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  3. Akambo Pty ltd

Akambo Pty ltd

AFS License Number
322056
Name
Akambo Pty ltd
ABN/ACN/ARBN
16123078900
Licensee issued
March 4, 2008
Address
Melbourne, 3000, 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:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
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:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
derivatives; and
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;
derivatives;
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
 Adrian Pelligra2013Accredited Margin Lending - Kaplan ~ Accredited SMSF - Kaplan ~ Bachelor of Finance (Major in Financial Planning) - LaTrobe University ~ Certified Financial Planner - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan
 Alexandra Leigh Colley2016Accreditation in Margin Lending & SMSF - Pinnacle ~ Bachelor of Business - University of Technology Sydney (UTS) ~ Diploma of Financial Planning - Pinnacle
 Anthony Christopher Kapetanovic1996Associate Diploma of Business (Banking & Finance) - Box Hill TAFE ~ Diploma of Financial Planning CFP - Deakin University ~ Masters in Business Law - Southern Cross University ~ Masters of Business Administration - Australian Institute of Business ~ SSA - SMSF Specialist
 Anthony Dennis Lane2008Bachelor of International Finance - Griffith University ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - Kaplan Professional ~ Master of Commerce (Financial Planning) - Griffith University
 Benjamin Thomas Seeger2016Bachelor of Business - Swimburne ~ Diploma of Finance and Mortgage Broking Management - AAMC ~ Diploma of Financial Planning - CPA
 Bernard O'connor1984Accredited Derivatives Adviser - Tribeca/ASX ~ Margin Lending & Geared Investments - Kaplan Professional ~ Risk Management - Kaplan Professional
 Brendan Thomas Hogan2016Accountants SMSF Package - Kaplan ~ Bachelor of Business (Accounting) - Phillip Institute Coburg
 Brett Andrew Cummings2002Accreditation in Margin Lending & SMSF - Integrity ~ Diploma of Financial Planning (Qualification) - Integrity Education Group
 Bruce Anthony Chisholm2002Bachelor of Business - Victoria College ~ Certified Financial Planner - CFP ~ Diploma of Financial Planning - FPA
 Cayle Michael Petritsch2018Bachelor Of Commerce - University Of Newcastle ~ Diploma of Financial Planning - Integrity Education Group ~ Graduate Diploma of Chartered Accounting - Chartered Accountants ~ SMSF Specialist Advisor - SMSF Association
 Christine Dale Lyon2012Accreditation in Margin Lending & SMSF - Integrity ~ Bachelor of Business (Accounting) - Western Australia College of Advanced Education ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 Christopher Francis Willaton1997Accredited Derivatives Adviser - Kaplan Professional ~ Bachelor of Arts - Monash University ~ Life Insurance & Skills - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ Master of International Business - University of Melbourne
 D'avery Pillay2014Bachelor of Business (Law) - Monash University ~ Diploma of Finance & Mortgage Broking Management - The National Finance Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Daniel Sutton2018Bachelor of Accounting - Charles Sturt University ~ CA - Chartered Accountants Ausralia & New Zealand ~ Diploma Financial Planning - Integrity Education ~ Insurance - CPA Australia ~ RG146 Specialist - SMSF & Margin Lending - Integrity Education Group
 David Alan Howell2004Bachelor of Business (Economics & Finance) - RMIT ~ Cavendish & ICFS Specialist SMSF Course - Cavendish ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Professional
 David Alexander Richmond2013Bachelor Degree - Business - Latrobe University ~ Diploma - Financial Planning - Kaplan ~ Graduate Diploma of Chartered Accounting - Institution of Chartered Accountants ~ Margin Lending - Integrity Education Group
 David Keith Graham2015Advanced Diploma of Financial Planning (Qualification) - Integrity Education Group ~ Bachelor of Financial Administration (Qualification) - University of New England ~ Diploma of Financial Planning - Integrity Education Group ~ Master of Taxation (Qualification) - University of New South Wales (NSW)
