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Bluepoint Consulting Pty Limited

AFS License Number
277860
Name
Bluepoint Consulting Pty Limited
ABN/ACN/ARBN
68096493837
Licensee issued
Aug. 2, 2004
Address
North Sydney, 2060, 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;
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:
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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Andrew Philip Virgona1988Bachelor of Business - ACU
 Angus Barry Stephen2000Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Advanced Diploma of Financial Planning - International Institute of Technology ~ Bachelor of Commerce (Honours) - University of New England ~ Life Risk Specialist - Financial Planning Association
 Anthony Peter Bates1997Bachelor of Economics - University of Sydney ~ Diploma of Financial Planning - FPA/Deakin
 Kathleen Portelli2013CA SMSF Specialist Accreditation Course - UNSW ~ Diploma of Financial Services - McMasters' Training Pty Ltd
 Michael Cvetkovski2021Business (Financial Planning) - RMIT
 Todd Karamian2003Diploma of Financial Services - Kaplan ~ Executive Leadership - Cornell University ~ Masters of Business in Finance - UTS ~ Mergers and Acquisitions - University of Melbourne ~ Value Investing - Columbia Business School