Gallagher Benefit Services Pty ltd

AFS License Number
488001
Name
Gallagher Benefit Services Pty ltd
ABN/ACN/ARBN
49611343803
Licensee issued
Nov. 17, 2016
Address
Brisbane, 4000, QLD

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;
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;
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
 Benn Joseph Furlong 2015 1999 - Bachelor of Commerce (Marketing) - Bachelor Degree (AQF 7) - University of Sydney ~ 2003 - Diploma Financial Planning 1-4 - Diploma (AQF 5) - Financial Planning Association (FPA) ~ 2015 - Advanced Diploma of Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Mentor Education Group ~ 2016 - RG146 Margin Lending - Diploma (AQF 5) - Mentor Education Group ~ 2017 - TASACLv1 Commercial Law - Diploma (AQF 5) - Kaplan Australia
 Christopher Panagopoulos 2018 2017 - Bachelor of Business (Accounting) - - Monash University ~ 2018 - Diploma of Financial Planning - - Kaplan Professional
 David Campbell 2000 2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle ~ 2002 - Diploma of Financial Planning - Diploma (AQF 5) - Integratec Training ~ 2005 - Taxation Planning - Advanced Diploma (AQF 6) - Kaplan Australia ~ 2012 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty ~ 2017 - TASA and the TPB Code of Professional Conduct - Diploma (AQF 5) - Kaplan Australia
 David Ian Stuart 2007 1990 - Bachelor of Business (Marketing Management) - Bachelor Degree (AQF 7) - University of New England ~ 2011 - Margin Lending & Geared Investments - Diploma (AQF 5) - Kaplan Professional ~ 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education ~ 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ~ 2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
 John Garret O'sullivan 1985 2004 - Advanced Diploma of Financial Planning FNB60402 - Advanced Diploma (AQF 6) - MLC ThreeSixty ~ 2012 - Fellow Chartered Financial Practitioners (FChFP) - Professional Designations - Association of Financial Advisers (AFA)
 Kyle Stuart Thompson 2009 2007 - Bachelor of Business (Banking and Finance) - - Queensland University of Technology ~ 2009 - Advanced Diploma of Financial Services (Financial Planing) - - Kaplan Professional ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2011 - Self Managed Superannuation Funds - - Kaplan Professional ~ 2015 - CERTIFIED FINANCIAL PLANNER (CFP) - - Financial Planning Association
 Lyle Edison Vinter 2017 2015 - Masters of Business Administration - - Griffith University ~ 2016 - Diploma of Financial Planning - - Kaplan Professional
 Mark Stuart Lauder 2008 1994 - Bachelor of Commerce - - Griffith University ~ 2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - PS146
 Matthew Kennedy 2006 2003 - DFP1 - Entry Level - - Kaplan ~ 2003 - DFP4 - Superannuation/Retirement - - Kaplan ~ 2004 - DFP3 - Investment 1 - - Kaplan ~ 2006 - DFP2 - Risk Management - - Kaplan
 Renee Tregoning 2022 2020 - Bachelor of Commerce - Bachelor Honours Degree (AQF 8) - University of Southern Queensland ~ 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
 Timothy James Perrin 2002 2010 - Margin Lending and Geared Investments - - Kaplan Professional ~ 2011 - Diploma of Financial Services (Financial Planning) FNS50804 - - Kaplan Professional ~ 2011 - Self Managed Superannuation Funds - - Kaplan Professional ~ 2013 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
 Tracey Grose 2004 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2013 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education ~ 2013 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education
 Wuttipong Edward Sangjitphun 2007 2007 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education ~ 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2010 - Master of Commerce (Financial Planning) - - University Of Western Sydney ~ 2015 - Self Managed Superannuation Funds - - Kaplan Professional Education