BR Advice Pty ltd

AFS License Number
488655
Name
BR Advice Pty ltd
ABN/ACN/ARBN
30612056523
Licensee issued
Feb. 23, 2017
Address
Melbourne, 3000, 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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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

Name First provided advice Qualification and trainings
 Bernadine Williamson 2023 2016 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne ~ 2019 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2020 - Master of Financial Planning - Masters Degree (AQF 9) - Swinburne University of Technology
 Daniel Francis Zaffino 2014 2013 - Bachelor of Commerce - - Deakin University ~ 2015 - Master of Financial Planning (Qualification) - - University of New South Wales (NSW)
 Jason Hugo 2008 2006 - Master of Business Adminstration - - Swinburne University ~ 2008 - Diploma of Financial Services (Financial Planning) - - FINSIA ~ 2017 - Certified Financial Planner (CFP) - - Financial Planning Association (FPA) / Deakin University
 Leigh Fernando 2014 2005 - Bachelor of Business - - Swinburne University of Technology ~ 2013 - Graduate Certificate in Applied Finance - - Kaplan Professional ~ 2014 - Graduate Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2015 - Certified Financial Planner - - Financial Planning Association of Australia
 Nathan Lotho 0 2018 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
 Samantha Durdin 2014 2008 - Diploma of Financial Services (Financial Planning) - - FINSIA ~ 2014 - Graduate Diploma of Financial Planning - - Kaplan Professional Education
 Shannon Chandler 2023 2019 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 2022 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University