Download this database for offline use

Argurion Finance Group Pty ltd

AFS License Number
380023
Name
Argurion Finance Group Pty ltd
ABN/ACN/ARBN
70115065855
Licensee issued
Nov. 23, 2010
Address
Booragoon, 6154, 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;
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;
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
 Christopher Joseph Craggs1995Bachelor of Applied Science - Curtin University ~ Diploma in Financial Planning - Deakin University ~ Master of Business Administration - Edith Cowan University ~ Master of Professional Accounting - Univeristy of New England ~ Post Graduate Diploma in Business - Edith Cowan University
 Peter Harold Young2005Certified Financial Planner - FPA ~ Margin Lending and Geared Investments - Kaplan
 Peter Lam2010Bachelor of Commerce (Accounting and Financial Planning) - Curtin University ~ Margin Lending and Geared Investments - KAPLAN ~ Self Managed Superannuation Funds - KAPLAN
 Sherie Lee Howard2008Diploma of Financial Planning - FINSIA