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BG Wealth Management Pty ltd

AFS License Number
496348
Name
BG Wealth Management Pty ltd
ABN/ACN/ARBN
14127520558
Licensee issued
Oct. 2, 2017
Address
Hawthorn, 3122, 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;
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
 Adrian Francis Peter D'mello2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Commerce - The University of Melbourne ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Financial Planning - Kaplan
 Chi Hanh ON2008Business - Accounting - Victoria University ~ Certificate IV in Accounting - Dandenong TAFE ~ Diploma of Financial Services - CPA Australia
 Claudio Orrico1990ASX Securities - Kaplan ~ Managed Investments - Tribeca ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca ~ Superannuation and Retirement Planning - Tribeca
 Jessica Stephanie Orrico2018Bachelor of Business - Royal Melbourne Institute of Technology ~ Master of Financial Planning - Griffith University
 John Mytton Green1999Diploma of Financial Planning - Deakin University
 Mazin Albassit2017Bachelor of Business (Management) - Griffith University ~ Diploma of Financial Planning - Mentor Education Pty Ltd ~ Margin Lending Adviser (Personal Advice) - Mentor Education ~ Master of Financial Planning - Griffith University ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Rocky Sorrenti1996Bachelor of Business - Swinburne University ~ CPA Program - CPA Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Financial Adviser Exam - FASEA ~ PS 146 Compliance Program - Securities Institute of Australia
 Saliya DE Silva2018Charted Institute of Management Accountants UK - CIMA UK ~ Diploma of Financial Planning - Kaplan ~ Graduate Certificate in Accounting/Master of Professional Accounting - Central Queensland University