Zanacorp Financial Group Pty. Ltd.

AFS License Number
247145
Name
Zanacorp Financial Group Pty. Ltd.
ABN/ACN/ARBN
16007130181
Licensee issued
Dec. 24, 2003
Address
Elsternwick, 3185, 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;
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 limited to:
debentures of a body corporate or unincorporated body only;
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 limited to:
debentures of a body corporate or unincorporated body only;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Debra Leanne Mills2010Diploma of Financial Planning - Deakin University
 Donna Christine Heard2001ASX Accredited Listed Product Adviser Program - Kaplan Professional ~ Certified Financial Planner - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Markets - Securities Institute of Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional
 Joseph John Zanca1989Bachelor Business - RMIT ~ Diploma of Financial Planning - Deakin University ~ Inst of Chartered Accountants Prof Year - ICAA