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Viridian Select Pty ltd

AFS License Number
515762
Name
Viridian Select Pty ltd
ABN/ACN/ARBN
41621447345
Licensee issued
July 17, 2019
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;
deposit products other than basic deposit products;
derivatives;
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;
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

NameFirst provided adviceQualification and trainings
 Adam John Mccann1993ASX Listed Product Accreditation Course - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Adam Musolino2017Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Bachelor of Applied Finance - University of South Australia ~ Diploma of Financial Planning - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Adam Scott Hinze1999Associate Diploma of Business - North Point College ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Adel Georges1999Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Advising - Securities Institute of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Adrian Luke Guarino2014Accredited Listed Product Adviser - Kaplan Professional Education ~ Bachelor of Commerce (Finance and Financial Planning) - Deakin University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ SMSF Specialist Advisor Program (SSA) - SMSF Association
 Brad John Turnbull1980Diploma of Financial Planning - Deakin University
 Bruce Shelton2000ASX Accredited Listed Products Adviser - Kaplan Professional Education ~ Advanced Diploma of Financial Services (Financial Planning) - FINSIA ~ Bachelor of Business (Accounting) - Queensland University of Technology ~ Certified Financial Planner - Financial Planning Association of Australia ~ Self Managed Superannuation Funds - Tribeca Learning
 Christopher Pepe2017Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Applied Finance - University of South Australia ~ Bachelor of Commerce - University of South Australia ~ Margin Lending - Personal Advice - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Christopher William Brown2004Accredited Aged Care Professional - Aged Care Steps ~ Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Corey Blattman2018Accredited Listed Product Adviser - Kaplan ~ Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education Pty Ltd
 Cori Jason Fisher1999Bachelor of Commerce (Financial Planning and Investment) - Griffith University
 Daniel John Fletcher2000Advanced Diploma of Financial Services - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Advising - Kaplan Professional Education ~ Graduate Certificate of Corporate Management - Deakin University
 David Johnston Mills2004ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Education Pty Ltd (formerly Tribeca Learning (Australia) Pty Ltd) ~ Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Tribeca Learning (Australia) Pty Ltd (formerly Integratec (Australia))
 Fiona Louise Johnson2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Tribeca Learning ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Gerard Baker1987Advanced Financial Planning - IPAC ~ Entry Level Competencies - Tribeca Learning (Australia) Pty Ltd ~ Risk Management - Integratec (Australia) Pty Ltd ~ Superannuation and Retirement Planning - Integratec (Australia) Pty Ltd
 Grant Andrew Mcwhinney2008Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd
 Gregory John Klumpp1994CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Self Managed Superannuation Funds - Tribeca
 Gregory Mcloughlin2011Bachelor of Business (Accounting) - University of Western Sydney ~ Master of Commerce (Financial Planning) - University of Western Sydney
 Heather Cassells2001ASX Listed Product Adviser - LPAC Online ~ CFP - Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Advising - FINSIA ~ Self Managed Superannuation Funds - Kaplan
 Jim Koumides1999Bachelor of Economics - Monash University ~ Certified Financial Planner - Financial Planning Association ~ Graduate Diploma of Applied Finance - Securities Institute of Australia
 Joel Nicholas Turnbull2018Bachelor of Business and Commerce (Applied Finance) - Western Sydney University ~ Diploma of Financial Planning - Kaplan Professional
 Jordan Thomas Kitto2015Bachelor of Applied Finance - University Of South Australia ~ Graduate Diploma Of Financial Planning - Kaplan Professional Education
 Kathryn Ryan2004Accredited Aged Care Professional - Aged Care Steps ~ Diploma of Financial Markets - Securities Institute of Australia ~ Graduate Diploma of Financial Planning - Securities Institute of Australia ~ Self Managed Superannuation Funds - Kaplan
 Mark Brogan2006Advanced Diploma in Financial Planning - Kaplan Professional Education ~ FPA Foundation DFP - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Matthew Carswell2009Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Matthew Hilditch2006Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Melissa Jane Watters2017Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
 Melissa Turnbull-katebi2014Certificate IV Financial Services (Finance/Mortgage Broking) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Michael Rambaldini1995Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Specialist SMSF Course - University Of Adelaide
 Paul Anthony Furlong1999Bachelor of Business (Banking & Finance) - Monash University ~ Diploma of Financial Planning - Financial Planning Association
 Robert William Currie1991ASX Accredited Listed Products Adviser - Kaplan Professional Education ~ Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - RMIT University ~ Self Managed Superannuation Funds - Cavendish via (University of Adelaide)
 Shaun Anthony Hubbard2015AU Inhouse SMSF Assessment - AUPFS ~ Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Mentor Education Pty Ltd ~ Graduate Diploma in Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional
 Vicki O'connor2000Accountants SMSF Package - Kaplan Professional ~ Bachelor of Financial Administration - University of New England ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Deakin University, FPA ~ Margin Lending and Geared Investments - Kaplan Professional
 Wayne John Bowes2000Bachelor Of Business (Major Accounting) - Monash University ~ Cert IV in Financial Services (finance/Mortgage Broking) - National Finance Institute ~ Diploma of Financial Advising - Securities Institute Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 William Edward Shorte2004ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Education Pty Ltd (formerly Tribeca Learning (Australia) Pty Ltd) ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Business - University of Limerick ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Tribeca Learning (Australia) Pty Ltd (formerly Integratec (Australia))