IMB FINANCIAL PLANNING LIMITED


Address: Wollongong, NSW 2500, Australia

IMB FINANCIAL PLANNING LIMITED (Licence# 000234660) 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 IMB FINANCIAL PLANNING LIMITED
Licence Number 000234660
Licence ABN 23094730195
Issue Date 2004-01-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 211446
Locality WOLLONGONG
State NSW
Postcode 2500
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;
      • 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;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001261998 BRADLEY OWEN MULLEY Current 2018-02-16
001258643 MELISSA THERESE WELLS Ceased 2017-09-25
001249904 MICHAEL LEHNER Ceased 2016-11-22
001247976 JINGJING (CATHERINE) YE Ceased 2016-09-19
001001258 IBRAHIM IBRAHIM Ceased 2014-09-08
001001259 GUS WILLIAM ERIC FLACK Ceased 2014-05-01
001001260 ROBERT MICHAEL WESTON Current 2014-02-17
000245264 JOANNE MATIA MATTHEWS Ceased 2012-06-04
001001257 DEWALD BURGER Current 2012-02-13
000327836 TOM GELEVSKI Ceased 2011-08-02

Office Location

Locality WOLLONGONG
State NSW
Postcode 2500
Country Australia

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AUSTRALIAN FINANCIAL FREEDOM PTY LTD 2016-06-02 Wollongong, NSW 2500, Australia
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WISEMAN FINANCIAL SERVICES PTY LTD 2015-03-19 Wollongong, NSW 2500, Australia
BLUE CHIP SUPER PTY LTD 2014-03-27 Wollongong, NSW 2500, Australia
HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD 2012-05-03 Wollongong, NSW 2500, Australia
DOMINION ADMIN SERVICES PTY LTD 2009-02-05 Wollongong, NSW 2500, Australia
IMB SECURITISATION SERVICES PTY LIMITED 2005-08-19 Wollongong, NSW 2500, Australia
LEVEL ONE FINANCIAL PLANNING PTY LTD 2004-10-05 Wollongong, NSW 2500, Australia
LYSAGHT CREDIT UNION LTD 2004-03-11 Wollongong, NSW 2500, Australia
COMMUNITY ALLIANCE CREDIT UNION LIMITED 2004-03-01 Wollongong, NSW 2500, Australia

Competitor

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Postal Code 2500

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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.