Mackay Private Partners Pty ltd

AFS License Number
534073
Name
Mackay Private Partners Pty ltd
ABN/ACN/ARBN
92651893935
Licensee issued
Nov. 30, 2021
Address
Brisbane, 4000, QLD

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
 Samuel Mackay 2013 Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Business (Finance) - Queensland University of Technology ~ Diploma of Financial Planning - Kaplan ~ Ehics & Professionalism in Financial Advice - Kaplan Professional
 Will Mackay 2014 Accredited derivatives Adviser Level 2 - Kaplan Professional Education ~ Advanced Diploma of Financial Planning - KAPLAN ~ Bachelor of Business (Finance) - Queensland University of Technology ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Ethics & Professionalism in Financial Advice - Kaplan Professional