Cumulus Wealth Pty ltd

AFS License Number
524450
Name
Cumulus Wealth Pty ltd
ABN/ACN/ARBN
44634297279
Licensee issued
March 31, 2021
Address
Melbourne, 3000, VIC

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;
interests in managed investment schemes including:
investor directed portfolio services;
MDA services;
securities; and
standard margin lending facility; 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;
interests in managed investment schemes including:
investor directed portfolio services;
MDA services;
securities; and
standard margin lending facility;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Julian John Freney-mills 2000 Diploma of Financial Advising - The Securities Institute of Australia ~ Margin Lending - Stockbrokers Association of Australia ~ Professional Diploma in Stockbroking - Stockbrokers Association of Australia
 Marco Longo 2001 ASIC PS146 Compliance (Securities and Managed Investments) - Securities and Derivatives Industry Association ~ Bachelor of Commerce - Curtin University of Technology ~ Margin Lending - Stockbrokers Association of Australia ~ Professional Diploma in Stockbroking - Stockbrokers Association of Australia
 Mark James Goulopoulos 2001 ADA2 - ASX ~ Bachelor of Commerce - Monash University ~ Graduate Diploma of Applied Finance and Investment - The Securities Institute of Australia ~ Margin Lending - Stockbrokers Association of Australia ~ Professional Diploma in Stockbroking - Stockbrokers Association of Australia
 Phillip Krilis 2016 Bachelor of Commerce (Finance) - Deakin University Australia ~ Diploma of Financial Planning - KAPLAN ~ Graduate Diploma of Applied Finance - KAPLAN ~ Margin Lending - Stockbrokers Association of Australia ~ Professional Diploma in Stockbroking - Stockbrokers Association of Australia