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Afta Pty ltd

AFS License Number
507423
Name
Afta Pty ltd
ABN/ACN/ARBN
18624984550
Licensee issued
Oct. 4, 2018
Address
Rockhampton, 4700, QLD

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;
standard margin lending facility; 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;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Andrew Morris2018Diploma of Financial Planning - Deakin University
 Barry Ernest Lucas2003Diploma of Financial Planning - Deakin University
 Bonny-kathleen O'meara2018Advanced Diploma of Financial Planning - Mentor Education
 Craig Cavanagh2018Advanced Diploma of Financial Planning - Kaplan
 Cyril Richard Thomasson2013Advanced Diploma - Financial Planning - Tribeca Learning Australia
 Dimitri Kondilis2016Bachelor of financial planning - Central Queensland University
 James Farrell2010Advanced Diploma - Financial Planning - Kaplan
 Penny Maree Farrell2018Diploma of Financial Planning Fundamentals - Kaplan
 Richard Anthony Newton2018Diploma of Financial Planning - Kaplan
 Richard Eric Bell2013Advanced Diploma - Financial Planning - Tribeca
 William Kevin Allen2004Bachelor Degree - Sydney University ~ Diploma - Education - Sydney Teachers College ~ Diploma - Financial Planning - Deakin University