INVESTUS PTY LIMITED


Address: Palm Beach, QLD 4221, Australia

INVESTUS PTY LIMITED (Licence# 000260377) 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 INVESTUS PTY LIMITED
Licence Number 000260377
Licence ABN 90001073365
Issue Date 2004-03-10
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 011298
Locality PALM BEACH
State QLD
Postcode 4221
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 limited to:
      • old law securities options contracts and warrants;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • 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;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000269659 ELIZABETH ANN WINTERS Current 2004-03-10

Office Location

Locality PALM BEACH
State QLD
Postcode 4221
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
BALANCED INVESTMENT STRATEGIES PTY LTD 2007-08-14 Palm Beach, QLD 4221, Australia
INGWERSEN & LANSDOWN SECURITIES LIMITED 2003-12-23 Palm Beach, QLD 4221, Australia

Financial services with the same locality

Service Name Issue Date Locality
RYNCO PTY LTD 2015-10-12 Palm Beach, NSW 2108, Australia
CLINTON CAPITAL PARTNERS PTY LTD 2015-08-03 Palm Beach, NSW 2108, Australia
BALANCED INVESTMENT STRATEGIES PTY LTD 2007-08-14 Palm Beach, QLD 4221, Australia
INGWERSEN & LANSDOWN SECURITIES LIMITED 2003-12-23 Palm Beach, QLD 4221, Australia

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CAMPASPE FINANCIAL SERVICES PTY LTD 2018-07-30 Echuca, VIC 3564, Australia
PK INSURANCE BROKERS PTY LTD 2018-07-27 Penrith, NSW 2750, Australia
BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
FORTY SEVEN GROUP PTY LTD 2018-07-19 Innaloo, WA 6018, Australia

Competitor

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Postal Code 4221

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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.