LIPMAN BURGON AND PARTNERS PTY LIMITED


Address: Sydney, NSW 2000, Australia

LIPMAN BURGON AND PARTNERS PTY LIMITED (Licence# 000234972) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is February 16, 2004.

Service Overview

Register Name AFS Licence
Licence Name LIPMAN BURGON AND PARTNERS PTY LIMITED
Licence Number 000234972
Licence ABN 81070454787
Issue Date 2004-02-16
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 159411
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 limited to:
      • old law securities options contracts and warrants;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • life products limited to:
      • 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;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • securities;
      • standard margin lending facility; and
      • superannuation; and
  • 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 limited to:
        • old law securities options contracts and warrants; 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 limited to:
        • old law securities options contracts and warrants;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • life products limited to:
        • 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;
      • 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
001255830 NILAR ALOM ISPAHANY Current 2017-06-14
001255828 AILEEN FABJANCIC Ceased 2017-06-14
001252634 PAUL MARK SELIKMAN Current 2017-03-01
001000971 HEATH JULIUS UECKERMANN Current 2015-03-01
001000969 IAIN DAVIDSON Ceased 2013-07-01
001001329 HUY HUY LUU Ceased 2012-09-01
000433949 DAVID ISAACS Ceased 2010-01-01
000411005 MARTIN BECKER Ceased 2007-12-03
001001321 JEFFREY DAVID SALOMON Ceased 2007-01-08
001000965 ROBERT LIPMAN Current 2006-07-01

Office Location

Locality SYDNEY
State NSW
Postcode 2000
Country Australia

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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.