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Viridian Advisory Pty ltd

AFS License Number
476223
Name
Viridian Advisory Pty ltd
ABN/ACN/ARBN
34605438042
Licensee issued
July 1, 2015
Address
Melbourne, 3000, 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;
derivatives;
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;
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;
derivatives;
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;
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
 Adam Wighton2018Advanced Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Alana Kate Pincombe2013Bachelor of Commerce (Accounting, Finance and Financial Planning) - Deakin University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Super Funds - Integrity Education ~ Tier 1 Specialist Margin Lending - International Institute of Technology
 Amanda Ragkousis2005Advanced Diploma Of Financial Services - Kaplan Professional Education ~ Diploma Of Financial Services (Financial Planning) - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Andrew Gratton2016ADA1 - Kaplan ~ ALDA - Kaplan ~ BA HONS - Nottingham Business School ~ DFP - Kaplan ~ IMC - The CFA Institute
 Andrew Kostopoulos1998Bachelor of Business (Economics and Finance) - University Of Western Sydney ~ Certified Financial Planner - Deakin University ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Annette Maree Mcgrath1999Accredited Listed Product Adviser - Kaplan ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Advising - Securities Institute of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - Tribeca
 Archangel Figueira1992Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Life Risk Specialist - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Super Fund Specialist Adviser - SMSF Professionals' Association of Australia
 Benjamin Shaw1994Certified Financial Planner - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Brett Arnol2005Accredited Derivatives Adviser Level 1 - Kaplan Professional ~ Accredited Derivatives Adviser Level 2 - Kaplan Professional ~ Accredited Derivatives Adviser Level 2 - Kaplan Professional Education ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Commerce - University of Tasmania ~ Bachelor of Commerce - University of Tasmania ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Brett Stein1992ASX Accredited listed Product Adviser - Kaplan Professional ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self-Managed Superannuation Funds - Kaplan
 Bryan Roberts2012Bachelor of Commerce - University Of Western Sydney ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Calum Laing1997Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Services - Archer College ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Cameron Paul2003Accredited Derivatives Adviser Level 1 - Kaplan Professional Education ~ Bachelor of Commerce - University of Western Australia ~ Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Charles Evangelinos1997Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Chris Zucker2011Advanced Diploma Of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma Of Financial Services (Financial Planning) - Kaplan Professional Education ~ Graduate Certificate In Applied Finance - Kaplan Professional Education ~ Graduate Diploma of Applied Finance - Kaplan Professional Education ~ Master of Applied Finance - Kaplan Professional
 Clinton Mcnally2001Certified Financial Planner - FPA ~ Graduate Diploma in Financial Planning - Securities Institute ~ Graduate Diploma of Applied Finance and Investment - FINSIA ~ Margin Lending and Geared Investments - Kaplan Professional ~ SMSF Specialist Advisor - SMSF Association
 Dale Morgan1992ASX Accredited Listed Products Adviser Program - Kaplan ~ Accredited Derivatives Adviser Level 1 - Kaplan ~ Accredited Derivatives Adviser Level 1 - Kaplan Professional Education ~ Accredited Derivatives Adviser Level 2 - Kaplan Professional Education ~ Diploma of Financial Planning - Financial Planning Association ~ Equivalent to Advanced Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Super Fund - Tribeca Learning ~ Self Managed Superannuation Funds - Tribeca Learning
 Daniel Antonio Albanes Valenzuela2017Bachelor of Business - Major Banking and Finance - Victoria University ~ Diploma in Financial Services - Victoria University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Fund - Kaplan Education
 Daniel Lee2005Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Business (International Business) - University Of Western Sydney ~ Diploma of Financial Planning - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Daniel Louis Nadal2015Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Arts - University of Reading (England) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Daniella Elchaar2011Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce - University of Wollongong ~ Diploma of Financial Planning - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional Education
 David Aaron Pitt2000ASX Accredited Listed Products Adviser - Kaplan ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan ~ Master of Financial Planning - Kaplan Professional
 David Collins2012Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 David Gormanns2017Accredited Derivatives Adviser Level 1 - Kaplan Professional ~ Accredited Listed Product Adviser - Kaplan Professional ~ Bachelor of Business - RMIT ~ Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 David Klein2006Accredited Derivatives Adviser Level 1 - Kaplan ~ Advanced Diploma of Financial Planning - PS146 Training Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan ~ SMSF - Tribeca
 David Luke Hurrell2007Accredited Aged Care Professional Program - Aged Care Steps ~ Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Australian & New Zealand Institute of Insurance & Finance
 David Ross2005Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Dean Fuchs1995Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Dennis Prouse2003Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - Tribeca Learning
 Derek Robert Mondy1999ASX Accredited Derivatives Adviser Level 1 - Kaplan ~ Bachelor of Business (Accounting) - Western Australian Institute of Technology (Curtin University) ~ Certified Financial Planner - Financial Planning Association of Australia ~ Master of Business Administration - University of Western Australia ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Dominic Widlake1988Accredited Derivatives Adviser Level 1 - Chartered Insurance Institute G70 ~ Advanced Diploma of Financial Planning - Australian & New Zealand Institute of Insurance & Finance ~ Fellow Chartered Financial Practitioner - Association of Financial Advisers ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Elizabeth Bentick2014Accredited Listed Product Adviser - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Margin Lending - Kaplan ~ Self Managed Superannuation Fund - Kaplan
 Ellen Leary2014Accredited listed Product Adviser Program - Kaplan Professional Education ~ Advanced Diploma in Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Master of Financial Planning - Griffith University ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Ferdy Androu Utan2006Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Gary Ziebarth1999Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Markets - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Business Administration - Deakin University ~ Masters of Financial Planning - University of Sunshine Coast
 Gaye Elwell2008Bachelor of Business (Accounting and Information System Management) - Edith Cowan University ~ CPA Program - CPA Australia ~ Certified Public Accountant - Deakin University ~ Master of Business Administration - Deakin University ~ Masters of Financial Planning - Curtin University
 Gennaro Zerella2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Economics - University of Adelaide ~ Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Certificate Business Administration - University of South Australia ~ SMSF Specialist Advisor - SMSF Association
 Giuseppe Papalia2007Bachelor of Accounting - University of South Australia ~ Graduate Diploma of Financial Planning - Kaplan Professional Education
 Glenn Calder2003Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Advanced Diploma of Financial Services - Deakin University ~ Bachelor of Business (Banking and Finance) - Monash University ~ Bachelor of Education - Melbourne University ~ Certified Financial Planner - Financial Planning Association ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Business Administration - Deakin University
 Glenn Enriquez2012Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Hamish Richard Mcdouall2006Bachelor of Commerce (Accounting and Finance) - University of Sydney ~ Certified Financial Planner - Financial Planning Association ~ Graduate Diploma in Financial Planning - FINSIA ~ Graduate Diploma of Applied Finance and Investment - FINSIA ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Hao Min2006Bachelor of Economics - University of Adelaide ~ Certificate in Financial Planning Skills and Compliance - FINSIA ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Commerce (Applied Finance) - University of Adelaide ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Harry John Rumble2017Accredited Derivatives Adviser - ADA 1 - Stockbrokers Association of Australia ~ Bachelor of Commerce - University of Sydney ~ Core 1 Securities & Managed Investments Accreditation Program - Stockbrokers Association of Australia
 Hemant Tidke2012Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association ~ Margin Lending - Financial Education Professionals ~ SMSF Specialist Advisor Program (SSA) - SMSF Association ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Henry Wright2014Accedited Derivatives Adviser Level 2 - Kaplan Professional Education ~ Accredited Derivatives Adviser - Level 2 - Kaplan ~ Accredited Derivatives Adviser Level 1 - Kaplan Professional Education ~ Accredited Listed Product Adviser - Kaplan Professional Education ~ Bachelor of Science - University of Melbourne ~ Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Hugh Goodfellow2018Accredited Derivatives Adviser Level 1 - Kaplan ~ Bachelor of Business (Marketing) - RMIT University ~ Diploma of Financial Planning - Kaplan ~ Margin Lending - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Jacques Malan2015Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - North-West University, South Africa ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Kaplan ~ SuperConcepts & ICFS Specialist SMSF Course - The University of Adelaide
 James David Williams2008Bachelor of Economics - University of Western Australia ~ Bachelor of Economics - University of Western Australia ~ Certified Financial Planner - Deakin University ~ Certified Financial Planner - Deakin University ~ Graduate Diploma of Financial Planning - FINSIA ~ Graduate Diploma of Financial Planning - FINSIA ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Post Graduate Diploma Business (Economics and Finance) - Curtin University ~ Post Graduate Diploma Business (Economics and Finance) - Curtin University
 James Dimos1997ASX Accredited Listed Product Adviser - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Master of Business (Accounting and Finance) - Victoria University ~ Self Managed Superannuation Funds - Kaplan Professional Education
 James Henry Walker2000Accredited Derivatives Adviser Level 1 - Kaplan Professional Education ~ Accredited Derivatives Adviser Level 1 - Kaplan Professional Education ~ Advanced Diploma in Accounting - TAFE ~ Bachelor of Business (Accounting) - Southern Cross University ~ Bachelor of Business (Accounting) - Southern Cross University ~ Diploma of Financial Planning - Deakin University ~ Equivalent to Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Education
 James Rodney Clark2003Graduate Diploma of Applied Finance - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - FINSIA ~ Margin Lending - Kaplan Professional Education ~ Self Managed Superannuation - Kaplan Professional Education
