AXIS FINANCIAL GROUP PTY LTD


Address: Perth, WA 6000, Australia

AXIS FINANCIAL GROUP PTY LTD (Licence# 000233680) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is September 4, 2003.

Service Overview

Register Name AFS Licence
Licence Name AXIS FINANCIAL GROUP PTY LTD
Licence Number 000233680
Licence ABN 21092889579
Issue Date 2003-09-04
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
InsLif 90374
SecDlr 200773
Locality PERTH
State WA
Postcode 6000
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;
      • 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;
      • 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;
        • 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
000470001 MARTIN BRUCE WHEELER Current 2016-07-05
000432872 JOHN WILLIAM CURTIN Ceased 2015-05-25
000461180 GRANT ANTHONY DAUBENY Current 2014-07-01
000438254 ANDREW CONNORS Ceased 2013-04-01
000344095 JOHN CROWTHER MASKEW Current 2012-10-12
000238822 MICHAEL STEPHEN JAGIELLO Current 2012-10-10
000388087 JOSHUA ADAM TEH Ceased 2010-11-11
000282250 ROBERT MICHAEL GANDER Ceased 2010-07-01
000326851 JOHN HARTUS Current 2009-09-22
000278055 PETER JOHN CROWE Ceased 2008-11-07

Office Location

Locality PERTH
State WA
Postcode 6000
Country Australia

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ONEILL, PATRICK JOSEPH 2017-10-25 Perth, WA 6000, Australia
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KBI GROUP PTY LTD 2017-04-26 Perth, WA 6000, Australia
MOORE STEPHENS (WA) FINANCIAL SERVICES PTY LTD 2017-03-01 Perth, WA 6000, Australia
TAURUS HOLDINGS AUSTRALIA PTY LTD 2017-02-17 Perth, WA 6000, Australia
AXELROD CAPITAL INVESTMENT MANAGEMENT LIMITED 2017-02-16 Perth, WA 6000, Australia
MKT PTY LTD 2016-12-19 Perth, WA 6000, Australia
JINDALEE PARTNERS PTY LTD 2016-09-23 Perth, WA 6000, Australia
BURNS SIEBER FINANCIAL PLANNING PTY LTD 2016-06-24 Perth, WA 6000, Australia

Competitor

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Postal Code 6000

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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.