Consone Wealth Pty. Ltd.

AFS License Number
522942
Name
Consone Wealth Pty. Ltd.
ABN/ACN/ARBN
22636903270
Licensee issued
July 9, 2020
Address
Narre Warren North, 3804, 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;
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

Name First provided advice Qualification and trainings
 Dean Michael Thompson 1998 2003 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2014 - Advanced Diploma of Financial Planning - - Kaplan Professional Education
 Stephen Kenneth Price 2007 2004 - Bachelor of Commerce (majoring in Electronic Commerce Management and Financial Planning) - - Deakin University ~ 2012 - Graduate Certificate in Business (Finance) - - Queensland University of technology