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Australian Financial & Insurance Services Pty. Ltd.

AFS License Number
235369
Name
Australian Financial & Insurance Services Pty. Ltd.
ABN/ACN/ARBN
24081032635
Licensee issued
Nov. 18, 2003
Address
South Morang, 3752, VIC

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:
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;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997); 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:
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;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997); and
superannuation;
to retail clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Damian Garry Byrne2009FNS50804 Diploma of Financial Services (Financial Planning) - PS 146
 Patrick Joseph Byrne1981FNB50802 Diploma of Financial Services (Financial Planning) - Kings International College
 Scott Mcconnell2018Diploma of Financial Planning - International Institute of Technology
 Tracy Marie Viola2014FNS50611 Diploma of Financial Planning - Pinnacle Financial Services Academy