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Arco Financial Services Pty ltd

AFS License Number
530960
Name
Arco Financial Services Pty ltd
ABN/ACN/ARBN
73649341033
Licensee issued
Aug. 23, 2021
Address
Notting Hill, 3168, 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;
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
 Angelos Lysikatos2001Bachelor of Business - Monash University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma of Applied Finance - FINSIA ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Lachlan Mahon2014Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce - Deakin University ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Robyn Van Rooy2003Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Fund(SMSF 1:Core Principles) - Kaplan Education Pty Ltd (Formerly Tribeca Learning Australia Pty Ltd)