Adelaide Wealth Management (aust) Pty ltd

AFS License Number
513690
Name
Adelaide Wealth Management (aust) Pty ltd
ABN/ACN/ARBN
11629147913
Licensee issued
April 9, 2019
Address
Adelaide, 5000, SA

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; 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;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Francesco Zappia2015Bachelor of Accounting - University of Adelaide ~ Diploma of Financial Planning - Kaplan
 James Inglis2007Bachelor of Business - University of South Australia ~ Bachelor of Commerce (Corporate Finance) - University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Graduate Certificate in Applied Finance - Kaplan Professional Education
 Rocco Zappia2005Bachelor of Economics - University of Adelaide ~ Bachelor of Economics - University of Adelaide ~ Diploma of Financial Planning - FPA ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Gearing - Kaplan ~ Self Managed Superannuation Funds - Kaplan