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Convergence Wealth Holdings Pty ltd

AFS License Number
516137
Name
Convergence Wealth Holdings Pty ltd
ABN/ACN/ARBN
22633243231
Licensee issued
Aug. 1, 2019
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;
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;
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;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Bassem George Jammal1999ASX Securities - Kaplan ~ Bachelor of Business - University of Technology Sydney ~ Diploma of Financial Services (FP) - Inter Institute of Tech ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - CPA
 Louisa Caroline Jammal1999Advanced Diploma of Financial Planning - Pinnacle Financial Services ~ Bachelor of Business - University of Technology Sydney ~ Diploma of Financial Services (FP) - Inter Institute of Tech ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC ~ Margin Lending - Kaplan