Synchronised Business Services Pty ltd

AFS License Number
243313
Name
Synchronised Business Services Pty ltd
ABN/ACN/ARBN
33007207650
Licensee issued
March 1, 2004
Address
South Melbourne, 3205, 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

NameFirst provided adviceQualification and trainings
 Aamir Azad Hirani2016Bachelor of Business (Accounting and Finance) - La Trobe University ~ Diploma of Financial Planning - Kaplan Professional Education ~ GCE Advanced Level - Bay View High School ~ GCE Ordinary Level - Progressive Public School ~ Specialist Self Managed Superannuation Funds - International Institute of Technology
 Adam Benjamin Peacey2008Advanced 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 Cursio2007Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology
 Adrian Loadsman2012Diploma of Financial Services ( Financial Planning) - Kaplan
 Agim Hajdari2015Advanced Diploma of Financial Services - Victoria University ~ Bachelor Of Business - Victoria University ~ Bachelor of Business (Financial Risk Management) - Victoria University Melbourne Australia ~ Diploma Of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute ~ SMSF Module - Monarch Institude ~ Self Managed Superannuation - Monarch Institute
 Ahmed Mohamed Mohamed2010Diploma of Financial Services (Financial Planning) - Investment Banking Institute
 Akash Brahma2007Advanced 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
 Alessandro Vagliviello1986PS146 Knowledge Assessment - Integratec
 Alexander Sutherland2014Advanced 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 Tickle2012928 Margin Lending - Kaplan ~ Advanced Diploma of Financial Planning (Qualification) - Kaplan Professional ~ Foundations of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Alexandria Thomaschuetz2006Diploma of Financial Services (Financial Planning) - Kaplan
 Ali Abdurahman Jama2015Diploma of Financial Planning - Monarch Institute
 Ali Yildirim1995Diploma of Financial Services (Financial Planning) - FSTA
 Alison Heather Massey2018CFP - Financial Planning Associations
 Alison Leanne Pollock2018Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Intermediate Estate Planning accreditation - View Legal University ~ SMSF Strategies Specialist Adviser Training Assessment - SMSF Strategies
 Allan Athol Meincke2011ASX 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
 Aloysius Desmond Fernandes1984Advanced Diploma of Financial Services(Financial Planning) - Pinnacle Financial Services Academy ~ Bachelor of Commerce - University of Calcutta ~ Diploma of Financial Services( Financial Planning) - Mentor Education ~ Margin Lending and Geared Investments - Kaplan ~ Post Graduate Diploma in Business Administration - Institute of Management and Business Education, India
 Amiram Katz1989Diploma of Financial Services (Financial Planning) - Kaplan
 Amit Odhavji2012Diploma of Financial Planning - International Institute of Technology (IIT)
 Amy Louise Beardmore2014Bachelor of Business (Accountancy) - Queensland University of Technology ~ Diploma of Financial Planning - Monarch Institute
 Anders Mckenzie Huitfeldt1992Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services - NIBA
 Andreas Kettemann2017Bachelor of Commerce - The University of Notre Dame Australia ~ Diploma of Financial Planning - Kaplan Professional Education ~ Graduate Diploma of Chartered Accounting - Chartered Accountants Australia and New Zealand ~ Master of Professional Accounting - The University of Notre Dame Australia ~ Self Managed Superannuation Funds - Mentor Education
 Andrew DI Carlo1998Bachelor 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 Douglas Booth2010Advanced Diploma - Financial Planning - Kaplan ~ Diploma of Financial Planning - Mentor Education
 Andrew Harris1987Certificate 4 in Financial Planning - Integratec ~ Policy Statement 146 Knowledge Assessment - Tribeca
 Andrew James Willard2014Diploma in Financial Planning - Kaplan
 Andrew Leonard White1999Bachelor of Business - Deakin University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - International Institute of Technology
 Andrew Ryan Watts2007Investment Planning 1 - Kaplan ~ Risk Management - Kaplan ~ Self-Managed Superannuation Funds - Kaplan ~ Superannuation & Retirement Planning - Kaplan
 Andrew Viher1998Financial Services Essentials - Deakin Financial Services Pty Ltd
 Andrew Viher1998Financial Services Essentials - Deakin Financial Services Pty Ltd
 Angela Mary Purificato1989Diploma of Financial Services (Financial Planning) - Integratec
 Angela Therese Summerville2013Diploma of Financial Services (Financial Planning) - Tribeca
 Ann Bayliss1999Cavendish & ICFS Specialist SMSF Course - The University of Adeliade ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan
 Ann Little2014Foundations of Financial Planning Part A: Generic Knowledge - Kaplan ~ Insurance and Risk Protection - Kaplan ~ Superannuation and Retirement Planning - Kaplan
 Anna Purcell2006Advanced 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 Cursio1986Diploma of Financial Services (Financial Planning) - IntegraTec Training Pty Ltd ~ Principles in Self Managed Superannuation Funds - International Institute of Technology
 Anthony Malvaso2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Finsia
 Antonios Zaras2005Advanced 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
 Antony Black2012Advanced Diploma - Financial Planning - Kaplan Professional ~ Bachelor Degree - Business - Edith Cowan University ~ Certified Financial Planner - FPA ~ Diploma - Financial Planning - Kaplan Professional
 Arash Ash Hassani2014Certificate 4 in Financial Services (Finance/Mortgage Broking) - Traineeship Management Australia ~ Diploma of Financial Planning - International Institute of Technology ~ Risk Management (Insurance) - Investment Banking Institute
 Arthur Leuchter2014Diploma of Financial Planning - Monarch Institute
 Ashleigh Hurley2015Bachelor of Commerce (Financial Planning) - Curtin University of Technology ~ SMSF Licensee Accreditation - Count Financial
 Barry John Mcintyre2004Introduction to Financial Planning - Financial Planning Association of Australia ~ Risk Management - Integratec
 Barry Ryan Sher2007Bachelor Degree - Commerce - Deakin University ~ Certificate - Finance and Mortgage Broking - The National Finance Institute ~ Diploma - Commerce - MIBT
 Benjamin Ashley Brett2018Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Laws - Queensland University of Technology ~ Diploma of Financial Planning - Kaplan
 Benjamin David Woolgrove2005Entry Level Competencies - Kaplan ~ Risk Management - Kaplan ~ Superannuation & Retirement Planning - Kaplan
 Benjamin George Brookes2011Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending - Kaplan
 Benjamin Grant Fagan2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Fellow Chartered Financial Planner - Asia Pacific Financial Services Association
 Benjamin Michael Marinovich2012Advanced 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
 Benjamin Paul Haynes2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Finance - University of Adelaide ~ Diploma of Financial Services (Financial Planning) - AMP Financial Planning ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - Kaplan Professional
 Benjamin Robert James Anderson2011DFP5v2 Tax for Financial Advising - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Intellitrain ~ Self Managed Superannuation Funds accreditation - SMSF Strategies ~ TASACLv1 Commercial Law - Kaplan Professional
 Bernardino Gaspar-fernandes2002Diploma of Financial Services (Financial Planning) - Integratec
 Bjorn Kutschera2014DFP5v1 Tax for Financial Advising (Short Answer Exam) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Estate Planning - Kaplan ~ TASACLv1 Commercial Law - Kaplan ~ Taxation Fundamentals - Kaplan
 Blair Macintosh2013Diploma of Financial Planning - Kaplan
 Bodo Klaus Alois Lenitschek2011Life Insurance (Personal Advice) - Mentor Education Group
 Bradley Victor Corby1986Diploma of Financial Services (Financial Planning) - Kaplan
 Brenda Ai-ching Will2006Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Brent Paul Fraser2004Diploma of Financial Planning - Financial Planning Association of Australia Limited
 Brenton Vincent Burke2018Bachelor of Commerce (Accounting) - Curtin University of Technology ~ Diploma of Financial Planning - International Institute of Technology ~ Principles in Self Managed Superannuation Funds - International Institute of Technology ~ SMSF Specialist Adviser - Self Managed Super Fund Association
 Brett Allan Clark2000Diploma of Financial Services (Financial Planning) - International Institute of Technology
 Brett David Graham2017Diploma of Financial Planning - Kaplan Professional ~ Margin Lending accreditaion - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds accreditation - Kaplan Professional
 Brett Geappen2003Diploma of Financial Planning - Kaplan Professional
 Brett Hammond2001Bachelor of Business - Edith Cowan University ~ Diploma in Financial Services (Financial Planning) - Integratec
 Brett Robert Young2008Advanced Diploma - Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional ~ Fellow Chartered Financial Practitioner - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan
 Brett Stephen Wilkins1999Diploma of Financial Services (Financial Planning) - Financial Planning Association of Australia
 Brian Basil Collins2008Diploma of Financial Services (Financial Planning) - Kaplan ~ Self Managed Super Fund Course - Kaplan
 Brian Jonathon Bernard1996Financial Planning Certificate - Independent Centre of Financial Training ~ Managed Investments - Integratec ~ Risk Management & Insurance Planning - Investment Training College ~ Superannuation and Retirement Planning - Integratec
