AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED


Address: Sydney, NSW 2000, Australia

AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED (Licence# 000247430) 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 5, 2004.

Service Overview

Register Name AFS Licence
Licence Name AUSTRALIAN FINANCIAL PLANNING GROUP PTY LIMITED
Licence Number 000247430
Licence ABN 66050139850
Issue Date 2004-04-05
Locality SYDNEY
State NSW
Postcode 2000
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;
      • standard margin lending facility; 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);
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001261629 AKSHAY AGARWAL Current 2018-02-01
001008641 BLAKE ALEXANDER PAUL SLOANE Current 2017-11-29
000328296 DANIEL MORRIS LEMISH Current 2017-08-21
001257639 ADRIAN DAVID LENTING Current 2017-08-21
000250810 LEON FALK Ceased 2017-08-21
001004340 RHYS JOHN FOAN Ceased 2017-06-13
001009063 ROUTH PA Current 2017-04-12
001002125 DAVID TYSOE Current 2016-11-14
001241356 JOSHUA MICHAEL GRAHAME EDWARDS Current 2016-10-19
001248673 MITCHELL BURTON Ceased 2016-10-12

Office Location

Locality SYDNEY
State NSW
Postcode 2000
Country Australia

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Competitor

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Postal Code 2000

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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.