 Diane Terzian2016Accreditation in Margin Lending & SMSF - Integrity ~ Bachelor of Business - University of Technology Sydney (UTS) ~ Diploma of Financial Planning - Integrity Education Group
 Diessa Kondrakova-zhao2015Advanced Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Management) - University of Adelaide ~ Diploma of Financial Planning - Kaplan Professional ~ Securities and Managed Investments - Kaplan Professional
 Duncan Logie2011Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Bachelor of Commerce - University of Tasmania ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Kaplan Professional
 Erin Keane2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business Asia Pacific Studies - La Trobe University ~ Diploma Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Frederick Leslie Patten2015Bachelor of Business (Qualification) - University of Southern Queensland (USQ) ~ CPA Program Professional level - CPA Australia ~ Diploma of Financial Planning - Integrity Education Group ~ Public Practice - CPA Australia
 Greig Barrow2006ASX Accredited Derivatives Adviser Level2 - Tribeca ~ Diploma of Business - Blended Learning International ~ Diploma of Financial Planning - Integrity Education Group ~ Practitioner Member - SDIA ~ Responsible Executive Examination - Stockbrokers Association of Australia
 Jerry Kakolyris2008Advanced Diploma of Financial Services (Financial Planning) - Holmesglen Institute ~ Bachelor of Business (Business Information Systems) - RMIT ~ Diploma of Financial Services (Financial Planning) - Holmesglen Institute ~ Self Managed Superannuation Funds - Kaplan Professional
 Jodi Michelle Elder2018Bachelor of Commerce (Accounting & Finance) - University of Queensland ~ Diploma of Financial Planning - CPA Australia
 Joseph Ghantous Akiki2017Advance Diploma of Financial Planning - Mentor Education ~ Bachelor of Monash Business & Commerce - Monash University ~ Certificate 3 in Financial Services - Commonwealth Bank ~ Certificate 4 Financial Services - Commonwealth Bank ~ Diploma of Financial Planning - Kaplan
 Joshua Anthony Scipione2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Economics, Finance & Financial Planning) - Deakin University ~ Diploma of Financial Planning - Kaplan Professional
 Jue Betty Wang2012Accredited Derivatives Adviser - Kaplan Professional ~ Bach Of Commerce - University of Adelaide ~ Diploma of Financial Planning - Pinnacle ~ Master of Financial Management - University of Melbourne
 Kylie Thompson2015Accreditation in Margin Lending - Pinnacle ~ Accreditation in SMSF - Terra Cordis ~ Bachelor of Business (Accounting and Finance) - Edith Cowan University (ECU) ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd
 Leanne Margaret Rudd2013Bachelor of Business - University of Southern Queensland ~ Certified Practising Accountant - CPA Australia ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Luke Benjamin Broxton2006Advanced Diploma of Financial Planning - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ SMSF Specialist - Kaplan Professional
 Lynda Macpherson2015Bachelor of Business (Accounting) - Curtin University ~ Diploma of Financial Planning - Pinnacle
 Mara Denham2013Advanced Diploma of Accounting - TAFE NSW ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Graduate Certificate in Professional Accounting - University of Southern Queensland
 Margot Truman2015Diploma of Financial Planning - Integrity Education Group
 Mark Andrew Cracknell2008Advanced Diploma Of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce - Macquarie University
 Mark LA Bozzetta2003Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australian (FPA) ~ Financial Services Training - Terra Cordis ~ SMSF Specialist Course - SMSF Strategies & NowInfinity
 Mark Valentine Debeljak2015Accreditation in Margin Lending & SMSF - Integrity ~ Advance Diploma in Financial Planning - Integrity ~ Bachelor of Economics - Monash University ~ Diploma of Financial Planning - Integrity Education Group
 Mary Hart2005Bachelor of Education - East China Normal University ~ Graduate Diploma of Financial Planning - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Melissa Ann Campbell2002Accreditation in Margin Lending & SMSF - Integrity ~ Diploma of Financial Planning (Qualification) - Integrity Education Group ~ Financial Management - Charles Sturt University
