Arc Assets Pty ltd

AFS License Number
556732
Name
Arc Assets Pty ltd
ABN/ACN/ARBN
38675134148
Licensee issued
June 14, 2024
Address
Paddington, 2021, 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; 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;
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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Georgina Goldsmith 0 2020 - Bachelor of Business - Bachelor Degree (AQF 7) - UTS ~ 2023 - Grad Diploma FP - Graduate Diploma (AQF 8) - Kaplan
 Steve Modric 2001 2004 - Diploma of Financial Services - - ThreeSixty ~ 2006 - Advanced Diploma of Financial Services - - ThreeSixty ~ 2010 - Certified FInancial Planner - - Financial Planning Asscoication of Australia (FPA) ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Viviane Parsons 1996 2014 - Certified Financial Planner - - FPA ~ 2020 - Financial Planning - Graduate Diploma (AQF 8) - Kaplan