TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD.

Address: Bentleigh, VIC 3204, Australia

TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD. (Licence# 000230458) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is October 1, 2003.

Service Overview

Register Name AFS Licence
Licence Name TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD.
Licence Number 000230458
Licence ABN 12062230424
Issue Date 2003-10-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 070518
InsLif 90161
Locality BENTLEIGH
State VIC
Postcode 3204
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;
      • 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 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
000237758 JOHN PATRICK MCINERNEY Current 2003-10-01
000237760 GEORGIE MORRIS Current 2003-10-01
000237762 RICHARD PAWLIK Current 2003-10-01
000238387 ROBERT WALDRON Current 2003-10-01
000237759 PAUL FRANCIS MC INERNEY Ceased 2003-10-01
000237761 HELEN SJOGREN Ceased 2003-10-01

Office Location

Locality BENTLEIGH
State VIC
Postcode 3204
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
ARGENT INSURANCE BROKERS PTY LTD 2017-07-03 Bentleigh, VIC 3204, Australia
CK SHINE PTY LTD 2016-06-22 Bentleigh, VIC 3204, Australia
DODGE, WALTER 2004-03-10 Ormond, VIC 3204, Australia
MALCOLM HUTSON & ASSOCIATES PTY. LTD. 2004-03-01 Ormond, VIC 3204, Australia
KISCO PTY. LTD. 2004-02-24 Bentleigh, VIC 3204, Australia
M & R INSURANCE BROKERS PTY. LTD. 2003-12-25 Bentleigh, VIC 3204, Australia
TAG INSURANCE BROKERS PTY LTD 2003-08-30 Bentleigh, VIC 3204, Australia
PROFESSIONAL INSURANCE BROKERS (MCKINNON) PTY LTD 2003-05-29 Mckinnon, VIC 3204, Australia

Financial services with the same locality

Service Name Issue Date Locality
ARGENT INSURANCE BROKERS PTY LTD 2017-07-03 Bentleigh, VIC 3204, Australia
CK SHINE PTY LTD 2016-06-22 Bentleigh, VIC 3204, Australia
KISCO PTY. LTD. 2004-02-24 Bentleigh, VIC 3204, Australia
M & R INSURANCE BROKERS PTY. LTD. 2003-12-25 Bentleigh, VIC 3204, Australia
TAG INSURANCE BROKERS PTY LTD 2003-08-30 Bentleigh, VIC 3204, Australia

Competitor

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Postal Code 3204

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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.