STATE INVESTMENT SERVICES PTY LTD


Address: Notting Hill, VIC 3168, Australia

STATE INVESTMENT SERVICES PTY LTD (Licence# 000247458) 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 STATE INVESTMENT SERVICES PTY LTD
Licence Number 000247458
Licence ABN 29006664197
Issue Date 2004-03-10
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 012810
Locality NOTTING HILL
State VIC
Postcode 3168
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 limited to:
      • debentures of a body corporate or unincorporated body only;
      • 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);
        • securities limited to:
        • debentures of a body corporate or unincorporated body only;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000264768 MICHELLE JOY THOMAS Current 2015-03-30
000264769 DAVID JOHN TREVETHICK Current 2015-03-30
000274284 GRAEME EDWARD MILES Current 2015-03-30
000274283 PAUL ANTONY TREVETHICK Ceased 2015-03-30

Office Location

Locality NOTTING HILL
State VIC
Postcode 3168
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
MILES TOWNSEND PTY LTD 2017-09-15 Notting Hill, VIC 3168, Australia
KTG ACCOUNTANTS AND BUSINESS ADVISORS PTY LTD 2017-03-15 Clayton, VIC 3168, Australia
GALLEY ASSOCIATES PTY. LTD. 2017-02-24 Clayton, VIC 3168, Australia
LIFELONG AFSL PTY LTD 2014-11-14 Notting Hill, VIC 3168, Australia
SUPRA CAPITAL LTD 2007-04-04 Notting Hill, VIC 3168, Australia
PELLICANO FUNDS MANAGEMENT PTY LTD 2007-03-28 Notting Hill, VIC 3168, Australia
CLANBROOKE PTY. LTD. 2004-02-20 Notting Hill, VIC 3168, Australia

Financial services with the same locality

Service Name Issue Date Locality
MILES TOWNSEND PTY LTD 2017-09-15 Notting Hill, VIC 3168, Australia
LIFELONG AFSL PTY LTD 2014-11-14 Notting Hill, VIC 3168, Australia
SUPRA CAPITAL LTD 2007-04-04 Notting Hill, VIC 3168, Australia
PELLICANO FUNDS MANAGEMENT PTY LTD 2007-03-28 Notting Hill, VIC 3168, Australia
CLANBROOKE PTY. LTD. 2004-02-20 Notting Hill, VIC 3168, Australia

Competitor

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Postal Code 3168

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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.