Mpfinplan Pty. Ltd.

AFS License Number
428848
Name
Mpfinplan Pty. Ltd.
ABN/ACN/ARBN
40159812530
Licensee issued
Nov. 20, 2012
Address
Carlton North, 3054, 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
 Alexander Patrick Hont 2011 Bachelor of Business (Financial Planning) - La Trobe University ~ Certified Financial Planner - Financial Planning Association ~ Life Risk Specialist - Financial Planning Association
 John Phillip Kirk 2011 Bachelor of Business ( Financial Planning) - RMIT ~ Certified Financial Planner - FPA ~ Diploma of Finance and Mortgage broking management - Kaplan
 Marcus Andrew Nicholson 2018 Diploma of Financial Services - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan International
 Paul Anthony Moran 1995 Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Deakin University ~ Doctor of Business Administration - Finance - Victoria University ~ Masters of Business Administration - Deakin University ~ Masters of Taxation and Financial Planning - UNSW