LANYON PARTNERS PRIVATE WEALTH PTY LTD


Address: Camberwell, VIC 3124, Australia

LANYON PARTNERS PRIVATE WEALTH PTY LTD (Licence# 000228914) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 16, 2003.

Service Overview

Register Name AFS Licence
Licence Name LANYON PARTNERS PRIVATE WEALTH PTY LTD
Licence Number 000228914
Licence ABN 77085878897
Issue Date 2003-05-16
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 214220
Locality CAMBERWELL
State VIC
Postcode 3124
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;
      • interests in managed investment schemes limited to:
      • MDA 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:
    • 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:
        • MDA 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 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
000340429 MARK PAUL BUISMAN Current 2018-05-14
001243030 ALEXANDER NAKONECHNYY Current 2018-04-30
001005902 JUDE RAMANATHAN Current 2018-02-21
001006271 DAVID CAMILO PEREZ ESTUPINAN Ceased 2017-03-27
000310619 GRAEME ALI Current 2017-01-01
001248691 IGOR MATESKI Ceased 2016-10-03
001246463 CRAIG NICHOLAS MONAGLE Ceased 2016-07-27
001246462 BERNARD JOHN FLYNN Ceased 2016-07-27
001246461 ENRICO LENZI Ceased 2016-07-27
001244320 TIMOTHY CRAIG KILHAM Ceased 2016-07-01

Office Location

Locality CAMBERWELL
State VIC
Postcode 3124
Country Australia

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KSR ACCOUNTING AFSL PTY LTD 2017-03-27 Camberwell, VIC 3124, Australia
PRIMECARE FINANCIAL PLANNING PTY. LTD. 2015-06-09 Camberwell, VIC 3124, Australia
PROFESSIONAL WOMENS INVESTMENT SERVICE PTY. LTD. 2010-07-27 Camberwell, VIC 3124, Australia
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LMI GROUP PTY LTD 2005-07-22 Camberwell, VIC 3124, Australia
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Competitor

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Postal Code 3124

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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.