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Bavolyar Investment Trust & Patterson Family Trust & The Bye Investment Trust & Trustee Hickey Famil

AFS License Number
329868
Name
Bavolyar Investment Trust & Patterson Family Trust & The Bye Investment Trust & Trustee Hickey Famil
ABN/ACN/ARBN
92199487611
Licensee issued
Dec. 2, 2008
Address
South Melbourne, 3205, 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;
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;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of 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;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 David Reynell Mcrae2018Bachelor of Business - Victoria University ~ Cert IV Mortgage Broking - Kaplan ~ Diploma of Financial Planning - Mentor Education
 Gregory Keith Condon2009Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment
 Joseph Paul Recupero2018Bachelor of Business & Commerce - Monash University ~ Diploma of Financial Planning - Kaplan
 Kaye Louise Trewartha2003Bachelor of Business - Monash University ~ Certificate IV in Finance & Mortgage Broking - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA Deakin University ~ Margin Lending & Geared Investments - Kaplan
 Lincoln Armstrong Kallady2014Bachelor of COmmerce - University of Ballarat ~ Diploma of Commerce - Melbourne Instititute of Business and Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Ryan Anthony Mccann2018Bachelor Business (Accounting) - Monash University ~ Diploma of Financial Planning - Kaplan