Download this database for offline use

Clarity Success Freedom Pty ltd

AFS License Number
493340
Name
Clarity Success Freedom Pty ltd
ABN/ACN/ARBN
20614940537
Licensee issued
March 17, 2017
Address
Tweed Heads, 2485, 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

NameFirst provided adviceQualification and trainings
 Lisa Maree Kirk2012Bachelor of Business - Griffith University ~ CFP-Certified Financial Planner - Financial Planner Association ~ Ethics and Professionalism in Financial Planning - Kaplan ~ Financial Services (Financial Planning) - Kaplan ~ Financial Services (Financial Planning) - Kaplan
 Rebecca Leigh Humphreys2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Finance and Mortgage Broking - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Margin Lending-Knowledge and Skills - Kaplan
 Saul Muscardin2018Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Super Funds - Kaplan Professional ~ TASACLv2 Commercial Law - Kaplan Professional ~ Tier 1 Margin Lending - Kaplan Professional