MAP FINANCIAL PLANNING PTY LTD


Address: Sydney, NSW 2000, Australia

MAP FINANCIAL PLANNING PTY LTD (Licence# 000239117) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 24, 2003.

Service Overview

Register Name AFS Licence
Licence Name MAP FINANCIAL PLANNING PTY LTD
Licence Number 000239117
Licence ABN 91090411537
Issue Date 2003-11-24
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 194381
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
001006630 DAYNE NEWEL LYTRAS Ceased 2014-09-15
000398138 GAVIN PATRICK RYAN Ceased 2013-04-08
000275004 WAYNE LESLIE TYLEY Ceased 2013-04-08
000341165 CHRISTINE MARY BELL Ceased 2013-04-08
000343126 PAUL HODGSON Ceased 2012-10-24
000316789 SIMON JAMES GAGLIARDI Ceased 2011-10-18
000412278 SAMUEL ROBERT PATTERSON Ceased 2011-10-05
000401007 JOANNE MAY STENZEL Ceased 2011-02-28
000396528 DEREK DAVID SAMS Ceased 2011-01-19
000239501 BENJAMIN TRAVERS Ceased 2011-01-03

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.