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Bostoniq Pty ltd

AFS License Number
332959
Name
Bostoniq Pty ltd
ABN/ACN/ARBN
134016327
Licensee issued
Feb. 13, 2009
Address
Sanctuary Cove, 4212, QLD

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
 Adam Edward Trajer2007Bachelor of Economics - University of Queensland ~ Certificate - Margin Lending & Geared Investments - Kaplan ~ Certificate - Self Managed Superannuation Funds - Tribeca ~ Diploma of Financial Planning - Deakin University ~ Master of Science (Environmental Management) - Griffith University
 Bruce Donald Cameron2000Bachelor of Business - Charles Sturt University ~ CERTIFIED FINANCIAL PLANNER - FPA
 Christopher John Murphy2007ASX ADA Renewal - Kaplan ~ Bachelor of Commerce (Honours) - Deakin University ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Certificate IV in Accounting - AIFA ~ LRS - Life Risk Specialist - Financial Planning Association of Australia
 James Horsley2017Bachelor of Economics with Major in International Trade and Finance - University of Queensland ~ Diploma of Financial Planning - Pinnacle
 James Michael Foran2018Diploma of Financial Planning + SMSF - Monarch Institute
 Neil Robert Heriot1989CERTIFIED FINANCIAL PLANNER - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Super Funds - Kaplan
 Rodney James Hayes2000Bachelor of Commerce - University of Queensland ~ Chartered Accountant - The Institute of Chartered Accountants in Australia ~ PS146 - Integratec