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Wealth Today Pty ltd

AFS License Number
340289
Name
Wealth Today Pty ltd
ABN/ACN/ARBN
62133393263
Licensee issued
Nov. 17, 2009
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;
deposit products other than 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;
deposit products other than 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

NameFirst provided adviceQualification and trainings
 Aba Leslie Melamed1986Diploma of Financial Planning (DFP 1-8) - Financial Planning Association (FPA)
 Alan Christopher Schaechtili2000Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional Education ~ Graduate Diploma of Financial Planning - Kaplan Professional Education ~ Masters of Financial Planning - Kaplan Professional Education
 Alen Damjanovic2013Bachelor of Commerce - Griffith University ~ Bachelor of International Business - Griffith University ~ Diploma of Financial Services ( Financial Planning) - Kaplan
 Andrew Mill2011Diploma of Financial Planning - Kaplan Professional Education
 Andrew Peter Bailo2001Diploma of Accounting - TAFE QLD ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Certificate in Professional Accounting - University of New England ~ Master of Business Administration - University of New England
 Andrew Robards2004Bachelor of Economics - University of New England ~ Diploma of Financial Planning - Financial Planning Association of Australia Limited ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation - AAMC ~ Understanding the Finance and Investment Industry - Securities Institute
 Antonio Pelosi2012Advanced Diploma of Financial Planning (Qualification) - Integrity Education Group ~ Diploma of Financial Planning - Pinnacle ~ Responsible Manager - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Bernard Dobson1989Diploma of Financial Planning - Financial Planning Association of Australia Limited
 Bradley Cochrane1994Advanced Diploma of Financial Planning (ADFP) - Kaplan Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Funds - Kaplan Professional Education
 Brett Anthony Christie2009Advanced Diploma of Financial Planning - Monarch Institute ~ Certificate IV Financial Services (Finance/Mortgage Broking) - MFAA ~ Diploma of Financial Planning - Monarch Institue
 Brian Andrew Greaves2000Bachelor of Commerce - The University of Newcastle ~ Certified Practising Accountant - CPA Australia ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending - GWM Adviser Services
 Brian Rodney Cornell2015Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Services (Finance/Mortgage Broking Management - Kaplan
 Catherine Anne Rademeyer2011Advanced Diploma of Financial Planning - Kaplan Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group ~ TASACLv1 Commerical Law - Kaplan
 Christopher DE Zylva2002Bachelor of Commerce - University of Auckland ~ Bachelor of Engineering - University of Auckland ~ Certified Financial Planner - Deakin University ~ Public Practice Certificate - CPA
 Cindy Schaechtili2018Diploma of Financial Planning - Kaplan Professional
 Colin Graham Finch2003Bachelor of Business (Accounting) - Curtin University of Technology ~ Certified Financial Planner - FPA ~ Diploma of Financial Planning - International Institute of Technology
 Daniel Thompson2018Advanced Diploma Financial Services ( Financial Planning) - Kaplan ~ Diploma of Financial Services ( Financial Planning) - Finsia
 David Arnold Brahms1991DFP 1-7 - Deakin University Distance Education ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending Accreditation tiprogam - Financial Assentials
 David Keith Smith2012Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Certificate IV Financial Services (Finance/Mortgage Broking) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ MM467 Professional Ethics - University of New England
 David Victor Rhett Robertson2003Bachelor of Business (Accountancy) - RMIT University ~ Diploma of Financial Planning - Financial Planning Accociation of Australia Ltd ~ Diploma of Financial Services - AAMC ~ Financial Essentials - Securitor
 Ebony Ashton Van Hamburg2012Bachelor of Commerce (Accounting and Financial Planning) - Curtin University ~ Certified Practicing Accountant Financial Planning Specialist - CPA Australia ~ Margin Lending Accreditation - Western Sydney University
 Edward John Forkin2004Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ SMSF - Kaplan
 Eldho Paul2018Diploma of Finance and Mortgage Broking Management - Kaplan ~ Diploma of Financial Planning - Monash Institute
 Elizabeth Chevel2015Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education ~ Self Managed Superannuation Funds - Mentor Education
 Gregg Kristian Watts2009Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education ~ Self Managed Superannuation Fund Course - Mentor Education
 Hilko Siegers2015Diploma of Financial Planning - Monarch Institute
 Ian Robert Yeates2004Advanced Diploma of Financial Services (Financial Planning) - Archer College ~ Certificate IV Finance and Mortgage Broking - AAMC Training ~ Regulatory Guide 146 Assessment - Kaplan ~ Self Managed Superannuation Fund Accredited - Kaplan
 Jacqueline Mary Hodges2016Bachelor of Commerce - The University of Queensland ~ Diploma of Financial Planning - McMasters Training Pty Ltd ~ Master of Tax - The University of Melbourne
 Jacques Hugo2013Diploma of Financial Planning - AAMC Training Group ~ Diploma of Financial Services - Intellitrain ~ The Degree of Bachelor of Accounting Science - University of South Africa ~ The Degree of Honours Bachelor of Accounting Science - University of South Africa
 James Andre Thane2010Diploma of Financial Services - AAMC Training Group
 Jamie Christian Albanis2017Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Planning - Integrity Education Group ~ SMSF - Integrity Education Group
 Jan Jordaan2010Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Investment Banking Institute
 Jeffrey Anthony Stella1991Advanced Diploma of Financial Planning - Mentor ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Mentor
