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 Bachelor of Commerce in Internal Auditing - University of Pretoria ~ Diploma of Financial Planning - International Institute of Technology (IIT) ~ Master of Applied Finance - Kaplan Professional ~ SMSF Specialist - University of Adelaide
 David Jon Jennings 2001 ASX 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
 Jake Mcloughlin 2018 Bachelor of Commerce - Deakin University
 John P Mcloughlin 1981 Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University
 Rikki Leonard Mason 2018 Diploma of Financial Planning - International Institute of Technology
 Scott Albert Brouwer 1992 ASX 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