Download this database for offline use

Bespoke Portfolio Pty ltd

AFS License Number
341991
Name
Bespoke Portfolio Pty ltd
ABN/ACN/ARBN
99136853819
Licensee issued
Jan. 15, 2010
Address
Melbourne, 3000, VIC

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;
derivatives;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products limited to:
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 excluding investor directed portfolio services;
interests in managed investment schemes limited to:
MDA services;
securities;
superannuation; and
financial products limited to:
miscellaneous financial investment products limited to MDA services; 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;
interests in managed investment schemes limited to:
MDA services; and
financial products limited to:
miscellaneous financial investment products limited to MDA services; and
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;
derivatives;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products limited to:
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 excluding investor directed portfolio services;
interests in managed investment schemes limited to:
MDA services;
securities;
superannuation; and
financial products limited to:
miscellaneous financial investment products limited to MDA services;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Christopher Paul Naraniecki2008Diploma of Financial Services (Finance/Mortgage Broking Management) - Traineeship Management Australia ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Ha-dieu Ford0Bachelor of Commerce Finance and Marketing - Curtin University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Applied Finance - Kaplan
 Patrick Howard Garrett2016Bachelor of Applied Science (Sys Eng) - University of Virginia ~ Foundations of Financial Planning - Kaplan
 Sowmya Chinna Reddy2015Diploma of Financial Planning - RG146 Training Australia Pty Ltd