Synchron Advice Pty ltd

AFS License Number
243313
Name
Synchron Advice Pty ltd
ABN/ACN/ARBN
33007207650
Licensee issued
March 1, 2004
Address
Melbourne, 3004, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
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.

Location

Advisers

Name First provided advice Qualification and trainings
 Adam Benjamin Peacey 2008 2006 - Bachelor of Commerce - - University of Southern Queensland ~ 2008 - Diploma of Financial Services (Financial Planning) - - Finsia ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2011 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2015 - Advanced Diploma of Financial Planning - - Mentor Education
 Adam Kieran Stennett 2024 2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Australian National University ~ 2010 - Chartered Accountant - Professional Designations - Institute of Chartered Accountants Australia ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2024 - SuperConcepts SMSF Specialist - Professional Designations - SuperConcepts
 Aiyuty Soetanto 1998 1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia ~ 2000 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 2001 - Certified Financial Planner - Professional Designations - FPA ~ 2002 - Master of Accounting - Masters Degree (AQF 9) - Curtin University ~ 2022 - Accredited Aged Care Profesional - Other - Aged Care Steps (ACS)
 Alex Trikolas 1989 2003 - Bachelor of Arts - Chinese/Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin ~ 2003 - Certified Financial Planner - - FPA ~ 2003 - Diploma of Financial Planning - - FPA
 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
 Alexander Mae 2012 2014 - Advanced Diploma of Financial Planning (Qualification) - - Kaplan Professional ~ 2014 - Foundations of Financial Planning - - Kaplan ~ 2014 - Self Managed Superannuation Funds - - Kaplan ~ 2015 - 928 Margin Lending - - Kaplan
 Amit Odhavji 2012 2012 - Diploma of Financial Planning - - International Institute of Technology (IIT)
 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 Business (Accounting) - - Edith Cowan University ~ 2001 - Diploma of Financial Planning - - Financial Planning Association ~ 2011 - Margin Lending and Geared Investments - - Kaplan ~ 2014 - Certified Financial Planner - - Financial Planning Association of Australia
 Andrew Geoffrey Boyer 2004 2005 - Diploma of Financial Planning - - Deakin University ~ 2014 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide ~ 2016 - Margin Lending - 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 Professional ~ 2019 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 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 - - Victoria University ~ 2006 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2017 - DFP5v3 Tax for Financial Advising - - Kaplan ~ 2018 - TASACLv1 Commerical Law - - Kaplan
 Anthony Brian Isaac 1997 1998 - Bachelor of Applied Science - - Queensland University of Technology ~ 2001 - Diploma of Financial Planning - Diploma (AQF 5) - FPA ~ 2002 - Certified Financial Planner - - Financial Planning Association
 Anthony Fowler 2014 2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Macquarie University ~ 2006 - Master of Commercial Law - Masters Degree (AQF 9) - Macquarie University ~ 2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Antonios Zaras 2005 2005 - Diploma of Financial Services (Financial Planning) - - ThreeSixty ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2012 - Self Managed Superannuation Funds - - Kaplan Professional
 Arash Ash Hassani 2014 2010 - Certificate 4 in Financial Services (Finance/Mortgage Broking) - - Traineeship Management Australia ~ 2014 - Risk Management (Insurance) - - Investment Banking Institute ~ 2016 - Diploma of Financial Planning - - International Institute of Technology
 Ashley David Mcintosh 2004 2002 - Graduate Diploma of Financial Planning - - Securities Institute of WA ~ 2012 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy
 Barry Ryan Sher 2007 2002 - Diploma - Commerce - - MIBT ~ 2006 - Bachelor Degree - Commerce - - Deakin University ~ 2015 - Certificate - Finance and Mortgage Broking - - The National Finance Institute
 Benjamin Michael Marinovich 2012 2000 - Bachelor of Commerce - - Curtin University ~ 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Planning - - RG146 Training Australia ~ 2018 - DFP5v3 Tax for Financial Advising - - Kaplan ~ 2018 - TASACLv1 Commercial Law - - Kaplan
 Blair Macintosh 2013 2013 - Diploma of Financial Planning - - Kaplan
 Brendan Brennan 2023 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Brett Geappen 2003 2010 - Diploma of Financial Planning - - Kaplan Professional
 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 - - University of Balarat ~ 2002 - Graduate Diploma of Applied Finance & Investment - - Kaplan ~ 2005 - Graduate Diploma of Financial Planning - - Kaplan ~ 2010 - Self Managed Superannuation Funds - - Kaplan ~ 2012 - ASX Accredited Listed Product Adviser (ALPA) Program - - Kaplan
 Bruce Richard Sivalingam 1989 1983 - Bachelor of Economics - - University of Western Australia ~ 1989 - Master of Economics - - 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 ~ 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Bruno Luis Dos Santos Andre 0 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 2010 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2012 - Provide Advice in Self Managed superannuation Funds - - Kaplan Professional ~ 2014 - Diploma of Financial Planning - - Kaplan Professional
 Chi Zhang 0 2014 - Master of Commerce (Finance) - Masters Degree (AQF 9) - The University of Sydney ~ 2015 - Master of Professional Accounting - Masters Degree (AQF 9) - Top Education Institute ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 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) - - RMIT University ~ 2011 - Certified Financial Planner - Other - Financial Planning Association ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan ~ 2013 - Self Managed Superannuation Funds - Other - Kaplan ~ 2018 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional
