Equity Financial Services Australia Pty ltd

AFS License Number
244245
Name
Equity Financial Services Australia Pty ltd
ABN/ACN/ARBN
30070416429
Licensee issued
March 1, 2004
Address
Melbourne, 3004, 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;
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;
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;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Donna Lee Carkeek 2013 Certified Financial Planner Education Program - Deakin University ~ Financial Planning Association Membership - Financial Planning Association
 John Talbot 1990 Certified Financial Planner Education Program - Deakin University ~ Financial Planning Association Membership - Financial Planning Association
 Run Meretz 1987 Advanced Diploma - Integratec ~ SMSF Association Member - SMSF Association
 Sarah Ann Falkinder 2018 Bachelor in Commerce - University of Ballarat ~ CPA Professional Program - CPA Australia ~ RG146 Compliance Units - Kaplan International