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Ara Consultants ltd

AFS License Number
224150
Name
Ara Consultants ltd
ABN/ACN/ARBN
78102304692
Licensee issued
Nov. 21, 2002
Address
Kew, 3101, VIC

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;
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 excluding investor directed portfolio services;
securities;
standard margin lending facility; 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 excluding investor directed portfolio services;
securities; and
superannuation; 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;
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 excluding investor directed portfolio services;
securities;
standard margin lending facility; and
superannuation; and
operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
schemes which only hold the following types of property:
financial assets;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Duncan Robert Essery2003Bachelor of Business - Swinburne University of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Ellyn Margaret Rimmer2016Certificate 4 Credit Management - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Financial Planning - Deakin University
 Rebecca Emily Cameron2003Bachelor of Business - Deakin University ~ Diploma of Financial Planning - Financial Planning Association
 Robert Stanley Jaskiewicz2000Bachelor of Commerce - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Royal Melbourne Institute of Technology
 Stephanie King2011Advanced Diploma Financial Planning - Kaplan ~ Bachelor of Business (Business Aministration) - RMIT ~ Diploma of Financial Services - Kaplan ~ TASA and the TPB Code of Professional Conduct - Kaplan