 Ciaran Moore 2013 2005 - Bachelor of Commerce - - Macquarie University ~ 2008 - Bachelor of Commerce - - Macquarie University Academic Record ~ 2013 - Diploma of Financial Planning - - Mentor Education ~ 2014 - SMSF Certification - - Mentor Education ~ 2014 - Self Managed Superannuation Funds - - Mentor ~ 2015 - Advanced Diploma of Financial Planning - - Mentor Education
 Clay Thomas Bland 2017 2014 - Diploma of Financial Planning - - AAMC Training Grourp ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Craig Lindner 2009 1984 - Bachelor of Business - - Riverina College of Advanced Education ~ 1999 - Graduate Diploma of Applied Finance & Investment - - Securities Institute/Finsia ~ 2010 - Accredited Listed Product Adviser Program (ALPA) - - Kaplan Professional ~ 2015 - Diploma of Financial Planning - - Kaplan Professional
 Cuong Quach 2013 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Dale Mathew Barratt 2000 2004 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia ~ 2007 - Master of Financial Planning - Masters Degree (AQF 9) - RMIT ~ 2011 - Master of Applied Finance - - KAPLAN ~ 2014 - Masters of Business Administration - - Deakin University ~ 2019 - Ethics and professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Damian Andrew Eales 2008 2014 - Diploma of Financial Planning - - Kaplan Professional
 Damian James Talbot 2011 2010 - Diploma of Financial Services (Financial Planning) - - RG 146 Training Australia
 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) - - AMP Limited ~ 2004 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2006 - Self Managed Superannuation Funds - - Tribeca ~ 2011 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Kaplan Professional ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - - 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) - - Tribeca Learning Australia ~ 2005 - Diploma of Financial Services (Financial Planning) - - Tribeca Learning Australia ~ 2005 - Self Managed Superannuation Funds - - Tribeca Learning Australia ~ 2018 - Accredited Listed Product Adviser Program - - Kaplan ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 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 (Financial Planning) - - Curtin University ~ 2016 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
 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 ~ 2014 - 921 Managed Investments - Knowledge and Skills - Other - Kaplan Professional ~ 2015 - Margin Lending Accreditation Program - Other - Deakin Prime
 Dau Anh Pham 2009 2007 - Certificate IV Financial Services (Finance/Mortgage Broking) - - AAMC Training Group ~ 2008 - Diploma of Financial Services (Financial Planning) - - AAMC Training Group ~ 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - - AAMC Training Group
 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 - - University of Newcastle ~ 1980 - Chartered Accountant - - Chartered Accountants Australia New Zealand ~ 2010 - Margin Lending and Geared - - Kaplan ~ 2011 - ASX Listed Products Accreditation Course - - LPACOnline
 David John Rylah 2013 2013 - Diploma of Financial Planning - - Intellitrain Training Australia ~ 2015 - Advanced Diploma of Financial Planning - - Monarch Institute ~ 2016 - SMSF Accreditation - - Monarch Institute
 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 Maddern 2000 2004 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan ~ 2015 - Self Managed Superannuation Funds - Other - Mentor Education
 David Nelson 2005 2006 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia ~ 2011 - SMSF Specialist Advisor - Other - SMSF Association ~ 2019 - Financial Adviser Exam - Other - FASEA
 David Ross Taylor 2011 2006 - Certificate III in Financial Services (General Insurance) - - AMP Limited ~ 2008 - Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd
 Dean Desoukey 2015 2012 - Bachelor Business Commerce (Applied Finance) - Bachelor Degree (AQF 7) - University of Sydney ~ 2012 - Diploma Financial Planning FNS50610 - Diploma (AQF 5) - Kaplan Australia ~ 2014 - Advanced Diploma Financial Planning FNS60410 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2015 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2019 - RG146 Margin Lending - Diploma (AQF 5) - Kaplan Australia
 Devan Jerome King 2016 2013 - Graduate Diploma in Financial Planning - - University of Free State ~ 2016 - Diploma of Financial Planning - - Monarch Institute
 Dinesh Aggarwal 2015 2010 - Graduate Diploma of Chartered Accounting - - The Institute of Chartered Accountants in Australia ~ 2015 - Advanced Diploma and Diploma of Financial Planning - - Integrity Education Group ~ 2015 - Diploma of Financial Planning - - Integrity Education Group ~ 2015 - Self managed Superfunds and margin Lending - - Integrity Education Group ~ 2017 - FCPA - - CPA Australia
 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 - - Kaplan Professional ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Emily Bowker 2012 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2012 - Diploma of Finance and Mortgage Broking Management - - Institute of Strategic Management ~ 2014 - Cavendish & ICFS Specialist SMSF Course - - The University of Adelaide ~ 2015 - Margin Lending - - Kaplan Professional
 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 - - The University of New England ~ 2003 - Graduate Diploma in Personal Financial Planning - - University of Southern Queensland ~ 2008 - Self Managed Superannuation Funds - - Kaplan Professional ~ 2012 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy
 Gene Harlow 2001 2002 - Diploma of Financial Planning (DFP1-4) - - Tribeca Learning ~ 2003 - Taxation Planning - - Tribeca Learning ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
