PILAT INVESTMENT PTY LTD


Address: Cremorne, NSW 2090, Australia

PILAT INVESTMENT PTY LTD (Licence# 000241717) 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 8, 2003.

Service Overview

Register Name AFS Licence
Licence Name PILAT INVESTMENT PTY LTD
Licence Number 000241717
Licence ABN 58065736898
Issue Date 2003-12-08
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 190341
Locality CREMORNE
State NSW
Postcode 2090
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; 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000240647 HENRY ANDREW PILAT Current 2014-10-15
000269546 MARK JOSEPH PILAT Current 2010-01-01

Office Location

Locality CREMORNE
State NSW
Postcode 2090
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
THE STELLUM GROUP STRATEGIC ADVICE PTY LTD 2017-03-10 Cremorne Point, NSW 2090, Australia
IRISH & SAUNDERS PTY LIMITED 2016-07-14 Cremorne, NSW 2090, Australia
MONEYSHERPA PTY LTD 2014-04-29 Cremorne, NSW 2090, Australia
INCOME GUARD PTY LTD 2010-03-23 Cremorne, NSW 2090, Australia
AJSS HOLDINGS PTY LTD 2005-04-05 Cremorne, NSW 2090, Australia
LOGAN LIVESTOCK INSURANCE AGENCY PTY LTD 2004-01-08 Cremorne, NSW 2090, Australia

Financial services with the same locality

Service Name Issue Date Locality
IRISH & SAUNDERS PTY LIMITED 2016-07-14 Cremorne, NSW 2090, Australia
ENVISAGER SECURITIES LIMITED 2015-01-20 Cremorne, VIC 3121, Australia
RAMPERSAND MANAGEMENT PROPRIETARY LIMITED 2014-08-15 Cremorne, VIC 3121, Australia
MONEYSHERPA PTY LTD 2014-04-29 Cremorne, NSW 2090, Australia
INCOME GUARD PTY LTD 2010-03-23 Cremorne, NSW 2090, Australia
CITIPLAN PTY. LTD. 2006-05-29 Cremorne, VIC 3121, Australia
AJSS HOLDINGS PTY LTD 2005-04-05 Cremorne, NSW 2090, Australia
BING, JOHN J 2004-03-10 Cremorne, VIC 3121, Australia
LOGAN LIVESTOCK INSURANCE AGENCY PTY LTD 2004-01-08 Cremorne, NSW 2090, Australia

Competitor

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Postal Code 2090

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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.