PPF ASSET MANAGEMENT LIMITED


Address: South Wharf, VIC 3006, Australia

PPF ASSET MANAGEMENT LIMITED (Licence# 000229696) 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 13, 2003.

Service Overview

Register Name AFS Licence
Licence Name PPF ASSET MANAGEMENT LIMITED
Licence Number 000229696
Licence ABN 87099091960
Issue Date 2003-06-13
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 217991
Locality SOUTH WHARF
State VIC
Postcode 3006
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;
    • foreign exchange contracts;
    • 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 excluding investor directed portfolio services;
    • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
    • securities; and
    • superannuation;
  • 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:
      • derivatives;
      • foreign exchange contracts; and
      • interests in managed investment schemes limited to:
        • own managed investment scheme only;
    • 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;
      • derivatives;
      • foreign exchange contracts;
      • general insurance products;
      • securities;
      • 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 excluding investor directed portfolio services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997); and
      • superannuation;
    • arranging for another person to issue, vary or dispose of a financial product in respect of the following classes of financial products:
      • securities; and
      • interests in managed investment schemes excluding investor directed portfolio services;
    • underwriting:
      • interests in managed investment schemes; and
      • an issue of securities;
  • operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
    • "PPF Enhanced Income Fund" scheme (ARSN: 099 838 061),
    • a scheme which only holds the following types of property:
      • derivatives;
      • financial assets; and
      • mortgages;
    • "PPF Diversified Growth Fund" scheme (ARSN: 099 838 016),
    • a scheme which only holds the following types of property:
      • derivatives;
      • direct real property;
      • financial assets; and
      • mortgages
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000252549 EUGENIO FERLA Current 2003-12-17
000230281 PAUL PETER FERLA Current 2003-06-14

Office Location

Locality SOUTH WHARF
State VIC
Postcode 3006
Country Australia

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Competitor

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Postal Code 3006

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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.