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Madison Financial Group Pty ltd

AFS License Number
246679
Name
Madison Financial Group Pty ltd
ABN/ACN/ARBN
36002459001
Licensee issued
March 1, 2004
Address
Sydney, 2000, 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;
interests in managed investment schemes limited to:
MDA 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;
interests in managed investment schemes limited to:
MDA 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

NameFirst provided adviceQualification and trainings
 Aaron John Miller2018Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
 Adam John Lomas2016Bachelor of Commerce (Financial Planning and Investments) - Griffith University ~ Diploma of Share Trading and Investment - Wealth Within Institute ~ Master of Financial Planning - Kaplan Higher Education Pty Ltd
 Alan Michael Giumelli1979Diploma of Financial Planning - Deakin University
 Alan Oakley1994Diploma of Finance and Mortgage Broking Management - Traineeship Management Australia ~ Diploma of Financial Planning (Financial Services) - Deakin University
 Alastair John Duncan Kennedy2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Alexander Ilievski2005Bachelor of Economics (Economics and Finance) - University of New South Wales ~ Certified Financial Planner - Financial Planning Association of Australia Limited ~ Graduate Diploma of Financial Planning - Securities Institute of Australia
 Alexandra Fay Homann2014Accountants SMSF Package - Kaplan Professional Education ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Commerce - The University of New South Wales ~ Chartered Accountant Progam - Insititute Chartered Accountant of Australia ~ Diploma of Financial Planning - Kaplan Professional Education
 Alicia Frances Wood2008Advanced Diploma of Financial Services - MENTOR EDUCATION ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Alisa Michelle Burns2007Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Business (International Business) - University of South Australia (UniSA) ~ Bachelor of Commerce - University of South Australia (UniSA) ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Alka Kalasabail2018Bachelor of Applied Finance/Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning - Kaplan
 Andrew John Keay2012Bachelor of Business - Edith Cowan University ~ Diploma of Financial Services (Financial Planning) - Three Sixty ~ Graduate Diploma in Applied Finance & Investment - Securities Institute ~ Policy Statement 146 Knowledge Assessment - Integratec (Aust)
 Andrew Nigel Dalton2011Advanced Diploma of Financial Planning FNS60404 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia
 Anthea Louise Fordham1998Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Securities Institute
 Berj Totonjian2008Diploma of Financial Services - Kaplan
 Bianca Caitlyn Dezotti2013Bachelor of Business (International) / Bachelor of Corporate Systems Management - Queensland University of Technology ~ Diploma of Financial Planning - Kaplan Professional Education ~ Professional Diploma in Stockbroking - Stockbrokers Association of Australia
 Brian Charles Wippell2008Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Applied Finance - The University of Southern Queensland Toowoomba
 Brian Christopher Lomas1985Certified Financial Planner - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Specialist - Self Managed Super Fund Association
 Caitlin Marie Telford0Business Administration - Finance - University of Arizona ~ Financial Planning - Kaplan ~ Financial Planning - Kaplan
 Cassandra Sorby-adams2015Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Taxation Planning - MLC
 Chris Charalambous2014Bachelor of Economics (Economics and Finance) - The University Of New South Wales ~ Diploma of Financial Planning - Integrity Education Group
 Craig Jeffrey Buntain1999Bachelor of Business - The University of Queensland ~ Certified Financial Planner - Deakin University ~ Diploma of Financial Planning - Deakin University
 Craig William Muchamore2010CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Donald Sampson2012Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Finance - Adelaide University ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Margin Lending - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Edward Shilland2013Bachelor of Commerce - Macquarie University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Kaplan Higher Education Pty Ltd
 Elizabeth Caroline Hughes2001Bachelor of Arts (Psychology) - Macquarie University ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Deakin University
 Fiona Olmedo2011<argin Lending - Knowledge and Skills - Kaplan ~ Advanced Diploma of Financial Planning - Tribeca Learning ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Certificate in Financial Planning - UNSW ~ Self Managed Super Funds - Kaplan
 Geoffrey Martyn Taylor2007Bachelor of Commerce - University of Newcastle ~ Bachelor of Science - The University Of New South Wales ~ Diploma of Financial Services (Financial Planning) - CPA ~ Master of Business Administration (Executive) - University of NSW and University of Sydney ~ Registered Tax Agent - Australian Government Tax Agent Board
 Guan Liong UN2008Bachelor of Commerce (Accounting and Information Systems) - University of New South Wales ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited
 Hamish Colin Pearce2007Advanced Diploma of Financial Planning FNS60404 - MLC ThreeSixty ~ Bachelor of Commerce - University of Newcastle
 Jaime Johns2001Advanced Diploma of Financial Planning - Kaplan ~ Cert IV Finance and Mortgage Broking - National Institute of Finance
 James Richard Randle2005Bachelor of Arts (Human Geography) / Bachelor of Laws - Macquarie University ~ Diploma of Financial Markets - Securities Institute of Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan
 John Albert Randle1983Certified Financial Planner - Financial Planning Association of Australia Limited
 John Durham Lomas1983Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan
 John Robert Francis1999Certified Financial Planner - Deakin University
 Jonathan Wilkes2007Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - Uni Western Sydney ~ Diploma of Finance & Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Joseph Mattar2013Bachelor of Commerce / Bachelor of Laws - Deakin University Australia ~ Diploma of Financial Planning - International Institute of Technology ~ Graduate Diploma of Legal Practice - The College of Law Limited
 Joshua William Mashman2006Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Bachelor of Business - Southern Cross University (SCU) ~ Margin Lending and Geared Investments - Kaplan
 Karamdeep Singh Satwant Singh2016Bachelor of Economics - Australian National University ~ Diploma of Financial Planning - Kaplan Professional
 Karen Lesley Kavanagh2003Accredited Aged Care Professional - Aged Care Steps ~ Cavendish & ICFS Specialist SMSF - The University of Adelaide ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Kenneth Joseph Thompson1959Certified Financial Planner - Financial Planning Association of Australia Limited ~ SMSF Specialist Advisor - Self Managed Super Fund Association
 Kim Baxter2018Bachelor of Commerce - Canberra University ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending Accreditation - DeakinCo ~ Self-Managed Superannuation Funds - Kaplan Professional
 Larry John Ellis1994Advanced Diploma of Financial Services (Financial Planning) - Tribeca
 Luke Hanson2018ALPA - Kaplan ~ Bachelor of Commerce in Financial Planning and Investment - Griffith University ~ Diploma of Financial Planning - Kaplan ~ SuperConcepts & ICFS Specialist SMSF online course - The University of Adelaide
 Malcolm Bradley Greentree2005Bachelor of Business (Applied Finance) - University of Western Sydney ~ Certified Financial Planner - Financial Planning Association of Australia Limited
 Malcolm Dave Buchanan2004Entry Level Competencies - Integratec ~ Estate Planning - Mentor Education ~ Investment Planning - Mentor Education ~ Risk Management for Financial Services Professionals - Integratec ~ Superannuation and Retirement Planning - Integratec
 Mark Geldens1998Advanced Diploma of Financial Services - Terra Cordis Pty Limited ~ Bachelor of Business - University of Technology Sydney
 Martin Morris2011Advanced Diploma Financial Services (Financial Planning) - International Institute of Technology (IIT) ~ Certified Financial Planner (CFP) - University of Orange Free State (South Africa) ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Margin Lending - International institute of Technology ~ Principles in Self Managed Super Funds - International Institute of Technology (IIT)
 Marylou Cork2011Bachelor of Finance - La Trobe University
 Meaghan Jane Johns1998Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Ltd ~ Graduate Diploma of Financial Planning - Kaplan
 Megan Kate Hodge2012Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Michael Daniel Mooney1970Diploma of Financial Services - Integratec
 Michael James Crowe2001Certified Financial Planner - Financial Planning Association of Australia Limited ~ Diploma of Financial Planning - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan
 Michelle Elizabeth Summers1996Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Masters of Financial Planning - University of Sunshine Coast ~ SMSF Specialist Advisor (SSA) - SMSF Association
 Naomi Charmaine Alletson2002Bachelor of Economics - University of New England ~ Diploma of Financial Advising - Securities Institute of Australia ~ Fellow Chartered Financial Practioner - Association of Financial Advisers ~ Margin Lending and Geared Investments - Kaplan Professional
 Nathaniel Hawkins1998Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA) ~ Master of Financial Planning - University of Sunshine Coast ~ RG146 Margin Lending - MLC ThreeSixty
 Nicholas Wong2018Accredited Listed Products Adviser - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Economics - Sydney University ~ Masters of Tax - Sydney University Law School ~ Tier 1 Margin Lending - Personal Advice - Kaplan
 Nicolas Fanto2008Diploma in Financial Services (Financial Planning) - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Paul Joseph Giordano2009Bachelor of Business (Finance and Advertising & Promotions Management) - University of Technology Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited
 Philip Clinton1979Accredited Estate Planning Strategist (AEPS) - Financial Planning Association of Australia Limited ~ Bachelor of Business (Accounting) - Kuring-gai College of Advanced Education ~ Certified Financial Planner - Financial Planning Association of Australia Limited
 Philip George Robbins1987Diploma of Financial Services (Financial Planning) - Tribeca Learning (Aust) Pty Limited ~ Diploma of Insurance - Australian Insurance Institute
 Phillip James Henderson2001Bachelor of Economics / Arts - Australian National University ~ Graduate Diploma in Financial Management / Business Studies - University of New England
 Rachel Mae O'connor2011Bachelor of Commerce (Accounting & Commercial Law) - The University of Sydney ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning (FNS50615) - Kaplan Professional ~ Graduate Diploma of Chartered Accounting - The Institute of Chartered Accountants in Australia ~ Self Managed Superannuation Funds - Kaplan Professional
 Ralph Bryan Taylor2011Bachelor of Financial Advising - University of Western Sydney ~ Certified Financial Planner (CFP) Program - Financial Planning Association of Australia ~ FNS50804 - Diploma of Financial Services (Financial Planning) - Finsia ~ Master of Commerce (Financial Planning) - University of Western Sydney ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Reece Evans2010Bachelor of Business (Financial Planning) - RMIT University
 Sarah Lindsay0Accounting/Financial Planning - Charles Sturt University
 Sean Patrick Mcgrath2004Bachelor of Commerce (Economics) - Macquarie University ~ Certified Financial Planner - Financial Planning Association of Australia Limited ~ Graduate Diploma in Applied Finance & Investments - Securities Institute of Australia
 Shawn David Delaney2007Bachelor of Business - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Shelley Marsh2016Advanced Diploma of Financial Planning - Kaplan ~ Bachelor of Economics - Monash University ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma in Applied Finance & Investments - Securities Institute ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional
 Steffen Tjelder2018Bachelor of Business - Queensland University of Technology ~ Diploma of Financial Planning - Kaplan ~ SMSF Specialist Advisors (SSA) - SMSF Association
 Stephen Wayne King1996Certified Financial Planner - Financial Planning Association of Australia Limited ~ Diploma of Financial Planning - Deakin University
 Therese Margaret Pontifex2009Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Graduate Diploma of Financial Planning - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Timothy Cummins2015Bachelor of Business - University of Technology Sydney (UTS) ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional Education
 Troy Scott2010Advanced Diploma of Financial Planning - International Institute of Technology ~ Bachelor of Business - Southern Cross University ~ Diploma of Financial Services - Kaplan Professional Education ~ Principles of Margin Lending - International Institute of Technology ~ Self Managed Superannuation Funds - International Institute of Technology
 Vicki Marie Kearney2010Bachelor of Commerce (Accounting, Financial Planning) - Deakin University
 Vivienne Jane James2004Bachelor of Arts (Economics) - University of Canberra ~ Certified Financial Planner - Financial Planning Association of Australia Limited ~ Diploma of Financial Planning (Financial Services) - Deakin University
 Wilton Kwan Yun Wong2004Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Engineering - Sydney University