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Advice Loop Pty ltd

AFS License Number
519172
Name
Advice Loop Pty ltd
ABN/ACN/ARBN
93635562202
Licensee issued
Dec. 20, 2019
Address
Mornington, 3931, 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 and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Andrew Taranto2006ALPA - KAPLAN ~ Advanced Diploma of Financial Services - Holmesglen Institute ~ Diploma of Financial Services - Mentor Education ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Luke James Dean2011Bachelor of Business and Commerce - Monash University ~ Course in Self Managed Superannuation Funds - Kaplan ~ Diploma of Finance and Mortgage Broking Management - Uprade Module - Kaplan ~ Diploma of Financial Planning - Mentor Education