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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
Robina, 4226, 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

NameFirst provided adviceQualification and trainings
 Alisa Pollock2016Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business (Economics) - QUT
 Belinda Jane Marley-wallace2009Diploma of Financial Services (Financial Planning) - KAPLAN
 Belinda Lee Veriton2017Advanced 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
 Bradley Jason Wall1998ASX Securities - Kaplan ~ Bachelor of Business - Griffith University ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tower
 Bruce Kevin Grieve2007Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - University of Port Elizabeth South Africa
 Courtneay Smith2000Bachelor 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 Zigic2006Diploma of Financial Services (FP) - TAFE QLD ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan ~ Self Managed Superannuation Fund - Kaplan
 David John Myers1992ASX Securities - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Finacial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Super Fund Course - Cavendish Superannuation Pty Ltd
 David Jon Barnett2015Bachelor of Commerce (Financial Planning) - University of the Sunshine Coast
 Hugh Stafford Robertson2004Advanced 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 Nguyen2017Bachelor of Commerce - Financial Planning - University of Wollongong
 Jeffrey Mark Thurecht1997ASX Securities - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Australian Executor Trustees
 Jenna Wheeler2009Advanced Diploma of Financial Services - Kaplan ~ DFP5v1 Tax for Financial Advising - Kaplan ~ TASACLv1 Commercial Law - Kaplan
 Joshua Luke Nixon2018Bachelor of Commerce in Financial Planning and Finance - Griffith University
 Julie Anne Knox2011ASX Securities - Kaplan ~ Bachelor of Commerce - University of Wollongong ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Self Managed Super Fund Course - KAPLAN
 Kathryn Fitch-daniels2008Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Services (Financial Planning) - Threesixty ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Self Managed Superannuation Fund - Kaplan
 Marc Brandon Venter2002ASX Securities - Kaplan ~ Bachelor of Business - Griffith University ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tower
 Marshall Brentnall2001ASX Securities - Kaplan ~ Bachelor of Business - University of Technology Sydney ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Self Managed Super Fund Course - Kaplan
 Matthew Last2018Bachelor of Commerce (Management) - University of Wollongong ~ Diploma of Financial Planning - Mentor Education
 Melody Edwards2009ASX 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 Taylor2014Accredited Listed Product Adviser Program - Kaplan ~ Advanced Diploma of Financial Services (FP) - Pinnacle ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Pinnacle ~ Self Managed Super Fund Course - Pinnacle
 Nicola Bernessa Schneider2016Bachelor of Commerce - Griffith University ~ Masters of Financial Planning - Griffith University
 Paul Stuart Shannon Forbes1987Bachelor of Business - Capricornia Institute of Advanced Education ~ Diploma of Financial Planning - FPA ~ Graduate Diploma of Economics - Griffith University ~ Margin Lending - Kaplan
 Rodica Simos2015Certified Financial Planner - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Commerce (Applied Finance) - The University of Adelaide ~ Self Managed Superannuation Funds - Kaplan Professional
 Toni Mcheyzer2018Bachelor of Commerce (Accounting), Financial Planning Major - University of the Sunshine Coast
 Troy Anthony Theobald1997Bachelor of Business - Griffith University ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ SMSF Specialist Pathway Program - Tribeca