ALMAN PARTNERS PTY. LTD.


Address: Mackay, QLD 4740, Australia

ALMAN PARTNERS PTY. LTD. (Licence# 000222107) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is August 8, 2002.

Service Overview

Register Name AFS Licence
Licence Name ALMAN PARTNERS PTY. LTD.
Licence Number 000222107
Licence ABN 32090789218
Issue Date 2002-08-08
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 211990
Locality MACKAY
State QLD
Postcode 4740
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;
    • 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:
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of 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;
to retail clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001262873 BOWEN TANG Current 2018-03-20
001252529 ADRIANA MINKE BRINK Ceased 2017-03-03
001250721 NIYATI KHANNA Current 2016-12-07
000472300 SIMONE ANDERSON Current 2016-10-18
001235752 TODD ANDREW LAISTER Ceased 2015-09-18
001001429 ELLIE MARIE FORDHAM Ceased 2012-06-29
001001430 PAUL ARTHUR SHEPHERD Current 2011-12-16
001001427 TENEALE LEE LAISTER Current 2010-11-23
001006631 LYNDA MCKIE Ceased 2010-06-01
000434719 KAREN ANNE MASON Ceased 2008-09-15

Office Location

Locality MACKAY
State QLD
Postcode 4740
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
ENLIGHTENED FINANCIAL SOLUTIONS PTY LTD 2017-12-01 Mackay, QLD 4740, Australia
BENNETT PARTNERS PTY LTD 2016-06-23 Mackay, QLD 4740, Australia
THE GARDIAN GROUP PTY LTD 2014-06-23 Mackay, QLD 4740, Australia
POWER 2 FINANCIAL PLANNING PTY LTD 2007-01-31 Mackay, QLD 4740, Australia
ACCUVEST PTY LTD 2004-02-09 Mackay, QLD 4740, Australia
REGIONAL INSURANCE BROKERS PTY. LIMITED 2004-01-19 Mackay, QLD 4740, Australia
MACKAY PERMANENT BUILDING SOCIETY PTY LTD 2004-01-01 Mackay, QLD 4740, Australia

Financial services with the same locality

Service Name Issue Date Locality
ENLIGHTENED FINANCIAL SOLUTIONS PTY LTD 2017-12-01 Mackay, QLD 4740, Australia
BENNETT PARTNERS PTY LTD 2016-06-23 Mackay, QLD 4740, Australia
THE GARDIAN GROUP PTY LTD 2014-06-23 Mackay, QLD 4740, Australia
POWER 2 FINANCIAL PLANNING PTY LTD 2007-01-31 Mackay, QLD 4740, Australia
ACCUVEST PTY LTD 2004-02-09 Mackay, QLD 4740, Australia
REGIONAL INSURANCE BROKERS PTY. LIMITED 2004-01-19 Mackay, QLD 4740, Australia
MACKAY PERMANENT BUILDING SOCIETY PTY LTD 2004-01-01 Mackay, QLD 4740, Australia

Competitor

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Postal Code 4740

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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.