Orbe Solutions Pty ltd

AFS License Number
507622
Name
Orbe Solutions Pty ltd
ABN/ACN/ARBN
72618560277
Licensee issued
May 30, 2018
Address
Norwood, 5067, SA

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
 David John Myers 1992 Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Graduate Diploma in Applied Finance - Kaplan Professional ~ Self Managed Super Fund Course - Cavendish Superannuation Pty Ltd
 Michael Lawrence Wundke 1986 Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Securities - Kaplan ~ Self Managed Super Fund Course - The Strategist Group
 Rodica Simos 2015 Certified Financial Planner - Financial Planning Association ~ Ethics and Professionalism in Financial Advice - Kaplan ~ Master of Commerce (Applied Finance) - The University of Adelaide ~ Self Managed Superannuation Funds - Kaplan Professional
 Warren Standing 2007 Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan Professional Education ~ Graduate Diploma in Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Master of Financial Planning - Kaplan Professional