer Exam) - - Kaplan ~ 2018 - TASACLv1 Commercial Law - - Kaplan |
| Paul Joseph Masina | 2016 | 1995 - Bachelor Of Commerce (Economics & Finance) - Bachelor Degree (AQF 7) - University of Western Sydney ~ 2005 - Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA). - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2006 - Master of Business Administration - Masters Degree (AQF 9) - University of Technology, Sydney ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2014 - Margin Lending - Other - Pinnacle Financial Services Academy ~ 2014 - Self Managed Suprannuation Funds - Other - Pinnacle Financial Services Academy ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Paul Robert Timms | 2016 | 2011 - Bachelor Of Commerce (Finance) - Bachelor Degree (AQF 7) - Griffith University ~ 2011 - Bachelor of International Business - Bachelor Degree (AQF 7) - Griffith University ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2024 - FPE020 SMSF Regulation and Taxation - Other - Kaplan Higher Education Pty Limited |
| Paul Tsimopoulos | 2006 | 1992 - Associate Diploma of Accounting - - TAFE South Australia ~ 2006 - Certificate IV Financial Services (Finance/Mortgage Broking) - - TAFE South Australia ~ 2017 - Diploma of Financial Planning - - Kaplan Professional ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan |
| Peter John Kennedy | 2008 | 2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Western Australia ~ 2008 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Finsia ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd |
| Peter Petro Skanavis | 2008 | 2006 - Bachelor Of Mathematics and Finance - - University of Technology, Sydney ~ 2006 - Bachelor of Mathematics and Finance - Bachelor Degree (AQF 7) - University of Technology, Sydney ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Finsia ~ 2008 - Diploma of Financial Services - - Finsia ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2012 - Advanced Diploma of Financial Services - - Kaplan ~ 2012 - Advanced Diploma of Financial Services(Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited ~ 2014 - Self Managed Super Funds - Other - Kaplan Education Pty Limited ~ 2014 - Self Managed Superannuation Funds - - Kaplan |
| Peter Rowland Hawdon | 1991 | 2002 - Foundation DFP - Other - Financial Planning Association of Australia Limited ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - GWM Adviser Services Ltd ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited |
| Pradipkumar Dayalbhai Parmar | 2018 | 1999 - Bachelor of Science - Bachelor Degree (AQF 7) - Sardar Patel University ~ 2003 - Master of Business Administration - Masters Degree (AQF 9) - Saurashtra University ~ 2006 - Master of Information Technology - Masters Degree (AQF 9) - Federation University Australia ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Priyanka Wijesekera | 2007 | 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Planning Association of Australia ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2011 - Margin Lending & Geared Investments - Other - Kaplan Education Pty Limited |
| Raghavendra Vattam | 2005 | 2001 - Bachelor of Commerce (Accounting) - - Bangalore university ~ 2005 - Master of Financial Planning - - Griffith University ~ 2011 - Professional Diploma in Stockbroking - - DeakinPrime |
| Rajiv Regmi | 2016 | 2006 - Postgraduate Diploma in Accounting - Graduate Diploma (AQF 8) - Macquarie University ~ 2007 - Master of Business Administration - Masters Degree (AQF 9) - University of Ballarat ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2013 - 928 Margin Lending - Other - Kaplan Education Pty Limited ~ 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Ralston Garfield Grose | 2000 | 1999 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Adelaide ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2010 - Self Managed Superannuation Funds - Other - Kaplan Professional |
| Ramnan Gopal Mudaliar | 2011 | 2000 - Master of Management - - Southern Cross University ~ 2002 - Bachelor of Arts - - The University of the South Pacific ~ 2011 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy |
| Rashesh Gopaldas Bhavsar | 2008 | 2000 - Bachelor of Business Administration - Bachelor Degree (AQF 7) - Gujarat University ~ 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Rathakrishna Jeyabalasingam | 2013 | 2011 - Bachelor of Business (Financial Risk Management) - Bachelor Degree (AQF 7) - Victoria University ~ 2016 - Master of International Finance - Masters Degree (AQF 9) - Deakin University ~ 2020 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia Limited ~ 2023 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education Pty Limited ~ 2024 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Ray Regmi | 2010 | 2003 - Bachelor of Business (Accounting) - - Central Queensland University ~ 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional |
| Regan Frank Welburn | 2016 | 2007 - Bachelor of Exercise Science - Bachelor Degree (AQF 7) - Australian Catholic University ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education ~ 2024 - Accredited Behavioral Finance Professional (ABFP) - Professional Designations - Kaplan Professional ~ 2024 - Chartered Retirement Planning Counselor (CRPC) - Professional Designations - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Reginald Reuben Grantham | 2005 | 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2008 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology |
