Cross Marc Pty. Ltd.

AFS License Number
489315
Name
Cross Marc Pty. Ltd.
ABN/ACN/ARBN
28154109681
Licensee issued
March 21, 2017
Address
Panania, 2213, NSW

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:
superannuation limited to:
self-managed superannuation fund;
a person s existing holding in a superannuation product but only to the extent required for:
making a recommendation that the person establish a self-managed superannuation fund; and
providing advice to the person on contributions or pensions under a superannuation product;
provide class of financial product advice for the following classes of financial products:
superannuation; and
deal in a financial product by:
arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund; and
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Leah Widdup Augusto 2018 Superannuation & SMSFs - Kaplan Professional
 Marc Bestawros 2017 Financial Planning - Kaplan ~ Superannuation & SMSFs - Kaplan