Download this database for offline use

Corp-plan Wealth Management Pty ltd

AFS License Number
479803
Name
Corp-plan Wealth Management Pty ltd
ABN/ACN/ARBN
48607116414
Licensee issued
Oct. 27, 2015
Address
Bundall, 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;
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); 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;
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); and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Alexander Andrew Mizarollis2015Bachelor of Laws (Honours) - Griffith University ~ RG 146 SMSF Specialist - Terra Cordis
 Andy Costa Mizarollis2002Bachelor of Commerce - Univesity of Johannesburg ~ Chartered Accountant - Financial Planning Specialist - ICAA ~ Managed Investments - Accredited ~ Self Managed Super Fund Course - Tribeca ~ Superannuation and Retirement Planning - Accredited