 Michael Paul Johnston2016Bachelor of Bsuiness - Charles Sturt University ~ Chartered Accountant - CA ~ Self Managed Super Funds - KAPLAN
 Naomi Jill Smith2016Bachelor of Accounting - Charles Sturt University ~ Diploma of Financial Planning - Kaplan Professional ~ SMSF Personal Advice - Pinnacle
 Nickolas Reissis2018Bachelor of Business (Economics and Finance) (Applied) - RMIT ~ Diploma of Financial Planning - Mentor Education
 Nigel Judd2007Bachelor of Arts - University of Melbourne ~ Bachelor of Commerce - University of Melbourne ~ Certified Financial Planner - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Pablo Vilela2013Advanced Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Planning - Integrity Education Group ~ Diploma of Life Insurance - Integrity Education Group ~ Practice of Margin Lending - Integrity Education Group
 Paul Michael Tayler2015Accreditation in Margin Lending - Pinnacle ~ Accreditation in SMSF - Terra Cordis ~ Bachelor of Business (Accounting) - WA Institute of Technology ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ SMSF Specialist Advisor (SSA) - SMSF Association
 Robert Elias Makdissi2008Bachelor of Business - Victoria University of Technology ~ Diploma of Financial Planning - Integrity Education Group ~ Graduate Diploma in Applied Finance and Investment - Kaplan Professional Education ~ Margin Lending Accreditation Program - Stockbrokers Association of Australia ~ SDIA Accreditation Program Assessment - Securities & Derivatives Industry Association
 Robert Sawyer Petrie1996Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University
 Ryan Madden2015Accreditation for Margin Lending & SMSF - Integrity ~ Bachelor of Commerce (Accounting) - University of Adelaide ~ Diploma of Financial Planning - Integrity Education Group
 Shaun Robert Albert2016Advanced Diploma of Financial Planning - Investment Banking Institute ~ Diploma of Financial Planning - Investment Banking Institute ~ Graduate Diploma of Financial Planning - Kaplan
 Siew Ling Ngu2017Bachelor of Business - Edith Cowan University ~ CPA Program - CPA Australia ~ Diploma of Financial Planning - CPA Australia (RTO) ~ Master of Commerce Accounting - Curtin University of Technology
 Silvio Gerard Marinelli2014Bachelor of Business - Deakin University ~ Diploma of Financial Planning - Kaplan Professional ~ SMSF National Conference - SMSF Association ~ Succession Planning - Succession +
 Stephen Brown2015Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor Business Information Systems - Australian Catholic University ~ Diploma of Financial Planning - Kaplan
 Steven Neil Creelman2015Advanced Diploma of Financial Planning (Qualification) - Integrity Education Group ~ Diploma of Financial Planning - Integrity Education Group
 Stuart Francis Coulthard2015Accreditation in Margin lending & SMSF - Integrity ~ Advance Diploma in Financial Planning - Integrity ~ Bachelor of Business - Swinburne University ~ Diploma of Financial Planning - Integrity Education Group
 Terrence Patrick Brauer2015Bachelor of Business - University College of Southern Queensland ~ CA SMSF Specilist Accreditation - University of New South Wales ~ Diploma of Financial Planning - Integrity Education Group
 Tino DI Battista2002Bachelor of Business - Accounting - Phillip Institute of Technology ~ Diploma of Financial Planning - IIT - International Institute of Technology ~ SMSF Specialist Advisor - SMSF Association
 Veronica Maxine D'silva2018Bachelor of Business Systems - Monash University ~ CPA - CPA Australia ~ Diploma of Financial Planning - CPA Australia ~ Public Practice Certificate - CPA Australia
 Vicki Frances Adams2000Bachelor of Business (Multidiscipline) - Monash University ~ Certificate of Business Studies - Box Hill College ~ Chartered Accountant - Financial Planning Specialist - Chartered Accountants Australia New Zealand ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - University of New South Wales
 William Chin2014Accreditation in Margin Lending & SMSF - Pinnacle ~ Advance Diploma in Financial Planning - Pinnacle ~ Bachelor of Commerce (Accounting & Finance) - Murdoch University ~ Chartered Accountant - CPA ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd