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Awfp Group Pty ltd

AFS License Number
506819
Name
Awfp Group Pty ltd
ABN/ACN/ARBN
42622447769
Licensee issued
Feb. 1, 2019
Address
Melbourne, 3004, 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; and
superannuation; and
deal in a financial product by:
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of 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; and
superannuation;
to retail clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Andrew Gavrish2013Bachelor of Commerce (Majors in Finance & Marketing) - Deakin University ~ Diploma of Financial Planning - Monarch Institute
 Christopher Paston Miles2008Diploma of Financial Services - Kaplan
 Douglas James Collins1989Diploma Financial Planning (DFP) - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional
 Macleod Dylan Seyman2017Advanced Diploma of Financial Planning - Intergrity Education Group ~ Bachelor of Business (Economics and Finance) - RMIT University ~ Diploma of Financial Planning - Integrity Education Group ~ Master of Professional Accounting - RMIT University ~ SMSF Association Specialist Member Accreditation Program - SMSF Association
 Nicholas James Bailey2018Certificate III - Tier 2 - Financial Education Professionals
 Simon Barwick2004Bachelor of Commerce - The University of Southern Queensland ~ Diploma of Financial Services - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ RG146 Licensing Compliance: Self-Managed Superannuation Funds - Financial Education Professionals Pty Ltd
 Stephen Paul Rogers2018Advanced Diploma of FP - Integrity Education Group ~ Diploma of Financial Planning - Integrity Education Group
 Yenuk Watapuluwa2017Bachelor of Business - Griffith University ~ Diploma of Financial Planning - Integrity Education Group