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

Name First provided advice Qualification and trainings
 Ann-marie Veal 2010 Chartered Financial Planner - The Chartered Insurance Institute ~ Fellow of the Personal Finance Society - Chartered Insurance Institute (CII) group
 Charlotte Louise Evrard 2018 Advanced 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 ~ Master of Financial Planning - Kaplan
 Daniel Michael Ash-wentworth 2018 Advanced 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
 David Peter Michael Higgins 2013 Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma Financial Planning - Kaplan Professional ~ Bachelor of Business (Financial Planning) - Australian Catholic University ~ Master of Financial Analysis - University of New South Wales (UNSW) ~ Super Concepts & ICFS Specialist SMSF course - The University of Adelaide
 John Paul Vailes 2018 CFA 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 Harrower 2003 Advance Diploma Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan
 Nicholas Bond 2011 Advanced 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
 Rebecca Mary Elizabeth Watson 2015 Diploma of Financial Planning - KAPLAN ~ Diploma of Financial Planning - Kaplan Education ~ TASACLv2 Commercial Law - KAPLAN
 Simon David Harvey 2015 RG146 - Mentor Education ~ Self Managed Superannuation Funds - Financial Education Professionals