CHANCELLOR PORTFOLIO SERVICES PTY LTD


Address: Sydney, NSW 2000, Australia

CHANCELLOR PORTFOLIO SERVICES PTY LTD (Licence# 000241429) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is February 4, 2004.

Service Overview

Register Name AFS Licence
Licence Name CHANCELLOR PORTFOLIO SERVICES PTY LTD
Licence Number 000241429
Licence ABN 88079006367
Issue Date 2004-02-04
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;
    • derivatives;
    • foreign exchange contracts;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • securities;
      • standard margin lending facility;
      • superannuation; and
      • 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; and
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • deposit and payment products limited to:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • derivatives;
      • foreign exchange contracts;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001001800 REBECCA NOONAN Ceased 2017-10-03
001006415 GREGORY JOHN RYAN Ceased 2017-10-03
001262907 ELIZABETH JANE DEAN Current 2017-03-28
001241125 CHARLES SAYERS Current 2016-04-05
000310091 MATTHEW JOSEPH SHARRATT Current 2014-08-06
001004262 ANTHONY MCGRATH Current 2014-08-06
000441485 HUGH URQUHART Ceased 2014-08-06
000282600 CRAIG STENOS Ceased 2014-07-21
000454845 BRENDAN XAVIER RYAN Ceased 2014-03-12
000388474 ALEXANDER JAMES GOFF KEACH Ceased 2014-02-01

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.