Prfp Pty ltd

AFS License Number
512730
Name
Prfp Pty ltd
ABN/ACN/ARBN
82629729871
Licensee issued
Jan. 30, 2019
Address
East Brisbane, 4169, 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:
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
 Benedict William Littleton 2003 Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Bachelor of Commerce - The University of Southern Queensland ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education ~ Fellow Chartered Financial Practioner - AFA ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Benjamin Peter Wilson 2010 Accredited Listed Product Adviser Program - Kaplan Education Pty Limited ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Education Pty Limited ~ Master of Applied Finance - Kaplan Higher Education Pty Ltd ~ SMSF Managed Superannuation Funds - Kaplan Education Pty Limited
 Clay John Cameron 2024 Bachelor of Commerce - Finance Major - Griffith University ~ Graduate Diploma Financial Planning - Kaplan ~ SMSF Specialist Advisor - SMSF Association