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Chancellor Portfolio Services Pty ltd

AFS License Number
241429
Name
Chancellor Portfolio Services Pty ltd
ABN/ACN/ARBN
88079006367
Licensee issued
Feb. 4, 2004
Address
Sydney, 2000, NSW

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;
foreign exchange contracts;
debentures, stocks or bonds issued or proposed to be issued by a government;
interests in managed investment schemes including:
investor directed portfolio services;
securities;
standard margin lending facility;
superannuation; and
deal in a financial product by:
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
foreign exchange contracts;
debentures, stocks or bonds issued or proposed to be issued by a government;
interests in managed investment schemes including:
investor directed portfolio services;
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Anthony Mcgrath1992The SDIA Accreditation Program - Deakin University
 Charles Sayers2016Foundations of Financial Planning Part A - Kaplan ~ Securities and Managed Funds - Kaplan
 Ian Hamish Campbell1997Graduate Diploma in applied Finance & Investment - Securities Institute
 Matthew Joseph Sharratt2007Financial Markets Core Module - AFMA ~ Futures Module - AFMA ~ Margin Lending & Geared Investments - Kaplan Professional ~ The SDIA Accreditation Program - Deakin University