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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
 Andrew Jonathan Smith2018Diploma of Financial Planning - Kaplan Australia
 Ashish Aryal2017Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce (Accounting) - Deakin University ~ Diploma of Financial Planning FNS50611 - Investment Banking Institute ~ Ethics for Financial Services - Deakin University
 Brent Donald Howells2013Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Bachelor of Commerce - University of Tasmania ~ Chartered Accountant (CA) - CAANZ ~ Diploma Financial Services (Financial Planning) FNS50611 - MLC ThreeSixty ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Chris Jon Odgers2018Diploma of Financial Planning - Financial Planning Association of Australia
 Daniel Huynh Nguyen2017Advanced Diploma of Financial Planning - Monarch Institute
 Dean Edward Tagliaferro2013Bachelor Business - Swinburne University Of Technology ~ DFP 3 - Investment Planning 1 (FNS50610) - GWM Adviser Services ~ Diploma of Financial Planning (FNS50611) - Tribeca/Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Dion Spencer2016Bachelor of Intrernational Business - Macquarie University ~ Diploma Financial Planning FNS50615 - Kaplan Australia ~ Securities & Managed Investments - Kaplan Australia
 James O'brien2017Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Kim Chi Nguyen2010Bachelor Degree - Business - La Trobe University ~ Bachelor of Financial Planning - La Trobe University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - International Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 MY Yen DU2018Diploma of Financial Planning - International Institute of Technology
 Marcus Stuart Thompson2018Diploma of Financial Services - Association of Super Funds of Australia (ASFA)
 Matthew Husband2011Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Bachelor of Commerce - University of Tasmania ~ Diploma of Financial Planning FNS50804 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
 Neha Chaturvedi2017Diploma Financial Planning FNS50615 - Kaplan Australia
 Stephanie Roper2018Diploma Financial Planning FNS50615 - Integrity Education Group
 Thomas James Snell2016Bachelor Business (Accounting Business Finance) - Monash University ~ Diploma Financial Planning FNS50615 - Mentor Education Group
 Veran Patel2018Bachelor Business (Accounting Finance) - Auckland University TechNology ~ Diploma Financial Planning FNS50615 - Kaplan Australia