LISA KOVACS PTY LTD & PAUL FENTON & ASSOCIATES PTY LTD


Address: Wollongong, NSW 2500, Australia

LISA KOVACS PTY LTD & PAUL FENTON & ASSOCIATES PTY LTD (Licence# 000246580) 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 29, 2004.

Service Overview

Register Name AFS Licence
Licence Name LISA KOVACS PTY LTD & PAUL FENTON & ASSOCIATES PTY LTD
Licence Number 000246580
Licence ABN 94304403582
Issue Date 2004-01-29
Locality WOLLONGONG
State NSW
Postcode 2500
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; 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000232475 STUART CRUICKSHANK Current 2010-11-04
000387196 JOANNE MARY MURRAY Current 2010-11-04
000327411 ANDREW BRONNEBERG Ceased 2008-07-02
000249894 MONICA PATRICIA DIGNAN Current 2004-02-02
000249892 PAUL ANTHONY FENTON Ceased 2004-02-02

Office Location

Locality WOLLONGONG
State NSW
Postcode 2500
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
AUSTRALIAN FINANCIAL FREEDOM PTY LTD 2016-06-02 Wollongong, NSW 2500, Australia
BRODIE LONG & GREW PTY LIMITED 2016-02-16 Wollongong, NSW 2500, Australia
WISEMAN FINANCIAL SERVICES PTY LTD 2015-03-19 Wollongong, NSW 2500, Australia
BLUE CHIP SUPER PTY LTD 2014-03-27 Wollongong, NSW 2500, Australia
HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD 2012-05-03 Wollongong, NSW 2500, Australia
DOMINION ADMIN SERVICES PTY LTD 2009-02-05 Wollongong, NSW 2500, Australia
IMB SECURITISATION SERVICES PTY LIMITED 2005-08-19 Wollongong, NSW 2500, Australia
LEVEL ONE FINANCIAL PLANNING PTY LTD 2004-10-05 Wollongong, NSW 2500, Australia
LYSAGHT CREDIT UNION LTD 2004-03-11 Wollongong, NSW 2500, Australia
COMMUNITY ALLIANCE CREDIT UNION LIMITED 2004-03-01 Wollongong, NSW 2500, Australia

Competitor

Search similar business entities

Postal Code 2500

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.