Retirewell Financial Planning Pty. Ltd.

AFS License Number
247062
Name
Retirewell Financial Planning Pty. Ltd.
ABN/ACN/ARBN
29070985509
Licensee issued
March 1, 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;
derivatives limited to:
old law securities options contracts and warrants;
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;
interests in managed investment schemes limited to:
MDA 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:
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 limited to:
MDA services; 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;
deposit products other than basic deposit products;
derivatives limited to:
old law securities options contracts and warrants;
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;
interests in managed investment schemes limited to:
MDA 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
 Alan Grahame Baker 1985 928s Margin Lending - Kaplan ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - FPA ~ FASEA Exam - FASEA ~ Master of Commerce (Financial Planning) - University of Western Sydney
 Anthony Douglas Gillett 1980 Certified Financial Planner - Financial Planning Association ~ FASEA Exam - FASEA ~ Fellow of FPA - Financial Planning Association
 Darren Luke Tomasini 2011 Advanced Diploma of Financial Planning - Kaplan Professional ~ Advanced Diploma of Financial Services - Kaplan Professional ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ FASEA Exam - FASEA ~ Master of Applied Finance - Kaplan Professional ~ Tier 1 Foreign Exchange - General Advice - Kaplan Professional