FINANCIAL SERVICES PARTNERS PTY LIMITED

Address: Sydney, NSW 2000, Australia

FINANCIAL SERVICES PARTNERS PTY LIMITED (Licence# 000237590) 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 1, 2003.

Service Overview

Register Name	AFS Licence
Licence Name	FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence Number	000237590
Licence ABN	15089512587
Issue Date	2003-10-01
Pre FSR	Pre FSR (Financial Services Reform) Role and Licence Number: SecDlr 191948 InsLif 90416
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 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; 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 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
000267291	SUZANNE FRANCES WOOD	Current	2018-08-30
001266256	SAMANTHA SZE MAN SUN	Current	2018-07-25
001265996	ANGELO CHRISTOPHER ZERELLA	Current	2018-07-16
001251286	SUGANESH KUMAR KUMANAN	Current	2018-06-29
000414199	STEPHANIE PATRICK	Current	2018-05-23
001003525	ROBERT ANDREW CREELEY	Current	2018-02-01
001003334	ROBYN VAN ROOY	Current	2017-11-13
001006100	ANGELOS LYSIKATOS	Current	2017-11-13
000266776	LYNDA HILLS	Current	2017-09-08
000266778	STEVEN GREENHAM	Current	2017-09-08

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.