For Life Financial Solutions Pty. Ltd.

AFS License Number
512639
Name
For Life Financial Solutions Pty. Ltd.
ABN/ACN/ARBN
73104014137
Licensee issued
Feb. 4, 2019
Address
Balgowlah, 2093, NSW

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; 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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Donald Bruce Millar 2002 1985 - Degree of Bachelor of Business Science(Actuarial Science) - - University of Cape Town ~ 1997 - Associate of the Insititute of Actuaries of Australia - - Institute of Actuaries of Australia ~ 2002 - Diploma of Financial Planning - - FPA ~ 2012 - Cert IV in mortgage broking - - National Finance Institute ~ 2012 - Diploma of Financial Services(Finance/Mortgage Broking Management) - - The National Finance Institute