Qinvest Limited

AFS License Number
238274
Name
Qinvest Limited
ABN/ACN/ARBN
35063511580
Licensee issued
Jan. 31, 2004
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:
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
 Alexander Corbiere 2017 Bachelor of Business (Management) - Queensland University of Technology ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Business (Applied Finance) - Queensland University of Technology
 Allan Mcfarland 2016 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Banking and Finance, Accountancy) - QUT ~ Diploma in Financial Markets - Securities Institute ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Anjali Anthony Jaurigue 2007 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Beau Bradley Thomas Poulsen 2018 Diploma of Financial Planning - Kaplan Professional
 Bradley Clifton Pearson 2018 Diploma of Financial Planning - Kaplan Professional ~ Tier 2 Compliance Solution - RG146 Accreditation Program - Kaplan Professional
 Brock James Lawrence 2023 Bachelor of Commerce (Finance) - Griffith University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Cameron George Mays 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Casey Simon Greaves 2017 Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Dac Tri Nguyen 2018 Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Tier 2 Deposit Products and Non Cash Payments - Kaplan Professional
 Daniel Baldi 2018 Bachelor of Commerce (Economics, Finance) - Griffith University ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 David Lithgow 2007 Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of International Business (Business and Government, International Management) - Griffith University ~ Diploma of Financial Services (Financial Planning) - FINSIA
 Devina Naidu 2018 Bachelor of Arts (Management and Public Admin/Banking and Finance) - The University of the South Pacific ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Dimitrios Flaskos 1997 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Finance and Mortgage Broking Management - The National Finance Institute ~ Diploma of Financial Advising - Securities Institute ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional
 Gabrielle Fiona Malatino 2018 Bachelor of Commerce (Finance) - The University of Queensland ~ Bachelor of Economics (Business & Industry) - The University of Queensland ~ Diploma of Financial Planning - Kaplan Professional ~ Gradute Diploma of Financial Planning - Kaplan Professional ~ Tier 2 Compliance Solution - RG146 Accreditation Program - Kaplan Professional
 Harrison Edward Baker 2020 Bachelor of Commerce (Major Finance/Financial Planning) - Griffith University ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Huynh Nhu Ngoc Mai 2017 Diploma of Financial Planning - Kaplan Professional ~ Master of Commerce (Applied Finance) - Griffith University ~ Securities and Managed Investments - Kaplan Professional ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Jane Catherine Kennedy 2005 Bachelor of Commerce (Marketing) - The University of Western Sydney ~ Diploma of Financial Advising - Securities Institute ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Tribeca
 Jessica Ann Wright 2005 Bachelor of Business (Economics and Finance) - University of Western Sydney ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Advising - Financial Services Institute of Australasia ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Joseph Barry Robert Gollan 2012 Bachelor of Commerce (Economics, Finance) - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Katrina Maree Moore 2012 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - Griffith University ~ Bachelor of International Business - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Kenneth Lindsay 2004 Certified Financial Planner - Financial Planning Association ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Griffith University
 Keshav Chandrasen Seetharam 2006 FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ Graduate Diploma in Applied Finance and Investment - Securities Institute ~ MBA - Griffith Uni ~ Master of Business Administration - Griffith University ~ Post Grad Cert in Applied Finance - Macquarie Uni ~ Post Graduate Certificate in Applied Finance - Macquarie University
 Kim Marie Davies 1997 Bachelor of Commerce - James Cook University ~ Certified Financial Planner - Financial Planning Association of Australia Ltd ~ Diploma of Financial Planning - Financial Planning Association of Australia Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional Pty Ltd
 Leanda Davison 2003 FPC001B Economic and Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Fellow Chartered Financial Practitioner - Association of Financial Advisers Ltd ~ Master of Business Administration - Australian Institute of Business
 Lina Maria Stone 2017 Bachelor of Commerce (Accounting & Finance) - Griffith University ~ Diploma of Financial Planning - Kaplan
 Lisa Maree Schultz 2017 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Luke Gregory Caruana 2003 Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Bachelor of Mathematical Science (Computing) - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional
 Matthew John Quinn 2012 Bachelor of Commerce (Finance and Financial Planning) - University of Wollongong ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional
 Nathan Kieren Ham 2017 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Accounting, Marketing) - Griffith University ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Financial Planning - Griffith University
 Nichole Clare Cowley 2016 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - Griffith University ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ RG146 for the Superannuation Industry - Australian Institute of Superannuation Trustees
 Paula Joan Barnes 2013 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Griffith University
 Peter Samuel Donahoo 2018 Bachelor of Business (Marketing, Management) - The University of Newcastle ~ Bachelor of Commerce (Finance) - The University of Newcastle ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Philip Paul Debnam 2007 Bachelor of Commerce (Accounting, Financial Planning) - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Ltd ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Robert David Grey 2018 Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Rosalie Kathryn Houpapa 2014 Bachelor of Business - University of Sunshine Coast ~ Bachelor of Commerce (Financial Planning) - University of Sunshine Coast ~ Master of Financial Planning - Griffith University ~ Self Managed Super Funds - Kaplan Professional ~ Tier 1 Margin Lending - Personal Advice - Kaplan Professional
 Samantha Patricia Makeham 2014 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional
 Samuel Okuma 2014 921 Managed Investments - Kaplan Professional ~ 924 Superannuation - Kaplan Professional ~ Bachelor of Commerce (Financial Planning) - Griffith University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Sarah Kate Mcsweeney 2018 Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business (Economics, Finance) - Queensland University of Technology (QUT) ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ SuperConcepts & ICFS Specialist SMSF - The University of Adelaide / Super Concepts
 Shayn Jon Danker 2017 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business (Management, Finance) - Queensland University of Technology ~ Diploma of Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Tara Amy Richards 2015 Advanced Diploma of Financial Services (Superannuation - ASFA ~ Diploma of Financial Services (Financial Planning) - ASFA ~ Diploma of Financial Services (Superannuation) - ASFA ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Timothy John Kerwick 2010 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
 Tristan Balderson 2014 Diploma of Financial Planning - Kaplan Professional ~ Graduate Certificate in Financial Planning - Griffith University ~ Master of Financial Planning - Griffith University
 Tyron Clint Davis 2004 Advanced Diploma of Financial Services (Financial Planning) - Financial Planning Association of Australia Ltd ~ Certified Financial Planner - Financial Planning Association of Australia Ltd ~ Diploma of Financial Planning (Foundations) - Financial Planning Association of Australia Limited ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
 Yusuf Mogammad Ebrahim-goder 2018 ASX Listed Products Accreditation Course (LPAC) - LPAC Online Pty Ltd ~ Bachelor of Commerce (Accounting) - Griffith University ~ Diploma of Financial Planning - Monarch Institute