Chalice Nominees Pty. Ltd.

AFS License Number
246305
Name
Chalice Nominees Pty. Ltd.
ABN/ACN/ARBN
97078162393
Licensee issued
Dec. 15, 2003
Address
Stirling, 6021, 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;
derivatives limited to:
old law securities options contracts and warrants;
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;
derivatives limited to:
old law securities options contracts and warrants;
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
 Peter Mark Jackson 1994 1979 - Bachelor of Commerce - - UWA ~ 1983 - Chartered Accountant - - ICAA ~ 1998 - DFP - - FPA ~ 1999 - CFP - - FPA
 Robert David Lurie 2008 2008 - AFP - - FPA ~ 2008 - DFS(FP) - - FPA
 Robert Michael Avery 1995 1975 - Bachelor of Commerce - - University of Newcastle ~ 1985 - Graduate Diploma in Finance - - WA College of Advanced Education ~ 1996 - Diploma of Financial Planning - - RMIT University