Accru Financial Planning Pty ltd

AFS License Number
341864
Name
Accru Financial Planning Pty ltd
ABN/ACN/ARBN
16082887170
Licensee issued
Feb. 9, 2010
Address
Sydney, 2000, 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:
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
 Alice Gallagher2018Family SMSF Advisor RG146 Course - Terra Cordis
 Edward Brett Cox2017Bacehlor of Business - University of Southern Queensland ~ CA Program - Institute of Chartered Accountants ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Tax - University of Sydney ~ Securities and Managed Investments - Kaplan Professional
 Glenda Ann Nixon2017Bachelor of Business - University of New South Wales ~ CA Program - Institute of Chartered Accountants ~ Diploma of Financial Planning - Kaplan Professional ~ Masters of International Tax - University of New South Wales ~ Securities and Managed Investments - Kaplan Professional
 Greg Newbury2000Bachelor of Business - UTS ~ CA Program - Institute of Chartered Accountants ~ Certified Public Practitioner - Institute of Chartered Accountants ~ Securities and Managed Investments - Premium Wealth Management
 Jean Zhang2018Bachelor of Commerce - University of New South Wales ~ CA Program - Chartered Accountants Australia & New Zealand ~ Family SMSF Advisor RG146 Course - Terra Cordis
 Natalie Alicia Economides2016ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals ~ Graduate Diploma - The Institute of Chartered Accountants in Australia
 Rebecca Beitzel2018CA Program - Chartered Accountants Australia & New Zealand ~ Certified Public Practitioner - Chartered Accountants Australia & New Zealand ~ Family SMSF Advisor RG146 Course - Terra Cordis
 Sing Wai Chang2018Bachelor of Commerce - UNSW ~ CA Program - Chartered Accountants Australia & New Zealand ~ CPA Program - CPA Australia ~ Certified Public Practitioner - Chartered Accountants Australia & New Zealand ~ Family SMSF Advisor RG146 Course - Terra Cordis
 Steven Zabeti2018Bachelor of Economics - Macquarie University ~ CA Program - Chartered Accountants Australia & New Zealand ~ Family SMSF Advisor RG146 Course - Terra Cordis
 Thomas Heenan2018Bachelor of Commerce - University of Auckland ~ Family SMSF Advisor RG146 Course - Terra Cordis
 William Merdy2018Bachelor of Commerce - University of New South Wales ~ Family SMSF Advisor RG146 Course - Terra Cordis ~ Graduate Diploma of Chartered Accounting - Chartered Accountants Australia & New Zealand ~ Master of Taxation - University of New South Wales