Affinity Accountants Pty ltd

AFS License Number
485811
Name
Affinity Accountants Pty ltd
ABN/ACN/ARBN
30100705931
Licensee issued
Aug. 24, 2016
Address
Southbank, 3006, VIC

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:
superannuation limited to:
self-managed superannuation fund;
a person s existing holding in a superannuation product but only to the extent required for:
making a recommendation that the person establish a self-managed superannuation fund; and
providing advice to the person on contributions or pensions under a superannuation product;
provide class of financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
general insurance products;
life products limited to:
life risk insurance products;
simple managed investment schemes;
securities; and
superannuation; and
deal in a financial product by:
arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund; and
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Joshua Pearson 2016 1999 - Bachelor of Business - - Victoria University ~ 2016 - SMSF Personal Advice Solution - - Pinncale
 Julie Gooding 2016 2008 - Bachelor of Accounting - - Adeladie University ~ 2016 - Accountants RG146 Solution - - Pinnacle
 Rhys Limbrick 2016 2002 - Bachelor of Commerce - - Deakin University ~ 2016 - Accountants Self Managed Superannuation Funds Package - - Kaplan
 Scott Canobie 2016 2003 - Bachelor of Business in Accounting - - Swinburn University of Technology ~ 2016 - Accountants RG146 Solution - - Pinnacle