FINANCIAL SOLUTIONS AUSTRALASIA PTY LTD


Address: Adelaide, SA 5000, Australia

FINANCIAL SOLUTIONS AUSTRALASIA PTY LTD (Licence# 000244308) 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 13, 2004.

Service Overview

Register Name AFS Licence
Licence Name FINANCIAL SOLUTIONS AUSTRALASIA PTY LTD
Licence Number 000244308
Licence ABN 36008939599
Issue Date 2004-02-13
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 014272
InsLif 90483
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;
    • deposit products other than basic deposit products;
    • 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;
      • 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
000438745 DAMIEN THOMAS QUIRK Current 2017-12-11
000441267 LAURA CAMPBELL Current 2017-09-11
000392346 KELLIE JANE DHU Ceased 2015-11-16
001003601 CHRISTOPHER PERMAN Ceased 2012-11-05
000267589 JOSEPH YEW TONG HOE Ceased 2010-03-20
001002643 TRACEY BOAM Ceased 2007-07-03
001003603 MARK WARREN LEWIS Current 2006-04-01
001003602 EUGENE ANTHONY O'SULLIVAN Current 2004-03-01

Office Location

Locality ADELAIDE
State SA
Postcode 5000
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
UNITING CHURCH SA INVESTMENT FUND LIMITED 2018-01-24 Adelaide, SA 5000, Australia
TAIM INVESTMENTS PTY LTD 2018-01-03 Adelaide, SA 5000, Australia
ICORP GROUP PTY LTD 2017-10-26 Adelaide, SA 5000, Australia
OAKLEIGH FINANCIAL SERVICES PTY LTD 2017-10-04 Adelaide, SA 5000, Australia
STARFISH FINANCIAL SERVICES PTY LTD 2017-10-03 Adelaide, SA 5000, Australia
HEPHZIBAH FINANCIAL PTY LTD 2017-09-11 Adelaide, SA 5000, Australia
ADELAIDE WEALTH MANAGEMENT PTY LTD 2017-05-18 Adelaide, SA 5000, Australia
AUSTRALIA FORESIGHT GROUP PTY LTD 2017-05-04 Adelaide, SA 5000, Australia
CLEAR SKY PROPERTIES PTY LTD 2017-04-13 Adelaide, SA 5000, Australia
HOLMAN HODGE FINANCIAL SERVICES PTY LTD 2017-02-28 Adelaide, SA 5000, Australia

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.