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First Advice Licensee Services Pty ltd

AFS License Number
484091
Name
First Advice Licensee Services Pty ltd
ABN/ACN/ARBN
41610508284
Licensee issued
March 24, 2016
Address
Adelaide, 5000, SA

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;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; 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;
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;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Barry John Crabtree1987Accredited Listed Product Adviser Program - Kaplan Professional ~ Diploma of Financial Planning - Deakin University
 Megan Louise Biar2018Diploma of Financial Planning - Kaplan ~ Financial Adviser Exam - FASEA ~ Graduate Diploma of Financial Planning - Kaplan
 Scott Michael Mcconville2011Bachelor of Commerce (Finance Major) - Flinders University ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Kaplan
 Tracey Margaret Edwards1985Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University ~ Diploma of Superannuation Management - Macquarie University ~ Financial Adviser Exam - FASEA ~ Graduate Diploma of Financial Planning - Kaplan
 Warwick James Edwards2015ADVANCED Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Financial Adviser Exam - FASEA ~ Graduate Diploma of Financial Planning - Kaplan