AYLESBURY FINANCIAL GROUP PTY LTD


Address: Brisbane, QLD 4000, Australia

AYLESBURY FINANCIAL GROUP PTY LTD (Licence# 000223260) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 1, 2002.

Service Overview

Register Name AFS Licence
Licence Name AYLESBURY FINANCIAL GROUP PTY LTD
Licence Number 000223260
Licence ABN 85094021691
Issue Date 2002-11-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 213352
InsLif 90466
Locality BRISBANE
State QLD
Postcode 4000
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;
    • 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:
    • 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001002131 MELISSA CADELL Current 2012-05-01
000248550 TRUDY ANN HEINS Ceased 2011-10-26
000425893 NATHAN SMITH Ceased 2010-07-01
001002132 RYAN MULLER Current 2006-09-26
001002133 TREVOR MERVYN ZIMMERMANN Current 2005-11-08
000224821 ANTHONY LIONEL BELL Ceased 2002-11-01
000295846 KYM MORTON MARRIOTT Ceased 2001-10-01

Office Location

Locality BRISBANE
State QLD
Postcode 4000
Country Australia

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SUPER STRATEGISTS (AFSL) PTY LTD 2018-01-31 Spring Hill, QLD 4000, Australia
SHERRIN PARTNERS SERVICES PTY LTD 2017-08-23 Brisbane, QLD 4000, Australia
SMART SOLUTIONS GROUP (AUST) PTY LTD 2017-07-27 Brisbane, QLD 4000, Australia
TAISHIN INTERNATIONAL BANK CO. LTD. 2017-07-14 Brisbane, QLD 4000, Australia
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Competitor

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Postal Code 4000

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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.