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Astute Advisory Services Pty ltd

AFS License Number
337806
Name
Astute Advisory Services Pty ltd
ABN/ACN/ARBN
23136533474
Licensee issued
July 23, 2009
Address
Rockhampton City, 4700, QLD

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
 Deborah Whiting2003Certified Practicing Accountant /CPA Financial Planning Specialist - CPA ~ Chartered Accountant / CA Financial Planning Specialist - Institute of Chartered Accountants ~ RG 146 Compliant - Finance Education Professionals ~ Registered Tax Agent - Tax Practitioners Board ~ SPAA Specialist Adviser - SPAA
 Lee Leng Sim2018Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce (Financial Accounting, Managerial Accounting, Corporate Finance) - University of Western Australia ~ CPA Australia Program - CPA Australia ~ Diploma of Financial Planning - Mentor Education ~ Taxation - Mentor Education