Aaa Private Wealth Advisors Pty ltd

AFS License Number
304366
Name
Aaa Private Wealth Advisors Pty ltd
ABN/ACN/ARBN
19121081810
Licensee issued
Oct. 10, 2006
Address
Osborne Park, 6017, WA

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; 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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Geoffrey Alan Carslake2003Bachelor of Commerce - University of Western Australia ~ Postgraduate Diploma in Business - Curtin University
 Grant Joshua Carslake2016Bachelor of commerce - University of Western Australia
 Jonathan William Taylor2010Bachelor of Business - Edith Cowan University ~ Diploma Financial Services Financial Planning - Kaplan ~ Graduate Diploma Chartered Accounting - Institute of Chartered Accountants Australia
 Malcolm Glen Shreeve2001CA - Financial Planning Specialist - Institute of Chartered Accountants Australia ~ Diploma of Financial Services - National Insurance Brokers Association
 Philip Grant Shreeve2010Bachelor of Commerce - Curtin university ~ Chartered Accountant - Institute of Chartered Accountants Australia ~ RG146 - Kaplan (previously SIA)