Banyan Securities Pty ltd

AFS License Number
484139
Name
Banyan Securities Pty ltd
ABN/ACN/ARBN
79609452226
Licensee issued
April 20, 2016
Address
Wheelers Hill, 3150, 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

Name First provided advice Qualification and trainings
 Dale Chauke 2018 2012 - Bachelor of Commerce in Internal Auditing - Bachelor Degree (AQF 7) - University of Pretoria ~ 2018 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology (IIT) ~ 2021 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional ~ 2022 - SMSF Specialist - Other - University of Adelaide
 David Jon Jennings 2001 2005 - Diploma of Financial Planning - - Deakin University ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2011 - ASX Listed Products Accreditation Course - - LPAC Online ~ 2013 - Self Managed Superannuation Funds - - Kaplan ~ 2014 - Tax (financial) Adviser - - Tax Practitioners Board
 Jake Mcloughlin 2018 2017 - Bachelor of Commerce - - Deakin University
 John P Mcloughlin 1981 1997 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2002 - Diploma of Financial Planning - - Deakin University
 Scott Albert Brouwer 1992 1992 - Associate Diploma of Business (Accounting) - - TAFE Box Hill ~ 1997 - Diploma of Financial Planning - - Deakin University ~ 1998 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2011 - ASX Listed Products Accreditation Course - - LPAC Online ~ 2013 - Self Managed Superannuation Funds - - Kaplan Professional Education