Clarity Adviser Services Pty ltd

AFS License Number
526373
Name
Clarity Adviser Services Pty ltd
ABN/ACN/ARBN
38644676166
Licensee issued
Dec. 18, 2020
Address
Kirrawee, 2232, 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);
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
 Caleb Uncle 0 2023 - Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Cheyenne Roelandts 2015 2017 - DFP5v2 Tax for Financial Advising - Certificate (AQF 1-4) - Kaplan Professional ~ 2017 - TASACLv1 Commercial Law - Certificate (AQF 1-4) - Kaplan ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2024 - Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - KAPLAN Professional
 Michael Jonathan Gault 2018 2009 - Bachelor Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2011 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Sydney ~ 2013 - Certified Financial Planner (CFP) - Other - Financial Planning Association (FPA) ~ 2014 - RG146 Margin Lending - Diploma (AQF 5) - Kaplan Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Scott Robert Dolling 2024 2020 - Commerce - Bachelor Degree (AQF 7) - University of Wollongong ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Sean Atkins 2005 2005 - Bachelor of Commerce (Applied Finance Planning) - Bachelor Degree (AQF 7) - University of Wollongong ~ 2010 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA) ~ 2012 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty