Collins Wealth Management Pty ltd

AFS License Number
533532
Name
Collins Wealth Management Pty ltd
ABN/ACN/ARBN
51602627029
Licensee issued
Sept. 6, 2021
Address
Brisbane, 4000, QLD

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

Name First provided advice Qualification and trainings
 Brad Scott Billingham 1999 1997 - Bachelor of Business Management - - QUT ~ 1999 - Estate Planning - - National Mutual Financial Planning ~ 2001 - Diploma of Financial Planning - - FPA ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2010 - Self Managed Super Funds - - Kaplan
 Daniel Norman Collins 2001 2001 - Diploma of Financial Planning - - FPA ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2010 - Self Managed Super Funds - - Kaplan