Guide Sure Pty ltd

AFS License Number
514908
Name
Guide Sure Pty ltd
ABN/ACN/ARBN
71631655537
Licensee issued
June 7, 2019
Address
Aspley, 4034, 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;
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
 Craig Gorman 1999 1999 - Bachelor Degree - Commerce - - The University of Southern Queensland ~ 2002 - Diploma - Financial Planning - - Financial Planning Association of Australia ~ 2005 - CFP - Certified Financial Planner - - Financial Planning Association of Australia ~ 2014 - Other - Financial Services Institute of Australasia (Fellow) - - Financial Services Institute of Australasia
 Deborah Margaret Donoghue 2002 2002 - Bachelor Degree - Commerce in Financial Planning - - Griffith University ~ 2008 - Masters Degree - Financial Planning - - University of Sunshine Coast ~ 2012 - Certified Financial Planner - - FPA Deakin