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Consilium Advice Pty ltd

AFS License Number
424974
Name
Consilium Advice Pty ltd
ABN/ACN/ARBN
86158826647
Licensee issued
Sept. 11, 2012
Address
Sydney, 2000, NSW

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 and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Anthony Nigel Bice2005Accredited Mortgage Consultant - Mortgage and Finance Association of Australia ~ Anti Money Laundering/Counter Terrorism Financing - Mortgage and Finance Association of Australia ~ Bachelor of Commerce - University of Western Sydney ~ Diploma in Financial Services - Financial Planning - PS146 ~ Diploma in Financial Services - Mortgage Broking - Trainee Management Australia
 Anthony Raymond Squire1984Managed Investments - Integratec ~ Margin Lending - Kaplan ~ Risk Management - Integratec ~ Self Managed Super Fund Course - Kaplan ~ Superannuation and Retirement Planning - Integratec
 Attila Kelemen2000Bachelor of Business - Victoria University of Technology ~ Diploma of Financial Services - AMP Learning & Development Sevices ~ Self Managed Superannuation Funds Adviser Course - Tribeca Learning (Aust) Pty Ltd
 Benjamin Sullivan2008Bachelor of Business (Marketing) - Royal Melbourne Institute of Technology ~ Risk Management - Kaplan Professional Education ~ Superannuation & Retirement Planning - Kaplan Professional Education
 Brandon Leung2015Diploma of Financial Planning - International Institute of Technology ~ FNS60415 Advanced Diploma of Financial Planning - International Institute of Technology ~ Graduate Certificate in Finance - Charles Sturt University ~ Master of Applied Finance(Financial Planning) - Charles Sturt University ~ SMSF - International Institute of Technology
 Byron Littlewood1982FNS60404 Advanced Diploma of Financial Services(Financial Planning) - International Institute of Technology
 Christophorus Andrew Wanandy2009Accredited Estate Planning Strategist (AEPS) - Financial Planning Association/University Technology ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Graduate Certificate in Financial Planning - FINSIA ~ Graduate Diploma in Applied Finance - Kaplan Professional ~ Life Risk Specialist (LRS) - Financial Planning Association/Deakin University
 Craig Young1999Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Deakin University
 Dennett Whiteman2014Financial Planning Certificate - Independent Centre of Financial Training ~ Insurance Certificate - Independent Centre of Financial Training ~ Investment Planning - The Australian Institute of Financial Studies ~ Superannuation and Retirement Planning - The Australian Institute of Financial Studies
 Derek Albert Findlay2004DIPLOMA of FINANCIAL SERVICES (Financial Planning) Advanced - Kings Institute College ~ Full Advice Ongoing Training - Kaplan
 Graham Chatterton1997Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - Deakin University
 Joo Young Jennifer YU2020Bachelor of Business - University of Technology, Sydney ~ CPA - CPA Australia ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Business Administration - Deakin University Australia
 Joseph Francis2009Diploma of Business - AAA Financial Intelligence ~ Diploma of Finance and Mortgage Broking Management - AAA Financial Intelligence ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Master of Business Administration - Bharathidasan University
 Matt Stephen Jury2018Diploma of Financial Planning - Monarch
 Mayur Singh2017Certificate IV in Financial Planning - Integratec ~ Certificate IV in Life Insurance - Kaplan Professional ~ Entry level competencies for Financial Service Professionals - Integratec ~ Managed Investments - Integratec ~ Superannuation and Retirement Planning - Integratec
 Michael Messinesi2009Advanced Diploma of Financial Planning/Advice - Kaplan ~ Bachelor of Economics - University of New England ~ Diploma of Financial Planning - Mentor Australia ~ Diploma of SMSF - Mentor Australia ~ Ethics and Professionalism in Financial Advice - Kaplan
 Michael O'dea2013Diploma Of Financial Planning - Monarch Institute
 Neil James Brown2016Bachelor of Economics - Australian National University ~ Diploma of Financial Planning - AAMC Training Group
 Ngoc Khanh Tran2013Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Patrick Michael Julian Mclaughlin2004Diploma of Financial Services (Financial Planning) - AMP Financial Services
 Paul Sidney Crane2010Diploma of Financial Services - AAMC Training Group
 Peter Esau SA2013Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - International Institute of Technology ~ Masters of Accounting - Bond University ~ Principles in Self Managed Superannuation Funds - International Institute of Technology
 Robert Leslie Patterson2015Bachelor of Commerce - University of Western Sydney ~ Dip Finance and Mortgage Broking Management - Intellitrain Pty Ltd ~ Diploma in Financial Services - Financial Planning - Australian College of Professionals
 Roberto Marra2014Diploma of Financial Planning FNS50804 - Tribeca Learning(Aust) Pty Ltd
 Ryan Jack Elliott2017Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Scott Alexander Long2011Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Accounting & Finance) - University of Technology Sydney ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending Accreditation Program - Deakin Prime ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Shaun Derek Porter2016Accountants Self Managed Superannuation Funds Package - Kaplan Professional ~ SACAE (now University of SA) - Bachelor of Business (Banking and Finance)
 Stephen Bognar2006Advanced Diploma of Financial Planning - Financial Planning Association of Australia Limited
 Trevor John Boyle1998Advanced Diploma of Financial Services - Kaplan Professional Education ~ Diploma of Financial Services - Kaplan Professional Education
 Viet Quoc Dean Nguyen2018Bachelor of Economica - Uni of Western Sydney ~ Cert 4 Mortgage Broking - Mentor ~ Diploma Financial Planning - Monarch ~ SMSF Personal Advice - Mentor