 John George Albert Menezes2018Bachelor of Commerce - University of Mumbai ~ CPA Program Professional Level - CPA Australia ~ Diploma of Finance and Mortgage Broking Management - TAFE NSW ~ Diploma of financial planning - Mentor Education ~ Self Managed Supperannuation Fund Adviser ( Personla Advice) - Mentor Education
 Karin Cornelia Bennett2016Accountants Self Managed Superannuation Funds Package - Kaplan Professional ~ Diploma of Financial Services - Integratec ~ Master of Commerce - University of New England ~ Master of Financial Services - University of New England
 Kurukulasooriya Antony Viraj E Fernando2017Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Accounting - University of South Australia ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy
 Mark Alexander Rigby2010Diploma of Financial Services (Financial Planning) - AAMC Training Group
 Mark Antony Blunden2012Bachelor of Commerce - University of Ballarat ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Planning - Mentor Education Pty Ltd
 Matthew Grant2012Diploma of Financial Services ( Financial Planning) - Kaplan
 Matthew Perry2003Diploma of Financial Services - Dover Financial Training
 Matthew Voce2011Bachelor of Commerce - Curtin University of Technology ~ CFP Certification Program - CFP ~ Core 1 Securities & Managed Investments Accreditation - Deakin Prime ~ Ethics & Professionalism in Financial Advice - Kaplan ~ Margin Lending Accreditation - Deakin Prime
 Maureen Drieberg2007Bachelor of Business - Caulfield institute of technology ~ Certificate IV Financial Services (Finance/Mortgage Broking) - International Institute of Technology Pty Ltd (IIT) ~ Diploma in Mortgage Lending - Securities Institute ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd
 Michael Andrew Samu2013Bachelor of Commerce - Deakin University ~ CPA Program - CPA Australia ~ CPA Public Practice Certificate - CPA Australia ~ SMSF Specialist Accreditation - Terra Cordis ~ Tax Agent - Tax Practitioners Board
 Michael Pelosi2012Advanced Diploma of Financial Planning - Pinnacle ~ Certificate Financial Services - Pinnacle ~ Diploma of Financial Planning - Pinnacle ~ Responsible Manager Introductory Program - Kaplan ~ SMSF Course - Kaplan
 Mudiyanselaga Mahinda Rajakaruna2011Diploma of Financial Planning - Traineeship Management Australia
 Neil Hamilton1987Advanced Diploma of Financial Planning - International Institute of Technology ~ PS 146 Compliance program - Kaplan Education Pty Ltd
 Nicholas Kenneth Jolly2017Bachelor of Economics - University of Western Australia ~ Diploma of Financial Planning - Monarch Institute
 Rachel Anne Botha2016Bachelor of Laws - Queensland University of Technology ~ Certificate IV in Finance and Mortgage Broking - AAMC Training Group ~ Diploma of Financial Planning - Monach Institute
 Ralph Emlyn Morgan2018Diploma of Financial Planning - International Institute of Technology
 Raymond Backhouse2010Diploma of Financial Services ( Financial Planning) - Australian College
 Robert Jack Standing2013Bachelor of Economics and Social Sciences - University of Sydney ~ Diploma of Financial Planning - Pinnacle ~ SMSF Course - Kaplan
 Robert Klaus Rollfink2010Diploma Financial Services (Financial Planning) - Mentor Education
 Robert Louis Johncock1996Advanced Diploma of Financial Services (Financial Planning) - AMP Limited ~ Diploma of Financial Services (Financial Planning) - AMP Limited
 Robert Porte2001Accredited Listed Product Adviser Program - Kaplan ~ Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Roger Gordon Prince2005Diploma of Financial Services (Financial Planning) (FNS50804) - AMP Financial Services ~ FNS50311 Diploma of Finance and Mortgage Broking Management - South Western Sydney Institute ~ Margin Lending and Geared Investments - Kaplan Professional Education
 Romulae JR Ramirez Gadaoni2016Advanced Diploma of Financial Planning - Monarch Institute ~ Diploma of Financial Planning - Monarch Institute ~ Master of Financial Planning - Kaplan Professional ~ Saint Louis University - Bachelor of Accounting ~ Saint Louis University - Bachelor of Laws
 Ryan William Baker2009Diploma of Business - Perth Institute of Business and Technology ~ Diploma of Financial Planning - Kaplan ~ Taxation Fundamentals (DFP 5) - Kaplan
 Seto Fono2009Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd
 Simon James Burge2007Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - AMP Limited
 Stephen Craig Sherar2008Bachelor of Commerce (Accounting and Financial Planning) - Deakin University ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - The National Finance Institute
 Susan Wahhab2000Bachelor of Applied Science - University of Western Sydney ~ Bachelor of Business - University of Western Sydney ~ Diploma of Financial Planning (DFP1 - DFP7) - FPA ~ SMSF Specialist Adviser - SMSFA
 Tamara Joy Virgo2013Diploma of Financial Planning - AAMC Training Group ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Tim Blottin2012Diploma of Financial Planning - Monarch Institute ~ Foundations of Financial Planning - Kaplan
 Tinashe Rusinga2014Bachelor of Economics & Finance - Murdoch ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
 Tingting Jia2016Bachelor of Business - La Trobe University ~ Diploma of Financial Planning - Kaplan Professional ~ Margin Lending Adviser - Mentor Education ~ Master of Management - University of Melbourne ~ Self Managed Superannuation Fund Adviser - Mentor Education
 Trent Burton Sampson1992Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Insurance Brokers Code of Practice - Goldseal Campus
 Wae Tat Yap2012Diploma of Financial Services ( Financial Planning) - AAMC Training Group
 Xiao Fei Max Song0Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional
 Yuan Gao2018Bachelor of Commerce - Unviersity of Tasmania ~ Certificate IV Finance and Mortgage Broking - AAMC ~ Diploma of Business and Commerce - UTS ~ Diploma of Financial Planning - AAMC Training Group
 Zachary James Edward Sanders2014Bachelor of Commerce (Financial Planning) - Curtin University