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  3. Laurelle Bryce

Laurelle Bryce

Name
Laurelle Bryce
ID
466317
ABN
–
First Provided Advice
2014

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2011 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
  • 2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
  • 2011 - Margin Lending & Geared Investments - - Kaplan Professional
  • 2017 - SMSF - - Cavendish & ICFS Specialist
  • 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Tax Practitioners Board

Licencee

Status
Ceased
Licence Holder
Alman Partners Pty. Ltd. (#222107)
Commenced
Nov. 1, 2023
Ceased
Aug. 9, 2024
Status
Ceased
Licence Holder
Axies Pty. Ltd. (#339384)
Commenced
April 9, 2020
Ceased
Feb. 8, 2021
Status
Ceased
Licence Holder
Spark Advisors Australia Pty Ltd (#380552)
Commenced
Jan. 2, 2021
Ceased
Oct. 31, 2023
Status
Ceased
Licence Holder
Spark Advisors Australia Pty Ltd (#380552)
Commenced
Sept. 21, 2018
Ceased
Jan. 1, 2021
Status
Current
Licence Holder
Steadfast Life Pty ltd (#421904)
Commenced
Sept. 30, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
Aug. 31, 2015
Ceased
Nov. 7, 2017
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
Nov. 28, 2017
Ceased
Aug. 3, 2018
Status
Ceased
Licence Holder
Gps Wealth Ltd (#254544)
Commenced
Oct. 2, 2014
Ceased
Aug. 20, 2015
Status
Ceased
Licence Holder
Mcmaster Heathfield Pty Ltd (#341309)
Commenced
May 1, 2013
Ceased
Oct. 1, 2014
Status
Ceased
Licence Holder
Whittaker Macnaught Pty. Ltd. (#246519)
Commenced
April 1, 2010
Ceased
May 1, 2013