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Clarity Financial Services Pty ltd

AFS License Number
276771
Name
Clarity Financial Services Pty ltd
ABN/ACN/ARBN
57102739659
Licensee issued
July 1, 2004
Address
Murrumbeena, 3163, 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; 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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 April Simone Fielden2001Master of Financial Planning - Southern Cross University ~ Self Managed Superannuation Funds - Kaplan ~ masters of Financial Planning - SSCUQ
 Fabio Ferro1997ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Self Managed Superannuation Funds - Kaplan
 Jin Zhang2016Bachelor of International Economics - University of International Business and Economics ~ Master of Applied Finance - University of Melbourne ~ Master of Professional Accounting - RMIT
 Keryn Batsilas2013Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Applied Science - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Marie Joelle Christelle Huet2015Diploma of Financial Planning - Monarch Institute ~ SMSF Accredited Specialist - SMSF Strategies ~ SMSF Specialist Advisor - SMSF Association
 Mark Stringer2001Diploma of Financial Planning - RMIT ~ SMSF Specialist Accreditation - Westpac
 Martine Pamela Egan2010Advanced Diploma of Financial Planning - Pinnacle ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Richard Charles Meaden2011Diploma of Financial Planning - Kaplan