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

Name First provided advice Qualification and trainings
 Alexander Jon Jackson 2018 Advance Dip of Fin Services - Pinnacle Financial Services ~ Bachelor of Commerce - Griffith University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Bradley Atkinson 0 Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology
 Daniel James Harris 2017 Bachelor of Commerce (Financial Planning) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Fund Adviser - Mentor Education
 Daniel Michael Stefanetti 2000 Bachelor of Business ( Financial Planning) - RMIT ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Services and Mortgage Broking manangement - Kaplan ~ Ethics for Financial Services - Deakin University
 Danny Orlando 2018 Bachelor of Commerce - Macquarie University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics for Financial Services - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Elana Stephanatos 2022 Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology
 Jeffrey Bonnici 2015 Accredited Listed Product Adviser - Kaplan Professional Education ~ Advanced Diploma Of Financial Planning - Monarch Institute ~ Bachelor Of Business - Swinburne University ~ Master of Financial Planning - Deakin University ~ Self managed Superannuation Funds - Kaplan Professional Education
 Jonathan Frank Mcwhae 2010 Bachelor 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
 Joshua Anthony Wingrove 2011 Bachelor of Commerce - Flinders University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Fellow Chartered Financial Practitioner - Association of Financial Advisers ~ Margin Lending and Geared Investments - Kaplan Professional
 Julia Armstrong 0 Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology
 Lee Hutchison 2013 Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business & Commerce - Monash University ~ Diploma of Financial Planning - Kaplan
 Mark Andrew Aranjo 2002 Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Economics (Human Resource Management, Industrial Relations & Economics) - Sydney University ~ Certified Financial Planner - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Paul Kevin SO Wan Yuen 2010 B Bus Acc - RMIT ~ CFP - FPA ~ Ethics and Client Management - Swinburne ~ Financial Adviser Exam - FASEA ~ GDipFP - Kaplan
 Samantha Leigh Robinson 2011 Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology (IIT) ~ Fellow Chartered Financial Practitioner - Association of Financial Advisers ~ Specialist Margin Lending Course - International Institute of Technology (IIT)
 Vittorio Paolo Pettofrezza 0 Bachelor of Business - RMIT University
 Yanni Mavrikis 2022 Bachelor of Commerce (Finance and Financial Planning) - University of Wollongong ~ Bachelor of Commerce (Finance and Financial Planning) - University of Wollongong ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional