Rdl.financial Group Pty ltd

AFS License Number
515203
Name
Rdl.financial Group Pty ltd
ABN/ACN/ARBN
12630546771
Licensee issued
July 5, 2019
Address
Blackburn, 3130, 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; 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
 Chitladda Mahanivong 2018 Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Certified Financial Planner - FPA Australia ~ Diploma of Financial Services - GWM Adviser Services Limited ~ Tax for Financial Advising - Kaplan Professional Education
 Cristina Maree Maiolo 0 Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Business - Monash University ~ Master of Financial Planning - Deakin University
 David James Lorimer 0 Master of Financial Planning - Kaplan Professional
 Fraser William Holt 1994 Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Business (Accounting) - Bendigo College of Advanced Education ~ Certified Financial Planner - Financial Planning Association of Australia ~ DFP8 - Deakin University ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Roslyn May Schnerring 2003 Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Business (Accounting) - Deakin University ~ CPA Financial Planning Specialist - CPA Australia ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Graduate Certificate in Financial Planning - Kaplan Professional