GOLDSBOROUGH FINANCIAL SERVICES PTY LTD


Address: Unley, SA 5061, Australia

GOLDSBOROUGH FINANCIAL SERVICES PTY LTD (Licence# 000225330) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is March 31, 2003.

Service Overview

Register Name AFS Licence
Licence Name GOLDSBOROUGH FINANCIAL SERVICES PTY LTD
Licence Number 000225330
Licence ABN 89064640142
Issue Date 2003-03-31
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 077909
Locality UNLEY
State SA
Postcode 5061
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
001257567 VALESKA FARROW Current 2017-07-18
000314983 MATTHEW JAMES KELLY Current 2017-01-16
000325471 MICHELLE SANCHEZ-MCCALLUM Current 2015-12-01
000401525 CRAIG KIRKWOOD Current 2014-05-14
001000337 ANN MICHELLE BRANDELL Ceased 2012-04-12
000311745 WILLIAM JAMES CHAPMAN Current 2011-07-07
000341912 ANASTASIOS GEORGE Ceased 2009-10-19
000464707 KRISTINA JOY MATTHEWS Ceased 2009-10-01
000252676 SAM ROBERT MARTIN Current 2005-02-07
000227293 LACHLAN WILLIAM HARVEY Current 2003-04-01

Office Location

Locality UNLEY
State SA
Postcode 5061
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
RANGER FINANCIAL PLANNING PTY LTD 2018-01-09 Unley, SA 5061, Australia
MC PRACTICE CO. PTY. LTD. 2016-11-08 Unley, SA 5061, Australia
R.J.C. EVANS & CO. PTY. LIMITED 2016-05-02 Unley, SA 5061, Australia
NAVITUS PTY LTD 2012-11-23 Unley, SA 5061, Australia
OXFORD INSURANCE BROKERS PTY LTD 2004-03-26 Unley, SA 5061, Australia
COWDEN (S.A.) PTY. LTD. 2004-03-09 Unley, SA 5061, Australia

Financial services with the same locality

Service Name Issue Date Locality
RANGER FINANCIAL PLANNING PTY LTD 2018-01-09 Unley, SA 5061, Australia
MC PRACTICE CO. PTY. LTD. 2016-11-08 Unley, SA 5061, Australia
R.J.C. EVANS & CO. PTY. LIMITED 2016-05-02 Unley, SA 5061, Australia
NAVITUS PTY LTD 2012-11-23 Unley, SA 5061, Australia
OXFORD INSURANCE BROKERS PTY LTD 2004-03-26 Unley, SA 5061, Australia
COWDEN (S.A.) PTY. LTD. 2004-03-09 Unley, SA 5061, Australia

Competitor

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Postal Code 5061

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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.