Grimsey Wealth Pty ltd

AFS License Number
293334
Name
Grimsey Wealth Pty ltd
ABN/ACN/ARBN
90113911247
Licensee issued
Oct. 25, 2005
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:
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;
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of 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;
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Alexander Jon Jackson2018Advance Dip of Fin Services - Pinnacle Financial Services ~ Bachelor of Commerce - Griffith University
 Daniel Michael Stefanetti2000Bachelor of Business ( Financial Planning) - RMIT ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Services and Mortgage Broking manangement - Kaplan
 Daniel Michael Stefanetti2000Bachelor of Business ( Financial Planning) - RMIT ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Services and Mortgage Broking manangement - Kaplan
 Danny Orlando2018Bachelor of Commerce - Macquarie University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Diana Gowdie2006Advanced Diploma in Financial Planning - FPA ~ Bachelor of Economics - Sydney University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA
 Gina Salib2014Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma in Financial Services - Pinnacle Financial Services Academy
 Jeffrey Bonnici2015Accredited Listed Product Adviser - Kaplan Professional Education ~ Advanced Diploma Of Financial Planning - Monarch Institute ~ Bachelor Of Business - Swinburne University ~ Diploma of Financial Planning - Kaplan Professional Education ~ Self managed Superannuation Funds - Kaplan Professional Education
 John Phillip Kirk2011Bachelor of Business ( Financial Planning) - RMIT ~ Certified Financial Planner - FPA ~ Diploma of Finance and Mortgage broking management - Kaplan
 Jonathan Frank Mcwhae2010Bachelor of Arts - Murdock University ~ Bachelor of Commerce - Murdoch University ~ Certified Financial Planner - Financial Planning Association ~ Certified Practicing Accountant - CPA Australia ~ Chartered Tax Adviser - The Tax Institute
 Maria Mesiano2010Diploma of Financial Services - Kaplan
 Mark Andrew Aranjo2002Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Economics (Human Resource Management, Industrial Relations & Economics) - Sydney University ~ Certified Financial Planner - Financial Planning Association
 Paul Pettofrezza2000Bachelor of Business (Accounting) - RMIT ~ Certified Practicing Accountant - CPA Australia
 Richard Williams1995Diploma of Financial Services - Kaplan ~ Diploma of Financial Services - Kaplan
 Wee Kho2014Bachelor of Commerce (Accounting)n - University of Adelaide ~ Certified Practicing Accountant - CPA Australia ~ Diploma of Financial Planning - Kaplan