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BL Wealth Group Pty ltd

AFS License Number
479970
Name
BL Wealth Group Pty ltd
ABN/ACN/ARBN
46607665298
Licensee issued
June 30, 2016
Address
North Sydney, 2060, 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 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; 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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Son Huynh2009Advanced Diploma of Financial Planning FNS60404 - Kaplan Professional Education ~ Advanced Diploma of Financial Planning FNS60404 - Kaplan Professional Education ~ Bachelor of Applied Finance - Macquarie University ~ Bachelor of Applied Finance - Macquarie University ~ Bachelor of Economics - Macquarie University ~ Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning FNS50804 - International Institute of Technology ~ Diploma of Financial Planning FNS50804 - International Institute of Technology ~ Self Managed Superannuation Funds - International Institute of Technology ~ Self Managed Superannuation Funds - International Institute of Technology