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Axis Investment Centre Pty ltd

AFS License Number
288193
Name
Axis Investment Centre Pty ltd
ABN/ACN/ARBN
107287874
Licensee issued
June 7, 2005
Address
Hermit Park, 4812, QLD

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
 Allan Hanson1992Bachelor Degree - Commerce - James Cook University of North Queensland ~ CPA - CPA Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma - Applied Finance and investment - Securities Institute of Australia
 Anthony Sebastion Castorina2015Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan
 Blair Milne2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism In Financial Advcie - Kaplan ~ Ethics and Professionalism In Financial Advcie - Kaplan ~ Master of Arts (Economics) - University of Glasgow, United Kingdom ~ Master of Arts (Economics) - University of Glasgow, United Kingdom
 Charles Banks2006ASX Listed Products Accreditation Course - LPAC Online ~ Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology ~ Diploma Business Banking and Finance - Swinburne University
 Justin Robert Pascoe2002Bachelor of Commerce - James Cook University ~ Bachelor of Commerce - James Cook University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma in Financial Planning - Securities Institute of Australia ~ Graduate Diploma in Financial Planning - Securities Institute of Australia
 Mark Allan Spicer2005CPA - CPA ~ CPA - CPA ~ Postgraduate Diploma in Financial Planning - Kaplan ~ Postgraduate Diploma in Financial Planning - Kaplan
 Timothy Russell Klingner2013ASX Accredited Listed Product Adviser Program - Kaplan ~ ASX Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Business Administration - Southern Cross University ~ Bachelor of Business Administration - Southern Cross University ~ Cavendish & ICFS Specialist SMSF Course - University of Adelaide ~ Cavendish & ICFS Specialist SMSF Course - University of Adelaide ~ Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan