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 |
|---|---|---|
| Aamir Azad Hirani | 2016 | Bachelor of Business (Accounting and Finance) - La Trobe University ~ Diploma of Financial Planning - Kaplan Professional Education ~ Ethics & Professionalism in Financial Advice - Kaplan ~ GCE Advanced Level - Bay View High School ~ Specialist Self Managed Superannuation Funds - International Institute of Technology |
| Adam Benjamin Peacey | 2008 | Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - University of Southern Queensland ~ Diploma of Financial Services (Financial Planning) - Finsia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Adrian Loadsman | 2012 | Diploma of Financial Services ( Financial Planning) - Kaplan |
| Aiyuty Soetanto | 1998 | Bachelor of Commerce - University of Western Australia ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University ~ Master of Accounting - Curtin University ~ Postgraduate Diploma in Business - Curtin University |
| Akash Brahma | 2007 | Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Service (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Integrity Education Group |
| Alex O'neill | 2014 | Bachelor of Business (International Business) - University of the Sunshine Coast (USC) ~ Diploma of Financial Planning - Integrity Education Group ~ Graduate Diploma in Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan ~ Self Managed Super Funds - Integrity |
| Alex Trikolas | 1989 | Bachelor of Arts - Chinese/Bachelor of Commerce - Deakin ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA |
| Alexander Kwok P Cheng | 1994 | Bachelor of Science - The University of Sydney ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Graduate Diploma in Applied Economics - Macquarie University ~ Master of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional |
| Alexander Sutherland | 2014 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Finance & Economics) - Griffith University ~ Certificate IV in Finance and Mortgage Broking - AAMC Training Group ~ Diploma of Financial Planning - Monarch Institute |
| Alexander Tickle | 2012 | 928 Margin Lending - Kaplan ~ Advanced Diploma of Financial Planning (Qualification) - Kaplan Professional ~ Foundations of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Allan Athol Meincke | 2011 | ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending - Kaplan ~ TASA and TPB Code of Professional Conduct - Kaplan |
| Allister Hugh Sutherland | 2017 | Diploma of Financial Planning - Monarch Institute ~ Graduate Certificate in Financial Planning - Griffith University |
| Amit Odhavji | 2012 | Diploma of Financial Planning - International Institute of Technology (IIT) |
| Andrew DI Carlo | 1998 | Bachelor Business (Accounting) - Edith Cowan University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending and Geared Investments - Kaplan |
| Andrew Geoffrey Boyer | 2004 | Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Planning - Deakin University ~ Margin Lending - Mentor Education |
| Andrew Harris | 1987 | Certificate 4 in Financial Planning - Integratec ~ Policy Statement 146 Knowledge Assessment - Tribeca |
| Andrew James Maddocks | 1987 | Certified Financial Planner - Financial Planning Association ~ Industry Standard Education - RG146 specialist knowledge - Financial Planning Association of Australia (FPA) |
| Andrew Leonard White | 1999 | Bachelor of Business - Deakin University ~ CPA - CPA Australia ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - International Institute of Technology ~ Ethics & Professionalism in Financial Advice - Kaplan |
| Andrew William Butterell | 2004 | Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning - Deakin University ~ Master of Commerce (Finance and Marketing) - The University of New South Wales ~ RG146 Superannuation & Self Managed Superannuation Funds - Financial Education Professionals |
| Ann Bayliss | 1999 | Cavendish & ICFS Specialist SMSF Course - The University of Adeliade ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan |
| Anna Purcell | 2006 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business - Victoria University ~ DFP5v3 Tax for Financial Advising - Kaplan ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ TASACLv1 Commerical Law - Kaplan |
| Anthony Brian Isaac | 1997 | Bachelor of Applied Science - Queensland University of Technology ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - FPA |
| Antonios Zaras | 2005 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Arash Ash Hassani | 2014 | Certificate 4 in Financial Services (Finance/Mortgage Broking) - Traineeship Management Australia ~ Diploma of Financial Planning - International Institute of Technology ~ Risk Management (Insurance) - Investment Banking Institute |
| Ashley David Mcintosh | 2004 | Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Graduate Diploma of Financial Planning - Securities Institute of WA |
| Azaria Bell | 2022 | Bachelor of Commerce - Griffith University ~ Ethic and professionalism in Financial Adivce - Kaplan |
| Barry Ryan Sher | 2007 | Bachelor Degree - Commerce - Deakin University ~ Certificate - Finance and Mortgage Broking - The National Finance Institute ~ Diploma - Commerce - MIBT |
| Benjamin George Brookes | 2011 | Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending - Kaplan |
| Benjamin Johnson | 2022 | Graduate Diploma of Financial Planning - Kaplan |
| Benjamin Michael Marinovich | 2012 | Advanced Diploma of Financial Planning - RG146 Training Australia ~ Bachelor of Commerce - Curtin University ~ DFP5v3 Tax for Financial Advising - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ TASACLv1 Commercial Law - Kaplan |
| Blair Macintosh | 2013 | Diploma of Financial Planning - Kaplan |
| Brett Geappen | 2003 | Diploma of Financial Planning - Kaplan Professional |
| Brian Raymond John Daley | 2001 | ASX Securities - Kaplan ~ Bachelor of Commerce - Griffith University ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Finsia ~ Margin Lending - Kaplan |
| Bruce Cameron Moss | 2006 | ASX Accredited Listed Product Adviser (ALPA) Program - Kaplan ~ Bachelor of Commerce - University of Balarat ~ Graduate Diploma of Applied Finance & Investment - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Bruce Richard Sivalingam | 1989 | ASX Accredited Listed Products Adviser Program - Kaplan Professional Education ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Economics - University of Western Australia ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Master of Economics - University of Western Australia |
| Byron Wayne Bartlett | 2000 | Bachelor of Commerce - Flinders Uni ~ Diploma of Financial Planning - FPA ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Cara Williams | 2015 | Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Business (Management) - Queensland University of Technology ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Higher Education ~ Tax and Commercial Law for Financial Planning - Kaplan |
| Ceri Joanne Freeman | 2014 | Bachelor of Business (Financial Planning) - RMIT University ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Cesare Pietro Resciniti | 1987 | Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Provide Advice in Self Managed superannuation Funds - Kaplan Professional |
| Christopher Jack Air | 1990 | Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Master of Applied Finance - Finsia ~ Self Managed Superannuation Funds - Mentor Education |
| Christopher Kourt | 0 | Graduate Diploma of Financial Planning - Kaplan |
| Christopher Wyn Watts | 2008 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Arts (Honours) Business Economics - Manchester Metropolitan University |
| Christy Vallen D'souza | 2002 | Bachelor of Business (Financial Planning) - RMIT University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Certified Financial Planner - Financial Planning Association ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Ciaran Moore | 2013 | Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - Macquarie University ~ Bachelor of Commerce - Macquarie University Academic Record ~ Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education ~ SMSF Certification - Mentor Education ~ Self Managed Superannuation Funds - Mentor |
| Courtney Michael Charles Moores | 2018 | Diploma of Financial Planning - Kaplan ~ Securities and Managed Investments - Kaplan |
| Craig Lindner | 2009 | Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Business - Riverina College of Advanced Education ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Applied Finance & Investment - Securities Institute/Finsia |
| Craig Steven Ball | 1988 | Business Succession Planning Course - Norwich Union ~ Diploma of Financial Services (Financial Planning) - Integratec (Australia) Pty Ltd ~ Estate Planning Course - National Mutual Financial Planning Ltd ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Taxation Planning - Integratec (Aust) Pty Ltd |
| Damian Andrew Eales | 2008 | Diploma of Financial Planning - Kaplan Professional |
| Damian James Talbot | 2011 | Diploma of Financial Services (Financial Planning) - RG 146 Training Australia |
| Daniel Baschera | 1990 | (FNS50804) Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy |
| Daniel Boce | 2004 | Advanced Diploma of Financial Services (Financial Planning) - AMP Limited ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - AMP Limited ~ Self Managed Superannuation Funds - Tribeca |
| Daniel Christopher Hewitt | 2014 | Bachelor of Commerce - University of Western Australia ~ Bachelor of Law - Bond University ~ Diploma of Financial Planning - International Institute of Technology ~ Graduate Diploma of Applied Finance and Investment - FINSIA ~ Self Managed Superannuation Funds - International Institute of Technology |
| Daniel Gerson | 2014 | DFP5v3 Tax for Financial Advising - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Kaplan ~ TASACLv1 Commercial Law - Kaplan |
| Daniel James Mccabe | 2003 | Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning Australia ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning Australia ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Tribeca Learning Australia |
| Daniel Mezzatesta | 2015 | Bachelor of Commerce (Financial Planning) - Curtin University ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education |
| Daniel Rose | 2000 | Diploma of Financial Planning - FPA & Deakin University ~ Direct Shares Accreditation - AXA Excellence ~ Ethics & Professionalism in Financial Advice - Kaplan ~ SMSF Accreditation - AXA Excellence |
| Daniel Singh | 2010 | Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education |
| Darcy Johnstone | 2016 | 921 Managed Investments - Knowledge and Skills - Kaplan Professional ~ Bachelor of Business (Economics & Finance) - Edith Cowan University ~ Margin Lending Accreditation Program - Deakin Prime |
| Darren Russell Nash | 2012 | Bachelor of Commerce (Marketing) - Curtin University ~ Diploma of Financial Planning - International Institute of Technology (IIT) ~ Graduate Diploma of Financial Planning - Securities Institute (Kaplan Professional) ~ Margin Lending and Geared Investments - Kaplan |
| Dau Anh Pham | 2009 | Certificate IV Financial Services (Finance/Mortgage Broking) - AAMC Training Group ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group |
| David Andrew DE Kretser | 2008 | Bachelor of Business (Accounting) - Monash University ~ Diploma of Financial Planning - Kaplan |
| David Hunt | 2014 | Bachelor of Business (Banking and Finance) - Victoria University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending - Personal Advice - Kaplan ~ Self Managed Superannuation Funds - Mentor education |
| David John Robson | 2002 | ASX Listed Products Accreditation Course - LPACOnline ~ Bachelor of Commerce - University of Newcastle ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Margin Lending and Geared - Kaplan |
| David John Rylah | 2013 | Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Intellitrain Training Australia ~ SMSF Accreditation - Monarch Institute |
| David Lewis Denham Kerr | 2005 | Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - International Institute of Technology ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Foundation Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional Education |
| David Maddern | 2000 | Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Mentor Education |
| David Nelson | 2005 | Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Financial Adviser Exam - FASEA ~ Graduate Diploma of Financial Planning - Finsia ~ SMSF Specialist Advisor - SMSF Association |
| David Robert Mcculloch | 2009 | Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Certificate in Business (Applied Finance) - Queensland University of Technology ~ Margin Lending and Geared Investments - Kaplan |
| David Ross Taylor | 2011 | Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Certificate III in Financial Services (General Insurance) - AMP Limited ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd |
| Dean Desoukey | 2015 | Advanced Diploma Financial Planning FNS60410 - Kaplan Australia ~ Bachelor Business Commerce (Applied Finance) - University of Sydney ~ Diploma Financial Planning FNS50610 - Kaplan Australia ~ RG146 Margin Lending - Kaplan Australia ~ Self Managed Superannuation Funds - Kaplan Australia |
| Devan Jerome King | 2016 | Diploma of Financial Planning - Monarch Institute ~ Graduate Diploma in Financial Planning - University of Free State |
| Dinesh Aggarwal | 2015 | Advanced Diploma and Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Planning - Integrity Education Group ~ FCPA - CPA Australia ~ Graduate Diploma of Chartered Accounting - The Institute of Chartered Accountants in Australia ~ Self managed Superfunds and margin Lending - Integrity Education Group |
| Donna Lee Powell | 2007 | DFP5v2 Tax for Financial Advising - Kaplan ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Self Managed Superannuation Funds - Mentor Education ~ TASACLv1 Commerical Law - Kaplan |
| Donna Sharron Ripper | 2006 | Bachelor of Commerce (with Honours) - The University of Melbourne ~ Financial Advice, PS 146 Training Course - Mentor Education ~ Insurance, PS 146 Training Course - Mentor Education ~ Master of Commerce - The University of Melbourne |
| Elizabeth Haile | 2011 | Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional |
| Emily Bowker | 2012 | Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Finance and Mortgage Broking Management - Institute of Strategic Management ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending - Kaplan Professional |
| Gary Hinchliffe | 2010 | Diploma of Financial Planning - Count Wealth Accountants ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Super Funds - Compound |
| Gavin Dudley Blake | 2004 | Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA-Deakin ~ Principles in Self Managed Superannuation Funds - International Institute of Technology |
| Gavin Scott Newbound | 2002 | Bachelor of Economics - The University of New England ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Graduate Diploma in Personal Financial Planning - University of Southern Queensland ~ Self Managed Superannuation Funds - Kaplan Professional |
| Gene Harlow | 2001 | Diploma of Financial Planning (DFP1-4) - Tribeca Learning ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Taxation Planning - Tribeca Learning |
| George Collie | 2017 | Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Pinnacle ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Master of Applied Finance (FinPlan) - Charles Sturt University |
| Glenn Andrew Brown | 2002 | Life Insurance - Securities Institute ~ Policy Statement 146 Knowledge Assessment - Tribeca ~ Superannuation - Kaplan |
| Glenn David Pitt | 2006 | Advanced Diploma Financial Services (Financial Planning) FNS60404 - MLC ThreeSixty ~ Bachelor Business - University of Technology Sydney ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Fellow Chartered Financial Practitioners (FChFP) - Association of Financial Advisers (AFA) ~ Graduate Diploma of Financial Planning - Finsia |
| Gloria Mina | 2007 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Accounting) - RMIT University ~ Diploma Of Financial Planning - Kaplan ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Magin Lending - Kaplan |
| Grant Millar | 2014 | Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce - University of Southern Queensland ~ Diploma of Financial Planning - Monarch Institute |
| Greg Kadel | 2003 | Completed Subjects 1&2 of a Diploma of Financial Services (Financial Planning) - Integratec ~ Ethics & Professionalism in Financial Advice - Kaplan |
| Gregory Blumenthal | 2010 | Provide Advice in Life Insurance - Finsia, ~ Provide Advice in Managed Investments - Finsia ~ Provide Advice in Superannuation - Finsia |
| Guang Lin | 2016 | Advanced Diploma Of Financial Planning - Kaplan Professional Education ~ Diploma Of Financial Services - Mentor Education Group ~ Master Of Applied Finance - University Of Western Sydney ~ Master of Commerce (Accounting) - University Of Sydney ~ Self Managed Superannuation Funds - Kaplan |
| Guy Munro Mankey | 1979 | Diploma of Financial Services ( Financial Planning ) - King's International College ~ Risk Management and Insurance Planning - FPA |
| Gwyneira Brahma | 1999 | Bachelor of Business (Economics and Finance) - Edith Cowan University ~ Equivalent to Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Tribeca |
| Harrison Miles | 2022 | Bachelor of Commerce (Finance & Management) - Curtin University ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Hayley Dyson | 2010 | Advanced Diploma - Financial Planning - Kaplan Professional ~ Bachelor Degree - Applied Finance - University of South Australia ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Masters Degree - Business Administration - Deakin University ~ Masters Degree - International Finance - Deakin University |
| Heddwyn Brahma | 2018 | Diploma Of Financial Planning - Kaplan Professional Education |
| Helena Tamara Blum | 2003 | Diploma of Financial Services (Financial Planning) - Deakin University ~ Diploma of Financial Services (Insurance Broking) - NIBA College of Insurance & Risk Professionals ~ PS146 Accreditation - Deakin University |
| Howard Anthony Tew | 1982 | Introduction to Financial Planning - Financial Planning Association ~ Investment Planning: Fundamentals - Financial Planning Association ~ Risk Management & Insurance Planning - Financial Planning Association ~ Superannuation & Retirement Planning - Integratec ~ Taxation Planning - Financial Planning Association |
| Howard Denis Harvey Norman | 2016 | Diploma Of Financial Planning - Kaplan |
| Hugh Jerome Heffernan | 2010 | Advanced Diploma of Financial Planning - Kaplan ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Master of Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty |
| Ian Finney | 2004 | Accredited Aged Care Professionals - Aged Care Steps ~ Bachelor of Business - Caulfield Institute of Technology ~ Diploma of Financial Planning - Mentor Education |
| Ian Mcleod | 1988 | Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan |
| Iesha Allarna Moulden | 2018 | Bachelor of Applied Financial Advice - Griffith University ~ Diploma of Financial Planning - Kaplan Professional |
| Jacquelyn Anne Rennie | 2009 | Equivalent to Diploma of Financial Planning - Deakin University ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Jade Louise Mckay | 2018 | Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Managed Investments and Securities - Kaplan |
| James Ainslie Beard | 2014 | Bachelor Degree - Business - RMIT ~ Tier 1 Margin Lending - Kaplan |
| James Anthony Mousa | 2006 | Advanced Diploma of Financial Planning FNS60410 - Kaplan Professional ~ Bachelor of Laws - James Cook University ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan Professional Education ~ Investment Products 4 - Derivatives, Managed Investments, Margin Lending - Kaplan Professional Education |
| James Bryce Collie | 2014 | Diploma of Financial Planning - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Securities and Managed Investments - Kaplan Professional |
| James Charles Clifton | 2007 | Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geard Investments - Kaplan |
| James Edward Millard | 2007 | Bachelor of Commerce - The University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Kaplan |
| James Patrick O'reilly | 1999 | Advanced Diploma of Financial Services (Financial Planning) - RG146 Training Australia ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Master of Applied Finance - Kaplan ~ SMSF Specialist Adviser - SMSF Association |
| James Robert Bevis | 2012 | DFP5v3 Tax for Financial Advising - Kaplan ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ TASACLv1 Commercial Law - Kaplan |
| Jamie George Papamihail | 2007 | Bachelor of Business - Edith Cowan University ~ Diploma of Financial Services (Financial Planning) - Mentor Education |
| Janine Barbara Mclean | 2018 | Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics & Professionalism in Financial Advice - Kaplan |
| Jason George Lane | 2014 | Accredited Derivatives Adviser Level One - Kaplan ~ Bachelor of Business - Economics - Queensland University of Technology ~ Dip of Finance and Mortgage Broking Management Upgrade Module - Kaplan ~ Diploma of Fin Planning - Kaplan ~ Diploma of Finance & Mortgage Broking - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Master of Business - Applied Finance - Queensland University of Technology ~ SMSF - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Jason Hanley | 2006 | Advanced Diploma of Financial Planning (Qualification) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Investment Banking Institute (IBI) |
