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Assetplan Financial Services Pty ltd

AFS License Number
229613
Name
Assetplan Financial Services Pty ltd
ABN/ACN/ARBN
80092195572
Licensee issued
Sept. 1, 2003
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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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 clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Colin James Taylor1987Certified Financial Planner - FPA ~ Diploma of Financial Planning - RMIT
 Gareth Paul Martin2002Bachelor of Economics - Monash ~ Graduate Dimploma of Financial Planning - Securities Institute of Australia ~ Graduate Diploma of Applied Finance and Investment - Securities Institute of Austaralia ~ Master of Applied Finance - Macquarie University
 Jason Andrew Reynolds2012Bachelor of Commerce - University of Tasmania ~ Certified Financial Planner - FPA ~ Graduate Diploma of Financial Planning - FINSIA ~ Margin Lending Course - Kaplan ~ Self Managed Superannuation Fund Specialisation - Kaplan