Financial Force Pty ltd

AFS License Number
238337
Name
Financial Force Pty ltd
ABN/ACN/ARBN
42091425464
Licensee issued
Jan. 2, 2004
Address
Brisbane, 4000, QLD

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;
general insurance 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;
deposit products other than basic deposit products;
general insurance 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 clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Ammie Pereira 0 Bachelor of Commerce - University of Wollongong
 Anthony Ross John Dunn 1987 Bachelor of Accounting - University of Canberra ~ FASEA Financial Planning Exam - FASEA ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Higher Education ~ Financial Services (Financial Planning) - Financial Planning Association of Australia Ltd
 Glenn Ian Bosse 1999 Bachelor of Business - University of Southern Queensland ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Higher Education ~ Financial Services (Financial Planning) - Financial Planning Association of Australia Limited
 Jane Walker 2011 FPC002B Ethics and Professionalism in Financial Advice - Kaplan Higher Education ~ Financial Planning - Kaplan Higher Education ~ Financial Planning - Mentor Education Group ~ Financial Planning - Mentor Education Group
 John Francis Sullivan 1985 Financial Services (Financial Planning) - Financial Planning Association of Australia Ltd ~ Life Insurance - The Australian Insurance Institute
 Morgan Leigh Wass 2008 Financial Services (Financial Planning) - Mentor Education Group ~ Self Managed Superannuation Funds - Mentor Education Group
 Robyn Leanne Arnold 2015 Certificate of Superannuation - ASFA (Macquarie University ~ Diploma of Financial Planning - Kaplan Professional ~ Entry Level Competencies, Super and Retirement Planning - Integratec ~ Managed Investments and Securities Course - Kaplan Professional
 Sangeeta Tangri 2010 FPC002B Ethics and Professionalism in Financial Advice - Kaplan Higher Education ~ Financial Services (Financial Planning) - Financial Planning Association of Australia Ltd ~ Financial Services (Financial Planning) - Kaplan Professional ~ SMSF - Kaplan Professional
 Shaylan Daniel Ramnath 2010 Advanced Diploma of Business (Marketing) - APM Training Institute ~ Bachelor of Commerce - Griffith University ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy