Hills Financial Pty ltd

AFS License Number
535344
Name
Hills Financial Pty ltd
ABN/ACN/ARBN
94653127925
Licensee issued
Feb. 24, 2022
Address
Kalamunda, 6076, WA

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
 Paula Garnham 1999 2006 - Diploma of Financial Planning - - Mentor Education ~ 2007 - Self Managed Super Funds - - Tribeca ~ 2008 - Advanced Diploma of Financial Planning - - Kaplan ~ 2010 - Margin Lending & Geared Investments - - Kaplan
 Rebecca Howarth 2003 2004 - Diploma of Financial Planning - - FPA ~ 2004 - Self Managed Super Funds - - Tribeca ~ 2010 - Margin Lending & Geared Investments - - Kaplan