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Core Advisor Group Pty ltd

AFS License Number
281394
Name
Core Advisor Group Pty ltd
ABN/ACN/ARBN
19109451916
Licensee issued
March 18, 2005
Address
Fortitude Valley, 4006, QLD

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
 Christopher David Mcknight2005Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of International Finance - Griffith University ~ Grad Cert Applied Finance - KAPLAN ~ SMSF Association SMSF Specialist Advisor - SPAA
 Matthew John Kuhn2015Bachelor of Commerce - USQ
 Michael Jeremy Purvis2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Commissioner for Declarations - Queensland Government
 Shane Matthew Bensted2014Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business (Marketing) - Queensland University of Technology (QUT) ~ Dipolma of Financial Planning - Intellitrain