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Advice Assist Australia Pty ltd

AFS License Number
496692
Name
Advice Assist Australia Pty ltd
ABN/ACN/ARBN
50616870092
Licensee issued
Oct. 23, 2019
Address
South Melbourne, 3205, 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;
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:
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;
deposit products other than basic deposit products;
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 clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Bradley Alan Hunt2004Bachelor Commerce/Arts - University of Melbourne ~ Certificate IV in Finance and Mortgage Broking - KAPLAN ~ Certified Financial Planner (CFP) - Financial Planning Association ~ Chartered Accountant - ICAA ~ Graduate Diploma Financial Planning - FINSIA
 Ioannis Hondros2012Advanced Diploma of Financial Planning - Investment Banking Institute ~ Certificate IV Finance & Mortgage Broking - Kaplan Professional ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Planning - Investment Banking Institute ~ SMSF Personal Advice Solution - Pinnacle Financial Services Academy