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Aon Solutions Australia Limited

AFS License Number
236667
Name
Aon Solutions Australia Limited
ABN/ACN/ARBN
48002288646
Licensee issued
Jan. 1, 2004
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:
the investor directed portfolio service known as "Aon Investor Directed Portfolio Service";
securities; and
superannuation;
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
interests in managed investment schemes limited to:
the investor directed portfolio service known as "Aon Investor Directed Portfolio Service"; and
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;
life products limited to:
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:
the investor directed portfolio service known as "Aon Investor Directed Portfolio Service";
securities; and
superannuation; and
provide the following custodial or depository services:
operate the investor directed portfolio service known as "Aon Investor Directed Portfolio Service" (the IDPS);
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Arohaina Owen2011Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - RG146 Training Australia
 Daniel James Hill2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificiate of Finance - Macquarie University ~ Self Managed Superannuation Funds - Kaplan Professional
 Jennifer Lynette Dean2004PS146 Knowledge Assessment- Core & Life Insurance - Integratec
 Johnny Man Loong NG2016Advanced Diploma of Financial Planning - Kaplan ~ Diploma Financial Services (Financial Planning) - Kaplan ~ Master of Commerce (Marketing) - The University of New South Wales ~ Self Managed Superannuation Funds - Kaplan Professional
 Patrick Campbell Howard2018ASIC RG146 Tier 1 Insurance Broking Compliance - Australian and New Zealand Institute of Insurance and Finance ~ Diploma of Financial Planning - Kaplan Professional
 Roshan Singappuli2015Diploma of Financial Services Superannuation - ASFA ~ RG 146 Superannuation - ASFA
 Roshni Daftary2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - Bangalore University (India) ~ Diploma of Financial Planning - Kaplan Professional
 SU LI Sin2016Bachelor of Commerce - The University of Melbourne
 Saffron Adele Sweeney2004PS146 Knowledge Assessment - Tribeca