AP Financial Services Group Limited

AFS License Number
280595
Name
AP Financial Services Group Limited
ABN/ACN/ARBN
53098286241
Licensee issued
Feb. 24, 2005
Address
Chatswood, 2067, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice to retail and wholesale clients 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; and
superannuation;
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product to retail and wholesale clients in respect of the following classes of financial products:
interests in managed investment schemes limited to:
own managed investment scheme only; and
securities; and
issuing, applying for, acquiring, varying or disposing of a financial product to wholesale clients in respect of the following classes of financial products:
derivatives;
applying for, acquiring, varying or disposing of a financial product to retail and wholesale clients 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; and
superannuation;
applying for, acquiring, varying or disposing of a financial product to wholesale clients on behalf of another person in respect of the following classes of products:
derivatives;
operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
AP Master Fund" scheme (ARSN: 602 593 439),
a scheme which only holds the following types of property:
direct real property; and
financial assets; and
AP Property Fund" scheme (ARSN: 602 593 831),
a scheme which only holds the following types of property:
direct real property; and
financial assets; and
provide the following custodial or depository services:
operate custodial or depository services other than investor directed portfolio services;

Location

Advisers

NameFirst provided adviceQualification and trainings
 Ben HO Pan AU2011Chartered Tax Adviser (CTA) - Tax Institute of Australia ~ Diploma in Financial Services (Financial Planning) Partial - CPA Australia ~ Hong Kong Institute of Certified Public Accountants - HKICPA ~ Personal Financial Planning & Superannuation - DEAKIN UNIVERSITY & CPA Australia ~ Registered Tax Agent - Tax Practitioners' Board
 Heino Ling1994Certificate IV In Property Services (Real Estate) CPP40307 - The NSW Real Estate Training College ~ FNS40811 - Kaplan ~ FNS50311 - Kaplan ~ FNS50804 - Kaplan ~ FNS60404 - Kaplan