| Rhys Henry Breeuwer | 0 | 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Richard Bowyer | 1988 | 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited ~ 2011 - LRS Life Risk Specialist - Professional Designations - Financial Planning Association of Australia |
| Richard Fiorelli | 1990 | 2002 - Siploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia ~ 2005 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Ltd |
| Richard Marshall Johnson | 1995 | 1994 - Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University ~ 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Advice Association Australia ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Ltd ~ 2014 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited |
| Richard Thomas Gough | 2013 | 2009 - Certificate 4 in Financial Services (Accounting) - - Swinburne University of Technology ~ 2012 - Diploma of Financial Planning - - Kaplan |
| Robert Bosevski | 2003 | 1999 - Bachelor of Commerce in Accountancy and Management - Bachelor Degree (AQF 7) - University of Wollongong ~ 2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2012 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2017 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia ~ 2020 - FPC002b Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd |
| Robert Wearne | 1995 | 2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd ~ 2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Ltd ~ 2024 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps |
| Roberto Malu | 2008 | 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education |
| Roderick John Goswell | 2007 | 2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia ~ 2007 - Investment Planning 1 - Other - Tribeca ~ 2019 - FPC002b Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd |
| Rosario Monteleone | 2013 | 2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology (IIT) ~ 2013 - RG146 Tier 1 Specialist Margin Lending Course - Other - International Institute of Technology ~ 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Ross Miller | 2001 | 1987 - Bachelor of Engineering - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2014 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Ryan Michael Chwalko | 2013 | 2006 - Bachelor of Commerce major in Financial Planning (v1) - Bachelor Degree (AQF 7) - Deakin University ~ 2014 - Cavendish & ICFS Specialist SMSF Course - Other - Cavendish ~ 2016 - SMSF Specialist Advisor - Professional Designations - Self Managed Super Fund Association ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Ryan Thomas Bultitude | 2016 | 2016 - Diploma of Financial Planning - - Integrity Education Group |
| Ryan Turner | 2011 | 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd ~ 2012 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2014 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2015 - Accredited Listed Product Adviser Program - Other - Kaplan Education Pty Limited |
| Ryan Wadsworth | 2015 | 2013 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2014 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2016 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia ~ 2019 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor education ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Samuel Schmarr | 2016 | 2015 - Bachelor of Commerce - Bachelor Degree (AQF 7) - THe University of Newcastle Australia ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd ~ 2019 - Self Managed Superannuation Funds - Professional Designations - Kaplan Education Pty Ltd ~ 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Sanchi Kogata | 2024 | 2021 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Mumbai ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - Margin Lending Specialist - Other - Kaplan Professional ~ 2023 - SMSF Regulations and Taxation - Other - Kaplan Professional |
| Scott Matthew Young | 2015 | 1993 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of Queensland ~ 2000 - Diploma of Financial Advising - Advanced Diploma (AQF 6) - FINSIA ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2017 - DFP5v2 Tax for Financial Advising - Other - Kaplan Education Pty Ltd ~ 2017 - TASACLv1 Commercial Law - Other - Kaplan Education Pty Ltd ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Scott Regan Nowland | 2004 | 2001 - Master of Business Administration - - University of Technology Sydney (UTS) ~ 2003 - Graduate Diploma in Personal Financial Planning - - University of Southern Queensland ~ 2008 - Self Managed Superannuation Funds - Other - Kaplan |
| Scott Thomas Dawes | 2006 | 1994 - Bachelor of Education - - Deakin University ~ 2006 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan |
| Shane Alan Moodie | 2002 | 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2017 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Financial Services ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Shane Peter Reinke | 1991 | 1990 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University ~ 1999 - Diploma in Life Insurance - Bridging Course - Ethics - Australian Life Writers Association ~ 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2015 - Self Managed Superannuation Funds - Other - Mentor Education |
