3csg Pty ltd

AFS License Number
472666
Name
3csg Pty ltd
ABN/ACN/ARBN
79603719099
Licensee issued
March 26, 2015
Address
Bowen Hills, 4006, QLD

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;
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
 Adrian Winter Ashton2015Batchelor of Business - UTS ~ Masters of Financial Planning - KAPLAN
 Andrew John Davies2018Bachelor of Science (Economics) - University of Wales Institute of Science and Technology ~ Masters of Banking and Finance - UTS
 Christopher Shiels2006Advanced Diploma - Financial Planning - Tribeca ~ Bachelor Degree - Business - Queensland University of Technology ~ Certificate - Certificate IV in Financial Services - Plan Lending ~ Diploma - Financial Planning - Tribeca
 Evangelos Grespos2012Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Certificate of Financial Planning - Kaplan Professional
 Kellie Jane Treweek2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan
 Kyle Shannon Potter2000Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional (formerly Tribeca) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional (formerly Tribeca)
 Stewart Douglas Blackshaw1998Diploma of Financial Planning - Financial Planning Association ~ Fellow Chartered Financial Practitioner - Association of Financial Advisers