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Collins Financial Planning Pty. ltd

AFS License Number
227250
Name
Collins Financial Planning Pty. ltd
ABN/ACN/ARBN
58209411
Licensee issued
June 10, 2003
Address
Footscray, 3011, 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 clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Jason Paul Andrew2001Bachelor Social Science - La Trobe University ~ Diploma of Financial Planning - FPA ~ International Executive MBA - IE Business School ~ Master of International Studies - The University of Sydney
 Khurram Hussain2018Advance Diploma of Accountang - Box Hill Institute ~ Bachelor of Commerce (Accounting & Finance) - Deakin University ~ Diploma of Financial Planning - Monarch Institute ~ Foundation - Chartered Accountancy - CAANZ
 Mark Donald Ducret2003Advanced Taxation - CPA ~ Batchelor of Business (Accounting) - Victoria Uni ~ Diploma Financial Planning - Deakin Uni ~ Fellow of CPA - CPA ~ Tax Agents Licence (Financial) - Tax Practitioners Board
 Paul Lindsay Kelly2003Advanced Taxation - CPA ~ Batchelor of Business - Victoria Uni ~ CPA - CPA ~ Personal Financial Planning & Superannuation - CPA ~ Public Practicing Certificate - CPA