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
Edgecliff, 2027, 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

NameFirst provided adviceQualification and trainings
 Brendan Xavier Ryan1999Bachelor of Economics - University of Sydney ~ Certified Financial Planner - FPA ~ Governance in the Not For Profit Sector - Australian Institute of Company Directors ~ Graduate Diploma of Applied Finance and Investment - Securities Institute