F Palmer & M E Palmer

AFS License Number
247067
Name
F Palmer & M E Palmer
ABN/ACN/ARBN
29548490818
Licensee issued
Jan. 5, 2004
Address
Sydney, 2000, NSW

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 limited to:
old law securities options contracts and warrants;
debentures, stocks or bonds issued or proposed to be issued by a government;
interests in managed investment schemes including:
investor directed portfolio services;
interests in managed investment schemes limited to:
MDA 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:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
derivatives limited to:
old law securities options contracts and warrants; and
interests in managed investment schemes limited to:
MDA services; and
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 limited to:
old law securities options contracts and warrants;
debentures, stocks or bonds issued or proposed to be issued by a government;
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
 Allan Furlong 2002 2002 - PS 146 compliance program - - Securities institute
 Benjamin Gratzer 2006 2006 - Tier 1 Compliance solution - - Finsia
 David Bede Greenfield 2018 1998 - Bachelor of Commerce - - Macquarie University ~ 2018 - Core 1 Securities & Managed Investments Accreditation (ASIC RG 146) - - SAFAA
 Malcolm Eric Palmer 1993 1986 - Securities Institute certificate course - - Securities Institute ~ 1993 - ASX Affiliate - - ASX ~ 2004 - ASX Responsible Executive - - Tribeca
 Maria Webb 2013 2003 - Bachelor of Arts (Philosophy) - - University of Sydney ~ 2003 - Bachelor of Commerce (Economics, Finance) - - University of Sydney ~ 2009 - Graduate Diploma of Applied Finance and Investment - - Kaplan ~ 2013 - RG146 Compliance Tier 1 Generic Knowledge Program - - Kaplan ~ 2013 - RG146 Compliance Tier 1 Securities - Personal Advice - - Kaplan