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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

NameFirst provided adviceQualification and trainings
 Angelo Anthony Baronessa2018Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Economics - La Trobe University ~ Diploma of Financial Services - RMIT University
 Anuj Shangle2004Master of Business Administration - Edith Cowan University
 Benjamin Paul Cranage2000CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - Latrobe University
 Glenn Bernard Considine1995Advanced Diploma - Financial Planning - Deakin ~ Bachelor Degree - Commerce - Deakin University Geelong
 Jeremy Beaumont2017Diploma of Financial Planning - Mentor
 Laura Jayne Cranage2012Advanced Diploma - Financial Planning - Kaplan ~ Diploma - Financial Planning - Kaplan
 Petru Bradea2017Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute
 Samuel Patrick Cranage2003CFP - Certified Financial Planner - Financial Planning Association of Australia
 Timothy Carrigg1998CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Business - Swinburne Institute of Technology ~ Diploma - Financial Planning - Deakin University ~ Other - SMSF Adviser (Specialist) - SMSF Association