Design Advisory Group Pty ltd

AFS License Number
492049
Name
Design Advisory Group Pty ltd
ABN/ACN/ARBN
65614217819
Licensee issued
May 18, 2017
Address
Applecross, 6153, WA

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;
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
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;
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;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Brent Fairhead 1998 Bachelor of Commence - Murdoch University ~ Certified Financial Planner - Financial Planning Association ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending and Geared Investments - Kaplan ~ SMSF Specialist Adviser - SMSF Association
 Hean-sing Koay 2006 Bachelor of Commerce (Finance & Marketing) - Curtin University ~ Certified Financial Planner - Financial Planning Association ~ Graduate Diploma of Financial Planning - Securities Institute
 Jake Simon Warwick 0 Graduate Diploma of Financial Planning - Kaplan Professional
 Luke Vincent 2018 Bachelor of Commerce (Finance and Management) - Curtin University ~ Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
 Mark Andrew Vincent 2001 Advanced Diploma Financial Services (Financial Planning) - Kaplan ~ Diploma Financial Advising - Securities Institute ~ Graduate Diploma of Financial Planning - Kaplan ~ Margin Lending & Geared Investments - Kaplan ~ SMSF Specialist Advisor - Self Managed Super Fund Association