TREND INVESTOR SERVICES PROPRIETARY LIMITED


Address: Chatswood, NSW 2067, Australia

TREND INVESTOR SERVICES PROPRIETARY LIMITED (Licence# 000255475) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is February 3, 2004.

Service Overview

Register Name AFS Licence
Licence Name TREND INVESTOR SERVICES PROPRIETARY LIMITED
Licence Number 000255475
Licence ABN 65061768670
Issue Date 2004-02-03
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
FutBro 075043
Locality CHATSWOOD
State NSW
Postcode 2067
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;
    • foreign exchange contracts;
    • 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;
      • interests in managed investment schemes limited to:
      • MDA services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • 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:
      • derivatives limited to:
        • derivatives restricted to those arrangements that are, at the time of providing a financial service, subject to the operating rules of a licensed market complying with Regulation 7.2.07(e)(i) or Regulation 7.2.07(e)(ii);
      • foreign exchange contracts; and
      • interests in managed investment schemes limited to:
        • own managed investment scheme only;
      • MDA services; 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;
      • foreign exchange contracts;
      • 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
  • 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
      001250202 MICHAEL MALCOLM WALKER Current 2018-05-03
      000470634 MICHAEL ALASTAIR LEAN Current 2018-02-22
      001262150 BERTUS VAN DEN HEEVER Current 2018-02-21
      000301426 KELVIN JOHN BUTCHER Ceased 2018-02-05
      000453460 JASON DAVID ACHJIAN Ceased 2018-02-05
      000235888 JOHN PHILLIP SCULLY Current 2017-12-07
      001260356 ANDREW DUNCAN RORY GILLIBRAND Current 2017-11-13
      000417567 ALASTAIR KENNELLY Current 2017-07-11
      000337928 ANTHONY JAMES MALCOLM WIELAND Ceased 2017-06-08
      000463062 TYRONE C ABELA Current 2017-05-19

      Office Location

      Locality CHATSWOOD
      State NSW
      Postcode 2067
      Country Australia

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      RR CONSULTANCY PTY LTD 2017-03-09 Chatswood, NSW 2067, Australia
      LBW STRATEGIC PTY LTD 2017-03-09 Chatswood, NSW 2067, Australia
      VCF CAPITAL PARTNERS PTY LIMITED 2016-12-21 Chatswood, NSW 2067, Australia
      CARRUTHERS PTY LIMITED 2016-12-07 Chatswood, NSW 2067, Australia
      HCG WEALTH PTY LIMITED 2016-10-04 Chatswood, NSW 2067, Australia
      KEY SOLUTIONS GROUP (ACCOUNTANTS & BUSINESS CONSULTANTS) PTY LIMITED 2016-07-14 Chatswood, NSW 2067, Australia
      SOFTCRAFT PTY LTD 2016-05-05 Chatswood, NSW 2067, Australia
      WANG, JINGJING 2016-03-23 Chatswood West, NSW 2067, Australia

      Competitor

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      Postal Code 2067

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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.