QUANTUM FINANCIAL SERVICES AUSTRALIA PTY. LIMITED


Address: Chatswood, NSW 2067, Australia

QUANTUM FINANCIAL SERVICES AUSTRALIA PTY. LIMITED (Licence# 000239200) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is December 17, 2003.

Service Overview

Register Name AFS Licence
Licence Name QUANTUM FINANCIAL SERVICES AUSTRALIA PTY. LIMITED
Licence Number 000239200
Licence ABN 75066749853
Issue Date 2003-12-17
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 082370
Locality CHATSWOOD
State NSW
Postcode 2067
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
001255874 CHRISTINE COSTA Current 2016-07-05
000237613 ROSEMARY ANNE SALWAY Ceased 2006-10-20
000303136 GAVIN WILLIAM BEECROFT Ceased 2006-07-06
000291576 TIMOTHY JOHN MACKAY Current 2005-08-03
000285008 JACQUELINE IRWIN Ceased 2005-01-21
000279844 BRIAN STUART PAULL Ceased 2004-06-23
000255930 VIRGINIA ANNE MACKAY Current 2004-01-07
000255933 CLAIRE LOUISE MACKAY Current 2004-01-07
000255929 WILLIAM MACKAY Ceased 2004-01-07

Office Location

Locality CHATSWOOD
State NSW
Postcode 2067
Country Australia

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LBW STRATEGIC PTY LTD 2017-03-09 Chatswood, NSW 2067, Australia
VCF CAPITAL PARTNERS PTY LIMITED 2016-12-21 Chatswood, NSW 2067, Australia
CARRUTHERS PTY LIMITED 2016-12-07 Chatswood, NSW 2067, Australia
HCG WEALTH PTY LIMITED 2016-10-04 Chatswood, NSW 2067, Australia
KEY SOLUTIONS GROUP (ACCOUNTANTS & BUSINESS CONSULTANTS) PTY LIMITED 2016-07-14 Chatswood, NSW 2067, Australia
SOFTCRAFT PTY LTD 2016-05-05 Chatswood, NSW 2067, Australia
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Competitor

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Postal Code 2067

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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.