Ageis Accounting And Tax Pty Limited

AFS License Number
489251
Name
Ageis Accounting And Tax Pty Limited
ABN/ACN/ARBN
68609718747
Licensee issued
March 20, 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:
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:
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
 Alice Lau2018Accountants Essential Advice (RG 146 Compliant) - Integrity Education Group ~ Certificate of Public Practice - Chartered Accountants Australia and New Zealand
 Nicholas Randy20181.Bachelor of Science in Banking and Finance - University of London ~ 3.Accountant Essential Advise (RG146) - Integrity Education Group ~ Master of Accounting - Curtin University of Technology
 Robert John Moylan2018Accountants Essential Advice (RG 146 Compliant) - Integrity Education Group ~ Bachelor of Commerce - University of Western Sydney ~ Masters of Taxation Law - University of Techology
 Saurabh Singhania2018Master of Accounting - Macquarie University Sydney ~ RG146 Compliance - Financial Education Professionals
 Stephen Michael Jankelowitz2005Accountants SMSF Package (RG146 Compliant) - Kaplan Professional ~ Bachelor of Commerce - University of South Africa ~ Certificate of Public Practice - Chartered Accountants Australia and New Zealand
 Ying Liu2018Diploma of Financial Planning - Kaplan Professional ~ Master of Professional Accounting - University of Technology