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Aussie Wealth Super Pty ltd

AFS License Number
462579
Name
Aussie Wealth Super Pty ltd
ABN/ACN/ARBN
54164973540
Licensee issued
Sept. 5, 2014
Address
Burwood, 2134, NSW

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; 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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Alexander Mcmillan2016Bachelor of Business (Finance) - University of Technology, Sydney ~ Diploma of Financial Planning - Pinnacle
 Angus Taylor2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business Management - University of Queensland ~ Diploma of Financial Planning - Kaplan Professional Education
 Lindsay Graham Yelland2002Charted Financial Planner - FPA ~ Diploma of Business (Real Estate) - Real Estate Institute NSW ~ Diploma of Financial Planning - FPA