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Certus Life Pty. Ltd.

AFS License Number
467443
Name
Certus Life Pty. Ltd.
ABN/ACN/ARBN
99169526363
Licensee issued
Dec. 11, 2014
Address
East Melbourne, 3002, 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:
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; 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:
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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Caitlin Maree Gardiner1996Diploma Financial Services - NIBA ~ Diploma of Financial Services - National Insurance Brokers Association (NIBA) ~ Graduate Diploma of Financial Planning - Kaplan
 Carlie Maree Thatcher2002Certificate IV in Finance and Mortgage Broking - Finance & Related Services Training Academy (FARSTA) ~ Diploma of Financial Planning - Kaplan Professional ~ Requirements to meet FASEA - FASEA
 Leigh Quade2011Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Requirements to meet FASEA - FASEA
 Lisa Willis2016Aged Care Accreditation - Aged Care Steps ~ Diploma Of Financial Planning - International Institute Of Technology ~ Requirements to meet FASEA - FASEA
 Matthew Robert Goschnick2013Advanced Diploma of Financial Planning - International Institute of Technology ~ Masters of Financial Planning - Kaplan ~ Requirements to meet FASEA - FASEA ~ Self Managed Superannuation Funds - International Institute of Technology ~ Specialist Margin Lending - International Institute of Technology
 Michael Duffy2001Advanced Diploma of Financial Services (Financial Planning) - AMP Limited ~ Certified Financial Planner - FPA ~ Diploma of Financial Services ( - AMP Limited ~ Requirements to meet FASEA - FASEA ~ SMSF accreditation - FSTA
 Nathan Cain2017Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - International Institute of Technology
 Nicole Gardner2006Diploma of Financial Serrvices (financial Planning) - TAFE Queensland ~ Diploma of Financial Services - TAFE Queensland ~ Requirements to meet FASEA - FASEA
 Paul William Burke1998Basic Competencies Training Program - MLC / Lend Lease / RMIT ~ Investment Planning DFP3 - FPA ~ Requirements to meet FASEA - FASEA ~ Retirement Planning DFP4 - FPA ~ Vertified Financial Planner - FPA Australia
 Philip John Budin1998Bachelor of Economics - UNE ~ Diploma of FInancial Services (Financial Planning) - Kaplan