Aaa Accountants Pty ltd

AFS License Number
486834
Name
Aaa Accountants Pty ltd
ABN/ACN/ARBN
68159186142
Licensee issued
Sept. 5, 2016
Address
Wantirna South, 3152, 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:
superannuation limited to:
self-managed superannuation fund;
a person s existing holding in a superannuation product but only to the extent required for:
making a recommendation that the person establish a self-managed superannuation fund; and
providing advice to the person on contributions or pensions under a superannuation product;
provide class of financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products; and
superannuation; and
deal in a financial product by:
arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund; and
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Bill Mai2016Enterprise management Development - University of Stirling, UK ~ HKSI Practising Certificate (Securities) - Hong Kong Securities Institute ~ Master of Business Studies in Banking - Masey University, New Zealand ~ Professional Practice Certificate - Institute of Public Accountants ~ RG146 Certificate - Pinnacle Financial Services Academy Pty Ltd