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Australia National Investment Group Pty ltd

AFS License Number
522028
Name
Australia National Investment Group Pty ltd
ABN/ACN/ARBN
40636343630
Licensee issued
June 15, 2020
Address
Sydney, 2000, 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
 Ari Ben Moses2015Bachelor of Business Administration - Ritsumeikan Asia Pacific University ~ Diploma of Financial Planning - Pinnacle ~ Tax for Financial Advising - Kalan
 Blake Alexander Paul Sloane2015Bachelor of Business & Commerce (Applied Finance) - University of Western Sydney ~ Diploma of Finnacial Planning - Pinnacle ~ SMSF Accreditation - Pinnacle Financial Services Academy
 Dane Maistry2015Bachelor of Financial Advising - University of Western Sydney ~ Bachelor of Financial Advising - University of Western Sydney
 Jamie Jenasi2014Diploma of Financial Planning - International Institute of Technology ~ Self Managed Superannuation Funds - International Institute of Technology
 Lancelot Craig Smith1989Master of Commerce (Financial Planning) - The University of Western Sydney ~ Professional Certificate in Self-Managed Superannuation Funds - The University of Adelaide ~ SMSF Specialisation Advisor - #5308 - SPAA - SMFS Professional's Association of Australia
 Manpreet Banga2018Bachelor of Business and Commerce (Applied Finance) - University of Western Sydney ~ Bachelor of Laws - University of Western Sydney ~ Diploma of Financial Planning - Kaplan Professional
 Martin Jandera2000Certified Financial Planner Program - Financial Planning Association of Australia ~ Diploma Financial Planning - Financial Planning Association of Australia ~ Estate Planning - UTS Faculty of Law ~ SMSF Association Specialist Accreditation Program - SPAA
 Martin William Reyment2006Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Peter John Walsh2010Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Troy Daniel Mahoney2014Bachelor Commerce - The University of Newcastle ~ Bachelor Commerce - The University of Newcastle ~ Diploma of Fiancial Services (Financial Planning) - Tribeca ~ Diploma of Fiancial Services (Financial Planning) - Tribeca
 Zhi Cheng Huang2012Advanced Diploma Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce - Monash University ~ Diploma Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending - Pinnacle Financial Services Academy