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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

NameFirst provided adviceQualification and trainings
 Andrew Havers2018ADFS - Mentor Education ~ Bachelor of Eco & Fin - RMIT ~ Graduate Diploma Financial Planning - Deakin University
 Bernadette Shiels2015Advanced 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
 Constandinos Stamatelos2005Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Business (Accounting & Marketing) - Mentor Education ~ Diploma of Financial Services - Mentor Education
 Dale Clifford Height1994Advanced 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 Svent1999Advanced Diploma Financial Services (Financial Planning) - Deakin University & Integratec
 Domenic Anthony Barba2003Bachelor of Business Accounting - RMIT
 Eddy John Coppe2013Bachelor of Commerce - Deakin University ~ Certified Practicing Accountant - CPA Australia
 Huseyin Djemal2013Bachelor of Commerce - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 James John Worrall Agar1972Certified Financial Planner - FPA ~ Diploma of Financial planning - FPA ~ Self Managed Super Fund Course - Kaplan
 Janahan Kumaralingam2011Advanced Diploma of Financial Services - Kaplan ~ Bachelor of Business & Commerce (Accounting) - Monash University ~ Diploma in Financial Services - Kaplan ~ Diploma of Self Managed Super Funds - Kaplan
 Lewis William Tyson2004Bachelor of Business (Accounting) - Swinburne
 Matt Jake Micallef2018Bachelor 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 Raleigh2005Bachelor 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
 Michael Lavery2000Bachelor 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
 Nicholas Robert Don2011Diploma of Financial Planning (Margin lending) - AAMC ~ Diploma of Financial Planning (TMA) - AAMC
 Ramond Werden1995Bachelor of Business ( Accounting) - RMIT ~ Certified Financial Planner - FPA ~ Diploma in Financial Planning - RMIT / FPA
 Rene Basheer Coory2004Bachelor of Economics (Accounting) - La Trobe University ~ Diploma of Financial Planning - Deacon University
 Sam Matthew Adigrati2004Bachelor of Business (Accounting) - RMIT ~ Certified Financial Planner - Financial Planning Association ~ Post graduate Diploma in Financial Planning - Financial Planning Association
 Samuel Alexander Curry2007Advanced 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)
 Stephen Psyhogios2014AMP Horizons Academy - AMP ~ Diploma in Financial Planning - Traineeship Management Australia
 Vukasin Stjepovic2015Diploma of Financial Services - Kaplan ~ Graduate Diploma of Financial Planning - KAPLAN