Download this database for offline use

Approved Financial Planners Pty ltd

AFS License Number
536864
Name
Approved Financial Planners Pty ltd
ABN/ACN/ARBN
52116910528
Licensee issued
July 1, 2022
Address
Floreat, 6014, WA

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
 Andrew Van Geyzel2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Daniel Stevens2013Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Bachelor of Business - Edith Cowan University (ECU) ~ Diploma of Financial Planning - Kaplan Professional
 Rafiek Meyer2006Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd
 Ronny Lucia Salomon2008Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd ~ Bachelor of Economics and Management - Ruppin Academic Center ~ Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Laws - Bar-Ilan University