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Alarie Pty ltd

AFS License Number
481792
Name
Alarie Pty ltd
ABN/ACN/ARBN
12079573005
Licensee issued
Jan. 27, 2016
Address
Perth, 6000, WA

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
 Alan Oliver2007Certificate IV in Financial Services (Finance/Mortgage Broking) - AAMC Training Group ~ Diploma of Financial Services FNB50104 - Dover Financial Training Pty Ltd ~ Margin Lending and Geared investment - Kaplan Professional Education ~ Master of Business Administration - University of South Australia
 Matthew Oliver2001Diploma of Finance and Mortgage Broking Management - AAMC Training Group ~ Diploma of Financial Planning - McMasters' Training Pty Ltd ~ Graduate Certificate in Applied Finance - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Muriel Oliver2001Diploma of Financial Services - Finsia Education (Formly Securities Institute Education) ~ Margin Lending and Geared Investments - Kaplan Education Pty Ltd ~ Master of Business Administration - Curtin University of Technology
 Nicolette Ellen DU Toit2015ASIC RG146 Tier 1 Insurance Broking Compliance - Australian and New Zealand Institute of Insurance and Finance ~ Diploma of Financial Planning - Monarch Institute