| Jay Rodney Brennan | 2008 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional |
| Jennifer Anne Denver | 2004 | Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - Intellitrain ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan |
| Jennifer Fitzsimmons | 0 | Bachelor of Business - University of Southern Queensland ~ Graduate Diploma of Financial Planning - Kaplan |
| Jery Mourelatos | 2000 | Bachelor Degree - Behavioural Science - La Trobe University ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Graduate Certificate - IV Mortgage Broking - Online Education ~ Graduate Diploma - Applied Finance and Investments - Securities Institute Australia ~ Graduate Diploma - Dip Superannuation Management - Macquarie University |
| Jessica Bell | 2009 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Social Science (Psychology) - Swinburne University of Technology ~ Diploma of Financial Services Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Jodi Lea Rose-nealy | 2003 | Bachelor of Science - Monash University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Mortgage Lending - Securities Institute ~ Ethics & Professionalism in Financial Advice - Kaplan |
| Jody Lee Payne | 2016 | Bachelor of Business (Financial Planning) - RMIT University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional |
| Joel Cleary | 2009 | Advanced Diploma in Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce - University of Melbourne ~ Certified Financial Planner - Financial Planning Association |
| John Byrnes | 2011 | Bachelor of Business (Economics & Finance) - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending - Kaplan Professional |
| John Gilfillan | 1995 | PS146 Compliance Program - Securities Institute |
| John Hiolos | 2011 | Bachelor of Commerce - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Invest Self-managed Superannuation funds assets - Integrity Education Group ~ Provide Advice In Managed Investments - Kaplan |
| Jonathan Antony Van Omme | 2007 | Bachelor of Commerce - Curtin University of Technology ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending - Kaplan |
| Jonathan Chong | 2006 | Bachelor of Commerce - University of New South Wales (NSW) ~ Bachelor of Law - University of New South Wales (NSW) ~ Ethics & Professionalism in Financial Advice - Kaplan ~ FChFP - AFA ~ Graduate Diploma in Applied Finance and Investment - Securities Institute |
| Jonathon Pugliese | 2017 | Diploma of Financial Planning - Kaplan Professional |
| Jorge Lay | 2004 | Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Group ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional |
| Joseph Cilmi | 2015 | Diploma of Financial Planning - Pinnacle Financial Services Academy, ~ Ethics & Professional Standards for Financial Advisers - TAFE NSW ~ Professional Certificate in Self-Managed Superannuation - The University of Adelaide ~ Provide Advice in Margin Lending - Pinnacle Financial Services Academy ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association |
| Joshua Hummerston | 2014 | Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Diploma of Financial Planning - Australian and New Zealand Institute of Insurance and Finance ~ Diploma of Financial Service (Insurance Broking) - Australian and New Zealand Institute of Insurance and Finance ~ Investment Adviser (Personal Advice) - Mentor Institute ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education |
| Joshua Isaac Davidson | 2018 | Bachelor of Business - Monash ~ Diploma of Financial Planning - Kaplan |
| Joshua Lenz | 2011 | CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Margin Lending Facilities - GWM Adviser Services Ltd T/A Advice Education ~ Master of Financial Planning - Deakin University |
| Judy Lee Hong Chew | 2016 | Bachelor of Business (Financial Planning & Finance) - University of Technology |
| Justin Allerton | 2011 | Bachelor Business (Financial Planning) - RMIT University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Finsia Certificate Stage 1 in Financial Advising - Finsia ~ Finsia Certificate Stage 2 in Financial Advising - Finsia ~ Self Managed Superannuation Funds - Kaplan |
| Justin Bridger | 2010 | Advanced Diploma of Financial Planning - Mentor ~ Diploma of Financial Services (Financial Planning) - Mentor Education Group ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Justin Daniel | 2006 | Graduate Certificate in applied finance - Kaplan ~ Intro to F.P, Insurance & Social Security, Super & Retirement Planning, Law of Invests & Fin Markets - RMIT ~ Self managed superannuation Funds - Kaplan ~ Wealth Creation & Preservation, F.P Practice Mgmt, Invest. & Portfolio Mgmt - RMIT |
| Justin Holzer | 1999 | Bachelor of Law - University of Queensland ~ Financial Planning Principles & Practice - Securities Institute ~ Investment Planning 1 - FPA ~ Master of Professional Accounting - University of Southern Queensland ~ Risk Management for Financial Services Professionals - Integratec |
| Justin Said | 2005 | Diploma in Financial Services (Financial Planning) - Tribeca ~ Self Managed Superannuation Funds - International Institute of Technology |
| Kar Foong Lim | 2016 | Bachelor of Accounting (Qualification) - University of Malaya ~ Diploma of Financial Planning - Mentor Education Pty Ltd ~ Master of Applied Finance - Macquarie University ~ SuperConcepts & ICFS Specialist SMSF course - The University of Adelaide |
| Karen Wright | 2012 | Diploma of Financial Planning - Kaplan |
| Karyn Marie Nimmo | 2012 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan |
| Katherine Anne Hayes | 2006 | Diploma of Financial Services (Financial Planning) - Finsia ~ Graduate Certificate of Financial Planning - Finsia ~ Graduate Diploma of Applied Finance - Kaplan |
| Kathleen Renee Adams | 2005 | Advanced Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Certificate in Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Tribeca |
| Kathryn Willowhite | 2015 | Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Planning - Kaplan ~ Graduate Certificate in Financial Planning - Griffith University ~ Master of Financial Planning - Griffith University ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor |
| Kelly Jade King | 2001 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPE016 Self Managed Superannuation Funds - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Kenneth Chamlika Weerasiri | 2007 | Advanced Diploma of Financial Services - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - RG146 Training Australia ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan |
| Kerry Farquharson | 2008 | Advanced Diploma - Financial Planning - Kaplan ~ Bachelor Degree - Commerce - James Cook University ~ Diploma - Financial Planning - Kaplan |
| Kwai Ping Siu | 2005 | Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - RG146 Training Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional |
| Kylie Leanne Abbey | 2009 | Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - Murdoch University ~ Diploma of Financial Services - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Tribeca |
