Lbw Wealth Pty ltd

AFS License Number
534569
Name
Lbw Wealth Pty ltd
ABN/ACN/ARBN
56652382128
Licensee issued
April 13, 2022
Address
Geelong West, 3218, 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;
interests in managed investment schemes limited to:
MDA 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;
interests in managed investment schemes limited to:
MDA 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
 Aaron Hitch 2007 Bachelor of Commerce - Deakin University ~ Certified Financial Planner - Financial Planning Association ~ Ethics and Professional Standards for Financial Advisers - TAFE NSW ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds Specialist - Adelaide University
 Cathryn Amanda Walley 2016 Bachelor of Commerce - Deakin University ~ Diploma of Financial Services - Pinnacle ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma - ICAA ~ SMSF Specialist Advisor - SMSF Association
 Lauren Abela 2008 Bachelor of Commerce - Monash University ~ Certified Financial Planner - Financial Planning Association ~ Graduate Certificate Financial Planning - FINSIA ~ Margin Lending and Geared Investments - Kaplan ~ Specialist SMSF Course - University of Adelaide
 Matthew Paul Grapsas 2001 Bachelor of Commerce - Deakin University/ Financial Planning Association ~ Certified Financial Planner - Financial Planning Association ~ Certified Practicing Accountant - CPA ~ Graduate Diploma of Applied Finance & Investment - Securities Institute of Australia
 Simon Anthony Flowers 2012 Bachelor of Business (Accounting) - Deakin University/ Financial Planning Association ~ Certified Public Accountant - CPA ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Masters of Tax - University of Melbourne