Habitus Capital Pty ltd

AFS License Number
426927
Name
Habitus Capital Pty ltd
ABN/ACN/ARBN
25159756653
Licensee issued
Oct. 22, 2012
Address
Sydney, 2000, 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;
derivatives;
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;
derivatives;
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
 Julian Russell 2007 Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Traineeship Management Australia (TMA) ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Traineeship Management Australia (TMA) ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Master of Business Administration - University of New South Wales (NSW) ~ Master of Business Administration - University of New South Wales (NSW)