LONERGAN EDWARDS & ASSOCIATES LIMITED

Address: Sydney, NSW 2000, Australia

LONERGAN EDWARDS & ASSOCIATES LIMITED (Licence# 000246532) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is January 30, 2004.

Service Overview

Register Name AFS Licence
Licence Name LONERGAN EDWARDS & ASSOCIATES LIMITED
Licence Number 000246532
Licence ABN 53095445560
Issue Date 2004-01-30
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 207001
Locality SYDNEY
State NSW
Postcode 2000
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;
      • securities; 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
    • 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;
        • securities; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000292535 CRAIG LLOYD EDWARDS Current 2015-01-01
000401896 NATHAN BENJAMIN TOSCAN Current 2011-03-15
000331247 ANTHONY MAXWELL COLEMAN Current 2008-10-07
000327700 GRANT RAYMOND KEPLER Current 2008-07-01
000327256 HUNG TUAN CHU Current 2008-06-05
000292534 WAYNE RICHARD LONERGAN Current 2004-04-30
000276638 MARTIN JOHN HALL Current 2004-04-27
000292536 JULIE ANNE PLANINIC Current 2004-01-30
000292537 PHILIP MARTIN HOLT Current 2004-01-30

Office Location

Locality SYDNEY
State NSW
Postcode 2000
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
CEDAR ASSET MANAGEMENT PTY LTD 2018-07-30 Sydney, NSW 2000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
QUINTET PARTNERS PTY LTD 2018-07-17 Sydney, NSW 2000, Australia
HALO FINANCIAL SERVICES PTY LTD 2018-07-13 Sydney, NSW 2000, Australia
SAFE2PAY PTY LIMITED 2018-07-12 Sydney, NSW 2000, Australia
WEL-LINK FUNDS PTY LTD 2018-07-06 Sydney, NSW 2000, Australia
HUNT PROSPERITY PTY LTD 2018-07-03 Sydney, NSW 2000, Australia
CROWD88 PTY LTD 2018-07-03 Sydney, NSW 2000, Australia
FUTURE INSURANCE GROUP INTERNATIONAL PTY LTD 2018-07-02 Sydney, NSW 2000, Australia

Competitor

Search similar business entities

Postal Code 2000

Improve Information

Please comment or provide details below to improve the information on .

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.