ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD


Address: Sydney, NSW 2000, Australia

ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD (Licence# 000258853) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is June 24, 2004.

Service Overview

Register Name AFS Licence
Licence Name ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Licence Number 000258853
Licence ABN 25107671563
Issue Date 2004-06-24
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;
      • superannuation; and
      • financial products limited to:
    • miscellaneous financial investment products restricted to instalment warrants issued in respect of interests in direct real property; 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:
      • securities; and
      • financial products limited to:
        • miscellaneous financial investment products restricted to instalment warrants issued in respect of interests in direct real property; 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;
      • 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;
        • superannuation; and
        • financial products limited to:
      • miscellaneous financial investment products restricted to instalment warrants issued in respect of interests in direct real property;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000289163 GARY IAN WALKER Current 2018-08-01
001003531 KAREN MAI LEWIS Current 2018-07-02
000427470 BRENDAN FLETCHER GOW Current 2018-06-25
001259526 ANDREW LAI Current 2018-04-11
001262258 TERRY ROGER CAVE Current 2018-02-27
001006893 JAMES SHERWOOD Ceased 2017-11-22
001242294 ASHLEY SHARPE Ceased 2017-09-28
001258051 TRENT ASHLEY BELL Current 2017-09-06
001258054 ISABELLE ROSE DIXON Current 2017-09-06
001008865 SHABHINA PARAMANATHAN Current 2016-12-02

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.