IPAC SECURITIES LIMITED


Address: Sydney, NSW 2000, Australia

IPAC SECURITIES LIMITED (Licence# 000234656) 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 1, 2004.

Service Overview

Register Name AFS Licence
Licence Name IPAC SECURITIES LIMITED
Licence Number 000234656
Licence ABN 30008587595
Issue Date 2004-01-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 010835
InsLif 90151
Locality SYDNEY
State NSW
Postcode 2000
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;
    • 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; 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;
      • derivatives;
      • 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;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001256419 JING BAO Current 2018-08-21
001266000 KRISTI-ANNE LANGTREE Current 2018-07-16
000250532 KEIRAN MURPHY Current 2018-07-02
001004382 JIAN YI LAO Current 2018-07-02
001263219 GRACE EDITH MURPHY Current 2018-07-02
001265465 MICHAEL JOHN SIMMONS Current 2018-06-28
001265336 MATTHEW THOMAS ECCLES Current 2018-06-25
001258071 ASHISH POUDEL Current 2018-03-28
001258148 NICHOLAS TERRENCE FISH Current 2018-03-22
000387950 BILL PATTERSON Current 2018-02-12

Office Location

Locality SYDNEY
State NSW
Postcode 2000
Country Australia

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HALO FINANCIAL SERVICES PTY LTD 2018-07-13 Sydney, NSW 2000, Australia
SAFE2PAY PTY LIMITED 2018-07-12 Sydney, NSW 2000, Australia
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HUNT PROSPERITY PTY LTD 2018-07-03 Sydney, NSW 2000, Australia
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FUTURE INSURANCE GROUP INTERNATIONAL PTY LTD 2018-07-02 Sydney, NSW 2000, Australia

Competitor

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Postal Code 2000

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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.