ALLIED FINANCIAL SOLUTIONS PTY LTD


Address: Port Melbourne, VIC 3207, Australia

ALLIED FINANCIAL SOLUTIONS PTY LTD (Licence# 000230172) 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 14, 2003.

Service Overview

Register Name AFS Licence
Licence Name ALLIED FINANCIAL SOLUTIONS PTY LTD
Licence Number 000230172
Licence ABN 37092222412
Issue Date 2003-07-14
Locality PORT MELBOURNE
State VIC
Postcode 3207
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;
    • 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;
    • 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;
      • 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;
      • standard margin lending facility; and
      • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001238674 KENNETH BRUCE HENNING Current 2016-01-01
000463063 THOMAS R V ATKINSON Current 2015-05-20
001008741 KYNAN DARRELL JONES Current 2015-05-20
000245748 GARRY JOHN O'BRIEN Current 2013-06-18

Office Location

Locality PORT MELBOURNE
State VIC
Postcode 3207
Country Australia

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Competitor

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Postal Code 3207

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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.