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Australian Private Capital Advisory Services Pty. Ltd.

AFS License Number
236776
Name
Australian Private Capital Advisory Services Pty. Ltd.
ABN/ACN/ARBN
62006940923
Licensee issued
Nov. 1, 2003
Address
Melbourne, 3000, 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:
deposit and payment products limited to:
basic deposit products;
deposit products other than 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;
deposit products other than 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 clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Carol Tawfik2005Bachelor of Business Financial Planning - RMIT
 Chris Wong2003Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Bachelor of Economics - La Trobe University
 Hayden Curties Windsor2001Bachelor of Commerce - University of Tasmania ~ Certified Financial Planner - FPA
 Luke Phillip George Price2012Bachelor of Commerce - Deakin University ~ Certified Financial Planner Professional - FPA ~ Graduate Diploma in Financial Planning - Kaplan Professional Education
 Robert Sarafov2008Certified Financial Planner - FPA ~ Grad. Dip Applied Finance and Investment - Securities Institute ~ Grad. Dip Financial Planning - Securities Institute
 Simon John Ereaut2012Bachelor of Finance - La Trobe University ~ Certified Financial Planner Professional - FPA