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Bdo Private Wealth Advisers Pty ltd

AFS License Number
238280
Name
Bdo Private Wealth Advisers Pty ltd
ABN/ACN/ARBN
10862290
Licensee issued
Feb. 1, 2004
Address
Brisbane, 4000, 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;
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:
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;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Andrew White1999Bachelor of Business (Accounting) - QUT ~ Certified Financial Planner - FPA (Australia) ~ Certified Practicing Accountant - Certified Practising Accountants (Australia)
 Annabelle Kate Sterling Peters2018Diploma of Business - Careers Australia ~ Diploma of Financial Planning - Kaplan
 Anthony Peter Simmons2003Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Bachelor of Economics - University of Adelaide ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty ~ SMSF Specialist Adviser (SSA) - SMSF Association
 Beanca Catherine Monks0Bachelor of Business - International Management - Griffith Univeristy ~ Bachelor of Commerce - Financial Planning - Griffith University
 Betty WU2017Diploma of Financial Planning - KAPLAN Professional
 Carmen Ka-man Lee2016Bachelor of Arts - University of Queensland ~ Bachelor of Science - University of Queensland ~ Master of Business (Professional Accounting ) - Queensland University of Technology ~ RG146 - AAMC Training Group
 David Scott Woolley2012Bachelor of Commerce - University of Queensland ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma in Applied Finance and Investment - Securities Institute Education ~ Self Managed Superannuation Funds - Kaplan Professional
 Denise Harrison1990Certificate of Qualification with Distinction - Independent Centre of Investment and Financial Planning ~ Diploma of Financial Planning - Deakin University
 Guy Taylor2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Management) - Queensland University of Technology ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Jessica Sarah Olsen2018Bachelor Business (Finance) - QUT ~ Diploma of Financial Planning - Kaplan
 Kelly Melissa Kennedy2016Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Financial Planning) - RMIT University ~ Self Managed Superannuation Fund - Kaplan Professional ~ Tier 1 Margin Lending and Geared Investments Accreditation - Kaplan Professional
 Lachlan Wade Kennett2011Bachelor of International Business - Flinders University ~ Graduate Diploma Applied Finance (Financial Planning) - Kaplan Professional ~ Margin Lending Accreditation - Financial Essentials
 Mark Kenneth Wilkinson2017Bachalor of Commerce - University of NSW ~ Graduate Diploma of Financial Planning - Finsia
 Michael Ryan2013Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business (Finance) - QUT ~ Diploma of Financial Planning - Kaplan
 Natasha Johnson2016Bachelor of Accounting/Bachelor of Financial Planning - Central Queensland University
 Oliver Thomas Straker2018Bachelor Business - Accounting - QUT ~ Diploma of Financial Planning - Kaplan
 Olivia Therese Thambidurai2018Diploma of Financial Planning - Kaplan
 Paul Rafton2016SMSF Specialist Adviser - SMSFA ~ Tier 1 Adviser Compliance Solution - Kaplan
 Peter Ian Crump2003Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Certified Financial Planner - FPA ~ Chartered Tax Adviser (CTA) - The Tax Institute ~ Fellow of the Institute of Actuaries Australia - Actuaries Institute ~ SMSF Specialist Advisor - SMSF Association
 Shaun Haden2013Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business - James Cook University ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Terrie Susan Wendland2018Bachelor Business (Economics) - USQ ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma (Finance) - Securities Institute of Australia