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Banyan Securities Pty ltd

AFS License Number
484139
Name
Banyan Securities Pty ltd
ABN/ACN/ARBN
79609452226
Licensee issued
April 20, 2016
Address
Glen Iris, 3146, 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 limited to:
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; 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;
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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Andrew Licciardi2011Aged Care Steps accreditation training program - Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Business (Economics/Finance and Management) - Swinburne University of Technology ~ Certified Financial Planner (CFP) Program - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Brent Barber2004Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Christopher E Hill1990Certified Financial Planner - Deakin University
 David Jon Jennings2001ASX Listed Products Accreditation Course - LPAC Online ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan ~ Tax (financial) Adviser - Tax Practitioners Board
 John P Mcloughlin1981Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University
 Kim Leanne Barber2018Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business (Marketing) - Charles Sturt University ~ Diploma of Financial Services (FP) - Kaplan
 Mark Wallace Hanson2003Advanced Diploma of Financial Planning - Mentor ~ Diploma of Financial Planning - Tribeca Learning
 Patricia Lee Hill2005Advanced Diploma of Financial Planning - Mentor ~ Diploma of Financial Planning - Tribeca Learning
 Scott Albert Brouwer1992ASX Listed Products Accreditation Course - LPAC Online ~ Associate Diploma of Business (Accounting) - TAFE Box Hill ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Wayne John Barber1989Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - RMIT University ~ Self Managed Super Fund Specialist Adviser - SMSF Professionals' Association of Australia