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Apt Wealth Partners Pty ltd

AFS License Number
436121
Name
Apt Wealth Partners Pty ltd
ABN/ACN/ARBN
49159583847
Licensee issued
April 9, 2013
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;
interests in managed investment schemes limited to:
MDA 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:
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:
MDA services; 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;
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;
interests in managed investment schemes limited to:
MDA 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 William Spilsted2009Advanced Diploma of Financial Planning - Kaplan ~ Associate Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - ThreeSixty Education & Training
 Andrew Thomas Dunbar2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce - Monash University ~ Bachelor of Economics - Monash University ~ Certified Financial Planner CFP - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - Kaplan
 Brett Raymond Rowe2009Bachelor of Business - La Trobe University ~ CFP Certification Program - FPA ~ Diploma of Financial Planning - Deakin University
 David Maddock2006ASX Accredited Listed Products Adviser - Kaplan ~ Bachelor of Commerce - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan ~ SMSF Strategies - Terra Cordis
 Emily Chiara Lanciana2014Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Bachelor of Commerce (Marketing, Finance, Financial Planning) - Deakin University ~ Certificate IV in Finance & Mortgage Broking - Australis College (formerly Intellitrain) ~ Certified Financial Planner - Financial Planning Association of Australia
 James Mcgregor1991Bachelor of Arts (Economics) - University of New England ~ Certified Financial Planner CFP - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Graduate Diploma in Applied Finance and Investment - Financial Services Institute of Australasia ~ Self Managed Superannuation Funds - Tribecca Learning(Aust)
 John Mclaughlin2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Personnel & Industrial Relations) - Philip Institute of Technology ~ Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 John Steven Versace2014Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business - RMIT University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Services (Insurance) - Deakin University
 Lisa-anne Han2012Advanced Diploma of Accounting - Royal Melbourne Institute of Technology ~ Bachelor of Business (Banking and Finance) - Victoria University of Technology ~ Certified Financial Planner - Financial Planning Association of Australia ~ Master of Financial Planning - Royal Melbourne Institute of Technology
 Mark Richard Bardzinski1998ASX Responsible Executive Exam - Kaplan ~ Associate Financial Planner AFP - Financial Planning Association of Australia ~ Certificate in Self-Managed Superannuation Funds - Kaplan ~ Diploma of Financial Advising - Financial Services Institute of Australasia ~ Fellow Chartered Financial Practitioner - Association of Financial Advisers
 Matthew James Dunbar2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Financial Planning, Accounting & Finance) - Deakin University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending - Pinnacle Financial Services Academy
 Michael Brandt2009Advanced Diploma - Financial Planning - Advice Education MLC ~ Bachelor of Applied Finance - Maquarie University ~ Certificate in Self-Managed Superannuation Funds - Kaplan ~ Certificate of Margin Lending - Kaplan ~ Certified Financial Planner - Financial Planning Association of Australia
 Paul Andrew Cull1987Associate Financial Planner AFP - Financial Planning Association ~ Bachelor of Business (Accounting) - Victoria University
 Preston Randall Foster2001Bachelor of Business (Finance) - Charles Sturt University (CSU) ~ Certificate in Margin Lending (Personal Advice) - Mentor Education ~ Certificate in Self Managed Superannuation Funds - Kaplan ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Rhett Charles Pudney2001Advanced Diploma of Financial Services (Financial Planning) - Integratec ~ Bachelor of Arts (Hons) - University of Newcastle ~ Diploma of Finance & Mortgage Broking Management - The National Finance Institute ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Diploma of Training and Assessment - HBA Learning Centres
 Robert Greig2015Advanced Diploma of Financial Planning - Kaplan ~ Certificate in Self-Managed Superannuation Funds - Kaplan Professional ~ Diploma of Financial Planning - Kaplan ~ Financial Planner AFP - Financial Planning Association of Australia ~ Master of Financial Planning - Kaplan
 Sarah Gonzales2011Bachelor of Applied Finance/Bachelor of Commerce - Accounting - Macquarie University ~ Certificate in Self-managed Superannuation Funds - Kaplan ~ Master of Applied Finance - Macquarie University
 Sean Moran2016Bachelor of Commerce - The University of Southern Queensland ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma in Financial Planning - Securities Institute ~ Securities & Managed Investments - Kaplan Professional
 Steven Toniazzo2002Bachelor of Business - Monash University ~ Certified Financial Planner CFP - Financial Planning Association of Australia ~ Diploma of Financial Markets - Financial Services Institute of Australasia ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Self Managed Superannuation Funds - Tribeca Learning(Aust)
 Suzanne Johnston2015Advanced Diploma of Financial Planning - Mentor Education Group ~ Bachelor of Commerce - Macquarie University ~ Cert IV Finance & Mortgage Broking - AAMC Training Group ~ Cert. of Margin Lending & Cert. of SMSF - Kaplan ~ Certified Financial Planner - Financial Planning Association of Australia
 Timothy David Conde1998Bachelor of Economics - Macquarie University ~ Certified Financial Planner CFP - Financial Planning Association of Australia ~ Certified Practicing Accountant - CPA Australia ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Tribecca
 Tracey Pace2001Bachelor of Business ( Financial Planning) - RMIT ~ Certified Financial Planner - Financial Planning Association ~ Ethics & Professionalism in Financial Advice - Kaplan