Byron Capital Pty ltd

AFS License Number
289407
Name
Byron Capital Pty ltd
ABN/ACN/ARBN
57113806689
Licensee issued
Sept. 1, 2005
Address
Toowoomba, 4350, QLD

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:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
interests in managed investment schemes limited to:
MDA services; and
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;
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
 Alistair James Schech 2023 2020 - Bachelor of Business - Bachelor Degree (AQF 7) - QUT ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Benjamin John Lonergan 2016 2015 - Diploma of Financial Planning - - Kaplan Professional ~ 2018 - Bachelor of Commerce Finance Major - - University of Southern Queensland
 Brett Walker 2005 1998 - Bachelor of Commerce - - Griffiths University ~ 2005 - Certified Financial Planner - - FPA
 David Knott 2005 1999 - Bachelor of Commerce - - Queensland University ~ 2005 - Graduate Diploma Applied Finance and Investment - - Kaplan ~ 2011 - Advanced Diploma of Financial Serivces (Financial Planning) - - Kaplan ~ 2011 - Certified Financial Planner - - FPA
 Edward Eric James Pullen 2015 2003 - Bachelor of Arts with Honours in Business Economics - - University of Exeter ~ 2016 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2016 - Diploma of Financial Planning - - Kaplan Professional
 Hugh Alexander Wright 2018 2015 - Bachelor of Commerce - - The University of Queensland ~ 2016 - Diploma of Financial Planning - - Kaplan Professional
 James Lachlan Drysdale 2021 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Joshua Thomas Whybrow 2018 2011 - Bachelor of Economics with Honours (BEcHons) - - University of Tasmania ~ 2014 - Diploma of Financial Planning - - Pinnacle ~ 2015 - Advanced Diploma of Financial Planning - - Kaplan Professional
 Matthew Sanson 2013 1997 - Bachelor of Financial Administration - - UNE ~ 2004 - Diploma of Financial Planning - - FPA ~ 2011 - Certified Financial Planning - - FPA
 Nethmi Nimaya Ambawatte 2024 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Peter Robert Mccullough 2015 2009 - Bachelor of Commerce (Finance and Economics) - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 2015 - Margin Lending - - Kaplan ~ 2018 - Accredited Listed Product Adviser Program - - Kaplan Professional ~ 2019 - Principles of Self Managed Superannuation Funds - - International Institute of Technology ~ 2021 - Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Ryan O'connell 2017 2015 - Bachelor of Business Manangement - - University of Queensland ~ 2017 - Diploma Of Financial Planning - - Kaplan
 Trent Jock Purser Humphreys 2001 1999 - Bachelor of Financial Administration - - University of England ~ 2005 - Diploma of Financial Planning - - Financial Planning Association of Australia Limited ~ 2006 - Self Managed Superannuation Funds - - Tribeca ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2011 - Diploma of Financial Services (Finance/Mortgage Broking Management) - - AAMC Training Group