House OF Wealth Financial Planning Pty ltd

AFS License Number
488612
Name
House OF Wealth Financial Planning Pty ltd
ABN/ACN/ARBN
12613122839
Licensee issued
Feb. 28, 2017
Address
Mulgrave, 3170, 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
 Michael William Powell 2001 2008 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA)
 Wilson Fung 2016 1996 - Bachelor of Commence - - Deakin University ~ 2000 - CPA - - CPA Australia ~ 2016 - Diploma of Financial Planning - - Mentor Education ~ 2023 - FPC002B Ethics and Professionalism in Financial Advice ... - Bridging Course - Ethics - Kaplan