Daniel Allison & Associates Superannuation Pty ltd

AFS License Number
487858
Name
Daniel Allison & Associates Superannuation Pty ltd
ABN/ACN/ARBN
38608471521
Licensee issued
Jan. 10, 2017
Address
South Melbourne, 3205, 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:
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:
deposit and payment products limited to:
basic deposit products;
general insurance products;
life products limited to:
life risk insurance products; and
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
 Brett Gregory Lethborg 2018 Bachelor of Commerce - University of Southern Queensland ~ Deposit Products and Non-cash Payment Facilities - Financial Education Professionals ~ General Insurance - Financial Education Professionals ~ Life Insurance - Financial Education Professionals ~ RG 146 Super and SMSF - Financial Education Professionals
 Damien James Beechey 2017 ACCOUNTANTS ESSENTIAL ADVICE - INTEGRITY EDUCATION ~ BACHELOR OF COMMERCE (MAJOR IN ACCOUNTING) - DEAKIN UNIVERSITY ~ GENERAL INSURANCE & DEPOSIT PRODUCTS - FINANCIAL EDUCATION PROFESSIONALS ~ GRADUATE DIPLOMA IN TAXATION LAW - UNIVERSITY OF MELBOURNE ~ LIFE INSURANCE - FINANCIAL EDUCATION PROFESSIONALS
 Daniel James Allison 2017 Accountants Essential Advice - Integrity Education ~ Bachelor of Commerce - University of Melbourne ~ Deposit Products and Non-Cash Payment Facilities - Financial Education Professionals ~ General Insurance - Financial Education Professionals ~ Life Insurance - Financial Education Professionals
 Fikreta Skopljak 2017 Accountants Essential Advice - Integrity Education ~ Bachelor of Business ( Accounting) - Victoria University ~ Deposit Products and Non-Cash Payment Facilities - Financial Education Professionals ~ General Insurance ( Tier 2) - Financial Education Professionals ~ Life Insurance - Financial Education Professionals