 George Collie 2017 2014 - Certified Financial Planner - - Financial Planning Association ~ 2014 - Diploma of Financial Planning - - Pinnacle ~ 2015 - Master of Applied Finance (FinPlan) - - Charles Sturt University ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 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 of Financial Planning - Graduate Diploma (AQF 8) - Finsia ~ 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) ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Gloria Mina 2007 2006 - Bachelor of Business (Accounting) - - RMIT University ~ 2011 - Diploma Of Financial Planning - - Kaplan ~ 2011 - Magin Lending - - Kaplan ~ 2013 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Grant Millar 2014 2014 - Diploma of Financial Planning - - Monarch Institute ~ 2015 - Advanced Diploma of Financial Planning - - Monarch Institute ~ 2018 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Southern Queensland
 Greg Kadel 2003 2003 - Completed Subjects 1&2 of a Diploma of Financial Services (Financial Planning) - - Integratec ~ 2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Gregory Blumenthal 2010 2006 - Provide Advice in Life Insurance - - Finsia, ~ 2006 - Provide Advice in Managed Investments - - Finsia ~ 2006 - Provide Advice in Superannuation - - Finsia
 Guang Lin 2016 2010 - Diploma Of Financial Services - - Mentor Education Group ~ 2010 - Master of Commerce (Accounting) - - University Of Sydney ~ 2011 - Master Of Applied Finance - - University Of Western Sydney ~ 2015 - Advanced Diploma Of Financial Planning - - Kaplan Professional Education ~ 2016 - Self Managed Superannuation Funds - - Kaplan
 Guy Munro Mankey 1979 2001 - Risk Management and Insurance Planning - - FPA ~ 2004 - Diploma of Financial Services ( Financial Planning ) - - 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 ~ 2021 - Self Managed Superannuation Funds - Other - Kaplan
 Hayley Dyson 2010 2007 - Bachelor Degree - Applied Finance - - University of South Australia ~ 2010 - Advanced Diploma - Financial Planning - - Kaplan Professional ~ 2014 - Masters Degree - Business Administration - - Deakin University ~ 2014 - Masters Degree - International Finance - - Deakin University ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 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 Honours Degree (AQF 8) - Latrobe University ~ 2015 - Diploma of Financial Planning 50615 - Diploma (AQF 5) - Kaplan ~ 2015 - Master of Professional Accounting - Masters Degree (AQF 9) - Kaplan ~ 2023 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Howard Anthony Tew 1982 1998 - Introduction to Financial Planning - - Financial Planning Association ~ 1998 - Investment Planning: Fundamentals - - Financial Planning Association ~ 1998 - Risk Management & Insurance Planning - - Financial Planning Association ~ 1999 - Taxation Planning - - Financial Planning Association ~ 2001 - Superannuation & Retirement Planning - - Integratec
 Howard Denis Harvey Norman 2016 2016 - Diploma Of Financial Planning - - Kaplan
 Ian Finney 2004 1982 - Bachelor of Business - - Caulfield Institute of Technology ~ 2015 - Diploma of Financial Planning - - Mentor Education ~ 2016 - Accredited Aged Care Professionals - - Aged Care Steps
 Ian Mcleod 1988 2002 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan
 Jack Oineza 2014 2005 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2006 - Taxation Planning - - Tribeca ~ 2007 - Estate Planning - - Kaplan ~ 2011 - Margin Lending and Geared Investments - - Kaplan ~ 2013 - Self Managed Superannuation Funds - - Kaplan ~ 2014 - Advanced Diploma of Financial Planning - - Kaplan ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2023 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
 Jack William Mayer 2024 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Jacquelyn Anne Rennie 2009 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2011 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - Accredited Aged Care Professional Program - Other - Aged Care Steps
 Jade Louise Mckay 2018 2018 - Diploma of Financial Planning - - Kaplan ~ 2018 - Managed Investments and Securities - - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 James Ainslie Beard 2014 2014 - Bachelor Degree - Business - - RMIT ~ 2014 - Tier 1 Margin Lending - - Kaplan
 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 - - Kaplan Professional ~ 2014 - Securities and Managed Investments - - Kaplan Professional ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 James Charles Clifton 2007 2007 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2011 - Margin Lending and Geard Investments - - Kaplan ~ 2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 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) - - RG146 Training Australia ~ 2011 - Margin Lending and Geared Investments - - Kaplan ~ 2014 - Graduate Diploma of Financial Planning - - Kaplan ~ 2015 - Master of Applied Finance - - Kaplan ~ 2016 - SMSF Specialist Adviser - - SMSF Association
 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) - - Kaplan ~ 2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Jason George Lane 2014 2008 - Bachelor of Business - Economics - - Queensland University of Technology ~ 2011 - Master of Business - Applied Finance - - Queensland University of Technology ~ 2012 - Accredited Derivatives Adviser Level One - - Kaplan ~ 2012 - Margin Lending and Geared Investments - - Kaplan ~ 2013 - SMSF - - Kaplan ~ 2014 - Dip of Finance and Mortgage Broking Management Upgrade Module - - Kaplan ~ 2014 - Diploma of Fin Planning - - Kaplan ~ 2014 - Diploma of Finance & Mortgage Broking - - Kaplan ~ 2014 - Diploma of Financial Planning - - Kaplan ~ 2014 - Self Managed Superannuation Funds - - Kaplan
 Jason George Vozvoteca 2004 1989 - Bachelor of Arts (Biological Science) - Bachelor Degree (AQF 7) - Flinders University ~ 2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
