Phone Number: 0409 670 003
Authorised Representative and Credit Representative of AMP Financial Planning
Certificate IV in Financial Services (Mortgage Broking)
Advanced Diploma of Financial Planning
AFA – Association of Financial Advisers, FBAA – Finance Brokers Association of Australia
Authorised Representative Number: 331614
Credit Representative Number: 393843
- Authorised Representative and Credit Representative of AMP Financial Planning
- Certificate IV in Financial Services (Mortgage Broking)
- Advanced Diploma of Financial Planning
- AFA – Association of Financial Advisers
- FBAA – Finance Brokers Association of Australia
The Advice And Services I Can Provide You
I am authorised to provide the services listed in the Our advice and services section of this guide, except for the following:
- Aged care
- Exchange traded funds (ETF) and Listed investment companies (LIC)
- Securities (including listed securities and debt securities)
- Separately managed accountsSeparately managed accounts
Should you require advice and services that extend beyond my authority I can refer you to a suitably qualified professional.
I am also an Accredited Mortgage Consultant and as a credit representative of AMP Financial Planning I am authorised to provide credit assistance in relation to loan products.
Subject to meeting lender credit criteria, I can advise on loans relating to:
- residential mortgages and home loans
- reverse mortgages
Subject to meeting the lender’s credit criteria, along with any additional lender or AFG accreditations, I can also advise on and/or arrange loans relating to:
- SMSF loans
- Commercial Loans
The full list of approved lenders is available on request but is not an exhaustive list of lenders who offer credit of the nature you may seek.
How I Am Paid
I receive the following from our practice:
- equity in the practice
I am the owner and operator of Brisbane Financial Services Pty Ltd and as such shall receive a share of all profits from Brisbane Financial Services Pty Ltd.