Cfg Advice Pty ltd

AFS License Number
501857
Name
Cfg Advice Pty ltd
ABN/ACN/ARBN
62621016055
Licensee issued
Jan. 18, 2018
Address
Southbank, 3006, 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;
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;
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;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Anuj Shangle 2004 Master of Business Administration - Edith Cowan University
 Benjamin Paul Cranage 2000 CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Latrobe University
 Dewmi Pathirana 0 Bachelor Commerce Majoring in Commercial Law and Financial Planning - Deakin University
 Glenn Bernard Considine 1995 Advanced Diploma - Financial Planning - Deakin ~ Bachelor Degree - Commerce - Deakin University Geelong
 Jeremy Beaumont 2017 Diploma of Financial Planning - Mentor
 Laura Jayne Cranage 2012 Advanced Diploma - Financial Planning - Kaplan ~ Diploma - Financial Planning - Kaplan
 Petru Bradea 2017 Advanced Diploma of Financial Planning - Monarch Institute ~ Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute
 Samuel Patrick Cranage 2003 CFP - Certified Financial Planner - Financial Planning Association of Australia
 Timothy Carrigg 1998 CFP - Certified Financial Planner - Financial Planning Association of Australia ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Business - Swinburne Institute of Technology ~ Diploma - Business - Swinburne Institute of Technology ~ Diploma - Financial Planning - Deakin University ~ Diploma - Financial Planning - Deakin University ~ Other - SMSF Adviser (Specialist) - SMSF Association ~ Other - SMSF Adviser (Specialist) - SMSF Association