PRITCHARD & PARTNERS PTY LIMITED


Address: Hamilton, NSW 2303, Australia

PRITCHARD & PARTNERS PTY LIMITED (Licence# 000246712) 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 PRITCHARD & PARTNERS PTY LIMITED
Licence Number 000246712
Licence ABN 84073393049
Issue Date 2004-03-10
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 161756
InsLif 90344
Locality HAMILTON
State NSW
Postcode 2303
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;
    • derivatives;
    • 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;
      • standard margin lending facility;
      • superannuation; and
      • financial products limited to:
    • miscellaneous financial investment products;
  • 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 including:
        • investor directed portfolio services; 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:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • derivatives;
      • 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;
        • standard margin lending facility;
        • superannuation; and
        • financial products limited to:
      • miscellaneous financial investment products; and
    • 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
      001265868 JACKSON RAMPANT Current 2018-07-11
      001234763 HOLLY ANN VARCOE Ceased 2015-08-25
      001005756 DOMINIC JOHN CULLEN Current 2007-04-12
      001005757 MELANIE HOLMES Current 2007-04-12
      001005751 STEVEN SHANE PRITCHARD Current 2004-03-10
      001005752 ENZO PIRILLO Current 2004-03-10
      001005753 BRETT ANDREW HALL Current 2004-03-10
      001005754 MARGARET JANE GLENN Current 2004-03-10

      Office Location

      Locality HAMILTON
      State NSW
      Postcode 2303
      Country Australia

      Financial services with the same postcode

      Service Name Issue Date Locality
      HAMILTON ASSET MANAGEMENT LIMITED 2010-06-25 Hamilton, NSW 2303, Australia
      GREATER INVESTMENT SERVICES PTY LTD 2004-03-10 Hamilton, NSW 2303, Australia
      HENLEY UNDERWRITING & INVESTMENT COMPANY PTY LTD 2004-02-20 Hamilton, NSW 2303, Australia
      GREATER BANK LIMITED 2004-01-17 Hamilton, NSW 2303, Australia

      Financial services with the same locality

      Service Name Issue Date Locality
      G.K. STRUCK PTY LTD 2017-03-22 Hamilton, VIC 3300, Australia
      CG ADVISORS PTY LTD 2016-11-17 Hamilton, VIC 3300, Australia
      GRAMPIANS INVESTMENT SERVICES PTY LTD 2016-03-18 Hamilton, VIC 3300, Australia
      TRIUMPH INVESTMENT GROUP PTY LTD 2016-02-18 Hamilton, QLD 4007, Australia
      HAMILTON ASSET MANAGEMENT LIMITED 2010-06-25 Hamilton, NSW 2303, Australia
      SENTINEL PRIVATE WEALTH PTY LTD 2010-04-22 Hamilton, QLD 4007, Australia
      WHITES IFM PTY LTD 2005-02-23 Hamilton, QLD 4007, Australia
      GREATER INVESTMENT SERVICES PTY LTD 2004-03-10 Hamilton, NSW 2303, Australia
      HENLEY UNDERWRITING & INVESTMENT COMPANY PTY LTD 2004-02-20 Hamilton, NSW 2303, Australia
      GREATER BANK LIMITED 2004-01-17 Hamilton, NSW 2303, Australia

      Competitor

      Search similar business entities

      Postal Code 2303

      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.