360private Pty Limited

AFS License Number
458669
Name
360private 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

Name First provided advice Qualification and trainings
 Andrew David Marsh 2014 Bachelor 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 Kirk 2016 Advanced 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 ~ Ethics & Professionalism in Financial Advice - Kaplan
 Daniela Katrina Gibbon 2015 Advanced Diploma of Financial Services (Financial Planning) - FINSIA ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Master of Applied Finance - KAPLAN
 David Temme 2005 Bachelor of Economics - The Flinders University of South Australia ~ Ethics & professionalism in Financial Advice - Kaplan ~ Graduate Diploma in Applied Finance and Investments - Securities Institute
 Greg Christopher Rundle 2000 Certificate 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 ~ Financial Adviser Exam - FASEA ~ Graduate Diploma of Applied Finance & Investment - Securities Institute
 Ian Maloney 2010 Bachelor Economics - University of Adelaide ~ Diploma Financial Planning - Kaplan
 Marjana Palfy 0 Graduate Diploma of Financial Planning - Kaplan Professional
 Megan Louise Henderson 2009 Certificate in Financial Planning - FinSia ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Economics Degree - University of Adelaide ~ Ethics & Professionalism in Financial Advice - Kaplan Professional
 Michelle Nicole Secomb 2007 Bachelor of Commerce - The University of South Australia ~ CPA - CPA Australia ~ Certificate IV in Mortgage Broking - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Financial Services Institute of Australasia
 Stephanie Brackman 2000 Advanced Diploma in Financial Planning (ADFS) - ThreeSixty ~ Certificate IV in Financial Service - ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association ~ Diploma in Financial Planning - ThreeSixty
 William Patrick Starkey 2023 Graduate Diploma of Financial Planning - Kaplan Professional