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Bull & Bear Financial Strategies Pty ltd

AFS License Number
418872
Name
Bull & Bear Financial Strategies Pty ltd
ABN/ACN/ARBN
74113608683
Licensee issued
May 8, 2012
Address
Forestville, 2087, 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;
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;
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
 Antonio Albuquerque2013Bachelor of Business(Accounting) - Australian Catholic University ~ Diploma of Financial Planning - International Institute of Technology ~ RG146 Tier1 Specialist Margin Lending - International Institute of Technology ~ SMSF Administration - Kaplan
 Daniel Harvey Frederick Elson2015Diploma of Financial Planning - International Institute of Technology
 Ian Streeter2005Advanced Diploma Of Financial Planning - Mentor Education ~ Diploma (Finance / Mortgage Broking Management) - The National Finance Institute ~ Diploma Of Financial Planning - Mentor Education ~ Diploma Of Management & Leadership - Tafe ~ Mortgage Consultant Qualification Certificate - The National Finance Institute
 Lynette DA Costa Shuttleworth2010Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Planning FNS6040 - Mentor Education group