ABACUS FUNDS MANAGEMENT LIMITED

Address: Sydney, NSW 2000, Australia

ABACUS FUNDS MANAGEMENT LIMITED (Licence# 000227819) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is June 2, 2003.

Service Overview

Register Name AFS Licence
Licence Name ABACUS FUNDS MANAGEMENT LIMITED
Licence Number 000227819
Licence ABN 66007415590
Issue Date 2003-06-02
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 177485
Locality SYDNEY
State NSW
Postcode 2000
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide general financial product advice for the following classes of financial products:
    • interests in managed investment schemes limited to:
      • own managed investment scheme only;
    • securities; and
    • financial products limited to miscellaneous financial investment products limited to renounceable sales contracts;
    • financial products limited to miscellaneous financial investment products limited to an investment facility which:
      • interest is accrued on monies invested by a person on behalf of a third party; and
      • the monies in paragraph (A) are monies paid by a third party for the use of a deposit for the purchase of land; and
  • deal in a financial product by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; and
      • financial products limited to miscellaneous financial investment products limited to renounceable sales contracts;
      • financial products limited to miscellaneous financial investment products limited to an investment facility which:
        • interest is accrued on monies invested by a person on behalf of a third party; and
        • the monies in paragraph (1) are monies paid by a third party for the use of a deposit for the purchase of land; and
    • 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 limited to:
        • basic deposit products;
      • general insurance products;
      • interests in managed investment schemes excluding investor directed portfolio services;
      • securities; and
      • financial products limited to miscellaneous financial investment products limited to renounceable sales contracts;
      • financial products limited to miscellaneous financial investment products limited to an investment facility which:
        • interest is accrued on monies invested by a person on behalf of a third party; and
        • the monies in paragraph (1) are monies paid by a third party for the use of a deposit for the purchase of land; and
  • operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
    • schemes which only hold the following types of property:
      • direct real property;
      • financial assets; and
      • mortgages;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000432922 CHRISTOPHER MURPHY Ceased 2005-05-01

Office Location

Locality SYDNEY
State NSW
Postcode 2000
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
CEDAR ASSET MANAGEMENT PTY LTD 2018-07-30 Sydney, NSW 2000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
QUINTET PARTNERS PTY LTD 2018-07-17 Sydney, NSW 2000, Australia
HALO FINANCIAL SERVICES PTY LTD 2018-07-13 Sydney, NSW 2000, Australia
SAFE2PAY PTY LIMITED 2018-07-12 Sydney, NSW 2000, Australia
WEL-LINK FUNDS PTY LTD 2018-07-06 Sydney, NSW 2000, Australia
HUNT PROSPERITY PTY LTD 2018-07-03 Sydney, NSW 2000, Australia
CROWD88 PTY LTD 2018-07-03 Sydney, NSW 2000, Australia
FUTURE INSURANCE GROUP INTERNATIONAL PTY LTD 2018-07-02 Sydney, NSW 2000, Australia

Competitor

Search similar business entities

Postal Code 2000

Improve Information

Please comment or provide details below to improve the information on .

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.