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Altus Financial Services Pty ltd

AFS License Number
520266
Name
Altus Financial Services Pty ltd
ABN/ACN/ARBN
24637026825
Licensee issued
Feb. 26, 2021
Address
Sydney, 2000, NSW

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
 Adam Montana2010Bachelor of Business (Economics and Finance) - University of Technology Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 George Michael Caredes2004Advanced Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Bachelor of Mathematics and Finance - University of Technology Sydney (UTS) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Applied Finance and Investment - Securities Institute
 Gregory Mifsud2000Bachelor of Mathematics and Finance - University of Technology Sydney (UTS) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Superannuation Management - Association of Superannuation Funds of Australia Ltd (ASFA)
 Luke Russell Mansell2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Finsia ~ Graduate Certificate in Applied Finance and Investment - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Marcus Thistleton2018Bachelor of Commerce (Finance and International Business) - University of Sydney ~ Diploma of Financial Planning - Kaplan Professional
 Matthew William Barton Smith2003Associate Diploma of Business - NSW TAFE ~ Bachelor of Economics (Social Sciences) - University of Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Melissa Jane Rethati2018Bachelor of Business - University of Technology Sydney (UTS)
 Robert John Montgomery1982Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Rodney Allen Dickinson1995Bachelor of Economics - University of Newcastle ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty