AP Licence Pty ltd

AFS License Number
499958
Name
AP Licence Pty ltd
ABN/ACN/ARBN
61612984193
Licensee issued
Sept. 13, 2017
Address
Geelong West, 3218, 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
 Cameron White2006Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Bachelor of Commerce - Deakin University ~ Cavendish & ICFS Specialist SMSF Course - Cavendish/University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd
 Jesse Purser2014Bachelor of Commerce - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Super Concepts & ICFS Specialist SMSF Course - University of Adelaide
 Nathan Boseley2008Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Samantha Patricia Butcher2001Bachelor of Commerce (Financial Planning) - Deakin University ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd