Grant Thornton Wealth Advisory Services Pty ltd

AFS License Number
234500
Name
Grant Thornton Wealth Advisory Services Pty ltd
ABN/ACN/ARBN
61007073305
Licensee issued
Dec. 1, 2003
Address
Melbourne, 3000, VIC

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:
superannuation limited to:
self-managed superannuation fund;
a person s existing holding in a superannuation product but only to the extent required for:
making a recommendation that the person establish a self-managed superannuation fund; and
providing advice to the person on contributions or pensions under a superannuation product;
provide class of financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
general insurance products;
life products limited to:
life risk insurance products;
simple managed investment schemes;
securities; and
superannuation; and
deal in a financial product by:
arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund; and
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Kirsten Taylor-martin 2016 Advice in Superannuation Skill Set - AAMC Training Group
 Robert Ince 2018 Accountants Self Managed Superannuation Funds Package - Kaplan Education Pty Ltd
 Simon Richard Gow 2015 Bachelor of Business, Double Major in Accounting and Finance - Edith Cowan University ~ Diploma of Financial Services (Financial Planning) - Kaplan ~ Graduate Diploma of Chartered Accounting - The Institute of Chartered Accountants in Australia