Visis Pty ltd

AFS License Number
394583
Name
Visis Pty ltd
ABN/ACN/ARBN
32098306828
Licensee issued
April 29, 2011
Address
Brisbane, 4000, QLD

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:
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

Name First provided advice Qualification and trainings
 Adam Robert Callinan 2016 Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan
 Christopher John Smith 2000 Bachelor of Arts - Griffith University ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University
 Grant Dougan 2001 Advanced Diploma of Financial Services - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Griffith University ~ Masters of Financial Planning - Griffith University
 Heather Denise Croy 2018 Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Canterbury (New Zealand) ~ Client Engagement Skills - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional
 John Michael O'brien 2003 Bachelor of Commerce - Griffith University ~ Masters Financial Planning - Griffith University
 Joshua Michael Thomas Burgess 2018 Bachelor of Business (Marketing) - University of Southern Queensland ~ Bachelor of Commerce (Finance) - University of Southern Queensland ~ Diploma of Financial Planning - Kaplan Professional
 Scott Mitchell Gynther 2017 Advanced Diploma of Financial Planning - KAPLAN ~ Bachelor of Business - Queensland University of Technology
 Simon Davis 1999 Bachelor of Business - Qld University of Technology ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - Deakin University