| Shivani Singla | 2015 | 2015 - Diploma of Finance and Mortgage Broking Management - Other - AAMC Training Group ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - AAMC Training Group ~ 2016 - Self Managed Superannuation Funds - Other - AAMC Training Group ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional |
| Shonel Louise Vuletich | 2011 | 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited ~ 2013 - Advanced Self Managed Superannuation Funds Workshop - Other - Kaplan ~ 2017 - Bachelor of Commerce (Economics and Financial Planning) - Bachelor Degree (AQF 7) - Curtin University ~ 2024 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Simon Juraszek | 2012 | 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2012 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2013 - 928S Margin Lending - Other - Kaplan Education Pty Limited ~ 2016 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - AAMC Training Group |
| Stefan Angelini | 2016 | 2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2014 - Investment Products 3: Securities, Management Investments, Margin Lending - Other - Kaplan Education Pty Limited ~ 2015 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Stefan Rose | 2013 | 2012 - Bachelor of Business - Bachelor Degree (AQF 7) - Monash University ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy ~ 2017 - Fellow Chartered Financial Practitioner course - Professional Designations - Financial Advice Association of Australia Limited ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Stephen John Jenkosky | 1992 | 2000 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Deakin University ~ 2006 - Master Of Financial Planning - Masters Degree (AQF 9) - University of the Sunshine Coast ~ 2010 - SMSF Specialist Adviser - Professional Designations - SPAA |
| Stephen Peter Weinstein | 1999 | 2001 - Diploma of Financial Markets - Advanced Diploma (AQF 6) - Securities Institute ~ 2002 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association Australia ~ 2004 - Self Managed Superannuation Funds - Other - Tribeca Learning (Aust) Pty Limited ~ 2017 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps |
| Stephen Robert Layfield | 2004 | 1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University ~ 2002 - Diploma of Financial Planning units 1 to 7 - Other - Financial Advice Association Australia ~ 2010 - Margin Lending Accreditation Program - Other - Deakin Prime/ Stockbrokers Association |
| Steven Ross | 2005 | 1995 - Bachelor of Arts in Business Organisation - Bachelor Degree (AQF 7) - Heriot-Watt University ~ 2003 - Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2004 - Graduate Diploma in Financial Planning (Historical SIA / FINSIA) - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2017 - SuperConcepts & ICFS Specialist SMSF Course - Other - Super Concepts |
| Steven Wong | 2006 | 2005 - Bachelor of Commerce major in Financial Planning (v1) - Bachelor Degree (AQF 7) - Deakin University ~ 2016 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd ~ 2021 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Sukumar Keshava Murthy | 2018 | 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd ~ 2020 - Margin Lending - Other - Kaplan Education Pty Ltd ~ 2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Sun Hee Hres | 1999 | 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2010 - ASX Accredited Listed Products Adviser - Other - Kaplan Education Pty Ltd ~ 2010 - Margin Lending & Geared Investments - Other - Kaplan Education Pty Ltd ~ 2010 - Self Managed Superannuations Funds - Other - Kaplan Education Pty Ltd |
| Suzi Djulistan Rahimovska | 2005 | 1994 - Advanced Certificate in Accounting - - Northern Metropolitan College of TAFE ~ 1995 - Associate Diploma of Business (Accounting) - - Northern Metropolitan College of TAFE ~ 2006 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - - Kaplan Professional |
| Tania Jane Coutin | 2022 | 2020 - Bachelor of Commerce major in Financial Planning - Bachelor Degree (AQF 7) - Deakin University ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited ~ 2021 - Accredited Listed Product Adviser Program - Other - Kaplan Education Pty Ltd ~ 2022 - FPE016 Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited |
| Taylor Bannister | 2024 | 2023 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University |
| Thelma Jaekel | 2010 | 2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2010 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited ~ 2017 - Fellow Chartered Financial Practitioner course - Professional Designations - Financial Advice Association of Australia Limited ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Theo Makris | 2009 | 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education |
| Theodore Mallos | 2007 | 2002 - Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University ~ 2004 - Graduate Diploma in Financial Planning (Historical SIA / FINSIA) - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2006 - Master of Financial Planning - Masters Degree (AQF 9) - Royal Melbourne Institute of Technology ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Thomas James Sumner | 2025 | 2023 - Bachelor of Business (Financial Planning) (DBRF) - Bachelor Degree (AQF 7) - University of South Australia ~ 2025 - Margin Lending Specialist - Other - Kaplan Education Pty Ltd |
| Timothy Ambrose Denton | 1994 | 1993 - Bachelor of Commerce - - Adelaide University ~ 1995 - Graduate Diploma in Applied Finance and Investment - - Securities Institute of Australia ~ 1997 - Diploma of Financial Planning - - FPA ~ 2001 - Certified Financial Planner - - Financial Planning Association of Australia |
