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Atlas Wealth Management Pty ltd

AFS License Number
471653
Name
Atlas Wealth Management Pty ltd
ABN/ACN/ARBN
98152187098
Licensee issued
March 10, 2015
Address
Southport, 4215, 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;
derivatives;
debentures, stocks or bonds issued or proposed to be issued by a government;
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;
derivatives;
debentures, stocks or bonds issued or proposed to be issued by a government;
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
 Brett Anthony Evans2001Bachelor of Commerce - Bond University ~ Graduate Diploma of Financial Planning - Kaplan Australia ~ Professional Diploma of Stockbroking - Deakin University
 Daniel Paul Hackett2014Bachelor of Business (Accounting Major) - Australian Catholic University ~ Diploma of Financial Planning - International Institute of Technology ~ Introduction to Securities & Investment (International) - Chartered Institute for Securities & Investment ~ Master of Commerce - RMIT University
 James Ridley2015B.Comm - Griffiths Uni
 Mitchell Kelsey2018Bachelor of Commerce - Griffith University ~ Diploma of Financial Planning - Kaplan