PETER VICKERS INSURANCE BROKERS PTY LTD

Address: Lindfield, NSW 2070, Australia

PETER VICKERS INSURANCE BROKERS PTY LTD (Licence# 000229302) 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 4, 2003.

Service Overview

Register Name AFS Licence
Licence Name PETER VICKERS INSURANCE BROKERS PTY LTD
Licence Number 000229302
Licence ABN 68074294081
Issue Date 2003-06-04
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
InsGen 20814
InsLif 90214
Locality LINDFIELD
State NSW
Postcode 2070
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 limited to:
      • basic deposit products;
    • deposit products other than basic deposit products;
    • general insurance 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; and
  • deal in a financial product by:
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • deposit and payment products limited to:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • general insurance 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
001266374 MARC LIEW Current 2018-07-17
001254484 SHOBHANA PATEL Current 2017-05-09
000245000 PAUL LEVY Ceased 2016-08-15
000432194 MATTHEW JAMES VICKERS Current 2015-03-23
001006505 AYLIN KARAHANGIL Ceased 2014-04-01
001001676 JOSEPH STAUB Ceased 2011-05-19
001001710 ELESA DWYER Ceased 2011-03-16
001001679 NAOMI BRANDON Current 2011-03-01
001001645 HEATHER LEUNG Current 2011-01-03
000230136 PETER GEORGE VICKERS Current 2006-11-30

Office Location

Locality LINDFIELD
State NSW
Postcode 2070
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
DAY STREET ADVISORS PTY LTD 2017-04-20 Lindfield, NSW 2070, Australia
ZUO, MING 2017-03-01 Lindfield, NSW 2070, Australia
LI, QIONG 2017-02-22 Lindfield, NSW 2070, Australia
TEAMINVEST PTY LTD 2009-03-31 Lindfield, NSW 2070, Australia
BARRISTERS' SICKNESS & ACCIDENT FUND PTY LTD 2004-03-08 Lindfield, NSW 2070, Australia
OSMAN INSURANCE BROKERS PTY LTD 2004-02-09 Lindfield, NSW 2070, Australia
GLOBAL CAPITAL RESOURCES PTY. LTD. 2004-01-20 East Lindfield, NSW 2070, Australia

Financial services with the same locality

Service Name Issue Date Locality
DAY STREET ADVISORS PTY LTD 2017-04-20 Lindfield, NSW 2070, Australia
ZUO, MING 2017-03-01 Lindfield, NSW 2070, Australia
LI, QIONG 2017-02-22 Lindfield, NSW 2070, Australia
TEAMINVEST PTY LTD 2009-03-31 Lindfield, NSW 2070, Australia
BARRISTERS' SICKNESS & ACCIDENT FUND PTY LTD 2004-03-08 Lindfield, NSW 2070, Australia
OSMAN INSURANCE BROKERS PTY LTD 2004-02-09 Lindfield, NSW 2070, Australia

Competitor

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Postal Code 2070

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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.