AVANTEOS INVESTMENTS LIMITED


Address: Hawthorn East, VIC 3123, Australia

AVANTEOS INVESTMENTS LIMITED (Licence# 000245531) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is March 1, 2004.

Service Overview

Register Name AFS Licence
Licence Name AVANTEOS INVESTMENTS LIMITED
Licence Number 000245531
Licence ABN 20096259979
Issue Date 2004-03-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 209505
Locality HAWTHORN EAST
State VIC
Postcode 3123
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide general financial product advice for the following classes of financial products:
    • life products limited to:
      • 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 limited to:
      • the investor directed portfolio service known as "The Avanteos Wrap Account Service";
    • the investor directed portfolio service known as "Symetry Delegate"; and
    • the investor directed portfolio service known as "The Omniport Wrap Service"; and
    • superannuation;
  • 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:
      • interests in managed investment schemes limited to:
        • the investor directed portfolio service known as "The Avanteos Wrap Account Service";
      • the investor directed portfolio service known as "Symetry Delegate";
      • the investor directed portfolio service known as "The Omniport Wrap Service"; and
      • superannuation; and
    • 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:
        • the investor directed portfolio service known as "The Avanteos Wrap Account Service";
        • the investor directed portfolio service known as "Symetry Delegate"; and
        • the investor directed portfolio service known as "The Omniport Wrap Service";
      • securities; and
      • superannuation; and
  • provide the following custodial or depository services:
    • operate the investor directed portfolio service known as "The Avanteos Wrap Account Service" (the IDPS);
      • operate the investor directed portfolio service known as "Symetry Delegate" (the IDPS);
        • operate the investor directed portfolio service known as "The Omniport Wrap Service" (the IDPS); and
          • operate custodial or depository services other than investor directed portfolio services;
            to retail and wholesale clients.

            Office Location

            Locality HAWTHORN EAST
            State VIC
            Postcode 3123
            Country Australia

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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.