Actuate Alliance Services Pty ltd

AFS License Number
240959
Name
Actuate Alliance Services Pty ltd
ABN/ACN/ARBN
40083233925
Licensee issued
Dec. 8, 2003
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;
standard margin lending facility;
superannuation; and
financial products limited to:
miscellaneous financial investment products limited to MDA services; 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;
superannuation; and
financial products limited to:
miscellaneous financial investment products limited to MDA services;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Eszter Cathcart2018Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Galen Trienen2003Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Tribeca ~ Master of Financial Planning - Sunshine Coast University ~ Self Managed Super Funds - Tribeca
 Glenda Marie Sweeney1999Certified Financial Planner (CFP) - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Margin Lending - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional
 Jennifer Alice Eskola1999Advanced Diploma of Financial Service (Financial Planning) - Kaplan Professional ~ Self managed Superannuation funds - Kaplan Professional
 Jessica Anne Colquhoun2010Advanced Diploma of Financial Planning - Mentor Education ~ Certificate IV in Financial Services - Heritage Bank ~ Certificate IV in Frontline Management - Heritage Bank ~ Diploma of Financial Planning - Mentor Education
 Joshua John Hampton2010Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - Griffith University ~ Diploma of Financial Services (Financial Planning) - Mentor Education / RG146 ~ Self Managed Superannuation Funds - Kaplan Professional
 Katie Gibbs2007Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Meredith Trew2002Bachelor of International Business - Griffith University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Of Financial Planning - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Kaplan Professional
 Ross Cameron Tully2008Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education
 Sloan Michael Wilkins1999Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Business Administration (Executive) - University of NSW and University of Sydney