Download this database for offline use

Complete Financial Planning Pty ltd

AFS License Number
246725
Name
Complete Financial Planning Pty ltd
ABN/ACN/ARBN
70107216955
Licensee issued
March 1, 2004
Address
Midland, 6056, WA

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;
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);
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;
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);
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Emma Jane Oliver2007Advanced Diploma Financial Services (FP) - Kaplan ~ Dipolma of Financial Services (FP) - Kaplan ~ Fellow Chartered Financial Practitioner - AFA ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Katherine Boland2004Advanced Diploma of Financial Services (FP) - Tribeca ~ Certificate IV in Financial Planning - Integratec ~ Dipolma of Financial Services (FP) - Integratec ~ Fellow Chartered Financial Practitioner - AFA ~ Margin Lending and Geared Investments - Kplan