Hejaz Financial Advisers Pty ltd

AFS License Number
517686
Name
Hejaz Financial Advisers Pty ltd
ABN/ACN/ARBN
49634683613
Licensee issued
March 11, 2020
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;
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
 Alisa Surya 0 Bachelor of Economics - Accounting - University of Indonesia ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Applied Finance - The Univeristy of Melbourne
 Amir Hassani 2016 Diploma of Financial Planning - International Institute of Technology
 Aristotle Papapavlou 2012 Advanced Diploma of Financial Planning - Kaplan ~ Tier 1 Adviser Compliance Solution - Kaplan
 Bronson Wai Fung Yau 2017 Diploma of Financial Services (Financial Planning) - Kaplan ~ Margin Lending - Kaplan ~ Principles of Advanced Estate Planning - International Institute of Technology ~ Principles of Advanced Planning - International Institute of Technology
 Hakan Ozyon 2014 Bachelor of Business (Economics and Finance) - RMIT ~ Diploma of Financial Planning FNS40107 - RMIT University School of Economics and Finance ~ Master of Professional Accounting - RMIT ~ Masters of Professional Accounting - RMIT ~ Self Managed Super Funds - Integrity
 Hans Oliver Alwar 2012 Master of Financial Planning - Kaplan
 Hugh Jerome Heffernan 2010 Advanced Diploma of Financial Planning - Kaplan ~ Diploma Financial Services (Financial Planning) FNS50804 - Mentor Education Group ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Master of Financial Planning - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
 Kaan Doluner 2021 Bachelor of Business (Financial Planning) - La Trobe University ~ SMSF Association Specialist Member Accreditation Program - SMSF Association
 Leon Cheah 2008 Bachelor of Commerce - University of Melbourne ~ Certified Financial Planner Program - Financial Planning Association of Australia ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Margin Lending & Geared Investments - Kaplan Education Pty Ltd ~ Self-Managed Superannuation Funds - Kaplan Education Pty Ltd
 Miranda Leung 1998 Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor Science (Marketing) - Southwest Missouri State University ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning FNS50611 - Monarch Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Australia
 Muzzammil Maqsood Dhedhy 2017 Bachelor of Commerce (Business Law) - Curtin University of Technology ~ Certificate IV in Finance and Mortgage Broking - Integrity Education Group ~ Diploma of Financial Planning - RMIT University ~ Master of Applied Finance (Financial Planning) - Charles Sturt University
 Sam Tabit 2000 Graduate Diploma of Applied Finance and Investment - Securities Institute ~ Margin Lending - Integrity Education Group ~ Master of Financial Planning - RMIT University ~ Money Market Module - The Securities Institute of Australia ~ Self Managed Superannuation Funds - ASFA
 Weidong Zhang 2010 Advanced Diploma of Financial Services (Financial Planning) - Holmesglen Institute ~ Degree of Master of Economics Major: World Economy - Sichuan University, China ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Margin Lending & Geared Investments - Kaplan ~ Self Managaed Superannuation Funds - Kaplan
 Wesley Steer 2018 Bachelor of Accounting - Latrobe University ~ Bachelor of Finance - Latrobe University ~ Ethics and Professionalism in Financial Advice - Kaplan Education Pty Ltd