 Jennifer Anne Denver 2004 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - - Intellitrain ~ 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - - Mentor Education Pty Ltd ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Jery Mourelatos 2000 1989 - Bachelor Degree - Behavioural Science - - La Trobe University ~ 1995 - Graduate Diploma - Dip Superannuation Management - - Macquarie University ~ 2001 - Graduate Diploma - Applied Finance and Investments - - Securities Institute Australia ~ 2011 - Graduate Certificate - IV Mortgage Broking - - Online Education ~ 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Jesse Samuel Field 2018 2018 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - University of Newcastle ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
 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 ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Jodi Lea Rose-nealy 2003 1997 - Bachelor of Science - - Monash University ~ 1998 - Certified Financial Planner - - FPA ~ 2003 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2005 - Diploma of Mortgage Lending - - Securities Institute ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Joel Cleary 2009 2008 - Bachelor of Commerce - - University of Melbourne ~ 2013 - Advanced Diploma in Financial Planning - - Kaplan Professional Education ~ 2018 - Certified Financial Planner - - Financial Planning Association
 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 Gilfillan 1995 2002 - PS146 Compliance Program - - Securities Institute
 John Hiolos 2011 2011 - Bachelor of Commerce - - Deakin University ~ 2017 - Invest Self-managed Superannuation funds assets - Other - Integrity Education Group ~ 2017 - Provide Advice In Managed Investments - Other - Kaplan ~ 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 - - University of New South Wales (NSW) ~ 1997 - Bachelor of Law - - University of New South Wales (NSW) ~ 2000 - Graduate Diploma in Applied Finance and Investment - - Securities Institute ~ 2018 - FChFP - Other - AFA ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Jonathon Pugliese 2017 2016 - Diploma of Financial Planning - - Kaplan Professional
 Jorge Lay 2004 2004 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education Group ~ 2009 - Self Managed Super Funds - - Kaplan Professional ~ 2011 - Margin Lending & Geared Investments - - Kaplan Professional
 Joseph Cilmi 2015 2010 - Professional Certificate in Self-Managed Superannuation - - The University of Adelaide ~ 2011 - SMSF Specialist Advisor (SSA) Accreditation - - SMSF Association ~ 2014 - Diploma of Financial Planning - - Pinnacle Financial Services Academy, ~ 2014 - Provide Advice in Margin Lending - - Pinnacle Financial Services Academy ~ 2021 - Ethics & Professional Standards for Financial Advisers - Bridging Course - Ethics - TAFE NSW
 Joshua Isaac Davidson 2018 2009 - Bachelor of Business - - Monash ~ 2018 - Diploma of Financial Planning - - Kaplan
 Joshua Vavala 2018 2017 - Bachelor of Business (Economics & Finance) - Bachelor Honours Degree (AQF 8) - Royal Melbourne Institute of Technology ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Judy Lee Hong Chew 2016 2006 - Bachelor of Business (Financial Planning & Finance) - - University of Technology
 Justin Allerton 2011 2007 - Finsia Certificate Stage 1 in Financial Advising - - Finsia ~ 2008 - Finsia Certificate Stage 2 in Financial Advising - - Finsia ~ 2011 - Bachelor Business (Financial Planning) - - RMIT University ~ 2015 - Certified Financial Planner (CFP) - - Financial Planning Association (FPA) ~ 2019 - Self Managed Superannuation Funds - - Kaplan
 Justin Bridger 2010 2010 - Diploma of Financial Services (Financial Planning) - - Mentor Education Group ~ 2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional ~ 2013 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional ~ 2021 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor
 Justin Daniel 2006 2004 - Intro to F.P, Insurance & Social Security, Super & Retirement Planning, Law of Invests & Fin Markets - - RMIT ~ 2006 - Wealth Creation & Preservation, F.P Practice Mgmt, Invest. & Portfolio Mgmt - - RMIT ~ 2009 - Self managed superannuation Funds - - Kaplan ~ 2014 - Graduate Certificate in applied finance - - Kaplan
 Justin Holzer 1999 1995 - Bachelor of Law - - University of Queensland ~ 1999 - Financial Planning Principles & Practice - - Securities Institute ~ 2001 - Master of Professional Accounting - - University of Southern Queensland ~ 2001 - Risk Management for Financial Services Professionals - - Integratec ~ 2002 - Investment Planning 1 - - FPA
 Justin Said 2005 2006 - Diploma in Financial Services (Financial Planning) - - Tribeca ~ 2013 - Self Managed Superannuation Funds - - International Institute of Technology
 Kar Foong Lim 2016 1994 - Bachelor of Accounting (Qualification) - - University of Malaya ~ 2008 - Master of Applied Finance - - Macquarie University ~ 2016 - Diploma of Financial Planning - - Mentor Education Pty Ltd ~ 2017 - SuperConcepts & ICFS Specialist SMSF course - - The University of Adelaide
 Karen Wright 2012 2012 - Diploma of Financial Planning - - Kaplan
 Karyn Marie Nimmo 2012 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2017 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Kathleen Renee Adams 2005 2005 - Self Managed Superannuation Funds - - Tribeca ~ 2017 - Advanced Diploma of Financial Planning - - Kaplan ~ 2018 - Graduate Certificate in Financial Planning - - Kaplan ~ 2019 - Ethics and Professionalism in Financial Advice - Other - Kaplan ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 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 2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional ~ 2021 - FPE016 Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - Accredited Aged Care Profesional - Other - Aged Care Steps (ACS) ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Kenneth Chamlika Weerasiri 2007 2009 - Diploma of Financial Services (Financial Planning) - - RG146 Training Australia ~ 2010 - Advanced Diploma of Financial Services - - International Institute of Technology ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2022 - Master of Financial Planning - Other - Kaplan
 Kerry Farquharson 2008 2006 - Bachelor Degree - Commerce - - James Cook University ~ 2008 - Diploma - Financial Planning - - Kaplan ~ 2010 - Advanced Diploma - Financial Planning - - Kaplan
 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 2010 - Advanced Diploma of Financial Services (Financial Planning) - - International Institute of Technology ~ 2014 - Self Managed Superannuation Funds - - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Kym William Nitschke 2008 2000 - Generic Financial Planning - - Chartered Accountants ~ 2000 - Managed Investments - - Chartered Accountants ~ 2000 - Superannuation and Retirement Planning - - Chartered Accountants ~ 2001 - Risk Management - - FPA ~ 2009 - Self Managed Super Fund Course - - Kaplan
 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 Professional ~ 2009 - Kaplan Professional - Other - Self Managed Superannuation Funds ~ 2013 - 928S Margin Lending - Other - Kaplan Professional
 Lazo Lembovski 2010 1998 - Bachelor of Commerce (Accounting and Finance) - - Monash University ~ 2002 - Diploma of Financial Planning (DFP) - - Financial Planning Association (FPA) ~ 2003 - Certified Financial Planner (CFP) - - 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 - - Mentor ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - - RG146 Mentor Education Group ~ 2019 - Commercial Law for Tax (Financial) Advisers Skill Set - - Mentor ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Louise Catherine Davies 2009 2010 - Bachelor of Commerce (Accounting and Financial Planning) - - Curtin University
 Luke Alexander Harlow 2015 2015 - Diploma of Financial Planning - - Kaplan ~ 2016 - Bachelor of Commerce (Major in Finance) - Bachelor Degree (AQF 7) - The University of Queensland
 Man Tran 2012 2012 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy Pty Ltd ~ 2014 - Advanced Diploma of Financial Planning - - Pinnacle Financial Services Academy Pty Ltd
 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
 Maria Jan Ricketts 2000 2004 - Diploma of Financial Planning - - Financial Planning Association ~ 2009 - Bachelor of Business - - University of Southern Queensland ~ 2018 - Certified Financial Planner - - CFP
 Marijana Subasic 2018 2015 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
 Mark Andrew Greenaway 1986 2001 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA)
 Mark Anthony Italiano 2006 2004 - Entry Level Competencies - - Kaplan Professional Education ~ 2004 - Investment Planning 1 - - Tribeca Learning ~ 2004 - Risk Management - - Kaplan Professional Education ~ 2004 - Superannuation and Retirement Planning - - Tribeca Learning ~ 2015 - FNS51210 Diploma of Insurance Broking - - National Insurance Brokers Association of Australia
 Mark Cameron Fowler 1997 1995 - Bachelor of Commerce - - The University of New South Wales ~ 2003 - Diploma of Financial Planning - - Financial Planning Association of Australia ~ 2004 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Mark G Livingston 2004 2008 - Superannuation Tier 1 Adviser Solution & PS146 - - Kaplan ~ 2010 - ASIC Policy Statement 146 Compliance - - Australian and New Zealand Institute of Insurance and Finance ~ 2018 - Self Managed Suprannuation Funds - - Kaplan
 Mark John Lockwood 1998 1998 - Bachelor of Business - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia ~ 2003 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2005 - SMSF Specialist Adviser - - SMSF Association ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan
 Mark Philip Kalucy 1989 2002 - Diploma of Financial Markets - - Securities Institute ~ 2006 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2008 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education
 Mark Porter Maddern 2009 2009 - Advanced Diploma of Financial Services - - Kaplan Professional ~ 2010 - Certified Financial Strategist - - Association of Independently Owned Financial Professionals ~ 2010 - Fellow Chartered Financial Practitioner - - Asia Pacific Financial Services Association ~ 2011 - Bachelor Of Business (Marketing and Management - - Swinburne University ~ 2011 - SSA Specialist Adviser - - 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 Professional ~ 2023 - SMSF Regulations & Taxation - Other - Kaplan Professional
 Martin Guy Mcgrath 2008 2002 - Masters of Financial Planning - - Kaplan Private College ~ 2007 - Bachelor of Business Management - - University of Newcastle ~ 2013 - Professional Year of Study - - Institute of Chartered Accountants Australia ~ 2015 - Certified Financial Planner - - Financial Planners Association of Aust ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 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 - Advanced Diploma Services (Financial Planning) FNS60408 - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Matthew Carnegie 2006 2008 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education ~ 2014 - Advanced Self Managed Superannuation Funds Program - - Kaplan ~ 2019 - Ethics and Professionalism - Other - Kaplan ~ 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2019 - Masters of Financial Planning - Masters Degree (AQF 9) - 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 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 ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Melissa Christina Nicholson 2021 2016 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Michael John Harwood 2004 2000 - Bachelor of Commerce - - Murdoch University ~ 2003 - Graduate Diploma in Applied Finance and Investment - - Securities Institute ~ 2007 - Master of Applied Finance and Investment - - Finsia ~ 2009 - Certified Financial Planner - - FPA ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Michael Jon Spencer 1992 1998 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University ~ 1999 - Certified Financial Planner - Professional Designations - FPA ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
 Michael Nicholas Moursellas 2005 2003 - Bachelor of Business Double Major in Finance and Economics - - Edith Cowan University ~ 2005 - Graduate Diploma of Financial Planning - - Securities Institute ~ 2008 - CERTIFIED FINANCIAL PLANNER - - Financial Planning Association of Australia ~ 2015 - Fixed Income Course - - FIIG ~ 2020 - Kaplan - Bridging Course - Ethics - Ethics & Professionalism in Financial Advice
 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 - - Monash University ~ 2004 - Self Managed Superannuation Funds - - Kaplan ~ 2007 - Master of Financial Planning - - RMIT University ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2015 - Diploma of Financial Services (Financial Planning) - - Kaplan
 Min WU 2008 2001 - Bachelor of Computer Engineering - - University of New South Wales ~ 2001 - Master of Biomedical Engineering - - University of New South Wales ~ 2008 - Certified Financial Planner - - FPA ~ 2008 - Graduate Diploma of Financial Planning - - Finsia ~ 2008 - Graduate Diploma of Financial Planning - - Kaplan (formerly FINSIA) ~ 2013 - Master of Applied Finance - - Kaplan ~ 2013 - Master of Applied Finance - - Kaplan Professional
 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
 Moshe Chaiton 2015 2015 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 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
 Neil Anthony Thomason 1998 1997 - Bachelor of Commerce - - Murdoch University ~ 2002 - Graduate Diploma in Financial Planning - - Securities Institute Education ~ 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Neil Costley 2014 1995 - Graduate Diploma of Business in Professional Accounting - - Edith Cowan University ~ 2015 - Diploma of Financial Planning - - International Institute of Technology ~ 2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology ~ 2022 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Nicholas Christou 2007 2005 - Diploma of Business - - Swinburne University of Technology ~ 2010 - Bachelor of Business - - Swinburne University of Technology ~ 2010 - Diploma of Financial Services (Financial Planning) - - International Institute of Technology Pty Ltd (IIT) ~ 2017 - Invest Self-Managed Superannuation Funds Assets - Other - Integrity Education Group
 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) - - Australian Institute of Financial Services and Accounting
 Nicole Jane Mclean 2015 2000 - Australian Direct Marketing Certificate - - ADMA ~ 2005 - Diploma of Financial Services - - Kaplan
 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 - - University of Sydney ~ 2002 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA) ~ 2014 - Certificate IV in Finance and Mortgage Broking - - National Finance Institute ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2021 - Certified Financial Planner - Other - FPA
 Norman Angwar 2008 2006 - Master of Applied Finance - Masters Degree (AQF 9) - Monash University ~ 2007 - Diploma of Financial Services (Financial Planning) - - Finsia ~ 2008 - Certified Financial Planner - - FPA ~ 2014 - Self Managed Suprannuation Funds - - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 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 2002 - Diploma of Financial Services (Financial Planning) - - Integratec ~ 2002 - Estate Planning - - Integratec ~ 2002 - Investment Planning 2 - - Integratec ~ 2002 - Taxation Planning - - Integratec
 Patrick Czajka 2018 2015 - Foundations of Financial Planning - - Kaplan ~ 2015 - Insurance and Risk Protection - - Kaplan ~ 2015 - Superannuation and Retirement Planning - - Kaplan ~ 2016 - Advanced Financial Planning - - Kaplan ~ 2016 - Securities and Managed Investment - - Kaplan
 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 1991 - Diploma of Banking and Finance - - Holmesglen Institute of TAFE ~ 2004 - Diploma of Financial Advising - - Securities Institute
 Paul Beste Kemp 2008 1987 - Bachelor of Science (Major Business) - - Mount St. Mary's University ~ 2002 - Completed DFP Equivalent: Subjects 1-4 - - Securities Institute ~ 2005 - Completed Subjects 1-4 of an Advanced Diploma of Financial Services (Financial Planning) - - Tribeca learning Australia
 Paul Geisel 1987 1990 - Certified Financial Planner - - Financial Planning Association of Australia ~ 1994 - Diploma of Financial Planning - - Financial Planning Association of Australia
 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) - - University of western Society ~ 2014 - Diploma Of Financial Planning - - Pinnacle
 Paul Michael Owen Rogers 2012 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2013 - Self-Mananged Super Funds - - Integrity Education Group ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2018 - Margin Lending - - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 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 Professional ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 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 - - The University of Western Australia ~ 2008 - Graduate Certificate in Financial Planning - - Finsia ~ 2017 - Advanced Diploma of Financial Planning - - Kaplan
 Peter Petro Skanavis 2008 2006 - Bachelor Of Mathematics and Finance - - University of Technology, Sydney ~ 2006 - Bachelor of Mathematics and Finance - - University of Technology, Sydney ~ 2008 - Diploma of Financial Services - - Finsia ~ 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 - - Kaplan ~ 2012 - Advanced Diploma of Financial Services(Financial Planning) - - Kaplan ~ 2014 - Self Managed Super Funds - - Kaplan ~ 2014 - Self Managed Superannuation Funds - - Kaplan
 Peter Rowland Hawdon 1991 2000 - Diploma of Financial Services (Financial Planning) - - Financial Planning Association ~ 2002 - Advanced Diploma of Financial Services (Financial Planning) - - Financial Planning Association ~ 2006 - Self Managed Superannuation Fund Adviser Education Program - - Financial Essentials
 Priyanka Wijesekera 2007 2001 - Diploma of Business (Banking & Finance) - - Homesglen Tafe ~ 2004 - Diploma of Financial Services (Planning) - - FPA ~ 2005 - Investment Planning 2 - - Tribeca ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2011 - Margin Lending & Geared Investments - - Kaplan Professional
