Innovative & passionate professionals.

Innovative & passionate professionals.

Our Story

We have been delivering specialist technical training and licensing compliance solutions to financial workplaces for over two decades.

Our founders strived to improve the quality of financial services education in Australia – a legacy you can trust continues steadfastly to this very day.

Engaged in genuine partnerships with our clients, we actively listen, formulate ideas and develop solutions with you.

What differentiates us is that we seek to contextualise our learning; it is practice-based and focuses on how individual proficiency boosts organisational capability.

Our learning provides the financial services industry with professionals who embody the highest standards of technical proficiency, principled leadership and foresight to plan for change.

We are Registered Training Organisation (RTO Code 90725) and an ASIC authorised assessor. Our wealth of in-house educational expertise and extensive financial services practitioner network assures that your learning will comply with regulatory requirements.

Find our scope of accredited Nationally Recognised Training at

Our Values

We are curious. We ask questions. We seek knowledge and know-how. We are curious about how we can do things better. We seek to understand the industry in which we operate. We are curious about our students, our clients and our competitors. We are curious about ourselves and our motivations. We seek understanding.

We act with integrity. We do what we say we are going to do. We act with respect when dealing with our students, our clients, our suppliers, our competitors and each other. We meet deadlines, internal and external, and are fair, open and transparent. We do things the right way, rather than the easy way. We do the right the thing.

We are agile. We understand that we work in an ever-changing industry and working environment. We respond to change with creativity, positivity, and purpose. We anticipate and respond as legislation, markets technology and operating environments evolve. We pivot and stay ahead of the game. We embrace change.

We operate with enterprise. We look for possibilities. We search for ways to enhance our products and services to our students, clients and future markets. We have plans, we take risks and we add value. We invest in ourselves and each other. We continuously evolve and innovate. We create opportunities.

We have the capability and leadership to deliver

Drawing on our connections to regulators, industry associations, PwC Skills for Australia, and practicing subject matter experts, we’re at the forefront of industry developments and emerging issues.

We go beyond just explaining the rules

Our team is committed and agile, and has the knowledge, and a can-do attitude to find what you need now and throughout your educational journey. Explore new opportunities and enhance your lifelong learning experience.

“Sometimes the most ordinary things could be made extraordinary, simply by doing them with the right people”.

– Nicholas Sparks

Our Team

Anne Wilkinson

Chief Operations Officer

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Head of Industry Capability & Content Strategy

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Head of Marketing

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Client Advisor

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