Accession3 Financial Advisers Pty ltd

AFS License Number
331990
Name
Accession3 Financial Advisers Pty ltd
ABN/ACN/ARBN
132651622
Licensee issued
Feb. 11, 2009
Address
Toowoomba, 4350, 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;
derivatives;
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;
standard margin lending facility; 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;
derivatives;
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;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Amanda Gae Kenafake2016Bachelor of Commerce - University of Southern Queensland (USQ) ~ Diploma of Financial Planning - Integrity Education Group
 Bradley Marcus Hancock2016Bachelor of Commerce (Accounting) - University of Southern Queensland (USQ) ~ Diploma of Financial Planning - Integrity Education Group
 Daniel Spencer2010Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Tier 1 Margin Lending - Knowledge and SKills - Kaplan Professional Education
 Gilda Brisotto2016Bachelor of Business - University of Southern Queensland (USQ) ~ Diploma of Financial Planning - Integrity Education Group
 Kymberlee Ann Naumann2003Bachelor of Business (Honours) - University of Southern Queensland ~ Diploma of Financial Planning - Integirty Education Group ~ Graduate Diploma in Financial Planning - Securities Institute of Australia
 Myfanwy Rigby2005Bachelor of Business - Griffith University ~ Diploma of Financial Services (Financial Planning) - Finsia
 Nicholas Matthew James Rundle2008ASX Accredited Derivatives Adviser Level Two - Kaplan ~ Bachelor of Commerce - The University of Adelaide ~ Graduate Diploma of Financial Planning - FINSIA
 Peter Darcy Rowe2016Bachelor of Commerce (Accounting) - University of Southern Queensland ~ Diploma of Financial Planning - Integrity Education Group
 Peter Ross Crothers2009Bachelor of Business - University College of Southern Queensland ~ Diploma of Financial Services - Finsia
 Stanley Roswell Moffatt2001Bachelor of Commerce - Griffith University ~ Graduate Diploma of Applied Finance and Investment - Securities Institute ~ Postgraduate Diploma in Advanced Accounting - The University of Queensland ~ SMSF Specialisation Course - UNSW Australia