Download this database for offline use

Asparq Private Wealth Pty ltd

AFS License Number
228914
Name
Asparq Private Wealth Pty ltd
ABN/ACN/ARBN
77085878897
Licensee issued
May 16, 2003
Address
Camberwell, 3124, 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;
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;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
interests in managed investment schemes limited to:
MDA services; and
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
 Alexander Nakonechnyy2016Bachelor of Finance - La Trobe ~ Bachelor of Finance - La Trobe University ~ CFP Certification Program - Financial Planning Association ~ Diploma of Financial Planning - Kaplan Professional
 David Camilo Perez Estupinan2014CFP Certificate - FPA ~ Master of Professional Accounting - Deakin University ~ Masters of International Finance (Financial Planning) - Deakin University ~ Masters of International Finance (Financial Planning) - Deakin University ~ Masters of Professional Accounting - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional
 Graeme Ali2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Fellow Chartered Financial Practitioner (FChFP) - AFA
 Herbert Josef Weber1998Banking & Finance Professional Diploma - Kaufmaennische Berufsschule, Switzerland ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Gearing Specialist - Kaplan ~ SMSF Specialist - Mentor Education
 Mark Paul Buisman2005Advanced Diploma - Financial Planning - Tribeca Education and Training ~ Bachelor Degree (Hons) - Business - Swinburne University of Technology ~ Certified Financial Planning - Financial Planning Association of Australia ~ Diploma - Financial Planning - Tribeca Education and Training ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional
 Michael Peel2000Bachelor of Economics - University of Queensland ~ CFP Accreditation - Deakin ~ Post Grad Diploma Applied Finance & Investment - SIA ~ Post Grad Diploma Financial Planning - SIA