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Australian Wealth Holdings Pty ltd

AFS License Number
481674
Name
Australian Wealth Holdings Pty ltd
ABN/ACN/ARBN
72608528427
Licensee issued
Feb. 18, 2016
Address
South Brisbane, 4101, 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;
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;
securities; 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;
securities; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Darren Howlin1998Diploma of Finnancial Planning - Deakin University ~ Graduate Diploma of Applied Finance - Kaplan Higher Education
 John Christopher Forwood1999Bachelor of Commerce - James Cook University ~ Graduate Diploma of Financial Planning - FINSIA ~ Margin Lending and Geared Investments - Kaplan Professional ~ Masters of Applied Finance - Kaplan Professional ~ Self Managed Super Fund - NowInfinity
 Oliver Trusler2018Bachelor of Science with Honours - University of Exeter ~ Certified Investment Management Analyst (CIMA) - Investment Management Consultants Association (IMCA) ~ Chartered Financial Analyst (CFA) - CFA Institute ~ Diploma of Financial Planning (DFP) - Mentor Education
 Peta Mandikos Tilse2012ASX Accredited Derivatives Adviser Level One - Kaplan ~ Bachelor of Business - QUT ~ Graduate Diploma in Applied Finance and Investment - Securities Institute Education ~ Master of Applied Finance - QUT ~ SDIA Accreditation Program RG146 - Stockbrokers Association of Australia