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Alman Partners Pty. Ltd.

AFS License Number
222107
Name
Alman Partners Pty. Ltd.
ABN/ACN/ARBN
32090789218
Licensee issued
Aug. 8, 2002
Address
Mackay, 4740, QLD

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:
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of 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;
to retail clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Aditi Rungta2018Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute ~ Self-Managed Super Funds - Monarch Institute ~ Tax (Financial) Adviser - Monarch Institute
 Frances Edna Easton1997Bachelor of Business (Accounting) - Central Queensland University ~ Certified Financial Planner - Financial Planning Association of Australia Limited ~ Diploma of Financial Planning - Financial Planning Association of Australia Limited ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - University of the Sunshine Coast
 Jason Arthur Kirk2003Bachelor of Economics - The University of New England ~ Certified Financial Planner - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Applied Finance & Investment - Securities Institute ~ SMSF Specialist Adviser - SMSFA
 Katrina Dhu2007Advance Diploma of Financial Services - Advice Education ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Self Managed Superannuation Funds - Kaplan
 Kelsey Dent2018Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Business & Management - Leicester Demontfort University ~ Diploma of Financial Planning - Kaplan Professional
 Niyati Khanna2016Advanced Diploma of Financial Planning - Kaplan ~ Certified Financial Planner - Financial Planning Association of Australia ~ Chartered Accountancy - Institute of Chartered Accountants India ~ Master of Arts (Economics) - University of Pune ~ Post Graduate Diploma in Business Management - Indian School of Business
 Paul Arthur Shepherd2011Accredited Investment Fiduciary - fi360 Pacific ~ Certified Financial Planner - Financial Planning Association of Australia Limited ~ Diploma in Business (Frontline Management) - Australian Institute of Management ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Stephen Boyd Lowry2000Accredited Investment Fiduciary - fi360 Pacific ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia
 Teneale Lee Laister2010Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Bachelor of Commerce with Distinction (Majoring in Finance, Financial Planning and Management) - Deakin University Australia ~ Certified Financial Planner - Financial Planning Association of Australia Limited ~ Ethics and Professionalism in Financial Advice - Kaplan Professional