Everstone Wealth Pty ltd

AFS License Number
410588
Name
Everstone Wealth Pty ltd
ABN/ACN/ARBN
86130325058
Licensee issued
Oct. 10, 2011
Address
Wembley, 6014, 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;
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;
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
 Amanda Chick 2005 2001 - Bachelor of Commerce, Accounting & Taxation - - Curtin University ~ 2005 - The Strategist Group's SMSF Adviser Course - - Tribeca ~ 2008 - Graduate Diploma of Chartered Accounting - - The Institute of Chartered Accountants in Australia ~ 2012 - Responsible Manager Master Class - - Gold Seal Practice Management ~ 2014 - RG 146 Generic Knowledge upgrade - - Kaplan
 Gavin Brandis 2011 2006 - CPA 110 Program - - CPA Australia Ltd ~ 2012 - Responsible Manager Master Class - - Gold Seal Practice Management