KEYSTONE FINANCIAL PLANNING PTY LIMITED


Address: Newcastle West, NSW 2302, Australia

KEYSTONE FINANCIAL PLANNING PTY LIMITED (Licence# 000273537) 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 10, 2004.

Service Overview

Register Name AFS Licence
Licence Name KEYSTONE FINANCIAL PLANNING PTY LIMITED
Licence Number 000273537
Licence ACN 105653209
Issue Date 2004-06-10
Locality NEWCASTLE WEST
State NSW
Postcode 2302
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 and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001005855 DANIEL CHEUNG Ceased 2011-10-01
000275717 ROLAND PATERSON-CLARK Current 2004-08-16

Office Location

Locality NEWCASTLE WEST
State NSW
Postcode 2302
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
MINE SUPER SERVICES PTY LTD 2018-06-29 Newcastle West, NSW 2302, Australia
CDFMN AFSL LIMITED 2017-12-20 Newcastle West, NSW 2302, Australia
FAMILY WEALTH STRATEGY PTY LTD 2017-05-30 Newcastle West, NSW 2302, Australia
BALLINGERS FP PTY LTD 2009-08-25 Newcastle West, NSW 2302, Australia
RM SUPERANNUATION SERVICES PTY LTD 2004-03-10 Newcastle West, NSW 2302, Australia
AUSCOAL SUPERANNUATION PTY LTD 2004-02-18 Newcastle West, NSW 2302, Australia
R & M INSURANCE BROKERS PTY LTD 2004-02-15 Newcastle West, NSW 2302, Australia
NEWCASTLE PERMANENT BUILDING SOCIETY LIMITED 2004-01-01 Newcastle West, NSW 2302, Australia

Financial services with the same locality

Service Name Issue Date Locality
MINE SUPER SERVICES PTY LTD 2018-06-29 Newcastle West, NSW 2302, Australia
CDFMN AFSL LIMITED 2017-12-20 Newcastle West, NSW 2302, Australia
FAMILY WEALTH STRATEGY PTY LTD 2017-05-30 Newcastle West, NSW 2302, Australia
BALLINGERS FP PTY LTD 2009-08-25 Newcastle West, NSW 2302, Australia
RM SUPERANNUATION SERVICES PTY LTD 2004-03-10 Newcastle West, NSW 2302, Australia
AUSCOAL SUPERANNUATION PTY LTD 2004-02-18 Newcastle West, NSW 2302, Australia
R & M INSURANCE BROKERS PTY LTD 2004-02-15 Newcastle West, NSW 2302, Australia
NEWCASTLE PERMANENT BUILDING SOCIETY LIMITED 2004-01-01 Newcastle West, NSW 2302, Australia

Competitor

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Postal Code 2302

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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.