IQ Financial Services Pty ltd

AFS License Number
535047
Name
IQ Financial Services Pty ltd
ABN/ACN/ARBN
89654127821
Licensee issued
Dec. 7, 2021
Address
Southport, 4215, 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 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
 Diane Frances Birtles-crute 2012 2012 - RG146 in Financial Planning, Insurance, Superannuation - - Intellitrain ~ 2016 - Securities and Managed Investments - - Kaplan ~ 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
 Hammad Khalid 2017 2009 - Bachelor of Accounting - Bachelor Degree (AQF 7) - Central Queensland University ~ 2015 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute ~ 2015 - SMSF Accreditation - Diploma (AQF 5) - Monarch Institute
 Mark Nilsen 2003 1998 - Bachelor of Science - - UNSW ~ 2002 - Graduate diploma of Financial Planning - - FINSIA