Afp Financial Planning & Consulting Pty ltd

AFS License Number
488825
Name
Afp Financial Planning & Consulting Pty ltd
ABN/ACN/ARBN
88612304622
Licensee issued
Jan. 11, 2017
Address
Baulkham Hills, 2153, 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:
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; 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

NameFirst provided adviceQualification and trainings
 Alexander Flyak2017Accounting SMSF Package - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Chartered Accounting - Chartered Accountants Australia and New Zealand ~ Insurance and Risk Protection - Kaplan