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Australia Pacific Funds Management Pty ltd

AFS License Number
339151
Name
Australia Pacific Funds Management Pty ltd
ABN/ACN/ARBN
34132463257
Licensee issued
Sept. 23, 2009
Address
Melbourne, 3000, 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;
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;
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;
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;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Abhishek Bansal2008Advance Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Bachelor of Business (Marketing) - RMIT
 Azhar Kamal2017Diploma of Financial Planning - Monarch Institute
 Bill John Campbell1989Foundation Diploma of Financial Planning - Financial Planning Assocation of Australia
 Frank Pantano2005Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Group ~ Diploma of Financial Services (Financial Planning) - AMP Financial Services ~ Margin Lending & Geared Investments Certificate - Kaplan Education
 John Mathiopoulos2009ASIC RG146 Tier 1 Compliance Prgoram - RMIT University TAFE ~ Certificate IV in Financial Services (Finance/Broking) - AAMC Training Group ~ Certificate IV in Financial Services (Financial Planning) - RMIT University TAFE ~ Certificate IV in Financial Services (Mortgage Broking) - AAMC Training ~ Diploma of Finance & Mortgage Broking Management - Kaplan Professional Education ~ Diploma of Finance and Mortgage Broking Management - Kaplan Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - RMIT University TAFE ~ Margin Lending & Geared Investments - Kaplan Professional ~ Superannuation, Life Insurance, Managed Investments - RMIT ~ THe Finamcial Services Industry Manage Client Services - RMIT
 Mark Ainsworth2010Diploma of Financial Services (Financial Planning) - AAMC Training Group
 Matthew Christopher Kyroussis2016Bachelor of Business - Monash University ~ Diploma of Financial Planning - Kaplan ~ Victorian Certificate of Education - Wesley College
 Michael Kuen Chuan Yong2013Bachelor of Business (Accountancy) - RMIT University ~ Diploma of Financial Services (Financial Planning) - Kaplan Education
 Paul James Mccombe2009Diploma of Financial Services (Finance / Mortgage Broking Management) - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group
 Peter Nicholas Jorgensen2017Bachelor of Business - Chisholm Institute of Technology ~ CPA Certified Practicing Accountant - Australian Society of CPA's ~ Diploma of Financial Planning - Mentor Education
 Ryan Matthew Skeen2016Bachelor of Business - Victoria University ~ Master of Applied Finance - Charles Sturt University ~ Tax Financial Advisor - Tax Practitioners Board
 Victoria Devine2018Diploma of Financial Planning - Kaplan Professional ~ Master of Business Administration - RMIT