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Allied Financial Solutions Pty ltd

AFS License Number
230172
Name
Allied Financial Solutions Pty ltd
ABN/ACN/ARBN
37092222412
Licensee issued
July 14, 2003
Address
Port Melbourne, 3207, 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;
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 excluding 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;
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 excluding 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
 Garry John O'brien2005Diploma of Financial Planning - Deakin University
 Kenneth Bruce Henning1999ADA 1 and 2 - Kaplan ~ CFP - Financial Planning Association ~ Diploma Financial Planning - Deakin University
 Kynan Darrell Jones2015Advance Diploma Financial Services - Tribeca
 Thomas R V Atkinson2014927 Foreign Exchange & 922 Derivatives - Kaplan ~ 927 Foreign Exchange & 922 Derivatives - Kaplan ~ ADA 2 - Kaplan ~ ADA 2 - Kaplan ~ DFP2: Insurance and Risk Protection - Kaplan ~ DFP2: Insurance and Risk Protection - Kaplan ~ Diploma Of Financial Planning - Kaplan ~ Diploma Of Financial Planning - Kaplan ~ Diploma, Certified Financial Technician (CFTe) - Kaplan ~ Diploma, Certified Financial Technician (CFTe) - Kaplan