Custom Accounting Pty ltd

AFS License Number
286854
Name
Custom Accounting Pty ltd
ABN/ACN/ARBN
44103707044
Licensee issued
July 1, 2005
Address
Cootamundra, 2590, 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;
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;
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
 Debra Lee Cram 2007 Bachelor of Business - Charles Sturt University ~ CA SMSF Specialist - University of NSW ~ Certififcate of Public Practice - ICAA ~ Tier 1 Adviser Compliance Superannuation - Kaplan Professional
 Elizabeth Grace Bodycott 2003 Bachelor of Business - Charles Sturt University ~ CA Program - ICAA ~ Tier 1 Compliance Superannuation - Financial Education Professionals
 Stephanie Helen O'connor 2005 Bachelor of Economics - Macquarie University ~ Certificate of Public Practice - The Institute of Chartered Accountants in Australia ~ Financial Planning Proper Authority Course - The Securities Institute in association with the The Institute of Chartered Accountants in Australia