Link Advice Pty ltd

AFS License Number
258145
Name
Link Advice Pty ltd
ABN/ACN/ARBN
36105811836
Licensee issued
May 19, 2004
Address
Parramatta, 2150, 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
 Adam Frost 2013 Bachelor of Economics (Economics) - The University of Sydney ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FNS50610 Diploma of Financial Planning - Kaplan Professional
 Andrew David Morgan 2005 Advanced Diploma Financial Services (Financial Planning) FNS60404 - Kaplan Australia ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma Financial Services (Financial Planning) FNB50802 - Kaplan Australia
 Anthony Sebastian Bonilla 2008 Bachelor of Business (Economics & Finance) - University of Western Sydney ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Augusto Hernan Reyes 2004 Advance Diploma of Accounting - TAFE ~ Bachelor of Economics - University of Western Sydney ~ CFP Education Program - FPA ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - KAPLAN Professional
 Ben Sgro 2018 Bachelor of Business (Economics and Finance) - Royal Melbourne Institute of Technology ~ FNS50615 Diploma of Financial Planning - Diploma of Financial Planning ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Bernard Mark Simlesa 2018 Bachelor of Business (International Business) - University of the Sunshine Coast ~ FNS50615 Diploma of Financial Planning - Kaplan Professional
 Bill Patterson 2010 Diploma of Financial Services FNS50104 - Finsia ~ FNS50804 Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FNS60410 Advanced Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Brandon James Anderson 2018 Bachelor of Commerce - Human Resource Management & Financial Planning - University of Wollongong ~ Ethics and Professionalism in Financial Advice - Kaplan
 Cara Ferguson 2016 Bachelor of Arts - Diploma of Language - Flinders University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FNS50615 Diploma of Financial Planning - Kaplan Professional ~ FNS60415 Advanced Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Carol Keller 2022 Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Chloe Anne Langdon 2017 Advanced Diploma of Financial Planning FNS60415 - Mentor Education ~ FNS50611 Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Christopher Goh 2023 Bachelor of Commerce (Accounting and Finance) - Monash University ~ FNS50615 Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
 Christopher Leo Kelly 2005 Bachelor of Science - University of New South Wales ~ Certificate of Completion Margin Lending and Geared Investments - Kaplan ~ Diploma of Financial Markets 91018 NSW - Securities Institute ~ Diploma of Financial Services (Financial Planning)(FNS50804) - AMP Financial Services ~ Graduate Diploma of Financial Planning - FINSIA
 Cody Nicholas Findlay 2018 Bachelor of Applied Finance with the degree of Bachelor of Economics - Macquarie University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ FNS50615 Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 DA Hye Lee 2017 Advanced Diploma of Financial Planning FNS60415 - Monarch Institute ~ Bachelor of Applied Finance with the degree of Bachelor of Commerce - Accounting - Macquarie University ~ Diploma of Financial Planning FNS50611 - Monarch Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Daniel Reg Tracey 2013 Bachelor of Business (Economics and Regional Development) - James Cook University ~ FNS50615 Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Debbie Auduong 2015 Bachelor of Economics - The University of New England ~ CPA Program Professional Level - Certified Practicing Accountant ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FNS50611 Diploma of Financial Planning - Integrity Education Group ~ Graduate Diploma in Financial Management - University of New England
 Frank James Guanco 2007 Diploma of Financial Services (Financial Planning) FNS50804 - finsia ~ Graduate Certificate in Commerce (Financial Planning) - University Of Western Sydney
 Georgina Au-nheu 1999 Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Bachelor of Arts specialisation Administration & Management & Chinese Languages - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Gerard Edward Casim 2018 Bachelor of Applied Finance with the degree of Bachelor of Economics - Macquarie University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FNS50615 Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Gordon Michael DE Silva 2012 Bachelor of Commerce (Honours) - University of Calcutta ~ Certified Financial Planner (CFP) - Financial Advice Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA ~ Master of Business Administration - Monash University
 Gregory Gerard Fleming 2017 Bachelor of Education - Catholic College of Education Sydney ~ Diploma of Financial Planning - Financial Planning Association of Australia Limited ~ Economic and Legal Context for Financial Planning and bridging course - Client Engagement Skills - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Subjects - Accounting&Financial Management 1A & Microecomonics 1 second session & Macroeconomics 1 - The University of New South Wales
 Harindra Kodikara 2001 FNS50611 Diploma of Financial Planning - Kaplan Professional ~ FNS60415 Advanced Diploma of Financial Planning - Kaplan Professional
 Harmit Singh 2013 Bachelor of Mathematics and Finance - University of Technology Sydney ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FNS50804 Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FNS60404 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Harry Atamian 2003 Advanced Diploma of Financial Services (Financial Planning)(FNS60404) - Tribeca ~ Bachelor of Finance majors Faculty of Law and Management Economics - La Trobe University ~ Diploma of Financial Services (Financial Planning)(FNS50804) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Hristijan Karevski 2018 Bachelor of Business - La Trobe University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Jayalatha Chidambara Bharathi 2015 Degree of Bachelor of Commerce - University of Madras ~ Ethics and professionalism in financial advice - Kaplan Professional ~ FNS50804 Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FNS60410 Advanced Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Joshua Tahoe Carlton Schriver 2018 Bachelor of Commerce (Economics & Finance) - The University of Western Australia ~ Diploma of Financial Planning - Monarch Institute
 Kasra Khalili 2014 Bachelor of Business (Economics and Finance) - Royal Melbourne Institute of Technology ~ FNS50804 Diploma of Financial Services (Financial Planning) - Mentor Education
 Kazim Akdag 2018 Bachelor of Business (majoring in Financial Planning) - La Trobe University
 Linn David Highman 2001 Diploma of Financial Services (Financial Planning) (FNS50804) - Kaplan Education
 Lisa Cave 2017 Advanced Diploma of Financial Planning FNS60415 - Mentor Education ~ FNS50611 Diploma of Financial Planning - International Institute of Technology ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Lorraine Patricia Dunn 2003 Advance Certificate in Accounting - Moorabbin College of TAFE ~ CFP Certification Program - Financial Planning Association ~ Diploma of Financial Planning - Deakin University / FPA ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Regulatory Guide 146 Assessment - Kaplan Professional
 Lynne Tan 2006 Bachelor of Commerce - Deakin University ~ Bachelor of Science - Deakin University ~ FNS50804 Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FNS60404 Advanced Diploma of Financial Services - Kaplan Professional
 Manoj Prasad Sharma 2012 Certified Financial Planner - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Higher Education ~ Master of Accounting - Central Queensland University ~ Master of Financial Management - Central Queensland University
 Maria Ganakas 2000 Bachelor of Commerce (Accounting) - University of Western Sydney ~ CFP - FPA ~ Diploma of Financial Planning - FPA
 Mark William Mahony 2008 Bachelor of Applied Finance with the degree of Bachelor of Economics - Macquarie University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance - Kaplan
 Masautso Mukokweza 2013 Bachelor of Commerce - University of Notre Dame ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FNS50610 Diploma of Financial Planning - Kaplan Professional ~ FNS60415 Advanced Diploma of Financial Planning - Kaplan Professional
 Monika Agrawal 2009 FNS50804 Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FNS60404 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Noel Hazeldine 1993 Advanced Diploma of Financial Services (Financial Planning)(FNB60402) - TRIBECA ~ Diploma of Financial Services (Financial Planning)(FNB50802) - TRIBECA
 Philip Kenneth Elmslie 2010 Advanced Diploma of Financial Services (Financial Planning) FNS60404 - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FNS50804 Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma in Financial Services - University of New England ~ Master of Financial Services - University of New England
 Rajeswari Balaji 2005 (FNS50804) Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ FNS60415 Advanced Diploma of Financial Planning - Mentor Education
 Richa Bhardwaj 2009 Bachelor of Information Systems - University of Tasmania ~ FNS50804 Diploma of Financial Planning (Financial Services - Kaplan Professional ~ FNS60404 Advanced Diploma of Financial Planning (Financial Services) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Robert Moucha 2011 Bachelor of Economics Faculty of Social Sciences - LaTrobe University ~ Diploma of Financial Services (Financial Planning)(FNS50804) - Tribeca ~ FNS60404 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Graduate Diploma in Applied Finance and Investment - Securities Institute
 Samiul Dishan 2015 Diploma of Financial Planning FNS50611 - Mentor Education Pty Ltd
 Saul Illesca 1997 Bachelor of Business (Accounting) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Securities Institute
 Stefan Bowden 0 Bachelor of Commerce major in Finance - Macquarie University ~ Diploma of Financial Planning FNS50615 - Monarch Institute ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Stephen Robinson 2018 Bachelor of Commerce Financial Planning and Finance - University of Wollongong ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Stephen Walker 2018 Bachelor of Business majoring in Accounting - Southern Cross University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Therese Margaret Pontifex 2009 Diploma of Financial Services (Financial Planning) FNS50804 - FINSIA ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FNS60404 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan
 Truc Thi Thanh Chung 2009 Bachelor of Economics - The University of Western Australia ~ Diploma of Financial Services (Financial Planning) FNS50804 - Kaplan Education Pty Ltd ~ FNS60410 Advanced Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Applied Finance and Investment - Securities Institute
 Ursula Rae Condo 2006 Advanced Diploma of Business Administration - West Coast College of Tafe ~ Advanced Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) Pty Ltd ~ FNS50804 Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ FNS60410 Advanced Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Business - Curtin University of Technology ~ Master of Business Administration - Curtin University