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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

NameFirst provided adviceQualification and trainings
 Amanda Leah Golder2017Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Accounting (Financial Planning) - Charles Sturt University ~ Diploma of Financial Planning - Kaplan pROFESSIONAL ~ Financial Planning - Kaplan
 Amanda Mellor2007Advanced Diploma - Financial Planning - Mentor Education ~ Diploma - Financial Planning - ThreeSixty ~ Graduate Certificate of Financial Planning - Kaplan
 Andrew Gordon Mckimmie2014Advanced Diploma of Financial Planning FNS60410 - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ SMSF Specialist Adviser (SSA) - SMSF Association
 Angela Aspinall2018Advanced Diploma of Financial Services FNS60404 - Tribeca ~ Ethics & Professionalism In Financial Advice - Kaplan ~ Graduate Certificate in Financial Planning - Griffith University
 Belinda Louise Tink2005Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Kaplan Higher Education Pty Ltd ~ Master of Financial Planning - Kaplan Higher Education Pty Ltd ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Bradley Owen Gordon2005Diploma of Accounting - Orion Training and Performance Management ~ Diploma of Business - Orion Training and Performance Management ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending Accreditation Program - Deacon Prime Corporate Education
 Bret Christopher Ambrose1998Bachelor of Business (Accounting) - Queensland University of Technology ~ Certified Financial Planner - Deakin University ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Graduate Diploma In Applied Finance & Investment - Securities Institute Education
 Christopher John Bailey2018Bachelor of Commerce - Swinburne University of Technology ~ Diploma of Financial Planning - Kaplan
 Colin Nicola Luigi Benvenuto2000Advanced Diploma - Financial Planning - Financial Planning Association of Australia ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Teaching - Mitchell College - Charles Sturt University
 Daniel James Maher2003Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending & Geared Investments - Kaplan Professional ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Daniel Mikhail2010Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - Deakin University ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Daniel Richard Underwood2014Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Kaplan Professional Education
 David Edward Kretschmer1999Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending & Geared Investments - Kaplan Professional
 David John Garrick2008Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending & Geared Investments - Kaplan Professional ~ Master of Management - University of Technology Sydney
 David John Rae2003Bachelor of Economics - Macquarie University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Securities Institute of Australia
 Dominique Louise Schuh2010Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Kaplan Professional Education ~ Bachelor of Business Management - The University of Queensland ~ Chartered Life Practitioner - Asia Pacific Financial Services Association ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Duncan James Mckenzie2012Advanced Diploma of Financial Planning FNS60415 - Kaplan Professional Education ~ Bachelor of Accounting - University of South Australia ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan Professional Education
 Elio Centofanti2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ DIploma of Financial Markets - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Gary Spencer1998Bachelor of Commerce - Murdoch University ~ Graduate Diploma of Applied Finance and Investment - Securities Institute ~ Margin Lending - Financial Essentials
 Gavin John Chapple1998Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA
 Genene Maree Wilson2010Advanced Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Certificate IV in Finance and Mortgage Broking for Financial Planners - Kaplan Professional Education ~ Certificate IV in Finance and Mortgage Broking for Financial Planners - Kaplan Professional Education ~ Certified Financial Planner - FPA of Australia ~ Self Managed Super Fund Accreditation - Kaplan Education Pty Ltd ~ Taxation and Estate Planning - Kaplan Education Pty Ltd
 Glenn Michael Hawley2015Associate Diploma of Business (Accounting) - Department of Employment, Industrial Relations and Training ~ Diploma of Business Management BSB50401 - Institute of TAFE Tasmania ~ Diploma of Financial Planning FNS50611 - Kaplan Professional Education ~ Fellow of the Institute of Public Accountants - Institute of Public Accountants ~ Graduate Certificate in Financial Services - University of New England
 Glenn Steven Hilber2008Bachelor of Commerce Financial Planning - Griffith University ~ Certified Financial Planner - FPA ~ DPML Margin Lending - Pinnacle Financial Services Academy
 Gregory Peter Stock2003Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan Professional
 Halina Louise Roach2004Bachelor of Business (Banking and Finance) - Monash University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Securities Institute
 Jacek Klukowski2009Bachelor of Business (Financial Risk Management) - Victoria University ~ Bachelor of Business (Financial Risk Management) - Victoria University ~ Certificate IV Finance/Mortgage Broking - Kaplan ~ Certificate IV Finance/Mortgage Broking - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner - Financial Planning Association ~ Self Managed Super Funds - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tax For Financial Advising - Kaplan Professional Education ~ Tax for Financial Advising - Kaplan
 James Wauch2006Bachelor of Business (Agricultural Commerce) - University of Sydney ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Masters of Applied Finance (Financial Planning) - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Jason Delisser2009Bachelor of Commerce - The University of Queensland ~ Bachelor of Laws - The University of Queensland ~ Graduate Diploma in Applied Finance and Investment - Securities Institute Education ~ Graduate Diploma of Financial Planning - Finsia ~ Master of Business Administration - The University of Queensland
 Jason Michael West2018Doctor of Philosophy (PhD) in Finance and Economics - University of Technology, Sydney ~ Graduate Certificate in Biostatistics - The University of Sydney ~ Graduate Diploma of Financial Planning - Kaplan
 Jason Robert Fowler1995Bachelor of Business - Queensland University of Technology ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending & Geared Investments - Kaplan Professional ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 John Matthew Duncan2004Bachelor of Business (Banking and Finance) - Queensland University of Technology ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending & Geared Investments - Kaplan Professional
 Jon Belkner1996Adv Dip FS (FP) - Tribeca ~ Dip FS (FMMB) - TAFE ~ Dip Fs (FP) - Tribeca ~ Financial Plan Construction & Review - TRIBECA ~ Taxation Planning - FPA
 Karen Anne Mason2008Advanced Diploma of Financial Services FNS60404 - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) (FNS50804) - Kaplan Education Pty Ltd ~ Margin Lending & Geared Investments - Kaplan Professional
 Kevin Redfearn2001Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Lisa Maree DI Cesare2018DFP5v2 Tax for Financial Advising - Kaplan Professional ~ Diploma of Financial Planning (FNS50615) - Kaplan Professional ~ Securities and Managed Investments - Kaplan Professional ~ Superannuation and Retirement Planning - Kaplan Professional
 Lisa Margaret Farnell1999Bachelor Degree - Commerce - Deakin University ~ Certified Financial Planner - FPA ~ Diploma - Financial Planning - Deakin University and FPA ~ Margin Lending Gap Assessment - Kaplan
 Malcolm John Diefenbach2016SMSF & Superannuation - Pinnacle Financial Academy
 Mark A Hoy2004Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Planning FNS60410 - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Mark Jeremy Baldwin2016Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ TASACLv2 Commercial Law - Kaplan Professional ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional
 Martin Cossettini2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma in Financial Markets - Securities Institute ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan Professional ~ TASACLv1 Commercial Law - Kaplan Professional
 Matthew James Laird2001Advanced Diploma of Financial Services (Financial Planning( (FNS60404) - Tribeca ~ Bachelor of Commerce (Management) - University of Western Sydney ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - University of the Sunshine Coast
 Matthew James Stevens2000Bachelor of Commerce - James Cook University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending & Geared Investments - Kaplan Professional
 Michael Andrew Jones2018Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Michael Brian Snape1999Diploma of Financial Markets - Securities Institute ~ Graduate Diploma of Applied Finance and Investment - Securities Institute ~ Graduate Diploma of Financial Planning - Securities Institute
 Michael John Sheekey1995Bachelor of Business - University of Technology Sydney ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance - Macquarie University
 Michael William Clarke1997Certified Practising Accountant - CPA ~ Diploma in Accountancy - Perth Technical College ~ Diploma of Financial Services (Financial Planning) - Finsia ~ Tax Agent Registration - Tax Agents Board
 NI Chen2017Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Finance & Actuarial Studies) - Univesity of Melbourne ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Nicholas John Barrett2015Advanced Diploma of Financial Planning FNS60410 - Kaplan Professional Education ~ Bachelor of Business - Australian Catholic University ~ Diploma of Financial Planning FNS50611 - Kaplan Professional Education ~ TASACLv1 Commercial Law - Kaplan Professional
 Nicholas Ross Cunningham2016Bachelor of Business (Management) - Central Queensland University ~ Diploma of Financial Planning - Kaplan
 Norman John Jupp1984CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma - Financial Planning - DEAKIN UNIVERSITY ~ Diploma in Life Insurance - Deakin University ~ Margin Lending Gap Assessment - Kaplan
 Paul Andrew Fowler2002Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Tribeca ~ Certified Financial Planner - FPA ~ Diploma of Financial Services (Financial Planning) FNS50804 - Tribeca ~ Life Risk Specialist - FPA ~ Margin Lending & Geared Investments - Kaplan Professional
 Paul Jeffrey Briant2008Advanced Diploma of Financial Services (Financial Planning) - MLC ~ Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Paul Joseph Ratcliffe2002Certified Financial Planner - FPA ~ Certified Practising Accountant - CPA ~ Diploma of Financial Planning - FPA ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Paul Robert Boothman1996Bachelor of Commerce - Griffith University ~ Certified Financial Planner - FPA ~ Ethics and Professionalism - University of South Australia ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Master of Financial Planning - Kaplan Professional
 Paul Steven Horn1995Bachelor of Commerce - James Cook University of North Queensland ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Margin Lending & Geared Investments - Kaplan Professional ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Paula Loschi2012Advanced Diploma of Financial Services (Financial Planning) FNS60404 - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Mentor Education
 Peter Blematl1992AEPS Accredited Estate Planning Strategist - FPA ~ Aged Care Specialist Adviser - Aged Care Specialists Pty Ltd ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Peter John Mancell1981Bachelor of Science - The University of Sydney ~ Certified Financial Planner - FPA ~ Diploma in Life Insurance - Australian Lifewriters Association ~ Diploma of Financial Planning - FPA ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Robert Jeffrey Gould1986Bachelor Degree - Business - Swinburne University ~ Certificate - Accounting Public Practice - Australian Society of Certified Practising Accounants ~ Diploma - Financial Services - Training Management Australia ~ Other - Registered Tax Agent - Tax Agents Board
 Rosalyn Annette Hicks2004Bachelor of Economics - Macquarie University ~ Certificate of Membership - The Institute of Chartered Accountants in Australia ~ Certificate of Registration of Tax Agent - Tax Agents Board ~ Graduate Certificate in Financial Planning - Finsia ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Scott Duncan Keefer2011Bachelor of Commerce - The University of Queensland ~ Graduate Certificate in Financial Planning - University of the Sunshine Coast ~ Margin Lending & Geared Investments - Kaplan Professional ~ Master of Financial Planning - University of the Sunshine Coast
 Simon Andrew Shepherd2009Bachelor of Business (Finance & Accounting) - University of Technology ~ Diploma in Financial Planning - Kaplan Professional
 Simon Benson2000Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Simone Murray2011ASX Listed Products Accreditation Course - LPAC Online ~ Bachelor of Business (Accounting) - University of Ballart ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Thabojan Rasiah2006Bachelor of Commerce (Honours) - Monash University ~ Bachelor of Science - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Graduate Diploma of Financial Planning - FINSIA
 Timothy Graham Sykes2009Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan Education Pty Limited ~ Margin Lending & Geared Investments - Kaplan Professional
 Tristan Barry Dallas2009Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Kaplan Education Pty Limited ~ Bachelor of Commerce - University of Tasmania ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan Education Pty Limited ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Tudor Cosma2007Bachelor of Business (Financial Planning) - RMIT University ~ Certificate III in Business (Legal Administration) - Bedford Business College ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Business - Bedford Business College ~ Diploma of Financial Planning - Mentor Education
 Wade Ritchie2002Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University ~ Life Risk Specialist - Financial Planning Association of Australia (FPA) ~ Margin Lending Course - Pinnacle Financial Services Academy ~ Master of Personal Financial Planning - University of Southern Queensland