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Advice Links Pty ltd

AFS License Number
517955
Name
Advice Links Pty ltd
ABN/ACN/ARBN
41632750906
Licensee issued
Nov. 12, 2019
Address
Manoora, 4870, 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;
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;
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;
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;
standard margin lending facility; and
superannuation;
to retail clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Connie Rose Bonanno2018Advanced Diploma of Financial Planning - Kaplan
 Damien Arboit2003ASX ALPA - Kaplan ~ Bachelor of Commerce - JCU ~ Certified Practising Accountant - CPA Australia ~ Margin Lending & Geared Investments - Kaplan
 Jaemarie Straatman2017Advanced Diploma of Financial Planning - Kaplan
 Peter Anthony Jordan1996Diploma of Financial Planning - RMIT / FPA ~ Master of Personal Financial Planning - USQ
 Ronald Andrew Walden2000Diploma of Financial Planning - Deakin / FPA ~ Margin Lending & Geared Investments - Kaplan ~ Master of Financial Planning - USC ~ Self Managed Superannuation Funds - Kaplan