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Axis Financial Group Pty ltd

AFS License Number
233680
Name
Axis Financial Group Pty ltd
ABN/ACN/ARBN
21092889579
Licensee issued
Sept. 4, 2003
Address
Perth, 6000, WA

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;
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:
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;
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
 Grant Anthony Daubeny2014Advanced Diploma Financial Planning - Tribecca ~ Commercial Law (TASACLv2) - Kaplan Professional ~ Graduate Certificate Business Administration - Deakin Univeristy ~ Tax for Financial Advising - Kaplan Professional
 Henry Burke2003Diploma Financial Planning (Units 1-4) - Financial Planning Association
 Kimberley Elizabeth Menon-hall2018Diploma of Financial Planning - Kaplan
 Michael Stephen Jagiello2003Diploma of Financial Planning - Deakin University
 Prateeksha Bhagwat2018Diploma of Financial Planning - Kaplan Professional ~ Master in Business Administration (Finance) - Devi Ahilya University, India
 Richard Malcolm Matsinger2003Diploma Financial Planning (Units 1-4) - Financial Planning Association