Boston Reed Pty ltd

AFS License Number
225738
Name
Boston Reed Pty ltd
ABN/ACN/ARBN
89091004885
Licensee issued
Feb. 14, 2003
Address
Beaconsfield, 3807, 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;
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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
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

Name First provided advice Qualification and trainings
 Aaron Kelleher-jones 2005 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Advanced Self Managed Super Funds Program - Kaplan ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Adam John Gale 2018 Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC
 Amanda Thompson 2000 Advanced Diploma of Financial Planning - Finsia ~ Diploma of Financial Advising - Securities Institute ~ SMSF - Tribeca ~ The Count Introductory Training Course - Count Wealth Accountants
 Anders Mckenzie Huitfeldt 1992 Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services - NIBA
 Andre Dirckze 2002 ADEP - Estate Planning - Pinnacle ~ ADEP - Estate Planning - Pinnacle ~ Diploma of Financial Services - Kaplan Education Pty Limited ~ Diploma of Financial Services - Kaplan Education Pty Limited ~ Investment Planning 1 - Integratec ~ Investment Planning 1 - Integratec ~ Superannuation & Retirement Planning - Integratec ~ Superannuation & Retirement Planning - Integratec
 Anthony Grant Sandercock 1987 CFP Certification Global excellence in financial planning - FPA ~ Graduate Diploma in Personal Financial Planning - University of Southern Queensland ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Personal Financial Planning - University of Southern Queensland
 Christopher William Mullan 2002 Diploma of Financial Planning - Kaplan Professional
 Gerald Antoine Balancy 2006 Diploma of Finance and Mortgage Broking Management - The National Finance Institute ~ Diploma of Financial Services (Financial Planning) - Trainee Management Australia Pty Ltd ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Ian William Dale 2004 DFP5v2 Tax for Financial Advising - Kaplan ~ Diploma of Financial Planning - Mentor ~ Diploma of Financial Services (Financial Planning) - Financial Services Training and Assessment Pty Ltd ~ Estate Planning - Kaplan ~ Risk Management - Integratec
 Jason Ian Nairn 2011 Advance Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Advance Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Advanced Texation Planning - Pinnacle Financial Service Academy ~ Advanced Texation Planning - Pinnacle Financial Service Academy ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Estate Planning, Practice Management & Marketing - Pinnacle Financial Services Academy ~ Estate Planning, Practice Management & Marketing - Pinnacle Financial Services Academy ~ SMSF Accreditation - Pinnacle Financial Services Academy ~ SMSF Accreditation - Pinnacle Financial Services Academy
 Jeevan Intherarasa 2006 Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Business - Victoria University ~ Diploma Financial Services (Financial Planning) - PS146/RG146 Training ~ Margin Lending and Geared Investments - Kaplan Education ~ Master of Finance - RMIT
 John Francis Nugent 2017 Bachelor of Business - Victoria College ~ Diploma of Financial Planning - Kaplan Professional
 John Myles Parker 1985 Diploma of Financial Services (Financial Planning) - Tribeca
 Jun Keat Tan 2011 Bachelor of Commerce - Deakin University ~ TASA and the TPB Code of Professional Conduct - Kaplan Professional
 Michael John Wilson 1989 Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Peter Ian Kinross 1988 Advance Diploma Financial Services - Deakin ~ Diploma Financial Services - Deakin ~ Financial Services Essential - Deakin
 Peter Morrison-dowd 1984 Diploma of Financial Services (Financial Planning) - Mentor Education Group ~ Diploma of Financial Services (Financial Planning) - Mentor Education Group
 Robert William Phillips 2012 Graduate Diploma - business - Adelaide university ~ Masters Degree - Business - Adelaide University ~ TASA and the TPB Code of Professional Conduct - KAPLAN
 Roland Badia Nkanka 2009 Advanced Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Bachelor of Commerce - Curtin University ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group ~ Self Managed Superannuation Funds - Kaplan
 Sajal Gupta 2012 Certificate IV Financial Services (Finance/Mortgage Broking) - Intellitrain Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Investment Banking Institute (IBI)
 Sean Duane Gallagher 2004 924 Superannuation & Skills - Kaplan ~ Ethics and Professional Relationships - QUT ~ Professional Diploma in Stockbroking - DeakinPrime ~ Series 7 - US Securities & Exchange Commission
 Sean Phillip Robbie 1999 Generic Financial Planning - FPA ~ Managed Investments - FPA ~ Margin Lending - Kaplan ~ Risk Management - FPA ~ Superannuation and Retirement Planning - Integratec
 Thor-bjorn Mcdowell 2011 Diploma of Financial Planning - Pinnacle ~ SMSF Accredited Specialist - Kaplan
 Vaughan Franks 2003 ASX Listed Products Accreditation Course (LPAC) - LPACOnline ~ Advanced Diploma of Financial Planning - Integratec ~ Diploma of Financial Planning - Integratec ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan