Onefocus Financial Services Pty ltd

AFS License Number
402304
Name
Onefocus Financial Services Pty ltd
ABN/ACN/ARBN
55134129516
Licensee issued
May 17, 2011
Address
Melbourne, 3000, 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; 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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 Alan Robert O'reilly 0 Graduate Diploma of Financial Planning - Kaplan
 Janeen Woods 2000 Bachelor of Business - RMIT ~ Masters of Taxation - Curtin University
 Jordan Wallace Peter Andrews 2006 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business (Banking & Finance) - Victoria University ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Mark Paul Buisman 2005 Advanced Diploma of Financial Planning - Tribeca ~ Advanced Diploma of Financial Planning - Tribeca ~ Bachelor of Business (Finance) - Swinburne University of Technology ~ Bachelor of Business (Finance) - Swinburne University of Technology ~ Certified Financial Planner - Financial Planning Assocation ~ Certified Financial Planner - Financial Planning Assocation ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan Professional