LINK FINANCIAL SERVICES PTY LTD

Address: Caulfield North, VIC 3161, Australia

LINK FINANCIAL SERVICES PTY LTD (Licence# 000239929) 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 4, 2003.

Service Overview

Register Name AFS Licence
Licence Name LINK FINANCIAL SERVICES PTY LTD
Licence Number 000239929
Licence ABN 11106171742
Issue Date 2003-12-04
Locality CAULFIELD NORTH
State VIC
Postcode 3161
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
000303262 MARK TSAKMAKIS Current 2006-07-30
000230584 BENJAMIN KOHN Current 2003-12-17

Office Location

Locality CAULFIELD NORTH
State VIC
Postcode 3161
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
AGM MARKETS PTY LTD 2012-10-02 Caulfield North, VIC 3161, Australia
GUESTS SUPERANNUATION SERVICES PTY. LTD. 2004-03-01 Caulfield North, VIC 3161, Australia

Financial services with the same locality

Service Name Issue Date Locality
AGM MARKETS PTY LTD 2012-10-02 Caulfield North, VIC 3161, Australia
GUESTS SUPERANNUATION SERVICES PTY. LTD. 2004-03-01 Caulfield North, VIC 3161, Australia

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Competitor

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Postal Code 3161

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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.