Asena Family Office Pty ltd

AFS License Number
412146
Name
Asena Family Office Pty ltd
ABN/ACN/ARBN
151978755
Licensee issued
Nov. 11, 2011
Address
Melbourne, 3000, 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; 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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Kathryn Claire Mcdonald 2013 Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Bachelor of Business - Swinburne Institute of Technology
 Liza Janakievski 2006 Bachelor of Business (Accounting) - Victoria University ~ Certified Practicing Account - CPA Australia ~ Grad Dip Financial Planning - FINSIA ~ Master of Business (Accounting) - Victoria University ~ Registered Tax Agent - Tax Agents Board
 Maddison Price 2012 Bachelor of Commerce (Finance and Financial Planning) - Deakin University ~ Self-Managed Superannuation Funds - Integrity Education Group