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Australian Executor Trustees Limited

AFS License Number
240023
Name
Australian Executor Trustees Limited
ABN/ACN/ARBN
84007869794
Licensee issued
March 10, 2004
Address
Adelaide, 5000, SA

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;
derivatives;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products limited to:
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;
interests in managed investment schemes limited to:
MDA services;
securities;
standard margin lending facility; and
superannuation;
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
derivatives;
life products limited to:
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;
interests in managed investment schemes limited to:
MDA services;
securities;
standard margin lending facility; and
superannuation; and
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;
derivatives;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products limited to:
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;
interests in managed investment schemes limited to:
MDA services;
securities;
standard margin lending facility; and
superannuation;
operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
schemes which only hold the following types of property:
derivatives;
financial assets; and
mortgages; and
IDPS-like schemes;
provide the following custodial or depository services:
operate investor directed portfolio services (each of which is referred to as the IDPS); and
operate custodial or depository services other than investor directed portfolio services; and
provide traditional trustee company services:
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Julie Robyn Steed2005Bachelor of Economics - University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Superannuation Management - The Association of Superannuation Funds of Australia (ASFA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional Education ~ SMSF Specialist Advisor - Self-managed super fund professionals' association of Australia
 Melissa Bradbury2012Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - Murdoch University ~ Bachelor of Law - Murdoch University ~ Certified Financial Planner CFP - FPA ~ Self Managed Superannuation Funds - Kaplan Professional
 Peter John Crowe1995Bachelor of Commerce - University of Western Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - AMP Limited