TUCKER MCNEIL PTY LIMITED


Address: Concord, NSW 2137, Australia

TUCKER MCNEIL PTY LIMITED (Licence# 000238191) 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 29, 2004.

Service Overview

Register Name AFS Licence
Licence Name TUCKER MCNEIL PTY LIMITED
Licence Number 000238191
Licence ABN 81004001469
Issue Date 2004-02-29
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
InsGen 20767
Locality CONCORD
State NSW
Postcode 2137
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:
    • general insurance products;
    • 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; 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:
      • general insurance products;
      • 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001001092 PETER CHAN Current 2004-03-26

Office Location

Locality CONCORD
State NSW
Postcode 2137
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
MKW HOLDINGS PTY LTD 2018-05-11 Concord, NSW 2137, Australia
POLLIFRONE, JAMES ANTHONY 2017-03-31 Concord, NSW 2137, Australia
FRONTIER WEALTH ADVISERS PTY. LTD. 2011-04-01 North Strathfield, NSW 2137, Australia
WIBLIN, MARTIN KENNETH 2004-01-31 Concord, NSW 2137, Australia

Financial services with the same locality

Service Name Issue Date Locality
MKW HOLDINGS PTY LTD 2018-05-11 Concord, NSW 2137, Australia
POLLIFRONE, JAMES ANTHONY 2017-03-31 Concord, NSW 2137, Australia
WIBLIN, MARTIN KENNETH 2004-01-31 Concord, NSW 2137, Australia

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Competitor

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Postal Code 2137

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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.