Adviceiq Partners Pty ltd

AFS License Number
332957
Name
Adviceiq Partners Pty ltd
ABN/ACN/ARBN
95134016210
Licensee issued
Feb. 13, 2009
Address
Brisbane, 4000, 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
 Adam Edward Trajer2007Bachelor of Economics - University of Queensland ~ Certificate - Margin Lending & Geared Investments - Kaplan ~ Certificate - Self Managed Superannuation Funds - Tribeca ~ Diploma of Financial Planning - Deakin University ~ Master of Science (Environmental Management) - Griffith University
 Andrew Douglas Bennett1992Bachelor of Business - USQ ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Life Insurance - Australian Insurance Institute ~ Graduate Diploma of Applied Finance & Investment - Finsia
 Andrew Francis Harding2004Bachelor of Commerce - University of NSW ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Grad Diploma of Financial Planning - SIA ~ Masters of Business - UTS
 Angus Mcleod2010Bachelor of Business (Accounting) - Darling Downs College of Advanced Education ~ Chartered Accountant - Institute of Chartered Accountants ~ Diploma of Financial Planning - RMIT University ~ Fellow AICD - Institute of Company Directors
 Bronwyn Rae Speed1992Bachelor of Education - University of South Australia ~ CA - Chartered Accountant - The Institute of Chartered Accountants in Australia ~ CFP - Certified Financial Planner - Financial Planning Associate of Australia ~ Graduate Diploma of Accounting - Flinders University
 Bruce Donald Cameron2000Bachelor of Business - Charles Sturt University ~ CERTIFIED FINANCIAL PLANNER - FPA
 Christopher John Murphy2007ASX ADA Renewal - Kaplan ~ Bachelor of Commerce (Honours) - Deakin University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Certificate IV in Accounting - AIFA ~ LRS - Life Risk Specialist - Financial Planning Association of Australia
 Craig Matthew Weeks2014Diploma of Financial Services (Financial Planning) - Finsia
 David Alan Black2014Bachelor of Arts (Geographical Sciences and Planning) - University of Queensland ~ Bachelor of Economics (International Trade & Finance) - University of Queensland ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Applied Finance - Kaplan
 Dylan Mail2003Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Bachelor Of Commerce - University Of Queensland ~ Graduate Diploma of Financial Planning - Securities Institute of Australia
 Guy Peter Amon1997Bachelor of Commerce - University of NSW ~ Bachelor of Laws - Deakin University ~ Certified Financial Planner - Financial Planning Association ~ Certified Practicing accountant - Financial Planning association
 James Cotis1996CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Diploma of Law - NSW Legal Practioners Admission Board ~ JP - Justice of the Peace - NSW Attorney General and Justice Department ~ SMSF Specialist Advisor (SSA) - Self Managed Super Fund Association
 James Horsley2017Bachelor of Economics with Major in International Trade and Finance - University of Queensland ~ Diploma of Financial Planning - Pinnacle
 James Michael Foran2018Diploma of Financial Planning + SMSF - Monarch Institute
 Katherine Jane Cramsie2004Bachelor of Business - University of Technology ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia
 Luke Andrew Morris2008Diploma of Financial Markets - Securities Institute ~ Graduate Diploma of Applied Finance - Kaplan
 Meera Rayarel2018Diploma of Financial Planning - Australian Professional Education Institute
 Melvyn Barry Hindson2006Diploma of Financial Services (Financial Planning) - Tribeca
 Neil Robert Heriot1989CERTIFIED FINANCIAL PLANNER - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan
 Oliver Trusler2018Bachelor of Science with Honours - University of Exeter ~ Certified Investment Management Analyst (CIMA) - Investment Management Consultants Association (IMCA) ~ Chartered Financial Analyst (CFA) - CFA Institute ~ Diploma of Financial Planning (DFP) - Mentor Education
 Phillip Leslie1990Bachelor of Law - University of Sydney ~ Policy Statement 146 Knowledge Assessment - Integratec
 Raymond Shing2003Bachelor of Business - Queensland University of Technology ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Financial Planning - Griffith University
 Rebecca Anne Lahey2017Diploma of Financial Planning - Kaplan
 Rodney James Hayes2000Bachelor of Commerce - University of Queensland ~ Chartered Accountant - The Institute of Chartered Accountants in Australia ~ PS146 - Integratec
 Shannan Lea Cooper2005Bachelor of Business (Accounting) - Queensland University of Technology ~ CA - Chartered Accountant - The Institute of Chartered Accountants in Australia ~ Graduate Diploma of Financial Planning - Finsia
 Sonja Tetzke2000Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Stephen Blaker1990Advanced Diploma of Financial Services (SMSF specialist) - Tribeca ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin & RMIT Universities
 Stephen Paul Christie2000Bachelor of Commerce - Australian National University ~ Bachelor of Laws - Australian National University ~ Certified Financial Planner - Financial Planning ~ Master of Applied Finance - Macquarie University ~ PHD Applied Finance - Macquarie University
 Stephen Richard Aldridge2000Bachelor of Business (Management) - Queensland University of Technology ~ Company Directors Course - Australian Institute of Company Directors ~ Diploma of Financial Planning - Deakin University ~ Estate Planning - University of Technology Sydney ~ Specialist SMSF Adviser Training Course - SMSF Training
 Steven Chapman2006Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - Queensland University of Technology ~ Certified Practising Accountant - CPA Australia ~ Life Risk Specialist - Financial Planning Association of Australia ~ Masters of Business Administration - Queensland University of Technology
 Steven William Chandler1997Bachelor of Business - Charles Sturt University ~ Certified Financial Planner - Charles Sturt ~ Diploma Financial Planning - Financial Planning Association
 Wayne Murray Simmons1998Bachelor of Business (Accounting) - QLD Institute of Technology ~ PS146 Knowledge Assessment - Integratec