 Jason Gan2018Accredited Derivatives Adviser Level 1 - Kaplan Professional ~ Bachelor of Business - Deakin University ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Securities Institute ~ Self Managed Superannuation Fund - Kaplan Professional
 Jason King1996Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Jeanette Belton2005Advanced Diploma Of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Jeff Swan1963Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Fund (SMSF 1:Core Principles) - Tribeca Learning
 Jeffrey Hanna2003ASX Accredited Derivatives Adviser Level 1 - Kaplan ~ Accredited Derivatives Adviser Level 1 - Kaplan Professional ~ Bachelor of Commerce - Deakin University ~ Bachelor of Commerce - Deakin University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Certified Financial Planner - Financial Planning Association of Australia ~ Certified Public Accountant - CPA ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan
 Jennifer Pank Turner2018Bachelor of Law - The University of Adelaide ~ Bachelor or Commerce - The University of Adelaide ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance - Macquarie University
 Jennifer Warwick2004Accredited Derivatives Adviser Level 1 - Kaplan ~ Accredited Derivatives Adviser Level 1 - Kaplan Professional Education ~ CFP - FPA ~ DFP - FPA ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ SMSF - Tribeca ~ Self Managed Superannuation Funds - Tribeca Learning
 Jessica Michelle Robinson2015Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services - Kaplan Professional Education
 John Felton2000Advanced Diploma of Financial Planning - RG146 Training Australia ~ Diploma of Financial Planning - AMP Financial Services ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 John Tsiokaras2005Accredited Derivatives Adviser Level 1 - Kaplan Professional Education ~ Bachelor of Commerce - University of Wollongong ~ Certified Financial Planner - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Julie Bernstein2010Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master Of Commerce - University Of Western Sydney ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Karen Wilkes2001Bachelor of Commerce - Murdoch University ~ Certified Financial Planner - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ SMSF Specialist Advisor Accreditation - SMSF Association
 Karmel Maree Walker2005Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Economics - James Cook University ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Kathy Anne Havers2001Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Masters of Entrepreneurship and Innovation - Swinburne University ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Kieran Hall2011Bachelor of Commerce (Financial Planning) - University of Wollongong ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Kimberly Mcgrath2013Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending - Financial Education Professionals ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Kristian Tribuiani2014Advanced Diploma of Financial Planning - Integrity Education ~ Diploma of Financial Planning - Integrity Education ~ Margin Lending - Integrity Education
 Lakshan Udara Weerasinghe2016Bachelor of Commerce (Financial Planning & Accounting) - Deakin University ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Securities and Managed investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Larry James Hopgood2001Bachelor of Commerce (Accounting) - University of Western Sydney ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending - Personal Advice - Kaplan Professional Education ~ SMSF Specialist Advisor - SMSF Professionals Association of Australia
 Lawrence Law2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Certified Financial Planner - Financial Association Of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Lijun Zhang2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Commerce (Advanced Marketing) - University of New South Wales
 Lindsay Martin2000Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Marco Nazzaro2012Accredited Derivatives Adviser Level 1 - Kaplan ~ Advanced Diploma Financial Services (Financial Planning) - Investment Banking Institute ~ Advanced Diploma of Financial Service (SMSF) - Investment Banking Institute ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan
 Mark Anthony Fitzgerald1997Bachelor of Commerce - University of Newcastle ~ Equivalent to Diploma of Financial Planning - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Marri Elliott2015Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma Of Financial Planning - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending - Financial Education Pofessionals ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Martin James Sherwood2009Accredited Aged Care Professional Program - Aged Care Steps ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education ~ Bachelor of Commerce - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan Education ~ Margin Lending - Kaplan
 Martin John Yourn1999Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Advising - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Matthew Jack Devereux2014Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute ~ Graduate Certificate in Financial Planning - Griffith University ~ Margin Lending - Kaplan Professional Education ~ Self Managed Superannuation Funds - Monarch Institute
 Melanie Tull2006Bachelor of Commerce - Deakin University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Fund - Financial Essentials
 Michael Charles Bayley2008Diploma of Financial Services - Mentor Education ~ Margin Lending and Geared Investments - Kaplan
 Michael Raymond Thompson2000Advanced Diploma of Financial Planning - Kaplan Professional Education
 Michael Saunders1997Bachelor of Economics - University of Western Australia ~ Certified Financial Planner - FPA ~ Self Managed Superannuation Funds - Kaplan
 Mitchell Burger2018Advanced Diploma in Financial Planning - Kaplan ~ Bachelor of Commerce (Economics and Finance) - Curtin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Fund - Kaplan ~ Tier 1 Margin Lending Personal Advice - Kaplan
 Naomi Louise Fisher2018Bachelor of Commerce - Griffith University ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Onur Ibrahim Kinali2002Bachelor of Science - University of Melbourne ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Paul Kurt Oesterheld1989Bachelor of Business - University of Technology Sydney ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Fund (SMSF 1: Core Principles) - Kaplan Education Pty Ltd (formerly Tribeca Learning (Australia) Pty Ltd)
 Philip William Sheridan1989Bachelor of Business - NSW Institute of Technology ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Pradan Yeluri2007Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Information Technology - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Premjit Uberoi2003Bachelor of Arts - Australian National University ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Graduate Diploma of Management Sciences - University of Canberra ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Raamy Ahmed Shahien2005ASX Derivatives Adviser Level 1 - Kaplan ~ Bachelor of Finance - La Trobe University ~ Bachelor of Laws - La Trobe University ~ Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Fund - Kaplan
 Raymond Nghia Tran2005Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce and Bachelor of Engineering - University of Melbourne ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - AMP Financial Services ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Richard Searle Loring2017Bachelor of Commerce - University of Tasmania ~ Diploma of Financial Planning - Monarch Institute
 Rodman LU2016Bachelor of Business (Accounting) - Monash University ~ Diploma of Financial Planning - Investment Banking Institute
 Roger John Perrett1999ASX Accrediated Derivatives Adviser Level One - Kaplan Professional Education ~ Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Business - Australian Catholic University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Ryan Scherini2012Bachelor of Commerce (Financial Planning) - Curtin University ~ Certificate IV Finance (Mortgage Broking) - Kaplan ~ SuperConcepts & ACFS Specialist SMSF Course - The University of Adelaide
 Ryan Wadsworth2015Bachelor of Business - Swinburne University of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor education
 Samantha Joy Kiely1999Accredited Derivatives Advisor Level 1 - Kaplan ~ Advanced Diploma of Financial Services - Kaplan ~ Diploma of Financial Services - PS146 ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan
 Selvakumaran Kathiresan2007Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Science - Madras university (India) ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Applied Finance - University Of Western Sydney ~ Master of Horticulture - University of Western Sydney
 Sharna Michelle Meinertz1999Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Bachelor of Business (Management) - Edith Cowan University ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Shaun Siew Ian AU2008Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce - University of Western Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Business Administration - University of Western Australia ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Sikander Khan2014Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Business Administration - Bahria University (Pakistan) ~ Master of Business Administration - Bahria University (Pakistan) ~ Masters of Financial Analysis - La Trobe University ~ Masters of Professional Accounting - La Trobe University
 Stephen John Manassah2011Bachelor of Commerce (Accounting) - Curtin University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma in Taxation - Curtin University ~ Graduate Diploma of Financial Planning - Kaplan Professional Education ~ Master of Applied Finance - Kaplan Professional Education
 Steven Guy1992Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Graduate Diploma In Financial Planning - Kaplan Professional Education ~ Margin Lending - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Steven Hill2003Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Stuart Lenton2008Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Todd Andrew Clifford2004ASX Accredited Listed Product Adviser - Kaplan Professional Education ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Margin Lending - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Vanessa Claire Maitland2006Certified Financial Planner - Financial Planning Association Of Australia ~ Diploma Of Financial Advising - Securities Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Commerce - Deakin University
 Vikram Chopra2006Bachelor of Economics - University of Adelaide ~ Bachelor of Finance - University of Adelaide ~ Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Securities Institute of Australia ~ Self Managed Superannuation Funds - Kaplan
 Vince Lucifero1999ASX Accredited Listed Product Adviser - Kaplan Professional Education ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Virginia Tamborini2007ASX Accredited Derivatives Adviser Level One - Kaplan Professional ~ Advanced Diploma of Financial Planning - Tribeca Learning ~ Graduate Diploma of Applied Finance - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Tribeca Learning
 Virginnia Hottes1994ASX Accredited Listed Products Adviser - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Vivian Rudra2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Applied Finance - Macquarie University ~ Diploma of Financial Planning - Kaplan Professional ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Yan Sun2013Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Management (Qualification) - Monash University ~ Certificate IV in Finance and Mortgage Broking - Integrity Education Group ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Zoe Rebecca Midwinter2014Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce - The Australian National University ~ Diploma of Financial Planning - Kaplan Professional Education ~ Graduate Diploma of Applied Finance and Investment - Securities Institute ~ Self Managed Superannuation Funds - Kaplan Professional Education