PATERSONS ASSET MANAGEMENT LIMITED

Address: Albany, WA 6330, Australia

PATERSONS ASSET MANAGEMENT LIMITED (Licence# 000267899) 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 11, 2004.

Service Overview

Register Name AFS Licence
Licence Name PATERSONS ASSET MANAGEMENT LIMITED
Licence Number 000267899
Licence ABN 68009226386
Issue Date 2004-03-11
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 014348
Locality ALBANY
State WA
Postcode 6330
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;
    • 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; 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; and
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; 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;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • 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; and
        • superannuation; and
  • operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
    • "Patersons Australian Equity Fund" scheme (ARSN: 133 443 697),
    • a scheme which only holds the following types of property:
      • financial assets; and
      • "Patersons Australian Resources Fund" scheme (ARSN: 144 878 277),
    • a scheme which only holds the following types of property:
      • financial assets;
      • to retail and wholesale clients.

Office Location

Locality ALBANY
State WA
Postcode 6330
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
KARINDA PTY. LTD. 2016-11-22 Albany, WA 6330, Australia
BOON, JOHN RODERICK 2016-06-10 Kalgan, WA 6330, Australia
LIFE INSURANCE AND SUPER PTY LTD 2011-07-26 Albany, WA 6330, Australia
FULLER, BRIAN L 2004-03-01 Albany, WA 6330, Australia
SOUTH COAST INSURANCE BROKERS W.A. PTY LTD 2004-01-31 Albany, WA 6330, Australia
ALBANY DISTRICT INSURANCE BROKERS PTY LTD 2004-01-01 Albany, WA 6330, Australia
GROVE SECURITIES PTY LTD 2003-11-17 Albany, WA 6330, Australia

Financial services with the same locality

Service Name Issue Date Locality
KARINDA PTY. LTD. 2016-11-22 Albany, WA 6330, Australia
LIFE INSURANCE AND SUPER PTY LTD 2011-07-26 Albany, WA 6330, Australia
FULLER, BRIAN L 2004-03-01 Albany, WA 6330, Australia
SOUTH COAST INSURANCE BROKERS W.A. PTY LTD 2004-01-31 Albany, WA 6330, Australia
ALBANY DISTRICT INSURANCE BROKERS PTY LTD 2004-01-01 Albany, WA 6330, Australia
GROVE SECURITIES PTY LTD 2003-11-17 Albany, WA 6330, Australia

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Postal Code 6330

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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.