Choice Private Clients Pty ltd

AFS License Number
227675
Name
Choice Private Clients Pty ltd
ABN/ACN/ARBN
46050199338
Licensee issued
July 1, 2003
Address
South Melbourne, 3205, 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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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
 Amanda Hobbs 1997 Bachelor of Business - Chisholm Institute of Technology ~ Bachelor of Business - Chisholm Institute of Technology ~ Graduate Diploma of Applied Finance - Securities Institute of Australia ~ Graduate Diploma of Applied Finance - Securities Institute of Australia
 Angus Tyers 2018 Accountants Financial Planning - Kaplan ~ Accountants Financial Planning - Kaplan ~ Accountants Financial Planning - Kaplan ~ Graduate Diploma (CA) - Chartered Accountants ~ Graduate Diploma (CA) - Chartered Accountants ~ Graduate Diploma (CA) - Chartered Accountants ~ Insurance And Risk Protection - Kaplan ~ Insurance And Risk Protection - Kaplan ~ Insurance And Risk Protection - Kaplan
 Christian David Ryan 2001 Bachelor of Business (Accounting) - Royal Melbourne Institute of Technology ~ Bachelor of Business (Accounting) - Royal Melbourne Institute of Technology
 Paul Robert Leitzke 1998 Bachelor of Business (Accounting) - Deakin University