Fmd Advisory Services Pty ltd

AFS License Number
232977
Name
Fmd Advisory Services Pty ltd
ABN/ACN/ARBN
39077376017
Licensee issued
Aug. 18, 2003
Address
Melbourne, 3000, 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 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;
interests in managed investment schemes limited to:
MDA 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:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
interests in managed investment schemes limited to:
MDA services; and
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;
interests in managed investment schemes limited to:
MDA 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
 Aakash Harshad Mehta 2023 2016 - Master of Business Administration (International)/Master of International Finance - Masters Degree (AQF 9) - Deakin University ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University
 Adam John Davenport 1998 2003 - Certified Financial Planner - - Financial Planning Association ~ 2003 - Diploma of Financial Planning - - Financial Planning Association ~ 2003 - Self Managed Superannuation Funds - - Kaplan
 Agnieszka Anna Oudendijk 2007 2008 - Diploma of Financial Services (Financial Planning) - - FINSIA ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2013 - Self-Managed Superannuation Funds - - Kaplan ~ 2019 - Certified Financial Planner - Bachelor Honours Degree (AQF 8) - Financial Planning Association
 Andrew Goh 2012 1996 - Bachelor of Commerce - - Deakin University
 Anna Therese Fogarty 2015 2008 - Bachelor of Commerce - - Deakin University
 Arunabh Banerjee 0 2019 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University ~ 2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Cameron Alexander Sicker 2018 2014 - Bachelor of Commerce - - Deakin ~ 2017 - Diploma of Financial Planning - - Kaplan ~ 2018 - Advance Diploma of Financial Planning - - Kaplan
 Daniel Arcadiou 2003 2005 - Diploma of Financial Planning - - Financial Planning Association ~ 2007 - Certified Financial Planner - - Financial Planning Association ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2012 - Self Managed Superannuation Funds - - Kaplan
 Darren Shane Gulasekharam 2017 2014 - Bachelor of Commerce (Accounting, Finance & Financial Planning) - - Deakin University ~ 2014 - Diploma of Financial Planning - - Kaplan Professional ~ 2024 - Tax for Financial Advising - Other - Kaplan Professional
 David John Batchelor 1998 1991 - Certificate of Superannuation Management - - Macquarie University ~ 2000 - Bachelor of Business - - RMIT University ~ 2001 - Certified Financial Planner - - Financial Planning Association ~ 2001 - Diploma of Financial Planning - - Deakin University ~ 2011 - Specialist SMSF Course - - University of Adelaide
 David Scott Bales 2010 1986 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne ~ 2002 - Graduate Diploma in Financial Management - Graduate Diploma (AQF 8) - University of New England ~ 2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA) ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Fiona Shedden 2005 2003 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT ~ 2017 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
 Jason Michael Calleja 2014 2007 - Bachelor of Commerce - - La Trobe University ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan ~ 2014 - Self Managed Superannuation Funds - - Kaplan ~ 2016 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2017 - Margin Lending Adviser(Personal Advice) - - Mentor Education
 Jinling Pan 2018 2012 - Bachelor of Business (Accountancy) - - Queensland University of Technology ~ 2013 - Master of Commerce in the field of Applied Finance - - University of Queensland ~ 2017 - Diploma of Financial Planning - - Mentor Education ~ 2018 - Self Managed Super Funds - - Kaplan Professional
 Karl Hunting 2004 2018 - Margin Lending - - Kaplan Professional ~ 2018 - SMSF - - Kaplan Professional ~ 2021 - Certified Financial Planner - Professional Designations - FPA ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Kaye Taing 2015 2000 - Bachelor of Commerce - - The University of Adelaide ~ 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2024 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia
 Kelly Mayberry 2012 2005 - Certificate III in Financial Services - - Victorian Registration and Qualifications Authority (VRQA) ~ 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Lee James Wapling 2018 2006 - Graduate Diploma of Financial Planning - - Finsia ~ 2010 - Margin Lending & Geared Investments - - Kaplan
 Martin Keith Hawkins 1999 2004 - Certified Financial Planner - - Financial Planning Association ~ 2005 - Self Managed Superannuation Funds - - Tribeca ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Matthew Simon Izzo 2024 2015 - Bachelor of Applied Finance - Bachelor Degree (AQF 7) - University of South Australia ~ 2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Michael John Reynolds 1987 1994 - Risk Management & Insurance Planning - - Financial Planning Association ~ 1995 - Retirement Planning - - Financial Planning Association ~ 1998 - Investment Planning - - Financial Planning Association ~ 2003 - Self Managed Superannuation Funds - - Kaplan
 Nicholas Richard Stanley 2005 1998 - Bachelor of Commerce - - Deakin University ~ 2004 - Graduate Diploma of Financial Planning - - FINSIA ~ 2010 - Certified Financial Planner - - Financial Planning Association ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2011 - Specialist SMSF Course - - The University of Adelaide
 Nicola Louise Beswick 2014 2002 - Bachelor of Science - - The University of Otago ~ 2004 - Master of Science - - The University of Otago ~ 2013 - Advanced Diploma of Financial Planning - - Pinnacle Financial Services Academy ~ 2018 - Certified Financial Planner - Professional Designations - Financial Planning Association Australia
 Paul Donaldson 2024 2021 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
 Rebecca Poynton 2018 1996 - Bachelor of Commerce - - University of Melbourne ~ 2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - KAPLAN ~ 2020 - CFP Certification Program - Professional Designations - FPA
 Richard John Dahl 1996 1995 - Graduate Diploma of Applied Finance and Investments - - FINSIA ~ 1996 - Diploma of Financial Planning - - Financial Planning Association ~ 1997 - Certified Financial Planner - - Financial Planning Association ~ 2010 - Margin Lending and Geared Investments - - Kaplan ~ 2012 - SMSF Specialist Advisor - - SMSF Association
 Tony Castellano 1999 2001 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA)
 William Michael Russell 2003 2003 - Bachelor of Business Financial Risk Management - - Victoria University ~ 2004 - Diploma of Financial Planning - - Financial Planning Association ~ 2005 - Self Managed Superannuation Funds - - Financial Essentials ~ 2010 - Margin Lending and Geared Investments - - Kaplan