Financial Services Group Australia Pty ltd

AFS License Number
225985
Name
Financial Services Group Australia Pty ltd
ABN/ACN/ARBN
74009569939
Licensee issued
March 28, 2003
Address
Melbourne, 3004, VIC

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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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
 Abdullah AL Mahrizi 0 2021 - Bachelor of Banking and Finance - Bachelor Degree (AQF 7) - Monash University ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Abdulmalik Abid 0 2020 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - RMIT ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Fahad Chattha 2015 2008 - Bachelor of Commerce - - Deakin University ~ 2015 - Diploma of Financial Planning - - Monarch Institute
 Isber Durbali 2013 2010 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University
 Jason Baker 2014 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2021 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Jeffrey Khoury 2014 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional Education ~ 2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education ~ 2018 - Bachelor of Accounting - Bachelor Degree (AQF 7) - University of South Australia ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Joel Matthews 2009 2001 - Diploma of Business Programming - Diploma (AQF 5) - Spherion Education ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2017 - TASA and the TPB Code of Professional Conduct - Certificate (AQF 1-4) - Kaplan Professional ~ 2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Kristina Zi-wei Lin 2011 2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne ~ 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - RG146 Training Australia / Mentor Education ~ 2014 - Principles in Self Managed Superannuation - - International Institute of Technology ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Paulus Yeung 2016 2011 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Peter David Mitchell 2018 1992 - Bachelor of Education - Bachelor Degree (AQF 7) - University of Melbourne ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education ~ 2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Shane Xavier Monte Silva 2011 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional ~ 2021 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Tyrone James Cammaroto 2022 2020 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT ~ 2023 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group ~ 2023 - SMSF Regulations and Taxation - Bridging Course - Regulation & Legal Obligations - Kaplan Professional ~ 2023 - SMSF Specialist Advisor - Professional Designations - SMSF Association