| Kym William Nitschke | 2008 | Generic Financial Planning - Chartered Accountants ~ Managed Investments - Chartered Accountants ~ Risk Management - FPA ~ Self Managed Super Fund Course - Kaplan ~ Superannuation and Retirement Planning - Chartered Accountants |
| Lazo Lembovski | 2010 | Bachelor of Commerce (Accounting and Finance) - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP) - Financial Planning Association (FPA) |
| Leon Reginald Jones | 2006 | Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Deakin University/FPA ~ Intermediate Aged Care Facts & Finance - Aged Care Adviser Network ~ Introduction to Aged Care - Aged Care Adviser Network ~ Self Managed Superannuation Funds - Kaplan Professional |
| Linda O'kelly | 2008 | Advanced Diploma of Financial Services (Financial Planning) - RG146 Mentor Education Group ~ Commercial Law for Tax (Financial) Advisers Skill Set - Mentor ~ Diploma of Financial Services - Mentor ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Louise Catherine Davies | 2009 | Bachelor of Commerce (Accounting and Financial Planning) - Curtin University |
| Luke Alexander Harlow | 2015 | Bachelor of Commerce (Major in Finance) - The University of Queensland ~ Diploma of Financial Planning - Kaplan |
| Man Tran | 2012 | Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd |
| Marcos Manuel Rozas | 2008 | Bachelor of Business - Australian Catholic University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Statement of Attainment in RG146 Competencies - Kaplan Professional Education |
| Maria Jan Ricketts | 2000 | Bachelor of Business - University of Southern Queensland ~ Certified Financial Planner - CFP ~ Diploma of Financial Planning - Financial Planning Association |
| Mark Andrew Greenaway | 1986 | Diploma of Financial Planning - Financial Planning Association of Australia (FPA) |
| Mark Anthony Harris | 1986 | Diploma of Financial Services (Financial Planning) - Financial Services Training and Assessment Pty Ltd ~ Ethics & Professionalism in Financial Advice - Kaplan |
| Mark Anthony Italiano | 2006 | Entry Level Competencies - Kaplan Professional Education ~ FNS51210 Diploma of Insurance Broking - National Insurance Brokers Association of Australia ~ Investment Planning 1 - Tribeca Learning ~ Risk Management - Kaplan Professional Education ~ Superannuation and Retirement Planning - Tribeca Learning |
| Mark Cameron Fowler | 1997 | Bachelor of Commerce - The University of New South Wales ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Ethics & Professionalism in Financial Advice - Kaplan |
| Mark G Livingston | 2004 | ASIC Policy Statement 146 Compliance - Australian and New Zealand Institute of Insurance and Finance ~ Self Managed Suprannuation Funds - Kaplan ~ Superannuation Tier 1 Adviser Solution & PS146 - Kaplan |
| Mark John Lockwood | 1998 | Bachelor of Business - Edith Cowan University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan ~ SMSF Specialist Adviser - SMSF Association |
| Mark Philip Kalucy | 1989 | Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Tribeca |
| Mark Porter Maddern | 2009 | Advanced Diploma of Financial Services - Kaplan Professional ~ Bachelor Of Business (Marketing and Management - Swinburne University ~ Certified Financial Strategist - Association of Independently Owned Financial Professionals ~ Fellow Chartered Financial Practitioner - Asia Pacific Financial Services Association ~ SSA Specialist Adviser - Self Managed Super Fund Association |
| Martin Guy Mcgrath | 2008 | Bachelor of Business Management - University of Newcastle ~ Certified Financial Planner - Financial Planners Association of Aust ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Masters of Financial Planning - Kaplan Private College ~ Professional Year of Study - Institute of Chartered Accountants Australia |
| Martin LE Tessier | 1994 | Bachelor of Commerce - University of Western Australia (UWA) ~ Diploma Financial Planning - Financial Planning Association (FPA) |
| Mason Walsh | 2021 | Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
| Matthew Carnegie | 2006 | Advanced Self Managed Superannuation Funds Program - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Ethics and Professionalism - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Masters of Financial Planning - Kaplan |
| Matthew Harold Warren | 0 | Bachelor of Commerce - Griffith university |
| Matthew Hastie | 1997 | Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty ~ Self Managed Superannuation Funds - Kaplan Professional |
| Matthew Rodoreda | 2001 | DFP2 Risk Management and Insurance Planning - FPA ~ DFP3 Investment Planning Fundamentals & DFP004 Taxation Planning - FPA ~ DFP5 Retirement Planning - FPA ~ DFP6 Estate Planning & DFP07Z Advanced Investment Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Matthew West | 2004 | Diploma of Financial Services (Financial Planning) - Tribeca |
| Matthew William Wallis | 2012 | DFP5v3 Tax for Financial Advising - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ TASACLv1 Commercial Law - Kaplan |
| Matthew Woodards | 2005 | Diploma of Finance and Mortgage Broking Management - AAMC Training Group ~ Diploma of Financial Planning - Integrity Education Group ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Integrity Education Group |
| Mayank Navin Jesrani | 2023 | Estate and Succession Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Business Administration - International - Griffith University ~ Master of Professional Accounting - Griffith University |
| Melissa Christina Nicholson | 2021 | Diploma of Finance and Mortgage Broking Management - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Mia Johnson | 0 | Graduate Diploma of Financial Planning - Kaplan |
| Michael John Harwood | 2004 | Bachelor of Commerce - Murdoch University ~ Certified Financial Planner - FPA ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Master of Applied Finance and Investment - Finsia |
| Michael Jon Spencer | 1992 | Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional |
| Michael Nicholas Moursellas | 2005 | Bachelor of Business Double Major in Finance and Economics - Edith Cowan University ~ CERTIFIED FINANCIAL PLANNER - Financial Planning Association of Australia ~ Fixed Income Course - FIIG ~ Graduate Diploma of Financial Planning - Securities Institute ~ Kaplan - Ethics & Professionalism in Financial Advice |
| Michael Oliver | 2013 | Diploma of Financial Planning - International Institute of Technology ~ Principles in Self Managed Superannuation Funds - International Institute of Technology |
| Michael Paul Glendenning | 2007 | Bachelor of Management (Accounting) - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan (formerly FINSIA) |
| Michael Paul Partridge | 2010 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Accounting and Financial Planning) - Curtin University ~ Diploma of Financial Services (Financial Planning) - Financial Services Institute of Australasia (FINSIA) ~ Margin Lending and Geared Investments - Kaplan |
| Michael Robert Stephens | 2001 | Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Master of Business Administration - Monash University ~ Master of Financial Planning - RMIT University ~ Self Managed Superannuation Funds - Kaplan |
