Advise And Assist Pty Limited

AFS License Number
499173
Name
Advise And Assist Pty Limited
ABN/ACN/ARBN
15159528113
Licensee issued
Dec. 12, 2017
Address
Balgowlah Heights, 2093, NSW

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;
interests in managed investment schemes including:
investor directed portfolio services;
securities; 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;
interests in managed investment schemes including:
investor directed portfolio services;
securities; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Brendan Xavier Ryan 1999 1992 - Bachelor of Economics - - University of Sydney ~ 1997 - Graduate Diploma of Applied Finance and Investment - - Securities Institute ~ 2002 - Certified Financial Planner - - FPA ~ 2012 - Governance in the Not For Profit Sector - - Australian Institute of Company Directors