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Chaucer Group Pty ltd

AFS License Number
480318
Name
Chaucer Group Pty ltd
ABN/ACN/ARBN
88607427261
Licensee issued
Nov. 23, 2015
Address
Bella Vista, 2153, 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;
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);
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);
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Adam Sebastian Forsberg2006Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Diploma of Financial Services (Financial Planning) - ThreeSixty
 Chul Goo Park2006Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT)
 Gary Christopher Payne2000ASX Listed Products Accreditation Course (LPAC) - LPAC Online Pty Ltd ~ Diploma of Financial Planning - Financial Planning Association of Australia Limited ~ Financial Essentials SMSF Adviser Education Program - Financial Essentials Pty Ltd ~ Margin Lending Accreditation Program - Financial Essentials Pty Ltd
 Iain Stanley2015Diploma Financial Planning - Kaplan
 Kevin Delaney2008ASX Listed Products Accreditation Course (LPAC) - LPAC Online Pty Ltd ~ Advanced Diploma of Financial Services (Financial Planning) - RG146 Training Australia Pty Ltd ~ Self Managed Superannuation Funds - Kaplan Education Pty Limited
 Mark Murray1988Cert IV in Financial Planning - Integratec (Aust) Pty Limited ~ Policy Statement 146 Knowledge Assessment - Integratec (Aust) Pty Limited
 Neil Gearside2000Bachelor of Economics - Macquarie University ~ Certified Financial Practioner - FPA ~ Diploma of Financial Planning - FPA
 Roger Wheelahan2001Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Planning - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Vicky Murace2017Diploma level Tier 1 - Financial Education Professionals