ORD MINNETT FINANCIAL PLANNING PTY LIMITED


Address: Sydney, NSW 2000, Australia

ORD MINNETT FINANCIAL PLANNING PTY LIMITED (Licence# 000237122) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is December 15, 2003.

Service Overview

Register Name AFS Licence
Licence Name ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Licence Number 000237122
Licence ABN 31066414613
Issue Date 2003-12-15
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 082664
InsLif 90169
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;
    • 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;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • 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;
      • 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;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001005194 JOHN MARR Current 2018-07-24
001266123 VERA LIN Current 2018-07-19
001005285 MATTHEW SONNEMANN Current 2018-07-05
001005060 JOHN BLAND Current 2018-06-12
001005162 DEBRA HUNTLEY Current 2018-06-12
001005122 GREG CROWE Current 2018-06-01
001261638 HONG WEI Current 2018-02-01
001006237 JAMES JONATHAN MORGAN Current 2017-10-16
001004532 GEORGE ALEXANDER GLADSTONE Current 2017-10-05
001254741 ANDREW ZANNETTIDES Current 2017-07-24

Office Location

Locality SYDNEY
State NSW
Postcode 2000
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
CEDAR ASSET MANAGEMENT PTY LTD 2018-07-30 Sydney, NSW 2000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
QUINTET PARTNERS PTY LTD 2018-07-17 Sydney, NSW 2000, Australia
HALO FINANCIAL SERVICES PTY LTD 2018-07-13 Sydney, NSW 2000, Australia
SAFE2PAY PTY LIMITED 2018-07-12 Sydney, NSW 2000, Australia
WEL-LINK FUNDS PTY LTD 2018-07-06 Sydney, NSW 2000, Australia
HUNT PROSPERITY PTY LTD 2018-07-03 Sydney, NSW 2000, Australia
CROWD88 PTY LTD 2018-07-03 Sydney, NSW 2000, Australia
FUTURE INSURANCE GROUP INTERNATIONAL PTY LTD 2018-07-02 Sydney, NSW 2000, Australia

Competitor

Search similar business entities

Postal Code 2000

Improve Information

Please comment or provide details below to improve the information on .

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.