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Brela Group Pty Limited

AFS License Number
512840
Name
Brela Group Pty Limited
ABN/ACN/ARBN
80629633898
Licensee issued
Feb. 27, 2019
Address
North Sydney, 2060, NSW

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
 Andrew Ofori Akuoko2008Advanced Diploma of Financial Services (Financial Planning) - RG146 Training Australia ~ Advanced Diploma of Financial Services (Financial Planning) - RG146 Training Australia ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia ~ Margin Lending & Geared Investments - Kaplan Professionals ~ Margin Lending & Geared Investments - Kaplan Professionals ~ Master of Commerce (Financial Planning) - University of Western Sydney ~ Master of Commerce (Financial Planning) - University of Western Sydney
 Brent Allan Satill2014Bachelor of Commerce - UNSW Australia ~ Bachelor of Economics - UNSW Australia ~ Diploma of Financial Planning - Monarch Institute
 David Paul Rundle1997Bachelor of Commerce - University of Newcastle ~ CPA - CPA Australia ~ CPA Financial Planning Specialist - CPA Australia ~ Margin Lending & Geared Investments - Kaplan Professional
 Debra Blackah2006Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Business - University of Technology Sydney (UTS) ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Self-Managed Superannuation Funds - Kaplan Professional
 Ian Satill2003Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending and Geared Investments - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Tribeca Learning Australia ~ Self Managed Superannuation Funds - Tribeca Learning Australia
 Justin Derrick Mack2017Bachelor of Applied Finance - Macquarie University ~ Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning - Monarch Institute ~ RG146 SMSF - Monarch Institute