Crown Wealth Group Pty ltd

AFS License Number
494274
Name
Crown Wealth Group Pty ltd
ABN/ACN/ARBN
22603037510
Licensee issued
March 28, 2017
Address
Baulkham Hills, 2153, 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:
deposit and payment products limited to:
basic deposit products;
deposit products other than 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;
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;
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

Name First provided advice Qualification and trainings
 Andrew Charles Moore 2010 Advanced Diploma in Financial Planning - Pinnacle ~ Bachelor of Business (Banking and Finance) - Queensland University of Technology ~ Diploma of Financial Services - Kaplan
 David Allan Austen Coulton 2011 Advanced Diploma of Financial Planning - Mentor Education ~ Advanced Diploma of Financial Planning - Mentor Education ~ Certificate IV in Financial Services - Australis College (formerly Intellitrain) ~ Certificate IV in Financial Services - Australis College (formerly Intellitrain) ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology (IIT) ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology (IIT)
 Evan Hill 2011 Advanced Diploma - Financial Planning - Kaplan Professional ~ Advanced Diploma - Financial Planning - Kaplan Professional ~ Advanced Diploma - Financial Planning - Kaplan Professional ~ Bachelor Degree - Business and Commerce - University of Western Sydney ~ Bachelor Degree - Business and Commerce - University of Western Sydney ~ Bachelor Degree - Business and Commerce - University of Western Sydney ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Masters Degree -Applied Finance - Kaplan ~ Masters Degree -Applied Finance - Kaplan ~ Masters Degree -Applied Finance - Kaplan
 Jarrod Bailey 2020 Advanced Diploma of Financial Planning - Mentor Education ~ Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services - Mentor Education ~ Diploma of Financial Services - Mentor Education ~ FASEA - FASEA ~ FASEA - FASEA ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional