Portfolio Planners Private Pty ltd

AFS License Number
430319
Name
Portfolio Planners Private Pty ltd
ABN/ACN/ARBN
86159561690
Licensee issued
Dec. 7, 2012
Address
Brighton, 3186, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide general financial product advice only, for the following classes of financial products:
interests in managed investment schemes limited to:
own managed investment scheme only;
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
interests in managed investment schemes excluding investor directed portfolio services; and
securities; and
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; and
general insurance products; and
provide the following custodial or depository services:
operate custodial or depository services other than investor directed portfolio services;
to wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings