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Australian Adviser Group Pty ltd

AFS License Number
512401
Name
Australian Adviser Group Pty ltd
ABN/ACN/ARBN
55626952627
Licensee issued
Jan. 30, 2019
Address
Milton, 4064, 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;
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;
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
 Angelo Maglieri2000Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 Craig Fenton1991Certified Financial Planner (CFP) - Financial Planning Association (FPA)
 Desmond Sykes2000Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ RG146 Margin Lending - GWM Adviser Services
 Dwayne Hameister2003Advanced Diploma Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) - Tribeca ~ RG146 Margin Lending - GWM Adviser Services
 Gregory Charles Schmidt2003Advanced Diploma Financial Services (Financial Planning) FNS60404 - Mentor Education Group ~ Bachelor of Business - University of Queensland ~ RG146 Margin Lending - MLC ThreeSixty
 Paolo Giovanni Betti1993Diploma Financial Planning - Financial Planning Association (FPA) ~ RG146 Margin Lending - GWM Adviser Services
 Timothy James Swainston2018Bachelor Business Commerce (Applied Finance) - Western Sydney University ~ Diploma Financial Planning FNS50615 - Monarch Institute