The Family Wealth Advisory Group Pty ltd

AFS License Number
500323
Name
The Family Wealth Advisory Group Pty ltd
ABN/ACN/ARBN
46138910997
Licensee issued
Jan. 16, 2018
Address
Sydney, 2000, NSW

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
 Michael Colin Bova 2007 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - University of Technology Sydney (UTS) ~ Bachelor of Law - University of Technology Sydney (UTS) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Financial Adviser Exam - FASEA
 Robert Raymond Hill 2011 Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Economics - The University of Leeds ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Financial Adviser Exam - FASEA
 Vaughn Andre Brand 2020 Advanced Diploma of Financial Planning - Monarch Institute ~ Commercial Law - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Financial Adviser Exam - FASEA ~ Tax and Commercial Law for Financial Planning - Kaplan Professional