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Collins House Private Wealth Pty ltd

AFS License Number
449146
Name
Collins House Private Wealth Pty ltd
ABN/ACN/ARBN
45166528758
Licensee issued
Feb. 4, 2014
Address
Melbourne, 3000, 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;
derivatives;
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
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;
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
 David Varlamos2018Bachelor of Arts - Monash University ~ Certificate in Financial Markets - Securities Institute of Australia ~ Tier 1 Generic Knowledge - Kaplan ~ Tier 1 Securities & Managed Investments Personal Advice - Kaplan
 Dominic Alafaci1984Bachelor of Business - Victoria University ~ Bachelor of Economics - Monash University ~ Certified Financial Planner Certification - FPA Australia ~ Self Managed Superannuation Specialist Certification - SPAA ~ Specialist Financial Planning Accreditation - CPA Australia
 Kate Nicol2011Advanced Diploma in Financial Planning - Kaplan Australia ~ Bachelor of Business (Financial Planning) - RMIT University ~ CFP - FPA ~ Diploma in Financial Planning - Kaplan Australia
 Matthew Donato Del Giudice2018Bachelor of Business (Financial Planning) - La Trobe University
 Simon Guiliano2003Advanced Diploma of Financial Services (Financial Planning) - Integratec ~ CFP - FPA ~ Code of Ethics - Kaplan ~ Graduate Diploma in Applied Finance & Investment - Securities Institute ~ SMSF Specialist Advisor - SMSF Association