 Bronson Wai Fung Yau2017Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending - Kaplan ~ Principles of Advanced Estate Planning - International Institute of Technology ~ Principles of Advanced Planning - International Institute of Technology
 Bruce Cameron Moss2006ASX 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 Exton2014Life Insurance (Personal Advice) - Mentor Education
 Bruce Jason Smith2012Diploma of Financial Services (Financial Planning) - RG 146 Training Australia
 Bruce Richard Sivalingam1989ASX Accredited Listed Products Adviser Program - Kaplan Professional Education ~ Bachelor of Economics - University of Western Australia ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Margin Lending and Geared Investments - Kaplan ~ Master of Economics - University of Western Australia
 Bryan John Williams1995Diploma of Financial Services (Financial Planning) - Integratec ~ Estate Planning - Tribeca ~ Investment Planning 2 - Tribeca ~ Taxation Planning - Tribeca
 Byron Wayne Bartlett2000Bachelor of Commerce - Flinders Uni ~ Diploma of Financial Planning - FPA ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Camilo Graeme Bradford2012Life Insurance (Personal Advice) - Mentor Education
 Cara Teagan Brett2011Bachelor of Business (Financial Planning) with Distinction - Royal Melbourne Institute of Technology ~ Diploma of Business - Moreton Institute of TAFE ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Carl Maiorana2007Bachelor of Commerce - University of Western Australia ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Carlos Antonio Herrera1987Policy Statement 146 Knowledge Assessment - Integratec
 Catherine Anne Rademeyer2011Advanced Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group ~ TASACLv1 Commerical Law - Kaplan
 Catherine Juliet Ocysek2005Certificate IV in Financial Planning - Tribeca ~ Certificate IV in Risk Management - Kaplan ~ Commissioner for Declarations - Queensland Government, Department of Justice and Attorney-General ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Ceri Joanne Freeman2014Bachelor of Business (Financial Planning) - RMIT University ~ Diploma of Financial Planning - Pinnacle Financial Services Academy
 Charles Alexander Penheiro2003ASX Securities - kaplan ~ Diploma of Planning - Integratec ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Kaplan
 Charles Gordon Frederick Fraser1990Diploma of Financial Services - National Insurance Brokers Asssociation
 Charley Martinez2010Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - TAFE NSW
 Christopher Nigel Mervyn Kelaart1989Diploma of Financial Services (Financial Planning) - Kaplan
 Christopher Put2012Bachelor of Business Management - University of Queensland ~ Diploma of Financial Services (financial Planning) - Kaplan Education ~ Margin Lending - Knowledge and Skills - Kaplan ~ Master of Commerce (Financial Planning) - Griffith University ~ Self Managed Superannuation Funds - Kaplan
 Christopher William Mullan2002Diploma of Financial Planning - Kaplan Professional
 Christopher Wyn Watts2008Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Arts (Honours) Business Economics - Manchester Metropolitan University
 Christos Galanis2012Aged Care Professional - Aged Care Steps ~ Bachelor of Business - Swinburne University ~ Graduate Diploma Applied Finance - Kaplan Professional ~ SMSF - Kaplan ~ Tier 1 Securities - Personal Advice - Kaplan
 Ciaran Moore2013Advanced 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
 Claudia Rigoni-brazzale2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan
 Clay Thomas Bland2017Diploma of Financial Planning - AAMC Training Grourp
 Clint Nice2014Bachelor of Commerce (Accounting and Financial Planning) - Curtin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending - International Institute of Technology ~ Self Managed Superannuation Funds - Kaplan
 Clive Anthony Grant1980Advanced Diploma - Financial Planning - Kaplin ~ Advanced Investment Planning - Mentor ~ Diploma of Financial Planning - Financial Planning Association ~ Provide Advice in Margin Lending - MLC
 Clive John Smith1976Diploma of Financial Services (Financial Planning) - Integratec
 Colin John Wilkie2018DFP5v4 Tax for Financial Advising - Kaplan ~ Diploma of Financial Planning - Monarch Institute ~ TASACLv2 Commercial Law - Kaplan
 Concetto Cannavo1989Diploma of Financial Services - Northern Group Training
 Cong Tang2013Bachelor of Business (Banking and Finance) - Monash University ~ Diploma of Financial Planning - Mentor Education
 Connie Carmen Pullella1992Foundation Diploma of Financial Planning - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - Kaplan
 Connor Paul Summers2017Bachelor of Business - Queensland University of Technology
 Corey Jay Stamp2017Diploma of Financial Planning - Monarch Institute
 Corey Wastle2011Bachelor of Business and Commerce - Monash University ~ Bachelor of Communication - Monash University ~ Certified Financial Planner - FPA ~ Graduate Diploma of Financial Planning - Kaplan ~ SMSF Specialist Advisor - SMSF Association of Australia
 Courtney Michael Charles Moores2018Diploma of Financial Planning - Kaplan ~ Securities and Managed Investments - Kaplan
 Craig Dean Braganza2018Life Insurance - Kaplan
 Craig Michael Yates1989Diploma of Financial Planning - Integratec
 Craig Schafner2011Bachelor of Economic Science - University of the Witwatersrand ~ Certificate 4 in Financial Services (Finance/ Mortgage Broking) - The National Finance Institute ~ Diploma of Finance and Mortgage Broking Management - The National Finance Institute
 Craig Steven Ball1988Business Succession Planning Course - Norwich Union ~ Cert IV in Finance & Mortgage Broking - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - Integratec (Australia) Pty Ltd ~ Estate Planning Course - National Mutual Financial Planning Ltd ~ Taxation Planning - Integratec (Aust) Pty Ltd
 Craig Steven Bergin2003Introduction to Financial Planning - Financial Planning Association of Australia ~ Investment Planning - Financial Planning Association of Australia ~ Retirement Planning - Financial Planning Association of Australia ~ Risk Management and Insurance Planning - Financial Planning Association of Australia
 Dale Richard Scally1999Bachelor Degree - Business - Curtin University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Advising - Securities Institute of Australia
 Damian James Talbot2011Diploma of Financial Services (Financial Planning) - RG 146 Training Australia
 Damien Chow2008Bachelor of Mathematics and Finance - University of Technology, Sydney ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Dane Beauchamp2015Diploma of Financial Planning - Monarch
 Daniel Bassett2018Diploma Of Financial Planning - Monarch Institute
 Daniel Boce2004Advanced 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 Hewitt2014Bachelor 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 Clarke2016Bachelor of Commerce (Accounting & Business Law) - Curtin University of Technology ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma (ICAA) - Institute of Chartered Accountants Australia
 Daniel Geoffrey Daicos Donovan2018Bachelor Of Commerce - The University of Melbourne ~ Diploma Of Financial Planning - Monarch Institute
 Daniel Gerson2014DFP5v3 Tax for Financial Advising - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Securities and Managed Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan ~ TASACLv1 Commercial Law - Kaplan
 Daniel Grusd2001Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Master of Commerce - The University of New South Wale
 Daniel James Mccabe2003Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning Australia ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning Australia ~ Self Managed Superannuation Funds - Tribeca Learning Australia
 Daniel Rose2000Diploma of Financial Planning - FPA & Deakin University ~ Direct Shares Accreditation - AXA Excellence ~ SMSF Accreditation - AXA Excellence
 Daniel Singh2010Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education
 Darren Leete2017Graduate Diploma of Applied Finance majoring in Financial Planning - Kaplan
 David Andrew DE Kretser2008Bachelor of Business (Accounting) - Monash University ~ Diploma of Financial Planning - Kaplan
 David Hunt2014Bachelor 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 Allen1989Entry Level Competencies - Kaplan ~ Superannuation - Financial Education Professionals
 David John Foster1986Diploma of Financial Planning - Financial Planning Association
 David John Robson2002ASX 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 Woolgrove1988Diploma of Financial Services - National Insurance Brokers Association
 David Lewis Denham Kerr2005Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma in Financial Markets - Securities Institute ~ Diploma of Financial Planning - International Institute of Technology ~ Foundation Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional Education
 David Neal Arnold2011Certificate 4 in Frontline Management - Workskills Training Development ~ Life Insurance (Personal Advice) - Mentor Education Group
 David Pettit2005Bachelor Degree - Commerce - University of Otago ~ CFP - Certified Financial Planner - Kaplan Education Pty Ltd ~ Diploma - Financial Planning - Tribeca Learning Australia Pty Ltd
 David Robert Mcculloch2009Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Certificate in Business (Applied Finance) - Queensland University of Technology ~ Margin Lending and Geared Investments - Kaplan
 David Sheather2009ASIC RG146 Tier 1 Life Insurance - Australia and New Zealand Institute of Insurance and Finance ~ Diploma of Financial Planning - Mentor Education
 David Vaughan2014Bachelor of Commerce - Deakin university ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Planning - RG146 Mentor Education Group ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Dean Michael Thompson1998Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Declan Oliver Synnott1992Policy Statement 146 Knowledge Assessment - Integratec
 Dejan Zivkovic2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Denis Frederick Baulsom1976Managed Investments - Tribeca ~ Risk Management - Integratec ~ Superannuation and Retirement Planning - Integratec
 Dillon Duleep Samaratunga2016Graduate Diploma of Financial Planning - Finsia ~ Master of Applied Finance - Kaplan ~ Self Managed Super Funds - Kaplan
 Don Francis Trapnell1989Associate of The Australian Institute of Insurance - The Australian Institute of Insurance ~ Certified Insurance Professional - Australian Insurance Institute ~ Diploma in Life Insurance - The Australian Insurance Institute ~ Risk Management for Financial Services Professionals - Integratec ~ Senior Associate of The Australian and New Zealand Institute of Insurance and Finance - The Australian and New Zealand Institute of Insurance and Finance
 Donna Lee Powell2007DFP5v2 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 Ripper2006Bachelor 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
 Douglas Gordon Cameron1999Bachelor of Economics (with Honours) - Monash University ~ Diploma of Financial Planning - Financial Planning Association
 Edo Catak2017Diploma of Financial Planning - Kaplan ~ Margin Lending - Kaplan
 Edward James Carroll1977Diploma of Financial Services (Financial Planning) - Financial Services Training and Assessment Pty Ltd
 Edward Stapleton1980Diploma of Financial Planning (FNS50611) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Elham Afsahi2018Life Insurance - Mentor Education
 Elizabeth Haile2011Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Self Managed Superannuation Funds - Kaplan Professional
 Emily Bowker2012Cavendish & 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
 Eric Jiayin Chen2015Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce - Accounting - Macquarie University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Erol Adem Doganay2014Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce - La Trobe University ~ Bachelor of Economics - La Trobe University ~ Diploma of Financial Planning - Monarch Institute
 Felicia Sarah Anstey2004Diploma of Financial Services (Financial Planning) - Investment Banking Institute ~ Master of Business Administration - University if Southern Queensland ~ Master of Professional Accouting - University of Queensland
 Felix O'neill2012Diploma of Financial Planning - International Institute of Technology ~ Qualified Financial Adviser - Institute of Banking Ireland
 Fiona Morrissey2001Diploma of Financial Planning - Kaplan Education Pty Ltd
 Fletcher Allan Holmes2016Diploma Of Financial Planning - Monarch Institute
 Frankie Chee Tang2004Diploma of Financial Services (Financial Planning) - Integratec ~ Margin Lending and Geared Investments - Kaplan
 GE Sang2014Advanced Diploma - ADFP - Kaplan ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - DFP - ITT ~ Margin Lending - Kaplan ~ Masters Degree - Commerce - Deakin University
 Garry Shane White1983Diploma of Financial Services (Financial Planning) - Kaplan
 Gary Hinchliffe2010Diploma of Financial Planning - Count Wealth Accountants ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Super Funds - Compound
 Gary John Giumelli1999Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd
 Gary John Jones1987Diploma of Financial Planning - Financial Planning Association (FPA) ~ Registered Accredited Financial Planner - AFP
 Gavan Taylor1991Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 Gavin Dudley Blake2004Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA-Deakin ~ Principles in Self Managed Superannuation Funds - International Institute of Technology
 Gavin Keith Bramley2008Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - University of Natal (Sth Africa) ~ Diploma Of Financial Planning - Mentor ~ Fellow Chartered Financial Practitioner - Mentor Education ~ SMSF Specialist Advisor - SMSF Association
 Geoffrey John Flint2008Financial Advice - Mentor Education ~ Insurance - Mentor Education
 Geoffrey Michael Luck2015Diploma Of Financial Planning - Kaplan ~ Insurance and Risk Protection - Kaplan ~ Managed Investments & Securities - Kaplan
 George Arthur Roadnight1981Diploma in Life Insurance - Australian Lifewriters Association ~ Diploma of Financial Services (Financial Planning) - Financial Planning Association of Australia
 Georges AL Kozah2008Master of Financial Management - Central Queensland University ~ Self Managed Superannuation Funds - Kaplan
 Gihan Ramesh Anthony2014Advanced Diploma of Financial Services - Mentor Education ~ Diploma of Financial Services - International Institute of Technology ~ Master of Business Administration - University of Southern Queensland ~ Post Graduate Diploma in Marketing - The Chartered Institute of Marketing ~ Self Managed Superannuation Funds - Mentor Education
 Glenn Andrew Brown2002Life Insurance - Securities Institute ~ Policy Statement 146 Knowledge Assessment - Tribeca ~ Superannuation - Kaplan
 Glenn Dean Braganza2011Diploma of Financial Services (Financial Planning) - Intellitrain
 Gloria Mina2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Accounting) - RMIT University ~ Diploma Of Financial Planning - Kaplan ~ Magin Lending - Kaplan ~ Self Managed Superannuation - Kaplan
 Gordon Brett Dobson2005Australian Industry Essentials - RG146 Training Australia ~ Certificate 4 in Financial Services (Finance/Mortgage Broking) - Plan Connect ~ Financial Planning Fundamentals - RG146 Training Australia ~ Life Insurance (General Advice) - RG146 Training Australia ~ Life Insurance - RG146 Training Australia
 Gordon Hatch1998CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University
 Graeme John Knight2004Diploma of Financial Services (Financial Planning) - International Institute of Technology
 Graeme Peters1990Advanced Diploma - DFP DIpFS - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Grant Millar2014Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce - University of South Queensland ~ Diploma of Financial Planning - Monarch Institute
 Greg Kadel2003Completed Subjects 1&2 of a Diploma of Financial Services (Financial Planning) - Integratec
 Gregory Blumenthal2010Provide Advice in Life Insurance - Finsia, ~ Provide Advice in Managed Investments - Finsia ~ Provide Advice in Superannuation - Finsia
 Gregory Brett Wheatley2003Regulatory Guide 146 Assessment - Kaplan
 Guang Lin2016Advanced 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
 Gwyneira Brahma1999Bachelor 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
 Hayley Dyson2010Advanced Diploma - Financial Planning - Kaplan Professional ~ Bachelor Degree - Applied Finance - University of South Australia ~ Bachelor Degree - Business & Commercial Law - University of South Australia ~ Masters Degree - Business Administration - Deakin University ~ Masters Degree - International Finance - Deakin University
 Heddwyn Brahma2018Diploma Of Financial Planning - Kaplan Professional Education
 Helena Tamara Mcgowan2003Diploma of Financial Services (Financial Planning) - Deakin University ~ Diploma of Financial Services (Insurance Broking) - NIBA College of Insurance & Risk Professionals ~ PS146 Accreditation - Deakin University
 Howard Denis Harvey Norman2016Diploma Of Financial Planning - Kaplan
 Ian Finney2004Accredited Aged Care Professionals - Aged Care Steps ~ Bachelor of Business - Caulfield Institute of Technology ~ Diploma of Financial Planning - Mentor Education
 Jacob Mordecai Waks2000Diploma of Financial Services (Financial Planning) - Kaplan
 Jacqueline Leigh Hannan2014Bachelor of Business (Accounting) - Queensland University of Technology (QUT) ~ Certificate IV in Finance and Mortgage Broking - National Finance Institute ~ Diploma of Finance and Mortgage Broking Management - National Finance Institute ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Self Managed Superannuation Funds - International Institute of Technology
 Jade Elizabeth Burford2013Advanced Diploma Of Financial Planning - Mentor Education ~ DFP5v3 Tax for Financial Advising - Kaplan ~ Diploma - Financial Planning - Kaplan Professional Education ~ TASACLv1Commercial Law - Kaplan
 Jade Louise Mckay2018Diploma of Financial Planning - Kaplan ~ Managed Investments and Securities - Kaplan
 James Ainslie Beard2014Bachelor Degree - Business - RMIT ~ Tier 1 Margin Lending - Kaplan
 James Anthony Milic2018Diploma Of Financial Planning - Monarch
 James Anthony Mousa2006Advanced 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 Anthony Parr2004Policy Statement 146 Knowledge Assessment - Integratec
 James Bryce Collie2014Diploma of Financial Planning - Kaplan Professional ~ Securities and Managed Investments - Kaplan Professional
 James Charles Clifton2007Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geard Investments - Kaplan
 James Edward Millard2007Bachelor of Commerce - The University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Kaplan
 James Hubert Devine1967Risk Management for Financial Services Professionals - Integratec ~ Superannuation and Retirement Planning - The Australian Institute of Financial Studies Pty Ltd
 James Patrick O'reilly1999Advanced 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 Patterson1999Diploma of Financial Services (Financial Planning) - Tribeca
 James Robert Bevis2012DFP5v3 Tax for Financial Advising - Kaplan ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ TASACLv1 Commercial Law - Kaplan
 James Xiao1995Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology
