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
 Amber Jing Jing Lin 2018 Advanced Diploma of Financial Planning - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Economics - Western Sydney University ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Ashleigh Victoria Steeles 2022 Bachelor of Arts - University of Wollongong ~ Bachelor of Commerce Financial Planning - University of Wollongong ~ Ethics and Professionalism in Financial Advice - Kaplan
 Belinda Jane Marley-wallace 2009 Diploma of Financial Services (Financial Planning) - KAPLAN
 Belinda Lee Veriton 2017 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Science in Engineering - University of Natal ~ Diploma of Financial Planning - Kaplan Education ~ Doctor of Philosophy in the Faculty of Engineering - University of Natal ~ Master of Financial Planning - Kaplan
 Bobby Jed Byrne 2022 Bachelor of Commerce (Finance & Financial Planning) - Griffith Universtiy ~ SMSF Regulations and Taxation - Kaplan Professional
 Bradley Jason Wall 1998 ASX Securities - Kaplan ~ Bachelor of Business - Griffith University ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tower
 Brooke Riewoldt 2021 Bachelor of Business - Griffith University ~ Bachelor of Commerce - Griffith University ~ Ethics & Professionalism in Financial Advice - Kaplan
 Courtneay Smith 2000 Bachelor of Business (Accounting) - University of the Sunshine Coast ~ Certified Financial Planner Program - The Financial Planning Process - FPA ~ Certified Practising Accountant Program - CPA Australia ~ Ethics & Professionalism in Financial Advice - Kaplan
 Darko Zigic 2006 Diploma of Financial Services (FP) - TAFE QLD ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan ~ Self Managed Superannuation Fund - Kaplan
 Hugh Stafford Robertson 2004 Advanced Diploma of Financial Services - Kaplan ~ Bachelor International Finance - Griffith University ~ Certified Financial Planner Program - FPA ~ Masters in Business Administration - Griffith University ~ Masters in Financial Planning - University of Sunshine Coast
 Hung Phi Nguyen 2017 Bachelor of Commerce - Financial Planning - University of Wollongong
 Jasmyn Lorraine Faux 0 ASIC Financial Adviser Exam - ASIC ~ Bachelor of Business and Commerce (Property) - Western Sydney University ~ Graduate Diploma of Financial Planning - Kaplan Higher Education
 Jeffrey Mark Thurecht 1997 ASX Securities - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Australian Executor Trustees
 Joshua Luke Nixon 2018 Bachelor of Commerce in Financial Planning and Finance - Griffith University ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan
 Marc Brandon Venter 2002 ASX Securities - Kaplan ~ Bachelor of Business - Griffith University ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tower
 Marshall Brentnall 2001 ASX Securities - Kaplan ~ Bachelor of Business - University of Technology Sydney ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Self Managed Super Fund Course - Kaplan
 Melody Edwards 2009 ASX Securities - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending - Kaplan ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Super Fund Course - Kaplan
 Mia Cherie Trott 2014 Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Services (FP) - Pinnacle ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Super Fund Course - Pinnacle
 Nicholas Georgopoulos 2016 Bachelor of Commerce - Griffith University ~ Debt Strategies - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Nicola Bernessa Baxter 2016 Bachelor of Commerce - Griffith University ~ Masters of Financial Planning - Griffith University
 Paul Stuart Shannon Forbes 1987 Bachelor of Business - Capricornia Institute of Advanced Education ~ Diploma of Financial Planning - FPA ~ Graduate Diploma of Economics - Griffith University ~ Margin Lending - Kaplan
 Troy Anthony Theobald 1997 Bachelor of Business - Griffith University ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ SMSF Specialist Pathway Program - Tribeca
 Virginia Ciara Schreiber 2023 ASIC Financial Adviser Exam - ASIC ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Fund - Kaplan