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Boag Asset Management Pty ltd

AFS License Number
469081
Name
Boag Asset Management Pty ltd
ABN/ACN/ARBN
67162211449
Licensee issued
May 18, 2015
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;
deposit products other than basic deposit products;
derivatives;
foreign exchange contracts;
debentures, stocks or bonds issued or proposed to be issued by a government;
interests in managed investment schemes excluding investor directed portfolio services;
securities; 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;
foreign exchange contracts; 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;
deposit products other than basic deposit products;
derivatives;
foreign exchange contracts;
debentures, stocks or bonds issued or proposed to be issued by a government;
interests in managed investment schemes excluding investor directed portfolio services; and
securities;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Adrian Phelan2010Bachelor of Finance - La Trobe University ~ Bachelor of Finance - Latrobe University ~ Course in Property (Agents Representative) - RMIT ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Real Estate Agent's Representative Degree - RMIT
 Alexander Shimin Boag1998Bachelor of Commerce - Monash University ~ Graduate Diploma in Financial Planning - Securities Institute ~ Master of Business Administration (Executive) - The University of New South Wales
 Anthony James Armstrong1995Bachelor of Business Economics & Finance - RMIT ~ RG146 - Kaplan
 Benjamin David Grodski1995Bachelor of Arts/Economics - Monash University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma in Applied Finance & Investment - SIA ~ Masters of Business Administration - NYU Stern
 George Chepurov2010Bachelor of Marketing - Monash University
 John Richard Shaw2015Bachelor of Business - Royal Melborune Institute of Technology ~ RG146 Accreditation (Securities & Managed Investments) - Stockbrokers Association of Australia - Deakin Prime
 Mark Bradley Cashinella2006Bachelor of Commerce - The University of Melbourne ~ Diploma of Financial Planning - Securities Institute ~ Ethics and Professionalism in Financial Advice - Kaplan