Fyg Planners Pty ltd

AFS License Number
224543
Name
Fyg Planners Pty ltd
ABN/ACN/ARBN
55094972540
Licensee issued
Feb. 10, 2003
Address
Burnie, 7320, TAS

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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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
 Amanda Leah Golder 2017 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan pROFESSIONAL ~ 2017 - Bachelor of Accounting (Financial Planning) - Bachelor Degree (AQF 7) - Charles Sturt University ~ 2020 - Financial Planning - Graduate Diploma (AQF 8) - Kaplan ~ 2021 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
 Amanda Mellor 2007 2008 - Diploma - Financial Planning - - ThreeSixty ~ 2017 - Advanced Diploma - Financial Planning - - Mentor Education ~ 2017 - Graduate Certificate of Financial Planning - - Kaplan
 Andrew Gordon Mckimmie 2014 2010 - Diploma of Financial Services (Financial Planning) FNS50804 - - Kaplan Professional ~ 2011 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Planning FNS60410 - - Kaplan Professional Education ~ 2017 - SMSF Specialist Adviser (SSA) - - SMSF Association
 Angela Aspinall 2018 2006 - Advanced Diploma of Financial Services FNS60404 - - Tribeca ~ 2018 - Graduate Certificate in Financial Planning - - Griffith University ~ 2021 - Ethics & Professionalism In Financial Advice - Bridging Course - Ethics - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Ashlee Kate Kenyeres 2016 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional ~ 2017 - Self Managed Superannuation Funds - Other - Kaplan ~ 2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Belinda Louise Tink 2005 2013 - SMSF Specialist Advisor (SSA) Accreditation - - SMSF Association ~ 2014 - Graduate Diploma of Financial Planning - - Kaplan Higher Education Pty Ltd ~ 2016 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2016 - Master of Financial Planning - - Kaplan Higher Education Pty Ltd ~ 2021 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
 Ben William Carlos Cole 2023 2012 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - James Cook University ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Bradley Owen Gordon 2005 2005 - Diploma of Financial Services (Financial Planning) - - Tribeca ~ 2011 - Margin Lending Accreditation Program - - Deacon Prime Corporate Education ~ 2012 - Diploma of Accounting - - Orion Training and Performance Management ~ 2012 - Diploma of Business - - Orion Training and Performance Management
 Bret Christopher Ambrose 1998 1994 - Bachelor of Business (Accounting) - - Queensland University of Technology ~ 1996 - Graduate Diploma In Applied Finance & Investment - - Securities Institute Education ~ 1998 - Certified Financial Planner - - Deakin University ~ 1998 - Diploma of Financial Planning - - Financial Planning Association of Australia
 Bridget Mary Carroll 2022 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Chloe Catherine Condon 0 2018 - Bachelor of Accounting - Bachelor Degree (AQF 7) - Central Queensland University ~ 2023 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Central Queensland University
 Christopher John Bailey 2018 2016 - Bachelor of Commerce - - Swinburne University of Technology ~ 2018 - Diploma of Financial Planning - - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Daniel James Maher 2003 2004 - Certified Financial Planner - - FPA ~ 2004 - Diploma of Financial Planning - - FPA ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2012 - SMSF Specialist Advisor (SSA) Accreditation - - SMSF Association
 Daniel Richard Underwood 2014 2012 - Advanced Diploma of Financial Services (Financial Planning) FNS60404 - - Kaplan Professional Education ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 David Edward Kretschmer 1999 1999 - Certified Financial Planner - - FPA ~ 1999 - Diploma of Financial Planning - - FPA ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Dominique Louise Schuh 2010 2009 - Bachelor of Business Management - - The University of Queensland ~ 2011 - SMSF Specialist Advisor (SSA) Accreditation - - SMSF Association ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) FNS60404 - - Kaplan Professional Education ~ 2013 - Chartered Life Practitioner - - Asia Pacific Financial Services Association ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Elizabeth Lee White 2016 2006 - Bachelor of Commerce - - JCU ~ 2009 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - The Institute of Chartered Accountants in Australia ~ 2012 - CA SMSF Specialist Accreditation Course - - UNSW ~ 2016 - Diploma of Financial Planning - - Kaplan Professional ~ 2024 - SMSF Specialist Member Accreditation Program - Professional Designations - SMSF Association
 Gary Spencer 1998 1992 - Bachelor of Commerce - - Murdoch University ~ 2001 - Graduate Diploma of Applied Finance and Investment - - Securities Institute ~ 2011 - Margin Lending - - Financial Essentials
 Georgia Eade 2024 2022 - Bachelor of Accounting (Financial Planning) - Bachelor Degree (AQF 7) - Central Queensland University
 Glenn Michael Hawley 2015 1992 - Associate Diploma of Business (Accounting) - - Department of Employment, Industrial Relations and Training ~ 1994 - Fellow of the Institute of Public Accountants - - Institute of Public Accountants ~ 2007 - Diploma of Business Management BSB50401 - - Institute of TAFE Tasmania ~ 2015 - Graduate Certificate in Financial Services - - University of New England ~ 2022 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of New England
 Glenn Steven Hilber 2008 2007 - Bachelor of Commerce Financial Planning - - Griffith University ~ 2013 - Certified Financial Planner - - FPA ~ 2013 - DPML Margin Lending - - Pinnacle Financial Services Academy
 Halina Louise Roach 2004 1997 - Bachelor of Business (Banking and Finance) - - Monash University ~ 2001 - Certified Financial Planner - - Financial Planning Association of Australia ~ 2002 - Graduate Diploma of Financial Planning - - Securities Institute ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 James Wauch 2006 2004 - Bachelor of Business (Agricultural Commerce) - - University of Sydney ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2012 - Self Managed Superannuation Funds - - Kaplan Professional Education ~ 2013 - Masters of Applied Finance (Financial Planning) - - Kaplan Professional Education ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Jason Delisser 2009 1991 - Bachelor of Commerce - - The University of Queensland ~ 1994 - Bachelor of Laws - - The University of Queensland ~ 1997 - Graduate Diploma in Applied Finance and Investment - - Securities Institute Education ~ 1999 - Master of Business Administration - - The University of Queensland ~ 2008 - Graduate Diploma of Financial Planning - - Finsia
 Jason Robert Fowler 1995 1992 - Bachelor of Business - - Queensland University of Technology ~ 2001 - Diploma of Financial Planning - - FPA ~ 2006 - Certified Financial Planner - - FPA ~ 2011 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2011 - SMSF Specialist Advisor (SSA) Accreditation - - SMSF Association
 John Matthew Duncan 2004 1998 - Bachelor of Business (Banking and Finance) - - Queensland University of Technology ~ 1999 - Diploma of Financial Planning - - FPA ~ 2000 - Certified Financial Planner - - FPA ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Jon Belkner 1996 2002 - Taxation Planning - - FPA ~ 2005 - Dip Fs (FP) - - Tribeca ~ 2006 - Adv Dip FS (FP) - - Tribeca ~ 2012 - Dip FS (FMMB) - - TAFE ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Karen Anne Mason 2008 2007 - Diploma of Financial Services (Financial Planning) (FNS50804) - - Kaplan Education Pty Ltd ~ 2009 - Advanced Diploma of Financial Services FNS60404 - - Kaplan Professional ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Kevin Redfearn 2001 2004 - Diploma of Financial Planning (DFP 1-8) - Advanced Diploma (AQF 6) - Financial Planning Association (FPA) ~ 2010 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Mark A Hoy 2004 2013 - Advanced Diploma of Financial Planning FNS60410 - - Kaplan Professional Education ~ 2018 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps ~ 2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Martin Cossettini 2015 1999 - Diploma in Financial Markets - - Securities Institute ~ 2015 - Diploma of Financial Planning - - Kaplan ~ 2016 - Advanced Diploma of Financial Planning - - Kaplan Professional ~ 2016 - Self Managed Superannuation Funds - - Kaplan Professional ~ 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Matthew James Stevens 2000 1998 - Bachelor of Commerce - - James Cook University ~ 2002 - Diploma of Financial Planning - - FPA ~ 2003 - Certified Financial Planner - - FPA ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Michael John Sheekey 1995 1993 - Bachelor of Business - - University of Technology Sydney ~ 1997 - Certified Financial Planner - - FPA ~ 1997 - Diploma of Financial Planning - - FPA ~ 2001 - Master of Applied Finance - - Macquarie University ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Nicholas John Barrett 2015 1998 - Bachelor of Business - - Australian Catholic University ~ 2014 - Diploma of Financial Planning FNS50611 - - Kaplan Professional Education ~ 2015 - Advanced Diploma of Financial Planning FNS60410 - - Kaplan Professional Education ~ 2017 - TASACLv1 Commercial Law - - Kaplan Professional ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Nicholas Ross Cunningham 2016 2013 - Diploma of Financial Planning - - Kaplan ~ 2015 - Bachelor of Business (Management) - - Central Queensland University
 Nicole Helen Gardner 2022 2020 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
 Noel Douglas Lang 2009 2008 - Master of Business Administration - Masters Degree (AQF 9) - University of Southern Queensland (USQ) ~ 2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca ~ 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Paul Andrew Fowler 2002 2006 - Advanced Diploma of Financial Services (Financial Planning) FNS60404 - - Tribeca ~ 2006 - Diploma of Financial Services (Financial Planning) FNS50804 - - Tribeca ~ 2010 - Life Risk Specialist - - FPA ~ 2011 - Certified Financial Planner - - FPA ~ 2011 - Margin Lending & Geared Investments - - Kaplan Professional
 Paul Jeffrey Briant 2008 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional ~ 2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - MLC ~ 2014 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technology ~ 2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Paul Joseph Ratcliffe 2002 1984 - Certified Practising Accountant - - CPA ~ 1999 - Certified Financial Planner - - FPA ~ 1999 - Diploma of Financial Planning - - FPA ~ 2011 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2013 - Self Managed Superannuation Funds - - Kaplan Professional Education
 Paul Robert Boothman 1996 1996 - Bachelor of Commerce - - Griffith University ~ 1999 - Graduate Diploma in Applied Finance and Investment - - Securities Institute ~ 2001 - Certified Financial Planner - - FPA ~ 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional ~ 2020 - Ethics and Professionalism - Bridging Course - Ethics - University of South Australia
 Paul Steven Horn 1995 1996 - Bachelor of Commerce - - James Cook University of North Queensland ~ 2001 - Diploma of Financial Planning - - FPA ~ 2006 - Certified Financial Planner - - FPA ~ 2011 - Margin Lending & Geared Investments - - Kaplan Professional ~ 2012 - SMSF Specialist Advisor (SSA) Accreditation - - SMSF Association
 Peter Blematl 1992 2003 - Diploma of Financial Planning - - FPA ~ 2010 - Certified Financial Planner - - FPA ~ 2013 - AEPS Accredited Estate Planning Strategist - - FPA ~ 2014 - SMSF Specialist Advisor (SSA) Accreditation - - SMSF Association ~ 2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Peter John Mancell 1981 1997 - Diploma in Life Insurance - - Australian Lifewriters Association ~ 1999 - Bachelor of Science - - The University of Sydney ~ 2000 - Certified Financial Planner - - FPA ~ 2000 - Diploma of Financial Planning - - FPA ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
 Sally Larsen 0 2023 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
 Scott Duncan Keefer 2011 1994 - Bachelor of Commerce - - The University of Queensland ~ 2006 - Graduate Certificate in Financial Planning - - University of the Sunshine Coast ~ 2008 - Master of Financial Planning - - University of the Sunshine Coast ~ 2011 - Margin Lending & Geared Investments - - Kaplan Professional
 Scott Mark Westerweller 2024 2023 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
 Simon Andrew Shepherd 2009 1996 - Bachelor of Business (Finance & Accounting) - - University of Technology ~ 2009 - Diploma in Financial Planning - - Kaplan Professional
 Simon Benson 2000 2002 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA)
 Simone Murray 2011 1994 - Bachelor of Business (Accounting) - - University of Ballart ~ 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education ~ 2012 - ASX Listed Products Accreditation Course - - LPAC Online
 Teisha Butt 2018 2017 - RG146 - - Charles Sturt University ~ 2020 - Bachelor of Business (Finance / Financial Planning) - Bachelor Degree (AQF 7) - Charles Sturt University
 Thabojan Rasiah 2006 2003 - Bachelor of Commerce (Honours) - - Monash University ~ 2003 - Bachelor of Science - - Monash University ~ 2006 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA) ~ 2006 - Graduate Diploma of Financial Planning - - FINSIA ~ 2010 - DPML Margin Lending - Other - Pinnacle Financial Services Academy
 Timothy Graham Sykes 2009 2008 - Diploma of Financial Services (Financial Planning) FNS50804 - - Kaplan Education Pty Limited ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) FNS60404 - - Kaplan Professional ~ 2010 - Margin Lending & Geared Investments - - Kaplan Professional
 Tristan Barry Dallas 2009 2006 - Bachelor of Commerce - - University of Tasmania ~ 2008 - Diploma of Financial Services (Financial Planning) FNS50804 - - Kaplan Education Pty Limited ~ 2009 - Advanced Diploma of Financial Services (Financial Planning) FNS60404 - - Kaplan Education Pty Limited ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional ~ 2020 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
 Tudor Cosma 2007 2004 - Certificate III in Business (Legal Administration) - - Bedford Business College ~ 2004 - Diploma of Business - - Bedford Business College ~ 2007 - Diploma of Financial Planning - - Mentor Education ~ 2013 - Bachelor of Business (Financial Planning) - - RMIT University ~ 2016 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA)
 Wade Ritchie 2002 2003 - Diploma of Financial Planning - - Deakin University ~ 2006 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA) ~ 2006 - Master of Personal Financial Planning - - University of Southern Queensland ~ 2010 - Life Risk Specialist - - Financial Planning Association of Australia (FPA) ~ 2010 - Margin Lending Course - - Pinnacle Financial Services Academy