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Aura Wealth Pty Ltd.

AFS License Number
380552
Name
Aura Wealth Pty Ltd.
ABN/ACN/ARBN
34122486935
Licensee issued
Dec. 14, 2010
Address
Brighton, 3186, 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;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products limited to:
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;
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;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products limited to:
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;
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Abhay Kapoor2009Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan Professional Education ~ Master of Business (Accountancy) - University of South Australia
 Adrian Peter Pinkewich2017Advising in SMSFs - CPA Australia - RTO ~ Bachelor of Commerce - Macquarie University ~ CPA Program - CPA Australia ~ Diploma of Financial Planning - CPA Australia ~ Registered Tax Agent - Tax Practitioners Board
 Benjamin Malkki2018Bachelor of Commerce (Finance & Financial Planning) - University of Wollongong
 Benjamin-charles Vella2017Bachelor of Commerce (Accounting and Finance) - Notre Dame Australia ~ Diploma of Financial Planning - Mentor Education ~ Graduate Diploma Chartered Accountancy - ICAANZ
 Blair James Connor2000Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Boqi Zhang2017Bachelor of Science (Mathematics) - Shanghai Jiaotong University School of Mathematics ~ Core 1 Securities & Managed Investments Accreditation Program - Stockbrokers Association of Australia ~ Margin Lending Accreditation Program - Stockbrokers Association of Australia ~ Master of Commerce (Financial Econometrics) - University of New South Wales ~ Master of Philosophy (Banking and Finance) - University of New South Wales
 Brady Richard Black2005Bachelor of Applied Finance - University of New England ~ Certificate 4 in Insurance Broking - ANZ Institute of Insurance and finance ~ Graduate Diploma of Financial Services - Securities Institute of Australia ~ Self Managed Superannuation Funds - Kaplan Professional
 Clinton Michael Lindqvist201111th Annual Superannuation Intensive - The Tax Institute ~ Advanced Diploma of Accounting - NSW TAFE ~ Diploma of Financial Services - The Carlyle Institute Pty Ltd ~ Quarterly Network Seminar - DBA Lawyers ~ Quarterly Network Seminar - DBA Lawyers
 Daniel Luke Diprose2008Advanced Diploma Financial Planning - Mentor Education ~ Diploma Financial Services Financial Planning - Mentor Education ~ Diploma of Finance and Mortgage Broking Management - AAMC Training Group ~ Self Managed Superannuation Funds - Mentor Education Group
 Daniel Robert Uden2016Accountants Self-Managed Superannuation Funds - Kaplan ~ Bachelor of Business (Accounting) - Charles Sturt University
 Darren Mclaine1980Diploma of Financial Services (Financial Planning) - PS146 Training Australia
 David John Loughnan2014Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education ~ Provide Advice in Margin Lending - Mentor Education ~ Provide Advice in Self Managed Superannuation Funds - Mentor Education
 David Kuok Leong Chong2013Adv. Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services ~ Bachelor of Business - University of Technology Sydney ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor
 David Phoutasack Sengchansavang2007Advanced Diploma Financial Planning FNS60404 - Mentor Education Group ~ Diploma Financial Planning FNS50804 - Mentor Education Group ~ Graduate-Certificate Financial Planning - Griffith University ~ Master of Financial Planning - Griffith University
 Dimuth Sunanda Samarasinghe2010Bachelor of Business (Accounting) - Washington International University ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - TMA ~ Diploma of Financial Services (Financial Planning) - Traineeship Management Australia ~ Diploma of Management - University of Waikato ~ Self Managed Super Fund Course - AAMC
 Gareth Cecil Tomlinson2015ALPA - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Business Management & Economics) - Charles Sturt University (CSU) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional
 Grant Neil Scully2005Bachelor of Business (Finance & Financial Planning) - Southern Cross University & RMIT University ~ Bachelor of Business (Finance & Financial Planning) - Southern Cross University & RMIT University ~ Certified Financial Planner - FPA ~ Certified Financial Planner - FPA ~ Kaplan ASX Markets Responsible Executive - Kaplan ~ Kaplan ASX Markets Responsible Executive - Kaplan ~ Kaplan Self Managed Super Funds - Kaplan ~ Kaplan Self Managed Super Funds - Kaplan
 Ian Macpherson2008Bachelor of Commerce - Melbourne University
 Isaac Kanyike Ddamba2006Bachelor of Accounting - University of Botswana ~ Diploma of Financial Planning - Pinnacle Financial Services ~ Master of Commerce (Banking & Finance) - Queensland University of Technology ~ Self Managed Superannuation Funds - Kaplan Professional ~ Taxation and Estate Planning (AFP1) - Kaplan Professional
 James Robert Kelsey2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Economics - University of Queensland ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Jerome Anthony Ryle DE Kretser2011Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Jodie Nolan1998Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) ~ Graduate Certificate in Business - Queensland University of Technology ~ Master of Business (Applied Finance) - Queensland University of Technology
 John Francis Scott1999Diploma of Financial Planning - Kaplan Professional
 John Kalla2011Advanced Diploma of Financial Planning - Investment Banking Institute ~ Diploma of Financial Planning - Investment Banking Institute ~ Master of Business Administration - University of Canberra ~ Self Managed Superannuation Funds - Kaplan Professional
 Laurelle Bryce2014Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ SMSF - Cavendish & ICFS Specialist ~ SMSF - Cavendish & ICFS Specialist
 Leslie Josh Eisemann1996CFP Certification Program - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan
 Ling Yao2000Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology
 Mai Cai2001Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology
 Matthew Edward Byrne2005ASX Accredited Listed Products Adviser - Kaplan ~ Bachelor of Business - University of Technology Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Self Managed Super Fund - Kaplan
 Michael Robert Birnie2017ASX Listed Investment Products Accreditation Course - LPAC Online ~ Diploma of Financial Planning - Monarch Institute
 Michael Sik2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending - Kaplan ~ Master of Applied Finance - Kaplan Higher Education Pty Ltd ~ Self Managed SuperFunds - Kaplan
 Mithad Destanovic2007Diploma of Financial Planning - AAMC Training Group ~ Self Managed Superannuation Funds - AAMC Training Group
 Nicholas Savonoff2015Diploma of Financial Planning - International Institute of Technology
 Ozan Gumus2015Bachelor of Business - Victoria University of Technology ~ Diploma of Financial Planning - AAMC Training Group ~ Self Managed Superannuation Funds - AAMC Training Group
 Pasquale Rocca2016Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Patrick James Dysart2013Advanced Diploma - Financial Planning - INTERNATIONAL INSTITUTE OF TECHNOLOGY ~ Diploma - Financial Planning - INTERNATIONAL INSTITUTE OF TECHNOLOGY ~ Self Managed Superannuation Fund Adviser (Personal Advice) - MENTOR
 Prasanna Iyer2018Diploma of Financial Planning - Integrity Education Group
 Quang Tran2006ASX Listed Products Accreditation Course, Certificate of Completion - LPAC Online ~ ASX Listed Products Accreditation Course, Certificate of Completion - LPAC Online ~ Diploma of Financial Services (Finance/Mortgage Broking Managment) - The National Finance Institute ~ Diploma of Financial Services (Finance/Mortgage Broking Managment) - The National Finance Institute ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Raffi Sheohmelian1997Bachelor of Business (Accounting) - Deakin University ~ Diploma of Financial Services - Pinnacle Financial Services Academy Pty Ltd
 Robert Aleksandar Jonovski2015Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Bachelor of Commerce (Marketing) - University of Wollongong ~ DFP5V4 Tax for Financial Advising - Kaplan Professional ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 SU Zhen WU1999Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ ITT_DFS(FP) - International Institute of Technology
 Shane Clint Martin2008Cert IV in Financial Services (Finance\Mortgage Broking) - Tafe NSW ~ Diploma in Financial Planning - Pinnacle Financial Services Academy
 Shane Patrick Duff2006ASIC Listed Pridcuts Accreditaiton Course, Certificate of Completion - LPAC Online ~ ASIC Listed Pridcuts Accreditaiton Course, Certificate of Completion - LPAC Online ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - the National Finance Institute ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - the National Finance Institute ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan ~ Margin Lending and Geared Investments - Kaplan
 Shuxia Philip Wang2019Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Finance - Macquarie University
 Timothy Daniel Bryce2006Diploma of Financial Services - Train Track ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ SMSF Specialist Advisor - SPAA
 Tracy Anne Camm2018ADFS - Monarch Institute ~ DFP/DFS - Monarch Institute
 Vito Ventura1973Advanced Diploma - Financial Planning - Deakin Financial Service ~ Advanced Diploma - Financial Planning - Deakin Financial Service