Pooledfunds Pty ltd

AFS License Number
234543
Name
Pooledfunds Pty ltd
ABN/ACN/ARBN
28073437742
Licensee issued
Sept. 12, 2003
Address
Sydney, 2000, 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
 Brigitta Hembrow-gersey 2017 Advanced Master in Economic Science (Economic Analysis and European Policy) - Universite Libre De Bruxelles ~ Bachelor of Economics - Free University of Bruxelles ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Nigel Gower Baker 2000 Bachelor of Commerce - Macquarie University ~ Certified Financial Planner - Financial Planning Association ~ Chartered Accountant - ICAA ~ FASEA Exam - FASEA ~ Graduate Diploma of Financial Planning - FINSIA