Amanda Pond

Name
Amanda Pond
ID
332881
ABN
First Provided Advice
2008

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
  • 2008 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
  • 2008 - Self Managed Superannuation Funds - Other - Kaplan Professional
  • 2010 - Margin Lending & Geared Investments - Other - Kaplan Professional
  • 2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - - Kaplan Professional
  • 2019 - Fellow Chartered Financial Practitioner - Professional Designations - AFA
  • 2023 - Graduate Diploma Of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Accredited Aged Care Professional
  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
Dec. 11, 2008
Ceased
April 12, 2021
Status
Ceased
Licence Holder
Personal Financial Services Ltd (#234459)
Commenced
April 13, 2021
Ceased
Jan. 27, 2023
Status
Ceased
Licence Holder
Smart Financial Capital Pty Ltd (#533901)
Commenced
July 17, 2024
Ceased
Oct. 25, 2024
Status
Ceased
Licence Holder
Smart Financial Capital Pty Ltd (#533901)
Commenced
Jan. 27, 2023
Ceased
July 16, 2024
Status
Current
Licence Holder
Steadfast Life Pty ltd (#421904)
Commenced
Oct. 28, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities