Mks Wealth Management Pty ltd

AFS License Number
322207
Name
Mks Wealth Management Pty ltd
ABN/ACN/ARBN
15129312661
Licensee issued
April 11, 2008
Address
Surrey Hills, 3127, 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
 Allan Harold Meates 1988 Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - International Association for Financial Planning (Australia)
 David Leslie Kollmorgen 1999 Bachelor of Business (Accounting) - RMIT University ~ Certified Financial Planner - Financial Planning Association ~ Chartered Accountant - Institute of Chartered Accountants in Australia
 Matthew James Smith 2006 Bachelor of Commerce (Accounting & Finance) - Monash University ~ Graduate Diploma of Applied Investment & Finance - Securities Institute of Australia ~ Graduate Diploma of Financial Planning - Financial Services Institute of Australia