Hall Chadwick Wealth Advisory Pty ltd

AFS License Number
485306
Name
Hall Chadwick Wealth Advisory Pty ltd
ABN/ACN/ARBN
29610449548
Licensee issued
July 5, 2016
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 limited to:
old law securities options contracts and warrants;
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 limited to:
old law securities options contracts and warrants;
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

NameFirst provided adviceQualification and trainings
 Blagojce Petrovski2016Superannuation and SMSFs - Kaplan Professional
 David Kenney2016Superannuation adn SMSFs - Kaplan Professional
 Drew Townsend2016Superannuation and SMSFs - Kaplan Professional
 Ian Donald Gibson2006Certificate IV in Financial Services (Finance/Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Finsia ~ Graduate Diploma of Applied Finance (major in Financial Planning) - Kaplan Professional ~ Margin Lending and Geared INvestmetns - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Luigino Malacco2016Superannuation ans SMSfs - Kaplan Professional
 Sally Elliott2016Superannuation and SMSFs - Kaplan Professional