PLANNING PARTNERS PTY. LTD.


Address: Camberwell, VIC 3124, Australia

PLANNING PARTNERS PTY. LTD. (Licence# 000222835) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is September 27, 2002.

Service Overview

Register Name AFS Licence
Licence Name PLANNING PARTNERS PTY. LTD.
Licence Number 000222835
Licence ABN 64090069239
Issue Date 2002-09-27
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 199257
InsLif 90383
Locality CAMBERWELL
State VIC
Postcode 3124
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:
    • 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;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001255265 LOUAY SLEIMAN Current 2015-09-15
001003664 PAUL KEVIN SO WAN YUEN Current 2007-09-24
001257105 CAROLINE MULVANEY Current 2007-07-17
001003663 MATTHEW PETER HUNTER Current 2006-08-02
001003661 GAVIN PETER COLLOPY Current 2002-10-27
001003662 PETER ROBERT BAILEY Current 2002-10-27
000223801 MARTIN ROBERT MCINTOSH Current 2002-09-27
000223804 REUBEN YECHIEL ZELWER Ceased 2002-09-27

Office Location

Locality CAMBERWELL
State VIC
Postcode 3124
Country Australia

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WILDES, STEVEN JOHN 2017-04-04 Camberwell, VIC 3124, Australia
KSR ACCOUNTING AFSL PTY LTD 2017-03-27 Camberwell, VIC 3124, Australia
PRIMECARE FINANCIAL PLANNING PTY. LTD. 2015-06-09 Camberwell, VIC 3124, Australia
PROFESSIONAL WOMENS INVESTMENT SERVICE PTY. LTD. 2010-07-27 Camberwell, VIC 3124, Australia
DIAMOND ENERGY PTY LTD 2008-05-09 Camberwell, VIC 3124, Australia
LMI GROUP PTY LTD 2005-07-22 Camberwell, VIC 3124, Australia
NATIONAL UNDERWRITING AGENCIES PTY. LTD. 2004-03-10 Camberwell, VIC 3124, Australia
VIRGINIA SURETY COMPANY INC. 2004-03-01 Camberwell, VIC 3124, Australia

Competitor

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Postal Code 3124

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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.