JS Advisory Group Pty ltd

AFS License Number
542262
Name
JS Advisory Group Pty ltd
ABN/ACN/ARBN
42660117117
Licensee issued
Nov. 16, 2022
Address
Balcatta, 6021, WA

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;
interests in managed investment schemes limited to:
MDA 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;
interests in managed investment schemes limited to:
MDA 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
 Luke William James Shrewsbury 2011 Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - Grifith University ~ Diploma of Financial Services (Financial Planning) - Investment Banking Institute ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Ushma Joshi Mckie 2011 Advanced Self Managed Superannuation Funds Program - Kaplan ~ Bachelor of Science (Actuarial Science) - Curtin University of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Financial Planning - Curtin University of Technology