360private Wealth BY Design Pty Limited

AFS License Number
458669
Name
360private Wealth BY Design Pty Limited
ABN/ACN/ARBN
44169464135
Licensee issued
July 14, 2014
Address
Parkside, 5063, SA

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:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
foreign exchange contracts;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Adam Malzard2017Diploma of Financial Planning - Kaplan
 Andrew David Marsh2014Bachelor of Commerce - University of South Australia ~ Certificate of Public Practice - Institute of Chartered Accountant (Australia & New Zealand) ~ Chartered Tax Advisor - Tax Institute of Australia ~ Graduate Diploma in Financial Planning - Kaplan Professional ~ Graduate Diploma of Chartered Accountancy - Institute of Chartered Accountant (Australia & New Zealand)
 Dale Kirk2016Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - Corporate Finance - The University of Adelaide ~ Diploma of Accounting - Tafe SA ~ Diploma of Financial Planning - Monarch Institute
 Daniela Katrina Gibbon2015Advanced Diploma of Financial Services (Financial Planning) - FINSIA ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Master of Applied Finance - KAPLAN
 Daniela Rech2017Diploma of Financial Planning - Kaplan
 David Kingsford Horne2000Advanced Diploma in Financial Services (ADFS) - TRIBECA ~ Bachelor of Business - University of South Australia
 David Temme2005Bachelor of Economics - The Flinders University of South Australia ~ Graduate Diploma in Applied Finance and Investments - Securities Institute
 Greg Christopher Rundle2000Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Certificate of Public Practice - Institute of Chartered Accountant (Australia & New Zealand) ~ Certified Financial Planner (CFP) - Financial Planning Association ~ Graduate Diploma of Applied Finance & Investment - Securities Institute ~ Margin Lending and Geared Investment - Kaplan Professional
 Kylie Gray2018Advanced Diploma of Financial Services - Kaplan
 Megan Louise Henderson2009Certificate in Financial Planning - FinSia ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Economics Degree - University of Adelaide
 Michael RE2010Graduate Diploma of Financial Planning - Financial Services Institute of Australasia ~ Undergraduate in Bachelor of Commerce - The Flinders University of South Australia
 Michelle Nicole Secomb2007Bachelor of Commerce - The University of South Australia ~ CPA - CPA Australia ~ Certificate IV in Mortgage Broking - Kaplan Professional ~ Graduate Diploma in Financial Planning - Financial Services Institute of Australasia
 Rory Dominic Mooney1985Advanced Diploma in Financial Services (ADFS) - Deakin University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ SMSF Specialist Advisor - SMSF Strategies