MUTUAL TRUST PTY LTD


Address: Melbourne, VIC 3000, Australia

MUTUAL TRUST PTY LTD (Licence# 000234590) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is January 7, 2004.

Service Overview

Register Name AFS Licence
Licence Name MUTUAL TRUST PTY LTD
Licence Number 000234590
Licence ABN 71004285330
Issue Date 2004-01-07
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;
    • derivatives;
    • foreign exchange contracts;
    • life products limited to:
      • 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;
      • superannuation; and
      • financial products limited to:
    • miscellaneous financial investment products limited to MDA services;
  • 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:
      • derivatives; and
      • financial products limited to:
        • miscellaneous financial investment products limited to MDA 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;
      • deposit products other than basic deposit products;
      • derivatives;
      • foreign exchange contracts;
      • life products limited to:
        • 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;
  • provide the following custodial or depository services:
    • operate custodial or depository services other than investor directed portfolio services; and
      • provide traditional trustee company services:
        to retail and wholesale clients.

        Financial advisers

        Adviser Number Adviser Name Status Start Date
        001002534 MICHAEL COLES Current 2018-07-01
        001008092 SHANE MCGARRY Current 2018-07-01
        001246847 KATHRYN YOUNG Current 2018-07-01
        001251026 NATHAN RICE Current 2018-07-01
        001252954 MARK SANDS Current 2018-07-01
        001265661 DARLA JAN CRAVEN Current 2018-07-01
        001265724 BROOKE EDWARD CALDER Current 2018-07-01
        001265692 AARON VINEY Ceased 2018-07-01
        001249739 PAUL ZIELKE Current 2018-05-15
        001255261 SIMONE AMANDA ROUSE Current 2017-06-06

        Office Location

        Locality MELBOURNE
        State VIC
        Postcode 3000
        Country Australia

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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.