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;
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; and
from 1 July 2022, securities in a CCIV;
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;
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;
from 1 July 2022, securities in a CCIV; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Alexander Andrew Mizarollis 2015 2015 - Bachelor of Laws (Honours) - - Griffith University ~ 2018 - RG 146 SMSF Specialist - - Terra Cordis ~ 2021 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - Chartered Accountants Australia and New Zealand