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Awm Services Pty ltd

AFS License Number
366121
Name
Awm Services Pty ltd
ABN/ACN/ARBN
15139353496
Licensee issued
Jan. 1, 2011
Address
Sydney, 2000, 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;
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:
securities; 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;
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
 Aamir Shaik2017Bachelor of Accounting - La Trobe University ~ Bachelor of Finance - La Trobe University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Janice Ruth Arnott2012Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Kaushal Rana2016FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Yvonne Wilson2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Law) - Monash University ~ Certificate IV in Finance and Mortgage Broking - Integrity Education Group ~ Diploma of Financial Services (Financial Planning) - Finsia ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional