Lifestyle Investment Planning Pty ltd

AFS License Number
278361
Name
Lifestyle Investment Planning Pty ltd
ABN/ACN/ARBN
94069277943
Licensee issued
Sept. 6, 2004
Address
Melbourne, 3004, 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; and
superannuation; and
deal in a financial product by:
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of 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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 David Leon Khenkin 2004 2005 - Foundation DFP - - Deakin University
 Leon Volovich 2003 1987 - Bachelor of Business (Accounting) - - Monach University ~ 2014 - Diploma of Financial Planning - - Kaplan Professional
 Michael Fingereth 2011 2002 - Bachelor of Business (Management) - - University of Queensland ~ 2002 - Bachelor of Commerce - - University of Queensland ~ 2006 - CPA Program - - CPA Australia ~ 2010 - Public Practice Certificate - - CPA Australia ~ 2014 - Diploma of Financial Services - - Internation Institute of Technology