 Jamie George Papamihail2007Bachelor of Business - Edith Cowan University ~ Diploma of Financial Services (Financial Planning) - Mentor Education
 Jamie Lewis2016Bachelor of Commerce - University of Melbourne ~ RG146 - Mentor Education
 Jan Erasmus Havinga2016Accountants Self Managed Superannuation Funds Package - Kaplan ~ Graduate Diploma of Chartered Accounting (GradDipCA) - The Institute of Chartered Accountants in Australia
 Jane Looker2012Advanced Diploma of Financial Services - International Institute of Technology ~ DFP5v3 - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Janine Barbara Mclean2018Diploma of Financial Services (Financial Planning) - Kaplan
 Jared Serge Dozetas2016910 Generic Knowledge - Kaplan ~ 921 Managed Investments - Kaplan ~ 924 Superannuation - Knowledge - Kaplan ~ 925 Life Insurance - Knowledge only - Kaplan
 Jason George Lane2014Accredited 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 Hanley2006Advanced Diploma of Financial Planning (Qualification) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Investment Banking Institute (IBI)
 Javier Fonseca2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business (International Business) - University of the Sunshine Coast ~ Diploma of Financial Services( Financial Planning) - Pinnacle Financial Services Academy
 Jean-pierre Berges1988Diploma of Financial Planning - Financial Planning Association of Australia ~ Policy Statement 146 Knowledge Assessment - Integratec
 Jeffrey Mark Slabe1997ASIC Policy Statement 146 Financial Planning Accreditation - Professional Investment Services Pty Ltd ~ Diploma of Financial Services (Insurance Broking) - Adcom Training Solutions
 Jeminna Elizabeth Best2009Diploma of Financial Services (Financial Planning) - AAMC Training Group ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Fund - Kaplan
 Jery Mourelatos2000Bachelor Degree - Behavioural Science - La Trobe University ~ Graduate Certificate - IV Mortgage Broking - Online Education ~ Graduate Diploma - Applied Finance and Investments - Securities Institute Australia ~ Graduate Diploma - Dip Superannuation Management - Macquarie University
 Jesse Leighton Rodney Phillips2012Bachelor of Commerce - Griffith University ~ DFP5v3 Tax for Financial Advising (Short Answer Exam) - Kaplan ~ Risk Management - Kaplan ~ TASACLv1 Commercial Law - Kaplan ~ Taxation Planning - Kaplan
 Jiahui Zhou2009Diploma of Financial Services (Financial Planning) - New South Wales Technical and Further Education Commission ~ Master of Professional Accounting - University of Tasmania ~ Self Managed Superannuation Funds - Kaplan
 Jinfeng Zhang2005Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - Mentor Education
 Jodi Lea Rose-nealy2003Bachelor of Science - Monash University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Mortgage Lending - Securities Institute
 Jodie Marie Marquardt2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Financial Planning - CQ University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Joe Cascone2003ASIC Policy Statement 146 Financial Planning Accreditation - Professional Investment Services Pty Ltd ~ Bachelor of Economics - La Trobe University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - Tribeca
 Johann Strauss2007Chartered Practising Accountant - CPA Australia ~ Diploma of Financial Planning - Mentor Education
 Johannes Philippus DE Beer2016Diploma of Financial Planning - Kaplan ~ Securities asnd Managed Investments - Kaplan
 John Boe Lister2006Advanced Diploma of Financial Services - Kaplan Professional ~ Bachelor of Commerce - Murdoch University ~ Certified Financial Planner - FPA ~ Diploma Of Financial Planning - Kaplan ~ Master of Electronic Commerce - Curtin University
 John Byrnes2011Bachelor of Business (Economics & Finance) - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending - Kaplan Professional
 John Clement Batchler1971Certificate 4 in Financial Planning - Integratec ~ Policy Statement 146 Knowledge Assessment - Integratec
 John Gilfillan1995PS146 Compliance Program - Securities Institute
 John Kalachian2016Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning - International Institute of Technology ~ Principles in Self Managed Superannuation Funds - International Institute of Technology
 John Leslie Prossor1984Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Fellow Chartered Financial Practitioner - Association of Financial Advisers ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Tribeca
 John Morrison2018Bachelor of Arts - University of New England ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Services - M-Quest ~ Doctor of Business Administration - SGU ~ Master of Administration - University of New England
 John Nelligan2007Advanced Diploma - Financial Planning - Mentor Education Group ~ Bachelor Degree - Business - Massey University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Masters Degree - Business Administration - Macquarie Graduate School of Management ~ Tax (financial) adviser registration certificate - Tax Practioners Board
 John Patrick O'reilly1985DFP1, 2 & 4 - FPA ~ Investment Planning 1 - CCH Learning ~ Investment Planning 2 - CCH Learning ~ Margin Lending and Geared Investment - Kaplan ~ PS146 Accredition - PIS
 John Templeton1983Certified Financial Planner - Financial Planning Association of Australia
 Johnny LY2010Advanced Diploma of Financial Services - Pinnacle Financial Services Academy ~ Bachelor of Technology - Macquarie University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services - Mentor Education Group ~ Master of Commerce - Macquarie University
 Jordan Dale Vaka2009Bachelor of Commerce with distinction majoring in Financial Planning - Deakin University
 Joseph Cilmi2015Diploma of Financial Planning - Pinnacle Financial Services Academy, ~ 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
 Josephine Vella2005Entry Level Competencies - Integratec ~ Risk Management - Tribeca
 Joshua Hummerston2014Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Diploma of Financial Planning - Australia and New Zealand Banking Group Ltd (ANZ) ~ Diploma of Financial Services (Insurance Broking) - Australia and New Zealand Banking Group Ltd (ANZ)
 Judy Lee Hong Chew2016Bachelor of Business (Financial Planning & Finance) - University of Technology
 Julie Margaret Webster1993Advanced Diploma of Financial Planning - Mentor Education ~ Certificate IV Financial Planning - Integratec (UTS) ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Justin Allerton2011Bachelor 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 Bridger2010Diploma of Financial Services (Financial Planning) - Mentor Education Group
 Justin Holzer1999Bachelor 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 Peter Frohnert2002Bachelor of Arts - La Trobe University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Graduate Diploma in Economics - La Trobe University ~ Margin Lending and Geared Investments - Kaplan
 Justin Said2005Diploma in Financial Services (Financial Planning) - Tribeca ~ Self Managed Superannuation Funds - International Institute of Technology
 Kam Chuen Yuen2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Commerce - University of Sydney ~ Diplona of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Kane Kareign Duong2006Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Master of Commerce Financial Planning - University of Western Australia ~ Securities - kaplan ~ Self Managed Super Fund Course - Kaplan
 Kar Foong Lim2016Bachelor 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 Jane Thompson2005Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Karen Wright2012Diploma of Financial Planning - Kaplan
 Karthik Ganapathy Sivashanmugham2014Certified Financial Planner - Financial Planning Association ~ Diploma - Financial Planning - ThreeSixty ~ Masters Degree - Business - Victoria University
 Katherine Anne Hayes2006Diploma of Financial Services (Financial Planning) - Finsia ~ Graduate Certificate of Financial Planning - Finsia ~ Graduate Diploma of Applied Finance - Kaplan
 Kathleen Renee Adams2005Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan (formerly Tribeca) ~ Graduate Certificate in Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Tribeca
 Kathy Kritselas2002Bachelor Degree - Economics - Macquarie University ~ Listed Securities - MLC Licensee Accreditation ~ Managed Investments - Integratec ~ Risk Management - Integratec ~ Superannuation and Retirement Planning - Integratec
 Katriel Moshe Warlow-shill2004Diploma Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan
 Katrina Mccallum2015Life Insurance (Personal Advice) - Mentor Education
 Kenneth Raymond Esler2005Diploma of Financial Services (Financial Planning) - Mentor Education
 Kerrie-anne Bartho2016Diploma of Financial Planning - Mentor Education ~ Margin Lending Adviser (Personal Advice) - Mentor Education
 Kiyoshi Kanda2014Certificate IV General Advice in Managed Investments - Mentor Education ~ Certificate IV in Finance & Mortgage Broking FNS40811 - Skills Solutions ~ Diploma of Financial Planning - Mentor Education
 Kon Klados1980Diploma of Financial Services (Financial Planning) - Integratec
 Kristy Barnard2014RG 146 Tier 1 Specialist Risk Management Course - International Institute of Technology
 Kylie Leanne Abbey2009Advanced 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 Nitschke2008Generic Financial Planning - Chartered Accountants ~ Managed Investments - Chartered Accountants ~ Risk Management - FPA ~ Self Managed Super Fund Course - Kaplan ~ Superannuation and Retirement Planning - Chartered Accountants
