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  3. Asvw Financial Services Pty ltd

Asvw Financial Services Pty ltd

AFS License Number
446176
Name
Asvw Financial Services Pty ltd
ABN/ACN/ARBN
27007261083
Licensee issued
Nov. 27, 2013
Address
Cheltenham, 3192, 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;
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
 Angela Menendez2010ASX Listed Products Accreditation Course (LPAC) - LPACOnline ~ Bachelor of Commerce (Accounting) - The Univeristy of Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Applied Finance - Major in Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Anthony D'alessandro1995Advanced Diploma Financial Services (Financial Planning) - Tribeca ~ Diploma Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super Funds Strategies Intensive Borrowing Course - SMSF Strategies
 Christian Moar2003Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Accounting/Economics) - Charles Sturt University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self-Managed Superannuation Funds - Kaplan Professional
 Conrad Greer1990Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma - Financial Planning - tribeca ~ Diploma - financial advising - securities institute ~ Diploma - financial services - tribeca ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Damien Griffiths2003Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ SMSF Accreditation - Terra Cordis
 Darcy Catherine Krenn2021Bachelor of Business (Economics & Finance) - RMIT University ~ Financial Advisory Practice - RMIT University ~ Risk, Insurance and Social Security - RMIT University
 David Michael Posterino2014Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce (Majoring Accounting, Finance and Financial Planning) - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional
 Deanne Maree Eriksen2018Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Denis Durand2000Bachelor of Economics - La Trobe University ~ Diploma of Financial Planning - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan
 Elise Maree Hamill2008Bachelor of Commerce Applied Finance (Planning) - University of Wollongong ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan Professinal ~ Master of Applied Finance (Major Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professinal
 Eujoon Lim2013Advanced Diploma of Financial Planning - Integrity Education Group ~ Bachelor of Business (Financial Risk Management) - Monash University ~ FNS50611 Diploma of Financial Planning - Integrity Education Group ~ Masters of Applied Econometrics - Monash University
 Giuseppe Cardamone2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Giuseppe Scarmozzino2012Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Glenn David Trickey2003Advanced Diploma Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Super Funds - Tribeca
 Jacques Christopher Desire2007Bachelor of Business (Economics & Finance) - RMIT ~ Graduate Diploma of Financial Planning - FINSIA ~ SMSF Specialist Advisors (SSA) - SMSF Association
 Kosta Atanasov2006Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Bachelor of Business - Victoria University ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Kurt Fitzgibbon2000Accredited Aged Care Professional - Aged Care Steps ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super Funds - SMSF Strategies
 Maksym Mashkivskyy0Graduate Diploma of Financial Planning - Kaplan Professional
 Mutlu Celepci2004Advanced Diploma Financial Services (Financial Planning) - Financial Services Institute of Australasia (Finsia) ~ Self Managed Super Funds - SMSF Strategies
 Natalee Catherine Cacozza2018Accredited Listed Product Adviser Program - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Nicholas Bregolin2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Commerce - Sydney Institute of Business and Technology ~ Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Paul Anthony Davis1993Advanced Diploma of Financial Planning - Mentor education ~ Associate CIP - Australian and New Zealand Institute of Insurance and Finance ~ Diploma Financial Planning (Financial Planning, Risk Management and Insurance, Estate Planning) - Deakin University ~ Statement of Attainment (Superannuation & Retirement Planning, Investment Planning) - Integratec
 Sam Koranias2016Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor Business(Financial Planning) - La Trobe University
 Serhan Aslan2018Associate Degree in Business - RMIT ~ Diploma of Financial Planning - RMIT
 Sotos Zervides2000Bachelor of Arts - Phillip Institute of Technology ~ Diploma of Financial Advising - Securities Institute ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Stephen Paul Gorrie2000Bachelor of Financial Adminstration - The University of New England ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ SMSF Specialist Accreditation Course - SMSF Strategies
 Steven Colin Johnstone2003Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business - University of Western Sydney ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending - MLC
 Stuart Abley1995Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - FPA ~ Margin Lending & Geared Investments - Kaplan
 Terry Domenico Sofra2018Certified Financial Planner - FPA ~ Certified Practicing Accountant - CPA
 Terry Panigiris1988ASX Listed Products Accreditation Course - LPACOnline ~ Bachelor of Business - The New South Wales Institute of Technology ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA
 Yagmur Tracey Sofra1999Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA)