Download this database for offline use

Astute Wealth Planning (sa) Pty ltd

AFS License Number
510062
Name
Astute Wealth Planning (sa) Pty ltd
ABN/ACN/ARBN
98627376434
Licensee issued
Sept. 11, 2018
Address
Rose Park, 5067, SA

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
 Ben Woolvett2004Advanced Diploma of Financial Services - Tribeca Learning ~ Bachelor of Economics - Adelaide University ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Claudio DI Giovanni1995Bachelor of Economics - Flinders University - SA ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University - Vic ~ Kaplan - Ongoing Continuing Education Program - Kaplan Australia