TASMANIAN PERPETUAL TRUSTEES LIMITED


Address: Hobart, TAS 7000, Australia

TASMANIAN PERPETUAL TRUSTEES LIMITED (Licence# 000234630) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 17, 2003.

Service Overview

Register Name AFS Licence
Licence Name TASMANIAN PERPETUAL TRUSTEES LIMITED
Licence Number 000234630
Licence ABN 97009475629
Issue Date 2003-11-17
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 070263
Locality HOBART
State TAS
Postcode 7000
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 including:
      • basic deposit products;
      • deposit products other than basic deposit products; and
      • non-cash payment 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:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • derivatives; and
      • 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 including:
        • basic deposit products;
        • deposit products other than basic deposit products; and
        • non-cash payment 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;
  • operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
    • schemes which only hold the following types of property:
      • financial assets; and
      • mortgages;
  • 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
        001240237 MATTHEW EDWARD KAYE Current 2016-03-17
        001239952 NIKOLAS STEVEN PREECE Current 2016-03-02
        001239477 ADAM JAMES DOUGLAS Current 2016-02-22
        001239327 RODNEY ARTHUR GARDINER Current 2016-02-15
        001237217 SHIREEN ROSEMARIE DIEZ Ceased 2015-11-09
        001236402 LONNIE JOHN WEEKS Current 2015-10-16
        001006251 BOYD HEATHER Ceased 2013-06-20
        001006696 TIFFANY JANE HARDWICK Current 2013-05-13
        001001380 TODD DAVID KENNEDY Current 2010-07-01
        001006249 COLIN DAVID GRANT Ceased 2010-07-01

        Office Location

        Locality HOBART
        State TAS
        Postcode 7000
        Country Australia

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        A.C.N. 153 702 008 PTY LTD 2013-01-23 Hobart, TAS 7000, Australia
        TASMANIAN INSURANCE BROKERS PTY LTD 2012-02-09 Hobart, TAS 7000, Australia
        MURDOCH CLARKE MORTGAGE MANAGEMENT LIMITED 2006-06-23 Hobart, TAS 7000, Australia
        QT INVESTMENT MANAGEMENT PTY LTD 2005-09-27 Hobart, TAS 7000, Australia
        CONNECT ASSET MANAGEMENT PTY LTD 2005-07-05 Hobart, TAS 7000, Australia
        QUADRANT FIRST PTY LTD 2005-03-24 Hobart, TAS 7000, Australia
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        Competitor

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        Postal Code 7000

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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.