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Communitas Wealth Pty ltd

AFS License Number
500551
Name
Communitas Wealth Pty ltd
ABN/ACN/ARBN
21620514945
Licensee issued
April 12, 2018
Address
Docklands, 3008, 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;
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;
interests in managed investment schemes limited to:
MDA 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;
derivatives;
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;
interests in managed investment schemes limited to:
MDA 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 clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Peter Pennicott2013Bachelor of Commerce (Accounting/Financial Planning) - Deakin University ~ Master of Commerce - University of Western Sydney
 Rhiannon Kanoniuk2006Bachelor of Commerce (Accounting and Financial Planning) - Deakin University ~ Margin Lending and Geared Investments - Kaplan ~ Master of Commerce (Financial Planning) - University of Western Sydney ~ Self Managed Superannuation Funds - Mentor Education
 Zachary Masters2015Bachelor Business (Financial Planning) - Victoria University