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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

NameFirst provided adviceQualification and trainings
 Adam Morse2007Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Ana Sainovski2018RG146 - Kaplan Education
 Bedri Sainovski1992Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd
 Clint John Hindle2017Diploma of Financial Planning - Kaplan Professional ~ Life Insurance Adviser (Personal Advice) - Mentor Education
 Daniel Francis Zaffino2014Bachelor of Commerce - Deakin University ~ Master of Financial Planning (Qualification) - University of New South Wales (NSW)
 Lauren Isles2012Diploma of Financial Services - International Institute of Technology ~ Graduate Certificate in Financial Planning - Griffith University
 Leigh Fernando2014Bachelor of Business - Swinburne University of Technology ~ Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Certificate in Applied Finance - Kaplan Professional ~ Graduate Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Neil Jackson2018Diploma of Financial Planning - Integrity Education Group
 Nicholas Peter Siemensma2017Bachelor of Commerce (Finance) - Deakin University ~ Diploma of Financial Planning - Kaplan
 Paul Raymond Stafford2004Certified Financial Planner - Financial Planning Association ~ Diploma Financial Planning - Deakin University
 Samantha Durdin2014Diploma of Financial Services (Financial Planning) - FINSIA ~ Graduate Diploma of Financial Planning - Kaplan Professional Education
 Valencia Tandiyono2013Bachelor of Commerce - University of Melbourne ~ Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Certificate in Applied Finance - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional