Cam Financial Advice Pty ltd

AFS License Number
557057
Name
Cam Financial Advice Pty ltd
ABN/ACN/ARBN
15674693880
Licensee issued
May 3, 2024
Address
Subiaco, 6008, 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 and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Craig Murray Charnley 2015 2000 - Bachelor of Business - Bachelor Degree (AQF 7) - Edith Cowan University ~ 2002 - Diploma Financial Planning DFP1-4 - Diploma (AQF 5) - Financial Planning Association (FPA)
 Jerome Paul 2018 2012 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - Curtin University ~ 2017 - Diploma Financial Planning FNS50615 - Diploma (AQF 5) - Kaplan Australia ~ 2023 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Professional
 Patrick Cork 1987 1986 - Master of Business Administration - Masters Degree (AQF 9) - UWA ~ 1995 - CFP Plan PLUS Practice KNowledge Exam (PKE) (Special Entry A Pathway) - Professional Designations - Financial Planning Association (FPA) ~ 2020 - SuperConcepts & ICFS Specialist SMSF online course - Other - Super Concepts ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Shaena Snyman 2024 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan