Financial planning training.
For the real world.

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4.6 out of 5 based on 1210 reviews

Financial Servcices Courses – Melbourne (VIC)

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Financial planning courses

We lead the sector in financial planning training. These courses have been developed in conjunction with peak industry associations and leading academics. And they’re delivered by leading industry thought leaders who work within the industry, week in, week out. In other words, you get real-world financial planning training. What’s more, they’re also uniquely designed to give you maximum accreditation, particularly with regard to RG146 accreditation. Learning aside, you’ll also enjoy unrivalled support and absolute flexibility at every stage of your learning journey with us.

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    Get the
    skills that
    employers
    really want.
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    Absolute
    flexibility.
    Your way,
    your terms.
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    Unrivalled
    support.
    Delivered
    with care.

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Industry insights

Meet your trainers

You'll be guided and supported by experts and thought leaders
Ben Dascal
Trainer
"Whether you think you can or you think you can’t, you’re right."
– Henry Ford

I am a qualified financial planner holding a tertiary qualification in financial planning, as well as being a Certified Financial Planner (CFP®). I’ve worked as a financial planner for an Australian bank for over two years. Before that, I worked for over seven years as an associate adviser for another financial planning company.

What makes me jump out of bed each morning?

I enjoy catching up with friends, going for walks with my wife and following the North Melbourne Football Club.

Adrian Shaw
Adrian Shaw
"To handle yourself, use your head; to handle others, use your heart"
– Eleanor Roosevelt

Drawing on nearly 20 years’ experience in the financial services sector, I lecture in Investments and Financial Services at the University of New England (UNE) and work with businesses to enhance the way they get things done. As subject coordinator for UNE, I recently developed the first Financial Services Simulator in Australia, and post-graduate subject offering students practical, real-world experience.

I’ve also worked with law firms, financial service providers, accountants and bookkeepers helping them streamline business operations and improve client experience.

What makes me jump out of bed each morning?

My dog and the desire to help my Monarch students!

Josh Wilson
Trainer
"Limitations live only in our minds. But if we use our imaginations, our possibilities become limitless."
– Jamie Paolinetti

I am a qualified financial planner with tertiary and vocational qualifications in financial planning and law. I’ve had 17 years of experience in the financial planning and wealth management industry. I have worked as a financial planner for a large Australian bank and boutique wealth management firm for over 10 years, and prior to that, as a fund accountant for a London-based asset manager.

What makes me jump out of bed each morning?

I am usually woken up by my three children first! I get excited to see my heirloom tomatoes growing strongly in spring. I love cooking at home on the weekend, hanging out in the park with my wife and children, and I’m a mad (suffering) Carlton supporter.

Any questions? Ask away!