INDUSTRY FUND SERVICES LIMITED


Address: Melbourne, VIC 3000, Australia

INDUSTRY FUND SERVICES LIMITED (Licence# 000232514) 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 8, 2003.

Service Overview

Register Name AFS Licence
Licence Name INDUSTRY FUND SERVICES LIMITED
Licence Number 000232514
Licence ABN 54007016195
Issue Date 2003-10-08
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 079943
Locality MELBOURNE
State VIC
Postcode 3000
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;
    • 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;
      • securities;
      • standard margin lending facility; 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:
      • interests in managed investment schemes including:
        • investor directed portfolio services; and
        • 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;
      • 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;
        • securities;
        • standard margin lending facility; and
        • superannuation; and
  • operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
    • "Industry Fund Portfolio Service" scheme (ARSN: 156 619 340),
    • an IDPS-like scheme;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000440601 HENRIQUE LEONG Current 2018-08-27
001267082 CHARLES HORDERN-GIBBINGS Current 2018-08-27
001267097 SIGRID LARSEN Current 2018-08-27
001266943 JESSICA FRY Current 2018-08-22
001266669 DIMITRIOS MARAMIS Current 2018-08-09
000302616 MARK JEFFERY VINCENT Current 2018-06-07
001005603 MATTHEW PAUL STRICKLAND Current 2018-05-10
001004965 LOUIS LIN Current 2018-03-26
001003438 SHANNON WILLIAM GARDNER Current 2018-03-14
001002837 ADAM FROST Current 2018-02-21

Office Location

Locality MELBOURNE
State VIC
Postcode 3000
Country Australia

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Competitor

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Postal Code 3000

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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.