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Consortium Private Wealth Pty ltd

AFS License Number
495401
Name
Consortium Private Wealth Pty ltd
ABN/ACN/ARBN
74616250965
Licensee issued
Sept. 15, 2017
Address
Horsham, 3400, 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

NameFirst provided adviceQualification and trainings
 Amy Marina Yuuka Lehmann0Bachelor of Business (Accounting) - RMIT ~ Bachelor of Business (Financial Planning) - RMIT
 Ashley Peter Rowan2013Advanced Diploma - Financial Planning - International Institute of Technology ~ Fellow Chartered Financial Practitioner - Kaplan Australia ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Olivia Frances Glare2018Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - International Institute of Technology ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Principles of Margin Lending - International Institute of Technology ~ Principles of Self Managed Superannuation Funds - International Institute of Technology
 Rachael Todman2018Diploma of Financial Planning - IIT ~ FPC002B Ethics & Professionalism in Financial Advice - Kaplan Professional
 Robert Goudie1998CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Other - SMSF Adviser (Specialist) - SMSF Association