Download this database for offline use

Aspirations Private Wealth Pty ltd

AFS License Number
503889
Name
Aspirations Private Wealth Pty ltd
ABN/ACN/ARBN
57622182076
Licensee issued
March 15, 2018
Address
Miranda, 2228, NSW

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:
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;
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;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Don Changson2017Bachelor of Business (Accounting & Finance) - University of Technology Sydney (UTS) ~ Diploma of Financial Planning - Kaplan Professional
 Hendrik Anthony Arendsen2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Economics - Monash University ~ Diploma of Financial Services (Financial Planning) - Traineeship Management Australia (TMA) ~ Ethics and Professionalism in Financial Advice - Kaplan
 Michael Charles Barker1999Chartered Financial Practitioner - AFA ~ Diploma of Financial Planning - Deakin University