Bruining Partners Pty ltd

AFS License Number
245514
Name
Bruining Partners Pty ltd
ABN/ACN/ARBN
67009245827
Licensee issued
Jan. 5, 2004
Address
West Leederville, 6007, 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; 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; and
superannuation;
to retail clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Brenda Ai-ching Will 2006 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Graduate Diploma o Financial Planning - Kaplan Professional
 Christopher Paul Pritchard 2010 Bachelor of Commerce - Curtin University of Technology ~ Certified Financial Planner - Financial Planning Association of Australia
 Daniel Mark Ernest Purslowe 2013 Bachelor of Commerce (Economics and Financial Planning) - Curtin University of Technology
 David Richard Mcgregor 2008 Bachelor of Commerce (Accounting) - University of Notre Dame ~ CFP - FPA ~ Graduate Certificate Financial Planning - FINSIA
 Peter John Webster 2001 Advanced Diploma of Superannuation - Association of Superannuation Funds of Australia Limited ~ Bachelor of Commerce (Major Economics & Finance) - Curtin University of Technology ~ Diploma of Financial Planning - Deakin University / Financial Planning Association of Australia
 Petrese Jillian Ivey 2008 Bachelor of business (accounting) - Edith Cowan University ~ Diploma of Financial Planning - Financial Services Training & Assessment ~ Ethics and professionalism in Financial Advice - Kaplan Professional ~ Fellow Chartered Financial Practitioner - AFA ~ Margin Lending - Pinnacle Financial Services
 Stephanie Kit YI Tang-bowman 2008 Bachelor of Economics - University of Western Australia ~ Graduate Diploma in Financial Planning - Finsia