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 2008 - Bachelor of Economics - - Western Sydney University ~ 2012 - Diploma of Financial Planning - - Kaplan ~ 2014 - Advanced Diploma of Financial Planning - - Kaplan ~ 2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Ashleigh Victoria Steeles 2022 2019 - Bachelor of Arts - Bachelor Degree (AQF 7) - University of Wollongong ~ 2019 - Bachelor of Commerce Financial Planning - Bachelor Degree (AQF 7) - University of Wollongong ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Belinda Jane Marley-wallace 2009 2008 - Diploma of Financial Services (Financial Planning) - - KAPLAN
 Belinda Lee Veriton 2017 1998 - Bachelor of Science in Engineering - - University of Natal ~ 2003 - Doctor of Philosophy in the Faculty of Engineering - - University of Natal ~ 2015 - Diploma of Financial Planning - - Kaplan Education ~ 2016 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2019 - Master of Financial Planning - - Kaplan
 Bradley Jason Wall 1998 1993 - Bachelor of Business - - Griffith University ~ 2000 - Certified Financial Planner - - FPA ~ 2004 - Self Managed Super Fund Course - - Tower ~ 2008 - ASX Securities - - Kaplan ~ 2010 - Margin Lending - - Kaplan
 Brooke Riewoldt 2021 2018 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University ~ 2018 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University ~ 2020 - Ethics & Professionalism in Financial Advice - Diploma (AQF 5) - Kaplan
 Courtneay Smith 2000 1999 - Bachelor of Business (Accounting) - - University of the Sunshine Coast ~ 2001 - Certified Financial Planner Program - The Financial Planning Process - - FPA ~ 2001 - Certified Practising Accountant Program - - CPA Australia ~ 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
 Darko Zigic 2006 2006 - Diploma of Financial Services (FP) - - TAFE QLD ~ 2015 - Graduate Diploma of Financial Planning - - Kaplan ~ 2016 - Master of Financial Planning - - Kaplan ~ 2017 - Self Managed Superannuation Fund - - Kaplan
 Hugh Stafford Robertson 2004 2003 - Bachelor International Finance - - Griffith University ~ 2004 - Advanced Diploma of Financial Services - - Kaplan ~ 2006 - Masters in Financial Planning - - University of Sunshine Coast ~ 2008 - Certified Financial Planner Program - - FPA ~ 2013 - Masters in Business Administration - - Griffith University
 Hung Phi Nguyen 2017 2015 - Bachelor of Commerce - Financial Planning - - University of Wollongong
 Jasmyn Lorraine Faux 2024 2018 - Bachelor of Business and Commerce (Property) - Bachelor Degree (AQF 7) - Western Sydney University ~ 2021 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Kaplan Higher Education ~ 2022 - ASIC Financial Adviser Exam - Other - ASIC
 Jeffrey Mark Thurecht 1997 2001 - Diploma of Financial Planning - - FPA ~ 2004 - Certified Financial Planner - - FPA ~ 2005 - Self Managed Super Fund Course - - Australian Executor Trustees ~ 2009 - ASX Securities - - Kaplan ~ 2010 - Margin Lending - - Kaplan
 Joshua Luke Nixon 2018 2018 - Bachelor of Commerce in Financial Planning and Finance - - Griffith University ~ 2022 - Self Managed Superannuation Funds - Other - Kaplan ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Marc Brandon Venter 2002 1999 - Bachelor of Business - - Griffith University ~ 2004 - Self Managed Super Fund Course - - Tower ~ 2009 - ASX Securities - - Kaplan ~ 2010 - Margin Lending - - Kaplan ~ 2013 - Certified Financial Planner - - FPA
 Marshall Brentnall 2001 1996 - Bachelor of Business - - University of Technology Sydney ~ 2001 - Diploma of Financial Planning - - FPA ~ 2002 - Certified Financial Planner - - FPA ~ 2009 - ASX Securities - - Kaplan ~ 2010 - Self Managed Super Fund Course - - Kaplan
 Melody Edwards 2009 2010 - Graduate Diploma of Financial Planning - - Kaplan ~ 2012 - Margin Lending - - Kaplan ~ 2014 - ASX Securities - - Kaplan ~ 2014 - Self Managed Super Fund Course - - Kaplan ~ 2016 - Master of Financial Planning - - Kaplan Professional
 Mia Cherie Trott 2014 2012 - Advanced Diploma of Financial Services (FP) - - Pinnacle ~ 2013 - Self Managed Super Fund Course - - Pinnacle ~ 2014 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional ~ 2015 - Accredited Listed Product Adviser Program - - Kaplan ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Nicholas Georgopoulos 2016 2016 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2021 - Self Managed Superannuation Funds - Other - Kaplan Professional ~ 2022 - Debt Strategies - Other - Kaplan Professional ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Nicola Bernessa Baxter 2016 2013 - Bachelor of Commerce - - Griffith University ~ 2019 - Masters of Financial Planning - Masters Degree (AQF 9) - Griffith University
 Paul Luu 2005 2004 - Bachelor of Commerce (Applied Finance & Actuarial Studies) - - Macquarie University ~ 2005 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2009 - Taxation Planning - - Kaplan ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2021 - Ethics and Professionalism in Financial Advice - Graduate Certificate (AQF 8) - Kaplan Professional
 Troy Anthony Theobald 1997 1997 - Bachelor of Business - - Griffith University ~ 2000 - Certified Financial Planner - - FPA ~ 2007 - SMSF Specialist Pathway Program - - Tribeca ~ 2011 - Margin Lending - - Kaplan
 Virginia Ciara Schreiber 2023 2023 - ASIC Financial Adviser Exam - Other - ASIC ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2023 - Self Managed Superannuation Fund - Other - Kaplan