Advice Professionals Pty ltd

AFS License Number
413272
Name
Advice Professionals Pty ltd
ABN/ACN/ARBN
95153749154
Licensee issued
Dec. 21, 2011
Address
Westcourt, 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;
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
 Anthony John Ritchie2018Advising in SMSFs - CPA Australia ~ Bachelor of Business - University College of Central Queensland ~ Diploma of Financial Planning - CPA Australia ~ Superannuation - CPA Australia
 Elizabeth Lee White2016Bachelor of Commerce - JCU ~ CA SMSF Specialist Accreditation Course - UNSW ~ Diploma of Financial Planning - Kaplan Professional
 Jason Philip O'donnell2002CFP Certification - FPA ~ CFP Education Program - FPA ~ Diploma of Financial Planning - Deakin University
 Natasha-lee Ganley2016Bachelor of Commerce - JCU ~ CA SMSF Specialist - Institute of Chartered Accountants in Australia ~ SMSF Specialisation Program (RG146 Super) - UNSW
 Peter Joseph Devietti2018Bachelor of Commerce - JCU ~ Diploma of Financial Planning - CPA Australia ~ Superannuation and SMSFs Intensive - CPA Australia
 Simon Andrew Kerr2006Bachelor of Commerce (Financial Planning) - Deakin University