Edge Financial Group Pty ltd

AFS License Number
534400
Name
Edge Financial Group Pty ltd
ABN/ACN/ARBN
51105803361
Licensee issued
Oct. 6, 2021
Address
Osborne Park, 6017, 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;
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
 Brett Hammond 2001 1995 - Bachelor of Business - - Edith Cowan University ~ 2003 - Diploma in Financial Services (Financial Planning) - - Integratec
 Robert Barkla 2000 1995 - Bachelor of Science - - Curtin University ~ 2003 - Diploma of Financial Services (Financial Planning) - - Integratec ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2021 - Grad Dip FP - Graduate Diploma (AQF 8) - KAPLAN