ACS FINANCIAL PTY LTD


Address: Surrey Hills, VIC 3127, Australia

ACS FINANCIAL PTY LTD (Licence# 000247388) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is April 27, 2004.

Service Overview

Register Name AFS Licence
Licence Name ACS FINANCIAL PTY LTD
Licence Number 000247388
Licence ABN 62448122
Issue Date 2004-04-27
Locality SURREY HILLS
State VIC
Postcode 3127
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;
    • general insurance products;
    • securities; and
    • financial products limited to:
      • miscellaneous financial risk products; 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:
      • general insurance products;
      • securities; and
      • financial products limited to:
        • miscellaneous financial risk products; 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;
      • general insurance products;
      • securities; and
      • financial products limited to:
        • miscellaneous financial risk products;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000311967 GORDON WATSON MCNAUGHT Ceased 2007-03-20
000233674 JAMES SOOKUN Ceased 2004-09-01
001001817 DAVID JOHN PAYTON Ceased 2004-04-27

Office Location

Locality SURREY HILLS
State VIC
Postcode 3127
Country Australia

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ELECT WEALTH MANAGEMENT PTY LTD 2017-11-01 Mont Albert, VIC 3127, Australia
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SELFWEALTH LTD 2012-07-04 Surrey Hills, VIC 3127, Australia
MKS WEALTH MANAGEMENT PTY LTD 2008-04-11 Surrey Hills, VIC 3127, Australia
FLUKES VALUE MANAGEMENT SOLUTIONS PTY LTD 2005-04-28 Mont Albert, VIC 3127, Australia
EAST WEST FINANCIAL PLANNING LIMITED 2004-03-11 Mont Albert, VIC 3127, Australia
ATLANTIC INSURANCE BROKERS PTY. LTD. 2004-03-01 Surrey Hills, VIC 3127, Australia
STRATEGIC FINANCIAL PLANNERS PTY LTD 2004-03-01 Surrey Hills, VIC 3127, Australia
RSM GROUP PTY LTD 2004-02-21 Surrey Hills, VIC 3127, Australia

Competitor

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Postal Code 3127

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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.