Aged Care Steps Pty Limited

AFS License Number
486723
Name
Aged Care Steps Pty Limited
ABN/ACN/ARBN
42156656843
Licensee issued
Feb. 13, 2017
Address
Sydney, 2000, 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;
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
 Jacqueline Ann Hayes2004Accredited Aged Care Professional - Aged Care Steps Pty Ltd ~ Bachelor of Business (Financial Planning) - RMIT ~ Diploma of Financial Planning - Deakin University ~ Specialist SMSF Course - Cavendish & ICFS
 Louise Janet Biti2018Bachelor of Arts (Asian Studies) - Australian National University ~ Bachelor of Economics - Australian National University ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Services (Financial Planning) - FSTA ~ Master of Taxation ATAX - University of NSW