Austwide Financial Planning Pty ltd

AFS License Number
542956
Name
Austwide Financial Planning Pty ltd
ABN/ACN/ARBN
56128962121
Licensee issued
Nov. 21, 2022
Address
Bacchus Marsh, 3340, 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;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
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;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Andrew James Beam 2006 2006 - FNS50804 Diploma of Financial Services (Financial Planning) - - Mentor Education - RG146 Training Australia ~ 2009 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2011 - Diploma of Financial Services (Finance/Mortgage Broking Management) FNS50504 - - Institute of Strategic Management ~ 2011 - Estate Planning (ADFS 2) - - Mentor Education - RG146 Training Australia ~ 2014 - Master of Commerce - Masters Degree (AQF 9) - Deakin University