Ldb Financial Group Pty ltd

AFS License Number
437164
Name
Ldb Financial Group Pty ltd
ABN/ACN/ARBN
83161933777
Licensee issued
May 17, 2013
Address
Blackburn, 3130, 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;
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
 Brenton William Marris 2016 Advanced Diploma in Financial Planning - Kaplan ~ Bachelor of Business Accounting - Swinbourne University ~ Certified Financial Planner - Financial Planning Association
 Christopher John Payne 1999 Bachelor Commerce - Flinders University South Australia ~ Diploma of Financial Planning - Financial Planning Association ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Graduate Diploma in Applied Finance Investment - Securities Institute of Australia ~ Superannuation & retirement planning course - Integratec
 Christopher Pomaroff 2012 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce (Accounting and Finance) - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Matthew Phillip Keller 2017 Bachelor of Commerce - The University of Queensland ~ RG146 for Superannuation & SMSF - CPA Australia
 Timothy John O'loughlin 2010 Bachelor of commerce - Bond University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of financial services - Mentor education group ~ Self Managed Superannuation Funds - Kaplan Professional