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Australian Mortgage And Financial Advisers Pty ltd

AFS License Number
389206
Name
Australian Mortgage And Financial Advisers Pty ltd
ABN/ACN/ARBN
26088464939
Licensee issued
Oct. 30, 2013
Address
Pullenvale, 4069, 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;
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); 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;
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); and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Adam Farrell2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Finance) - Queensland University of Technology (QUT) ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd
 Brett Stephenson2013Advanced Diploma of Financial Planning - Pinnacle ~ Bachelor of Arts - The University of Queensland Australia ~ Graduate Certificate in Financial Planning - Finsia ~ Master of Business Administration - University of New England
 Bruce William Ibbotson2008Certificate IV Financial Services (Finance/Mortgage Broking) - Finance & Related Services Training Academy (FARSTA) ~ Diploma of Finance and Mortgage Broking Management - Finance & Related Services Training Academy (FARSTA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Christopher Murray Robertson2018Bachelor of Business (Financial Planning) - University of the Sunshine Coast ~ Cert IV in Finance (Mortgage Broking) - Intellitrain
 Clement Everest Lobo2009Diploma of Financial Planning FNS50611 - Investment Banking Institute
 Danielle Coventry2003Advanced Diploma of Financial Planning (Financial Services) - Kaplan ~ Diploma of Financial Planning (Financial Services) - Tribeca ~ Self Managed Super Fund (SMSF) - Kaplan
 David O'connell1986DFP5 - Retirement Planning Course - Paraplanning Professionals ~ Entry Level Competencies - University of Technology Sydney ~ Investment Planning 1 - Tribeca ~ Risk Management - Integratec
 George John Samios2018Diploma of Financial Planning - Mentor Eduction
 Gregory Lancelot Brown1999General Competencies (IPS-146) Module - 8001 - Securities Institute ~ Risk Management and Insurance Products (PS146) Module - 8002 - Securities Institute ~ Specialist Knowledge - Superannuation - Assessment Education Services
 Hanwedige Muditha Peiris2009Diploma of Financial Planning FNS50804 - International Institute of Technology
 Hariwansh Chawla2012Diploma of Financial Planning FNS50611 - International Institute of Technology
 John Grohovaz2012Accredited Listed Product Adviser Program - Kaplan ~ Diploma of Financial Services (Financial Planning) - Investment Banking Institute
 Karen Jane Thompson2005Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional
 Karen Mai Lewis2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Arts - The University of Queensland ~ Diploma of Education (Early Childhood) - Queensland University of Technology ~ Foundation DFP - Financial Planning Association of Australia
 Keith Desmond Marshall2005Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - Intellitrain ~ Diploma of Financial Services (Financial Planning) - Mentor Eductation
 Kristofer Konrad Sewell2018Diploma of Financial Planning - Mentor Eductation
 Marion Joy Fox2003Financial Planning: Principles and Practice Project - Pinnacle ~ Partial completion - Diploma of Financial Services (Financial Planning) - Pinnacle ~ Risk Management Project - Pinnacle
 Marybeth Ada Banks2003Diploma of Finance and Mortgage Broking Management - Intellitrain ~ Diploma of Financial Planning (Financial Services) - International Institute of Technology
 Matthew Prentice2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Banking and Finance) - Queensland University of Technology ~ Margin Lending - Kaplan Professional
 Michael Antoni O Connor2018Diploma of Financial Planning - Kaplan
 Pei-chun Helen Lee2017Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Business Administration - Central Queensland University ~ Master of Information Systems - Central Queensland University
 Philip Anthony Best1992Diploma of Financial Planning - Kaplan ~ PS146 Generic - Tribeca ~ PS146 Super - Tribeca ~ Risk Management - Tribeca
 Phillip James Siganto1992Financial Planning in Practice (FPP) - International Institute of Technology
 Prashant Sarin2008Diploma of Financial Planning - AAMC Training Group
 Priyanka Hardik Shah2018Diploma in Financial Planning - Mentor Education
 Richard Michael Hill2001Certificate in Applied Self Managed Super Fund Advice - TOWER Trust ~ Introduction to Financial Planning - FPA ~ Investment Planning 2 and Estate Planning - Tribeca ~ Risk Management and Insurance Planning and Investment Planning 1 - FPA ~ Superannuation and Retirement Planning - Integratec
 Shahid Mohammad2016Diploma of Financial Planning - AAMC Training Group
 Stevin Carvalho2008Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce (Financial Accounting and Auditing) - University of Mumbai (India) ~ Diploma of Financial Services - Investment Banking Institute ~ Self Managed Superannuation Fund Adviser ( Personal Advice) - Mentor Education
 Sumeet Wadhwa2008Diploma of Financial Services (Financial Planning) FNS50804 - International Institute of Technology
 Theodore Crane2018Graduate Certifcate in Finance - Charles Sturt University ~ Graduate Diploma of Financial Planning - Charles Sturt University
 Thomas Alexander Wade2016Diploma of Financial Planning - Kaplan