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Bedbrook Partners Pty ltd

AFS License Number
427925
Name
Bedbrook Partners Pty ltd
ABN/ACN/ARBN
63160099847
Licensee issued
Oct. 15, 2012
Address
Wembley, 6014, 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;
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
 David Robert John Mccarthy2014Bachelor of Agri Business - Curtin University ~ Ethics and Professionalism in Financial Advice - KAPLAN Higher Education ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Masters of Financial Planning - Kaplan Higher Education ~ Self-Managed Super Fund Program - Kaplan Higher Education
 Leesa Jane Hutcheson2018Estate and Succession Planning - Kaplan Higher Education ~ Ethics amd Professionalism - Kaplan Higher Education ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Insurance Advice - Kaplan Higher Education ~ Tax and Commercial Law for Financial Planning - Kaplan Higher Education
 Simon George Bedbrook1999Advanced Diploma of Financial Services Financial Planning - Kaplan Higher Education ~ Bachelor of Agri Science - University of WA ~ Ethics and Professionalism in Financial Advice - Kaplan Higher Education ~ Superannuation and Retirement Advice - Kaplan Higher Education