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Scope Licensee Services Pty ltd

AFS License Number
492134
Name
Scope Licensee Services Pty ltd
ABN/ACN/ARBN
73614728102
Licensee issued
Dec. 8, 2016
Address
West Perth, 6005, WA

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

NameFirst provided adviceQualification and trainings
 Dieter Erich Tode2004Bachelor of Applied Economics - University of Canberra ~ CFP - FPA ~ Graduate Diploma in Financial Planning - Securities Institute of Australia
 Lyndsay Rushforth2018Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - Major in Finance and Accounting - Edith Cowan University ~ Diploma of Financial Planning - Kaplan Professional
 Rowan Michael Stephens0Bachelor of Commerce - Curtin University ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Travis Thomas Martin2005Advanced Diploma of Financial Services Financial Planning - Tribeca ~ Bachelor of Commerce - Notre Dame University ~ Bachelor of Laws - Notre Dame University ~ CFP - FPA ~ SMSF - Kaplan