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Bombora Advice Pty ltd

AFS License Number
439065
Name
Bombora Advice Pty ltd
ABN/ACN/ARBN
40156250565
Licensee issued
July 10, 2013
Address
Melbourne, 3004, 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;
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
 (pavithra) Manouri Adikaram2017Advanced Diploma of Financial Planning - Kaplan
 Andrew Dwyer2011Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services - FINSIA ~ Diploma of Mortgage Broking - Kaplan
 Andrew John Proudfoot2007Bachelor Degree - Economics - University of Queensland ~ Bachelor Degree - Law - University of Queensland ~ Diploma - Financial Services - Kaplan ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Masters Degree - Taxation and Financial Planning - University of New South Wales
 Andrew Mark Kennedy2006Advanced Diploma of Financial Services - GWM Adviser Services ~ Bachelor of Financial Services - University of New England ~ Diploma of Financial Services - GWM Adviser Services
 Andrew Newton2018Diploma of Financial Planning - Kaplan
 Anthony Bourke2009Bachelor of Business - Swinburne University ~ Diploma of Financial Planning - Mentor Education
 Benjamin James Day2014Diploma Financial Planning FNS50611 - Pinnacle Financial Services Academy
 Brent Daniel Bennett Mccullough2015Bachelor of Commerce - Macquarie University ~ Diploma of Financial Planning - Kaplan
 Cameron John Peck2003Bachelor of Business (Accounting) - Monash University ~ Certified Financial Planner - FPA ~ Chartered Accountants - Institute of Chartered Accountants Australia ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Ethics and Professionalism in Financial Advice - Kaplan
 Christopher Peter Mackenzie2015Bachelor of Civil Engineering - University of Sydney ~ Diploma of Financial Planning - Kaplan
 Christopher Thomas2016Diploma of Financial Planning - Integrity Education Group
 Corey James Evans2018Bachelor of Commerce - Griffith University ~ RG146 knowledge areas met, working towards Bachelor of Commerce - Griffith University
 Craig Matthews2002Diploma Financial Services (Financial Planning) - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Damien Paul Diggle2010Certificate - Approved Listed Product Advisor - Kaplan ~ Diploma - Financial Planning - Kaplan
 David Bourke1990Diploma of Financial Planning - Kaplan ~ Estate Planning - IntegraTec
 David Mackenzie Keavney2005Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Douglas Peter Frith2008Bachelor Degree - Commerce - University of Queensland ~ Bachelor Degree - Economics - University of Queensland ~ Diploma - Financial Planning - Kaplan
 Drew William Burden2008Bachelor of Business - UTS ~ Diploma of Financial Planning - Kaplan Education ~ Entry Level Competencies - Kaplan ~ Risk Management - Kaplan
 Edmond Gabriel Scalpelli2001Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Commerce (Accounting) - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Integratec
 Emma Therese Clark2018Diploma Financial Planning - Mentor Education
 Garth John Mclardie2011Diploma in Financial Planning - Financial Planning Association Australia
 Glenn Kerr1998Advance Diploma Financial Services (FP) - Deakin
 Jacqueline Desley Crane2018Bachelor of Business - Queensland University of Technology (QUT) ~ Diploma of Financial Planning - Mentor Education
 Jade Elizabeth Burford2013Advanced Diploma Of Financial Planning - Mentor Education ~ DFP5v3 Tax for Financial Advising - Kaplan ~ Diploma - Financial Planning - Kaplan Professional Education ~ TASACLv1Commercial Law - Kaplan
 James Ian Magor2005Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business - University of Newcastle ~ Diploma of Financial Planning - Kaplan
 Jayden-lee Appelgren2018Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - Mentor Education
 Jeffrey Guy Lanyon2012Advanced of Diploma Financial Planning FNS60415 - Kaplan Australia ~ Diploma of Financial Planning FNS50610 - Kaplan Australia ~ RG146 Managed Investments- Securities - Margin Lending - Kaplan Australia
 Kristen Catherine Agius2018Bachelor of Commerce (Financial Planning) - University of Wollongong Australia ~ Diploma of Financial Planning - IIT
 Kristopher Mason1998Financial Planning Principles and Practice - Securities Institute ~ Risk Management - Integratec
 Kristy Mitchell2011Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - MLC ThreeSixty ~ RG146 Provide advice in Margin Lending - MLC ThreeSixty
 Leslie Thomas Wigginton2002Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ Certified Insurance Professional (CIP) - Australian and New Zealand Institute of Insurance and Finance ~ Diploma Financial Planning FNS50611 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Luke Anthony Smith2018Diploma of Financial Planning - Kaplan
 Luke Considine2007Advanced Diploma Financial Services (Financial Planning) FNB50802 - Aust. & NZ Institute of Insurance & Finance ~ Bachelor Commerce (Financial Planning) - Deakin University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA)
 Mark Adrian Butler2004Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd
 Mark Femia2011Diploma of Financial Planning - Mentor Education Group
 Mark Staggs2001Diploma - Financial Planning - Tribeca
 Mark Thomas Oliver2001Accredited Listed Product Adviser Program - Kaplan ~ CFP 1,2,3 - FPA ~ CFP 8 - FPA ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Mark William Everingham2001Accredited Estate Planning Strategist (AEPS) - FPA ~ Certified Financial Planner - FPA ~ Certified Financial Planner Education Program - FPA ~ Diploma of Financial Planning - FPA ~ Life Risk Specialists (LRS) - FPA
 Matthew Gates2002Advanced Diploma of Financial Planning - Mentor ~ Associate Chartered Financial Practitioner (AChFP) - Mentor ~ Bachelor of Health Science (Human Movement) - The University of New England ~ Diploma of Financial Planning - Mentor ~ Ethics and Professionalism in Financial Advice - Kaplan
 Michael Anthony Atta2006Diploma Of Financial Planning - FPA
 Michael James Townshend2006Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment Pty Ltd
 Michael John Rollinson1994Company Directors Diploma - AICD ~ Diploma of Financial Planning - Deakin ~ MBA - Queensland University of Technology
 Miguel Frances2009Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment
 Nicholas Brian2008FChFP - Mentor
 Peter Blassis1994Bachelor of Arts - Monash University ~ Diploma of Financial Advising - Finsia ~ Post Graduate Diploma of Public Policy with Thesis - University of Melbourne ~ Self Managed Super Funds - Mentor
 Peter Green2012Diploma of Financial Planning - Deakin University
 Richard Anthony Jones2016Bachelor of Business (Finance & Accounting) - University of Tasmania ~ Diploma & Advance Diploma of Financial Planning - Kaplan Professional
 Rory James Mackenzie2003Bachelor of Commerce - University of New England - Armidale ~ Diploma of Financial Services (FP) - Integratec
 Ryan Adam Dean2000Advanced Investment Planning - FPA ~ Diploma of Business Management - Swinburne ~ Risk management - Integratec ~ Superannuation and Retirement Planning - Integratec ~ Taxation Planning - FPA
 Ryan Kerr2016Dip FS (Financial Planning) - Kaplan
 Serena West2006Advanced Diploma of Financial Services - 360 GWM ~ Bachelor of Economics - University of Western Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Life Risk Specialist - Financial Planning Association
 Shabab Bin Maqsud2016Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor Of Commerce (Accounting) - Macquarie University ~ Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending Adviser (Personal Advice) - Mentor Education ~ Self Managed Superannuation Funds - Mentor Education
 Shane Bryan Coutts1986Diploma of Financial Planning - Integratrec ~ Estate Planning - Integratec ~ Financial Plan Construction & Review - Tribeca ~ Financial Planning Principles & Practice - Securities Institute ~ Investment Planning 2 - Integratec
 Shane Richard Reay2014Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - University of Johannesburg ~ Diploma of Financial Planning - Kaplan Professional
 Simon David Bennett2017Diploma of Financial Services - FINSIA ~ RG146 - FINSIA
 Simon Gordon2004Bachelor of Business (Marketing) - University of Technology Sydney ~ Diploma of Financial Planning FNS50804 - MLC ThreeSixty ~ Graduate Diploma of Applied Finance and Investment - Securities Institute ~ RG146 Margin Lending - MLC ThreeSixty
 Stephen James Bartholomew1999Bachelor Arts - Griffith University ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Margin Lending & Geared Investments - Kaplan ~ Master of Business Administration - University of Queensland ~ SMSF - Kaplan
 Stephen Perera2005Advanced Diploma of Accounting - New South Wales TAFE ~ Diploma of Financial Planning - International Institute of Technology ~ Graduate Diploma of Financial Planning - Kaplan
 Stephen William Beetham1979Diploma AAI Life Insurance - Insurance Institute of Victoria ~ Diploma AAI Life Insurance - Insurance Institute of Victoria ~ Diploma of Financial Planning - Kaplan Education Australia ~ Diploma of Financial Planning - Kaplan Education Australia
 Tanuja Ajanthi Pirie1998Advanced Diploma of Financial Planning)FNB60402 - Aust. & NZ Institute of Insurance & Finance ~ Bachelor of Business - Swinburne University ~ Diploma of Financial Planning FNB50802 - Integratec Training
 Terry LE2017Bachelor of Commerce in Finance and Financial Economics - The University of New South Wales ~ Diploma of Financial Planning - Kaplan Professional Education
 Tristan Alexander Strange2018Diploma of Financial Planning - Mentor Education
 Tyler Scarce2016Advanced Diploma of Financial Planning - IIT ~ Bachelor of Business-Major in Financial Planning - RMIT ~ Bachelor of International Business - La Trobe University
 Uyen Pham Thuy Nguyen2000Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Arts - Melbourne University ~ Diploma Financial Services (financial Planning) - Kaplan