| Michael Thomas Mears | 2018 | Bachelor of Science (Honors) (Maths&Physics) - University of Glasgow ~ Diploma of Financial Planning - Kaplan Professional Education |
| Min WU | 2008 | Bachelor of Computer Engineering - University of New South Wales ~ Certified Financial Planner - FPA ~ Graduate Diploma of Financial Planning - Finsia ~ Graduate Diploma of Financial Planning - Kaplan (formerly FINSIA) ~ Master of Applied Finance - Kaplan ~ Master of Applied Finance - Kaplan Professional ~ Master of Biomedical Engineering - University of New South Wales |
| Ming Zhang | 2010 | Diploma of Accounting - TAFE NSW ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan |
| Nasser Zreika | 2001 | Bachelor of Economics - The Flinders University of South Australia ~ Diploma Of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending And Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Neil Anthony Thomason | 1998 | Bachelor of Commerce - Murdoch University ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Graduate Diploma in Financial Planning - Securities Institute Education |
| Neil Costley | 2014 | Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - International Institute of Technology ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Business in Professional Accounting - Edith Cowan University |
| Nicholas Christou | 2007 | Bachelor of Business - Swinburne University of Technology ~ Diploma of Business - Swinburne University of Technology ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Invest Self-Managed Superannuation Funds Assets - Integrity Education Group |
| Nick Kolevski | 2011 | Diploma of Financial Services (Financial Planning) - Australian Institute of Financial Services and Accounting |
| Nicole Jane Mclean | 2015 | Australian Direct Marketing Certificate - ADMA ~ Diploma of Financial Services - Kaplan |
| Nicole Therese Farrelly | 2007 | Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics & Professionalism in Financial Advice - Kaplan |
| Nigel Compton | 1996 | Diploma of Financial Planning - Deakin University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Nigel Fenton | 1979 | Diploma of Financial Planning - Integratec |
| Noel Ching | 1998 | Certificate IV in Finance and Mortgage Broking - National Finance Institute ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Master of Business Administration - University of Sydney |
| Norman Angwar | 2008 | Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) - Finsia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Applied Finance - Monash University ~ Self Managed Suprannuation Funds - Kaplan |
| Orhan Azizoglu | 2000 | Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business Administration - University Europea ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Graduate Diploma in Advanced Economics - La Trobe University ~ Self Managed Super Fund Course - Tribeca |
| Pasquale Paolo Del Grande | 1988 | Diploma of Financial Services (Financial Planning) - Integratec ~ Estate Planning - Integratec ~ Investment Planning 2 - Integratec ~ Taxation Planning - Integratec |
| Patrick Czajka | 2018 | Advanced Financial Planning - Kaplan ~ Foundations of Financial Planning - Kaplan ~ Insurance and Risk Protection - Kaplan ~ Securities and Managed Investment - Kaplan ~ Superannuation and Retirement Planning - Kaplan |
| Patrick James Alderson | 2013 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - TAFE NSW |
| Paul Alex Harrison | 2008 | Advanced Diploma - Financial Planning - Kaplan Professional Education ~ Bachelor Degree - Commerce - Curtin University of Technology ~ Diploma - Financial Planning - Kaplan Professional Education |
| Paul Allan Bryant | 1999 | Diploma of Banking and Finance - Holmesglen Institute of TAFE ~ Diploma of Financial Advising - Securities Institute |
| Paul Beste Kemp | 2008 | Bachelor of Science (Major Business) - Mount St. Mary's University ~ Completed DFP Equivalent: Subjects 1-4 - Securities Institute ~ Completed Subjects 1-4 of an Advanced Diploma of Financial Services (Financial Planning) - Tribeca learning Australia |
| Paul Geisel | 1987 | Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia |
| Paul Hayden | 2016 | Bachelor of Commerce (Banking & Finance) - University of Canberra ~ DFP5v3 Tax for Financial Advising (Short Answer Exam) - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ TASACLv1 Commercial Law - Kaplan |
| Paul Joseph Masina | 2016 | Bachelor Of Commerce (Economics & Finance) - University of western Society ~ Diploma Of Financial Planning - Pinnacle |
| Paul Michael Owen Rogers | 2012 | ALPA - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Graduate Certificate in Financial Planning - Kaplan ~ Margin Lending - Kaplan ~ Self-Mananged Super Funds - Integrity Education Group |
| Paul Tsimopoulos | 2006 | Associate Diploma of Accounting - TAFE South Australia ~ Certificate IV Financial Services (Finance/Mortgage Broking) - TAFE South Australia ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan |
| Peter John Kennedy | 2008 | Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - The University of Western Australia ~ Graduate Certificate in Financial Planning - Finsia |
| Peter Michael Monnock | 1969 | Entry Level Competencies - Tribeca ~ Risk Management - Kaplan |
| Peter Petro Skanavis | 2008 | Advanced Diploma of Financial Services - Kaplan ~ Advanced Diploma of Financial Services(Financial Planning) - Kaplan ~ Bachelor Of Mathematics and Finance - University of Technology, Sydney ~ Bachelor of Mathematics and Finance - University of Technology, Sydney ~ Diploma of Financial Services - Finsia ~ Diploma of Financial Services(Financial Planning) - Financial Services Institute of Australasia (FINSIA) ~ Margin Lending and Geared Investments - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Peter Robert Stemm | 2014 | Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Certificate IV in Finance and Mortgage Broking - Finance & Related Services Training Academy (FARSTA) ~ Diploma of Finance and Mortgage Broking Management - Finance & Related Services Training Academy (FARSTA) ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan |
| Peter Rowland Hawdon | 1991 | Advanced Diploma of Financial Services (Financial Planning) - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Financial Planning Association ~ Self Managed Superannuation Fund Adviser Education Program - Financial Essentials |
| Phillip Thompson | 2011 | ASX Listed Products Accreditation Course - LPAC Online ~ Advanced Diploma of Financial Services - Kaplan ~ Certificate IV in Finance and Mortgage Broking - Kaplan ~ Diploma of Financial Services - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Pietro Carlino | 2010 | Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics & Professionalism in Financial Advice - Kaplan |
| Priyanka Wijesekera | 2007 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Business (Banking & Finance) - Homesglen Tafe ~ Diploma of Financial Services (Planning) - FPA ~ Investment Planning 2 - Tribeca ~ Margin Lending & Geared Investments - Kaplan Professional |
| Raghavendra Vattam | 2005 | Bachelor of Commerce (Accounting) - Bangalore university ~ Master of Financial Planning - Griffith University ~ Professional Diploma in Stockbroking - DeakinPrime |