| Timothy James Vander Kraats | 2016 | 2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Notre Dame Australia ~ 2011 - Chartered Accountant Program - Professional Designations - Chartered Accountants Australia and New Zealand ~ 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited ~ 2025 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Higher Education Pty Limited |
| Timothy John Grapiglia | 2018 | 2016 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional |
| Tina Tran | 1998 | 1993 - Bachelor of Commerce in Accounting - Bachelor Degree (AQF 7) - The University of New South Wales ~ 2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd |
| Toan Trinh Nguyen | 2001 | 2003 - Bachelor of Arts - Bachelor Degree (AQF 7) - Monash University ~ 2009 - Diploma Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty ~ 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2023 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education Pty Limited ~ 2023 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association Limited |
| Tony Peric | 1999 | 2004 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia ~ 2009 - Advanced Diploma Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2010 - RG146 Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Australia |
| Trevor O'callaghan | 2012 | 2001 - Bachelor of Economics - Bachelor Degree (AQF 7) - Murdoch University ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca |
| Triet Tan LE | 2010 | 2009 - Diploma of Financial Services (Financial Planning) - - Investment Banking Institute (IBI) ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Investment Banking Institute (IBI) ~ 2015 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group ~ 2018 - Master of Business Administration - Masters Degree (AQF 9) - Australian Institute of Business (AIB) ~ 2020 - Ethics and Professionalism - Bridging Course - Ethics - Griffith University |
| Troy Dene Hurren | 2001 | 2003 - Diploma of Financial Advising - Advanced Diploma (AQF 6) - Securities Institute ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Ltd ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Trudy Kattwinkel | 2011 | 1994 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University ~ 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - GWM Adviser Services Limited (ThreeSixty) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Vadim Doubrovski | 2018 | 2018 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Kaplan Higher Education Pty Limited ~ 2019 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited ~ 2020 - Graduate Diploma of Financial Planning. - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2021 - TPB507FA Commercial Law for Tax (Financial) Advisers - Other - AAMC Training Group |
| Verghese Thomas | 2005 | 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning (Aust) Pty Limited ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2010 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd ~ 2011 - Advanced Diploma Of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited ~ 2020 - FPC002b Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd |
| Vernon Joseph Charteris | 2000 | 2004 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Limited ~ 2008 - 5 unit CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Victor Martin Kortlang | 2025 | 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University |
| Vidyadhar Pai | 2013 | 2010 - Master of International Finance - Masters Degree (AQF 9) - Deakin University ~ 2010 - Master of Professional Accounting - Masters Degree (AQF 9) - Deakin University ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2016 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited ~ 2022 - TFAv1 Tax for Financial Advising - Other - Kaplan Education Pty Ltd |
| Vincent Hayes | 2009 | 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited |
| Wayne Mathew Terry | 2018 | 2014 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Southern Cross University ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited ~ 2022 - 5 unit CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited |
| Wayne Steven Ryan | 2006 | 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education |
| William Declan Hackett | 1997 | 2004 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional ~ 2019 - FPC002b Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional |
| Winston Angus Lancelot Mckell | 2022 | 2020 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University ~ 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited |
| Witsava Shawcross | 2012 | 2005 - Bachelor of Business (Major in International Business Major in Management) - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2011 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2023 - FPC002b Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd |
| Yat Hei Wong | 2008 | 2004 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - Queensland University of Technology ~ 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan |
| Yves Frans Paul Schoof | 2009 | 2008 - Graduate Diploma in Financial Planning (Historical SIA / FINSIA). - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited ~ 2020 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Education Pty Ltd |