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Bailey Roberts Group Pty. Limited

AFS License Number
235656
Name
Bailey Roberts Group Pty. Limited
ABN/ACN/ARBN
30096205604
Licensee issued
Oct. 14, 2003
Address
Wollongong, 2500, 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;
securities;
standard margin lending facility;
superannuation; and
financial products limited to:
miscellaneous financial investment products limited to MDA services; and
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
financial products limited to:
miscellaneous financial investment products limited to MDA services; and
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;
securities; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Carla Giorgio2018Bachelor of Economics & Finance - University of Wollongong ~ RG 146 Course - Terra Cordis
 Ian Roy Bailey1987Diploma of Financial Planning - Deakin University ~ Master of Commerce (Financial Planning) - University of Western Sydney
 Jackson Tidswell2018Bachelor of Commerce (Economics) - University of Wollongong ~ RG 146 Course - Terra Cordis
 Michelle Lee Oswald2018Bachelor of Commerce - University of Wollongong ~ CPA Program - CPA Australia ~ Graduate Certificate in Financial Planning - Securities Institute