AIA FINANCIAL SERVICES LIMITED


Address: Melbourne, VIC 3004, Australia

AIA FINANCIAL SERVICES LIMITED (Licence# 000231109) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is August 11, 2003.

Service Overview

Register Name AFS Licence
Licence Name AIA FINANCIAL SERVICES LIMITED
Licence Number 000231109
Licence ABN 68008540252
Issue Date 2003-08-11
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 016190
Locality MELBOURNE
State VIC
Postcode 3004
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:
    • general insurance products;
    • 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; and
    • superannuation; and
  • 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:
      • general insurance products;
      • 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; and
      • superannuation; and
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
      • general insurance products;
      • 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; and
      • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000299296 GLENN DEAN BRAGANZA Ceased 2010-05-13
000319882 GREGORY BRETT STALLAN Ceased 2009-07-14
000319655 NATAN GOORJIAN Ceased 2009-07-06
000329009 EVAGELOS DOUNIS Ceased 2009-03-27
000233478 LUCIANA BENITA WAGG Ceased 2009-02-17
000233462 JAMES XIAO Ceased 2009-02-16
000233309 WEI QUN QIAN Ceased 2009-02-16
000326893 MARK WILLIAM DWYER Ceased 2008-06-19
000315755 TIFFANY JANE BERNARD Ceased 2008-06-15
000319910 KENNETH CHAMLIKA WEERASIRI Ceased 2007-11-21

Office Location

Locality MELBOURNE
State VIC
Postcode 3004
Country Australia

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BOUTIQUE WEALTH AUSTRALIA PTY. LTD. 2017-05-01 Melbourne, VIC 3004, Australia
SUPERFUND WORKS PTY. LTD. 2017-04-05 Melbourne, VIC 3004, Australia
ID FUNDS MANAGEMENT LIMITED 2017-03-29 Melbourne, VIC 3004, Australia
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DIXON AND DOSHI FINANCIAL SERVICES PTY LTD 2016-09-27 Melbourne, VIC 3004, Australia
TOWNSEND COBAIN PTY LTD 2016-09-15 Melbourne, VIC 3004, Australia
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Competitor

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Postal Code 3004

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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.