Bwm Licence Pty ltd

AFS License Number
531262
Name
Bwm Licence Pty ltd
ABN/ACN/ARBN
64648164505
Licensee issued
Dec. 3, 2021
Address
Yarrawonga, 3730, VIC

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;
interests in managed investment schemes limited to:
MDA 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 limited to:
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;
interests in managed investment schemes including:
investor directed portfolio services;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Benjamin Mark Douglass 2015 Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - The University of Notre Dame Australia ~ Chartered Accountant - Chartered Accountants Australia and New Zealand ~ Diploma of Financial Planning - Kaplan
 Bernadette Anne Attwood 2018 Diploma of Financial Services (Financial Planning) - ASFA ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Certificate in Financial Planning - Kaplan ~ Graduate Certificate in Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
 Boyd Preston 0 Bachelor of Commerce - Deakin