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.

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.

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 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

Kate Whiteley

CEO

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Anne Wilkinson

Manager, Corporate Solutions

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Belinda Brown

Manager, Industry Capability & Content Strategy

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Kylie Ashton

Head of Marketing

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Devasha Ramgopaul

Manager, Rto Operations And Compliance

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