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Baiocchi Griffin Private Wealth Pty. Ltd.

AFS License Number
424658
Name
Baiocchi Griffin Private Wealth Pty. Ltd.
ABN/ACN/ARBN
58159154944
Licensee issued
Aug. 21, 2012
Address
Tamworth, 2340, 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;
debentures, stocks or bonds issued or proposed to be issued by a government;
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;
debentures, stocks or bonds issued or proposed to be issued by a government;
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 clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Justin Paul Baiocchi2007Bachelor of Business Science - University of Cape Town ~ Chartered Financial Analyst - Chartered Financial Analyst Institute ~ Diploma of Financial Services (Financial Planning) - Deakin University ~ Master of Applied Finance - Kaplan Higher Education ~ Master of Business Research - University of Southern Queensland
 Michelle Higgerson2012Bachelor of Business (Finance) - Charles Sturt University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Certificate of Financial Planning - Charles Sturt University