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Bridge Private Wealth Afsl Pty ltd

AFS License Number
513013
Name
Bridge Private Wealth Afsl Pty ltd
ABN/ACN/ARBN
59609338310
Licensee issued
Feb. 22, 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
 Jessica Waller2012Bachelor of Economics - University of New South Wales ~ Diploma of Financial Planning - University of New South Wales ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Joel Xuereb2004Diploma in Australian Taxation Law - The Taxation Institute Australia ~ Diploma in Financial Markets and Investment - Securities Institute of Australia ~ Diploma of Financial Planning - Deakin University ~ Graduate Diploma in Applied Finance and Investment - Securities Institute of Australia ~ Self Managed Superannuation Fund (SMSF 1: Core Principles) - Kaplan Professional Education
 Neelan Sornalingam2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Self Managed Superannuation Funds - Kaplan Professional
 Ung Quyen Quach2018Advance Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business - University of Technology, Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional (formerly Tribeca) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Fund Adviser Education Program - Financial Essentials