SELF FUNDED RETIREMENT PLANNERS PTY LTD


Address: East Perth, WA 6004, Australia

SELF FUNDED RETIREMENT PLANNERS PTY LTD (Licence# 000229456) 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 SELF FUNDED RETIREMENT PLANNERS PTY LTD
Licence Number 000229456
Licence ABN 69093267531
Issue Date 2003-07-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 207409
Locality EAST PERTH
State WA
Postcode 6004
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;
    • derivatives limited to:
      • old law securities options contracts and warrants;
    • 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:
    • 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 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
000299959 JANE WILSON Ceased 2012-01-02
001006848 SAIFUL HAQUE Ceased 2010-03-10
000237138 SAIFUL HAQUE Ceased 2010-03-10
000324235 PAUL ALEX HARRISON Ceased 2009-11-10
000295700 DEAN SALVATORE SAMPSON Current 2005-11-09
001006622 DEAN SALVATORE SAMPSON Ceased 2005-11-09
000230508 GARTH HORACE ANTHONY LOVELACE Current 2003-07-01
000230509 STUART GLENN FULTON Ceased 2003-07-01
000230507 ANDREW NEIL PRINCE Ceased 2003-07-01
001006577 GARTH HORACE ANTHONY LOVELACE Ceased 2003-07-01

Office Location

Locality EAST PERTH
State WA
Postcode 6004
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
CAPITALQ SMSF SPECIALISTS PTY LTD 2017-02-20 East Perth, WA 6004, Australia
UP 2 DATE SUPERANNUATION PTY. LTD. 2016-05-10 East Perth, WA 6004, Australia
WESTCOURT PTY LTD 2016-05-06 East Perth, WA 6004, Australia
PURE STRATEGY PTY LTD 2011-05-18 East Perth, WA 6004, Australia
KNR INVESTMENTS PTY LTD 2010-07-30 East Perth, WA 6004, Australia
QUESTUS FUNDS MANAGEMENT LTD 2005-10-20 East Perth, WA 6004, Australia
TROTSYND PTY LTD 2004-04-27 East Perth, WA 6004, Australia
KSLCORP PTY LTD 2004-02-01 East Perth, WA 6004, Australia
QUESTUS CAPITAL SOLUTIONS LIMITED 2003-06-06 East Perth, WA 6004, Australia

Financial services with the same locality

Service Name Issue Date Locality
CAPITALQ SMSF SPECIALISTS PTY LTD 2017-02-20 East Perth, WA 6004, Australia
UP 2 DATE SUPERANNUATION PTY. LTD. 2016-05-10 East Perth, WA 6004, Australia
WESTCOURT PTY LTD 2016-05-06 East Perth, WA 6004, Australia
PURE STRATEGY PTY LTD 2011-05-18 East Perth, WA 6004, Australia
KNR INVESTMENTS PTY LTD 2010-07-30 East Perth, WA 6004, Australia
QUESTUS FUNDS MANAGEMENT LTD 2005-10-20 East Perth, WA 6004, Australia
TROTSYND PTY LTD 2004-04-27 East Perth, WA 6004, Australia
KSLCORP PTY LTD 2004-02-01 East Perth, WA 6004, Australia
QUESTUS CAPITAL SOLUTIONS LIMITED 2003-06-06 East Perth, WA 6004, Australia

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Postal Code 6004

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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.