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Core Financial Services Pty ltd

AFS License Number
480009
Name
Core Financial Services Pty ltd
ABN/ACN/ARBN
91607163646
Licensee issued
Dec. 15, 2015
Address
Bullsbrook, 6084, WA

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
 Allan Weston Johnson2004Diploma in Financial Services (Distribution) - Deakin Financial Planning Pty Ltd ~ Financial Services Essentials - Deakin Financial Planning Pty Ltd ~ Regulatory Guide 146 Assessment - Kaplan Education Pty Ltd
 Bernard Maurice Maughan1995Bechelor of Arts Law and Philosophy - The University of Hull ~ Master of Business Administration - Northwestern University & The Hong Kong University of Science and Technology
 Clint John Hindle2017Diploma of Financial Planning - Kaplan Professional ~ Life Insurance Adviser (Personal Advice) - Mentor Education
 Colin Stocks2006Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Ltd ~ Tier 1 Insurance Broking - Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
 Craig Ross1985Advanced Diploma of Financial Planning - Tribeca ~ Bachelor of Commerce (Finance & Marketing) - Curtin ~ Diploma of Financial Planning - Kaplan
 Frank Varallo2018Advanced Diploma of Financial Planning - International Institute of Australia ~ Diploma of Financial Planning - Traineeship Management Australia
 Goce George Mileski2001Bachelor of Economics Honours - La Trobe University ~ Certified Financial Planner - FPA ~ Graduate Diploma in Applied Finance and Investment - Financial Services Institute of Australasia ~ Graduate Diploma in Financial Planning - Financial Services Institute of Australasia
 Gurprit Singh2005Diploma of Financial Services (Financial Planning) - Tribeca Learning (now Kaplan Business School)
 Huan YU0Graduate Diploma of Financial Planning - Kaplan ~ Master of Management (Accounting) - University of Melbourne
 John James Tait2011Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group
 Jonathan Michael Ross2018Diploma of Financial Planning - Kaplan ~ Securities and Managed Investments - Kaplan
 Martin Milton1999Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Education Pty Ltd ~ Self Managed Superannuation Funds - Kaplan
 Nick Davos2005Bachelor Commerce/Science - Melbourne University ~ Diploma of Financial Planning - Deakin University
 Paul Bowen1991Advanced Diploma in Financial Planning - Kaplan ~ Certificate in Financial Planning - Chartered Insurance Institue (CII) - UK ~ Certificate in Mortgage Advice - Chartered Insurance Institue (CII) - UK ~ Diploma in Financial Planning - Chartered Insurance Institue (CII) - UK ~ Diploma in Financial Planning - Kaplan
 Paul Raymond Stafford2004Certified Financial Planner - Financial Planning Association ~ Diploma Financial Planning - Deakin University
 Rebecca Viola Firns2006Advanced Diploma of Financial Services (Financial Planning) - Financial Planning Association ~ Diploma of Financial Planning - DFP 1 - 7 - Financial Planning Association ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Superannuation and Retirement Planning - Tribeca (Kaplan Professional)
 Richard Partridge2008Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) Pty Ltd ~ IB500 Tier 1 Insurance Broking Compliance - Australian and New Zealand Institute of Insurance and Finance
 Robert Bruce Mcneilage2004Entry Level Competencies (Dip FP 1) - Integratec ~ Life Products - Integratec ~ RSA - Integratec ~ Superannuation - Integratec
 Sebastian Andrew Benade2009Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Bachelor Business (International Business) - University of Sunshine Coast ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ RG146 Tier 1 Margin Lending - Kaplan Australia
 Steven Michael Milios2009Cert III in Financial Planning (Financial Planning: Principles & Applications) - The Australian Institute of Financial Studies Pty Ltd ~ Insurance Planning: Principles & Applications - The Australian Institute of Financial Studies Pty Ltd ~ Investment Planning 2 (90879NSW) - Integratec (Aust) Pty Ltd ~ Superannuation & Retirement Planning - The Australian Institute of Financial Studies Pty Ltd
 Steven Yoannidis2009Chartred Life Practitioner (ChLP) - Mentor Education Group ~ Diploma of Financial Services (Financial Planning) - Investment Banking Institute ~ Diploma of Management - Kangan Institute
 Wentao Guo2016Diploma of Financial Planning - RG146 Training Australia Pty Ltd t/as Mentor Education ~ Life Insurance Adviser (Personal Advice) - Mentor Education ~ Master of Commerce (Finance) - The University of Wollongong ~ Superannuation Adviser (Personal Advice) - Mentor Education