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
 Callum Winlaw 2022 Bachelor of Business - QUT ~ Bachelor of Science in Business and Management - Aston University ~ Graduate Diploma of Business - QUT
 Chase Andrew Marshall 2022 Bachelor of Commerce - Griffith University ~ Graduate Diploma of Financial Planning - Kaplan
 Dane William Pevy 2021 Adv Dip of Financial Planning - Monarch Institute ~ Aged Care Advice - Kaplan ~ Banking and Finance - Financial Planning - Griffith University ~ Self Managed Super Funds - Mentor Education
 Jessica Anne Alvers 2016 DFP5V1 TAX FOR FINANCIAL ADVISING - KAPLAN ~ DIPLOMA OF FINANCIAL PLANNING FNS50611 - KAPLAN ~ Graduate Diploma of Financial Planning - 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 ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Kristopher David Martin 2001 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business - Australian Catholic University ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Executive Master of Business Administration - QUT Gardens Point ~ Fellow Chartered Financial Practitioner - Mentor
 Lavika Patel 2023 Graduate Diploma in Financial Planning - QUT
 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
 Shaye Fatnowna 2011 Bachelor of Accounting - Central Queensland University ~ Bachelor of Financial Planning - Central Queensland University
 Trisha Maree Diehm 2016 Diploma of Financial Planning - Australis College
 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
 Valerie Lumby 2014 Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education
 Zach Avarakis 2022 Bachelor of Commerce - University of Queensland ~ Graduate of Dip of Financial Planning - Kaplan