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 - - University of Natal ~ 2003 - Doctor of Philosophy in the Faculty of Engineering - - University of Natal ~ 2016 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professionals
 Bradley Jason Wall 1998 1993 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University ~ 2000 - Certified Financial Planner - Professional Designations - FPA ~ 2004 - Self Managed Super Fund Course - - Tower ~ 2008 - ASX Securities - - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 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 and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2024 - SMSF Regulations and Taxation - Professional Designations - Kaplan Professional
 Courtneay Smith 2000 1999 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - University of the Sunshine Coast ~ 2001 - Certified Financial Planner Program CFP B - Bridging Course - Regulation & Legal Obligations - FPA ~ 2001 - Certified Practising Accountant Program - Bachelor Degree (AQF 7) - CPA Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2024 - Accredited Listed Product Adviser Program - Other - 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
 Jack Sweeting 2025 2022 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
 Joshua Luke Nixon 2018 2018 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 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 - Bachelor Degree (AQF 7) - Griffith University ~ 2004 - Self Managed Super Fund Course - - Tower ~ 2009 - ASX Securities - - Kaplan ~ 2013 - Certified Financial Planner - Professional Designations - FPA ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 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 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2024 - SMSF Regulation and Taxation - Professional Designations - Kaplan Professional
 Troy Anthony Theobald 1997 1997 - Bachelor of Business - - Griffith University ~ 2000 - Certified Financial Planner - Professional Designations - FPA ~ 2007 - SMSF Specialist Pathway Program - - Tribeca ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professionals ~ 2024 - Accredited Listed Product Adviser Program - Other - Kaplan Professionals