STATE TRUSTEES LIMITED


Address: Footscray, VIC 3011, Australia

STATE TRUSTEES LIMITED (Licence# 000238037) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is January 15, 2004.

Service Overview

Register Name AFS Licence
Licence Name STATE TRUSTEES LIMITED
Licence Number 000238037
Licence ABN 68064593148
Issue Date 2004-01-15
Locality FOOTSCRAY
State VIC
Postcode 3011
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;
    • 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; and
      • superannuation;
  • 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:
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; 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;
      • 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; and
        • superannuation;
  • operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
    • schemes which only hold the following types of property:
      • financial assets; and
      • provide the following custodial or depository services:
  • operate custodial or depository services other than investor directed portfolio services;
    to retail and wholesale clients.

    Financial advisers

    Adviser Number Adviser Name Status Start Date
    001002647 JOYIE CHOI Ceased 2009-08-01
    001241432 RAMI SARWAT ESKANDAR Ceased 2008-07-03
    001239779 GURUH SRIDEWA Ceased 2007-09-03
    000466677 STEVEN LESLIE TAYLOR Ceased 2004-02-09

    Office Location

    Locality FOOTSCRAY
    State VIC
    Postcode 3011
    Country Australia

    Financial services with the same postcode

    Service Name Issue Date Locality
    K.NGUYEN PTY LTD 2017-03-09 Footscray, VIC 3011, Australia
    FUND INVESTMENT PROJECTS PTY LTD 2016-09-20 Footscray, VIC 3011, Australia
    COLLINS FINANCIAL PLANNING PTY. LTD 2003-06-10 Footscray, VIC 3011, Australia

    Financial services with the same locality

    Service Name Issue Date Locality
    K.NGUYEN PTY LTD 2017-03-09 Footscray, VIC 3011, Australia
    FUND INVESTMENT PROJECTS PTY LTD 2016-09-20 Footscray, VIC 3011, Australia
    COLLINS FINANCIAL PLANNING PTY. LTD 2003-06-10 Footscray, VIC 3011, Australia

    Financial services with the same country

    Service Name Issue Date Locality
    BURNHAM FUNDS MANAGEMENT PTY LTD 2018-08-01 South Melbourne, VIC 3205, Australia
    CEDAR ASSET MANAGEMENT PTY LTD 2018-07-30 Sydney, NSW 2000, Australia
    SIA FUNDS MANAGEMENT PTY LTD 2018-07-30 Glenunga, SA 5064, Australia
    CAMPASPE FINANCIAL SERVICES PTY LTD 2018-07-30 Echuca, VIC 3564, Australia
    PK INSURANCE BROKERS PTY LTD 2018-07-27 Penrith, NSW 2750, Australia
    BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
    MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
    AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
    ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
    FORTY SEVEN GROUP PTY LTD 2018-07-19 Innaloo, WA 6018, Australia

    Competitor

    Search similar business entities

    Postal Code 3011

    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.