AUSTRALIAN EXECUTOR TRUSTEES LIMITED


Address: Adelaide, SA 5000, Australia

AUSTRALIAN EXECUTOR TRUSTEES LIMITED (Licence# 000240023) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is March 10, 2004.

Service Overview

Register Name AFS Licence
Licence Name AUSTRALIAN EXECUTOR TRUSTEES LIMITED
Licence Number 000240023
Licence ABN 84007869794
Issue Date 2004-03-10
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 015429
Locality ADELAIDE
State SA
Postcode 5000
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;
    • derivatives;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • life products limited to:
      • 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;
      • interests in managed investment schemes limited to:
      • MDA services;
      • securities;
      • standard margin lending facility; 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:
      • derivatives;
      • life products limited to:
        • 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;
        • interests in managed investment schemes limited to:
        • MDA services;
        • securities;
        • standard margin lending facility; and
        • superannuation; 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;
      • derivatives;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • life products limited to:
        • 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;
        • interests in managed investment schemes limited to:
        • MDA services;
        • securities;
        • standard margin lending facility; 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:
      • derivatives;
      • financial assets; and
      • mortgages; and
    • IDPS-like schemes;
  • provide the following custodial or depository services:
    • operate investor directed portfolio services (each of which is referred to as the IDPS); and
      • operate custodial or depository services other than investor directed portfolio services; and
        • provide traditional trustee company services:
          to retail and wholesale clients.

          Financial advisers

          Adviser Number Adviser Name Status Start Date
          001265304 JULIE ROBYN STEED Current 2018-06-18
          001249626 LACHLAN IAIN WALTON Ceased 2016-11-03
          001238420 PEDRO JUNQUEIRA Ceased 2015-12-14
          001002674 DANIELLE BROOKE BARRON Ceased 2014-06-10
          001002677 ANDREW BRIAN GOODHAND Ceased 2011-07-12
          001002675 DYLAN STEPHEN EVANS Ceased 2010-11-03
          001237238 DYLAN STEPHEN EVANS Ceased 2009-10-06
          001002682 MATTHEW RYAN SCHUTZ Ceased 2008-03-11
          001002681 VINCENZO MUSOLINO Ceased 2007-11-12
          001002673 DEAN LESLIE BARTLETT Current 2004-10-21

          Office Location

          Locality ADELAIDE
          State SA
          Postcode 5000
          Country Australia

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          Competitor

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          Postal Code 5000

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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.