 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 - Bachelor Honours Degree (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 Professional ~ 2013 - Advanced Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 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 2006 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan
 Rathakrishna Jeyabalasingam 2013 2011 - Bachelor of Business in (Financial Risk Management) - - Victoria University ~ 2015 - Masters Degree - International Finance - - Deakin University ~ 2019 - CFP - Other - Financial Planning Association
 Ray Regmi 2010 2003 - Bachelor of Business (Accounting) - - Central Queensland University ~ 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
 Regan Frank Welburn 2016 2008 - Diploma Of Financial Services - - Mentor ~ 2009 - Advanced Diploma of Financial Services - - Mentor ~ 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 Professional
 Regan Isaac 2009 2015 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology Pty Ltd ~ 2018 - Margin Lending - Other - Kaplan Professional ~ 2021 - AchFP (Associated Chartered Financial Practitioner) - Professional Designations - Kaplan Professional ~ 2022 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - TAFE Higher Education
 Reginald Reuben Grantham 2005 2011 - Advanced Diploma of Financial Services (Financial Planning) FNS60404 - - International Institute of Technology (IIT) ~ 2011 - Diploma of Financial Services (Financial Planning) FNS50804 - - Kaplan Professional 2011 ~ 2011 - Self Managed Superannuation Funds - - Kaplan Professional
 Richard Bowyer 1988 2004 - Diploma of Financial Services - - Tribeca ~ 2009 - Advanced Diploma of Financial Services - - Tribeca ~ 2012 - Life Risk Specialist (LFS) - - FPA ~ 2013 - Accredited Estate Planning Specialist - - FPA
 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 - - Financial Planning Association of Australia (FPA)
 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 (Accounting) - - University of Wollongong ~ 2005 - Graduate Diploma in Financial Planning - - Securities Institute ~ 2015 - Certificate IV in Finance and Mortgage Broking - - The National Finance Institute ~ 2017 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Robert Wearne 1995 2004 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca
 Roberto Malu 2008 2007 - Bachelor of Commerce (Management & Marketing) - - Curtin University ~ 2008 - Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd ~ 2016 - Advanced Diploma of Financial Planning - - Mentor Education Pty Ltd
 Roderick John Goswell 2007 2006 - Graduate Diploma of Financial Planning - - Financial Services Institute of Australasia (FINSIA) ~ 2007 - Investment Planning 1 - - Tribeca ~ 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Rosario Monteleone 2013 2006 - Advanced Diploma of Accounting - - TAFE - SA ~ 2012 - Diploma of Financial Services (Financial Planning) - - International Institute of Technology (IIT) ~ 2013 - RG146 Tier 1 Specialist Margin Lending - - International Institute of Technology
 Ross Miller 2001 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education ~ 2014 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Ryan Michael Chwalko 2013 2006 - Bachelor of Commerce (Accounting and Financial Planning) - - Deakin University
 Ryan Thomas Bultitude 2016 2016 - Diploma of Financial Planning - - Integrity Education Group
 Ryan Wadsworth 2015 2013 - Bachelor of Business - - Swinburne University of Technology ~ 2014 - Graduate Diploma of Financial Planning - - Kaplan Professional ~ 2016 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA) ~ 2019 - Self Managed Superannuation Fund Adviser (Personal Advice) - - Mentor education
 Samuel Schmarr 2016 2013 - Diploma of Finance and Mortgage Broking - - Intellitrain ~ 2015 - Bachelor of Commerce - - University of Newcastle ~ 2015 - Diploma of Financial Planning - - Kaplan
 Sanchi Kogata 0 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 2015 - Diploma of Financial Planning - - Kaplan ~ 2017 - DFP5v2 Tax for Financial Advising - - Kaplan ~ 2017 - TASACLv1 Commercial Law - - Kaplan ~ 2018 - Advanced Diploma of Financial Planning - - Kaplan ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 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 2005 - Diploma of Financial Services (Financial Planning) - - AMP Financial Planning ~ 2017 - Advanced Diploma of Financial Planning - - Mentor Education ~ 2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Shane Peter Reinke 1991 1990 - Bachelor of Commerce (Accounting)¬† - - Griffith University ~ 1999 - Diploma of Life Insurance¬† - - Australian life writers association ~ 2003 - Certified Financial Planner - Other - Financial Planning Association ~ 2003 - Diploma of Financial Planning¬† - - Financial Planning Association of Australia (FPA)
 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) - - Kaplan Professional ~ 2011 - Margin Lending and Geared Investments - - Kaplan ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2013 - Advanced Self Managed Superannuation Funds Workshop - - Kaplan ~ 2017 - Bachelor of Commerce (Economics and Financial Planning) - - Curtin University of Technology
 Simon Juraszek 2012 2009 - Diploma - Finance and Mortgage Broking Management - - AAMC ~ 2011 - Diploma - Financial Planning - - Kaplan ~ 2016 - Advanced Diploma Financial Planning FNS60415 - - AAMC Training
 Simson Jingga 2016 2018 - ALPA - Other - Kaplan ~ 2018 - FPE016 - SMSF - Other - Kaplan ~ 2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
 Siobhan Tara Ashby 2018 2016 - Bachelor of Commerce (Finance, Financial Planning & Marketing) - Bachelor Degree (AQF 7) - Deakin University ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2022 - SMSF Regulations and Taxation - Other - Kaplan
 Stefan Angelini 2016 2012 - Bachelor of Commerce (Major in Finance & Economics) - - Monash University, Clayton ~ 2014 - Diploma of Financial Planning - - Kaplan Professional ~ 2016 - Advanced Diploma of Financial Planning - - Kaplan Professional
 Stefan Marchesani 2013 2011 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Victoria University ~ 2015 - Advanced Diploma of Financial Planning FNS60410 - Advanced Diploma (AQF 6) - Pinnacle ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Stefan Rose 2013 2012 - Bachelor of Business - - Monash University ~ 2013 - Diploma of Financial Planning - - Pinnacle Financial Services Academy ~ 2014 - Margin Lending - - Pinnacle Financial Services Academy ~ 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Stefanie Karin Goodwin 0 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Stephen John Jenkosky 1992 2000 - Diploma of Financial Planning - - Deakin University ~ 2006 - Masters Of Financial Planning - - University of the Sunshine Coast ~ 2007 - Graduate Member (GAICD) - - Australian Institute of Company Directors ~ 2009 - SMSF Specialist Adviser - - SPAA ~ 2010 - ASX Accredited Derivatives Adviser - - ASX
 Stephen Robert Layfield 2004 1997 - Bachelor of Commerce - - Monash University ~ 1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University ~ 2002 - Diploma of Financial Planning units 1 to 7 - Other - Financial Advice Association Australia ~ 2007 - Accredited Derivatives 1 & 2 - - Deakin Prime/ Stockbrokers Association ~ 2010 - Margin Lending Accreditation Program - Other - Deakin Prime/ Stockbrokers Association
 Steve Taiapa 1993 2001 - Diploma of Financial Planning - - Financial Planning Association of Australia
 Steven Ross 2005 1995 - Bachelor of Business - - heriot-watt university ~ 2003 - Graduate Diploma in Applied Finance and Investment - - Securities Institute ~ 2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
 Steven Wong 2006 2005 - Bachelor of Commerce - - Deakin University ~ 2006 - Diploma of Financial Planning - - Tribeca ~ 2016 - Self Managed Superannuation Funds - Other - Kaplan
 Sukumar Keshava Murthy 2018 2007 - Bachelor of Business Management - - Bangalore University ~ 2016 - Diploma of Financial Planning - - Kaplan
 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
 Thelma Jaekel 2010 2010 - Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2010 - Self Managed Superannuation Funds - - Kaplan
 Theo Makris 2009 2008 - Diploma of Financial Services (Financial Planning) - - Mentor Education / RG146 ~ 2011 - Diploma core RG146 Skills Competency - - Kaplan Professional ~ 2015 - Advanced Diploma of Financial Planning - - Mentor Education
 Theodore Mallos 2007 2001 - Bachelor of Economics - - Macquarie University ~ 2005 - Graduate Diploma Financial Planning - - FINSIA ~ 2006 - Master of Financial Planning - - RMIT University
 Thomas James Sumner 0 2023 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - University of South Australia
 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 2016 - Diploma of Financial Planning - - Kaplan
 Toan Trinh Nguyen 2001 2003 - Bachelor Arts (Sociology) - Bachelor Degree (AQF 7) - Monash University ~ 2009 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - MLC ThreeSixty ~ 2019 - FNS60415 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2023 - SMSF Specialist Adviser (SSA) - Other - 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 Degree - Economics - - Murdoch University ~ 2005 - Diploma of Financial Planning - - Tribeca ~ 2007 - Advanced Diploma - Financial Planning - - Kaplan ~ 2016 - Certified Financial Planner - - Financial Planning Association of Australia
 Triet Tan LE 2010 2009 - Advanced Diploma of Business Management - - Holmesglen Institute of TAFE ~ 2009 - Diploma of Financial Services (Financial Planning) - - Investment Banking Institute (IBI) ~ 2017 - Advanced Diploma of Financial Planning - - Integrity Education Group ~ 2018 - Master of Business Administration - - Australian Institute of Business (AIB) ~ 2020 - Ethics and Professionalism - Bridging Course - Ethics - Griffith University
 Troy Dene Hurren 2001 2003 - Diploma of Financial Advising - - Securities Institute of Australia ~ 2007 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2011 - Margin Lending - - Kaplan ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Trudy Kattwinkel 2011 1994 - Bachelor of Commerce - - Deakin University ~ 2003 - Diploma of Financial Planning - - ThreeSixty ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Vadim Doubrovski 2018 2018 - Graduate Certificate in Financial Planning - - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2021 - TPB507FA Commercial Law for Tax (Financial) Advisers - Other - AAMC Training Group
 Verghese Thomas 2005 2006 - Diploma of Financial Services ( Financial Planning) - - Tribeca ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2011 - Advanced Diploma Of Financial Services (Financial Planning) - - Kaplan ~ 2016 - Self Managed Superannuation Funds - - Kaplan ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Vernon Joseph Charteris 2000 2008 - Certified Financial Planner (CFP) - - Deakin University ~ 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Vincent Hayes 2009 2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Wayne Mathew Terry 2018 2014 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Southern Cross University (SCU) ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2023 - Certified Financial Planner - Professional Designations - FPA
 Wayne Steven Ryan 2006 2005 - Equivalent to Diploma of Financial Planning - - FINSIA ~ 2016 - Advanced Financial Planning - - Mentor
 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 ~ 2011 - Margin Lending and Geared Investments - Other - Kaplan
 Yat Hei Wong 2008 2004 - Bachelor of Business (Accountancy) - - Queensland University of Technology ~ 2007 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2011 - Margin Lending and Geared Investments - - Kaplan ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Yves Frans Paul Schoof 2009 1999 - Masters Degree - Translation - - Vlekho ~ 2003 - Certificate - Mutual Funds - - Institute of Bankers Ireland ~ 2004 - Diploma - Accounting and Finance - - Dublin Business School ~ 2008 - Graduate Diploma of Financial Planning - - Finsia ~ 2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan