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Barnett Lilley & Associates Pty ltd

AFS License Number
237915
Name
Barnett Lilley & Associates Pty ltd
ABN/ACN/ARBN
90074689599
Licensee issued
Jan. 1, 2004
Address
Hall, 2618, ACT

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;
deposit products other than 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;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities limited to:
debentures of a body corporate or unincorporated body only; 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;
deposit products other than 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;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities limited to:
debentures of a body corporate or unincorporated body only; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Scott Kevin Lilley1997Bachelor of Commerce in management Sciences - University of Canberra ~ Diploma of Financial Planning - Financial Planning Association
 Stephen James Barnett1998Bachelor of Commerce in Banking and Finance - University of Canberra ~ Diploma of Financial Planning - Financial Planning Association ~ Master of Commerce with major studies in Financial Planning - The University of Western Sydney