Plan 2 Pty ltd

AFS License Number
237874
Name
Plan 2 Pty ltd
ABN/ACN/ARBN
60010875073
Licensee issued
Nov. 14, 2003
Address
Brisbane, 4000, QLD

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:
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of 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;
to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings
 David John Marsden 1994 Certified Financial Planner (CFP) - FPA ~ Diploma of Financial Planning (DFP) - RMIT and Deakin Universities ~ FASEA Exam - FASEA ~ Margin Lending and Geared Investments - Kaplan ~ Master of Personal Financial Planning (MFinPlan) - University of Southern Queensland
 Henry Robert Mcghee 2015 Diploma of Financial Planning (FNS50611) - Kaplan
 Jose Antonio Perez Retamal 2013 Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ MLFNS - Principles of Margin Lending - International Institute of Technology Pty Ltd (IIT) ~ Principles in Self Managed Superannuation Funds - International Institute of Technology Pty Ltd (IIT)
 Kellie Jane Treweek 2011 ALPA - Kaplan ~ Advanced Diploma of Financial Services - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Liam Danson Kirkpatrick 0 Graduate Diploma of Financial Planning - Kaplan
 Lochlan Sean Sirett 0 Graduate Diploma of Financial Planning - Kaplan
 Stuart John Dinning 2005 Diploma of FInancial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan ~ Taxation Planning - Kaplan
 Terry Barron 1987 CFP - FPA ~ Diploma of Financial Planning - FPA ~ ICFS Specialist for SMSF - Cavendish - University of Adelaide
 Timothy Michael Bolton 2015 Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning FNS50611 - RG146 Training ~ Graduate Certificate of Financial Planning - Griffith University
 Tony Allan Sirett 1990 Diploma of Financial Planning - Deakin University ~ Financial Adviser Exam - FASEA