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

Name First provided advice Qualification and trainings
 Andrew Douglas Bennett 1992 Bachelor 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 Harding 2004 Bachelor of Commerce - University of NSW ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Grad Diploma of Financial Planning - SIA ~ Masters of Business - UTS
 Catriona Marie Sgouros 2014 Accredited Aged Care Professional - Aged Care Steps ~ Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Financial Education Professionals
 David Alan Black 2014 Bachelor 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
 Guy Peter Amon 1997 Bachelor of Commerce - University of NSW ~ Bachelor of Laws - Deakin University ~ Certified Financial Planner - Financial Planning Association ~ Certified Practicing accountant - Financial Planning association
 James Cotis 1996 CFP - 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 ~ SMSF Specialist Advisor™ (SSA) - Self Managed Super Fund Association
 Jonathan Samuel Bendeich 2005 Diploma of Financial Services (Financial Planning) - Tribeca
 Luke Andrew Morris 2008 Diploma of Financial Markets - Securities Institute ~ Graduate Certificate in Financial Planning - Finsia ~ Graduate Diploma of Applied Finance - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Matthew Ian Bull 2011 Bachelor of Commerce in Banking and Finance - University of Canberra ~ CAANZ SMSF Specialisation - UNSW Business School ~ CPA Certified Practicing Accountant - CPA Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - CPA Australia ~ RG146 925 Life Insurance - Kaplan Australia
 Nicole Anne Bendeich 2018 Certificate III in Financial Services - TAFE NSW ~ Certificate IV in Financial Services - Australian College of Commerce and Management ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Raymond Shing 2003 Bachelor 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 Brett 2017 Diploma of Financial Planning - Kaplan ~ Master of Applied Finance (Financial Planning) - Charles Sturt University
 Sarah Pearson 2023 Bachelor of Commerce (Financial Planning) - University of Canberra ~ Professional Ethics - University of New England
 Shane Andrew O'grady 2004 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Panner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Self Managed Superannuation Fund Adviser Education Program - Financial Essentials
 Simon Parker 2015 Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Business (Management) - University of Queensland ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Monarch Institute ~ Master of Financial Planning - Griffity University
 Stephen Blaker 1990 ASX Listed Products Accreditation Course - ASX & Savings Factory ~ Advanced Diploma of Financial Services (SMSF specialist) - Tribeca ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin & RMIT Universities ~ SMSF Specialist Advisor - SMSF Association
 Stephen Paul Christie 2000 Bachelor 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
 Steven Scarano 2023 Bachelor of Business (Major in Financial Planning) - Swinburne University of Technology
 Steven William Chandler 1997 Bachelor of Business - Charles Sturt University ~ Certified Financial Planner - Charles Sturt ~ Diploma Financial Planning - Financial Planning Association
 Suzanne Elizabeth Mcintosh 2003 Bachelor of Arts in Accountancy - University of South Australia ~ Diploma of Financial Planning - Count Wealth Accountants ~ SMSF Specialist Advisor Accreditation - SMSF Association
 Thomas Serratore 2022 Bachelor of Business - University of Technology Sydney ~ Master of Financial Planning - Griffith University