Benwest Investment Services Pty. Limited

AFS License Number
258832
Name
Benwest Investment Services Pty. Limited
ABN/ACN/ARBN
88003352707
Licensee issued
Feb. 19, 2004
Address
Norwest, 2153, NSW

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;
derivatives limited to:
old law securities options contracts and warrants;
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:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
derivatives limited to:
old law securities options contracts and warrants;
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;
derivatives limited to:
old law securities options contracts and warrants;
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
underwriting:
interests in managed investment schemes; and
an issue of securities;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Alan Charles Murray 2004 Advance Diploma of Financial Planning - International Institute of Technology ~ SMSF - Tribecca
 Anthony Ronald Bennett 2002 Certificate IV in Financial Services (Finance/Mortgage Broking) - AAMC Training Group ~ Diploma of Financial Planning - Deakin University
 Jasmine Bartel 2018 Bachelor of Business (ACCTING) - Southern Cross University ~ RG146 Superannuation & Personal Advice Skill Set - ASFA
 Michael Stephen Akele 1985 Certified Financial Planner - FPA ~ Diploma of Financial Planning - RMIT
 Peter William Finch 2015 Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Applied Finance - University of Western Sydney ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Monarch Institute ~ Master of Financial Planning - Kaplan Professional
 Rean John Kirby 2002 Diploma of Financial Planning - Deakin University
 Ryan Peter Melrose 2015 Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Business & Commerce - University of Western Sydney ~ Diploma of Financial Planning - Monarch Institute
 Warren Anthony Chalker 2000 Bachelor of Commerce - UNSW ~ Chartered Accountant - CA ~ Diploma Financial Planning - CA