Hart Ensole Pty ltd

AFS License Number
422555
Name
Hart Ensole Pty ltd
ABN/ACN/ARBN
99157732379
Licensee issued
July 16, 2012
Address
Toowoomba, 4350, 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; 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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Adriana Maree Day2015Diploma Financial Planning - Monarch Institute
 Austin Trager2013Bachelor of Commerce (Finance) - University of Southern Queensland ~ Diploma of Financial Planning (Financial Services) - Mentor Education
 Cassie Lee Hill2009Diploma of Financial Planning - Kaplan
 Corey Douglas Taylor2017Diploma of Financial Planning - Kaplan
 Daryn Koon Wen Loo2016Bachelor of Chemical Engineering - RMIT University ~ Masters of Banking and Finance - Monash University
 Elizabeth Grace Fountain2015Diploma of financial planning - monarch
 Julia Elizabeth Zietek2015Cert IV finance and Mortgage - TMA ~ Diploma of Financial Planning - RG146
 Mitchell Raabe2011Bachelor of Business (Marketing) - University of Southern Queensland ~ Diploma of Financial Planning - RG146 Training Australia Pty Ltd
 Natalie Marie Hartmann2006Certificate IV Financial Services & Mortgage - MTA ~ Diploma of Financial Planning - RG146 Training Australia Pty Ltd
 Samantha Etherington2010Bachelor of Mass Communications (Marketing, Public Relations) - University of Southern Queensland ~ Diploma of Financial Planning (Financial Services) - RG146 Training Australia Pty Ltd