2020 Tax Pty Limited

AFS License Number
489048
Name
2020 Tax Pty Limited
ABN/ACN/ARBN
61613063924
Licensee issued
Feb. 17, 2017
Address
Allambie Heights, 2100, NSW

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:
superannuation limited to:
self-managed superannuation fund;
a person s existing holding in a superannuation product but only to the extent required for:
making a recommendation that the person establish a self-managed superannuation fund; and
providing advice to the person on contributions or pensions under a superannuation product; and
deal in a financial product by:
arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund; and
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
to retail clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Ivona Richter2017Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education ~ Tier 1 Generic Knowledge - Kaplan Professional ~ Tier 1 Superannuation - Personal Advice - Kaplan Professional