Access FP Pty ltd

AFS License Number
523195
Name
Access FP Pty ltd
ABN/ACN/ARBN
85162298286
Licensee issued
Aug. 6, 2020
Address
Subiaco, 6008, 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

Name First provided advice Qualification and trainings
 Ray Teow Seong Ong 2007 Bachelor Commerce (Financial Planning) (GK FP LI GI MI SC SP SK) - Curtin University ~ Bachelor Commerce (Financial Planning) (GK FP LI GI MI SC SP SK) - Curtin University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Gap Assessment - Derivatives - MLC ThreeSixty ~ RG146 Gap Assessment - Derivatives - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty