Fortunity Advice Pty ltd

AFS License Number
496362
Name
Fortunity Advice Pty ltd
ABN/ACN/ARBN
30617568233
Licensee issued
July 1, 2017
Address
Erina, 2250, 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;
derivatives limited to:
old law securities options contracts and warrants;
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;
derivatives limited to:
old law securities options contracts and warrants;
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
 Craig Geoffrey Ayling 1994 1999 - CERTIFIED FINANCIAL PLANNER - - FPA ~ 1999 - Diploma of Financial Planning - - FPA ~ 2011 - Diploma - Company Directors Course - - Australian Institute of Company Directors
 Lauren Poole 2013 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan
 Shaun Michael O'farrell 2002 2001 - Diploma of Financial Markets - - Securities Institute of Australia ~ 2003 - Diploma of Financial Services (Financial Planning) - - Integratec ~ 2004 - Advanced Diploma in Financial Services (Financial Planning) - - Tribeca ~ 2008 - CERTIFIED FINANCIAL PLANNER - - FPA