CSF PTY LIMITED


Address: Melbourne, VIC 3000, Australia

CSF PTY LIMITED (Licence# 000246664) 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 CSF PTY LIMITED
Licence Number 000246664
Licence ABN 30006169286
Issue Date 2004-03-10
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 to retail and wholesale clients for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • deposit products other than basic deposit products;
    • 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;
      • 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;
      • superannuation;
      • deal in a financial product to retail and wholesale clients by:
      • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • superannuation; and
      • 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;
    • 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;
      • 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;
      • superannuation
      • provide general product advice to wholesale clients only, for the following classes of financial products:
      • derivatives; and
      • securities;
  • deal in a financial product to wholesale clients only by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • derivatives; and
      • interests in managed investment schemes limited to:
        • own managed investment scheme only;
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person for wholesale clients only in respect of the following classes of products:
    securities;

    Financial advisers

    Adviser Number Adviser Name Status Start Date
    000236011 SCOTT GORDON JOHNSON Current 2018-05-25
    000322214 SANDRA MICHELLE WILSON Current 2018-05-25
    001264210 PAUL ANDREW HALES Current 2018-05-14
    000451498 DANIEL ANEVSKI Current 2018-04-20
    000292419 ANTHONY DAVID FOALE Current 2017-07-26
    000431998 RICHARD JAMES CROSARA Current 2017-07-26
    000276096 MELISSA KEATING Current 2017-07-03
    001235032 EMILEI MANHUE LUC Current 2015-09-02
    001235031 CHRISTOPHER FRANCIS CARLIN Ceased 2015-09-01
    000334708 CAROLINE NGOI Current 2015-02-02

    Office Location

    Locality MELBOURNE
    State VIC
    Postcode 3000
    Country Australia

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    SOMERSET CAPITAL FINANCIAL SERVICES PTY LTD 2018-06-14 Melbourne, VIC 3000, Australia
    TUXEDO MONEY PTY. LTD. 2018-06-13 Melbourne, VIC 3000, Australia
    ZINC ENERGY PTY LTD 2018-05-29 Melbourne, VIC 3000, Australia
    APOLLO LEAGUE PTY LTD 2018-05-08 Melbourne, VIC 3000, Australia
    EXCELSIUS ASSET MANAGEMENT PTY LTD 2018-05-02 Melbourne, VIC 3000, Australia
    CAPITAL GUARDIANS PTY. LTD. 2018-04-12 Melbourne, VIC 3000, Australia

    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.