MERITUM FINANCIAL GROUP PTY LTD


Address: Docklands, VIC 3008, Australia

MERITUM FINANCIAL GROUP PTY LTD (Licence# 000245569) 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 26, 2004.

Service Overview

Register Name AFS Licence
Licence Name MERITUM FINANCIAL GROUP PTY LTD
Licence Number 000245569
Licence ABN 93106888215
Issue Date 2004-02-26
Locality DOCKLANDS
State VIC
Postcode 3008
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
000244924 LINDSAY LAWRENCE HOSKING Current 2018-08-28
001232756 PETER CLIVE GRIGG Current 2018-08-28
001265752 SHANA POLICHRONOPOULOS Current 2018-07-06
000283014 DAVID PHOUTASACK SENGCHANSAVANG Current 2018-06-01
000467669 SHANE BLACK Current 2018-05-18
000382917 MARK ANTHONY CECIL Current 2018-05-01
000288349 MICHAEL YACOUB Current 2018-03-08
001243572 ELIZABETH JEAN HOVASAPIAN Current 2018-03-02
001262334 CELESTE ABELLA Current 2018-03-02
000244896 BRETT ANDREW HAYMES Current 2018-02-28

Office Location

Locality DOCKLANDS
State VIC
Postcode 3008
Country Australia

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RPDW PTY. LTD. 2015-11-13 Docklands, VIC 3008, Australia
ARDROSSAN INSURANCE BROKERS PTY LTD 2013-02-28 Docklands, VIC 3008, Australia
AUSTRALIAN FINANCIAL GROUP PTY LTD 2013-02-04 Docklands, VIC 3008, Australia
MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD 2012-01-06 Docklands, VIC 3008, Australia
MERCER CONSULTING (AUSTRALIA) PTY LTD 2012-01-06 Docklands, VIC 3008, Australia
MERCER OUTSOURCING (AUSTRALIA) PTY LTD 2012-01-06 Docklands, VIC 3008, Australia
RAHALI CORPORATION PTY. LTD. 2010-05-31 Docklands, VIC 3008, Australia

Competitor

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Postal Code 3008

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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.