RADFORD ALLEN FINANCIAL SERVICES PTY LTD


Address: Balwyn North, VIC 3104, Australia

RADFORD ALLEN FINANCIAL SERVICES PTY LTD (Licence# 000221531) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is July 29, 2002.

Service Overview

Register Name AFS Licence
Licence Name RADFORD ALLEN FINANCIAL SERVICES PTY LTD
Licence Number 000221531
Licence ABN 46098406958
Issue Date 2002-07-29
Locality BALWYN NORTH
State VIC
Postcode 3104
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:
    • life products limited to:
      • 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;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • 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:
      • life products limited to:
        • 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;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • securities; and
        • superannuation;
to retail clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000232649 IAN ROBERT DAVIS Current 2006-07-04
000224904 ALAN BRUCE LANE Current 2002-11-01
000222743 SUSAN JOAN ALLEN Current 2002-08-01

Office Location

Locality BALWYN NORTH
State VIC
Postcode 3104
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
APEX MACRO FINANCIAL GROUP PTY. LTD. 2017-12-18 Balwyn North, VIC 3104, Australia
WEALTH WITHIN LIMITED 2003-04-16 Balwyn North, VIC 3104, Australia

Financial services with the same locality

Service Name Issue Date Locality
APEX MACRO FINANCIAL GROUP PTY. LTD. 2017-12-18 Balwyn North, VIC 3104, Australia
WEALTH WITHIN LIMITED 2003-04-16 Balwyn North, VIC 3104, Australia

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Competitor

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Postal Code 3104

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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.