Financial Advice CO Pty ltd

AFS License Number
543023
Name
Financial Advice CO Pty ltd
ABN/ACN/ARBN
37660747366
Licensee issued
July 3, 2023
Address
Double Bay, 2028, 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;
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;
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:
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;
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;
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;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Andrew Edward Hall 0 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Jordarna Elizabeth Hills 2018 2014 - Bachelor of Behavioural Science - - University of Notre Dame ~ 2018 - RG146 - - AAMC
 Simone DU Chesne 2010 2012 - Taxation - - Mentor Education ~ 2013 - Advanced Investment Planning - - Mentor Education ~ 2014 - Principles in Self Managed Super Funds - - International Institute of Technology ~ 2016 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - KAPLAN Professional ~ 2017 - Masters of Financial Planning - - KAPLAN Professional