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Clearview Financial Advice Pty ltd

AFS License Number
331367
Name
Clearview Financial Advice Pty ltd
ABN/ACN/ARBN
89133593012
Licensee issued
Jan. 20, 2009
Address
Sydney, 2000, 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;
derivatives;
foreign exchange contracts;
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:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
derivatives; and
foreign exchange contracts; and
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;
derivatives;
foreign exchange contracts;
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
 Adam Wesek1999Advanced Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Amy Elizabeth Langlands2015Aged Care - Aged Care Steps ~ Bachelor of Commerce - University of Wollongong ~ Diploma of Financial Planning - Kaplan ~ FNS60410 Advanced Diploma of Financial Planning - Kaplan Professional Education
 Anthony William Sultana2000Certificate in Financial Markets - Securities Institute Education ~ Certified Financial Planner Program (CFP) - Financial Planning Association of Australia ~ Graduate Diploma in Financial Planning - Securities Institute Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan
 Arthur Kelleher2018Diploma of Financial Planning - FPA
 Bill Patterson2010Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services - Finsia ~ Graduate Certificate in Financial Planning - Kaplan Professional
 Bridget Mary Poulos2006Diploma of Financial Planning - FNS50615 - Mentor Education ~ Diploma of Financial Services - National Insurance Brokers Association of Australia
 Clare Eileen Dunbar2018Accredited Aged Care Professional - Aged Care Steps ~ FNS50804 Diploma of Financial Services (Financial Planning) - Mentor Education ~ Graduate Certificate in Finance - Charles Sturt University
 Courtenay Joan Walker0FPC001B Economic and Legal Context for Financial Planning - Kaplan ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan ~ FPC003 Superannuation and Retirement Advice - Kaplan ~ FPC004 Insurance Advice - Kaplan ~ FPC007B Client Engagement Skills - Kaplan
 Craig Chapman1999Advanced Diploma of Financial Services (Financial Planning) (FNS60404) - Kaplan Professional Education ~ Economic and Legal Context for Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Superannuation and Retirement Advice - Kaplan
 Darren Scott Harris2000Certified Financial Planner Program (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Markets - Securities Institute Education ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Dean Andrew Reeves2001Bachelor of Business (majoring in Accounting) - Southern Cross University ~ Certificate IV in Financial Planning - Integratec ~ FNS60410 Advanced Diploma of Financial Planning - Kaplan Professional Education
 Donald Mcnab1987Advanced Investment Planning (DFP7) - Financial Planning Association of Australia ~ Diploma of Financial Planning (DFP1-5) - Financial Planning Association of Australia ~ Estate Planning - Tribeca Learning ~ Regulatory Guide 146 Assessment - Kaplan Professional Education ~ Self Managed Superannuation Funds - Tribeca Learning
 Elke Karin Richardson2003Diploma of Financial Services (Financial Planning) (FNB50802) - Integratec
 Gerard Anthony Sherlock1989Certificate IV in Financial Planning - Integratec ~ Investment Planning 1 - Integratec ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Taxation Planning - Integratec
 Greg Ilan Shar2018Bachelor of Commerce - The University of New South Wales ~ Diploma of Financial Planning - Kaplan
 Ian John Davidson1988Bachelor of Commerce - The University of Queensland ~ Certified Financial Planner Program (CFP) - Financial Planning Association of Australia ~ Chartered Accountant - Financial Planning Specialist - The Institute of Chartered Accountants in Australia ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 James Patrick Dowling2006Bachelor of Economics - The University of Queensland ~ Diploma of Financial Services (Financial Planning) (FNS50804) - Tribeca Learning
 Jane Cathrine Russell2006Aged Care - Aged Care Steps ~ FNS60404 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Jennifer Anne Simmonds2005Accredited Aged Care Professional - Aged Care Steps ~ CFP Certification Program - FPA ~ FNS60404 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 John Daniel Buckley1990Entry Level Competencies - Integratec ~ Investment Planning 1 - Integratec ~ Risk Management - Integratec ~ Superannuation and Retirement Planning - Integratec ~ Taxation Planning - Integratec
 Jonathan Charles Pillemer2014Certificate Course in Superannuation Legislation and Practice - Investment Training College ~ Certificate Course on Risk Management and Insurance Planning - Investment Training College ~ Diploma of financial Planning (DFP1) - Financial Planning Association of Australia
 Jonathan Davis2003Bachelor of Business - Deakin University ~ Diploma of Financial Services (Financial Planning) (FNS50804) - Tribeca Learning
 Julian Hunter Kemm1997Bachelor of Commerce - Bond University ~ Certified Financial Planner Program (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Tribeca Learning
 Julie Windebank2005Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Fellow Chartered Financial Practitioner - Asia Pacific Financial Services Associataion
 Juliette Anne Krowitz2005Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Karen Leigh Mills0Bachelor of Business (Financial Planning) - RMIT University ~ Ethics and Professionalism in Financial Advice - Kaplan
 Karen Lynette Crane1997Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner Program (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Kent Stuart Keith Mcdonald2001Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Graduate Diploma in Applied Finance and Investment - Securities Institute Education ~ Graduate Diploma of Financial Planning - Securities Institute Education ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Kimberley Williams2018DFP5v4 Tax for Financial Advising - Kaplan ~ FNS50615 - Diploma of Financial Planning - IIT ~ TASACLv2 Commercial Law - Kaplan
 Martin Jakovics2003Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner Program (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Tribeca Learning
 Mary-louise Serrao1998Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner Program (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Nathan Duff2015FNS60404 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Roy John Hall2003Diploma of Financial Services (Financial Planning) (FNS50804) - Tribeca Learning ~ Ethics and Professionalism in Financial Advice (FPC002B) - Kaplan ~ FNS50504 Diploma of Financial Services (Finance/Mortgage Broking Management) - The National Finance Institute ~ Self Managed Superannuation Funds - Kaplan ~ Superannuation and Retirement Advice (FPC003) - Kaplan
 Roy Philip Agranat1983Advanced Diploma of Financial Services (Financial Planning) (FNB60402) - Integratec
 Scott Campbell Middleton1996FNS50804 Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Family SMSF Advisor RG 146 Course - Terra Cordis
 Shane Hermann2018Bachelor of Business - Charles Sturt University ~ Diploma of Financial Planning - FPA
 Simon James Rayner1992Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Diploma in Financial Markets - Securities Institute ~ FNS50804 - Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Statement of Attainment - Self Managed Superannuation Funds - Kaplan
 Simon Keir2001Entry Level Competencies - Tribeca Learning ~ Investment Planning 1 - Tribeca Learning ~ Risk Management - Tribeca Learning ~ Superannuation and Retirement Planning - Tribeca Learning ~ Taxation Planning - Tribeca Learning
 Stellios Pavlakis2010Bachelor of Business (Banking and Finance) - Queensland University of Technology ~ FNS60404 - Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Stephen Peter Weinstein1999ASX Listed Products Accreditation Course - Savings Factory/ASX ~ Certified Financial Planner Program (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Markets - Securities Institute Education ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - Tribeca Learning
 Stephen William Thompson2011Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Finsia
 Sukhwindar Kaur Kerr1996Certified Financial Planner Program (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University/Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Todd Raymond Dalton2012Advanced Diploma of Financial Planning FNS60410 - Mentor Education - RG146 Training Australia ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Warren Martin Strybosch2002ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Advanced Diploma of Accounting - Applied Education ~ Diploma of Finance and Mortgage Broking - AAMC Training Group ~ Graduate Diploma in Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional Education