TELSTRA SUPER FINANCIAL PLANNING PTY LTD


Address: Melbourne, VIC 3000, Australia

TELSTRA SUPER FINANCIAL PLANNING PTY LTD (Licence# 000218705) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is April 22, 2002.

Service Overview

Register Name AFS Licence
Licence Name TELSTRA SUPER FINANCIAL PLANNING PTY LTD
Licence Number 000218705
Licence ABN 74097777725
Issue Date 2002-04-22
Locality MELBOURNE
State VIC
Postcode 3000
Country Australia

Licence condition

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;
    • 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; 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;
      • 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001267114 SOPHIE ELIZABETH MCRAE Current 2018-08-27
001265364 SARAH JANE RICHARDS Current 2018-06-25
001262915 MARSEL POPOV Current 2018-03-19
001261826 AMIT KUMAR Current 2018-01-18
001257405 NICHOLAS GOSS Current 2017-08-07
001257051 FARISHA ZAHEEN KHAN Current 2017-07-03
001257052 BHARAT KALYANI Current 2017-07-03
001254957 XI FEI Current 2017-05-22
001254814 JAE DOYNE Ceased 2017-05-15
001004091 PAUL CENGIZ WRIGHT Current 2017-04-18

Office Location

Locality MELBOURNE
State VIC
Postcode 3000
Country Australia

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SOMERSET CAPITAL FINANCIAL SERVICES PTY LTD 2018-06-14 Melbourne, VIC 3000, Australia
TUXEDO MONEY PTY. LTD. 2018-06-13 Melbourne, VIC 3000, Australia
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APOLLO LEAGUE PTY LTD 2018-05-08 Melbourne, VIC 3000, Australia
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Competitor

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Postal Code 3000

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.