Download this database for offline use

Amalgamated Financial Services Pty ltd

AFS License Number
407238
Name
Amalgamated Financial Services Pty ltd
ABN/ACN/ARBN
42060673814
Licensee issued
Aug. 9, 2011
Address
Manly, 2095, 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
 Anthony David Virtue1990Bachelor of Business (Financial Planning with Distinction) - Royal Melbourne Institute of Technology ~ Doctor of Business Administration - University of Southern Queensland ~ Ethics & Professionalism in Financial Advice - Kaplan Professionalism ~ Financial Adviser Exam - ACER ~ Master of Applied Finance - Macquarie University
 Catherine Navarro2003Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Commerce - Bond University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ FASEA Financial Adviser Exam - ACER
 Deborah Lykles2015Advanced Diploma of Financial Planning - IIT - International Institute of Technology ~ Diploma of Financial Services (FINANCIAL PLANNING) - Intelletrain
 Fiona Lee Goodland2014Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - Monarch Institute
 Matthew Sutton1982Certificate 1 - Personal Financial Planning - MLC Limited ~ Certificate 2 - Business Insurance - MLC Limited ~ Certificate in Disability Insurance - MLC Limited
 Paul Stefan Mann2000Certificate IV in Finance and Mortgage Broking - Finance & Related Services Training Academy (FARSTA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Foundation Diploma of Financial Planning - Financial Planning Association of Australia (FPA)