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Barchester Financial Services Pty ltd

AFS License Number
490348
Name
Barchester Financial Services Pty ltd
ABN/ACN/ARBN
83613754591
Licensee issued
Dec. 8, 2016
Address
Paddington, 4064, QLD

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; 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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Dehne Albert Hausfeld2016Advanced Diploma of Financial Services - Kaplan ~ Diploma of Financial Services - Kaplan ~ RG146 Self-managed Superannuation Funds - Financial Education Professionals
 Graeme Mark Currie2006Accredited Derivatives Adviser Level Two - Kaplan ~ Bachelor of Business (Accountancy) - Queensland University of Technology ~ Certificate IV in Finance & Mortgage Broking - FARSTA ~ Diploma of Financial Services - Kaplan
 Justin Robert Fraser2006Advanced Diploma of Financial Planning - Tribeca ~ RG146 Self-managed Superannuation Funds - Financial Education Professionals
 Mathew Barr2015Advanced Diploma of Financial Planning - Kaplan
 Pedram Salami2007Bachelor of Commerce - Griffith University ~ Diploma of Financial Planning - RG146 ~ Margin Lending and Geared Investments - Kaplan ~ Master of Commerce - Griffith University ~ Self Managed Superannuation Fund Personal Advice - Mentor Education
 Robert Manning Mills2009Diploma of Financial Services (Financial Planning) - Tribeca