Eclipse Licensee Pty ltd

AFS License Number
517759
Name
Eclipse Licensee Pty ltd
ABN/ACN/ARBN
88634625004
Licensee issued
Dec. 2, 2019
Address
Mornington, 3931, 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

Name First provided advice Qualification and trainings
 Andrew Havers 2018 ADFS - Mentor Education ~ Bachelor of Eco & Fin - RMIT ~ Graduate Diploma Financial Planning - Deakin University
 Bjorn Kutschera 2014 Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ International Management (Finance, Controlling, Accounting) - University of Applied Sciences Hof, Germany ~ Self Managed Superannuation Funds - Kaplan
 Jodie Eastough 2007 Advance Diploma of Financial Services ( Financial Planning ) - Tribeca ~ Applied Financial Planning - KAPLAN ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial services ( Financial Planning ) - Tribeca ~ Master of Financial Planning - Kaplan Professional Education
 Lauren Styles 2017 Financial Education Professionals Full Diploma Level - Tier 1 - Financial Education Professionals ~ Kaplan 910 Generic Knowledge - Kaplan ~ Kaplan DFP5v2 Tax for Financial Advising - Kaplan ~ Kaplan TASACLv1 Commercial Law - Kaplan ~ Kaplan Tier 1 Life Insurance - General Advice - Kaplan
 Sam Layland Hodder 2006 Certificate IV Financial Services (Finance/Mortgage Broking) - Traineeship Management Australia (TMA) ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Graduate Diploma in Applied Finance - Securities Institute ~ Margin Lending and Geared Investments - Kaplan
 Shane Albert Casey 2002 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Tribeca