Independent Financial Advice & Education Pty ltd

AFS License Number
520963
Name
Independent Financial Advice & Education Pty ltd
ABN/ACN/ARBN
50636944333
Licensee issued
Feb. 25, 2020
Address
Orange, 2800, NSW

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
 Daniel Mcgregor 2010 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Commerce/Economics - Australian National University ~ CFP - FPA ~ Diploma of Financial Services (Financial Planning) - Financial Planning Association of Australia ~ Graduate Diploma of Applied Finance and Investment - Finsia
 David Harper 2010 Bachelor of Business (Accounting) - Southern Cross University ~ Certificate IV Finance & Mortgage Broking - Kaplan ~ Diploma of Financial Services - Kaplan