Download this database for offline use

Aylesbury Financial Group Pty ltd

AFS License Number
223260
Name
Aylesbury Financial Group Pty ltd
ABN/ACN/ARBN
85094021691
Licensee issued
Nov. 1, 2002
Address
Brisbane, 4000, 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;
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;
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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Melissa Cadell2003Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Three Sixty
 Ryan Muller2006Bachelor of Commerce - University of Natal ~ Honors Bachelor of Accounting Science - Univerity of South Africa
 Trevor Mervyn Zimmermann2005Bachelor of Commerce - University of Queensland ~ Diploma Financial Services (Financial Planning) - TRIBECA