LODGE PARTNERS PTY LTD


Address: Melbourne, VIC 3000, Australia

LODGE PARTNERS PTY LTD (Licence# 000246271) 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 10, 2004.

Service Overview

Register Name AFS Licence
Licence Name LODGE PARTNERS PTY LTD
Licence Number 000246271
Licence ABN 25053432769
Issue Date 2004-03-10
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 199010
Locality MELBOURNE
State VIC
Postcode 3000
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:
      • deposit products other than basic deposit products;
    • derivatives;
    • foreign exchange contracts;
    • 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;
      • securities;
      • superannuation; and
      • financial products limited to miscellaneous financial investment products limited to managed investment warrants:
    • to which the definition of derivative in subsection 761D(1) applies that is a financial product of the kind referred to in subparagraph 764A(1)(b)(ii) or 764A(1)(ba)(ii); and
    • that is transferable; and
    • that is a warrant as defined in the ASX Operating Rules that has been admitted by the ASX to trading status on a financial market of the ASX;
  • 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;
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; and
      • securities;
    • 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:
        • deposit products other than basic deposit products;
      • derivatives;
      • foreign exchange contracts;
      • 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;
        • securities;
        • superannuation; and
        • financial products limited to miscellaneous financial investment products limited to managed investment warrants:
      • to which the definition of derivative in subsection 761D(1) applies that is a financial product of the kind referred to in subparagraph 764A(1)(b)(ii) or 764A(1)(ba)(ii); and
      • that is transferable; and
      • that is a warrant as defined in the ASX Operating Rules that has been admitted by the ASX to trading status on a financial market of the ASX;
    • underwriting:
      • interests in managed investment schemes; and
      • an issue of securities; and
  • provide the following custodial or depository services:
    • operate custodial or depository services other than investor directed portfolio services;
      to retail and wholesale clients.

      Financial advisers

      Adviser Number Adviser Name Status Start Date
      001266265 GREIG BARROW Current 2018-07-25
      001256313 PARIS MAGDALINOS Current 2017-07-04
      001004822 WILLIAM JOHN LAUDER CLELAND Current 2014-12-08
      001001308 ANDREW BOSTOCK Current 2014-08-25
      001004431 THOMAS CHRISTIAN BLEAKLEY Ceased 2011-11-02
      001001316 RICHARD NEVILLE SELWYN LODGE Current 2010-11-22
      001001317 DARRYN SIMON PILKINGTON Current 2004-10-03
      001001320 DENNIS STEPHEN CLAREBROUGH Current 2004-10-03
      001001862 ALASTAIR CHARLES MCLEISH Ceased 1999-05-15

      Office Location

      Locality MELBOURNE
      State VIC
      Postcode 3000
      Country Australia

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      Competitor

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      Postal Code 3000

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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.