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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

Name First provided advice Qualification and trainings
 Adele Baaini 2011 Bachelor of Business (major in FP) - University of Technology Sydney ~ Diploma in Financial Services - Pinnacle Financial Services Academy
 Alexandra Mary Jeffery 2018 FNS50615 DIPLOMA OF FINANCIAL PLANNING - IIT
 Anthony Carl Carboon 2014 Diploma of Financial Planning - Financial Planning Association of Australia
 Ashley Karl James Brown 2018 Advanced Diploma of Financial Planning - Monarch Institute ~ Competencies for part of Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute
 Christian Brian Stanger 2007 Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services - KAPLAN ~ Financial Adviser Exam - FASEA ~ Margin Lending - RG146 - Monarch
 Christopher Whaler 0 Advanced Diploma in Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Economics & Finance) - Deakin University ~ Diploma in Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Applied Finance & Investment - Kaplan Professional
 Daniel Adams 0 Bachelor of Commerce (Accounting and Financial Planning) - Griffith University
 Diane Frances Birtles-crute 2012 Ethics and Professionalism in Financial Advice - Kaplan Professional ~ RG146 in Financial Planning, Insurance, Superannuation - Intellitrain ~ Securities and Managed Investments - Kaplan
 Dinesh Damian Rajah 2018 Diploma of Financial Planning - Monarch Institute
 Diogo Lacerda Rodrigues 2018 Bachelors of Commerce - Griffith University ~ Diploma Financial Planning - Monarch
 Glenn Hedger 0 Bachelor of Commerce - Griffith University ~ Diploma of Financial Planning - Monarch Institute
 Harley Matthew Turner 2016 Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - Monarch Institute ~ FASEA Exam - ASIC
 Hollie Ann Jones 2022 BA Honors Accounting and Finance - Glyndwr University (UK) ~ Diploma Financial Planning - Mentor ~ Graduate Diploma Financial Planning - Kaplan
 Ian Potter 2015 Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute ~ Financial Adviser Exam - FASEA ~ Graduate Diploma Financial Planning - Kaplan
 Isabel Dallas 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Finance) - University of Western Australia ~ Diploma of Accounting - TAFE Tasmania ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Jason Wong 2015 Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business (Information Management) - RMIT ~ FAESA Exam - ASIC ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Jay Fleming 2014 Bachelor of Commerce (Financial Planning) - Griffith University
 Jiffry Riyaz 2011 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 John Greg Pearson 2007 Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Financial Adviser Exam - FASEA ~ Margin Lending and Geared Investments - Kaplan
 Karunesh Arora 2018 Advanced Diploma of Financial Planning FNS60415 - Monarch Institute ~ Diploma of Financial Planning FNS50615 - Monarch Institute ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Professional Accounting - Kaplan Business School
 Kerry Maree Gladman 2018 DIPLOMA OF FINANCIAL PLANNING - IIT
 Larissa Paige Coert 2018 Bachelor of Business - GRIFFITH UNIVERSITY ~ Diploma Of Financial Planning - International Institute of Training
 Marlon Fresher 0 Bachelor of Commerce (Finance and Management) - Curtin University ~ Diploma of Financial Planning - Monarch Institute ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Mathew James Walters 2015 ADFP - International Institute Of Technology ~ Diploma in Financial Planning - International Institute of Technology ~ Master of Commerce - Deakin University
 Neil Kenneth Vincent Rowley 2000 Bachelor of Business (Management) - Queensland University of Technology (QUT) ~ Graduate Diploma in Financial Planning - Securities Institute ~ Margin Lending and Geared Investments - Kaplan
 Niyoosha Reinehr 2016 Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce/Finance - Swinburne University ~ Diploma of Financial Planning - International Institute of Technology ~ FASEA Exam - ASIC
 Renato Varrasso 2023 Bachelor of Business - Latrobe ~ Bachelor of Business - Latrobe ~ Masters of Financial Planning - Deakin ~ Masters of Financial Planning - Deakin
 Sade Diandra Wallace 2018 DIPLOMA OF FINANCIAL PLANNING - IIT
 Sean Joseph Taylor 2022 Bachelor of Psychology - Griffith University ~ Graduate Diploma Financial Planning - Kaplan
 Shannon Lawrence Freney 2014 Bachelor of Business (Management and Entrepreneurship/Marketing) - James Cook University ~ Diploma of Financial Planning - Kaplan Professional ~ Financial Adviser Exam - FASEA ~ Responsible Manager Fundamentals - Education Professionals ~ Securities and Managed Investments - Kaplan Professional
 Shreya Singh 2017 Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor Of Commerce - University of New England ~ Diploma of Financial PLanning - Pinnacle Financial Services Academy ~ Master of Human Resource Management and Industrial Relations - The University of Sydney
 Stephen Baird 2008 Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan Professional Education ~ FASEA Exam - FASEA
 Steven Kale Cove 2016 Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Planning - Monarch Institute ~ Economic & Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Monarch Institute
 Stuart Peter Reeves 2000 Bachelor of Business (Accounting) - Monash University ~ Bachelor of Business (Banking & Finance) - Monash University ~ Diploma of Financial Planning - Financial Planning Association (FPA)
 Tomislav Jure Vukovic 2018 Diploma of Financial Planning - Monarch Institute
 Yadvinder Singh 2018 Bachelor of Commerce - Griffith University ~ DFP: Securities and Managed Investments - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Yankat Naidu 2001 Advanced Diploma - Financial Planning - Kaplan ~ Bachelor Degree - Commerce - Waikato Polytechnic ~ Diploma of Financial Planning(RG-146) - Kaplan