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Ashfords Wealth Advisors Pty ltd

AFS License Number
226184
Name
Ashfords Wealth Advisors Pty ltd
ABN/ACN/ARBN
93086288306
Licensee issued
March 3, 2003
Address
Dingley Village, 3172, 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
 Andrew Brown2005Bachelor of Business (Financial Planning) - RMIT University ~ Certified Financial Planner - Financial Planning Association
 Calvin Mcleod2018Bachelor of Business & Commerce - Monash University ~ Diploma of Financial Planning - Integrity Education
 Leang Sao2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan
 Michael Ryan1992Bachelor of Business - Swinburne University of Technology ~ CERTIFIED FINANCIAL PLANNER - FPA ~ SMSF Specialist Advisor - SMSF Association
 Richard John Vaughan2011Advanced Diploma in Financial Planning - Kaplan ~ SMSF Specialist Advisor - SMSF Association
 Tim Kay2009Advanced Certificate in General Insurance - Swinburne University ~ Certificate IV in Financial Services - Swinburne University ~ Certified Insurance Professional - Australian and New Zealand Institute of Insurance and Finance ~ Chartered Life Practitioner - Mentor Education ~ Diploma of Financial Planning - Integratec