Accplan Pty ltd

AFS License Number
484860
Name
Accplan Pty ltd
ABN/ACN/ARBN
22144475589
Licensee issued
June 23, 2016
Address
Goulburn, 2580, NSW

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:
superannuation limited to:
self-managed superannuation fund;
a person s existing holding in a superannuation product but only to the extent required for:
making a recommendation that the person establish a self-managed superannuation fund; and
providing advice to the person on contributions or pensions under a superannuation product;
provide class of financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
general insurance products;
life products limited to:
life risk insurance products;
simple managed investment schemes;
securities; and
superannuation; and
deal in a financial product by:
arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund; and
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Julie Patricia Speer2018Diploma of Financial Planning - Kaplan
 Karen Lorraine Simpson2008Bachelor of Business (Accounting) - Macarthur Institute of Higher Education ~ Cert IV Training & Assessment - CIT ~ Master of Commerce (Accounting) - Wollongong University ~ RG146 - CPA/Deakin
 Timothy Allen2017Bachelor of Business (Accounting/Finance) - Charles Sturt University ~ Diploma of Financial Planning - KAPLAN ~ Graduate Diploma (ICAA) - Institute of Chartered Accountants Australia