Accord Financial Solutions Pty ltd

AFS License Number
323379
Name
Accord Financial Solutions Pty ltd
ABN/ACN/ARBN
129355317
Licensee issued
May 7, 2008
Address
Eastwood, 5063, SA

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;
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 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;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Andrew Gaston2001Advance Diploma of Financial Services (Financial Planning) - Kaplan ~ Associate Diploma of Accounting - TAFE ~ Associate Diploma of Banking & Finance - TAFE ~ Diploma of Management - Deakin University ~ Self Managed Super Fund Course - Kaplan
 Curtis Murray Gaston2018Bachelor of Applied Finance - University of SA ~ Bachelor of Commerce Accounting - University of SA
 Darien Loyd Reimann2003ASX accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Business (Banking and Financee) - University of South Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan
 Kim Mary Verrall2018CPA Program Professional Level - CPA Australia ~ Diploma of Financial Planning - Monarch Institute ~ IBAC Bachelor of Arts in Accountancy - University of South Australia
 Matthew John Dawson2015Bachelor of Business - Flinders University SA ~ Bachelor of Commerce (Finance) - Flinders University SA ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
 Richard William Schneider2004Diploma of Financial Advising - Financial Services Institute of Australasia