Gcc Licensee Pty ltd

AFS License Number
486196
Name
Gcc Licensee Pty ltd
ABN/ACN/ARBN
53611723338
Licensee issued
July 15, 2016
Address
Baulkham Hills, 2153, 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;
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;
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
 Debbie Adams 2009 2008 - Diploma of Financial Planning - - Kaplan Professional Education ~ 2011 - ASX Listed Products Accreditation Course - - LPAC Online ~ 2011 - Margin Lending and Geared Investments - - Kaplan Professional Education ~ 2016 - Certified Life Practicioner - - AFA
 Gemma Hulbert 2018 2018 - Diploma Financial Planning - - Kaplan ~ 2023 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Kaplan
 Patrick Anthony O'leary 2001 2011 - Margin Lending - - Kaplan Professional Education ~ 2012 - BCom (Finance) - - Macquarie University ~ 2012 - Diploma of Financial Planning - - CCH ~ 2013 - Self Managed Superannuation Funds - - Kaplan Professional Education