STRATEGEM INVESTMENT SERVICES PTY. LTD.


Address: Bendigo, VIC 3550, Australia

STRATEGEM INVESTMENT SERVICES PTY. LTD. (Licence# 000244222) 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 2, 2003.

Service Overview

Register Name AFS Licence
Licence Name STRATEGEM INVESTMENT SERVICES PTY. LTD.
Licence Number 000244222
Licence ABN 25006596587
Issue Date 2003-12-02
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 013201
Locality BENDIGO
State VIC
Postcode 3550
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 limited to:
      • old law securities options contracts and warrants;
    • 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;
      • derivatives limited to:
        • old law securities options contracts and warrants;
      • 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
001263566 EMMA ELIZABETH STEWART Current 2018-04-12
001260616 ASHLEY FRANCIS HILL Current 2017-11-24
001260621 PETER WILLIAM JENNINGS Current 2017-11-24
001260770 PETER ROY WHEELDON Current 2017-11-24
001260824 EMILY (EMMY) LOUISE MULHOLLAND Current 2017-11-24
001260825 PATRICK JOHN JENNINGS Current 2017-11-24
001260826 SEAN ALLAN TOMLINSON Current 2017-11-24
001000592 KRISTOPHER GRAEME OLIVER TATT Current 2017-03-20
000345467 PETER HANDBERG Ceased 2017-01-13
001236553 CAMERON RICHARD NOLAN Current 2015-10-19

Office Location

Locality BENDIGO
State VIC
Postcode 3550
Country Australia

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KILTER INVESTMENTS PTY LTD 2012-03-08 Bendigo, VIC 3550, Australia
50PLUS PTY LTD 2009-03-31 Bendigo, VIC 3550, Australia
SOLUTIONS BENDIGO PTY LTD 2008-11-06 Bendigo, VIC 3550, Australia
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VILLAWOOD ONE PTY LTD 2007-03-27 Bendigo, VIC 3550, Australia
AUSTRALIAN FRIENDLY SOCIETY LTD 2004-03-10 Bendigo, VIC 3550, Australia
BENDIGO INSURANCE BROKERS PTY. LTD. 2004-03-01 Bendigo, VIC 3550, Australia

Competitor

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Postal Code 3550

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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.