- Home
- Financial Advisers Australia (FAA)
- Kim Deneys
Kim Deneys
- Name
- Kim Deneys
- ID
- 1245360
- ABN
- –
- First Provided Advice
- 2016
- Restrictions
- SMSF AdviceProvide financial product advice (as defined in s766B Corporations Act) to retail and wholesale clients on:self-managed superannuation funds;superannuation products in relation to a clients existing holding in a superannuation product but only to the extent required for:making a recommendation that the client establish a self-managed superannuation fund; orproviding advice to the client on contributions or pensions under a superannuation product.Class of Product AdviceProvide class of product advice (as defined in s912A(4) of the Corporations Act) to retail and wholesale clients on:superannuation products;securities;simple managed investment schemes;general insurance products;life risk insurance products;basic deposit products.ArrangingArrange to deal in an interest in a self-managed superannuation fund in respect of retail and wholesale clients.
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Octillion Partners Pty Ltd (#289621)
- Commenced
- July 1, 2016
- Ceased
- Oct. 19, 2018