Advice House Pty ltd

AFS License Number
539218
Name
Advice House Pty ltd
ABN/ACN/ARBN
46658086189
Licensee issued
July 12, 2022
Address
Caloundra, 4551, QLD

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; and
superannuation;
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; and
superannuation; and
provide a claims handling and settling service limited to:
the person assesses whether an insurer has a liability under an insurance product, or provides assistance in relation to such an assessment;
the person assists another person to make a claim under an insurance product; and
the person represents a person insured under an insurance product in pursuing a claim under the product;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Richard John Scully 2003 1991 - Bachelor of Business - - Queensland University of Technology (QUT) ~ 2003 - Diploma of Financial Services (Financial Planning) - - AMP Limited ~ 2005 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Tribeca ~ 2006 - Advanced Diploma of Financial Services (Financial Planning) - - AMP Limited