Telstra Super Financial Planning Pty ltd

AFS License Number
218705
Name
Telstra Super Financial Planning Pty ltd
ABN/ACN/ARBN
74097777725
Licensee issued
April 22, 2002
Address
Melbourne, 3000, 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;
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;
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
 Adam Sobczak 2015 Advanced Diploma of Financial Planning - Mentor Education ~ Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Business ( Financial Risk Management & International Trade) - Victoria University ~ Bachelor of Business (Financial Risk Management/International Trade) - Victoria University ~ Diploma of Financial Planning (1-3) - KAPLAN Education ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending - Personal Advice - Mentor Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education
 Alla Gorbunova 2018 Bachelor of Business - University of Technology Sydney ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - AMP Financial Services ~ Ethics and Professionalism in Financial Advice - Kaplan Australia ~ Masters of Business Administration (Executive) - UNSW
 Antony Joseph Wojcik 2001 Adv Dip in Business (Acctg) - Douglas Mawson Inst of Technology ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ CFP - FPA ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Arnaldo Maini 1999 CFP - FPA ~ DipFP - Deakin ~ Diploma of Financial Planning - Financial Planning Association of Australia
 Belinda Anne Wheeley-lea 2012 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional
 Caroline Deanna Rees 2004 Aged Care - Aged Care Steps ~ CFP® Certification Program - FPA ~ Certified Financial Planner - FPA ~ DFP - Deakin Uni/ FPA ~ Margin Lending and Geared Investments - Kaplan Professional ~ Margin Lending/ Geared Investments - Kaplan ~ Self Managed Superannuation Fund - Kaplan Professional ~ TASA and the TPB Code of Professional Conduct - Kaplan Professional
 Catherine Frances HO 2016 Advanced Diploma of Financial Services - Kaplan Professional Services ~ Aged Care Steps Accredited Aged Care Professional training program - Aged Care Steps ~ Bachelor of Commerce Bachelor of Economics - Monash University ~ CFP - FAAA ~ Ethics and Professionalism in Financial Advice - Kaplan
 David Christopher Murphy 2018 Bachelor of Accounting/ Bachelor of Finance - La Trobe University
 David Ian Southwood 1996 Certified Financial Planner - Financial Planning Association ~ Gearing Strategies - Securities Institute ~ Self Managed Superannuation Funds - Kaplan
 David Scott Seidel 2007 Advanced Diploma Financial Services (Financial Planning) FNS60404 - MLC ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ RG146 Margin Lending - MLC ThreeSixty
 Despina Pavlou 1997 Bachelor of Economics - James Cook University ~ CFP - FPA ~ DipFP - Deakin ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education
 Farisha Zaheen Khan 2017 Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan ~ Diploma of Information Technology - TAFE ~ Graduate Certificate in Business Administration - University of South Pacific ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Gordon Anderson 1997 CFP - FPA ~ DipFP - Deakin ~ Finsia Certificate Course - Finsia ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Gwendolyn Anne Biddle 2005 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business - University of QLD ~ Client Engagement Skills - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Huy Tran 2017 Bachelor of Business - La Trobe University ~ Diploma of Financial Planning - Mentor Education Pty Ltd
 Ignazio Ido Marchesan 1999 B.Econ - Flinders Uni ~ CFP - FPA ~ DipFP - Deakin ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Jeremy Lack 2012 Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Planning - MLC Advice Education ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Kathleen Lehmann 2014 Adv Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Services - Integrity Education Group ~ Ethics and Professionalism - Griffith University ~ Graduate Diploma of Financial Planning - Griffith University
 Kathryn Louise Stannard 1999 Bachelor of Arts (Economics) - University of Melbourne ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Applied Finance and Investment - Securities Institute of Australia ~ Graduate Diploma in Financial Planning - Securities Institute of Australia
 Linda Langdon 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Science - La Trobe University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Marsel Popov 2011 Advanced Diploma of Financial Planning - International Institute of Technology ~ Advanced Diploma of Financial Planning - International Institute of Technology Pty Ltd (IIT) ~ Bachelor of Business - University of Technology Sydney ~ Bachelor of Business - University of Technology Sydney (UTS) ~ CFP - FAAA ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd ~ Diploma of Financial Services - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Matthew Terrence Roach 2016 Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Bachelor of Business - Australia Catholic University (ACU) ~ Diploma of Financial Planning - Kaplan Professional
 Melanie Jane Slade 2005 Bachelor of Business (Financial Planning) - RMIT ~ Ethics and Professionalism in Financial Advice - Kaplan
 Michael Craig Johns 2008 CFP - FPA ~ Dip Financial Advising - Finsia ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Nathan Mccabe 2011 Advanced Diploma - Financial Planning - Kaplan Professional ~ Bachelor Degree - Commerce - University of Queensland ~ Bachelor Degree - Economics - University of Queensland ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma - Applied Finance and Investment - Securities Institute of Australia
 Navjyot Deol 2018 Diploma of Financial Planning - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Information Technology - Charles Sturt University
 Pei Lin Amanda Lee 2015 Advanced Diploma of Financial Services (Financial Planning) - Holmesglen Tafe ~ Bachelor of Commerce (Accounting & Finance) - Monash University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 Pitchaporn Curry 2006 Advanced diploma in financial planning - Kaplan Professional ~ Bachelor of business and electronic commerce - Monash Univeristy ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Ethics and professionalism in financial advice - Kaplan Professional ~ Master of commerce (international business) - University of NSW
 Rebecca Paula Cheevers 2002 Advanced Diploma of Financial Planning - RG 146 Training Australia ~ Diploma of Financial Services (Financial Planning) - Kaplan
 Sophie Elizabeth Mcrae 2018 Bachelor of Commerce - Melbourne University ~ FPC002B - Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - Kaplan Professional
 Stephen Boyd 2008 Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Associate Diploma of Business (Accounting) - TAFE NSW ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Vikramjit Singh Anand 2011 Certified Financial Planner - Financial Planning Association (FPA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Business Administration - University of Technology Sydney ~ Master of Financial Planning - Kaplan Professional ~ Masters of Commerce - Panjab University (India)
 Vinita Bhatia 2000 Assoc Dip Acctg - Swinburne ~ CFP - FPA ~ DFP - Deakin ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ M.Comm - Himachal Pradesh University
 Zishen Fan 2013 Advanced Diploma of Financial Services - International Institute of Technology ~ Bachelor of Commerce - University of Melbourne ~ Bachelor of Law - University of Melbourne ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Applied Finance - Kaplan