AUSTPLAN PTY LTD


Address: Robina, QLD 4226, Australia

AUSTPLAN PTY LTD (Licence# 000244597) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is January 12, 2004.

Service Overview

Register Name AFS Licence
Licence Name AUSTPLAN PTY LTD
Licence Number 000244597
Licence ABN 32079967203
Issue Date 2004-01-12
Locality ROBINA
State QLD
Postcode 4226
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; 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001240228 BENJAMIN CSIKOS Ceased 2018-05-02
001262159 CRYSTAL BATES Ceased 2018-02-23
000223112 SHANNON DAVID WHITTINGTON Ceased 2017-08-18
000291141 CHRIS JOHN CANNON Ceased 2017-03-01
000448243 NATHAN JOSHUA BOSMAN Ceased 2017-03-01
000278536 MERVIN WILLY ROBERT Ceased 2017-03-01
000458473 DANIEL JEREMY CANNON Ceased 2017-03-01
001009245 ADAM DAVID BAIN Ceased 2017-03-01
000471811 LUKE PSZCZONKA Ceased 2017-03-01
000277123 EVA MARIA WADE Ceased 2017-03-01

Office Location

Locality ROBINA
State QLD
Postcode 4226
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
INDEPENDENT WEALTH MANAGEMENT PTY LTD 2017-04-07 Robina, QLD 4226, Australia
M & M GROUP SUPERANNUATION PTY LTD 2017-02-20 Robina, QLD 4226, Australia
SB PARTNERS PTY LTD 2016-11-29 Clear Island Waters, QLD 4226, Australia
WMS SMSF SERVICES PTY LTD 2016-03-24 Robina, QLD 4226, Australia
AUSTRALIAN AFFORDABLE HOUSING SECURITIES LIMITED 2015-10-01 Robina, QLD 4226, Australia
AUSTRALIAN ADVICE NETWORK PTY LTD 2015-04-20 Robina, QLD 4226, Australia
ACN 143 933 644 PTY LTD 2012-10-22 Robina, QLD 4226, Australia
WMS CORPORATE SERVICES PTY LTD 2012-08-22 Robina, QLD 4226, Australia
MAVEN CAPITAL PTY LTD 2012-05-11 Robina, QLD 4226, Australia
GAMMA WEALTH GROUP PTY LTD 2009-03-06 Robina, QLD 4226, Australia

Competitor

Search similar business entities

Postal Code 4226

Improve Information

Please comment or provide details below to improve the information on .

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.