BENDIGO FINANCIAL PLANNING LIMITED


Address: Docklands, VIC 3008, Australia

BENDIGO FINANCIAL PLANNING LIMITED (Licence# 000237898) 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 BENDIGO FINANCIAL PLANNING LIMITED
Licence Number 000237898
Licence ABN 81087585073
Issue Date 2004-02-16
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 188681
Locality DOCKLANDS
State VIC
Postcode 3008
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;
    • general insurance products limited to:
      • consumer credit 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;
      • 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:
    • arranging for another person to apply for, acquire, vary or dispose of financial products 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;
      • general insurance products limited to:
        • consumer credit 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;
        • 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
000424857 NEIL JAMES SPEIRS Current 2018-03-28
001258989 KHANH THUY THUC NGUYEN Current 2017-10-16
000232653 DANIEL LAWRENCE FINDLAY Current 2017-09-19
000249570 JAMES STEPHEN KEATING Current 2017-09-19
001002229 NATHAN MCDIVEN Current 2017-09-19
000442017 SAMADHI MEEPEGAMA Ceased 2017-09-14
001240489 MARK ANDREW THOMAS MONTEIRO Current 2017-08-29
001257193 LEIGH MARK WALLMAN Current 2017-08-08
000411525 ALEXANDER GUNNING Current 2017-07-10
000249049 WARWICK ALLEN LUFF Current 2016-11-14

Office Location

Locality DOCKLANDS
State VIC
Postcode 3008
Country Australia

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RAHALI CORPORATION PTY. LTD. 2010-05-31 Docklands, VIC 3008, Australia

Competitor

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Postal Code 3008

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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.