 Lachlan Wade Kennett2011Certified Financial Planner - CFP ~ DFP5v3 Tax for Financial Advising - Kaplan ~ Graduate Diploma of Applied Finance - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan
 Lauren Michelle Styles2017Financial Education Professionals Full Diploma Level - Tier 1 - Financial Education Professionals ~ Kaplan 910 Generic Knowledge - Kaplan ~ Kaplan DFP5v2 Tax for Financial Advising - Kaplan ~ Kaplan TASACLv1 Commercial Law - Kaplan ~ Kaplan Tier 1 Life Insurance - General Advice - Kaplan
 Lazo Lembovski2010Bachelor of Commerce (Accounting and Finance) - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP) - Financial Planning Association (FPA)
 Leisa Quagliata2015Bachelor of Business (Financial Management) - James Cook University ~ DFP5v3 Tax for Financial Advising - Kaplan ~ Diploma of Financial Planning - Kaplan Professional
 Leon Cheah2008Bachelor of Commerce - University of Melbourne ~ Certified Financial Planner Program - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending & Geared Investments - Kaplan Education Pty Ltd ~ Self-Managed Superannuation Funds - Kaplan Education Pty Ltd
 Leonard Sharman2005Diploma of Financial Services (Financial Planning) - Tribeca
 Leslie John Collard1970Diploma of Financial Services (Financial Planning) - Tribeca ~ Self Managed Superannuation Funds - Tribeca
 Lester Archibald Steele2008Bachelor Of Commerce - University Of Qld ~ CPA - ASA ~ Certified Financial Planner - FPA ~ Diploma Of Financial Planning - Deakin/FPA
 Linda O'kelly2008Advanced Diploma of Financial Services (Financial Planning) - RG146 Mentor Education Group ~ Commercial Law for Tax (Financial) Advisers Skill Set - Mentor ~ Diploma of Financial Services - Mentor
 Luke David Sheehan2009Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Finsia ~ DFP1, DFP2, DFP3, DFP4, DFP5, DFP6 & DFP7 - FPA ~ Self Managed Superannuation Funds - Kaplan
 Luke Grundy2014Advanced Diploma Of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending - Kaplan
 Luke William James Shrewsbury2011Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - Grifith University ~ Diploma of Financial Services (Financial Planning) - Investment Banking Institute ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Lyndsay Craig Wortlehock1987Certified Financial Planner - FPA ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Mahesh Pant2013Bachelor's Degree in Financial Planning - RMIT University, Melbourne ~ Diploma in Business Management - Sydney International College of Business
 Malcolm Wybrow2005Diploma - Financial Planning - Tribecca ~ Graduate Diploma - Diploma in Agricultural Economics - University of New England ~ Masters Degree - Commerce - University of NSW
 Marcel Gerard DE Leon2003Advanced Diploma of Financial Planning - Kaplan ~ Advanced Financial Planning - Kaplan ~ DFP5v2 Tax for financial Advising - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Marcos Manuel Rozas2008Bachelor of Business - Australian Catholic University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Statement of Attainment in RG146 Competencies - Kaplan Professional Education
 Marcus Roberts2012Advance Diploma of Financial Services - Kaplan Professional Education ~ Bachelor of Business Adminstration - University of Hawaii ~ Diploma of Mortgage Broking and Finance Management - National Finance Institute ~ Master of Applied Finance & Investment - Kaplan Professional Education / FINSIA ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Maria Ganci2003Bachelor of Commerce - Monash University ~ Certified Financial Planner - Financial Planning Association ~ Diploma Of Financial Planning - Financial Planning Association ~ Margin lendng and Geared - Kaplan ~ SMSF2: Legal Principles and Strategies - Kaplan
 Maria Jan Ricketts2000Bachelor of Business - University of Southern Queensland ~ Certified Financial Planner - CFP ~ Diploma of Financial Planning - Financial Planning Association
 Marilyn Livesey1990Bachelor of Commerce - The University of New South Wales ~ Certificate 4 in Financial Planning - Tribeca
 Marisa Hoffenberg2014Bachelor Of Commerce - University of the Witwatersrand, Johannesburg ~ DFP5v3 Tax for Financial Advising - Kaplan ~ Diploma of Financial Planning - International Institute of Technology ~ TASACLv1 Commercial Law - Kaplan
 Maritza Kriel2014ASX Accredited Derivatives Adviser Level 1 & 2 - Kaplan ~ Advanced Diploma of Financial Planning - University of Free State South Africa ~ Diploma of Financial Planning - Monarch Institute ~ SMSF Accreditation - Monarch Institute
 Mark Anthony Harris1986Diploma of Financial Services (Financial Planning) - Financial Services Training and Assessment Pty Ltd
 Mark Anthony Italiano2006Entry 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 Fowler1997Bachelor 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
 Mark Christie2003Bachelor Degree - Business - Edith Cowan University ~ Diploma - Financial Planning - Deakin University ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Mark Dunsford1983Diploma of Financial Services (Financial Planning) - Integratec ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Insurance Planning: Principals & Applications - Australian Institute of Financial Studies ~ Retirement Planning Course - Paraplanning Professionals
 Mark G Livingston2004ASIC 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 Philip Kalucy1989Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Mark Porter Maddern2009Advanced 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
 Mark Steven Dean1974Entry Level Competencies - Kaplan ~ Risk Management - Kaplan ~ Superannuation & Retirement Planning - Kaplan
 Martin Alan O'meara1997Certificate in Applied Self-Managed Super Fund Advice - Australian Executor Trustees ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan
 Martin Guy Mcgrath2008Bachelor of Business Management - University of Newcastle ~ Certified Financial Planner - Financial Planners Association of Aust ~ Masters of Financial Planning - Kaplan Private College ~ Professional Year of Study - Institute of Chartered Accountants Australia
 Martin Jan Fedmowski2010Diploma of Financial Services (Financial Planning) - International Institute of Technology
 Martin Richard Yates1969Policy Statement 146 Knowledge Assessment - Integratec
 Matthew Alexander Chambers2000Associate Diploma of Business (Accounting) - Western Australian Department of Training ~ Bachelor of Business in Management - Edith Cowan University ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Tribeca
 Matthew Allan2012Advanced Diploma of Financial Services - Kaplan ~ Bachelor of Finance (International) - University of Adelaide ~ Diploma of Financial Services - AMP Financial Planning
 Matthew Carnegie2006Advanced Self Managed Superannuation Funds Program - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Services (Financial Planning) - AMP ~ Policy Statement 146 Knowledge Assessment - Tribeca ~ Self Managed Superannuation Funds - Kaplan
 Matthew Rodoreda2001DFP2 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 ~ Financial Planning Certificate (DFP 1 Exemption Course) - Independent Centre of Financial Training
 Matthew Sukkarieh2006Diploma of Financial Planning - Finsia
 Matthew West2004Diploma of Financial Services (Financial Planning) - Tribeca
 Matthew William Wallis2012DFP5v3 Tax for Financial Advising - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ TASACLv1 Commercial Law - Kaplan
 Matthew Woodards2005Diploma of Finance and Mortgage Broking Management - AAMC Training Group ~ Diploma of Financial Planning - Integrity Education Group ~ Self Managed Superannuation Funds - Integrity Education Group
 Meike Jean Suggars2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Arts - Monash University ~ Bachelor of Business (Marketing) - Monash University ~ Diploma of Financial Services (Financial Planning) - RG 146 Training Australia
 Michael Anthony Nemeth2003Bachelor of Business - Western Australian Institute of Technology ~ Certified Financial Planners - Financial Planning Association ~ Certified Practising Accountant - CPA ~ National Tax Accountant - NTAA
 Michael Chaffey Gower1981Tier 1 Adviser Compliance Solution - Kaplan Professional
 Michael Degtyar2017Diploma Of Financial Planning - Kaplan ~ Securities and Managed Investments - Kaplan
 Michael Del Castillo2011Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan
 Michael Gregory Ord2002Diploma of Financial Services (Financial Planning) - Tribeca ~ Self Managed Super Funds (ANZ Workshop) - Kaplan
 Michael James Fox2003Bachelor of Economics - The University of Adelaide ~ Certificate of Public Practice - The Institute of Chartered Accountants in Australia ~ Chartered Tax Adviser (CTA) - The Tax Institute ~ Diploma of Financial Services - FINSIA ~ Master of Entreprenuership - The University of Adelaide
 Michael Jeffrey Harrison2004Certificate IV in Financial Planning - Integratec
 Michael John Cosgrove2006ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan ~ Bachelor of Business - University College of Southern Queensland ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Michael John Harwood2004Bachelor of Commerce - Murdoch University ~ Certified Financial Planner - FPA ~ Fixed Income Course - FIIG ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Master of Applied Finance and Investment - Finsia
 Michael John Hayes1981Associate of the Australian Insurance Institute - The Australian Insurance Institute ~ Bachelor of Commerce - University of Queensland ~ Diploma in Life Insurance - The Australian Insurance Institute ~ Diploma of Financial Planning - Subjects 1-7 - Financial Planning Association & Deakin University ~ Life Underwriters of Australia Training Course Stage I & Stage II - Life Underwriters Association of Australia
 Michael John Pollin1981Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Michael John Power2003CFP - FPA ~ Diploma of Financial Planning 1-8 - Deakin University ~ Financial Planning Strategist - AIOFP
 Michael John Ward2007ALPA - Kaplan ~ Advanced Diploma of financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Master of Financial Planning - Kaplan ~ SMSF - Kaplan
 Michael Mobbs1992Diploma of Financial Services (Financial Planning) - International Institute of Technology
 Michael Nicholas Moursellas2005Bachelor 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
 Michael Nicholas Stamos2018Diploma of Financial Planning - Kaplan
 Michael Oliver2013Diploma of Financial Planning - International Institute of Technology ~ Principles in Self Managed Superannuation Funds - International Institute of Technology
 Michael Paul Glendenning2007Bachelor of Management (Accounting) - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan (formerly FINSIA)
 Michael Paul Partridge2010Advanced 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 Stephens2001Diploma 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 Wasef2015Diploma of Financial Planning - AAMC Training Group
 Michael Winning Jones2018Bachelor of Business (Banking and Finance) and Bachelor of Laws - Monash University ~ Diploma of Financial Planning (Module 1) - Garvan Financial Planning ~ Diploma of Financial Planning (Module 2) - Garvan Financial Planning
 Micheal Anderson2008Advanced Diploma - Financial Planning - Kaplan Professional ~ Bachelor Degree - Engineering - Swinburne University of Technology ~ Certified Financial Planner - Financial Planning Association ~ Diploma - Financial Planning - ThreeSixty
 Mikel Guyetsky2010Bachelor of Commerce majoring in Finance and Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan
 Min WU2008Bachelor 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
 Morgan Kate Griffin2018Bachelor of Commerce (Accounting) - The University of Adelaide ~ Diploma of Financial Planning - Kaplan ~ Managed Investments & Securities - Kaplan
 Myles Anthony Kehoe2000RG146 Introduction to Financial Planning - Financial Planning Association ~ RG146 Retirement Planning - Financial Planning Association ~ RG146 Risk Management and Insurance Planning - Financial Planning Association ~ Superannuation and Retirement Planning - Kaplan Professional Education
 Nasser Zreika2001Bachelor 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
 Natalino Lidestri2010Bachelor of Business (Accounting) - Victoria University ~ Bachelor of Business (Financial Planning) - RMIT University ~ Bachelor of Business - La Trobe University ~ Certificate IV in Finance and Mortgage Broking - AAMC Training Group ~ Certified Financial Planner - Financial Planning Association
 Natasha Trivedi2018DFP5v4 Tax for Financial Advising - Kaplan ~ Financial Planning Fundamentals - Kaplan ~ Insurance and Risk Protection - Kaplan ~ Superannuation and Retirement Planning - Kaplan
 Neil Anthony Thomason1998Bachelor of Commerce - Murdoch University ~ Graduate Diploma in Financial Planning - Securities Institute Education
 Neil Costley2014Diploma of Financial Planning - International Institute of Technology ~ Graduate Diploma of Business in Professional Accounting - Edith Cowan University
 Nicholas James Griffiths2015Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Financial Planning - Griffith University
 Nick Kolevski2011Diploma of Financial Services (Financial Planning) - Australian Institute of Financial Services and Accounting
 Nicole Jane Mclean2015Australian Direct Marketing Certificate - ADMA ~ Diploma of Financial Services - Kaplan
 Nicole Therese Farrelly2007Diploma of Financial Services (Financial Planning) - Tribeca
 Nicole Yunfei Niu2013Advanced Diploma of financial planning - mentor education ~ Apply legal principles in commercial law when providing tax (financial) advice services - Monarch Institute ~ Margin Lending - Mentor ~ Master of Business (Banking & Finance) - Monash University ~ diploma of financial planning - kaplan professional
 Nigel Fenton1979Diploma of Financial Planning - Integratec
 Ninder Pal Singh Sidhu2015Foundations of Financial Planning Part A: Generic - Kaplan ~ Foundations of Financial Planning Part B: Financial Planning - Kaplan ~ Insurance and Risk Protection - Kaplan ~ Securities and Managed Investments - Kaplan ~ Superannuation and Retirement Planning - Kaplan
 Norman Angwar2008Certified Financial Planner - FPA ~ DFP5v3 Tax for Financial Advising - Kaplan ~ Diploma of Financial Services (Financial Planning) - Finsia ~ Self Managed Suprannuation Funds - Kaplan ~ TASACLv1 Commercial Law - Kaplan
 OR Giladi2008Bachelor of Arts (Honours) - Monash University ~ Bachelor of Arts - University of Melbourne ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Margin Lending - Knowledge and Skills - Kaplan ~ Self Managed Superannuation Funds - Mentor Education
 Oguzhan Doren2015Bachelor Of Commerce - La Trobe University ~ Bachelor of Economics - La Trobe University ~ Diploma Of Financial Planning - Monarch Institute
 Orhan Azizoglu2000Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business Administration - University Europea ~ Graduate Diploma in Advanced Economics - La Trobe University ~ Self Managed Super Fund Course - Tribeca
 Partha Saha2014Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd ~ Diploma of Accounting - Cambridge College International ~ Diploma of Finance and Mortgage Broking Management - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - TAFE NSW ~ Super Concepts & ICFS Specialist SMSF Course - The University of Adelaide
 Pasquale Paolo Del Grande1988Diploma of Financial Services (Financial Planning) - Integratec ~ Estate Planning - Integratec ~ Investment Planning 2 - Integratec ~ Taxation Planning - Integratec
 Patrick Czajka2018Advanced Financial Planning - Kaplan ~ Foundations of Financial Planning - Kaplan ~ Insurance and Risk Protection - Kaplan ~ Securities and Managed Investment - Kaplan ~ Superannuation and Retirement Planning - Kaplan
 Patrick Joseph Moore1984PS146 Training Course 1 Managed Investments and Securities - Financial Services Training and Assessment ~ PS146 Training Course Introduction to Financial Planning and Services - Financial Services Training and Assessment ~ Retirement Planning - Financial Planning Association of Australia ~ Risk Management and Insurance Planning - Financial Planning Association of Australia
 Paul Alex Harrison2008Advanced Diploma - Financial Planning - Kaplan Professional Education ~ Bachelor Degree - Commerce - Curtin University of Technology ~ Diploma - Financial Planning - Kaplan Professional Education
 Paul Gary May2016Bachelor of Business (Accounting) - Swinburne University ~ Certificate of Public Practice - Chartered Accountants Australia New Zealand ~ Certified Practising Accountant - CPA Australia ~ Intensive Limited Licence Program for Qualifying Accountants - Kaplan
 Paul Geisel1987Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia
 Paul Gordon Foye2000AMP & ICFS Specialist SMSF Course - University of Adelaide ~ ASX listed Investment Products - LPACOnline ~ Certified Financial Planner - CFP ~ Diploma of Financial Planning - Financial Planning Assocation of Australia (FPA)
 Paul Hayden2016Bachelor 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 Herring1998Diploma of Financial Services - National Insurance Brokers Association
 Paul James Simpson2011Bachelor of Business Management - Qld University of Technology ~ Diploma of Business, Accounting - Ithaca College of Tafe ~ Diploma of Financial Services (Financial Planning) - International Institute Technology
 Paul Joseph Masina2016Bachelor Of Commerce (Economics & Finance) - University of western Society ~ Diploma Of Financial Planning - Pinnacle
 Paul Reilly2001Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan ~ Retirement Planning - Association of Financial Advisers
 Paul Robert Timms2016Bachelor Of Commerce - Griffith University ~ Bachelor Of International Business - Griffith University ~ Diploma Of Financial Planning - Kaplan
 Paul Wright2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) - Integratec
 Penelope Dawn Tindall2018Diploma of Financial Planning - Kaplan ~ Provide Advice in Life Insurance - Kaplan ~ Superannuation and Retirement Planning - Kaplan
 Peter John Kennedy2008Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - The University of Western Australia ~ Graduate Certificate in Financial Planning - Finsia
 Peter Michael Monnock1969Entry Level Competencies - Tribeca ~ Risk Management - Kaplan
 Peter Petro Skanavis2008Advanced 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 Stemm2014Advanced 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
 Peter Rowland Hawdon1991Advanced 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
 Peter Thomas Francis Mitchell1998Certificate IV in Financial Services (Finance/Mortgage Broking) - AAMC Training Group ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia
 Peter Vincent Livesey1990Policy Statement 146 Knowledge Assessment - Integratec ~ Securities and Managed Investments - Kaplan
 Petronella Vermey2005Advanced Diploma of Financial Services (Financial Planning) - Deakin ~ Diploma of Financial Services - Deakin ~ Self Managed Superannuation Funds - Kaplan
 Phillip Anthony Mulherin1990Diploma of Financial Services - Australian Institute of Financial Studies
 Phillip David Oxenbridge2001Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Margin Lending and Geared Investments - Kaplan Education Pty Limited ~ Master of Commerce Applied Finance - Griffith University
 Phillip Maxwell Smith1987Risk Management for Financial Services Professionals - Integratec ~ Superannuation - Financial Education Professionals
