Abc Financial Planning Pty ltd

AFS License Number
226470
Name
Abc Financial Planning Pty ltd
ABN/ACN/ARBN
32097647062
Licensee issued
March 11, 2003
Address
Albion, 4010, 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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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
 Adam Jonathan Hansen2003Adv Dip of Financial Planning - Tribeca ~ Dip of Financial Planning - Tribeca ~ Self Managed Super Funds - Tribeca
 Christopher Paul Arnold1993Adv Dip of Fin Planning - Tribeca ~ Dip of Fin Planning - Tribeca ~ Self Managed Super Funds - Tribeca
 Matthew James Hansen1990Adv Dip of Financial Planning - Tribeca ~ Assoc Dip Insurance Studies - Insurance Institute ~ Bachelor of Commerce - Griffith University ~ Dip of Financial Planning - Tribeca ~ Self Managed Super Funds - Tribeca