Acctpro Financial Services Pty ltd

AFS License Number
423636
Name
Acctpro Financial Services Pty ltd
ABN/ACN/ARBN
109106443
Licensee issued
July 31, 2012
Address
Bondi Junction, 2022, 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;
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;
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of 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;
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Adrian Dalzotto2016Bachelor of Financial Advising - University of Western Sydney
 Mark Raymond2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - CCH Learning Pty Ltd ~ Master of Business Administration (MBA) - Witwatersrand University (South Africa)
 Peter Sheldon1990Bachelor of Commerce (Accounting, Finance and Systems) - University of New South Wales
 Yoav Mark Lewis2009Bachelor of Commerce - University of New South Wales ~ Certificate IV in Financial Services, Accredited Finance Broker - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan