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Boutique Advisers Pty ltd

AFS License Number
520405
Name
Boutique Advisers Pty ltd
ABN/ACN/ARBN
55056631157
Licensee issued
May 22, 2020
Address
Subiaco, 6008, WA

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
 Aaron George Wain2015Accredited Listed Product Adviser Program - Kaplan ~ Master of Financial Planning - Curtin University ~ Self Managed Superannuation Funds - Kaplan
 Andrew Mark Bolingbroke1999Diploma of Financial Planning - Deakin University
 Damien Thomas Quirk2007Master of Financial Planning - Griffith University
 Gary Darren Hasler1992Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Jodi Deborah Escudier2013Advanced Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Planning - Integrity Education Group
 Karen Ashleigh Haarhoff2004Bachelor of Commerce - RAU ~ Ethics & Professional in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Post Grad. Dip Financial Planning - UFS ~ Superannuation & Retirement Advice - Kaplan
 Kathryn Claire Mcdonald2013Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd ~ Bachelor of Business - Swinburne Institute of Technology
 Kimberley Edward Bailey1984Bachelor of Business - Western Australian Institute of Technology (WAIT) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Neil Kingsley Cocker1993Diploma of Financial Planning - Deakin University
 Sean Daniel Hocking2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - The University of Western Australia ~ Diploma of Financial Planning - Kaplan Professional ~ SAFAA ML - Margin Lending - Western Sydney University