CAPITAL PARTNERS CONSULTING PTY LTD


Address: West Perth, WA 6005, Australia

CAPITAL PARTNERS CONSULTING PTY LTD (Licence# 000227148) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is July 1, 2003.

Service Overview

Register Name AFS Licence
Licence Name CAPITAL PARTNERS CONSULTING PTY LTD
Licence Number 000227148
Licence ABN 27086670788
Issue Date 2003-07-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 187911
InsLif 90296
Locality WEST PERTH
State WA
Postcode 6005
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;
      • superannuation; and
      • financial products limited to miscellaneous financial investment products limited to managed investment warrants:
    • to which the definition of derivative in subsection 761D(1) applies that is a financial product of the kind referred to in subparagraph 764A(1)(b)(ii) or 764A(1)(ba)(ii); and
    • that is transferable; and
    • that is a warrant as defined in the ASX Operating Rules that has been admitted by the ASX to trading status on a financial market of the ASX; 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;
        • superannuation; and
        • financial products limited to miscellaneous financial investment products limited to managed investment warrants:
      • to which the definition of derivative in subsection 761D(1) applies that is a financial product of the kind referred to in subparagraph 764A(1)(b)(ii) or 764A(1)(ba)(ii); and
      • that is transferable; and
      • that is a warrant as defined in the ASX Operating Rules that has been admitted by the ASX to trading status on a financial market of the ASX;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000433262 STEVEN GREGORY BOYCE Current 2015-02-23
001005110 JOHN LESLIE RYAN Current 2014-10-08
001005113 SOPHORN HAK Current 2014-07-28
001005115 LUKE TOWERS Ceased 2014-07-28
001005114 SONG ZHEN GOH Ceased 2014-07-28
000308940 SERENA WEST Current 2014-05-15
001005111 KATHRYN CREASY Current 2014-04-14
000306057 JAMES HEATH MCLEOD Current 2012-07-01
001005112 DAMON PAUL SUGDEN Current 2012-07-01
001005109 MICHAEL OLIVER HAYWARD Current 2008-09-23

Office Location

Locality WEST PERTH
State WA
Postcode 6005
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
PRIORITY WEALTH ADVISERS PTY LTD 2018-07-03 West Perth, WA 6005, Australia
MAVCO INSURANCE GROUP AUSTRALIA PTY LTD 2018-02-28 West Perth, WA 6005, Australia
GLOBE FINANCIAL PLANNING PTY LTD 2017-12-22 West Perth, WA 6005, Australia
REDHILL PROPERTY PARTNERS PTY LTD 2017-12-19 West Perth, WA 6005, Australia
M.ADAMSON & A.CROSS 2017-11-16 West Perth, WA 6005, Australia
DISCOVERY CAPITAL PARTNERS PTY LTD 2017-08-18 West Perth, WA 6005, Australia
INSPIRED FINANCIAL GROUP PTY LTD 2017-07-03 West Perth, WA 6005, Australia
KEY FINANCIAL PARTNERS PTY LTD 2017-04-28 West Perth, WA 6005, Australia
CHIEFTAIN SECURITIES PTY LTD 2017-04-05 West Perth, WA 6005, Australia
ASHANTI CAPITAL PTY LTD 2017-03-20 West Perth, WA 6005, Australia

Competitor

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Postal Code 6005

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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.