Health Professionals Plus Pty ltd

AFS License Number
341220
Name
Health Professionals Plus Pty ltd
ABN/ACN/ARBN
57107368383
Licensee issued
Jan. 27, 2010
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;
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

Name First provided advice Qualification and trainings
 Andrew Dean Wallis 1987 1985 - Bachelor of Engineering (Chem) - - University of Melbourne ~ 1992 - Diploma of Financial Markets and Applied Finance - - FINSIA ~ 2019 - RG146 Self Managed Superannuation Funds - - Financial Education Professionals
 Benjamin David Payne 2010 2004 - Bachelor of Business (Financial Planning) - - RMIT ~ 2009 - Graduate Diploma of Applied Finance and Investment - - KAPLAN ~ 2011 - Certified Financial Planner - - FPA ~ 2017 - RG146 Self Managed Superannuation Funds - - Financial Education Professionals
 Nathan Sadeghi 2018 2016 - Bachelors of Commerce (Honours) - - Monash University ~ 2018 - Diploma of Financial Planning - - Kaplan