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Devere Australia Group Pty ltd

AFS License Number
243320
Name
Devere Australia Group Pty ltd
ABN/ACN/ARBN
76006275592
Licensee issued
Dec. 11, 2003
Address
Sandringham, 3191, 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;
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;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; 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;
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;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Alexander Barratt Sedgfield2015Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Securities and Managed Investments - Kaplan
 Damon Robert Shurville2015FNS50615 Diploma of Financial Planning - Kaplan ~ Introduction to Self Managed Superannuation Funds - Kaplan ~ Securities and Managed Investments - Kaplan
 Gary Browne0Graduate Diploma of Financial Planning - Kaplan
 Jack John Wooldridge2016Diploma of Financial Planning Certificate - Kaplan ~ Foundations of Financial Planning Part A:Generic Knowledge - Kaplan ~ Securities and Managed Investments - Kaplan ~ Superannuation and Retirement Planning - Kaplan ~ Tier 1 Life Insurance -Personal Advice - Kaplan
 Max George Clayton Summers0Graduatet Diploma of Financial Planning - Kaplan
 Nastassya Catherine Fusipala O'pangai Muller0Graduate Diploma of Financial Planning - Kaplan
 Rebecca Louise Ellis2017Diploma of Financial Planning - Kaplan
 Rowan Roland Currie1983Diploma of Financial Planning - FPA
 Sara Elizabeth Lucas2013Financial Planning - Pinnacle ~ Financial Planning - Pinnacle ~ Graduate Diploma of Financial Planning - Kaplan
 Stuart Peter Holmes2015Advanced Diploma of Financial Planning - Mentor ~ Diploma of Leadership and Management - Kaplan ~ FNS50611 DIPLOMA OF FINANCIAL PLANNING QUALIFICATION - KAPLAN PROFESSIONAL EDUCATION ~ Foundations of Directorship - AICD ~ Responsible Manager Fundamentals - Financial Education Professionals