 Phillip Thompson2011ASX 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 Carlino2010Diploma of Financial Services (Financial Planning) - Kaplan
 Prasanth Radhakrishnan2018Bachelor of Business Administration - Monash University ~ Diploma Of Financial Planning - Integrity Education Group
 Priyanka Wijesekera2007Advanced 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
 Rachael Anne Yurko2009Life Insurance - Mentor Education ~ Superannuation and Retirement Planning - Kaplan
 Raghavendra Vattam2005Bachelor of Commerce (Accounting) - Bangalore university ~ Master of Financial Planning - Griffith University ~ Professional Diploma in Stockbroking - DeakinPrime
 Ramnan Gopal Mudaliar2011Bachelor 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 Bhavsar2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Ravi Agarwal2012Diploma of Financial Planning - Kaplan
 Ray Regmi2010Bachelor of Business (Accounting) - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Raymond Anthony Behn2004Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Self Managed Super Fund Education - Financial Essentials
 Rebecca Maher2017Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business - University of Technology Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Regan Frank Welburn2016Advanced Diploma of Financial Services - Mentor ~ DFP5v4 Tax for Financial Advising - Kaplan ~ Diploma Of Financial Services - Mentor ~ TASACLv2 Commercial Law - Kaplan
 Reginald Reuben Grantham2005Advanced 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 Cenedese1992Diploma of Financial Services (Financial Planning) - King's International College
 Rhianne Rees2016DFP5v2 Tax for Financial Advising - Kaplan ~ Diploma Of Financial Planning - Monarch Institute ~ TASACLv1 Commercial Law - Kaplan
 Ricardo Valenzi2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Accountancy & Finance) - University of Wollongong ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - Kaplan Professional
 Richard Bowyer1988Accredited Estate Planning Specialist - FPA ~ Advanced Diploma of Financial Services - Tribeca ~ Diploma of Financial Services - Tribeca ~ Life Risk Specialist (LFS) - FPA
 Richard Frederick Stanley1980Policy Statement 146 Knowledge Assessment - Integratec
 Richard Goldberg1991Diploma of Financial Services (Financial Planning) - Kaplan
 Richard Henry Jewell2017Diploma of Financial Planning - Monarch Institute
 Richard Mark Dixon2011Bachelor of Accounting Science - University of South Africa ~ Diploma in Accountancy (Post-Graduate) - University of Durban-Westille ~ Diploma in Financial Services, (Financial Planning) - Pinnacle Financial Services Academy
 Richard Thomas Gough2013Certificate 4 in Financial Services (Accounting) - Swinburne University of Technology ~ Diploma of Financial Planning - Kaplan
 Richard Thomas LE Comte2013Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - International Institute of Technology
 Rita Maria Zappulla2004Bachelor of Commerce - University of Queensland ~ CA SMSF Specialist - The Institute of Chartered Accountants in Australia ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Integrity Education Group
 Ritesh Prasad2010Advanced Diploma - Estate Planning (6) - Mentor Education Group ~ Advanced Diploma - Taxation - Mentor Education Group ~ Diploma - Financial Planning - PS 146 Training Australia ~ Margin Lending - Mentor Education ~ Self-Managed Superannuation Funds - Integrity
 Robert Bosevski2003Bachelor of Commerce (Accounting) - University of Wollongong ~ Certificate IV in Finance and Mortgage Broking - The National Finance Institute ~ Graduate Diploma in Financial Planning - Securities Institute
 Robert Francis O'brien1984Diploma of Financial Planning - Financial Planning Association of Australia
 Robert Frank Symmons1971PS146 Competent - Securities Pty Ltd
 Robert James Chalmers1987Bachelor of Commerce in Accountancy - The University of New South Wales ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Financial Planning Specialist - The Institute of Chartered Accountants in Australia
 Robert John Schiliro2004Diploma of Financial Planning DFP 1 - 5 - Financial Planning Association ~ Margin Lending and Geared Investments - Kaplan
 Robert Mark Hayward2009Bachelor of Commerce - Financial Planning - Griffith University ~ Bachelor of Commerce - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services - Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Robert Wearne1995Advanced Diploma of Financial Services (Financial Planning) - Tribeca
 Robin Wilkinson1991Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Arts Majoring in Economics - Victoria University of Manchester ~ Diploma of Finance and Mortgage Broking Management - Intellitrain Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma of Applied Finance and Investment - Securities Institute
 Rocco Michele Fazari2010Diploma Of Financial Planning - International Institute of Technology ~ SMSF Specialist Advisor - Self-Managed Superfund Professionals of Australia
 Roderick John Goswell2007Graduate Diploma of Financial Planning - Financial Services Institute of Australasia (FINSIA) ~ Investment Planning 1 - Tribeca
 Rohitendra Pathik2006Bachelor of Commerce in Accounting - The University of New South Wales ~ Graduate Diploma in Financial Planning - Securities Institute
 Ronald Desmond Richter1979Diploma of Financial Services (Financial Planning) - Integratec
 Ronald Robert Price1969Diploma of Financial Services (Financial Planning) - Kaplan
 Rose Michelle Hodgins2017Advanced Financial Planning - Kaplan ~ DFP5v3 Tax for Financial Advising - Kaplan ~ Managed Investments & Securities - Kaplan ~ Superannuation - Kaplan ~ TASACLv1 Commerical Law - Kaplan
 Ross Arthur Eldridge1988Introduction 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 Mann2013Diploma of Financial Services (Financial Planning) - Kaplan
 Ross Miller2001Advanced Diploma of Financial Planning (FNS60410) - Mentor Education ~ Diploma of Financial Services (Financial Planning) FNS50804 - RG 146 Training Australia ~ Self Managed Superannuation Funds - Kaplan Professional
 Rowan Burnett2006Diploma of Financial Services (Financial Planning) (FNB50802) - Tribeca
 Rui Shi2015Cavendish and ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Rupa Tamaschke2014Advanced Diploma Of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce (Accounting) - University of Western Sydney (UWS) ~ Bachelor of Laws - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan
 Russell Alexander Sheasby2012Advance Diploma of Financial Planning - Monarch Institute ~ DFP - AAMC Training Group ~ SMSF - Monarch Institute ~ Securities and Managed Investments - KAPLAN ~ Superannuation and Retirement Planning - KAPLAN
 Russell Lanham2004Diploma of Financial Services (Financial Planning) - Financial Services Training and Assessment Pty Ltd
 Russell Smith2002Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Ryan Adam Dean2000Advanced Investment Planning - FPA ~ Diploma of Business Management - Swinburne ~ Risk management - Integratec ~ Superannuation and Retirement Planning - Integratec ~ Taxation Planning - FPA
 Ryan Michael Chwalko2013Bachelor of Commerce (Accounting and Financial Planning) - Deakin University
 Salvatore Alfio Curcuruto1990Diploma of Financial Planning - Integratec
 Savita Bangari2015Diploma of Financial Planning - Integrity EducationGroup ~ Diploma of Financial Services - Integrity Education Group
 Scott Anthony Paterson2009Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan (formerly FINSIA) ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Scott Durrant2006Diploma of Financial Services (Financial Planning) - Mentor Education
 Scott Matthew Young2015Advanced Diploma of Financial Planning - Kaplan ~ DFP5v2 Tax for Financial Advising - Kaplan ~ Diploma of Financial Planning - Kaplan ~ TASACLv1 Commercial Law - Kaplan
 Scott Thomas Dawes2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Education - Deakin University ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Sean Herman2011Diploma of Financial Services (Financial Planning) - Integratec
 Sean Wi-kiong Yeo2013Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Arts - Murdoch University ~ Cavendish & ICFS Specialist SMSF Course - University of Adelaide ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Monarch Institute
 Severin Lovric2016Diploma of Financial Planning - Investment Banking Institute ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor
 Shane Albert Casey2002Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Self Managed Superannuation Funds - Tribeca
 Shane Lenehan2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Mentor
 Shannon Jay Worrall2018Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Shannon Wheatley2018Diploma of Financial Planning - IIT
 Sharon Lau2015Diploma of Financial Planning - Pinnacle Financial Services Academy
 Shaun Clements2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Master of Financial Planning - University of the Sunshine Coast
 Shaun Parton2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Advanced diploma of Finanical Planning - Kaplan ~ Bachelor of Commerce (Accounting & Finance) - University of New South Wales ~ Bachelor of commerce - The University of NSW ~ CFP - Certified Financial Planner - FPA ~ Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan Professional
 Shivani Singla2015Diploma of Financial Planning - AAMC Training Group
 Shonel Louise Vuletich2011Advanced 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 Juraszek2012Advanced Diploma Financial Planning FNS60415 - AAMC Training ~ Diploma - Finance and Mortgage Broking Management - AAMC ~ Diploma - Financial Planning - Kaplan
