Badge Financial Pty ltd
- AFS License Number
- 518117
- Name
- Badge Financial Pty ltd
- ABN/ACN/ARBN
- 68633356902
- Licensee issued
- Oct. 30, 2019
- Address
- Perth, 6000, WA
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
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Albert Francis Denner | 2000 | Bachelor of Business - Western Australian College of Advanced Education ~ Graduate Diploma of Applied Finance - Securities Institute of Australia ~ Graduate Diploma of Financial Planning - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan |
| Christopher Lehoczky | 2014 | Bachelor Degree - Commerce - Curtin University of Technology ~ Masters Degree - Financial Planning - Curtin University of Techonology |
| Davone Saycocie | 2018 | Diploma of Financial Services - Financial Education Professionals |
| Gareth Anthony Healy | 2006 | Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Tribeca ~ Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Tribeca ~ Bachelor of Business double major in Finance and Electronic Commerce - Edith Cowan University ~ Bachelor of Business double major in Finance and Electronic Commerce - Edith Cowan University ~ Certified Financial Planner Certification - Financial Planning Association ~ Certified Financial Planner Certification - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and professionalism in financial advice - Kaplan Professional ~ Ethics and professionalism in financial advice - Kaplan Professional |
| Gui Jorge DE Castro | 2009 | Diploma of Financial Planning - FINSIA ~ Margin Lending - Kaplan Education Pty Ltd ~ Taxation Planning - Kaplan Education Pty Ltd |
| Richard Hinch | 2005 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Arts (Honours) - University of Portsmouth ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Self-Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Compliance Solution - Margin Lending - Kaplan Professional |