Australian Advice Network Pty ltd

AFS License Number
472901
Name
Australian Advice Network Pty ltd
ABN/ACN/ARBN
13602917297
Licensee issued
April 20, 2015
Address
Bundall, 4217, QLD

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

Name First provided advice Qualification and trainings
 Belinda Lee Veriton 2017 1998 - Bachelor of Science in Engineering - Bachelor Degree (AQF 7) - University of Natal ~ 2003 - Doctor of Philosophy in the Faculty of Engineering - Doctoral Degree (AQF 10) - University of Natal ~ 2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Ltd ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
 Bradley Jason Wall 1998 1993 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University ~ 2000 - Certified Financial Planner - Professional Designations - FPA ~ 2004 - Certificate in Applied Self Managed Super Fund Advice - Other - Tower Trust ~ 2009 - ASX Accredited Listed Products Adviser (ALPA) - Other - Kaplan Higher Education Pty Ltd ~ 2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
 Brooke Riewoldt 2021 2018 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University ~ 2018 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University ~ 2020 - FCP002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd ~ 2024 - SMSF Regulations and Taxation - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd
 Courtneay Smith 2000 1999 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - University of the Sunshine Coast ~ 2001 - CFPB The Process of Financial Planning (CFP Professional Education Program) - Other - FPA ~ 2001 - Certified Practicing Accountants Program - Professional Designations - Certified Public Accountants of Australia Pty Ltd (CPA) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd ~ 2024 - Accredited Listed Product Adviser Program - Other - Kaplan Higher Education Pty Ltd
 Darko Zigic 2006 2006 - Diploma of Financial Services - Diploma (AQF 5) - TAFE Qld ~ 2015 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd ~ 2016 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd ~ 2017 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Ltd ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
 Jack Sweeting 2025 2022 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University
 Joshua Luke Nixon 2018 2018 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - Griffith University ~ 2018 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd ~ 2022 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Ltd ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd
 Marc Brandon Venter 2002 1999 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University ~ 2004 - Certificate in Applied Self Managed Super Fund Advice - Other - Tower Trust ~ 2009 - ASX Accredited Listed Products Adviser (ALPA) Program - Other - Kaplan Higher Education Pty Ltd ~ 2013 - Certified Financial Planner - Professional Designations - FPA ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
 Nicola Bernessa Baxter 2016 2013 - Bachelor Of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd ~ 2024 - SMSF Regulations and Taxation - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd
 Troy Anthony Theobald 1997 1997 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University ~ 2000 - Certified Financial Planner - Professional Designations - FPA ~ 2007 - SMSF Specialist Pathway Program - Other - Tribeca ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd ~ 2024 - Accredited Listed Product Adviser Program - Other - Kaplan Higher Education Pty Ltd