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Australian Financial Advisory Solutions Pty ltd

AFS License Number
287619
Name
Australian Financial Advisory Solutions Pty ltd
ABN/ACN/ARBN
60104345833
Licensee issued
July 14, 2005
Address
Sydney, 2000, NSW

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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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
 Anthony Francis Bell2016Specialist SMSF Course - NowInfinity
 Ben Wise2009Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Bradley Clyde Ferguson2002Bachelor of Business - University of Newcastle ~ Diploma of Financial Planning - Kaplan
 Brett Taggart1997Bachelor of Economics - The University of Newcastle ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University
 James Packman2008Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce and Economics - Macquarie University ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Jock William Stier1998Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Josef Stadler2001Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Integratec (Australia) Pty Ltd
 Julien Francois Laurent Renard2018Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - University of Canberra ~ Securities & Managed Investments (Personal Advice) - Kaplan Professional ~ Self Managed Super Fund Accreditation - Kaplan Professional
 Michael Marino2014Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - TAFE NSW - Sydney Institute ~ Self Managed Superannuation Funds - Kaplan Professional
 Nazar Pochynok2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - Macquarie University ~ Diploma of Financial Planning - Kaplan
 Pedro Javier Marin Ramirez2016Bachelor of International Business (Finance) - Griffith University ~ Certified financial planner - Financial planning association ~ Diploma of Financial Planning - Kaplan ~ Ethics and professionalism in financial advice - Kaplan Professional ~ Graduate diploma in business (accounting) - Queensland institute of technology
 Thomas Harg2014Advanced Financial Planning - Kaplan Professional ~ Bachelor of Economics - The University of Queensland ~ Diploma of Financial Planning - Kaplan Professional
 Trent Balderston2013Bachelor of Business (Financial Management) - University of New England ~ Diploma of Financial Planning - Kaplan