 Sonia Pace2003Accredited Listed Product Adviser Program - Kaplan Education Pty Limited ~ Diploma of Financial Services (Financial Planning) - Integratec (Aust) Pty Limited ~ Margin Lending and Geared Investments - Kaplan Education Pty Limited ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited ~ Taxation Planning - Integratec
 Stacey Tarina Donovan2007Life Insurance - Mentor Education Group ~ Managed Investments and Securities - Kaplan ~ Superannuation and Retirement Planning - Kaplan
 Stefan Angelini2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Major in Finance & Economics) - Monash University, Clayton ~ Diploma of Financial Planning - Kaplan Professional
 Stefan Rose2013Bachelor of Business - Monash University ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Margin Lending - Pinnacle Financial Services Academy
 Stefanie Georgiades2018Bachelor of Business - Swimburne ~ Diploma Of financial Planning - Kaplan ~ Master of Commerce (Finance) - Deakin ~ Self Managed Superannuation Funds - Kaplan
 Stella Zvjezdica Sarin2012Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning / Mortgage Broking) - The National Finance Institute ~ Justice of the Peace (Qualified) - Department of Justice & Attorney General
 Stephen Francis Wait2004CFP - FPA ~ Diploma Financial Services - Deacon University
 Stephen John Jenkosky1992ASX 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 Pollard2006Advanced Diploma of Financial Services (Financial Planning) - GWM Adviser Services Limited ~ Bachelor of Arts - University of Canterbury ~ Diploma of Financial Services (Financial Planning) - Financial Planning Association of Australia
 Steve Taiapa1993Diploma of Financial Planning - Financial Planning Association of Australia
 Steven Maxwell Aisea Christie2006Diploma Financial Services (financial Planning) - Kaplan ~ Taxation Planning - Kaplan
 Steven Scott Grice2004Bachelor of Commerce - University of Queensland ~ Diploma of Financial Planning (DFP3) - Financial Planning Association ~ RG 146 - Deakin University
 Stuart Hillier2008Adviser compliance Solution - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ PS 146 Compliance Programme - Finsia ~ PS146 Generic/Financial Planning - Kaplan ~ Principles in Self Managed Superannuation Funds - International Institute of Technology
 Sua Thao2003Life Insurance,(Personal Advice) - RG 146 Training Australia
 Sukumar Keshava Murthy2018Bachelor of Business Management - Bangalore University ~ Diploma of Financial Planning - Kaplan
 Sunil Adiyodi2015Diploma of Financial Planning - Monarch Institute
 Susan Margaret Anderson2012Diploma of Financial Planning - Integrity Education Group
 Teri Maloon2017Diploma of Financial Planning - Monarch Institute
 Terrence Horace Onslow Rance1995Bachelor of Commerce - The University of Western Australia ~ Bachelor of Economics - The University of Western Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia
 Terry Christopher Johnson2009Advanced Diploma in Financial Planning - Kaplan ~ Certificate IV in Mortgage Broking - Kaplan ~ Diploma in Financial Planning - Kaplan
 Thai Quoc Tony Pham2017Bachelor of Business - Queensland University of Technology ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Thelma Jaekel2010Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Theodore Mallos2007Bachelor of Economics - Macquarie University ~ Graduate Diploma Financial Planning - FINSIA ~ Master of Financial Planning - RMIT University
 Theodoros Karoumbalis2015Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - Deakin University ~ Bachelor of Laws - Deakin University ~ Bachelor of Laws - Deakin University ~ Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Thi Nguyen2008Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Business (Financial Mathematics) - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Mentor Education
 Thomas George Powell2004Business Insurance Master Class - Tower ~ PS 146 - Integratec
 Thomas Newton2018Bachelor of Commerce - major in Accounting - The University of Newcastle ~ Diploma of Financial Planning - International Institute of Technology
 Thomas Tabor1982ASIC Policy Statement 146 - RMIT University
 Tim Wortlehock2005Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan
 Timea Barczi2018DFP5v4 Tax for Financial Advising - Kaplan ~ Diploma of Financial Planning - Kaplan
 Timothy Ambrose Denton1994Bachelor 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 Hannes2013Advanced 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 Kraats2016Diploma of Financial Planning - Kaplan
 Timothy John Charles Luxton2002Bachelor 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
 Tony Benovic2002Advanced Diploma of Accounting - TAFE SA ~ Bachelor of Business (Banking and Finance) - University of South Australia ~ Diploma of Financial Planning (Qualification) - Financial Planning Association of Australia (FPA) ~ Foundation DFP - FPA
 Tony Dewever1968Diploma in Life Insurance - The Australian Insurance Institute ~ Financial Planning, Generic Knowledge - Integratec ~ Risk Management and Insurance Planning - Financial Planning Association ~ Superannuation and Retirement Planning - Integratec
 Tony Townsend1999924 Superannuation - Kaplan ~ Certificate 4 in Financial Planning - Integratec
 Trent Walter Savage2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Commerce (Financial Planning) - Curtin University of Technology ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Services - Kaplan Professional Education ~ Master of Business Administration - Curtin University
 Trevor Coutinho2007Diploma of Business Management - Xavier Institute of Management ~ Diploma of Financial Services (Financial Planning) - Pinnacle ~ Masters of Business Administration - Newport University
 Trevor O'callaghan2012Advanced Diploma - Financial Planning - Kaplan ~ Bachelor Degree - Economics - Murdoch University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Tribeca
 Trevor William Norman Thompson1997Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - Deakin University
 Tristan Ernest Godfrey2003ASX Listed Products Accreditation Course - LPAC Online ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Troy Dene Hurren2001Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Advising - Securities Institute of Australia ~ Margin Lending - Kaplan
 Trudy Kattwinkel2011Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - ThreeSixty
 Trushna Mahisuri2018Foundations of Financial Planning Part A & B - Kaplan ~ Insurance and Risk Protection - Kaplan ~ Superannuation and Retirement Planning - Kaplan
 Ushma Joshi Mckie2011Advanced Self Managed Superannuation Funds Program - Kaplan ~ Bachelor of Science (Actuarial Science) - Curtin University of Technology ~ Master of Financial Planning - Curtin University of Technology
 Valeriano Barbati2014Advanced Diploma of Financial Planning - Investment Banking Institute (IBI) ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Planning - Investment Banking Institute (IBI) ~ Margin Lending - Personal Advice - Kaplan
 Verghese Thomas2005Advanced Diploma Of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services ( Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Vernon Joseph Charteris2000Certified Financial Planner (CFP) - Deakin University
 Viral Thakkar2015Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Business (Information Systems) - Central Queensland University ~ Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional
 Warren Edward Bailey2007Entry level competencies - Kaplan ~ Risk Management - Kaplan
 Warren George Tavanyar1987Diploma of Financial Services (Financial Planning) - Integratec
 Warren Michael Loudon2013ALPA - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Provide Advice in Margin Lending - Pinnacle ~ SMSF - Kaplan
 Warwick Robert Andison1972Policy Statement 146 Knowledge Assessment - Tribeca
 Wayne George Peterson1989Bachelor of Business (Banking & Finance) - Monash University ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Wayne Peter Kampen2018Bachelor of Commerce - Griffith University
 Wayne Steven Ryan2006Advanced Financial Planning - Mentor ~ Equivalent to Diploma of Financial Planning - FINSIA
 Weidong Zhang2010Advanced Diploma of Financial Services (Financial Planning) - Holmesglen Institute ~ Degree of Master of Economics Major: World Economy - Sichuan University, China ~ Diploma of Financial Services (Financial Planning) - Holmesglen Institute ~ Margin Lending and Geared Investments - Kaplan ~ Self Managaed Superannuation Funds - Kaplan
 Weisam Elgammal2008Diploma of Financial Services (Financial Planning) - Kaplan
 William Jackson2006Diploma of Financial Services (Financial Planning) - Integratec
 William Pintainho2004Investment Planning - Integratec ~ Margin Lending - Kaplan ~ Risk Management - Kaplan ~ Superannation & Retirement - Integratec
 William Puskaric2018Diploma of Financial Planning - Monarch ~ SMSF - Monarch
 YI Ping Wang2017Diploma of Financial Planning - Holmesglen Institute ~ Margin Lending - Western Sydney University
 Yat Hei Wong2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business (Accountancy) - Queensland University of Technology ~ Bachelor of Information Technology - Queensland University of Technology ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan
 Yun Sun2017Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ CFP Certification Program - FPA ~ Diploma Of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Margin Lending - Pinnacle Financial Services ~ Margin Lending - Pinnacle Financial Services Academy ~ Self-Managed Superannuation Funds - Pinnacle Financial Services Academy
 Yves Frans Paul Schoof2009Certificate - Mutual Funds - Institute of Bankers Ireland ~ Diploma - Accounting and Finance - Dublin Business School ~ Graduate Diploma of Financial Planning - Finsia ~ Masters Degree - Translation - Vlekho