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Bdhsterling Afsl Pty ltd

AFS License Number
222266
Name
Bdhsterling Afsl Pty ltd
ABN/ACN/ARBN
17054918295
Licensee issued
Aug. 15, 2002
Address
West Perth, 6005, WA

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;
foreign exchange contracts;
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; 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;
foreign exchange contracts;
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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Ann Little2014Foundations of Financial Planning Part A: Generic Knowledge - Kaplan ~ Insurance and Risk Protection - Kaplan ~ Superannuation and Retirement Planning - Kaplan
 Ann-marie Veal2010Chartered Financial Planner - The Chartered Insurance Institute ~ Fellow of the Personal Finance Society - Chartered Insurance Institute (CII) group
 Billy Tomlin2016Advanced Diploma Financial Planning - Monarch Institute ~ Bachelor of Arts - Accounting & Finance - Nottingham Trent University - UK ~ Diploma of Financial Planning - Kaplan
 Charlotte Louise Evrard2018Advanced Diplomat in Financial Planning - The Chartered Insurance Institute (UK) ~ Diploma in Financial Planning - The Chartered Insurance Institute (UK) ~ Diploma in Regulated Financial Planning - The Chartered Insurance Institute (UK) ~ Diploma of Financial Planning - Monarch Institute
 Daniel Michael Wentworth2018Advanced Diploma of Financial Planning - KAPLAN ~ Bachelor of Arts - Business Management - University of Gloucestershire UK ~ DFP5V4 Tax for Financial Advising - KAPLAN ~ Diploma of Financial Planning - Kaplan ~ TASACLv2 Commercial Law - KAPLAN
 Jacqueline Mary Stewart1992Diploma in Financial Planning - Deakin University ~ FPC002B Ethics and Professionalism in Financial Advice - KAPLAN ~ Masters in Commercial Law - Deakin University ~ Masters in Professional Accounting - University of Southern Queensland
 John Paul Vailes2018CFA Uk Level 4 Certificate in Investment Management - CFS Society United Kingdom ~ CII Level 6 Advanced Diploma in Financial Planning - The Chartered Insurance Institute ~ Chartered Financial Planner - The Chartered Insurance Institute ~ Diploma of Financial Planning - Monarch Institute
 John Wight Harrower2003Advance Diploma Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan
 Nicholas Bond2011Advanced Diploma Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Funds - Financial Education Professionals ~ Stmt of Attainment - Commercial Law & Taxation - Monarch Institute
 Peng Zhao2013Bachelor of Management Science - Shanghai University ~ Master of Professional Accounting - University of New South Wales ~ RG146 - Superannuation - Kaplan ~ Self Managed Superaannuation Fund Adviser - SMSFA
 Philip Sole2014Bachelor of Science - University of Birmingham ~ CII Level 4 Diploma in Regulated Financial Planning - Chartered Insurance Institute ~ CII Level 6 Advanced Diploma in Financial Planning - Chartered Insurance Institute
 Rebecca Mary Elizabeth Watson2015Diploma of Financial Planning - KAPLAN ~ Diploma of Financial Planning - Kaplan Education ~ TASACLv2 Commercial Law - KAPLAN
 Simon David Harvey2015RG146 - Mentor Education ~ Self Managed Superannuation Funds - Financial Education Professionals
 Simon Hussey1997CFP Award - CFP ~ Diploma of Financial Planning (DFP1-8) - FPA ~ Foundation Tax Course - Tax Institute of Australia ~ Life Risk Specialist - Financial Planning Association ~ Superannuation Management - ASFA