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

Name First provided advice Qualification and trainings
 Andrew White 1999 Bachelor of Business (Accounting) - QUT ~ Certified Financial Planner - FPA (Australia) ~ Certified Practicing Accountant - Certified Practising Accountants (Australia)
 Annabelle Kate Sterling Peters 2018 Diploma of Business - Careers Australia ~ Diploma of Financial Planning - Kaplan
 Beanca Catherine Monks 2021 Bachelor of Business - International Management - Griffith Univeristy ~ Bachelor of Commerce - Financial Planning - Griffith University
 David Scott Woolley 2012 Bachelor 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
 Guy Taylor 2008 Advanced 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
 Isaac Joaquim Montaner 2023 Graduate Diploma of Financial Planning - Kaplan
 Jessica Sarah Agius 2018 Bachelor Business (Finance) - QUT ~ Diploma of Financial Planning - Kaplan
 Kelly Melissa Kennedy 2016 Accredited 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 Kennett 2011 Bachelor of International Business - Flinders University ~ Graduate Diploma Applied Finance (Financial Planning) - Kaplan Professional ~ Margin Lending Accreditation - Financial Essentials
 Mark Kenneth Wilkinson 2017 Bachalor of Commerce - University of NSW ~ Graduate Diploma of Financial Planning - Finsia
 Meera Rayarel 2018 Bachelor of Business (Finance) - Kaplan Business School ~ Diploma of Financial Planning - Australian Professional Education Institute
 Michael Ryan 2013 Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business (Finance) - QUT ~ Diploma of Financial Planning - Kaplan
 Natasha Johnson 2016 Bachelor of Accounting/Bachelor of Financial Planning - Central Queensland University
 Oliver Thomas Straker 2018 Bachelor Business - Accounting - QUT ~ Diploma of Financial Planning - Kaplan
 Olivia Therese Raithatha 2018 Diploma of Financial Planning - Kaplan
 Paul Rafton 2016 SMSF Specialist Adviser - SMSFA ~ Tier 1 Adviser Compliance Solution - Kaplan
 Peter Ian Crump 2003 Advanced 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 Haden 2013 Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business - James Cook University ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Terrie Susan Wendland 2018 Bachelor Business (Economics) - USQ ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma (Finance) - Securities Institute of Australia