Chpw Financial Pty ltd

AFS License Number
280201
Name
Chpw Financial Pty ltd
ABN/ACN/ARBN
78110598368
Licensee issued
Oct. 27, 2004
Address
Albert Park, 3206, 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

Name First provided advice Qualification and trainings
 Ayten Ozder 2016 FNS50615 Diploma of Financial Planning - Kaplan Professional ~ FNS60415 Advanced Diploma of Financial Planning - Kaplan Education
 Bernadette Shiels 2015 Advanced Diploma of Financial Planning - Deakin University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Integrity Education Group ~ Margin Lending Adviser (Personal Advice) - Mentor Education ~ Self Managed Superannuation Funds - Mentor Education
 Cameron Leigh Jordan 2018 Bachelor of Commerce - Swinburne University of Technology ~ Diploma of Financial Planning - Kaplan ~ FASEA (Financial Adviser) Exam - FASEA
 Constandinos Stamatelos 2005 Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Business (Accounting & Marketing) - Mentor Education ~ Diploma of Financial Services - Mentor Education
 Dale Clifford Height 1994 Advanced Diploma of Financial Planning - Mentor education ~ Insurance Planning: Principles & Application - Independent Centre of Financial Planning ~ Introduction to Financial Planning - Financial Planning Association ~ Investment Planning - Integratec ~ Superannuation and Retirement Planning - Integratec
 David Leslie Beattie 1999 Bachelor of Business - Bendigo College of Advanced Education ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association ~ Securities - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 David Svent 1999 Advanced Diploma Financial Services (Financial Planning) - Deakin University & Integratec
 Huseyin Djemal 2013 Bachelor of Commerce - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Janahan Kumaralingam 2011 Advanced Diploma of Financial Services - Kaplan ~ Bachelor of Business & Commerce (Accounting) - Monash University ~ Diploma in Financial Services - Kaplan ~ Diploma of Self Managed Super Funds - Kaplan
 Leonardo Vargiu 1999 Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Financial Essentials ~ Self Managed Super Funds Specialist Advisor - SPAA (SMSF Professionals Association of Australia)
 Mario DI Martino 1989 Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma Financial Services (Financial Planning) - Tribeca ~ Diploma Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Financial Essentials ~ SMSF Borrowings Specialist Adviser Program, - Financial Planning Association of Australia (FPA)
 Matt Jake Micallef 2018 Bachelor of Commerce - Deakin University ~ Diploma of Accounting - Chisholm Institute ~ Diploma of Financial Planning - Kaplan ~ Securities & Managed Investments - Kaplan ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Matthew David Raleigh 2005 Bachelor of Business (Banking & Finance) - Victoria University of Technology ~ Certificate IV in Financial Services - Kaplan ~ Diploma of Finance & Mortgage Broking Management - Kaplan ~ Diploma of Financial Planning - Kaplan
 Matthew Rigby 2011 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Economics and Finance) - Royal Melbourne Institute Of Technology ~ Diploma of Financial Services (Financial Planning) - Finsia ~ Margin Lending Personal Advice - Kaplan Professional ~ Self-Managed Superannuation Funds - Kaplan Professional
 Michael Lavery 2000 Bachelor of Humanities - Latrobe University ~ Certified Financial Planner - FPA (Financial Planning Association) ~ Diploma of Financial Planning - Deakin University ~ Graduate Diploma of Applied Finance & Investment - Securities Institute
 Rene Basheer Coory 2004 Bachelor of Economics (Accounting) - La Trobe University ~ Diploma of Financial Planning - Deacon University
 Sam Matthew Adigrati 2004 Bachelor of Business (Accounting) - RMIT ~ Certified Financial Planner - Financial Planning Association ~ Post graduate Diploma in Financial Planning - Financial Planning Association
 Samuel Alexander Curry 2007 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning)  - Kaplan Professional ~ Bachelor of Commerce - Monash University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Superannuation Management - Association of Superannuation Funds of Australia Ltd (ASFA)
 Trent Gribbin 2005 Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional