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

Name First provided advice Qualification and trainings
 Craig Matthew Weeks 2014 Diploma of Financial Services (Financial Planning) - Finsia
 David Livshiz 2018 Bachelor of Science - Monash University ~ Graduate Certificate in Financial Planning - Kaplan ~ Specialist SMSF course - Super Concepts & International Centre for Financial Services
 James Robinson 2018 Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business (Accounting) - La Trobe University ~ Graduate Certificate of Financial Planning - Deakin University ~ Tier 1 Life Insurance - Personal Advice - Kaplan Professional
 Macleod Dylan Seyman 2017 Advanced 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