GREIG & HARRISON PTY. LTD


Address: Milsons Point, NSW 2061, Australia

GREIG & HARRISON PTY. LTD (Licence# 000245675) 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 9, 2004.

Service Overview

Register Name AFS Licence
Licence Name GREIG & HARRISON PTY. LTD
Licence Number 000245675
Licence ABN 29060994532
Issue Date 2004-02-09
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 077569
Locality MILSONS POINT
State NSW
Postcode 2061
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:
    • derivatives limited to:
      • old law securities options contracts and warrants;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • interests in managed investment schemes limited to:
      • MDA 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:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • derivatives limited to:
        • old law securities options contracts and warrants; and
      • interests in managed investment schemes limited to:
        • MDA services; and
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
      • derivatives limited to:
        • old law securities options contracts and warrants;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • 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
001004285 DAVID GAVIN GREIG Current 2004-12-09
001004286 LOUISE SUZANNE GREIG Current 2004-12-09
001004287 GEOFFREY CRAIG HARRISON Current 2004-12-09

Office Location

Locality MILSONS POINT
State NSW
Postcode 2061
Country Australia

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BOSTON MANAGED INVESTMENTS LIMITED 2015-02-17 Milsons Point, NSW 2061, Australia
ARETEAN PTY LTD 2014-09-30 Milsons Point, NSW 2061, Australia
HERTFORD FINANCIAL PTY LTD 2013-08-21 Milsons Point, NSW 2061, Australia
ENSURANCE UNDERWRITING PTY LTD 2013-01-23 Milsons Point, NSW 2061, Australia
RATECITY PTY LIMITED 2007-09-21 Milsons Point, NSW 2061, Australia

Competitor

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Postal Code 2061

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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.