The Intelligent Financial Services Group Pty ltd

AFS License Number
228820
Name
The Intelligent Financial Services Group Pty ltd
ABN/ACN/ARBN
14006410519
Licensee issued
May 8, 2003
Address
Frankston, 3199, 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;
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;
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

Name First provided advice Qualification and trainings
 Deborah Ann Rognlien 2003 Bachelor of Science Degree - University of Wisconsin Madison USA ~ Bachelor of Science Degree - University of Wisconsin Madison USA ~ Certified Financial Planner - Deakin University ~ Certified Financial Planner - Deakin University ~ Diploma Financial Planning - Deakin University ~ Diploma Financial Planning - Deakin University ~ Margin Lending Course - Bankers Trust ~ Margin Lending Course - Bankers Trust ~ Master of Science Degree - University of Wisconsin Madison USA ~ Master of Science Degree - University of Wisconsin Madison USA
 Nicola Louise Henley 2003 Bachelor of Business Financial Planning - RMIT ~ Bachelor of Business Financial Planning - RMIT ~ Cert IV Finance - Mortgage Finance Advisors Assoc ~ Cert IV Finance - Mortgage Finance Advisors Assoc ~ Experience of 10 Years Submission - Tax Practitioners Board ~ Experience of 10 Years Submission - Tax Practitioners Board ~ Margin Lending Certification Course - Bankers Trust ~ Margin Lending Certification Course - Bankers Trust ~ Margin Lending Course - Bankers Trust ~ Margin Lending Course - Bankers Trust