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Bennett Financial Services Pty ltd

AFS License Number
357917
Name
Bennett Financial Services Pty ltd
ABN/ACN/ARBN
26142752225
Licensee issued
Aug. 2, 2010
Address
Red Hill, 6056, 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
 Courtney Ann Mattner2011Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Ltd ~ Graduate Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Margin Lending and Geared Investments - Kaplan Education Pty Ltd ~ Self Managed Superannuation Funds - Kaplan Education Pty Ltd
 Kieran Anthony Mcerlean2018Bachelor of Commerce (Marketing and Commercial Law) - Curtin University ~ Diploma of Financial Planning - Kaplan Professional
 Martin Cooke2004Advance Diploma of Business - Perth Tafe ~ Bachelor of Business (Finance & Management) - Edith Cowan University ~ Certified Financial Planner - Financial Planning Association ~ Margin Lending and Geared Investments - Kaplan Education Pty Ltd ~ Post Graduate Diploma in Financial Planning - Securities Institute of Australia
 Michael Paul Bennett2003Diploma of Financial Planning - Deakin University/Financial Planning Association ~ SMSF Association Specialist Accreditation Program - SMSF Association
 Stuart Peter Webster2016Bachelor of Commerce (Finance) - Curtin University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Management - Polytechnic West