INTEGRITY FINANCIAL PLANNERS PTY. LTD.


Address: Croydon, VIC 3136, Australia

INTEGRITY FINANCIAL PLANNERS PTY. LTD. (Licence# 000225051) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is February 1, 2003.

Service Overview

Register Name AFS Licence
Licence Name INTEGRITY FINANCIAL PLANNERS PTY. LTD.
Licence Number 000225051
Licence ABN 71069537855
Issue Date 2003-02-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 155403
InsLif 90372
Locality CROYDON
State VIC
Postcode 3136
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:
    • 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 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
001265154 MICHAEL JAMES FOX Current 2018-06-18
000456191 CHARLES ALEXANDER BADENACH Current 2018-03-28
000461275 REBECCA EMILIE KATE FERGUSSON Current 2018-03-28
000264956 PAULA RACHAEL ROMBERG Current 2017-11-17
001259584 LAUREN MICHELLE STYLES Current 2017-10-31
000264953 DAVID HENRY PHIPPARD Current 2017-09-04
001257966 JESSICA CHECK Current 2017-09-04
001249689 LEO TANG Current 2016-11-07
001247656 BENJAMIN STEPHAN YOUNG Current 2016-09-05
000271286 MICHAEL FORER Ceased 2016-08-15

Office Location

Locality CROYDON
State VIC
Postcode 3136
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
LMP ACCOUNTANTS PTY LTD AS TRUSTEE FOR THE HAYCRAFT PRACTICE TRUST AND LMP ACCOUNTANTS PTY LTD AS TR 2017-05-17 Croydon, VIC 3136, Australia
MOLOGOUSIS, ANNE MARILYN 2017-02-01 Croydon, VIC 3136, Australia
FRASER AND ASSOCIATES INSURANCE BROKERS PTY. LTD. 2004-03-10 Croydon, VIC 3136, Australia
CONSIDINES INSURANCE SERVICES PTY LTD 2004-02-12 Croydon, VIC 3136, Australia

Financial services with the same locality

Service Name Issue Date Locality
LMP ACCOUNTANTS PTY LTD AS TRUSTEE FOR THE HAYCRAFT PRACTICE TRUST AND LMP ACCOUNTANTS PTY LTD AS TR 2017-05-17 Croydon, VIC 3136, Australia
MOLOGOUSIS, ANNE MARILYN 2017-02-01 Croydon, VIC 3136, Australia
FRASER AND ASSOCIATES INSURANCE BROKERS PTY. LTD. 2004-03-10 Croydon, VIC 3136, Australia
CONSIDINES INSURANCE SERVICES PTY LTD 2004-02-12 Croydon, VIC 3136, Australia

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PK INSURANCE BROKERS PTY LTD 2018-07-27 Penrith, NSW 2750, Australia
BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
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AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
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Competitor

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Postal Code 3136

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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.