PERPETUAL TRUSTEE COMPANY LIMITED


Address: Sydney, NSW 2000, Australia

PERPETUAL TRUSTEE COMPANY LIMITED (Licence# 000236643) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is March 10, 2004.

Service Overview

Register Name AFS Licence
Licence Name PERPETUAL TRUSTEE COMPANY LIMITED
Licence Number 000236643
Licence ABN 42000001007
Issue Date 2004-03-10
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 011114
InsLif 90231
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;
    • foreign exchange contracts;
    • 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;
      • interests in managed investment schemes limited to:
      • MDA services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility;
      • superannuation; and
      • financial products limited to:
    • miscellaneous financial investment products limited to MDA services;
  • 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:
      • deposit and payment products limited to:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • derivatives;
      • foreign exchange contracts;
      • 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;
        • interests in managed investment schemes limited to:
        • MDA services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • superannuation; and
        • 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;
      • derivatives;
      • foreign exchange contracts;
      • 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;
        • interests in managed investment schemes limited to:
        • MDA services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility;
        • superannuation; and
        • financial products limited to:
      • miscellaneous financial investment products limited to MDA services;
  • provide the following custodial or depository services:
    • operate investor directed portfolio services (each of which is referred to as the IDPS); and
      • 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
          001007609 SIMON ROGERS Current 2018-07-31
          001263994 KABILAN MURUGANANTHAN Current 2018-05-03
          001263764 RUBY PIETY HAASE Current 2018-04-24
          000249108 FRANCOIS LEONARDO PETITTO Current 2018-02-28
          001247462 DAVID JOHN HURLEY Current 2018-01-04
          000466048 MICHAEL JOHN TURNER Current 2017-11-20
          001236009 BO RAM CHOI Current 2017-10-31
          001236885 KATHERINE LOUISE PANCARI Current 2017-10-24
          001002362 ROBERT WOODFORD Current 2017-07-28
          001258914 PHILLIP NICOLAS BURES Current 2017-07-03

          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.