Pilat Investment Pty ltd

AFS License Number
241717
Name
Pilat Investment Pty ltd
ABN/ACN/ARBN
58065736898
Licensee issued
Dec. 8, 2003
Address
Cremorne, 2090, NSW

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
 Henry Andrew Pilat 1999 BComm. - ANU ~ BSci. - ANU ~ Certified Financial Planner (CFP) - FPA ~ Life Risk Specialist (LRS) - FPA ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
 Kathryn Anne Pilat 2000 Advanced Diploma of Financial Services - Financial Planning Association (FPA) ~ Advanced Diploma of Financial Services - Kaplan Professional ~ Certified Financial Planner - FPA
 Mark Joseph Pilat 1994 Bachelor of Economics - University of Sydney ~ Certified Financial Planner - FPA