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Director - Licensed Advisor
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- Bachelor of Economics (Newcastle)
- Diploma of Financial Planning (Deakin University)
- Certified Financial PlannerTM CFPTM
- Responsible Officer
- Investment Management Committe
- Full Member MFAA
- FPA 'Ask an Expert' panel member 2010
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General Manager - Licensed Adviser
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- Bachelor of Business - Applied Finance (UWS)
- Executive Management Committee
- Licensed Adviser
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Licensed Advisor
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- Bachelor of Commerce (University of Wollongong )
- Diploma of Financial Services (Tribeca)
- Advanced Diploma of Financial Planning (Tribeca)
- Certified Financial Planner™ CFP™
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Licensed Advisor
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- Bachelor of Computing Science (Wollongong )
- Diploma of Financial Planning (Tribeca)
- Advanced Diploma of Financial Planning (Tribeca)
- Certified Financial Planner CFP™
- Executive Management Committee
- FPA 'Ask an Expert' panel member 2010
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Licensed Advisor
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- Bachelor of Information Systems (UNSW)
- Diploma of Financial Services
- Advanced Diploma of Financial Planning
- Certified Financial Planner CFP™ (Current)
- FPA 'Ask an Expert' panel member 2010
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Licensed Advisor
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- Diploma Of Financial Services
- Advanced Diploma of Financial Planning (Current)
- Diploma Of Business (UTS)
- Certificate III in Financial Markets (Securities Institute)
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Partner - Financial Controller and Manager of Announcer Tax - ATMA
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- Bachelor Commerce & Business - Accounting (Current - UWS)
- Advanced Diploma in Accounting (TAFE)
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Announcer Tax- Accounting Partner
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- CPA (Public Practice Certificate)
- MBA (Macquarie University)
- Bachelor of Economics (Macquarie University)
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Announcer Law
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- Admitted as a solicitor in 1973 with continuous experience as a sole practioner, partner in incorporated legal practices.
- Terry Oates is trading as Announcer Law and is a member of the Law Society of N.S.W.
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Mortgage Consultant
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- BA Honours Degree – Hospitality Management
- Graduate Diploma of Applied Finance (Kaplan)
- Diploma of Financial Planning (Kaplan)
- Mortgage IV Certificate
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Licensed Advisor
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- The Entrepreneurial Leader (Mt Eliza Business School)
- Risk management for Managers and Supervisors
- Diploma of Financial Services
- Advanced Diploma of Financial Services (Current)
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Licensed Advisor
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- Diploma of Financial Services (Financial Planning - Kaplan)
- Advanced Diploma of Financial Services (Financial Planning - Kaplan - Current)
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Accountant
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- Bachelor Commerce & Business - Accounting (Current - UWS)
- Advanced Diploma in Accounting (TAFE)
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Consultant
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- Bachelor of Economics (Sydney University)
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Consultant
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- Bachelor of Business (Financial Planning - Current)
- Advanced Diploma in Real Estate
- Licensed real-estate agent
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Accounting Assistant
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- Bachelor of Computer Science (UNSW)
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Accountant
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- Bachelor of Economics (Sydney University)
- Chartered Accountant (CA) - Current
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Junior Accountant
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- Bachelor Business - Accounting (Current - UWS)
- Diploma in Accounting (TAFE)
- Cert III Financial Services (TAFE)
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Consultant
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- Bachelor of Financial Management
- Diploma of Accounting
- Diploma of Financial Services
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Consultant
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Design & Marketing
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- Bachelor of Industrial and Graphic Design (Newcastle)
- Graduate Certificate of Marketing and Public Relations (APM)
- Graduate Certificate of Graphic Design (Shillington)
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IT & Marketing
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- Advanced Diploma in PC and Networking
- Microsoft Certified
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Office Manager
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- Diploma of Financial Services (Financial Planning - Kaplan - Current)
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Office Manager
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- Certifcate III of Childcare (TAFE)
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