PERSONAL PORTFOLIO ONLINE PTY LTD


Address: Frankston, VIC 3199, Australia

PERSONAL PORTFOLIO ONLINE PTY LTD (Licence# 000227928) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is January 20, 2004.

Service Overview

Register Name AFS Licence
Licence Name PERSONAL PORTFOLIO ONLINE PTY LTD
Licence Number 000227928
Licence ABN 14005552303
Issue Date 2004-01-20
Locality FRANKSTON
State VIC
Postcode 3199
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:
    • deposit and payment products limited to:
      • basic deposit products;
    • deposit products other than basic deposit 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;
      • securities;
      • standard margin lending facility; and
      • superannuation; 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:
        • investor directed portfolio services; 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;
      • deposit products other than basic deposit 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 limited to:
        • investor directed portfolio services;
      • securities;
      • standard margin lending facility; and
      • superannuation;
to retail and wholesale clients.

Office Location

Locality FRANKSTON
State VIC
Postcode 3199
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
SHEPARD WEBSTER & O'NEILL ADVISORY SERVICES PTY LTD 2016-09-16 Frankston, VIC 3199, Australia
THE INTELLIGENT FINANCIAL GROUP PTY LTD 2016-08-17 Frankston, VIC 3199, Australia
HARPER FINANCIAL GROUP PTY. LTD. 2007-06-29 Frankston, VIC 3199, Australia
BRUCE PARK PTY LTD 2004-03-05 Frankston, VIC 3199, Australia
POLLARD ADVISORY SERVICES PTY. LTD. 2004-03-01 Frankston, VIC 3199, Australia
FLINDERS PARTNERS FINANCIAL SERVICES PTY LTD 2003-07-10 Frankston, VIC 3199, Australia
THE INTELLIGENT FINANCIAL SERVICES GROUP PTY LTD 2003-05-08 Frankston, VIC 3199, Australia

Financial services with the same locality

Service Name Issue Date Locality
SHEPARD WEBSTER & O'NEILL ADVISORY SERVICES PTY LTD 2016-09-16 Frankston, VIC 3199, Australia
THE INTELLIGENT FINANCIAL GROUP PTY LTD 2016-08-17 Frankston, VIC 3199, Australia
HARPER FINANCIAL GROUP PTY. LTD. 2007-06-29 Frankston, VIC 3199, Australia
BRUCE PARK PTY LTD 2004-03-05 Frankston, VIC 3199, Australia
POLLARD ADVISORY SERVICES PTY. LTD. 2004-03-01 Frankston, VIC 3199, Australia
FLINDERS PARTNERS FINANCIAL SERVICES PTY LTD 2003-07-10 Frankston, VIC 3199, Australia
THE INTELLIGENT FINANCIAL SERVICES GROUP PTY LTD 2003-05-08 Frankston, VIC 3199, Australia

Competitor

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Postal Code 3199

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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.