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
 Anthony Ross John Dunn 1987 1983 - Bachelor of Accounting - Bachelor Degree (AQF 7) - University of Canberra ~ 1992 - Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Planning Association of Australia Ltd ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education ~ 2021 - FASEA Financial Planning Exam - Other - FASEA
 Glenn Ian Bosse 1999 1994 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Southern Queensland ~ 2003 - Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Planning Association of Australia Limited ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
 Jane Walker 2011 2012 - Financial Planning - Diploma (AQF 5) - Mentor Education Group ~ 2015 - Financial Planning - Advanced Diploma (AQF 6) - Mentor Education Group ~ 2018 - Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
 John Francis Sullivan 1985 1983 - Life Insurance - Diploma (AQF 5) - The Australian Insurance Institute ~ 2004 - Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Planning Association of Australia Ltd
 Morgan Leigh Wass 2008 2010 - Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education Group ~ 2014 - Self Managed Superannuation Funds - Other - Mentor Education Group
 Robyn Leanne Arnold 2015 1999 - Certificate of Superannuation - Certificate (AQF 1-4) - ASFA (Macquarie University ~ 2002 - Entry Level Competencies, Super and Retirement Planning - Diploma (AQF 5) - Integratec ~ 2015 - Managed Investments and Securities Course - Diploma (AQF 5) - Kaplan Professional ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
 Sangeeta Tangri 2010 2005 - Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Planning Association of Australia Ltd ~ 2011 - Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2011 - SMSF - Other - Kaplan Professional ~ 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
 Shaylan Daniel Ramnath 2010 2007 - Advanced Diploma of Business (Marketing) - - APM Training Institute ~ 2010 - Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy ~ 2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University ~ 2020 - Ethics and Professionalism - Bridging Course - Ethics - Griffith University