Mclean Delmo Bentleys Financial Services Pty ltd

AFS License Number
245558
Name
Mclean Delmo Bentleys Financial Services Pty ltd
ABN/ACN/ARBN
39073019815
Licensee issued
Feb. 1, 2004
Address
Hawthorn, 3122, 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;
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
 Jasminder Kaur Grewal 2003 Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Certified Financial Planner - Financial Planning Association of Australia ~ Margin Lending - Mentor Education ~ Master of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Nicholas James Bailey 2018 Certificate III - Tier 2 - Financial Education Professionals ~ Diploma of Financial Planning - Integrity Education ~ Taxation for Financial Planning - Kaplan Professional
 Robert Jeffrey Gould 1986 Bachelor Degree - Business - Swinburne University ~ Bachelor Degree - Business - Swinburne University ~ Certificate - Accounting Public Practice - Australian Society of Certified Practising Accounants ~ Certificate - Accounting Public Practice - Australian Society of Certified Practising Accounants ~ Diploma - Financial Services - Training Management Australia ~ Diploma - Financial Services - Training Management Australia ~ Other - Registered Tax Agent - Tax Agents Board ~ Other - Registered Tax Agent - Tax Agents Board
 Simon Barwick 2004 Advanced Diploma of Financial Planning (FNS60415) - Monarch Institute ~ Bachelor of Commerce - The University of Southern Queensland ~ Diploma of Financial Services - Kaplan ~ Margin Lending and Geared Investments - Kaplan ~ RG146 Licensing Compliance: Self-Managed Superannuation Funds - Financial Education Professionals Pty Ltd