Horsey Jameson Bird Pty. Ltd.

AFS License Number
222029
Name
Horsey Jameson Bird Pty. Ltd.
ABN/ACN/ARBN
83057778702
Licensee issued
Aug. 20, 2002
Address
Fortitude Valley, 4006, 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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment 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
 Anthony Smith 2018 Bachelor of Business (major in Finance) - Queensland University of Technology
 Jessica Ann Read 2011 Bachelor of Business (Banking & Finance and Accounting) - Queensland University of Technology ~ Diploma of Financial Services (Financial Planning) - RE146 Training Australia ~ Master of Financial Planning - Kaplan Professional
 Kerrie Jayne Bampton 2004 ASX Accredited Listed Products Adviser - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Integratec ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds Adviser Course - Tribeca
 Richard John Leal 2008 Bachelor of Commerce in Financial Planning and Investments (Accounting) - Griffith University ~ Margin Lending - Monarch Institute ~ Self Managed Superannuation Funds - Monarch Institute