Acorn Financial Group Pty ltd

AFS License Number
299171
Name
Acorn Financial Group Pty ltd
ABN/ACN/ARBN
89118110277
Licensee issued
May 31, 2006
Address
Melbourne, 3000, 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; 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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Constantinos Biletziclis1985Advanced Diploma of Financial Services (Financial Planning) - Deakin Financial Services
 Ellen Lynch2015Advanced Diploma of Financial Services - Kaplan
 Matthew James Witkowski2000Advanced Diploma in Financial Services (Financial Planning) - Deakin Financial Services ~ Bachelor of Commerce (Accounting & Finance) - Deakin University ~ Certified Practising Accountant (CPA) - CPA Australia ~ Diploma in Financial Advising (Equities) - Securities Institute of Australia ~ Master of Business Administration (MBA) - Deakin University
 Renee Karnezis2015Advanced Diploma in Financial Planning - Kaplan ~ Bachelor of Commerce / Bachelor of Economics - La Trobe University