Lfc Group Pty Limited

AFS License Number
526600
Name
Lfc Group Pty Limited
ABN/ACN/ARBN
35644576965
Licensee issued
Dec. 11, 2020
Address
Warrawong, 2502, NSW

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
 Benjamin Andrew Viktor Learmonth 2025 2022 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - The University of Wollongong ~ 2023 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
 Glen Belcher 2018 2014 - Diploma Financial Planning FNS50611 - Diploma (AQF 5) - Monarch Institute ~ 2017 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - The University of Wollongong ~ 2020 - Tier 1 Margin Lending - Personal Advice - Certificate (AQF 1-4) - Kaplan Professional ~ 2021 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
 Jack Dylan Vaughan 2025 2022 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - The University of Wollongong ~ 2022 - Bachelor of Laws - Bachelor Degree (AQF 7) - The University of Wollongong ~ 2023 - Ethics for Financial Services - Bridging Course - Ethics - Deakin University
 Nicholas James Pleski 2015 2012 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - The University of Wollongong ~ 2021 - Margin Lending Specialist - Certificate (AQF 1-4) - Kaplan Professional ~ 2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education