Core Value FA Pty ltd

AFS License Number
480387
Name
Core Value FA Pty ltd
ABN/ACN/ARBN
26605604493
Licensee issued
Jan. 18, 2016
Address
Surfers Paradise, 4217, 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; 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
 Philippa Lee Baker 2007 ADFP - Kaplan ~ Bachelor of Commerce (Acc/FP) - Griffith Uni ~ Bachelor of Finance - Griffith University ~ Bachelor of FinanceĀ  - Griffith University ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide
 Samuel George Winston Kerr 2018 Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Planning - Mentor Education Pty Ltd ~ Diploma of Financial Planning - Mentor Education Pty Ltd ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Deakin University ~ Master of Financial Planning - Deakin University
 Shane Christopher Lawler 2001 Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Science - Monash University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Graduate Diploma in Applied Finance and Investment - Securities Institute of Australia