ABC FINANCIAL PLANNING PTY LTD


Address: Fortitude Valley, QLD 4006, Australia

ABC FINANCIAL PLANNING PTY LTD (Licence# 000226470) 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 11, 2003.

Service Overview

Register Name AFS Licence
Licence Name ABC FINANCIAL PLANNING PTY LTD
Licence Number 000226470
Licence ABN 32097647062
Issue Date 2003-03-11
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 214901
InsLif 90496
Locality FORTITUDE VALLEY
State QLD
Postcode 4006
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; 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000227018 MATTHEW JAMES HANSEN Current 2003-03-11
000227019 ADAM JONATHAN HANSEN Current 2003-03-11
000227020 CHRISTOPHER PAUL ARNOLD Current 2003-03-11

Office Location

Locality FORTITUDE VALLEY
State QLD
Postcode 4006
Country Australia

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Competitor

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Postal Code 4006

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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.