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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
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

NameFirst provided adviceQualification and trainings
 Ashleigh Victoria Steeles0Bachelor of Arts - University of Wollongong ~ Bachelor of Commerce Financial Planning - University of Wollongong ~ Ethics and Professionalism in Financial Advice - Kaplan
 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
 Bobby Jed Byrne2022Bachelor of Commerce (Finance & Financial Planning) - Griffith Universtiy
 Bradley Jason Wall1998ASX Securities - Kaplan ~ Bachelor of Business - Griffith University ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tower
 Brooke Riewoldt2021Bachelor of Business - Griffith University ~ Bachelor of Commerce - Griffith University ~ Ethics & Professionalism in Financial Advice - Kaplan
 Cody Nicholas Findlay2018Bachelor of Applied Finance - Macquarie University ~ Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan Professional
 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
 Dominic DE Minaur2011Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ graduate diploma of applied finance - Kaplan
 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
 Joshua Luke Nixon2018Bachelor of Commerce in Financial Planning and Finance - Griffith University ~ Self Managed Superannuation Funds - Kaplan
 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
 Leesa Murphy Swain2021Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology
 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
 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 Trott2014Accredited 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
 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
 Philippa Lee Baker2007ADFP - Kaplan ~ Bachelor of Commerce (Acc/FP) - Griffith Uni ~ Bachelor of Finance - Griffith University ~ Bachelor of Finance - Griffith University ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide
 Troy Anthony Theobald1997Bachelor of Business - Griffith University ~ Certified Financial Planner - FPA ~ Margin Lending - Kaplan ~ SMSF Specialist Pathway Program - Tribeca