Investplan Pty ltd

AFS License Number
518743
Name
Investplan Pty ltd
ABN/ACN/ARBN
39635196735
Licensee issued
Jan. 21, 2020
Address
Black Forest, 5035, SA

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
 Justin Andrew Chandler 2010 ASX Listed Products - LPAC ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Finance) - Flinders University of South Australia ~ Diploma of Financial Services (Financial Planning) - Mentor ~ Self Managed Super Funds - Kaplan Professional
 Peter Heading 2007 Certificate IV Assessment & Workplace Training - RMIT University ~ Certificate IV in Financial Services (General Insurance) - Australian & New Zealand Institute of Insurance & Finance ~ Diploma Of Financial Services (Financial Planning) - FINSIA Education (Kaplan Professional) ~ Master Of Financial Planning - University Of The Sunshine Coast ~ Self Managed Super Funds - Kaplan Professional
 Steven Antonio Sansovini 2006 Bachelor of Accountancy - University of South Australia ~ Graduate Diploma of Financial Planning - Securities Institute / FINSIA (Kaplan Professional) ~ Self Managed Super Funds - Kaplan Professional