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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

NameFirst provided adviceQualification and trainings
 Aaron Kelleher-jones2005Advanced 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
 Abdallah El-dib2011Advanced Diploma of Financial Planning - International Institute of Technology ~ Certificate - Cert IV in Financial Services (Finance & Mortgage Broking) - Kaplan ~ Diploma - Financial Planning - Mentor Asset Management Pty Limited ~ Diploma - Financial Services (Finance & Mortgage Broking Management) - Intellitrain ~ SMSF - University of Adelaide
 Adam John Gale2018Diploma of Financial Planning - Kaplan ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC
 Amanda Thompson2000Advanced Diploma of Financial Planning - Finsia ~ Diploma of Financial Advising - Securities Institute ~ SMSF - Tribeca ~ The Count Introductory Training Course - Count Wealth Accountants
 Anders Mckenzie Huitfeldt1992Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services - NIBA
 Andre Dirckze2002ADEP - Estate Planning - Pinnacle ~ Diploma of Financial Services - Kaplan Education Pty Limited ~ Investment Planning 1 - Integratec ~ Superannuation & Retirement Planning - Integratec
 Anthony Grant Sandercock1987CFP 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 Mullan2002Diploma of Financial Planning - Kaplan Professional
 Darren Leete2017Bachelor of Business (Marketing) - Monash University ~ Graduate Diploma of Applied Finance majoring in Financial Planning - Kaplan
 David Livshiz2018Bachelor of Science - Monash University ~ Graduate Certificate in Financial Planning - Kaplan ~ Specialist SMSF course - Super Concepts & International Centre for Financial Services
 Franco Pace2013Diploma of Financial Planning - Integrity Education Group
 George Anthony Manka2017Diploma of Financial Planning - Monarch Institute ~ Master of Business Administration - Murdoch University ~ Master of Business Coaching - University of Wollongong
 Gerald Antoine Balancy2006Diploma 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 Dale2004DFP5v2 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 Nairn2011Advance Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Advanced Texation Planning - Pinnacle Financial Service Academy ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Estate Planning, Practice Management & Marketing - Pinnacle Financial Services Academy ~ SMSF Accreditation - Pinnacle Financial Services Academy
 John Francis Nugent2017Bachelor of Business - Victoria College ~ Diploma of Financial Planning - Kaplan Professional
 John Myles Parker1985Diploma of Financial Services (Financial Planning) - Tribeca
 Joseph Grech1987Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Jun Keat Tan2011Bachelor of Commerce - Deakin University ~ TASA and the TPB Code of Professional Conduct - Kaplan Professional
 Kristen Louise Quirk2009Advanced Diploma of Financial Planning FNS60404 - GWM Adviser Services Limited (MLC) ~ Diploma of Financial Planning FNS50804 - Pinnacle Financial Services Academy ~ Graduate Diploma of Financial Planning - Kaplan
 Lan Anh HA Nguyen2017Bachelor of Commerce - Melbourne University ~ Chartered Accountant - The Institute of Chartered Accountants ~ Diploma of Financial Planning - Integrity Education ~ Diploma of Financial Services - Integrity Education
 Marc Tenaglia2009Certificate IV in Financial Services (Finance/Mortgage Broking) - AAMC Training Group ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - National Finance Institute ~ Diploma of Financial Services (Financial Planning) - Mentor Education/RG146 ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Fund - Mentor
 Michael John Wilson1989Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Michael Wayne Hack1991Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Paul Antos2006Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Arts - Monash University ~ Diploma - Finance and Mortgage Broking Management - Intellitrain Pty Ltd ~ Diploma - Financial Planning - Traineeship Management Australia Pty Ltd ~ Estate Planning - Mentor Education
 Peter Ian Kinross1988Advance Diploma Financial Services - Deakin ~ Diploma Financial Services - Deakin ~ Financial Services Essential - Deakin
 Peter Morrison-dowd1984Diploma of Financial Services (Financial Planning) - Mentor Education Group
 Robert William Phillips2012Graduate Diploma - business - Adelaide university ~ Masters Degree - Business - Adelaide University ~ TASA and the TPB Code of Professional Conduct - KAPLAN
 Roland Badia Nkanka2009Advanced 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
 Ronald Mellody1977ASX Listed Products Accreditation Course (LPAC) - LPAC Online Pty Ltd ~ Chartered Accountant Financial Planning Specialist - The Institute of Chartered Accountants in Australia ~ Diploma in Commerce - Swinburne College of Technology ~ Margin Lending & Geared Investments - Kaplan ~ RG146 - Kaplan
 Sean Duane Gallagher2004924 Superannuation & Skills - Kaplan ~ Ethics and Professional Relationships - QUT ~ Professional Diploma in Stockbroking - DeakinPrime ~ Series 7 - US Securities & Exchange Commission
 Sean Garvan2015928 Margin Lending - Knowledge and Skills - Kaplan ~ Diploma of Finance & Mortgage Broking - The National Finance Institute ~ Diploma of Financial Planning - Internation Institute of Technology
 Thor-bjorn Mcdowell2011Diploma of Financial Planning - Pinnacle ~ SMSF Accredited Specialist - Kaplan
 Trevor Yule2012Diploma of Financial Planning - AAMC
 Vaughan Franks2003Advanced Diploma of Financial Planning - Integratec ~ Diploma of Financial Planning - Integratec ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ SMSF - Pinnacle
 Yiota Lambrou2008Affiliate Examination - ASX ~ Bachelor of Business (Accounting) - Monash University ~ Master of Corporate Law - RMIT ~ PS 146 Accreditation - SDIA ~ Responsible Executive Examination - ASX