Planning Partners Pty. Ltd.

AFS License Number
222835
Name
Planning Partners Pty. Ltd.
ABN/ACN/ARBN
64090069239
Licensee issued
Sept. 27, 2002
Address
Camberwell, 3124, 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
 Caroline Mulvaney 2007 B Bus (Financial Planning) - RMIT
 Gavin Peter Collopy 2003 ADFS (FP) - Deakin ~ CFP - FPA
 Louay Sleiman 2015 B Bus (Financial Planning) - La Trobe University ~ Certified Financial Planning 1,2,3,4 - Financial Planning Association
 Martin Robert Mcintosh 1997 Ass Dip Bus (Acc) - Box Hill Tafe ~ B Bus (Financial Planning) - RMIT ~ CFP - FPA/ Deakin ~ Certificate IV Finance & Mortgage Broking - AAMC
 Matthew Peter Hunter 2008 B Bus (Financial Planning) - RMIT ~ CFP - FPA
 Peter Robert Bailey 2006 B Bus (Economics & Finance) - RMIT ~ CFP - FPA