Crystal Wealth Partners ltd

AFS License Number
412226
Name
Crystal Wealth Partners ltd
ABN/ACN/ARBN
78151929823
Licensee issued
Dec. 22, 2011
Address
Sydney, 2000, 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;
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;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
interests in managed investment schemes limited to:
MDA services; and
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;
interests in managed investment schemes limited to:
MDA services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
provide the following custodial or depository services:
operate custodial or depository services other than investor directed portfolio services;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Chris Murray 1993 CFP Education Program - FPA ~ Diploma of Financial Markets - Securities Industry of Australia ~ Diploma of Financial Planning - FPA ~ Ethics & Professionalism - Kaplan ~ SMSF Specialist Adviser - SMSF Professional Association of Australia
 John Francis Mcilroy 1984 Bachelor of Business - RMIT ~ Certificate in Training - Financial Essentials ~ Economic & Legal Context for Financial Planning - Kaplan ~ Ethics & Professionalism - Kaplan ~ Graduate of Institute of Company Directors - Institute of Company Directors
 Lisa Maree Fowler 2003 Bachelor of Commerce (Management, Banking & Finance) - University of Western Sydney ~ Ethics & Professionalism - Kaplan ~ Graduate Diploma of Financial Planning - Securities Institute of Australia
 Louise Maree Lakomy 2000 Certified Financial Planner - Deakin University ~ Ethics & Professionalism - Griffith University ~ Graduate Diploma in Financial Planning - University of Southern Queensland ~ Life Risk Specialist - Financial Planning Association ~ Master of Business Administration - University of Technology
 Priscilla Leah Bayly 2021 Bachelor of Economics - Macquarie University ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Commerce - University of Sydney
 Timothy James Wedd 1998 Bachelor of Commerce - University of Melbourne ~ Certificate in Workplace Training and Assessment - Innovative Business Training ~ Diploma of Financial Planning - Financial Planning Association ~ Ethics and Professionalism for Advisers - Kaplan