Essential Financial Planning Australia Pty ltd

AFS License Number
400439
Name
Essential Financial Planning Australia Pty ltd
ABN/ACN/ARBN
95146886035
Licensee issued
April 15, 2011
Address
Cheltenham, 3192, 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;
derivatives;
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;
derivatives;
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
 Brenton Henry 2011 2010 - Diploma of Financial Services (Financial Planning) - - International Institute of Technology ~ 2013 - Certificate IV Finance & Mortgage Broking - - Kaplan Professional Education ~ 2015 - Financial Planning - Bachelor Degree (AQF 7) - RMIT University
 Christian James Henry 2021 2019 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT
 Peter Damian Ryan 1998 2012 - Certificate IV Finance & Mortgage Broking - - AAMC Training Group ~ 2014 - Company Directors Course - - Australian Institute of Company Directors