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Australian Private Wealth Pty ltd

AFS License Number
405814
Name
Australian Private Wealth Pty ltd
ABN/ACN/ARBN
118135345
Licensee issued
Sept. 9, 2011
Address
South Yarra, 3141, 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;
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;
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
 Alicia Stephanie Vengust2018Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Environmental Engineering - University of Melbourne ~ Diploma of Financial Planning - Kaplan
 Alistair Lindsey Bett2000Bachelor of Business - Monash University ~ DFP - Deakin University
 Calvin Say Ming Nee2015Bachelor of Business - RMIT ~ Grad Dip Applied Financial Planning - Kaplan
 David Antony Haintz1990Bachelor of Education - Victoria College ~ Certified Financial Planner - FPA ~ Companies Director Diploma - AIDC ~ Diploma of Financial Planning - FPA
 Dermot Edward Reiter2015Bachelor of Commerce - Swinburne University of Technology
 Gregory Patrick Keady1996Bachelor of Commerce - Deakin University ~ CFP - FPA ~ DFP - Deakin University ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Jeff Sinclair Wain1999Bachelor of Economics - Monash University ~ CFP - FPA ~ Graduate Diploma Advanced Financial Planning - CPA/SIA ~ Graduate Diploma Taxation - Monash University ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Rebecca Sze-mun Tai2013Bachelor of Business (Financial Planning) - RMIT