Flinders Financial Services Pty ltd

AFS License Number
231155
Name
Flinders Financial Services Pty ltd
ABN/ACN/ARBN
91009269489
Licensee issued
Aug. 8, 2003
Address
Perth, 6000, WA

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

Name First provided advice Qualification and trainings
 Bree Emily Loxley 2014 Bachelor of Science - Honours - University of Western Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan Professional Education ~ SMSF Specialist Advisor - SMSF Association
 Charles Douglas Aplin 2011 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Economics - University of Western Australia ~ Certificate IV in Financial Services (Finance/Mortgage Broking) - Kaplan Professional Education ~ Diploma of Finance and Mortgage - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Three Sixty
 Michael Dennis Lee 1989 Certificate in Financial Markets - Securities Institute of Australia ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ SMSF Specialist Advisor - Self Managed Super Fund Association
 Ryan John Addison 2015 Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Tier 1 Specialist Margin Lending Course - International Institute of Technology Pty Ltd (IIT)
 Simone Elizabeth Kerr 2006 Bachelor of Commerce - Murdoch University ~ Diploma of Financial Planning - Deakin University