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Ipac Securities Limited

AFS License Number
234656
Name
Ipac Securities Limited
ABN/ACN/ARBN
30008587595
Licensee issued
Jan. 1, 2004
Address
Sydney, 2000, 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;
derivatives;
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;
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;
derivatives;
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;
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Aamir Shaik2017Bachelor of Accounting - La Trobe University ~ Bachelor of Finance - La Trobe University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Alexander Douglas Maxwell Brown1998Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional
 Alicia Liang Sun2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Economics in Economics and Accounting - University of New South Wales (NSW) ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Amanda Wilesmith2014Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Tribeca
 Andrew Groat2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Andrew Ian Macdougall20047159AFE/7823GBS/7823AFE Principles of Business & Corp Law - Griffith University ~ 7246AFE/7812GBS/7812AFE Behavioural Finance & Wealth Mgmt - Griffith University ~ 7269AFE/7815AFE Ethics and Professionalism - Griffith University ~ Master of Financial Planning - Griffith University
 Anthony Joseph Nichol1995Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Antoinette Galluzzo2001Diploma of Financial Services (Financial Planning) - Commonwealth Bank of Australia (CBA) ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Graduate Diploma in Financial Planning - Securities Institute
 Arthur Tsimbouris2008Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Ashish Poudel2017Bachelor of Accounting - Central Queensland University (CQU) ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Griffith University
 Babette Woodhouse2007Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Brendon Hewlett1997Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Candice Ulia Raemond2015Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Accounting) - University of Southern Queensland (USQ) ~ Diploma of Financial Services (Financial Planning) - AUSTRALIAN AND NEW ZEALAND INSTITUTE OF INSURANCE AND FINANCE
 Craig Raymond Stubbs2003Bachelor of Economics - University of Sydney ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Superannuation Management - Macquarie University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Daniel Cheung2000Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Finance & Economics) - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Applied Finance and Investment - Securities Institute
 Daniel Christie Anderson2017Bachelor of Business (Management) - University of Queensland ~ Diploma of Financial Planning - Integrity Education Group ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Daniel Garry O'rourke2005Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Securities Institute
 Daniel Leske2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business and Economics - Flinders University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ MLC714 Financial Advice Regulation - Deakin University ~ Master of Financial Planning - Deakin University
 David John Kuchel2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - South Australian Institute of Technology ~ Diploma of Financial Planning - Kaplan Professional
 David Yardley2011Bachelor of Economics - Monash University ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Master of Business Administration - University of New South Wales (NSW)
 Denise Kathleen Beardsley2005Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Duro Rudic2003Associate Diploma of Business (Accounting) - Westpac Banking Corporation ~ Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Planning - Deakin University
 Elaine Darmody2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Fiona Elizabeth Romano2011Advanced Diploma of Financial Services (Financial Planning) - MLC Limited ~ Diploma of Financial Services (Financial Planning) - ThreeSixty
 Gareth Davies2013Bachelor of Commerce (Economics) - University of South Africa ~ Diploma of Financial Planning - Integrity Education Group ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Gerald Mcavoy2009Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Glenn Colin Worley2006Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Hannah Jayne Nuku2010Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - RG146 Mentor Education Group ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Helen Truong2014Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Financial Planning) - University of Western Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Jackie Kewalram2016Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Janice Ruth Arnott2012Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Jing Bao2017Bachelor of Commerce (Accounting) - University of New South Wales (NSW) ~ Diploma of Financial Planning - Monarch Institute ~ Master of Commerce - University of New South Wales (NSW)
 Jody Lee Payne2016Bachelor of Business (Financial Planning) - RMIT University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Jon Papinczak2015Bachelor of Commerce (Finance) - University of Queensland ~ Diploma of Financial Planning - Monarch Institute
 Joseph Coco2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Finance) - James Cook University ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd
 Judith Ann Brown2003Bachelor of Commerce (Accounting) - James Cook University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Julie Diana Pearsons2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Economics and Financial Planning) - Deakin University ~ Diploma of Financial Planning - Kaplan Professional ~ MAA769 Ethics for Financial Services - Deakin University
 Karen Sheldon2004Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Economic & Legal Context for Financial Planning (FPC001B) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Karunesh Arora2018Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute ~ Master of Professional Accounting - Kaplan Professional
 Kate Alice Edwards2015Bachelor of Commerce - Flinders University ~ Graduate Diploma in Financial Planning - Kaplan Professional
 Katie Louise Hodgson2016Bachelor of Commerce - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Kaushal Rana2016FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Kebihetswe Tracey Lee2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Banking and Finance) - Curtin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Kerrie-lee Lord1997Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Ljupco Ivanov2016Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Business (Accounting) - Monash University ~ Bachelor of Business (Banking and Finance) - Monash University ~ Diploma of Financial Planning - Monarch Institute
 Marc Gratwick1998Bachelor of Commerce - Griffith University ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Mark Andrew Karhula2017Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Matthew Thomas Eccles2018Advanced Diploma of Financial Planning - Monarch Institute ~ Certificate in Financial Planning - Milpark Education ~ Diploma of Financial Planning - Mentor Education Pty Ltd
 Michael John Pagel2009Bachelor of Business (Management) - Queensland University of Technology (QUT) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Economics - Griffith University
 Michael Peros2006Bachelor of Commerce (Finance Management Financial Planning) - Deakin University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional
 Nemanja Vico2014Bachelor of Commerce (Financial Planning) - University of Wollongong
 Nga TO Thi Nguyen2017Diploma of Financial Planning - Kaplan Professional
 Nigel Todd Moon2016Bachelor of Business (Finance) - Queensland University of Technology (QUT)
 Paul Burbidge2004Advanced Diploma of Financial Services (Financial Planning) - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Securities Institute ~ Master of Financial Planning - University of the Sunshine Coast (USC)
 Philip Trevor Hancox2013Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Management - University of South Australia ~ Diploma of Financial Planning - Kaplan Professional
 Rachel Steigenberger2015Bachelor of Business (Marketing) - Queensland University of Technology (QUT) ~ Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT)
 Raya Faith Afkhamizakerzadeh2005Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Sam Rio1998FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Securities Institute
 Sean Murphy2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Financial Planning - Charles Sturt University (CSU) ~ Master of Applied Finance - Charles Sturt University (CSU)
 Shaun Patrick Dewberry2001Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Master of Financial Planning - University of the Sunshine Coast (USC)
 Steve Sebastian Salvemini2013Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Associate Diploma of Accounting - TAFE SA ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Steven Cacciottolo2008Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd
 Trevor Reeves1988Diploma of Financial Planning - Financial Planning Association of Australia (FPA)
 Vanessa Leigh Martin2004Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Financial Planning Association of Australia (FPA)
 Yashar Maghrebi2017Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Yvonne Wilson2014Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Law) - Monash University ~ Certificate IV in Finance and Mortgage Broking - Integrity Education Group ~ Diploma of Financial Services (Financial Planning) - Finsia ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional