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Avanti Financial Group Pty ltd

AFS License Number
509033
Name
Avanti Financial Group Pty ltd
ABN/ACN/ARBN
75625789184
Licensee issued
July 2, 2018
Address
Newcastle, 2300, NSW

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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
interests in managed investment schemes limited to:
MDA services; and
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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Aaron John Wilkinson2009ASX Listed Product Accreditation - Alpha Structured Investments ~ Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Services - Kaplan Professional ~ Graduate Diploma of Chartered Accounting - Institute of Chartered Accountants in Australia ~ SMSF Adviser Education Program - Financial Essentials
 John Vincent Morello1991Certified Financial Planner - Financial Planning Association of Australia
 Philip Charles Moore1993Bachelor of Commerce - University of Newcastle ~ Chartered Accountant Program - Institute of Chartered Accountants Australia
 Tristen Graham Cosgrove1996Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Deakin University/FPA ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Super Funds Program - Financial Essentials
 Zachary Dylan Coleman0Bachelor of Business (Finance) - Southern Cross University ~ Master of Financial Planning - Griffith University