| Rajiv Regmi | 2016 | Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business Administration - University of Ballarat ~ Postgraduate Diploma in Accounting - Macquarie University |
| Ralston Garfield Grose | 2000 | Bachelor of Economics - University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Ramnan Gopal Mudaliar | 2011 | Bachelor of Arts - The University of the South Pacific ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Master of Management - Southern Cross University |
| Rashesh Gopaldas Bhavsar | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Tribeca |
| Rathakrishna Jeyabalasingam | 2013 | Bachelor of Business in (Financial Risk Management) - Victoria University ~ CFP - Financial Planning Association ~ Masters Degree - International Finance - Deakin University |
| Ravi Agarwal | 2012 | Diploma of Financial Planning - Kaplan |
| Ray Regmi | 2010 | Bachelor of Business (Accounting) - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional |
| Regan Frank Welburn | 2016 | Advanced Diploma of Financial Services - Mentor ~ DFP5v4 Tax for Financial Advising - Kaplan ~ Diploma Of Financial Services - Mentor ~ TASACLv2 Commercial Law - Kaplan |
| Reginald Reuben Grantham | 2005 | Advanced Diploma of Financial Services (Financial Planning) FNS60404 - International Institute of Technology (IIT) ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan Professional 2011 ~ Self Managed Superannuation Funds - Kaplan Professional |
| Renato Cenedese | 1992 | Diploma of Financial Services (Financial Planning) - King's International College |
| Richard Bowyer | 1988 | Accredited Estate Planning Specialist - FPA ~ Advanced Diploma of Financial Services - Tribeca ~ Diploma of Financial Services - Tribeca ~ Life Risk Specialist (LFS) - FPA |
| Richard Marshall Johnson | 1995 | Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) |
| Richard Thomas Gough | 2013 | Certificate 4 in Financial Services (Accounting) - Swinburne University of Technology ~ Diploma of Financial Planning - Kaplan |
| Ritesh Shankar | 2006 | Bachelor of Commerce - University Of Wollongong ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC ~ Margin Lending - Pinnacle ~ Self Managed Super Fund Course - Kaplan |
| Robert Bosevski | 2003 | Bachelor of Commerce (Accounting) - University of Wollongong ~ Certificate IV in Finance and Mortgage Broking - The National Finance Institute ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma in Financial Planning - Securities Institute |
| Robert John Schiliro | 2004 | Diploma of Financial Planning DFP 1 - 5 - Financial Planning Association ~ Margin Lending and Geared Investments - Kaplan |
| Robert Wearne | 1995 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca |
| Roberto Malu | 2008 | Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Bachelor of Commerce (Management & Marketing) - Curtin University ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd |
| Roderick John Goswell | 2007 | Ethics & Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Financial Services Institute of Australasia (FINSIA) ~ Investment Planning 1 - Tribeca |
| Rosario Monteleone | 2013 | Advanced Diploma of Accounting - TAFE - SA ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology (IIT) ~ RG146 Tier 1 Specialist Margin Lending - International Institute of Technology |
| Ross Arthur Eldridge | 1988 | Introduction to Financial Planning - Financial Planning Association ~ Investment Planning 1 - Financial Planning Association ~ Retirement Planning - Financial Planning Association ~ Risk Management for Financial Services Professionals - Integratec ~ The Australian Taxation System and Financial Strategies - Financial Services Training and Assessment |
| Ross Miller | 2001 | Advanced Diploma of Financial Planning (FNS60410) - Mentor Education ~ Diploma of Financial Services (Financial Planning) FNS50804 - RG 146 Training Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional |
| Ryan Michael Chwalko | 2013 | Bachelor of Commerce (Accounting and Financial Planning) - Deakin University |
| Ryan Thomas Bultitude | 2016 | Diploma of Financial Planning - Integrity Education Group |
| Samuel Schmarr | 2016 | Bachelor of Commerce - University of Newcastle ~ Diploma of Finance and Mortgage Broking - Intellitrain ~ Diploma of Financial Planning - Kaplan |
| Scott Matthew Young | 2015 | Advanced Diploma of Financial Planning - Kaplan ~ DFP5v2 Tax for Financial Advising - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Ethics & Professionalism in Financial Advice - Kaplan ~ TASACLv1 Commercial Law - Kaplan |
| Scott Regan Nowland | 2004 | Graduate Diploma in Personal Financial Planning - University of Southern Queensland ~ Master of Business Administration - University of Technology Sydney (UTS) ~ Self Managed Superannuation Funds - Kaplan |
| Scott Thomas Dawes | 2006 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Education - Deakin University ~ Diploma of Financial Services (Financial Planning) - Tribeca |
| Shane Alan Moodie | 2002 | Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - AMP Financial Planning ~ Ethics & Professionalism in Financial Advice - Kaplan |
| Shane Debernardi | 2015 | Bachelor of Accounting - La Trobe University |
| Shane Peter Reinke | 1991 | Bachelor of Commerce (Accounting) - Griffith University ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Life Insurance - Australian life writers association |
| Shaylee Heidemann | 0 | Bachelor of Commerce - James Cook University |
| Shivani Singla | 2015 | Diploma of Financial Planning - AAMC Training Group ~ Ethics & Professionalism in Financial Advice - Kaplan |
| Shonel Louise Vuletich | 2011 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Advanced Self Managed Superannuation Funds Workshop - Kaplan ~ Bachelor of Commerce (Economics and Financial Planning) - Curtin University of Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan |
| Simon Juraszek | 2012 | Advanced Diploma Financial Planning FNS60415 - AAMC Training ~ Diploma - Finance and Mortgage Broking Management - AAMC ~ Diploma - Financial Planning - Kaplan |
| Simson Jingga | 2016 | ALPA - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ FPE016 - SMSF - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan |
| Siobhan Tara Ashby | 2018 | Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce (Finance, Financial Planning & Marketing) - Deakin University ~ Diploma of Financial Planning - Monarch Institute ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF Regulations and Taxation - Kaplan |
| Stacey Tarina Donovan | 2007 | Ethics and Professionalism in Financial Advice - Kaplan ~ Life Insurance - Mentor Education Group ~ Managed Investments and Securities - Kaplan ~ Superannuation and Retirement Planning - Kaplan |
| Stefan Angelini | 2016 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Major in Finance & Economics) - Monash University, Clayton ~ Diploma of Financial Planning - Kaplan Professional |
| Stefan Marchesani | 2013 | Advanced Diploma of Financial Planning FNS60410 - Pinnacle ~ Bachelor of Business (Banking & Finance) - Victoria University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 Margin Lending - GWMAS Adviser Services |
