Kycu Financial Planning Pty ltd

AFS License Number
523677
Name
Kycu Financial Planning Pty ltd
ABN/ACN/ARBN
143589306
Licensee issued
March 5, 2021
Address
Mulgrave, 3170, VIC

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; 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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Agim Hajdari 2015 Advanced Diploma of Financial Services - Victoria University ~ Bachelor Of Business - Victoria University ~ Bachelor of Business (Financial Risk Management) - Victoria University Melbourne Australia ~ Diploma Of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute ~ SMSF Module - Monarch Institude ~ Self Managed Superannuation - Monarch Institute
 Erol Adem Doganay 2014 Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce - La Trobe University ~ Bachelor of Economics - La Trobe University ~ Diploma of Financial Planning - Monarch Institute
 James Anthony Milic 2018 Diploma Of Financial Planning - Monarch
 Joshua Whelan 2018 Bachelor of Commerce (Commercial Law) - Australian Catholic University ~ Certificate IV in Financial Services - Integrity Education Group ~ Diploma of Financial Planning - Integrity Education Group
 Mitchell Harrison 2021 Bachelor of Commerce (Financial Planning) - Deakin University ~ Bachelor of Laws (Honours) - Deakin University ~ MAA769 Ethics for Financial Services - Deakin Business School ~ Master of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Kaplan
 Oguzhan Doren 2015 Bachelor Of Commerce - La Trobe University ~ Bachelor of Economics - La Trobe University ~ Diploma Of Financial Planning - Monarch Institute
 Richard Henry Jewell 2017 Diploma of Financial Planning - Monarch Institute