Hewison & Associates Pty. Ltd.

AFS License Number
227185
Name
Hewison & Associates Pty. Ltd.
ABN/ACN/ARBN
51006082257
Licensee issued
April 15, 2003
Address
Melbourne, 3004, 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;
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:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
derivatives; and
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
 Andrew John Hewison 2006 Advanced Diploma of Financial Services - Tribeca ~ Bachelor of Commerce - Deakin University ~ Certified Financial Planner (CFP) - Financial Advice Association of Australia ~ Ethics and Professional in Financial Advice - Kaplan Professional ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Caleb James Ludlow 2022 BACHELOR OF COMMERCE - DEAKIN UNIVERSITY ~ Bachelor of Property and Real Estate - Deakin University ~ MASTER OF FINANCIAL PLANNING - DEAKIN UNIVERSITY
 Christopher Colin Morcom 2003 Bachelor of Business - Swinburne University of Technology ~ Certified Financial Planner (CFP) - Financial Advice Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Christopher Colman 2022 Bachelor of Commerce/Arts - Deakin University ~ Certified Financial Planner (CFP) - Financial Advice Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Glenn Thomas Fairbairn 2005 Bachelor of Business (Economics & Finance) - Royal Melbourne Institute of Technology (RMIT) ~ Certfied Financial Planner (CFP) - Financial Advice Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF Specialist Advisor (SSA) Accreditaition - SMSF Association
 Marcus English 2006 Bachelor of Commerce - Deakin University ~ Certified Financial Planner (CFP) - Financial Advice Association of Australia ~ Diploma of Financial Services - AMP Financial Planning ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Life Risk Specialist (LRS) - Financial Advice Association of Australia
 Nathan Lear 2009 Bachelor of Commerce (Finance) - Deakin University ~ Certfied Financial Planner (CFP) - Financial Advice Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Pierce Hanlen 2018 Bachelor of Commerce - Deakin University ~ Certified Financial Planner (CFP) - Financial Advice Association of Australia
 Simon Curtain 2009 Certfied Financial Planner (CFP) - Financial Advice Association of Australia ~ Ethics and Professionalism in Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA ~ Master of Applied Finance - Kaplan Professional ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Stephanie Patrick 2011 Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Arts (Journalism) and Bachelor of Commerce (Finance) - Monash University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Tess Mcintosh 0 Certified Financial Planner (CFP) - Financial Advice Association of Australia ~ Master of Financial Planning - Griffith University
 Travis Schindler 2018 Bachelor of Business (Banking & Finance) - Monash University ~ Certified Financial Planner (CFP) - Financial Advice Association of Australia ~ Graduate Certificate in Applied Finance - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional