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

Name First provided advice Qualification and trainings
 Ari Ben Moses 2015 Bachelor of Business Administration - Ritsumeikan Asia Pacific University ~ Diploma of Financial Planning - Pinnacle ~ Tax for Financial Advising - Kalan
 Blake Alexander Paul Sloane 2015 Bachelor of Business & Commerce (Applied Finance) - University of Western Sydney ~ Diploma of Finnacial Planning - Pinnacle ~ SMSF Accreditation - Pinnacle Financial Services Academy
 Brendan Murtagh 0 Bachelor of Commerce (Finance and Accounting) - University of Newcastle ~ Bachelor of Innovation and Entrepreneurship - University of Newcastle ~ Graduate Diploma in Financial Planning - Kaplan
 Cameron Robert Stuart 2012 ASX Listed Product Accreditation Course - LPAC ~ ASX Listed Product Accreditation Course - LPAC ~ Advanced Diploma of Financial Services - FINSIA ~ Advanced Diploma of Financial Services - FINSIA ~ BEc (Maj. Finance & Economics) - Macquarie University ~ BEc (Maj. Finance & Economics) - Macquarie University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Christy Ann Marshall 2017 Diploma of Financial Planning - Monarch Institute ~ Mortgage and Finance Broker - Realestate Academy Australia
 Damian Francis Smith 2000 ASX Listed Product Accreditation Course - LPAC ~ ASX Listed Product Accreditation Course - LPAC ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ SMSF Specialist Advisor - SMSF Association & Kaplan Professional ~ SMSF Specialist Advisor - SMSF Association & Kaplan Professional
 Faisal Rahman 2008 Advanced Diploma Of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional
 Gerard Baker 1987 Advanced Financial Planning - IPAC ~ Entry Level Competencies - Tribeca Learning (Australia) Pty Ltd ~ Risk Management - Integratec (Australia) Pty Ltd ~ Superannuation and Retirement Planning - Integratec (Australia) Pty Ltd
 Gregory Mcloughlin 2011 Bachelor of Business (Accounting) - University of Western Sydney ~ Master of Commerce (Financial Planning) - University of Western Sydney
 Harris Hagias 2008 Graduate Diploma in Global Wealth Management - University of Adelaide ~ RG146 Margin Lending - MLC ThreeSixty
 Jack Haddad 2016 Bachelor Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ SMSF Reg and Taxation - Kaplan
 Jamie Jenasi 2014 Diploma of Financial Planning - International Institute of Technology ~ Self Managed Superannuation Funds - International Institute of Technology
 Jayden Zane Adams 2023 ASX Listed Products - LPAC Online ~ Bachelor of Commerce (Financial Planning) - University of the Sunshine Coast ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending Specialist - Kaplan
 Lancelot Craig Smith 1989 Master 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
 Lorena Millett 2005 ASX Accredited Listed Products Adviser (ALPA) Program - LPAC ~ ASX Accredited Listed Products Adviser (ALPA) Program - LPAC ~ Cavendish & ICFS Specialist SMSF Course - Cavendish & ICFS ~ Cavendish & ICFS Specialist SMSF Course - Cavendish & ICFS ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Manpreet Banga 2018 Bachelor of Business and Commerce (Applied Finance) - University of Western Sydney ~ Bachelor of Laws - University of Western Sydney ~ Diploma of Financial Planning - Kaplan Professional
 Mark Brogan 2006 Advanced Diploma in Financial Planning - Kaplan Professional Education ~ FPA Foundation DFP - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Martin Jandera 2000 Certified 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 Reyment 2006 Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Natalie Elizabeth Conroy 2007 Advanced Diploma of Financial Services (Financial Planning) - KAPLAN ~ Bachelor of Commerce - Curtin University ~ CFP - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - KAPLAN ~ SMSF accreditation - KAPLAN
 Peter John Walsh 2010 Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Samuel Byrne 2018 Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - Macquarie University ~ Diploma of Financial Planning - Kaplan
 Troy Daniel Mahoney 2014 Bachelor 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
 Tyler Jacobs 2023 Master of Financial Planning - Griffith University
 Zhi Cheng Huang 2012 Advanced 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