TASMAN FUNDS LP


Address: West Ryde, NSW 2114, Australia

TASMAN FUNDS LP (Licence# 000246801) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is August 31, 2004.

Service Overview

Register Name AFS Licence
Licence Name TASMAN FUNDS LP
Licence Number 000246801
Licence ABN 16971745471
Issue Date 2004-08-31
Locality WEST RYDE
State NSW
Postcode 2114
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;
    • general insurance 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;
      • securities;
      • standard margin lending facility; and
      • superannuation;
  • 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:
      • interests in managed investment schemes excluding investor directed portfolio services; and
      • securities; 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;
      • derivatives;
      • general insurance 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;
        • securities;
        • standard margin lending facility; and
        • superannuation; 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
      000429545 SAM RUTECKI Ceased 2014-08-01
      000410520 CHRISTOPHER JOHN SAUNDERS Ceased 2011-08-30
      000392984 ANTHONY NORMAN RICHARD-PRESTON Ceased 2010-12-15

      Office Location

      Locality WEST RYDE
      State NSW
      Postcode 2114
      Country Australia

      Financial services with the same postcode

      Service Name Issue Date Locality
      TRAN, TRAM LE 2017-07-28 West Ryde, NSW 2114, Australia
      AGINSURE PTY LIMITED 2017-05-02 Melrose Park, NSW 2114, Australia
      M FINANCIAL PLANNING PTY LTD 2010-03-03 Denistone, NSW 2114, Australia
      TODD, MICHAEL 2004-02-16 West Ryde, NSW 2114, Australia

      Financial services with the same locality

      Service Name Issue Date Locality
      TRAN, TRAM LE 2017-07-28 West Ryde, NSW 2114, Australia
      TODD, MICHAEL 2004-02-16 West Ryde, NSW 2114, Australia

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      MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
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      Postal Code 2114

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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.