Adviserchoice Pty ltd

AFS License Number
334657
Name
Adviserchoice Pty ltd
ABN/ACN/ARBN
84093705867
Licensee issued
Aug. 5, 2009
Address
Morley, 6943, WA

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; 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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Daniel Yohann Holmes2012Diploma of Financial Services (Financial Planning) - Kaplan
 Lawrence Nathan Tambyrajah2000Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Business (Finance) - Edith Cowan University ~ Certified Financial Strategist - AIOFP
 Mandar Bapat2017Bachelor of Science - University of Mumbai ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ PGDBM Marketing - Rizvi Acadamy of Management
 Phil Bird2012Diploma of Financial Services (Financial Planning) - Kaplan