Life Stages Group Pty ltd

AFS License Number
551601
Name
Life Stages Group Pty ltd
ABN/ACN/ARBN
54668700838
Licensee issued
Nov. 22, 2023
Address
Belrose, 2085, 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;
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); 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;
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); and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Michael Osborne 2012 2001 - Diploma in Financial Advising - - Securities Institute of Australia ~ 2013 - Diploma in Financial Planning - - International Institute in Technology ~ 2014 - Certificate in Self-Managed Superannuation Funds - - Kaplan ~ 2016 - Advanced Diploma of Financial Planning - - International Institute in Technology ~ 2017 - Tier 1 Margin Lending - Personal Advice - - Kaplan