AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD


Address: South Melbourne, VIC 3205, Australia

AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD (Licence# 000234459) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is December 12, 2003.

Service Overview

Register Name AFS Licence
Licence Name AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence Number 000234459
Licence ABN 26098725145
Issue Date 2003-12-12
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 217636
Locality SOUTH MELBOURNE
State VIC
Postcode 3205
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;
    • derivatives;
    • general insurance 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;
  • 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;
      • derivatives;
      • general insurance 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
  • provide the following custodial or depository services:
    • operate custodial or depository services limited to holding a group risk insurance contract issued by a life insurance company registered under section 17 of the Life Insurance Act 1995;
      to retail and wholesale clients.

      Financial advisers

      Adviser Number Adviser Name Status Start Date
      000327411 ANDREW BRONNEBERG Current 2018-07-17
      000406166 PAUL RICHARD YEOMAN Current 2018-07-17
      001002320 GABRIEL ORZOI Current 2018-07-04
      000309751 GEOFFREY ALAN IVANAC Current 2018-07-02
      000325482 NATHANIEL LUKE PETER CHELL Current 2018-06-26
      001247745 MELINDA ANNE REID Current 2018-06-26
      000302494 SHARLENE HALVORSEN Current 2018-06-20
      001265287 DANIEL LEE SILVESTRI Current 2018-06-20
      001264149 WILLIAM JACK KELLY Current 2018-05-18
      001264150 LYNDA MONIQUE SEXTON Current 2018-05-18

      Office Location

      Locality SOUTH MELBOURNE
      State VIC
      Postcode 3205
      Country Australia

      Financial services with the same postcode

      Service Name Issue Date Locality
      BURNHAM FUNDS MANAGEMENT PTY LTD 2018-08-01 South Melbourne, VIC 3205, Australia
      SUMO FINANCIAL SERVICES PTY LTD 2018-05-14 South Melbourne, VIC 3205, Australia
      FINWEALTH PTY LTD 2018-03-08 South Melbourne, VIC 3205, Australia
      AUSTRALIAN UNITY TRUSTEES LIMITED 2017-02-08 South Melbourne, VIC 3205, Australia
      DANIEL ALLISON & ASSOCIATES SUPERANNUATION PTY LTD 2017-01-10 South Melbourne, VIC 3205, Australia
      VALANT CAPITAL PTY. LTD. 2016-12-12 South Melbourne, VIC 3205, Australia
      JBS FINANCIAL STRATEGISTS PTY LTD 2016-08-01 South Melbourne, VIC 3205, Australia
      AUSTRALIAN UNITY INVESTMENT REAL ESTATE LIMITED 2015-09-09 South Melbourne, VIC 3205, Australia
      1 STEP INSURANCE PTY. LTD. 2015-07-24 South Melbourne, VIC 3205, Australia
      WEALTHBRIDGE FINANCIAL SERVICES PTY LTD 2015-07-22 South Melbourne, VIC 3205, Australia

      Competitor

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      Postal Code 3205

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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.