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Alder And Partners Pty ltd

AFS License Number
382714
Name
Alder And Partners Pty ltd
ABN/ACN/ARBN
98146233534
Licensee issued
Nov. 19, 2010
Address
Dalkeith, 6009, 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;
interests in managed investment schemes limited to:
MDA 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:
interests in managed investment schemes limited to:
MDA services; 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;
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;
interests in managed investment schemes limited to:
MDA 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
 David William Alder2002Bachelor of Commerce - University of Western Australia ~ CFP Certification Program - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia / Deakin University
 Hilah Ahmadzai2014Bachelor of Commerce - University of Western Australia ~ CFP Certification Program - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Josh Mark Metcalf2015Bachelor of Commerce (Financial Planning) - Curtin University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan
 Steven James Tulloch2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - University of Western Australia ~ Graduate Diploma of Applied Finance and Investment - Finsia