| Stefan Rose | 2013 | Bachelor of Business - Monash University ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Margin Lending - Pinnacle Financial Services Academy |
| Stephen John Jenkosky | 1992 | ASX Accredited Derivatives Adviser - ASX ~ Diploma of Financial Planning - Deakin University ~ Graduate Member (GAICD) - Australian Institute of Company Directors ~ Masters Of Financial Planning - University of the Sunshine Coast ~ SMSF Specialist Adviser - SPAA |
| Stephen Robert Layfield | 2004 | Accredited Derivatives 1 & 2 - Deakin Prime/ Stockbrokers Association ~ Bachelor of Commerce - Monash University ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending Accreditation - Deakin Prime/ Stockbrokers Association |
| Steve Taiapa | 1993 | Diploma of Financial Planning - Financial Planning Association of Australia |
| Steven Ross | 2005 | Bachelor of Business - heriot-watt university ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Graduate Diploma of Financial Planning - Securities Institute |
| Steven Wong | 2006 | Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - Tribeca ~ Self Managed Superannuation Funds - Kaplan |
| Stewart Ruppert | 1989 | Advanced Diploma of Financial Services (Financial Planning) - Three Sixty Adviser Campus ~ Certified Financial Planner Program units 1-4 - Deakin University |
| Sukumar Keshava Murthy | 2018 | Bachelor of Business Management - Bangalore University ~ Diploma of Financial Planning - Kaplan |
| Suzannah Gilardi | 2021 | Bachelor of Arts - Chinese/Bachelor of Commerce - Deakin University ~ Graduate Diploma of Applied Finance and Investment - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
| Suzi Djulistan Rahimovska | 2005 | Advanced Certificate in Accounting - Northern Metropolitan College of TAFE ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Associate Diploma of Business (Accounting) - Northern Metropolitan College of TAFE ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional |
| Terry Christopher Johnson | 2009 | Advanced Diploma in Financial Planning - Kaplan ~ Certificate IV in Mortgage Broking - Kaplan ~ Diploma in Financial Planning - Kaplan ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan |
| Thelma Jaekel | 2010 | Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Theo Makris | 2009 | Advanced Diploma of Financial Planning - Mentor Education ~ Diploma core RG146 Skills Competency - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Mentor Education / RG146 |
| Theodore Mallos | 2007 | Bachelor of Economics - Macquarie University ~ Graduate Diploma Financial Planning - FINSIA ~ Master of Financial Planning - RMIT University |
| Timothy Ambrose Denton | 1994 | Bachelor of Commerce - Adelaide University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - FPA ~ Graduate Diploma in Applied Finance and Investment - Securities Institute of Australia |
| Timothy Hannes | 2013 | Advanced Diploma of Financial services (Financial Planning) - Kaplan ~ Cert IV in Finance & Mortgage Broking - Kaplan ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Professional Certificate in Self Managed Superannuation Funds - University of Adelaide ~ Tier 1 Securities - Personal Advice - Kaplan |
| Timothy James Vander Kraats | 2016 | Diploma of Financial Planning - Kaplan |
| Timothy John Charles Luxton | 2002 | Bachelor of Business Major in Marketing - Edith Cowan University ~ Certificate 4 in Financial Services (Finance/Mortgage Broking) - Archer College ~ Diploma of Financial Planning - Financial Planning Association Of Australia Limited ~ Margin Lending and Geared Investments - Kaplan |
| Toan Trinh Nguyen | 2001 | Bachelor Arts (Sociology) - Monash University ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ FNS60415 Advanced Diploma of Financial Planning - Mentor Education ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Tony Peric | 1999 | Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Margin Lending & Geared Investments - Kaplan Australia |
| Trent John Bacon | 2017 | Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Commerce (Financial Planning) - Deakin University ~ Self Managed Superannuation Funds - Kaplan |
| Trevor O'callaghan | 2012 | Advanced Diploma - Financial Planning - Kaplan ~ Bachelor Degree - Economics - Murdoch University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Tribeca |
| Triet Tan LE | 2010 | Advanced Diploma of Business Management - Holmesglen Institute of TAFE ~ Advanced Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Services (Financial Planning) - Investment Banking Institute (IBI) ~ Ethics and Professionalism - Griffith University ~ Master of Business Administration - Australian Institute of Business (AIB) |
| Tristan Ernest Godfrey | 2003 | ASX Listed Products Accreditation Course - LPAC Online ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Troy Dene Hurren | 2001 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Advising - Securities Institute of Australia ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending - Kaplan |
| Trudy Kattwinkel | 2011 | Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - ThreeSixty ~ Ethics & Professionalism in Financial Advice - Kaplan |
| Vadim Doubrovski | 2018 | Graduate Certificate in Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan ~ TPB507FA Commercial Law for Tax (Financial) Advisers - AAMC Training Group |
| Verghese Thomas | 2005 | Advanced Diploma Of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services ( Financial Planning) - Tribeca ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan |
| Vernon Joseph Charteris | 2000 | Certified Financial Planner (CFP) - Deakin University ~ Ethics & Professionalism in Financial Advice - Kaplan |
| Vincent Hayes | 2009 | Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan |
| Vinod Kumar | 2018 | Bachelor of Commerce - Guru Nanak Dev University ~ Diploma of Financial Planning - International Institute of Technology ~ Principles of Self Managed Superannuation Funds - International Institute of Technology |
| Wayne Mathew Terry | 2018 | Bachelor of Business (Finance) - Southern Cross University (SCU) ~ Ethics & Professionalism in Financial Advice - Kaplan |
| Wayne Steven Ryan | 2006 | Advanced Financial Planning - Mentor ~ Equivalent to Diploma of Financial Planning - FINSIA |
| William James Walker | 2008 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Finance and Marketing) - Edwin Cowan University ~ Ethics and Professionalism in Financial Advice Course - Kaplan Higher Education ~ Margin Lending and Geared Investments Course - Kaplan Professional ~ Self Managed Super Funds and Accredited Listed Product Adviser Courses - Kaplan Professional |
| Witsava Shawcross | 2012 | Bachelor of Business (Major in International Business Major in Management) - Edith Cowan University ~ Graduate Diploma of Applied Finance - Kaplan ~ Margin Lending and Geared Investments - Kaplan |
| Yat Hei Wong | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business (Accountancy) - Queensland University of Technology ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan |
| Yves Frans Paul Schoof | 2009 | Certificate - Mutual Funds - Institute of Bankers Ireland ~ Diploma - Accounting and Finance - Dublin Business School ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Finsia ~ Masters Degree - Translation - Vlekho |