3P Wealth Pty. Ltd.

AFS License Number
487318
Name
3P Wealth Pty. Ltd.
ABN/ACN/ARBN
67611765532
Licensee issued
July 29, 2016
Address
Melbourne, 3004, VIC

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;
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;
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
 Christopher Joseph Borg2017Bachelor of Business (Accounting) - Victoria University ~ CPA Australia Program - CPA Australia ~ SMSF Personal Advice Solution - Pinnacle Financial Services Academy
 Peter Ziggy2000Bachelor of Business in Accounting - Victoria University ~ CPA - CPA Australia ~ Certified Financial Planner - Financial Planning Association
 Ralph Lester Louise2017Advanced Diploma Financial Planning - Monarsh Institute ~ Aged Care - Steps - Aged Care ~ Business Management - Charles Sturt University ~ Diploma Financial Planning (RG146) - Monarsh Institute
 Synthia Sekar2016Client Engagement Strategies - Kaplan Professional ~ DFP5v1 Tax for Financial Advising - Kaplan Professional ~ Diploma of Financial Planning - Holmsglen Institute ~ Estate Planning - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional