PARKSIDE INVESTORPLUS SOLUTIONS PTY LIMITED


Address: Castle Hill, NSW 2154, Australia

PARKSIDE INVESTORPLUS SOLUTIONS PTY LIMITED (Licence# 000225920) 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 6, 2003.

Service Overview

Register Name AFS Licence
Licence Name PARKSIDE INVESTORPLUS SOLUTIONS PTY LIMITED
Licence Number 000225920
Licence ABN 28003884651
Issue Date 2003-03-06
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 011624
Locality CASTLE HILL
State NSW
Postcode 2154
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
000291437 MICHAEL JOHN DONALDSON Current 2017-09-11
000283837 SEBASTIAN VRANKEN Current 2017-04-03
001005883 CHRISTOPHER JONES Current 2016-09-27
000289346 GRAHAME CLEGG Ceased 2005-06-01
000230642 WAYNE BILLINGTON Current 2003-07-01
000230645 CHRISTINE BRITT-LEWIS Current 2003-07-01

Office Location

Locality CASTLE HILL
State NSW
Postcode 2154
Country Australia

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METRISCOPE FINANCIAL PTY LTD 2016-05-18 Castle Hill, NSW 2154, Australia
SUPERWISE FINANCIAL SERVICES PTY LTD 2011-11-18 Castle Hill, NSW 2154, Australia
FINSURA INSURANCE BROKING (AUSTRALIA) PTY LTD 2004-03-10 Castle Hill, NSW 2154, Australia
BERKREY INSURANCE CONSULTANTS PTY. LIMITED 2003-12-29 Castle Hill, NSW 2154, Australia
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Competitor

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Postal Code 2154

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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.