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 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
 Adam Kieran Stennett 2024 Bachelor of Commerce - Australian National University ~ Chartered Accountant - Institute of Chartered Accountants Australia ~ Graduate Diploma of Financial Planning - Kaplan
 Adrian Loadsman 2012 Diploma of Financial Services ( Financial Planning) - Kaplan ~ Diploma of Financial Services ( Financial Planning) - Kaplan ~ Financial Planning - International Institute of Technology ~ Financial Planning - International Institute of Technology
 Aiyuty Soetanto 1998 Accredited Aged Care Profesional - Aged Care Steps (ACS) ~ Bachelor of Commerce - University of Western Australia ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University ~ Master of Accounting - Curtin University
 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 Mae 2012 928 Margin Lending - Kaplan ~ Advanced Diploma of Financial Planning (Qualification) - Kaplan Professional ~ Foundations of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Amit Odhavji 2012 Diploma of Financial Planning - International Institute of Technology (IIT)
 Andrew Alexander Grace 2022 Bachelor of Finance and Economics - Murdoch University ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Graduate Diploma of Financial Planning - Central Queensland University (CQU)
 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 ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 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
 Anthony Fowler 2014 Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - Macquarie University ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Commercial Law - Macquarie University
 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
 Barry Ryan Sher 2007 Bachelor Degree - Commerce - Deakin University ~ Certificate - Finance and Mortgage Broking - The National Finance Institute ~ Diploma - Commerce - MIBT
 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
 Brandon Gary Schafer 0 Bachelor of Commerce (Double Major in Accounting & Finance) - Edith Cowan University ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Brett Geappen 2003 Diploma of Financial Planning - Kaplan Professional
 Brian Raymond John Daley 2001 Bachelor of Commerce - Griffith University ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Finsia ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 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
 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
 Chi Zhang 0 Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Commerce (Finance) - The University of Sydney ~ Master of Professional Accounting - Top Education Institute
 Christopher Jack Air 1990 Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Master of Applied Finance - Finsia ~ Self Managed Superannuation Funds - Mentor Education
 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
 Cuong Quach 2013 FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Dale Mathew Barratt 2000 Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance - KAPLAN ~ Master of Financial Planning - RMIT ~ Masters of Business Administration - Deakin University
 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
 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 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 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 ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ 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
 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
 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
 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
 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
 Jack William Mayer 2024 Graduate Diploma of Financial Planning - Kaplan Professional
 Jacquelyn Anne Rennie 2009 Accredited Aged Care Professional Program - Aged Care Steps ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ 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 Benjamin Mooney 2009 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Finance) - Curtin University ~ Commercial Law - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - AMP Limited ~ Tax for Financial Advising - Kaplan Professional
 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
 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 George Vozvoteca 2004 Bachelor of Arts (Biological Science) - Flinders University ~ Graduate Diploma of Financial Planning - Securities Institute
 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
 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
 Jody-marie Doherty 2023 Bachelor of Psychology - University of Newcastle ~ Graduate Diploma of Financial Planning - Charles Sturt University ~ Master of Commerce (Finance) - University of NSW
 Joel Cleary 2009 Advanced Diploma in Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce - University of Melbourne ~ Certified Financial Planner - Financial Planning Association
 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
 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
 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 Accredited Aged Care Profesional - Aged Care Steps (ACS) ~ FPE016 Self Managed Superannuation Funds - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Financial Planning - 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
 Kurt Smith 2013 Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Mentor Education Group ~ Self Managed Superannuation Funds - 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
 Lawson Mavondo 2005 928S Margin Lending - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Kaplan Professional - Self Managed Superannuation Funds
 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
 Marijana Subasic 2018 Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology
 Mark Andrew Greenaway 1986 Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 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 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 West 2004 Diploma of Financial Services (Financial Planning) - Tribeca
 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 ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Integrity Education Group
 Melissa Christina Nicholson 2021 Diploma of Finance and Mortgage Broking Management - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Professional
 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 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
 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
 Moshe Chaiton 2015 Diploma of Financial Planning - International Institute of Technology ~ Graduate Diploma of Financial Planning - Kaplan Professional
 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
 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 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - Kaplan ~ Self-Mananged Super Funds - Integrity Education Group
 Paul Robert Timms 2016 Bachelor Of Commerce (Finance) - Griffith University ~ Bachelor of International Business - Griffith University ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Higher Education
 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 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 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
 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
 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
 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 Fiorelli 1990 Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Siploma of Financial Planning - Financial Planning Association of Australia
 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
 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 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 - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ 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
 Ryan Wadsworth 2015 Bachelor of Business - Swinburne University of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor education
 Samuel Schmarr 2016 Bachelor of Commerce - University of Newcastle ~ Diploma of Finance and Mortgage Broking - Intellitrain ~ Diploma of Financial Planning - Kaplan
 Sanchi Kogata 0 Bachelor of Commerce - University of Mumbai ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending Specialist - Kaplan Professional ~ SMSF Regulations and Taxation - Kaplan Professional
 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 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
 Shivani Singla 2015 Diploma of Finance and Mortgage Broking Management - AAMC Training Group ~ Diploma of Financial Planning - AAMC Training Group ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - AAMC Training Group
 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
 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 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 ~ Bachelor of Commerce - Monash University ~ Diploma of Financial Planning units 1 to 7 - Financial Advice Association Australia ~ Margin Lending Accreditation Program - 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
 Sukumar Keshava Murthy 2018 Bachelor of Business Management - Bangalore University ~ 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
 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 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 ~ SMSF Specialist Adviser (SSA) - SMSF Association Limited
 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
 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)
 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
 Wayne Mathew Terry 2018 Bachelor of Business (Finance) - Southern Cross University (SCU) ~ Certified Financial Planner - FPA ~ 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