BAILEY ROBERTS GROUP PTY. LIMITED


Address: Wollongong, NSW 2500, Australia

BAILEY ROBERTS GROUP PTY. LIMITED (Licence# 000235656) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is October 14, 2003.

Service Overview

Register Name AFS Licence
Licence Name BAILEY ROBERTS GROUP PTY. LIMITED
Licence Number 000235656
Licence ABN 30096205604
Issue Date 2003-10-14
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
InsLif 90478
SecDlr 213156
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;
      • securities;
      • standard margin lending facility;
      • superannuation; and
      • financial products limited to:
    • miscellaneous financial investment products limited to MDA services; 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:
      • 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;
      • 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001251926 YU ZHANG Ceased 2017-02-13
000273263 TERRY GREETHAM Current 2016-07-20
000273263 TERRY GREETHAM Ceased 2016-07-18
000458494 MARK HARDICK Ceased 2016-05-21
000323726 IAN ROY BAILEY Current 2016-02-04
000323828 MICHAEL ROBERTS Current 2016-02-04
000458494 MARK HARDICK Ceased 2016-02-04
000253824 ROY TODARELLO Ceased 2016-02-04
000431184 LEITH ANTHONY THOMAS Ceased 2016-02-04
000253824 ROY TODARELLO Ceased 2014-05-26

Office Location

Locality WOLLONGONG
State NSW
Postcode 2500
Country Australia

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HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD 2012-05-03 Wollongong, NSW 2500, Australia
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LEVEL ONE FINANCIAL PLANNING PTY LTD 2004-10-05 Wollongong, NSW 2500, Australia
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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.