MCLEAN DELMO BENTLEYS FINANCIAL SERVICES PTY LTD


Address: Hawthorn, VIC 3122, Australia

MCLEAN DELMO BENTLEYS FINANCIAL SERVICES PTY LTD (Licence# 000245558) 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 1, 2004.

Service Overview

Register Name AFS Licence
Licence Name MCLEAN DELMO BENTLEYS FINANCIAL SERVICES PTY LTD
Licence Number 000245558
Licence ABN 39073019815
Issue Date 2004-02-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 188707
Locality HAWTHORN
State VIC
Postcode 3122
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;
      • 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;
      • 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
001265520 JOHN DELMO Current 2018-06-28
001265520 JOHN DELMO Ceased 2018-06-26
001259446 SANDY MEI-CHING WONG Current 2018-04-01
001248407 ROHAN MANSFIELD Current 2016-09-05
001248423 TINA POLIMENI Current 2016-09-05
001248431 VICKI CREMONA Current 2016-09-05
001248432 DAVID TAYLOR Current 2016-09-05
001248434 RENEE STEVENS Current 2016-09-05
001248436 MANDY FINDLOW Current 2016-09-05
001248438 LOUISE BULLOCK Current 2016-09-05

Office Location

Locality HAWTHORN
State VIC
Postcode 3122
Country Australia

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Competitor

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Postal Code 3122

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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.