Download this database for offline use

Aan Wealth Management Pty ltd

AFS License Number
517548
Name
Aan Wealth Management Pty ltd
ABN/ACN/ARBN
26634944399
Licensee issued
Sept. 30, 2019
Address
Brisbane, 4000, 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;
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
 Cameron Rowland James2018Bachelor of Commerce (Tax & Accounting) - Griffith University ~ DIPLOMA OF FINANCIAL PLANNING - IIT
 Christian Brian Stanger2007Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services - KAPLAN ~ Margin Lending - RG146 - Monarch
 Daniela Migliorini2018Diploma of Financial Planning - IIT
 Dinesh Damian Rajah2018Diploma of Financial Planning - Monarch Institute
 Dominic Charles O'regan2018Diploma of Financial Planning - iit
 Ian Potter2015Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute
 Ian Roland Littler2010Advanced Diploma of Financial Planning - IIT ~ Diploma of Financial Services (Financial Planning) - IIT ~ Principles of self-managed superannuation funds - IIT
 Isaac Jacob Mcqueen2017Competencies form part of Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - MONARCH
 John Greg Pearson2007Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Margin Lending and Geared Investments - Kaplan
 Kyle Michael Villanueva2018DIPLOMA OF FINANCIAL PLANNING - iit
 Larissa Paige Coert2018Bachelor of Business - GRIFFITH UNIVERSITY ~ Diploma Of Financial Planning - International Institute of Training
 Marcus Warren2018RG146 - Monarch Institute
 Michael Patrick Finn2008Diploma of Finance & Mortgage Broking Management - TAFE ~ Diploma of Financial Services (FP) - International Institute of Technology ~ Specialist Knowledge SMSF - International Institute of Technology
 Shannon Lawrence Freney2014Bachelor of Business (Management and Entrepreneurship/Marketing) - James Cook University ~ Diploma of Financial Planning - Kaplan Professional ~ Securities and Managed Investments - Kaplan Professional
 Stephen Baird2008Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan Professional Education
 Yankat Naidu2001Advanced Diploma - Financial Planning - Kaplan ~ Bachelor Degree - Commerce - Waikato Polytechnic ~ Diploma of Financial Planning(RG-146) - Kaplan