ANDERSON'S INVESTMENT SERVICES PTY LTD


Address: Griffith, NSW 2680, Australia

ANDERSON'S INVESTMENT SERVICES PTY LTD (Licence# 000241424) 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 18, 2003.

Service Overview

Register Name AFS Licence
Licence Name ANDERSON'S INVESTMENT SERVICES PTY LTD
Licence Number 000241424
Licence ABN 46066075349
Issue Date 2003-12-18
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 079991
Locality GRIFFITH
State NSW
Postcode 2680
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice to both retail and wholesale clients for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • deposit products other than basic deposit products;
    • derivatives;
    • 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;
  • deal in a financial product to both retail and wholesale clients 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;
      • derivatives;
      • 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;
  • provide the following custodial or depository services to both retail and wholesale clients:
    • operate custodial or depository services other than investor directed portfolio services;
      • deal in a financial product to wholesale clients only by:
        • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
          • interests in managed investment schemes limited to:
            • own managed investment scheme only.

      Office Location

      Locality GRIFFITH
      State NSW
      Postcode 2680
      Country Australia

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      Service Name Issue Date Locality
      LATEVO UNDERWRITING AGENCY PTY LIMITED 2018-02-27 Griffith, NSW 2680, Australia
      PILLONI, NEIL JOSEPH 2017-03-07 Griffith, NSW 2680, Australia
      FINANCIAL AND SUPERANNUATION ADVISORY SERVICES PTY LTD 2015-03-23 Griffith, NSW 2680, Australia
      URQUHART SEXTON FINANCIAL PLANNING PTY LTD 2006-08-09 Griffith, NSW 2680, Australia

      Financial services with the same locality

      Service Name Issue Date Locality
      LATEVO UNDERWRITING AGENCY PTY LIMITED 2018-02-27 Griffith, NSW 2680, Australia
      PILLONI, NEIL JOSEPH 2017-03-07 Griffith, NSW 2680, Australia
      ARGUS PROPERTY INVESTMENTS PTY LTD 2015-09-25 Griffith, ACT 2603, Australia
      FINANCIAL AND SUPERANNUATION ADVISORY SERVICES PTY LTD 2015-03-23 Griffith, NSW 2680, Australia
      JGS PRIVATE CAPITAL PTY LTD 2015-03-04 Griffith, ACT 2603, Australia
      CUSTODIAN FINANCIAL GROUP PTY LTD 2014-11-05 Griffith, ACT 2603, Australia
      URQUHART SEXTON FINANCIAL PLANNING PTY LTD 2006-08-09 Griffith, NSW 2680, Australia
      CHAPEAU PTY LTD AND FIRST CHOICE FINANCIAL SERVICES GROUP PTY LTD 2004-03-10 Griffith, ACT 2603, Australia

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      Postal Code 2680

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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.