SECURINVEST FINANCIAL PLANNERS PTY. LTD.


Address: Wheelers Hill, VIC 3150, Australia

SECURINVEST FINANCIAL PLANNERS PTY. LTD. (Licence# 000223280) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is December 3, 2002.

Service Overview

Register Name AFS Licence
Licence Name SECURINVEST FINANCIAL PLANNERS PTY. LTD.
Licence Number 000223280
Licence ABN 38005526992
Issue Date 2002-12-03
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
InsLif 90314
Locality WHEELERS HILL
State VIC
Postcode 3150
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 including:
      • basic deposit products;
      • deposit products other than basic deposit products; and
      • non-cash payment 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 including:
        • basic deposit products;
        • deposit products other than basic deposit products; and
        • non-cash payment 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
001267112 KAITLYN POBAR Current 2018-08-28
000326530 ANNA DUKESON Current 2018-08-21
001264060 MARTIN SMITH Current 2018-08-14
001006061 DANIEL KHREISH Current 2018-01-24
001261429 JUSTIN SMALUCH Current 2018-01-23
001237710 AMANDA MICHELLE DRAFFIN Current 2017-05-23
001243608 LAURA KATHLEEN MOON Current 2017-05-05
001252814 ANATOLY RAYZMAN Current 2017-05-05
001243611 IRYNA RADZIKHOVSKA Current 2017-05-01
001243610 BILL KIOSSES Current 2017-04-28

Office Location

Locality WHEELERS HILL
State VIC
Postcode 3150
Country Australia

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Service Name Issue Date Locality
SANDAL FINANCIAL AND TAX ADVISORS PTY LTD 2017-03-21 Glen Waverley, VIC 3150, Australia
BUSINESS SOLUTIONS INTERNATIONAL PTY LTD 2017-02-20 Glen Waverley, VIC 3150, Australia
N P FINANCIALS PTY LTD 2016-09-06 Wheelers Hill, VIC 3150, Australia
KK CONSULTING SERVICES PTY. LTD. 2016-07-13 Glen Waverley, VIC 3150, Australia
G. D. BRAYBROOK PTY. LTD. 2016-06-07 Glen Waverley, VIC 3150, Australia
AUSSIE INSURANCE BROKERS PTY. LTD. 2013-03-01 Wheelers Hill, VIC 3150, Australia
OPEN CORP FUNDS MANAGEMENT LTD 2012-04-24 Wheelers Hill, VIC 3150, Australia
HUXTABLE, HARVEY R 2004-03-01 Glen Waverley, VIC 3150, Australia
FITZPATRICK & COMPANY INSURANCE BROKERS PTY. LTD. 2004-02-17 Glen Waverley, VIC 3150, Australia
MYOB AUSTRALIA PTY LTD 2004-01-28 Glen Waverley, VIC 3150, Australia

Competitor

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Postal Code 3150

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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.