Addition Wealth Pty ltd

AFS License Number
507865
Name
Addition Wealth Pty ltd
ABN/ACN/ARBN
73622514621
Licensee issued
Feb. 18, 2019
Address
Mona Vale, 2103, 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;
derivatives;
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; 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;
derivatives;
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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Bradley Philip Cuss2010Bachelor of Business (Accounting) - Australian Catholic University ~ CPA - CPA Australia ~ Diploma of Financial Services (Financial Planning) - CPA Australia
 Brian Hrnjak1996Bachelor of Business - Kuring-gai College of Advanced Education ~ Certified Practising Accountant - CPA Australia ~ Financial Planning Specialist - CPA Australia
 Ian Bruce Rae1996Bachelor of Business - UTS
 Nicholas John Delaney2017Advanced taxation & Financial Risk Management - CPA Australia ~ Bachelor of Business - UTS Sydney ~ Diploma of Financial Planning - CPA Australia
 Sarah Denise Phillips2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Superannuation Management - ASFA
 Sedat Papagan2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan