ILLINGWORTH DAVID FINANCIAL PLANNING PTY LTD


Address: Geelong, VIC 3220, Australia

ILLINGWORTH DAVID FINANCIAL PLANNING PTY LTD (Licence# 000253127) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is January 12, 2004.

Service Overview

Register Name AFS Licence
Licence Name ILLINGWORTH DAVID FINANCIAL PLANNING PTY LTD
Licence Number 000253127
Licence ABN 81007241054
Issue Date 2004-01-12
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 195352
Locality GEELONG
State VIC
Postcode 3220
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);
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001251269 JUSTYN KEILLER Ceased 2017-01-13
000458123 BRADLEY WALKER Current 2014-05-23
000281870 MATTHEW JAMES BARSBY Ceased 2011-06-20
000331086 PAUL EDMUND BOURKE Current 2008-10-14

Office Location

Locality GEELONG
State VIC
Postcode 3220
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
BDS ACCOUNTING PTY LTD 2017-12-05 Geelong, VIC 3220, Australia
AP LICENCE PTY LTD 2017-09-13 Geelong, VIC 3220, Australia
TIMJAMWAY PTY LTD 2017-07-31 Newtown, VIC 3220, Australia
MIDDLETON PARTNERS PTY LTD 2017-04-19 Geelong, VIC 3220, Australia
BONESS, TIMOTHY 2017-01-23 Geelong, VIC 3220, Australia
MIPLAN ADVISORY PTY LTD 2016-05-03 Geelong, VIC 3220, Australia
WCG FINANCIAL SOLUTIONS PTY LIMITED 2016-02-15 Geelong, VIC 3220, Australia
TRESIDDER INSURANCE GROUP PTY LTD 2014-05-16 Geelong, VIC 3220, Australia
LACHSTOCK CONSULTING PTY LTD 2008-01-09 Geelong, VIC 3220, Australia
MAYFIELD INVESTMENT SERVICES PTY LTD 2007-08-24 Newtown, VIC 3220, Australia

Competitor

Search similar business entities

Postal Code 3220

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.