Accru Wealth Management Pty ltd

AFS License Number
238520
Name
Accru Wealth Management Pty ltd
ABN/ACN/ARBN
43083409714
Licensee issued
Jan. 1, 2004
Address
Hawthorn East, 3123, VIC

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;
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;
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
 Craig James Smith2016Bachelor of Business - Finance - Swinburne ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Daniel Jospeh Arnephy2006Bachelor of Commerce (Accounting, Finance and Commercial Law) - Deakin University ~ Chartered Accountant Graduate Diploma - Institute of Chartered Accountants ~ Foundations of Financial Planning (Part B Financial Planning) - Kaplan Professional ~ Master of Taxation - University of New South Wales ~ Superannuation and SMSFs - Kaplan Professional
 Enza Venuto2018Bachelor of Commerce (Finance) - Swinburne University of Technology ~ Graduate Certificate in Financial Planning - Kaplan Professional
 James Elliot Grindrod2012Bachelor of Commerce -Finance and Economics - Victoria University (Wellington NZ) ~ Graduate Diploma of Financial Planning - Kaplan Professional
 James Peter Pastellas1988Bachelor of Commerce - University of Queensland ~ Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma in Advanced Accounting - Queensland University of Technology (QUT) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Masters of Business - Queensland University of Technology (QUT)
 Katherine Susannah Trenchard Rhodes2016Bachelor of Arts - Monash University ~ Bachelor of Commerce - Monash University ~ Gaduate Diploma of Financial Planning - Kaplan Professional
 Nick Petaroudas2006Bachelor of Commerce (Accounting and Finance) - Deakin University ~ CA SMSF Specialist course - University of NSW ~ Chartered Accountant Graduate Diploma - Institute of Chartered Accountants ~ Superannuation and SMSFs - Kaplan Professional
 Peter Addison1996Bachelor of Economics - Monash University ~ Certified Practicing Accountant - CPA Australia ~ Generic Knowledge Module - Securities Institute
 Peter John Brindley1996Accountants Self Managed Super Fund Package - Kaplan Professional ~ Bachelor of Business - Deakin University ~ Chartered Accountant Graduate Diploma - Institute of Chartered Accountants
 Richard James Addison2004Advanced Diploma of Business Marketing - RMIT ~ Advanced Diploma of Financial Services - Financial Planning Association of Austrlalia ~ Bachelor of Business - Swinburne University ~ Graduate Diploma of Applied Finance and Investment - FINSIA ~ Margin Lending and Geared Investments - Kaplan
 Simon Grant Hilton1996Accountants Self Managed Super Fund Package - Kaplan Professional ~ Bachelor of Business - Swinburne University ~ Chartered Accountant Graduate Diploma - Institute of Chartered Accountants
 Thomas Harris2006Bachelor of Commerce - University of Melbourne ~ Certified Financial Planner - FInaancial Planning Association of Australia ~ Graduate Certificate of Financial Planning - Kaplan Professional ~ Graduate Diploma of Applied Finance and Investment - FINSIA ~ Margin Lending and Geared Investments - Kaplan Professional
 Trenton Reece Wickins Goodey2018Bachelor of Commerce (Accounting and Finance) - Deakin ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional