Kdm Financial And Estate Planning Pty ltd
- AFS License Number
- 516642
- Name
- Kdm Financial And Estate Planning Pty ltd
- ABN/ACN/ARBN
- 29130240578
- Licensee issued
- Oct. 1, 2019
- Address
- Lutwyche, 4030, 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 |
|---|---|---|
| Ahmet Hassan | 2021 | Bachelor of accounting/major in financial planning - La trobe |
| Callum Winlaw | 2022 | Bachelor of Business - QUT ~ Bachelor of Science in Business and Management - Aston University ~ Graduate Diploma of Business - QUT |
| Dane William Pevy | 2021 | Adv Dip of Financial Planning - Monarch Institute ~ Banking and Finance - Financial Planning - Griffith University ~ Self Managed Super Funds - Mentor Education |
| Gavin Moore | 2000 | FNS40811 - Certificate IV in Finance and Mortgage Broking - Kaplan Professional Education ~ FNS60404 - Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education |
| Jessica Anne Alvers | 2016 | DFP5V1 TAX FOR FINANCIAL ADVISING - KAPLAN ~ DIPLOMA OF FINANCIAL PLANNING FNS50611 - KAPLAN |
| Joel Andrew George Bullimore | 2014 | Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - Kaplan ~ FASEA - FASEA ~ Self Managed Super Fund Course - Kaplan |
| Julian Raymond Mcbean | 2011 | Advanced Diploma of Financial Planning - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Planning FNS50804 - Kaplan Australia ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Kristopher David Martin | 2001 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business - Australian Catholic University ~ Executive Master of Business Administration - QUT Gardens Point ~ Fellow Chartered Financial Practitioner - Mentor ~ Graduate Certificate of Business Administration - QUT Gardens Point |
| Luke Gregory Charles Marshall | 2017 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Applied Finance - Charles Sturt ~ Certified Financial Planner - FPA ~ Direct Equities - Kaplan ~ SMSF - Kaplan |
| Nicholas Casey Styman | 2018 | Bachelor of Commerce - Griffith University ~ Bachelor of International Business - Griffith University ~ Level 1 - Chartered Financial Analyst - CFA Institute |
| Sahil Bhuller | 2016 | Advanced Diploma of Financial Planning - Monarch Institute ~ Commercial Law - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Masters of Financial Planning - Kaplan ~ Tier 1 Securities - Personal Advice - Kaplan Professional |
| Shaye Fatnowna | 2011 | Bachelor of Accounting - Central Queensland University ~ Bachelor of Financial Planning - Central Queensland University |
| Simon Thomas Condon | 2003 | Accredited Derivatives Adviser Level 2 - ASX ~ Bachelor of Engineering (Civil) - University of QLD ~ CFA Program - CFA Institute ~ Graduate Diploma in Applied Finance & Investment - FINSIA ~ Master of Applied Finance - Macquarie University |
| Susan Clarke | 2014 | Diploma Life Insurance - Australian & New Zealand Institute of Insurance & Finance ~ Diploma of Financial Services (General Insurance) - Australian & New Zealand Institute of Insurance & Finance |
| Udayangani Anoma Peiris | 2011 | Bachelor of Commerce (Accounting) - Griffith University ~ Graduate Certificate of Financial Planning - Finsia ~ Graduate Diploma of Applied Finance & Investments - Finsia ~ Master of Financial Planning - Kaplan Professional |
| Zach Avarakis | 0 | Bachelor of Commerce - University of Queensland ~ Graduate of Dip of Financial Planning - Kaplan |